People in crosswalk in busy city

Utility University: Blaze the trail – Embracing strategic initiatives

Session 1 | 1-2 p.m. CDT

Strategic planning for results: planning, implementation and performance measurement strategies

This session will cover a variety of approaches for conducting a strategic planning process and how to make sure the plan gets implemented and results are communicated to stakeholders, both internal and external. Attendees will learn about the steps to a successful strategic planning process, how to develop meaningful KPIs and how to continue internal and external engagement throughout the implementation process. 

Learning objectives:
  1. Recognize the components of a best practice strategic planning process
  2. Define key performance indicators (KPIs) associated with strategic initiatives
  3. Identify the role that change management and communication plays in the strategic planning process

Khala Stanfield | Director, Baker Tilly 

Chris Strom, MPA | Senior Consultant, Baker Tilly 

Session 2 | 2-3 p.m. CDT

Getting started with diversity, equity, inclusion and belonging

Organizations that invest in diversity, equity, inclusion and belonging (DEIB) attract and retain diverse talent, foster an environment that values innovation, and become more representative of the communities they serve. If you are looking for a place to start, an approach to overcoming resource constraints, or ideas to enhance your DEIB program, join this engaging facilitated discussion. Experts will share how they’re bringing DEIB initiatives to life within their organizations and how your utility or governmental entity can advance DEIB.

Learning objectives: 

  1. Evaluate the current state of your organization's approach to DEIB
  2. Set goals and action steps that reflect where your organization is today
  3. Identify success metrics/outcomes to benchmark your DEIB strategy in the short and long term

Shane Lloyd | Chief Diversity Officer, Baker Tilly

Dr. Markisha Webster, Ed.D. | Director of Diversity, Equity, Inclusion and Belonging - SMUD (Sacramento Municipal Utility District)

Who should attend:

Leadership and professionals from municipal utilities, public utility districts, tribal utility authorities, and state, local and tribal government employees responsible for financial, management, public finance and human resource functions.

There are no prerequisites for this event, and advance preparation is not required. There is no cost to attend this event.

Level: Basic

CPE credit: Two (2) hours total credit

Fields of study: Business Management and Organization; Personnel/Human Resources

A certificate of completion will be emailed to you four to six weeks following the event. For more information regarding administrative policies such as complaint and refund policies, please email [email protected].

Baker Tilly is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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