Utility University
Doug Baldessari
CPA
Partner
Jodi Dobson
CPA
Partner
Shane Lloyd
Chief Diversity Officer
Scott A. Miller
CPA
Partner
Bethany Ryers
CPA, MAS
Partner
Susan Borries Reed
J.D.
Managing Director
James F. Yockey
Director
Utility University 2023 agenda
Throughout October, Baker Tilly explored trends and issues affecting the utilities industry. Attendees had the opportunity to sharpen their skills, share solutions and learn from industry and technical specialists, while receiving vital information to help maximize operations and performance.
Times are in Central Time
| Thursday, October 12: Explore financial reporting’s future: New and proposed GASB standards | |||
| Time | Session | Presenter | CPE credit |
2 – 3 p.m. |
GASB 96: SBITA accounting implementation |
Jodi Dobson | Partner, Baker Tilly |
1 |
3 – 4 p.m. |
Accounting updates – What does GASB have planned for your future |
Bethany Ryers | Partner, Baker Tilly |
1 |
| Thursday, October 19: Blaze the trail: Embracing strategic initiatives | |||
| Time | Session | Presenter | CPE credit |
1 – 2 p.m. |
Strategic planning for results: planning, implementation and performance measurement strategies |
Khala Stanfield | Director, Baker Tilly Chris Strom | Senior Consultant, Baker Tilly |
1 |
2 – 3 p.m. |
Getting started with diversity, equity, inclusion and belonging |
Shane Lloyd | Chief Diversity Officer, Baker Tilly Dr. Markisha Webster, Ed.D. | Director of Diversity, Equity, Inclusion and Belonging - SMUD (Sacramento Municipal Utility District) |
1 |
| Tuesday, October 24: Navigate every opportunity: Federal grant funding | |||
| Time | Session | Presenter | CPE credit |
12 – 1 p.m. |
Maximizing federal funding opportunities for utilities |
Doug Baldessari | Partner, Baker Tilly Municipal Advisors Dan La Haye | Senior Manager, Baker Tilly |
1 |
1 – 2 p.m. |
Federal grant compliance and post-award management |
Miranda Wojciechowski, Ph.D. | Grant Writer, Baker Tilly |
1 |
"I think this was an excellent overview and a good opportunity to hear of other utilities challenges."
Utility University attendee
Who should attend?
- Financial and management professionals
- Chief financial officers, finance directors, comptrollers and accountants
- Chief executive officers, general managers and assistant general managers
- Chief human resource officers, directors and managers
- Clerks and treasurers
- City administrators, managers and assistants
- Vice presidents and directors of operations
- Management analysts and assistants
- Members of governing bodies including board members and other elected officials
- Public works and utilities superintendents, administrators, directors and managers
What are the benefits of participating in this series?
- Stay up-to-date on the latest topics and trends affecting municipal utilities, public utility districts and tribal utility authorities
- Gain practical knowledge from informative, engaging sessions
- Return to your community inspired with ideas and practices you can start implementing immediately
"I thought it was one of the best sessions I have attended (in length, content and production).”
Utility University attendee