Utility University

Event Info

Kalahari Resort & Conventions
Convention Center, Portia Room
1305 Kalahari Dr.
Wisconsin Dells, Wis.
Register for This Event

Enhance your day-to-day operations

Baker Tilly’s Utility University is an accounting fundamentals workshop for public utilities that also features timely accounting topics and industry issues. You don’t want to miss this CPE-eligible educational opportunity to enhance the day-to-day financial operations of your utility.

Advance registration is required by Wednesday, Oct. 11.

Using the PSCW chart of accounts as a tool, and other related regulatory topics

Municipal utilities in Wisconsin must ensure their accounting records facilitate the reporting requirements of the Public Service Commission of Wisconsin annual report and rate making process. Learn how to use the PSCW chart of accounts to aid in efficient year-end reporting and rate application preparation. Questions arising from recent rate cases will also be discussed.

IT controls for the non-IT expert

Daily use of computers and other technology demands that utility management consider the importance of IT security. Explore the importance of IT controls often documented during an audit as well as best practices. Areas of discussion include passwords, access policies and limitations, backups, storage, physical access and more.

Developing a financial road map for your utility

Community development, customer conservation, infrastructure replacement and ongoing regulation impact utility finances. Learn how a financial forecast can be used to gather information, anticipate the impacts of plans on borrowing needs and rates, and allow decision makers to proactively adjust plans, balancing utility and ratepayer needs.

Value added cash reserve and investment policies

Deciding how much cash your municipal utility should have or what to do with cash you have can be difficult. This session will discuss benchmarks for reserves and best practices in developing reserve and investment policies.

Common sales tax issues for municipal utilities

As municipal utilities we don’t worry about taxes, right? Maybe not! State and local government tax specialists will present situations where a utility may need to consider the implication of sales and use tax on its activities.

GASB update including GASB 75 on OPEB accounting and reporting

What has the Governmental Accounting Standards Board been up to? We will discuss the upcoming implementation of GASB 75 on OPEB accounting and reporting and how to start planning. Future standards from GASB that may impact your utility will also be highlighted.

Tips to make your annual audit go smoothly

Lessons learned from real world experience on what you can do to make your audit easier on you!  

Who should attend

The following staff members from Wisconsin municipal utilities:

  • Financial staff
  • Utility managers

The DNR has approved this training for operator certification continuing education credits (CECs) including six hours Municipal Waterworks and six hours Wastewater. 

Cost to attend

$80 per person

After registering, you will receive a confirmation and invoice with payment options.

Cancellation policy. If you cancel, you may send a substitute from your organization. Participants who register but neither attend nor cancel (by Wednesday, Oct. 11) are liable for their full registration fee. For substitutions, cancellations and questions about this policy, call 608 240 2615.

Information about CPE eligibility

Program level: Basic
Location: Live
Type of delivery method: Group
Prerequisite: None
Advance preparation: None required
CPE credit: Seven (7) hours total credit
Fields of study: Accounting, Accounting (Governmental), Business Management & Organization, and Finance
Host: Anna Nelson

A certificate of completion will be emailed to you four to six weeks after the event.

For more information regarding administrative policies such as complaint and refund, please contact our offices at 608 240 2522.

Baker Tilly Virchow Krause, LLP is registered with the National Association of State Boards of Accountancy (NASBA) 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: www.learningmarket.org.

The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Tax advice, if any, contained in this communication was not intended or written to be used by any taxpayer for the purpose of avoiding penalties.