RMonday, September 2411:45 a.m. – 1:30 p.m.Lunch break (on your own)1:30 – 3 p.m.BREAKOUT SESSIONSRecommended CEUs .2 / PDHs 1.5 / CPEs 1.8CASProviding Customer Services with AppsGRAND SALON BCPE Field of Study: MarketingCustomers using smart phones, tablets and mobile devices insteadof computers for day-to-day activities are increasingly looking forapplication software – or apps – from their utilities to make payments,report outages, and track energy usage. This session will cover utilityapps, including the pros and cons of different solutions and how appscan enhance your customers’ experience.Speakers: Rich Clover, Municipal Business Manager, National InformationSolutions Cooperative, Lake Saint Louis, Mo.; Steve Schmitz, Division Managerof IT, Omaha <strong>Public</strong> <strong>Power</strong> District, Neb.; and Robert White, Chief <strong>Public</strong>Relations Officer, Johnson City <strong>Power</strong> Board, Tenn.Presiding: Gregg Welch,Raleigh,N.C.GAFAChanging Credit Rating Criteria:Who’s Watching and What Are TheyLooking For?GRAND SALON ACPE Field of Study: Specialized Knowledge & ManagementInvestors and underwriters are expanding issuer credit surveillanceactivities while credit rating companies are revising their methodologies.Hear how two former rating analysts – now bankers – view the creditrating landscape.Speakers: Hiran Cantu, Director, Barclays Capital, New York, N.Y.; and KarlPfeil, Senior Vice President, Wells Fargo Securities, New York, N.Y.Presiding: Edward Easterlin, Omaha, Neb.ACCREDITATION & CERTIFICATIONContinuing Professional Education (CPE) CreditsThe <strong>American</strong> <strong>Public</strong> <strong>Power</strong> <strong>Association</strong> is registered with the National<strong>Association</strong> of State Boards of Accountancy (NASBA) as a sponsor ofcontinuing professional education on the National Registry of CPE Sponsors. Stateboards of accountancy have final authority on the acceptance of individual courses forCPE credit. Complaints regarding registered sponsors may be submitted to the NationalRegistry of CPE Sponsors through its web site: www.learningmarket.org.APPA is pleased to offer conference delegates verification of attendance for up to 18 CPEcredit hours for attending the conference, or up to 25 CPE credit hours for individualsalso attending pre-conference seminars. There are no prerequisites for the courses offered;no advance preparation is required for any courses. All courses are group-live offerings;program level should be considered “basic” unless otherwise noted. Credit hours andareas of study for the individual sessions are listed in the conference program.All hours are subject to change based on the final course agenda. Certificates will beawarded to participants who turn in the Verification of Attendance form at the end of theconference. For more information regarding administrative policies, such as clarificationof requirements, complaints, and refunds, please contact LeAnne Nienhuis at 202/467-2973.Human Resources Certification Institute (HRCI) CreditsThe Business & Financial Conference has been approved for up to12.75 general recertification credit hours toward PHR®, SPHR®, andGPHR® recertification through the HR Certification Institute (or up to19.25 credit hours, if also attending approved preconference seminars).Qualifying sessions that have been pre-approved for credit are designated in this programand on the Verification of Attendance form. Participants completing the Verification ofAttendance form will receive a Certificate of Completiion with program ID numbersfor qualifying sessions they attended. Please note these program ID numbers on yourrecertification application form.The use of this seal is not an endorsement by HR Certification Institute of the qualityof the program. It means that this program has met HR Certification Institute’s criteriato be pre-approved for recertification credit. For more information about certification orrecertification, please visit the HRCI homepage at www.hrci.org.Continuing Education Units (CEUs)The <strong>American</strong> <strong>Public</strong> <strong>Power</strong> <strong>Association</strong> is an Authorized Provider bythe International <strong>Association</strong> for Continuing Education and Training(IACET), 1760 Old Meadow Road, Suite 500, McLean, VA 22102; (703) 506-3275.APPA complies with the ANSI/IACET 1-2007 Standard which is recognized internationallyas a standard of good practice. As a result of this Authorized Provider status, APPA isauthorized to offer IACET CEUs for its programs that qualify under the ANSI/IACET1-2007 Standard.Professional Development Hours (PDHs)APPA educational practices are consistent with the criteria for awarding ProfessionalDevelopment Hours (PDHs) as established by the National Council of Examiners forEngineering and Surveying (NCEES). Course eligibility and number of PDHs may varyby state.The <strong>American</strong> <strong>Public</strong> <strong>Power</strong> <strong>Association</strong> has been approved as a Florida Board ofProfessional Engineers Continuing Education Provider. If you need APPA to report yourProfessional Development Hours directly to the Florida Board of Professional Engineers,please provide your P.E. license number on the Verification of Attendance form.Reliable <strong>Public</strong> <strong>Power</strong> Provider (RP 3 ) DesignationParticipating in APPA-sponsored conferences and seminars is an easy way toearn points toward the Reliable <strong>Public</strong> <strong>Power</strong> Provider (RP 3®) designation.RP 3 is APPA’s program to recognize and reward public power utilities thatdemonstrate basic proficiency in four important disciplines: reliability, safety, work forcedevelopment, and system improvement. For more information, visit www.publicpower.org/RP3.To receive continuing education credits (CEUs, PDHs, HRCI, CPEs), attendees arerequired to attend and participate in the conference sessions for which they requestcontinuing education credits, turn in the Verification of Attendance form at the end of theconference and complete the online conference evaluation that is sent out immediatelyafter the conference concludes.
GAFAHRTITPMAAccounting Issues: Overhead CostAllocations and Fleet RatesGRAND SALON CCPE Field of Study: AccountingHear from your peers about effective methodologies for allocatingoverhead dollars among different departments and services and howutilities handle fleet rates – allocation vs. chargeback.Speakers: Kevin Crawford, Financial Analysis & Compliance Manager,Gainesville Regional Utilities, Fla.; and Sonya Thieme, Accounting Manager,Colorado Springs Utilities, Colo.Presiding: Carol Shrein, Memphis, Tenn.Employee Classification and Pay PlansGRAND SALON EHRCI: 1.5 / CPE Field of Study: Personnel/HRIs your utility’s employee classification and pay plan still stuck in the20 th century? Hear the latest on compensation philosophies and trendsfrom an industry consulting firm and learn how a municipal utilitybrought its employee classification and pay plan into the 21 st century.Speakers: Sandy Barnard, Human Resources Director, City of Gainesville,Fla.; and Linda Cobb, Senior Consultant, and Ruth Ann Eledge, VicePresident & Senior Consultant, Waters Consulting, Dallas, TexasPresiding: Jon Hofman, Holland, Mich.Virtualization of DesktopsVENETIAN ROOMCPE Field of Study: Computer ScienceExamine the results when you remove hardware from the desktopexperience, creating mobility and business continuity opportunities.Speaker: Jeffrey Bridgland, Director, IT & Telecommunications, PiedmontMunicipal <strong>Power</strong> Agency, Greer, S.C.Presiding: Branndon Kelly, Columbus, OhioIndustry Costs, Challenges and SolutionsGRAND SALON DCPE Field of Study: Specialized Knowledge & ManagementThere are numerous pressures that can potentially drive up rates:general fund transfers, environmental regulations, generation andtransmission infrastructure, fuels, and capital costs for construction.This session will explore these and other challenges and presentsolutions to avoid significant rate increases.Speakers: Girish Balachandran, General Manager, Alameda Municipal<strong>Power</strong>, Calif.; Steve Jackson, Director, <strong>Power</strong> Supply, MEAG <strong>Power</strong>, Atlanta,Ga.; and Chris Lindner, Manager, BKD, LLP, Lincoln, Neb.Presiding: Karen Weeden, Sioux Falls, S.D.3:15 – 4:30 p.m.BREAKOUT SESSIONSRecommended CEUs .1 / PDHs 1.3 / CPEs 1.5CASGAFAGAFAHRTBankruptcy 101GRAND SALON BCPE Field of Study: Management Advisory ServicesLearn strategies for protecting your utility from losses when commercialcustomers file for bankruptcy. This session will cover traditional andinnovative policies utilities should consider implementing to preventlosses prior to a customer filing for bankruptcy, what to do when acustomer files for bankruptcy, and what happens afterwards.Speaker: Gil Hamberg, Esq., Yardley, Pa.Presiding: Annette Kinney, Hillsdale, Mich.Liquidity Options in a Changing MarketGRAND SALON ACPE Field of Study: FinanceInsurance companies have left the market, banks have increased theirfees, and new regulations on counterparty credit are coming. Hear howthese factors will affect liquidity options over the next few years.Speaker: Michael Mace, Managing Director, <strong>Public</strong> Financial Management,Inc., Charlotte, N.C.Presiding: Edward Easterlin, Omaha, Neb.Internal Controls for a Small UtilityGRAND SALON CCPE Field of Study: AuditingHear about techniques to implement internal controls in situationswhere small staff size makes it difficult to segregate duties.Speaker: Chris Lindner, Manager, BKD, LLP, Lincoln, Neb.Presiding: Carol Shrein, Memphis, Tenn.Knowledge Management and RetentionGRAND SALON EHRCI: 1.25 / CPE Field of Study: Personnel/HRThe baby boomers are retiring, but this work force transition does nothave to be traumatic. Learn what some utilities are doing to capture,document and transfer critical knowledge to the next generation ofutility employees.Speakers: Carol Bazemore, Training Officer, Greenville Utilities Commission,N.C.; and Jon Hofman, SPHR, Human Resources & Safety Manager, HollandBoard of <strong>Public</strong> Works, Mich.Presiding: Patrice Alexander, Greenville, N.C.3 – 3:15 p.m.BreakGRAND BALLROOM WEST FOYER2012 APPA Business & Financial Conference 9