“This course helped facilitate a high-level understanding of the rate case process through simple examples and great instruction.”
Senior Auditor, DTE Energy
March 18 - 19, 2025 Online :: Central Time
“This course helped facilitate a high-level understanding of the rate case process through simple examples and great instruction.”
Senior Auditor, DTE Energy“Good overview for someone new to the Electric utility industry.”
Controller, Fishers Island Utility Company“EUCI’s Utility Accounting 101 class provided a great introduction into this topic with knowledgeable and engaging presenters.”
Manager, Project Controls, ITC Holdings“They will make sure all of your questions get answered! Very practical training.”
Accountant Senior, APSUtility Accounting takes fundamental accounting concepts around financial reporting and adds a layer of complexity through regulatory and compliance requirements. Public Utilities have rates set by State and Federal commissions to ensure that they recover prudently incurred costs and earn a reasonable rate of return that does not overly burden the ratepayer.
State and federal environmental regulations put the electric and gas industries in the unenviable position of encouraging their customers to reduce power usage creating loss of traditional revenues. These regulatory and compliance nuances result in some interesting accounting treatment.
Our expert instructor will guide attendees through a wide range of accounting concepts best suited to the peculiarities of the utility industry, including:
Special discounts apply for groups of 5 or more so register today and take advantage of this highly valuable course.
Upon completion of this course, participants will be able to successfully:
Please Note: This event is being conducted entirely online. All attendees will connect and attend from their computer, one connection per purchase. For details please see our FAQ
If you are unable to attend at the scheduled date and time, we make recordings available to all attendees for 7 days after the event
| Individual attendee(s)$ 1295.00 each | |
Volume pricing also availableIndividual attendee tickets can be mixed with ticket packs for complete flexibility |
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| Pack of 5 attendees$ 5,500.00 (15% discount) | |
| Pack of 10 attendees$ 10,360.00 (20% discount) | |
| Pack of 20 attendees$ 19,425.00 (25% discount) | |
Your registration may be transferred to a member of your organization up to 24 hours in advance of the event. Cancellations must be received on or before February 14, 2025 in order to be refunded and will be subject to a US $195.00 processing fee per registrant. No refunds will be made after this date. Cancellations received after this date will create a credit of the tuition (less processing fee) good toward any other EUCI event. This credit will be good for six months from the cancellation date. In the event of non-attendance, all registration fees will be forfeited. In case of conference cancellation, EUCIs liability is limited to refund of the event registration fee only. For more information regarding administrative policies, such as complaints and refunds, please contact our offices at 303-770-8800
Tuesday, March 18, 2025
Central Time
Online
Course Introductions and Objectives
Utility Accounting in a Nutshell
Regulatory Accounting, A Deeper Dive
12:00 – 12:30 p.m. Lunch Break
Utility Financial Statements Fundamentals
Environmental Compliance Changing the Industry
Wednesday, March 19, 2025
Central Time
Online
CASE STUDY – The Interaction Between Rates, Accounting, and the Finances
Navigating Industry Websites and Common Accounting Tools
Terilyn (Teri) Wallis is committed to the development and success of financial leaders in the utility industry. She holds a doctorate degree in adult education, working to design and deliver quality and relevant content that will build successful leaders and financial professionals for electric utilities. She holds an MBA in Finance and a BS in Accounting. She is an instructor and presenter for numerous statewide associations and industry events providing relevant teaching in the areas of accounting and finance, leadership, and work orders.
Teri is the founder and owner of Terilyn Wallis Consulting, specializing in the financial, work order processes, and strategic needs of electric utilities. Teri is highly skilled in the areas of accounting and finance, strategy development and execution, building trusted and respected relationships and making sound business decisions. Her background includes experience in diversified businesses including propane, natural gas, security, and fiber.
Throughout her career, Teri has worked for 2 electric cooperatives, both having propane gas subsidiaries. She was responsible for all the forecasting and planning, accounting, and ratemaking for all of those businesses, in addition to the electric business. Additionally, as a regional employee for CFC, Teri has provided both consultative services, forecasting, and training and education for more than 350 electric cooperatives. Since 2018, she has provided consultative services and training and education for and an additional 150 electric cooperatives, which includes several Generation and Transmission Cooperatives, and approximately 15 PUDs and PPDs on their work order processes between the pacific northwest and Nebraska.
Additional utilities that Teri has worked with include:
Teri has a passion for the work order process. This passion led to her doctoral work being focused on creating a program to help others experience and be a part of an efficient and effective work order process that improves the process for those who take part in the workshop. Over time her expertise has been utilized to develop and deliver certificate level educational programming for board members, finance and accounting professionals and non-financial managers. In addition to work orders, she has a comprehensive working knowledge of internal control processes, ratio analysis and identifying potential operational efficiencies.
In addition to financial expertise, facilitation of strategic direction and development and execution of organizational goals is a passion of hers. Through strategic planning facilitations, she has helped boards and management teams to identify and mitigate risks of their organizations. She assists management teams in the development of their strategic objectives to build measurable goals and to follow up on these plans to ensure that goals are road mapped and completed in an agreed upon time frame.
In her personal life, Teri is a wife to Mike, a mom to Linnaea and Lance. She enjoys the outdoors, spending time with her family, raising and loving Labrador Retrievers, and scrapbooking the experiences of her family.
EUCI is accredited by the International Accreditors for Continuing Education and Training (IACET) and offers IACET CEUs for its learning events that comply with the ANSI/IACET Continuing Education and Training Standard. IACET is recognized internationally as a standard development organization and accrediting body that promotes quality of continuing education and training.
EUCI is authorized by IACET to offer 1.0 CEUs for this event
Verify our IACET accreditation
Participants must log in each day and be in attendance for the entirety of the course to be eligible for continuing education credit.
Power point presentations and open discussion and question and answer sessions.
Upon successful completion of this event, program participants interested in receiving CPE credits will receive a certificate of completion.
Course CPE Credits: 11.0
There is no prerequisite for this Course.
Program field of study: Specialized Knowledge
Program Level: Basic
Delivery Method: Group Internet Based
Advanced Preparation: None
EUCI 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 web site: www.nasbaregistry.org
This course is primarily designed for accounting and finance personnel who may be new to the Utility Industry or transitioning into an accounting/finance role and wish to obtain a basic understanding of accounting for electric and gas utilities.
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