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Utility Capital Budgeting and Planning

August 10 - 11, 2026 Online :: Central Time

“This training offered a clear and useful picture of utilities' capital budgeting process that would make it beneficial to utility employees and regulators alike.”

Public Utilities Analyst Coordinator, Minnesota Department of Commerce

“This course is perfect for anyone involved in capital project analysis and business case development.”

Supervisor - T&D Financial Analysis & Planning, El Paso Elec

“A comprehensive course that included utilities fundamentals & regulatory process, corporate finance, business case development, and project management & controls. I enjoyed it.”

Senior Finance Project Manager, Southern California Edison

Utilities can face challenges aligning capital budgeting and project planning with regulatory requirements, resulting in weak business cases, inaccurate cost estimates, and delayed or denied project approvals.

The EUCI Utility Capital Budgeting and Planning course will provide an in-depth explanation of the utility’s regulatory environment regarding revenue and capital projects. This training will focus on how capital fits into the big picture for different types of utilities, and how capital impacts utilities’ bottom line.

The course will cover a wide range of topics, including:

  • Project processes implementation
  • Business case development for capital projects
  • How to develop cost estimates
  • Cost of service, rate design, and regulatory accounting will be covered briefly to provide context
  • Best practices and how to monitor implemented and in-progress capital projects

Attending this course will strengthen attendees’ ability to plan and budget for their projects and improve their approvals outcomes. Register today to master regulatory nuances, refine business cases, and elevate utility budgeting skills.

Learning Outcomes

Knowledge

  • Navigate utilities ratemaking process and discuss the downstream impact of capital investments
  • Review the utility business model, revenue requirement, rate of return, and rate base
  • Review the capital budgeting overall process along with its main considerations and applications
  • Identify the elements of cost of capital and learn methods to calculate it
  • Discuss the theory of capitalization versus expense and its implications

Skills & Competencies

  • Advance capital projects business case development capabilities and master main components and strategic considerations
  • Improve project cost estimating skills and learn key forecasting techniques
  • Review project risk analysis and how to incorporate it into project budgets and execution plans
  • Identify methods to monitor implemented and in progress capital projects
  • Enhance overall corporate finance knowledge, skills, and competencies

Register

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

REGISTER NOW FOR THIS EVENT:

Individual attendee(s)$ 1295.00 each(early bird rate)
(price after July 31, 2026 is $ 1,495.00)
Volume pricing also available

Individual attendee tickets can be mixed with ticket packs for complete flexibility

Pack of 5 attendees$ 5,500.00 (15% discount)(early bird rate)
(price after July 31, 2026 is $ 6,350.00)
Pack of 10 attendees$ 10,360.00 (20% discount)(early bird rate)
(price after July 31, 2026 is $ 11,960.00)
Pack of 20 attendees$ 19,425.00 (25% discount)(early bird rate)
(price after July 31, 2026 is $ 22,425.00)

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 August 07, 2026 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

Day one

Monday, August 10, 2026

Day two

Tuesday, August 11, 2026

Agenda

Monday, August 10, 2026
Central Time

Online

Log In and Welcome

8:45 AM

Lunch Break

12:00 - 12:30 PM

Adjourn for the day

4:00 PM

8:45 AM - 9:00 AM

Log In and Welcome

12:00 - 12:30 PM

Lunch Break

9:00 AM - 4:00 PM

Course Timing

Short breaks will be taken throughout the sessions (30 minutes total)

Utility Ratemaking Process

  • Intro to Utilities
  • Utilities Stakeholders
  • Utilities Service Delivery
  • Utilities Regulations
  • Regulatory Proceedings

Utility Revenue Model

  • Utility Rates
  • Revenue Requirement
  • Operational & Maintenance Expenses
  • Rate Base
  • Capital Structure
  • Return on Rate Base
  • Under/Over Collection/Balancing Accounts
  • Regulatory Accounting (FERC Uniform System of Accounts)

Utility Capital Budgeting

  • Cost of Capital
  • Capital Budgeting Overview
  • Capital Budgeting Methods
  • Net Present Value
  • Internal Rate of Return
  • Payback Period
  • Present Value of Revenue Requirement (PVRR)
  • Considerations & Challenges
  • Capital Budgeting Process Overview
  • Evaluating Projects Risks
  • Capital Budgeting Best Practices

Capital Projects Business Case Development

  • Types of Capital Investments
  • Steps to Develop Solid Business Case
  • Business Case Example
  • Executive Summary
  • Project Overview
  • Project Analysis
  • Strategic Analysis
  • Implementation Strategy
  • Alternative Investment Analysis
  • Risk Analysis
  • Financial Analysis
  • Project Impact on Revenue Requirement

Agenda

Tuesday, August 11, 2026
Central Time

Online

Log In

8:45 AM

Adjourn for the day

12:00 PM

8:45 AM - 9:00 AM

Log In

9:00 AM - 12:00 PM

Course Timing

Short breaks will be taken throughout the sessions (15 minutes total)

Developing Cost Estimates for Capital Projects

  • Overview
  • Cost Estimates Classifications
  • Cost Estimated Techniques
  • Criteria for Excellent Cost Estimates
  • Causes of Inaccurate Project Cost Estimates
  • Projecting Costs of Capital Project

Monitoring & Control for Capital Projects

  • Objectives & Techniques
  • Monitoring & Control Processes

Instructor

Hatem Kateb

Senior Finance Project Manager

Southern California Edison (SCE)

Hatem Kateb is a finance professional with 17 years of experience in corporate finance and business operations. He currently provides financial leadership to a $2B portfolio of capital investments and operational activities at Southern California Edison; one of the world’s largest investor-owned utilities. Prior to SCE, he held several finance leadership roles at leading organizations including Vodafone, Johnson & Johnson, and Port Logistics. Hatem’s academic credentials include an MBA from Pepperdine University, Operations Management Certification from the Wharton School of Business, and a BS in Accounting & Finance from Cairo University.

Continuing Education Credits

IACET

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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 0.9 CEUs for this event

Verify our IACET accreditation

Who recognizes IACET Credits?

Requirements for Successful Completion of Program

Participants must log in each day and be in attendance for the entirety of the course to be eligible for continuing education credit.  

Instructional Methods

PowerPoint presentations and open discussion  

CPE

Upon successful completion of this event, program participants interested in receiving CPE credits will receive a certificate of completion.

Course CPE Credits: 10.5
There is no prerequisite for this Course.
Program field of study: Specialized Knowledge
Program Level: Basic
Delivery Method: Group Internet Based
Advanced Preparation: None

CpeEUCI 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.nasbaregistry.org

CLE

Only registered attendees can request CLE credits for an EUCI course/event.  Please email [email protected] prior to the course start date and list the state where you are licensed and your bar# as well as the name and date of your course/event in your request, and someone will be in contact.

Who Should Attend

  • Utility Capital Planners
  • Project Managers
  • Capital Project Engineers
  • Financial Reporting Analysts
  • Accountants
  • Budget Analysts
  • Other employees of utilities looking to gain more of a finance education for utilities (e.g., finance support staff in IT, long-term planning, or elsewhere)
  • Consultants in the utility industry looking to broaden their finance knowledge
  • Budget Managers
  • Utilities Finance Managers
  • Utilities Business Leaders