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072007 financial planning & strategies workshop
the financial tools you needto get it done
May 14–18, 2007 The Fluno Center Madison, WI
are you ready to add more value to your co-op’s financial-managementpractices? this nreca program is tailored to meet your goals. you’llwork, and network with colleagues to understand financial statements,their underlying concepts, and relevance to the health of your co-op.
The Payoff?
powerful knowledge you’ll apply every day.key topics
• Cost-of-service studies
• Time value of money and capital budgeting
• Activity-based accounting concepts and applications
• Effective cash flow analysis
• Cash and equity modeling
• Pricing utility services and rate strategies
why you should attend this workshop
• Analyze cost-of-service studies and rate design toaddress revenue requirements, long-term capitalmanagement goals, and competitive pressures
• Learn how to use financial principles and information in decision-making
• Understand your co-op’s financial alternatives
• Develop financial plans using operating, capital, and cash budgets
• Apply cash management principles to your statement of cash flow
• Develop traditional and customized rates thatcomplement your financial planning
who should attend• Co-op financial directors and managers
• Accounting staff
• Financial staff new to co-op financial planning
• Co-op staff wanting to learn about cost of service studies and other financial issues
program overview
When you attend this five-day workshop, you’ll getpractical, hands-on training that features guided problem-solving. To benefit most, you’ll need to under-stand spreadsheet tools and have data from your system to apply in various modeling exercises You’llpractice working with these models during class. Workingwith three NRECA instructors and your colleagues, you’llparticipate in an interactive learning experience thatwill allow you to apply the concepts you learn to your situation. Significant class time will be devoted to variousmodeling tools, therefore, laptop computers are required.
facultyTom Lewis, PhD, Professor of Accounting,
Creighton UniversityCarl Stover, President, CH GuernseyJoe McDonald, Host, NRECA
Continuing Education CreditsYou may be eligible for up to 35Continuing Professional Education(CPE) credits subject to state boards of accountancy approval. No pre-requisites are required for
this program, and the program level is intermediate.
NRECA is registered with the National Association ofState Boards of Accountancy (NASBA), as a sponsor ofcontinuing professional education on the NationalRegistry of CPE Sponsors. State boards of accountancyhave final authority on the acceptance of individualcourses for CPE credit. Complaints regarding registeredsponsors may be addressed to the National Registry ofCPE Sponsors, 150 Fourth Ave. North, Suite 700,Nashville, TN, 37219-2417. Web site: www.nasba.org.
credits
Program and Lodging LocationMay 14–18, 2007The Fluno CenterUniversity of Wisconsin601 University AvenueMadison, WI 53715
Room reservations will be made for you byNRECA. Room rates are $139 per night. Lodging can be billed to your system. Parking will be approximately $8 per day.
Airfare DiscountsDelta and United offer special zone fares or five percent discounts to workshop participants. Be sure to mention the meeting code when you call.
Delta www.delta-air.com800.241.6760Meeting ID code US530116145
United www.united.com800.521.4041Meeting ID code 507UA
Rental Car DiscountsAvis offers limited discounted rates. Twenty-fourhour advance reservations are required, and ratesare available one week before and after the meeting.Free mileage, air conditioning and automatic trans-mission are included.
Avis www.avis.com800.331.1600AWD #A403898; Rate code: M7-M9
Registration QuestionsMembership Services, 703.907.5868
Hotel AccommodationsSam Fischer, 608.222.2576 or [email protected]
Program QuestionsJoe McDonald, 608-443-7659 or [email protected]
general information
enrollment form
PLEASE ENROLL ME IN THE FINANCIAL PLANNING & STRATEGIES WORKSHOP
1) Contact Information (All areas must be completed)
NAME______________________________________________________________________________
TITLE ______________________________________________________________________________
SYSTEM____________________________________________________________________________
ADDRESS __________________________________________________________________________
CITY__________________________________________STATE______ZIP________________________
PHONE ____________________________________FAX ____________________________________
E-MAIL ____________________________________________________________________________
2) Enrollment Fee $1,495 (Fee includes all program materials, refreshment breaks and spreadsheet tools)
3) Method of Payment
o Check Payable to NRECA Enclosed
Charge my: o AMEX o Discover o MC o Visa o Invoice Me
NAME ON CARD ______________________________________EXP. DATE ____________________
CARD NO. ____________________ SIGNATURE __________________________________________
Cancellation Notice: No charge will be made forcancellations received by phone, fax or e-mail 30days prior. Registrants who cancel with less than30-days notice will be billed 50 percent of theregistration fee. Registrants failing to cancel priorto the start of the event will be billed the entireamount. Refunds may be granted on a case-by-case basis in the event of an emergency. Formore information regarding administrative poli-cies such as refunds or complaints, please callMembership Support Services at 703.907.5868.
THREE WAYS YOU CAN ENROLL
1 Fax this form to 703.907.5951
2 Enroll online atCooperative.com
3 Checks payable to:
NRECAP.O. Box #75877Baltimore, MD 21275-8777
Limited EnrollmentTo give you plenty of opportunity to ask questionsand discuss topics with instructors and colleagues,this workshop will be limited to 30 participants.Enroll early to guarantee your seat.
Strategic Communication AcademyGet the strategic tools you need to build member loyalty. This 3-1/2 day workshop will help youdevelop specific strategies, implementation plans and budgets to create the framework for yourco-op’s annual communications plan.
Management Internship ProgramThe NRECA training program that prepares you for executive leadership within the electric co-opnetwork. Considered by some a prerequisite for promotion to senior management.
Loss Control InternshipIncrease your professional standing and career potential by earning your Loss Control Internshipcertification. Visit www.cooperative.com for program details, and keep an eye out for more information about these NRECA programs.
advance your career with nreca’s university of wisconsin-based programs:
LOOK INSIDE
FOR DETAILS ON
NRECA’S UNIVERSITY
OF WISCONSIN-BASED
PROGRAM: FINANCIAL
PLANNING & STRATEGIES
WORKSHOP
