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Electric Finance Philosophies Workshop

9/23/2026

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Every decision made within a utility has financial consequences. Join us for this highly interactive one-day program that gives both financial and non-financial professionals a practical understanding of how the financial side of an electric utility operates.

​WHAT YOU'LL LEARN
This course explains how everyday business transactions flow through the accounting system and ultimately affect financial statements, budgets, cash flow, capital planning, and the rates paid by customers. Participants will:
  • Learn to read and interpret financial statements and budget-to-actual results
  • Use financial information to support internal management decisions
  • Develop meaningful annual budgets that align with organizational priorities
  • Connect annual budgets to long-term financial plans, capital improvement programs, and strategic initiatives
  • Understand the financial metrics utility leaders monitor to evaluate organizational health and ensure long-term stability
  • Gain a general overview of utility accounting principles and how utility finances integrate within the overall finances of the municipality

Through real-world examples, case studies, and interactive discussions, participants will strengthen their business acumen and leave with a clearer understanding of how their decisions influence the financial success of the utility — whether they work in finance, engineering, operations, customer service, or management.

PRESENTED BY
Terilyn (Teri) Wallis, founder and owner of Terilyn Wallis Consulting, brings more than 30 years of utility industry experience to this session — including 15 years in utility finance and executive leadership, six years in utility lending, and nine years designing educational programs for utilities nationwide. Teri holds a Doctorate in Adult Education, an MBA in Finance, and a Bachelor of Science in Accounting, and is known for translating complex financial concepts into practical, actionable solutions.

 
To get registered, CLICK HERE!
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