Day 1 – August 10, 2021 | 1-3 p.m. ET

Session 1: Rates, Financial Planning, Outlook & Affordability Pt. 1

1:00 – 1:30 p.m. ET, Presentation 1: Integrating Affordability Into Capital and Financial Planning – Andy Burnham, Vice President & Director of Management Consulting, Stantec

1:30 – 2:00 p.m. ET, Presentation 2: Region of Peel’s Decision Support System: An Integrated Approach to Connecting Customer Level of Service to Long-Term Financial Planning – Nimarta Gill, Project Manager, Region of Peel & Philip Balt, GM BluePlan

2:00 – 3:00 p.m. ET, Panel Discussion: Enhancing the Messaging Around Revenue, Cost of Service & Affordability

Moderated by: Sophia Skoda, Director of Finance, East Bay Municipal Utility District

Panelists:

  • Mike Sweeney, Director of Innovation and Strategic Direction, Toho Water Authority
  • Travis Thompson, Communications Manager, Denver Water

Day 2 – August 12, 2021 | 1-3 p.m. ET

Session 2: Rates, Financial Planning, Outlook & Affordability Pt. 2

1:00 – 1:30 p.m. ET, Presentation 1: Rate Recovery in the City of St. Cloud, Minnesota – Calvin Coles, Customer Success Manager, Waterworth & Lisa Vollbrecht, Public Utilities Director, City of St. Cloud, Minnesota

1:30 – 2:00 p.m. ET, Presentation 2: Burlington, Vermont’s Comprehensive Approach to Rates, Fees, Affordability & Outreach – Dave Fox, Senior Manager, Raftelis

2:00 – 3:00 p.m. ET, Panel Discussion: Optimizing Rates & Financial Planning Amid Pandemic Recovery, Climate Change & Cyber Risks

Moderated by: Andrew Farr, Managing Editor, Water Finance & Management

Panelists:

  • Greg Baird, President, Water Finance Research Foundation
  • Doug Baldessari, CPA Partner, Baker Tilly Municipal Advisors, LLC
  • Michael Arceneaux, Chief Operating Officer, Association of Metropolitan Water Agencies

August 17, 2021 | 1-3 p.m. ET

Session 3: Federal/State Finance Action

1:00 – 1:30 p.m. ET, Presentation 1: The Fed’s Emergency Water Assistance Program and Prospects for Future Funding – Kristina Surfus, Managing Director, Government Affairs, National Association of Clean Water Agencies

1:30 – 2:00 p.m. ET, Presentation 2: Brokering State and Federal Financial Assistance Programs – Heather Himmelberger, Director, Southwest Environmental Finance Center-University of New Mexico & Katy Hansen, Senior Advisor for Water Policy, Environmental Policy and Innovation Center   

2:00 – 3:00 p.m. ET, Panel Discussion: Eliminating Confusion: How Federal/State Legislative & Regulatory Issues Impact the Utility

Panelists:

  • Dr. Janice Beecher, Director, Institute of Public Utilities (IPU), Michigan State University
  • Wayne Hofmann, Client Funding Director, Municipal Services Group, Wade Trim

August 19, 2021 | 1-3 p.m. ET

Session 4: The Intersect of Technology & Capital Planning

1:00 – 1:30 p.m. ET, Presentation 1: Revenue Recovery/Back-End Cost Savings through Digital Tech – Presented by Mueller

1:30 – 2:00 p.m. ET, Presentation 2: Innovative Approaches to Capital Planning

2:00 – 3:00 p.m. ET, Panel Discussion: How Condition Assessment Technologies Can Directly Impact Asset Management & Capital Planning

Moderated by: Greg Baird, President, Water Finance Research Foundation

Panelists:

    • Reid McDougall, Vice President of Assessment Services, Xylem
    • Eric Sullivan, Director of Business Development, SewerAI
    • Jim Crabtree, Chief Financial Officer, SmartCover