Session 1 – August 10

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; Imran Motala, Manager of Infrastructure Planning and Asset Management, 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: Andrew Farr, Managing Editor, Water Finance & Management

Panelists:

  • Sophia Skoda, Director of Finance, East Bay Municipal Utility District
  • Jean Smith, Senior Manager–Communications and Community Relations | Northeast Ohio Regional Sewer District
  • Mike Sweeney, Director of Innovation and Strategic Direction, Toho Water Authority  
  • Travis Thompson, Communications Manager, Denver Water

Session 2 – August 12

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: Innovative Approaches to Rate Setting & Biggest Utility Challenges Today – 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

  • 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

Session 3 – August 17

Federal/State Finance Action

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

1:30 – 2:00 p.m. ET, Presentation 2: WIFIA, SRF Boosts/Other Financing Mechanisms – Heather Himmelberger, Director, Southwest Environmental Finance Center-University of New Mexico & Katy Hansen, Senior Advisor, Environmental Policy Innovation Center

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

Panelists:

  • Dr. Janice Beecher, Director, Institute of Public Utilities (IPU), Michigan State University
  • Wayne Hofmann, Client Funding Manager, Wade Trim
  • Raffael Stein Director, Water Infrastructure Division, Office of Wastewater Management, U.S. EPA

Session 4 – August 19

The Intersect of Technology & Capital Planning

1:00 – 1:30 p.m. ET, Presentation 1: Revenue Recovery/Back-End Cost Savings through Digital Tech – Dave Johnston, Director of Smart Infrastructure, Mueller

1:30 – 2:00 p.m. ET, Presentation 2: Innovative Approaches to Capital Planning – Tom Wojcik, Vice President, Product Management and Engineering, Fracta

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

Moderated by: Greg Baird, Water Finance Research Foundation

Panelists:

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