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Seminar

Rate-Setting Essentials Seminar: Connecting Financial Planning, Cost-of-Service and Rate-Design

September 15, 2025 - September 17, 2025
Orlando, Florida

Back

This three-day in-person seminar provides an updated lens on how to evaluate and develop financial policies and proposed rates that are cost-based and equitable.

September 15-17, 2025
Monday-Wednesday

Objectives

  • Evaluate financial policies and rate impacts
  • Develop defendable policies that are fair, equitable, and objective
  • Get the rate your utility needs to be successful and still promote community objectives
  • Avoid rate shock by using proven techniques for capital budgeting and analysis
  • Establish cost-of-service rates by applying fundamental methodologies
  • Set fair revenue requirements classify and allocate costs equitably

Expert Panel

Shawn Koorn, Associate Vice President with HDR Engineering Inc

Todd Cristiano, Manager at Raftelis Financial Consulting

Description

Learn how to effectively communicate financial policies and rate impacts to customers in these current times. This program combines time honored strategies with modern approaches to get the rate levels your utility needs to be successful, while still promoting community objectives.


Schedule at a glance*:

Day 1(6.5 Education Hours)
8:00 - 8:30 a.m. Registration Open
8:30 - 10:00 a.m.Financial Management, Policies, and Rates
10:00 - 10:15Break
10:15 a.m. - noonBudgeting and Financing, Key Issues
noon - 1:00 p.m.Lunch (Included on Day 1)
1:00 - 3:00 p.m.Consideration in Setting Utility Revenue Requirements
3:15 - 4:30 p.m.Introduction to Cost of Service

Day 2(6.5 Education Hours)
8:30 - 10:30 a.m.Water Cost of Service Case Study
10:30 - 10:45 a.m.Break
10:45 a.m. - noonWater Allocation Procedures
noon - 1:00 p.m.Lunch (on your own)
1:00 - 4:30 p.m.Water Distribution Procedures
3:00 - 3:15 p.m.Break
4:30 - 6:00 p.m. Optional Session: Fundamentals of System Development Charges

Day 3(4 Education Hours)
8:30 - 10:30 a.m. Wastewater Allocation and Distribution
10:30 - 10:45 a.m. Break (Note: we will work through the lunch hour today)
10:45 a.m. - 1:00 p.m.Water and Wastewater Rate Design

*Subject to change

Certificates of Completion

Certificates of Completion will be provided for attendees who participate all three days.