Biz, Bucks & Basics: Electric Utility Financial Decision-Making Workshop

Biz, Bucks & Basics: Electric Utility Financial Decision Making Workshop

Strengthen your financial decision-making in the electric utility industry

CANCELLED: New dates will be shared when this workshop is rescheduled in late 2025

~~June 11-12, 2025 | Greenwood Village, CO~~

This dynamic two-day workshop provides an essential foundation in financial decision-making tailored specifically for professionals in the electric utility industry. It offers a practical, hands-on approach to understanding and applying key financial principles that drive utility business decisions. The workshop will cover:

• Business Building Blocks
• Generation & Energy Marketing Fundamentals
• Cash-Based Financial Decision-Making
• Valuation of Cash Flows (Net Present Value)
• Handling Uncertainty
• Capstone Case Study

Who Should Attend

Engineers, supervisors, managers, and others in decision-making roles—regardless of financial background—are encouraged to attend and gain an integrated framework for utility financial decision-making.

Continuing Education Credits

Upon completion of the conference, attendees will receive a continuing education certificate worth 12.0 Professional Development Hours (PDHs) in their online Alltricity Network profile. PDHs may be applied toward recertification credit. Typically, 1.0 PDH is equal to .1 CEU, but that conversion scale should always be confirmed with the certifying body attendees are affiliated with.

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Location

Ulteig

Longs Peak Conference Room

5575 DTC Pkwy #200, Greenwood Village, CO 80111

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Workshop Schedule & Details

*Schedule subject to change.

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WORKSHOP SCHEDULE

All times in Mountain Daylight Time (MDT)

DAY 1 - WEDNESDAY, June 11, 2025

» 8:00-8:30 a.m. Arrival & Breakfast Available

» 8:30 a.m. Workshop Begins

» 12:00-1:00 p.m. Networking Lunch

» 1:00 p.m. Workshop Continues

» 4:00 p.m. Workshop Day 1 Adjourns

DAY 2 - THURSDAY, June 12, 2025

» 8:00-8:30 a.m. Arrival & Breakfast Available

» 8:30 a.m. Workshop Begins

» 12:00-1:00 p.m. Networking Lunch

» 1:00 p.m. Workshop Continues

» 4:00 p.m. Workshop Day 2 Adjourns

WORKSHOP OUTLINE

DAY 1: Basic Principles for business cases

1. Business Building Blocks

Value Creation: Comparing both balanced and profit-focused cultures
Navigating the Business Word Swamp
Financial Statements (Income Statements, Balance Sheets, and Cash Flows)
The Matching Principles and Depreciation
Taxes and Decision Making

2. Generation Economics

Types of Electric Generation and Storage
Economics of Generation
Economic Dispatching in ERCOT

3. Cash-Based Financial Decision-Making (Part A)

The Fundamental Philosophy of Spending Decisions
The Basic Rule of Financial Decisions
Diagramming Cash Flows
Payback: Principles and Issues
Typical Business Case Outline

DAY 2: advanced business case tools

4. Cash-Based Financial Decision-Making (Part B)

Time Value of Money Principles
Valuation of Cash Flows (Net Present Value)
Profitability Index and Capital Budgeting
Levelized Cost of Energy (LCOE) for Renewables

5. Handling Uncertainty

Decision Trees
Exercise: A Space Y Decision
Exercise: An HR Issue
Balancing Intangibles

6. Capstone Case: Three Alternatives

WORKSHOP OBJECTIVES

By the end of the workshop, participants will gain:

A working knowledge of two key financial statements (income statement and balance sheet)
An “appreciation of depreciation” and its implications in the electric utility industry
A current view of the types of electric generation and storage in use
An understanding of the interaction between energy market economics and generation in ERCOT
Insight into the difference between accrual accounting and cash decision-making
An understanding of the core business difference between generation and T&D (fixed vs. variable costs)
The skill to diagram cash flows of decisions, including the effect of taxes
Awareness of the tax differences in decisions for IOUs vs. MOUs
The skill to handle uncertainty in financial decisions (using decision trees)
The ability to balance decisions between financial and intangible considerations

Workshop Instructor

Richard Peña

Principal Consultant, C.M. Lantana Consulting; Senior Consultant, Llewellyn Consulting; & former Senior Vice President - Energy Supply & Market Operations, CPS Energy

Richard has over 40 years of experience in the Electric Utility field. His experience includes investor-owned Public Service Company of Colorado, and municipally owned CPS Energy in San Antonio. His areas of responsibility included Power Generation Maintenance, Engineering, Operations, Training and Development, new Plant Construction, Environmental, Fuels, Market Operations, and Nuclear Oversight.

After his retirement at CPS Energy as Senior Vice President, he started his own company C.M. Lantana Consulting, performing feasibility studies on new Engineering projects and Foreman Leadership courses. He also teaches the Introduction to the Electric Utility Workshop, and is a Certified Professional Coach. He is a Lifetime Member of Alltricity Network.

His undergraduate degree is in Mechanical Engineering from University of Texas at El Paso, and his Master’s degree in Business Administration from Our Lady of the Lake University in San Antonio Texas. He serves on the board of Prospera Housing Community Services. He and his wife Barbara reside in San Antonio, Texas.

Pricing

Registration fees include: Instructor, breakfast both days, breaks, lunch both days, electronic handouts (if applicable), attendee roster, and upon completion, a continuing education certificate for 12.0 professional development hours (PDHs).

Discounted rates are available when you register a group of 5 or 10. Please note: Early Bird pricing ended on May 2.

Early Bird and group registration rates are only available to members. To become an Alltricity Network member and receive significant discounts for this workshop, all other Alltricity Network events, as well as other membership benefits, contact Alltricity Network at info@alltricitynetwork.org for more information.

MEMBER

STANDARD

FULL WORKSHOP

$795

Closed

NON-MEMBER

STANDARD

FULL WORKSHOP

$1,145

Closed

GROUP (5)

STANDARD

5-PACK FULL WORKSHOP

$3,575 (Save $400!)

Closed

GROUP (10)

STANDARD

10-PACK FULL WORKSHOP

$7,100 (Save $850!)

Closed

Cancellation & Refund Policy: 100% of fees are refundable if cancellation is received 29 days or more before the event date. If cancellation is received between 28 and 14 days before the event date, 50% of the registration fee will be refunded. No refunds will be issued for cancellations received 13 days or less before the event date, including no-shows. To have someone take your place, please notify Alltricity Network at info@alltricitynetwork.org anytime before the event.

Thank You, Alltricity Network Vital Issues Committee!

The Alltricity Network Vital Issues Committee plans all Alltricity Network Vital Issues events. If you’d like to send the committee suggestions for future event topics, content, or other information, please email Ciara Cole at ccole@alltricitynetwork.org.

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