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2017 Power & Utilities Fall SeminarAmp up your knowledge November 28-29, 2017 Chicago, IL

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2017 Power & Utilities Fall Seminar program guide 3

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2017 Power & UtilitiesFall Seminar

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Agenda

Plenary session 9:00 a.m.–10:45 a.m.Location: Grand Ballroom A-D

Welcome

Bill Graf Partner Deloitte & Touche LLP

Tax reform: Status and outlook

Jonathan Traub Principal Deloitte Tax LLP

Ratemaking trends and industry accounting

Bill Graf Partner Deloitte & Touche LLP

Tom Kilkenny Partner Deloitte & Touche LLP

Amy Parker Partner Deloitte & Touche LLP

Breakfast 7:30 a.m.–9:00 a.m.Location: Grand Ballroom E

Registration7:30 a.m.–9:00 a.m. Location: Grand Ballroom registration desk

Networking break, 10:45 a.m.–11:00 a.m.

Tuesday, November 28, 2017

Day 1: Deloitte accounting, financial reporting, and tax update


Elective session Accounting and financial reporting update Tuesday, November 28, 2017

Session 1 Grand Ballroom A-D

Time Topic Speaker

11:00 a.m.–12:00 p.m.

SEC update

Christine MazorPartner Deloitte & Touche LLP

FERC updateJason Gambone Managing Director Deloitte & Touche LLP

Jamie Saunders Senior Consultant Deloitte & Touche LLP

12:00 p.m.–1:00 p.m. Networking lunch Grand Ballroom E


1:00 p.m.–3:25 p.m.

Accounting standards update

Eileen Little Partner Deloitte & Touche LLP

Revenue standard

George Fackler Partner Deloitte & Touche LLP

Jody Force Managing Director Deloitte & Touche LLP

Randall Hartman Director of Accounting Edison Electric Institute

LeasesJames Barker Partner Deloitte & Touche LLP

Allison Taylor Senior Manager Deloitte & Touche LLP

3:25 p.m.–3:40 p.m. Networking break


3:40 p.m.–5:00 p.m.

Finance executives' panelStephen K. Breininger Vice President and Controller PPL Corporation

Michelle Francis Director of Financial Reporting Fortis, Inc.

Marc A. GlendeSenior Director of Accounting and Financial Reporting Xcel Energy

Joe Mulpas Vice President and Chief Accounting Officer NiSource, Inc.

Industry and corporate tax update

Dave Yankee Managing Director Deloitte Tax LLP

Closing remarksBill Graf PartnerDeloitte & Touche LLP

5:00 p.m.–7:00 p.m. Reception Grand Ballroom foyer

Moderator: Tricia Pemberton Partner Deloitte & Touche LLP

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Session 2 Grand Ballroom H

1:00 p.m.–2:40 p.m.

Renewable energy updateTodd Samson Partner Deloitte Tax LLP


Sales and use tax issues affecting utilities

Steven CrowleySenior ManagerDeloitte Tax LLP

Louisa Matthews Managing Director Deloitte Tax LLP

2:40 p.m.–3:00 p.m. Networking break


3:00 p.m.–5:00 p.m.

Section 1341

Steve Howard Senior Manager Deloitte Tax LLP

Rick Tiwald Managing Director Deloitte Tax LLP


Current tax developments

Alison EvansManaging DirectorDeloitte Tax LLP

Steve Howard Senior Manager Deloitte Tax LLP


Tax consequences of GAAP developments


Brent Wilberts Senior Manager Deloitte & Touche LLP

Closing remarksRick Tiwald Managing Director Deloitte Tax LLP

5:00 p.m.–7:00 p.m. Reception Grand Ballroom foyer


Time Topic Speaker

11:00 a.m.–12:00 p.m.

Regulatory reporting of income taxes, ratemaking matters involving income taxes and normalization



12:00 p.m.–1:00 p.m. Networking lunch Grand Ballroom E

Elective session Tax update


Breakfast 7:00 a.m.–8:00 a.m.Location: Grand Ballroom E

Registration 7:00 a.m.–8:00 a.m. Location: Grand Ballroom registration desk Plenary session 8:00 a.m.–10:45 a.m.Location: Grand Ballroom A-D

Welcome and state of the industry

Matt Davis Partner Deloitte & Touche LLP

Brian Murrell Partner Deloitte & Touche LLP

Controllership perspectives: Planning for the digital utilityModerator: Teresa Thomas Partner Deloitte & Touche LLP

Jeff Jewell Vice President and Controller DTE Energy

Diane Mason Director of Financial Systems and Projects Exelon Generation

James MayCorporate ControllerNextEra Energy Resources

Spark experience (Part 1)

Kyle CheneyPartnerDeloitte & Touche LLP

Dave StahlerPartnerDeloitte & Touche LLP

Networking break, 10:45 a.m.–11:00 a.m.

AgendaWednesday, November 29, 2017

Day 2: Controllership's role in driving the "digital utility"

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Plenary session11:00 a.m.–12:00 p.m.Location: Grand Ballroom A-D

Spark experience (Part 2)

Kyle CheneyPartnerDeloitte & Touche LLP

Dave StahlerPartnerDeloitte & Touche LLP

Cybersecurity

Sharon Chand Principal Deloitte & Touche LLP

Rumy Jaleel-Khan Principal Deloitte & Touche LLP

Networking lunch, 12:00 p.m.–1:00 p.m.

1:00 p.m.–3:00 p.m.Location: Grand Ballroom A-D

The revised role of internal audit

Sarah Fedele Principal Deloitte & Touche LLP

Geoffrey KovesdySenior ManagerDeloitte & Touche LLP

Revenue and leases: Down to the wire

Isabelle Bordas Partner Deloitte & Touche LLP

Scott Rehns Senior Manager Deloitte & Touche LLP

Closing remarks

Brian Murrell Partner Deloitte & Touche LLP

AgendaWednesday, November 29, 2017

Day 2: Controllership’s role in driving the “digital utility”


Seminar evaluation formWe value your feedback! 2017 Power & Utilities Fall Seminar

Thank you for attending the 2017 Power & Utilities Fall Seminar. Please take a few moments to let us know your thoughts about the seminar. Your suggestions and comments are greatly appreciated and will help us improve the format and content of future programs. Please tear this page from the program guide and turn it in to the registration desk upon departure.

Please circle all that apply:• Non-Deloitte participant/speaker• Deloitte US• DTTL

If Deloitte US, please circle your function:• Risk and Financial Advisory• Audit• Consulting• Market Development• Tax

Please circle your career level:• Non-Deloitte participant (specify)

• Deloitte US/DTTL partner, principal, or

managing director• Deloitte US/DTTL senior manager• Deloitte US/DTTL manager

1. Please choose the answer that best represents your experience by using the scale below. 1 (Strongly disagree) | 2 (Disagree) | 3 (Neutral) | 4 (Agree) | 5 (Strongly agree)

The stated learning objectives were met. 1 2 3 4 5The stated prerequisite requirements were appropriate and sufficient 1 2 3 4 5The program materials were relevant and contributed to the achievement of the learning objectives. 1 2 3 4 5The time allotted to the learning activity was appropriate. 1 2 3 4 5All instructors were effective. 1 2 3 4 5

2. Please rate the speakers and topics using the 1 (poor) to 5 (excellent) scale:

Welcome1. Bill Graf 1 2 3 4 5Tax reform: Status and outlook2. Jonathan Traub 1 2 3 4 5Ratemaking trends and industry accounting3. Bill Graf 1 2 3 4 54. Tom Kilkenny 1 2 3 4 55. Amy Parker 1 2 3 4 5Accounting and financial reporting elective: SEC update6. Christine Mazor 1 2 3 4 5Accounting and financial reporting elective: FERC update7. Jason Gambone 1 2 3 4 58. Jamie Saunders 1 2 3 4 5Accounting and financial reporting elective: Accounting standards update9. Eileen Little 1 2 3 4 5Accounting and financial reporting elective: Revenue standard10. George Fackler 1 2 3 4 511. Jody Force 1 2 3 4 512. Randall Hartman 1 2 3 4 5Accounting and financial reporting elective: Leases13. James Barker 1 2 3 4 514. Allison Taylor 1 2 3 4 5Accounting and financial reporting elective: Finance executives' panel15. Stephen K. Breininger 1 2 3 4 516. Michelle Francis 1 2 3 4 517. Marc A. Glende 1 2 3 4 518. Joe Mulpas 1 2 3 4 5Accounting and financial reporting elective: Industry and corporate tax update19. Dave Yankee 1 2 3 4 5Accounting and financial reporting elective: Closing remarks20. Bill Graf 1 2 3 4 5


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Wednesday, November 29, 2017

2. Please rate the speakers and topics using the 1 (poor) to 5 (excellent) scale:

Tax elective: Regulatory reporting of income taxes, ratemaking matters involving taxes and normalization21. Rick Tiwald 1 2 3 4 522. Dave Yankee 1 2 3 4 5Tax elective: Renewable energy update23. Todd Samson 1 2 3 4 524. Dave Yankee 1 2 3 4 5Tax elective: Sales and use tax issues affecting utilities25. Steven Crowley 1 2 3 4 526. Louisa Matthews 1 2 3 4 5Tax elective: Section 134127. Steve Howard 1 2 3 4 528. Rick Tiwald 1 2 3 4 529. Dave Yankee 1 2 3 4 5Tax elective: Current tax developments30. Alison Evans 1 2 3 4 531. Steve Howard 1 2 3 4 532. Rick Tiwald 1 2 3 4 5Tax elective: Tax consequences of GAAP developments33. Rick Tiwald 1 2 3 4 534. Brent Wilberts 1 2 3 4 5Tax elective: Closing remarks35. Rick Tiwald 1 2 3 4 5

Please provide your overall thoughts on the seminar, as well as any areas for improvement and future topics for discussion.

Welcome and state of the industry36. Matt Davis 1 2 3 4 537. Brian Murrell 1 2 3 4 5Controllership perspectives: Planning for the digital utility38. Jeff Jewell 1 2 3 4 539. Diane Mason 1 2 3 4 540. James May 1 2 3 4 5Spark experience (Parts 1 and 2)41. Kyle Cheney 1 2 3 4 542. Dave Stahler 1 2 3 4 5Cybersecurity43. Sharon Chand 1 2 3 4 544. Rumy Jaleel-Khan 1 2 3 4 5The revised role of internal audit45. Sarah Fedele 1 2 3 4 546. Geoffrey Kovesdy 1 2 3 4 5Revenue and leases: Down to the wire47. Isabelle Bordas 1 2 3 4 548. Scott Rehns 1 2 3 4 5Closing remarks49. Brian Murrell 1 2 3 4 5


Save these dates

2018 Utility Tax TrainingMarch 27–28, 2018 | Charlotte, NC

2017 Financial Reporting for Taxes TrainingDecember 5–9, 2017 | Las Vegas, NV

Deloitte Energy Conference May 15–16, 2018 | Washington, DC

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2017 Power & Utilities Fall Seminar Amp up your … › content › dam › Deloitte › us ›...

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