Bio
Credentials
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Certified Public Accountant
American Institute of Certified Public AccountantsJan, 1987- May, 2026 -
CPA
American Institute of Certified Public Accountants
Experience
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Power And Utilities Consultant Cost Of Service Expert Witness Accounting ...
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United States
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Utilities
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1 - 100 Employee
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Power and Utilities Consultant | Cost of Service | Expert Witness | Accounting | Speaker | Educator
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Jan 2021 - Present
WHAT I DO: I've been in the power and utilities business for over 35 years, serving private-sector, public-sector, and co-op electric, gas, water, wastewater, and broadband organizations across the US. I provide accounting and finance consulting services and train industry professionals on how to apply best practices to their finance and operations.MY APPROACH: I use my experience to provide clients with cost of service and rate design studies, analyze business processes for more efficient approaches, implement FERC and other industry accounting methods, and help bridge the linkage between power and utilities accounting and operations. I teach online, on-demand, and custom live courses on utility and electric cooperative accounting, FERC accounting, ratemaking, work order, financial management, and strategy implementation topics. The on-demand courses are available at utilityeducation.com. I write books and articles with practical approaches for power and utilities professionals to use in their business and enhance their career skills.I am a presenter and instructor for American Public Power (APPA), American Waterworks Association (AWWA), Edison Electric Institute (EEI), American Gas Association (AGA), and state industry organizations on industry accounting, rate, and business process topics.I provide expert witness testimony for rate and accounting matters. I have testified as an expert witness before FERC, state utility commissions, local boards, and in arbitration hearings.WHAT THIS DOES FOR YOU: Having my experience can help your organization with its accounting, ratemaking, and efficiencies in processes. I can help your organization build power and utilities industry knowledge, bringing value to your organization Email: [email protected]: 608 628 4020Check out our education courses at: https://www.utilityeducation.com/Check out industry articles at: https://utilityeducationinsights.com/
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Power and Utilities Accounting Consultant | Expert Witness | Online Course Creator
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Jan 2021 - Present
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United States
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Accounting
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700 & Above Employee
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Speaker | Instructor | Author | Utility finance, accounting, and business process thought leader
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Jun 2019 - Dec 2020
Provided audit, accounting, finance, and business process services to co-ops and utilities in the US and Canada. Provided expert witness testimony before state regulatory bodies and the Federal Energy Regulatory Commission. Author of industry leading articles and textbooks on co-op and utility accounting, ratemaking, financial management, and business processes. Was a speaker at state and national industry events.
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Assurance and Advisory Partner in Baker Tilly's Energy and Utilities Group
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Dec 1983 - May 2019
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WPPI Energy
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Madison, WI
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CFO
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Apr 1989 - Dec 1989
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Madison, WI
CFO at WPPI Energy. "As employee #11 for a smaller organization at the time, I established their accounting systems and financial business process frameworks."
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First Wisconsin Finance
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Milwaukee
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Auditor
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Aug 1982 - Nov 1983
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Milwaukee
"Back in the days of 25% interest rates and high inflation, we loaned funds to startups and established businesses in manufacturing and health care. My role was to check and view collateral."
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Education
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1979 - 1982University of Wisconsin-Milwaukee
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1975 - 1982Lubar College of Business
Suggested Services
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Industry Focus. “Utilities”
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References
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