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Experts in the Utility Field

Utility Financial Solutions, LLC is committed to maintaining our leadership role in the utility industry through listening to the needs of our clients, staying current on new developments and incorporating feedback from industry professionals. Our services are structured to help ensure complete client satisfaction and a commitment that our services and recommendations are:

  • Independent assessments of the utilities' financial condition
  • Completed in agreed upon time frame
  • Provided within budget

UFS specializes in electric, water, wastewater, telecommunications and gas cost of service studies, unbundling studies, competitive rate designs, financial projections and special financial analysis.  UFS is one of the largest providers of financial services to utilities throughout the United States. Our team of professionals includes engineers, accountants and economists that have completed more than 600 cost of service studies, rate studies and financial projections for utilities in 33 states, Alberta Canada, US Territory of Guam and the British Grand Cayman Island. As a result of our experience, we are instructors and frequent speakers for utility agencies, including the American Public Power Association (APPA), American Municipal Power (AMP) and the Institute of Public Utilities (IPU). Our courses include financial planning, cost of service, rate design and development of dynamic pricing methods for customers.

September 9, 2015 - September 11, 2015
September 9 - September 11 2015 AWWA Wisconsin 2015 Annual Meeting Kalahari Resort Wisconsin Dells, WI Classes taught by UFS at Conference: "Utility Financial Check-up" - Sept 9, 2015 2:30-3:15 PM “Cash reserve policies for enterprise funds" - Sept 9, 2015 3:15-4:00 PM http://www.wiawwa.org/?page=AnnualMeeting
September 13, 2015 - September 16, 2015
September 13-16, 2015 APPA 2015 Business & Financial Conference Hyatt Regency New Orleans New Orleans, LA Classes taught by UFS at Conference: "Utility Financial Check-up" - Sept 13, 2015 http://www.publicpower.org/Events/Landing.cfm?ItemNumber=30529&navItemNumber=38293
September 15, 2015 - September 18, 2015
Sep 15, 2015 - Sep 18, 2015 2015 Annual Conference & Exhibits Location: Kewadin Hotel & Convention Center Sault Ste. Marie, MI Class taught by UFS at Conference: "Utility Financial Check-up" - September 17th, 2015 http://www.mi-water.org/trainingevents/events.html
October 1, 2015
2:00pm - 3:30pm
October 1, 2015 - 2-3:30 PM EST APPA Webinar Taught by UFS Webinar Performing a Utility Financial Check-Up http://www.publicpower.org/Programs/interiordetail2col.cfm?ItemNumber=29469&navItemNumber=38477
October 4, 2015 - October 7, 2015
October 4-7, 2015 MGFOA 2015 Fall Training Institute Mission Point Resort Mackinac Island, MI Class taught by UFS at Conference: "Utility Financial Check-up" - October 7th 2015 http://migfoa.org/MGFOA/Events/?fuseaction=event&EventID=425025
October 5, 2015 - October 9, 2015
APPA Fall Education Institute Savannah, GA October 5 - 9 2015 Class taught by UFS at Conference: "Utility Financial Check-up" - October 5th 2015 "Basic Utility Cost of Service & Retail Rate Design" - October 6 and 7, 2015 "Intermediate Utility Cost of Service & Retail Rate Design" - October 7 and 8, 2015 "Advanced Cost of Service & Current Topics in Electric Rate Design" - October 9th, 2015 http://www.publicpower.org/Events/Landing.cfm?ItemNumber=31723&navItemNumber=38912
February 8, 2016 - February 12, 2016
APPA 2016 Winter Education Institute February 8-12, 2016 Gaylord Palms Resort & Convention Center Kissimmee, Florida Class Schedule Pending http://www.publicpower.org/Events/Landing.cfm?ItemNumber=32858&navItemNumber=38913

UFS provides news and information on issues impacting the public power industry across the country. Our topics are designed to keep you informed on industry trends and how it can affect your utilities financial health. Innovative thinking with financial analysis and rate design help keep revenues healthy and stable during changing times.

  • Pricing for Distributed Generation
  • Solar – rate structures and potential value 
  • Electric Vehicle Charging Stations
  • Pricing Trends to stabilize revenues in declining sales
  • How to explain a rate increase to the end user
  • Cash reserve policies

UFS affiliates help to bring innovative products and services to utilities across the country.  Working together has allowed us to provide a powerful combination of services to our clients.