Virginia | Small Group Workshop: Financial Planning for Small Water Systems

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Date(s) - 10/22/2019
9:00 am - 4:30 pm
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The Institute for Advanced Learning and Research


You work hard to provide safe, quality drinking water to your customers at fair rates. But how are your finances? This workshop will provide you with the tools to improve the fiscal health of your utility without compromising service or deferring maintenance.

This all day, small group training will:

  • Help you use your system’s financial reports to populate and use readily accessible Excel tools to judge the fiscal sustainability of your utility
  • Explore Virginia’s Waterworks Business Operations Plan (WBOP) as an important roadmap for a well-run water utility
  • Discuss the value of an asset management and capital improvement plan not only as a fiscal planning tool, but also as a communication resource for explaining rate changes to customers

The small group format will allow you the opportunity to ask specific questions about your system’s finances and work one-on-one with experts to brainstorm solutions to your water system’s challenges. Follow up technical assistance will be available, free of charge.

Space is limited to ten water systems, so please sign up today to reserve your spot. Space is limited to two participants per water system. Each participant must sign up separately. If space is available for more participants per system, you will be notified prior to the workshop.

Who Should Attend: Water utility board members and other decision-makers for water utilities, including mayors, finance officers, public works directors, city councilors, and clerks.


Cost: Complimentary.

Trainers: Tom Roberts, Community Assistance Manager, Environmental Finance Center at University of North Carolina at Chapel Hill
Stephen Lapp, Community Advisor, Environmental Finance Center at University of North Carolina at Chapel Hill

Contact: Allison Perch,

Register for Workshop

Up to 3,300 people (about 1,000 accounts)
3,301 - 10,000 people (1,001 - 4,000 accounts)
10,001 people or above (4,001 or more accounts)
Not a water system