2023 AWWA / WEF Utility Management Conference Prog 2023 Utility Mgmt Conf Program_FINAL_LR | Page 23

THU03 Strategic Planning — Successful Approaches

8:30 – 10:00 a . m . ROOM : A4 + A5 Moderator : Paul Delphos

Maybe the answer is two separate CIPs : one plan detailing recommended existing system improvements to get through today and another to serve projected development through the long-term planning horizon . Maybe the

answer is a robust financial plan or an innovative and integrated water resource plan for business growth . Learn how others applied successful strategic planning approaches to create a roadmap for their future water business needs .

8:30 Managing the Circus : Balancing Growth , Security , and Financial Responsibility Through Strategic Planning Jeremy Johnston , Clay County Utility Authority

9:00 Operationalizing Your Strategic Plan : Turning Great Aspirations into Real Accomplishments Billie Owens , Parker Water & Sanitation District

9:30 A Tale of Two CIPs : Implementing Separate Plans When Development Potential Outweighs Improvement Capability Maia Dupes , Freese & Nichols , Inc .

THU04 ESG : What Investors and Insurers Look For in ESG Reporting ( STS )

8:30 a . m .– Noon ROOM : A7 + A8 Moderator : Karri Ving

This is a Special Topic Session on Environmental , Social , and Governance

analysis and reporting from the perspective of firms writing and reading these reports . Participants will see examples of effective ESG reporting , learn what information ratings agencies use to assess and score water utilities , and participate in a panel discussion with insurers and investors from Moody ’ s , S & P , and Allied Public Risk . The session offers ample time to dive deeply into this issue and ask questions . Audience members will walk away from the session knowing how ESG is defined ; why utilities are developing ESG-related reports and disclosures ; what information insurers and investors are looking for ; and the steps involved in drafting an initial report . The speakers will also share information on how to access ESG resources , guidelines , and trends within the Water Sector through WEF ’ s ESG Accelerator .

8:30 Introduction and ESG Basics Karri Ving , Brown and Caldwell

8:45 Insurance Rationing and Climate Change

9:00 ESG Risk From an S & P Global Ratings Analyst Perspective Jenny Poree , S & P www . awwa . org 23