The EUCI Utility Cost of Capital course aims to equip participants with essential knowledge and competencies to navigate the intricate world of regulated utilities’ capital markets and accurately determine the cost of capital—an indispensable component of effective cost-based ratemaking. Throughout the course, participants will delve into the capital markets, exploring various pathways that regulated utilities can employ to estimate the cost of capital, drawing on the best practices used by U.S. utility regulators.
By mastering financial concepts, relationships, and models, participants will gain invaluable insights into how utilities’ authorized rate of return is established and how it influences critical decisions related to capital projects. Join the course to elevate your understanding of utility cost of capital to enhance decision-making and overall performance within your organization.
Learning Outcomes
- Analyze the key elements contributing to the cost of capital and employ various methods to calculate it accurately
- Differentiate between the components of cost of debt and cost of equity, and evaluate the models utilized for estimating these costs
- Evaluate the concept of capital structure and its profound effects on the cost of capital for regulated utilities
- Navigate through the utilities’ ratemaking process and assess the downstream impacts of capital investments on the overall operations
- Interpret the utility business model, comprehend revenue requirements, rate of return, and rate base, and their significance in financial decision-making
- Discuss advanced knowledge, skills, and competencies in corporate finance, specifically tailored for utilities and their unique financial dynamics
TUESDAY, DECEMBER 5, 2023
9:00 a.m. – 4:00 p.m. Central Time
Utility Ratemaking Process
- Intro to Utilities
- Utilities Stakeholders
- Utilities Service Delivery
- Utilities Regulations
- Regulatory Proceedings
Utility Revenue Model
- Utility Rates
- Revenue Requirement
- Rate Base
- Return on Rate Base
- Under/Over Collection/Balancing Accounts
Utility Cost of Capital
- Cost of Capital Overview
- Capital Structure
- Capital Markets Overview
- Cost of Debt
- Cost of Equity
- Models for Estimating Cost of Equity
- Implications on Capital Budgeting
- Present Value of Revenue Requirement (PVRR)
WEDNESDAY, DECEMBER 6, 2023
9:00 a.m. – 12:00 p.m. Central Time
Cost of Capital in Regulatory Proceedings
- Regulatory Standards
- Regulatory Proceeding
- Determination of Authorized Rate of Return
- Implication on Capital Projects Decisions
Hatem Kateb, Senior Finance Project Manager, Southern California Edison (SCE)
Hatem Kateb is a finance professional with 16 years of experience in corporate finance and business operations. He currently provides financial leadership to a $2B portfolio of capital investments and operational activities at Southern California Edison; one of the world’s largest investor-owned utilities. Prior to SCE, he held several finance leadership roles at leading organizations including Vodafone, Johnson & Johnson, and Port Logistics. Hatem’s academic credentials include an MBA from Pepperdine University, Operations Management Certification from the Wharton School of Business, and a BS in Accounting & Finance from Cairo University.