Text – Financial Accounting Institute

Joel Berk’s book “Utility Financial Statements—Concepts and Analysis” is FREE! A $100 value. Click the link below to download and print out the 152 page mini-course.

Click here to open or download

Check out a short “4 Sets of Books” introduction video.

SEMINAR SCHEDULE – attend the full course:

Utility Finance and Accounting for the Non-Financial Professional AND Utility Finance and Accounting for Attorneys.

CPE and CLE available

Utility Finance and Accounting for Financial Professionals, our more advanced seminar.

CPE available

WEBINAR: “I liked the topics and group participation activities. Great training. Very informative and Joel makes it fun.”

Pam TemteTechnical Analyst, Wyoming PSC

WEBINAR: “No weak points!”

Michelle SayeghAccount Analyst, Bear Valley Electric

“It is a pleasure watching someone who excels in this field. Joel is the ‘Michael Jordan’ of utility seminars…I give the course “an enthusiastic thumbs up!!!”

John CaldwellSenior Rate Specialist, NIPSCO

WEBINAR: “Joel was a great speaker. This course helped me to better understand what goes into rates and to operating a utility. Thanks, Joel! I would highly recommend this course!”

Jennifer Zelko-SchlueterDirector Gov't & Community Affairs, Hawaiian Electric

WEBINAR: “Overall, this was one of the best webinars/courses I’ve taken.”

Jennifer AltieriVP Public Affairs, Atmos Energy

WEBINAR: “Great approaches to unraveling a problem in explaining ideas and concepts. Examples really help internalize materials.”

Konn LamIT Advisor, Tax, Southern California Edison

“Every utility analyst should know what drives corporate decision-making, the reasons specific decisions are made, and the possible outcomes of those decisions. This course covers each of these important points clearly and in an easy to understand manner.”

Barbara Gail SmithSenior Rate Analyst, Arizona Public Service

“Joel is a rockstar! His classes are educational & engaging. I wish all of my accounting courses were like this!”

Melissa McLindonSenior Financial Analyst, NiSource

“Due to the competitive climate of our industry, it is very important to the company’s employees to understand the significance of the company’s financial decisions. I feel that EVERY employee should take this course!”

Ronald W. RaufferShift Supervisor, PSE&G

“Joel is extremely knowledgeable of both the finance and accounting concepts as well as the industry and players involved. In-depth understanding of the key issues in the new competitive market place. Thank-you!!”

Fred DeMariaManagement Associate, PSE&G.