Event Calendar

Thursday, October 15, 2026

2026 Director Webinar Series (#4)

Date(s): October 15, 2026

Time: 8:30 AM  CST - 10:00 AM  CST



Register for the full series HERE.


Director Finance Webinar Series
2 Skill Builder Credit/attendee to attend all 5 webinars
Please contact Wendy (wendy@weca.coop) for GROUP discounts (for full board)


Who Should Attend: Board Members

March 19 (8:30–10 a.m.)
Strategic Oversight in Times of Financial Transition: Inflation, Investment, & Innovation (instructed by Teri Wallis)

This webinar addresses how boards can maintain effective oversight during periods of financial strain and rapid industry change.
  • Recognize the board’s role in navigating inflationary pressures, capital investment backlogs, and market fluctuations.
  • Analyze the intersection of strategy and financial flexibility, including trade-offs between reliability, affordability, and innovation.
  • Understand the board’s influence on capital planning decisions, especially related to grid modernization, DERs, and resilience investments.
  • Support decision-making through effective questioning and data interpretation during financial and operational updates.
May 14 (8:30–10:30 a.m.)
Navigating Change with Clarity and Confidence (instructed by Mitch Majeski)
  • Clarifying essential board governance roles and responsibilities.
  • Striking the right balance between oversight and supportive engagement.
  • Creating accountability practices that energize rather than stifle. 
August 13 (8:30–10:30 a.m.)
Getting Board Governance Right: Balancing Advice and Accountability (instructed by Mitch Majeski)
  • Equipping directors to effectively manage rapid industry and societal shifts.
  • Avoiding common pitfalls in change management.
  • Strategies for clear communication and confident decision-making during uncertainty.
October 15 (8:30–10 a.m.)
Financial Dashboards and Storytelling for Boards: Turning Numbers into Insight (instructed by Teri Wallis)
This webinar teaches directors how to interpret, question, and use financial dashboards and reports to govern confidently and strategically.
  • Identify the key financial indicators every board member should understand, including margins, equity levels, TIER, and debt ratios.
  • Understand how financial and operational metrics connect, and why both are essential for oversight and planning.
  • Interpret financial dashboards and board reports to identify trends, risks, and opportunities.
  • Ask informed, strategic questions that promote clarity, accountability, and meaningful discussion with management.
  • Use financial narratives to communicate with stakeholders, such as members, elected legislators and staff, and new directors.
December 10 (8:30–10 a.m.)
Understanding Capital Credits: Strategy, Stewardship, and Sustainability (instructed by Teri Wallis)
Capital credits are a cornerstone of cooperative finance and governance. This session helps directors understand their purpose, how they affect members and the balance sheet, and how to steward them responsibly.
  • Define the purpose and lifecycle of capital credits, including how allocations and retirements reflect cooperative principles and financial health.
  • Evaluate allocation and retirement practices, including equity targets, rotation strategies, and financial policy alignment.
  • Understand how capital credits impact member trust, financial reporting, and board decision-making over time.
  • Explore strategies for managing capital credit retirements during tight financial years or while planning large infrastructure investments.
  • Plan for sustainable rotation by integrating capital credit strategies into long-term financial and equity planning.


PIRC | The Roth Option

Date(s): October 15, 2026

Time: 2:00 PM  CST - 3:00 PM  CST




PIRC Retirement and Investment Seminars
No charge for NRECA PIRC webinars.

Financial wellness is key to employee well-being and organizational success. Offering retirement planning and financial literacy shows commitment to both future security and present peace of mind. Confident employees are less stressed, more focused, and make better decisions—boosting productivity, engagement, and team resilience. Supporting financial health is a strategic investment that strengthens morale, retention, and long-term performance. When employees thrive financially, so does the cooperative.

April 1 ~ Introduction to Retirement Planning (8 a.m.–12 p.m.)
June 10 ~ Know Your Number (8–9 a.m.)
July 21 ~ Retirement Choices: What Can I Do With My Money (8–9 a.m.)
September 15 ~ Retirement Planning Seminar (8 a.m.–4 p.m.)
October 15 ~ The Roth Option (2–3 p.m.)

Session descriptions/topics are below.
The Roth Option
October 15, 2026 | 2–3 p.m.

This seminar reviews the features and benefits of traditional and Roth contributions to the 401(k) Pension Plan, educating participants on factors to consider when deciding the contribution type(s) that are suitable for their circumstances and goals. We’ll also discuss Roth IRAs and the investment options in the 401(k) Plan.




Change Category:

Associate Membership

Associate membership in the Wisconsin Electric Cooperative Association provides a continuing opportunity for providers of goods, services, materials, and equipment to build and maintain networking contacts with Wisconsin's electric co-ops and others with interests and needs related to all aspects of the electric power industry.

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