Event Calendar

Tuesday, January 9, 2024

Moving the Fence: A Guide to Shared Services, System Mergers, and Territorial Acquisitions (BLC)

Start Date: 1/9/2024 9:00 AM CST
End Date: 1/9/2024 4:00 PM CST

Venue Name: Florian Gardens Conference Center

2340 Lorch Avenue
Eau Claire, WI  United States  54701

Organization Name: Wisconsin Electric Cooperative Association

Wendy Fassbind
Email: wendy@weca.coop
Phone: (608) 467-4589

Florian Gardens
2340 Lorch Avenue
Eau Claire, WI

Holiday Inn South
4751 Owen Ayres Ct.
Eau Claire, WI
(715) 830-9889

Location: Holiday Inn South
Room Block Name:  WECA
Room Cut-Off:  Friday, December 8
Rate:  $125.95+ tax/night
Link:  January 2024 Sleeping Rooms

NOTE: Rooms may be available under the room block after the cut-off date only if the hotel has rooms available.

Registration: 8:30 a.m.
Program: 9 a.m.-4 p.m.

Moving the Fence: A Guide to Shared Services, System Mergers, and Territorial Acquisitions (BLC #973.1)
1-1/2 Skill Builder Credits

Co-op service territory is generally viewed as static and unchanging, presenting few growth opportunities or scale for performance improvement. However, opportunities abound through cooperatives collaborating in "shared services" agreements, examining the advantages and benefits of merger or consolidation, partial territorial acquisition of an IOU, or completely purchasing and absorbing a municipal electric system.This course is designed to help directors navigate the pros and cons of each of these strategies.

Topics Include:
  • Identify potential shared-service opportunities, structures and benefits.
  • Understand and apply the board's role versus management's role in identifying and implementing shared service arrangements.
  • Identify fundamental building blocks of a successful combination of two electric cooperatives.
  • Understand key questions boards must discuss in contemplating a merger or consolidation, critical steps that must be taken in a merger or consolidation process, a proposed structured process, and essential outreach and communications with staff, employees and members.
  • Discuss tactics, strategies, and benefits of territorial acquisition and examine case studies of territorial acquisition.

Online Registration

Registration is Closed
Closed: 1/9/2024 4:00 PM

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