Event Calendar

Start Date: 8/13/2026 8:30 AM CDT
End Date: 8/13/2026 10:30 AM CDT

Venue Name: Webinar

Location:

Organization Name: Wisconsin Electric Cooperative Association

Contact:

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Register for the full series HERE.

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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.

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