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Practical templates and worksheets for co-op and utility finance and accounting professionals — ready to use, no course required. Enter your email and each one is delivered straight to your inbox.

Guide

5 Essential AI Prompts for Utility Finance

Five ready-to-use AI prompts for utility and co-op finance work — board narratives, meeting minutes, work order audits, policy review, and FERC clarifications.

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Checklist

The 7-Point FERC/RUS Work Order Audit Checklist

A quick-reference audit verifying compliance at every phase of your capital project lifecycle, from authorization through retirement accounting.

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Template

ASC 980/GASB 62 Implementation Plan

A step-by-step roadmap for adopting ASC 980 or GASB 62 treatment, with a built-in budget and rate impact calculator.

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Guide

Co-op and Utility Board Members: Rate Study Question Guide

Clear, direct questions board members can ask when reviewing cost-of-service and rate design studies.

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Worksheet

Continuing Property Record (CPR) Consolidation Worksheet

See how to consolidate CPR components that always move together into a single fixed asset unit, with a worked example.

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Worksheet

Three-Factor Cost Allocation Worksheet

Allocate shared departmental costs using the Three-Point Formula — a simple average of headcount, expenses, and gross plant in service.

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Worksheet

Work Order Process Evaluation Template

Analyze your work order process for efficiencies and best practices across six major categories and 27 line items.

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