JSI’s 2021 Financial Seminars

2021-11-02T13:08:35-04:00July 15, 2021|Archived Events|

2021 Financial Seminars

JSI’s Part 32 & Part 64 Accounting Seminar provides a detailed review and explanation of the FCC’s Part 32 and Part 64 accounting principles and applications. JSI staff discuss specific issues of the FCC’s accounting procedures, including the “allowable” expenses for USF and NECA purposes, as well as increased regulatory scrutiny of the Part 64 allocation mechanisms. This seminar also covers the ongoing USAC and NECA audits and reviews. And new for 2021, we also covered how to account for broadband grants and COVID-19 relief efforts your company may have received.

Topics:

  • Part 32/64 Introduction
  • Part 64 and elements of the Cost Allocation Manual (CAM)
  • NECA & USAC audits
  • Rate base
  • Operating revenues
  • Expenses
  • Taxes
  • Accounting for FCC and other grants
  • Accounting issues related to the Federal PPP program
  • Changes to Part 32 Accounting to conform to GAAP accounting

Learning Objectives: At the end of the seminar, attendees are be able to:

  • Understand concepts and principles of the FCC Part 32 accounting rules
  • Determine sources and drivers of primary regulated revenue streams, including USF and NECA Settlements
  • Understand the hierarchy of Cost Allocations contained within Part 64 of the FCC’s rules
  • Compare and contrast valuation of transactions between affiliated entities and non-affiliated entities
  • List the primary areas of focus of USAC OIG and other audit processes

Attendees receive electronic copies of the seminar materials and JSI’s Accounting Manual for the Independent Telephone Company. The seminar includes lecture, group discussion, and sample accounting problems. Everyone is encouraged to participate.

This is a basic level course for accountants, bookkeepers, and auditors, as well as telco staff looking to gain a better understanding of telecommunications and FCC accounting requirements. Attendees are eligible for 8 hours of CPE credit (see below for more information).

CPE Information

CPE Credits & Information: This course offers 8 hours of Accounting CPE credit. For those interested in earning CPE credits, you will be required to respond to a series of engagement activities throughout the seminar sessions. The number of credits you receive will be based on the engagement activities you complete, as well as the amount of time spent in the meeting. The Accounting Seminar is considered an “Overview” program through NASBA classification. No prerequisites or advanced preparation is required for this course.

Delivery Method: All JSI seminars are “group-live” sessions as defined by NASBA.

CPE Sponsorship Information: JSI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Questions?

For questions or complaints about the seminar, registration, or program cancellation policies, please contact Leah Yoakum, Seminar Administrator, at 301-459-7590.

The FCC’s never-ending changes to the universal service and access charge regimes continue to add levels of complexity to the cost settlement system and significantly threaten your settlements and revenue streams. Understanding the allocation of costs and maximizing cost recovery, especially with the current pressures on your revenue streams, is critical to continued success. JSI’s Separations & Access Seminar focuses on responding to today’s broadband network and services, in addition to its usual assessment of cost settlements, regulated and non-regulated allocations, jurisdictional categorizations, access procedures, and intercarrier compensation. The 2021 seminar included the continued reform of Universal Service funding mechanisms; data reporting and compliance for A-CAM electors; special access/BDS issues; using operational and financial data to manage for success; and federal and state grants and loans issues and opportunities.

Topics:

  1. Separations concepts and principles
  2. Settlements and compensation
  3. Accounts affecting the separations process:
    • Part 32, USoA
    • Part 64
    • Regulated / non-regulated allocations
  4. NECA cost issues
  5. NECA & USAC audits
  6. A review of the cost study and cost allocation process, including the analysis of the telephone network, operating expenses and other inputs
  7. Broadband
    • Potential policy shifts
    • Current and proposed settlements
  8. Part 69 – Access Charges and the Recovery of Interstate Costs
  9. Federal Universal Service Funding
    • Overview of the categories
    • Current and proposed policy shifts
  10. Emerging trends and issues
  11. Projecting future revenue streams associated with Universal Service and FCC access charges

Learning objectives:
At the end of the seminar, attendees will be able to:

  • Understand how changes in FCC rules impact separations and settlements
  • Compare and contrast the FCC Part 36 Separations rules for various Part 32 Accounting groups
  • Understand the FCC’s High Cost Support Mechanisms, including A-CAM and Legacy programs and potential future changes
  • Identify the primary drivers of Federal High Cost Loop and other USF mechanisms
  • Define the steps involved in determining the Interstate Revenue Requirement
  • Analyze regulated revenue sources for purposes of budgeting and forecasting of future results

This is a basic level course for separations, settlement, and access personnel new to this area or company, or with responsibility for financial or operational issues. Other management, financial, and regulatory staff who rely on or make use of separations and access data will also benefit from this seminar. Attendees are eligible for 20 hours of CPE credit (see below for more information).

CPE Information

CPE Credits & Information: This course offers 20 hours of Specialized Knowledge CPE credit. For those interested in earning CPE credits, you will be required to respond to a series of engagement activities throughout the seminar sessions. The number of credits you receive will be based on the engagement activities you complete, as well as the amount of time spent in the meeting. The Accounting Seminar is considered an “Overview” program through NASBA classification. No prerequisites or advanced preparation is required for this course.

Delivery Method: All JSI seminars are “group-live” sessions as defined by NASBA.

CPE Sponsorship Information: JSI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Questions?

For questions or complaints about the seminar, registration, or program cancellation policies, please contact Leah Yoakum, Seminar Administrator, at 301-459-7590.

Recording Available for JSI’s 2021 Management Seminar

2021-11-02T13:13:26-04:00April 29, 2021|Archived Events, News|

Purchase the Management Seminar Recording

Did you miss the live seminar? Purchase the recording!

If you missed the live webcast of JSI’s Management Seminar, you didn’t miss out entirely. We recorded the live event and that recording is available for purchase for $695. You’ll receive all of the seminar presentation slides and the recordings from both days of the seminar. And there’s no limit on how many times you or your staff can view the recording online.

If you are interested in purchasing the recording, please email Leah Yoakum in our Maryland office or give her a call at 301-459-7590.

This last year further amplified the need for our industry to keep pushing forward to provide rural America with top-notch broadband. We’ve seen billions of dollars at both the state and federal level poured into connecting rural communities, but as we know, money alone won’t solve the problem. It became more important than ever for us to come together, even if it wasn’t feasible to meet in person, to discuss not only how to bring broadband to our customers, but to ensure that our companies are successful while doing it.

The theme of our 2021 Management Seminar was “Succeeding in a Broadband World.” Among the hot topics we discussed were:

  • Post-RDOF auction market assessments and strategies as unproven competitors creep ever closer;
  • Emerging broadband technologies including 5G, LEOS, and IP trunking and what your broadband network might look like in 2030;
  • Prospects of future USF funding, particularly what we expect from the 2024 review and the odds of an A-CAM III;
  • Profiling your customers for better marketing results;
  • Mitigating cybersecurity risks and fighting back against robocallers;
  • The future of access billing; and
  • Why the time might be right to calculate the value of your company and its assets.

Learning Objectives:
At the end of the seminar, you will be able to:

  • Prepare for future competitive, technological and compliance developments
  • Plan for the network of tomorrow 
  • Grow your revenue through new services and initiatives
  • Set up your company for success in the next 5 to 10 years
  • Meet requirements due to changes to federal telecom policies
  • Anticipate other initiatives that might be heading your way

Even though our Management Seminar venue was different in 2021, our goal remained the same – to showcase the financial, management, regulatory, and technical information you’ll need to remain successful in our evolving industry. Our seminar as always was led by some of the industry’s most respected experts, including JSI President Steve Meltzer; Vice Presidents John Kuykendall, Dave Lewis, Jamie Miller, Bhavini Sokhey, and Valerie Wimer; Director of Economics & Policy Douglas Meredith; Director of Network Engineering Milan Todorović; and Director of Engineering Operations Aaron Stroman, P.E.

JSI Postpones its 2020 Management Seminars

2020-09-29T14:57:37-04:00March 23, 2020|Archived Events|

2020 Seminars Postponed Due to COVID-19 Pandemic

After reviewing guidance issued by the Centers for Disease Control and Prevention (CDC), local state and national health authorities regarding coronavirus (COVID-19), we’ve decided to postpone this year’s Management Seminars. We hope to reschedule these sessions at a later date.

Thank you to anyone who had previously registered and planned to attend one of our seminars. You’ll receive additional information by email from Leah Yoakum soon regarding your registration. If you have any questions, feel free to reach out to either Leah or Brenda Cordwell.

Thank you for your understanding and we hope to see you at a future seminar. And don’t forget, JSI staff is still working and available to help you with anything you need during this tumultuous time. Stay safe and healthy!

Our annual Management Seminars showcase the latest financial, management, regulatory, and technical information you rely on to react to our evolving industry. At each of our sessions this May, we’ll discuss today’s rapidly changing competitive, technological, and regulatory landscape and the trends we see affecting you in the next 10 years. We’ll also examine alternative revenue opportunities you should consider in both the near and long term to position your company for continued success. Our 2020 Management Seminar agenda will include:

  • New opportunities in the Rural Digital Opportunity Fund (RDOF)
  • Robocall mitigation requirements and the TRACED Act
  • Update on the FCC’s broadband testing requirement
  • CBOL, competitive pricing, new services, and other revenue growth & replacement strategies
  • 5G and other spectrum considerations & opportunities
  • Latest news on current USF settlement program(s)
  • Advocacy and where your efforts can make a difference
  • Privacy protection issues
  • Pricing & bundling considerations, including maximizing digital technology to enhance your brand
  • Financial best practices, including crucial KPIs you should be tracking
  • Updates on timely & important regulatory issues, including retransmission, copyright, & video compliance

Learning Objectives:
At the end of the seminar, you will be able to:

  • Prepare for future competitive, technological and compliance developments
  • Make an educated decision about RDOF opportunities
  • Grow your revenue through new services and initiatives
  • Set up your company for success in the next 5 to 10 years
  • Meet requirements due to changes to federal telecom policies
  • Anticipate other initiatives that might be heading your way

Our seminars, led by some of the industry’s most respected experts, provide you with the in-depth analysis that you’ll need to make the right decisions for your future. We hope you’ll join JSI President Manny Staurulakis; Senior Vice President Steve Meltzer; Vice Presidents John Kuykendall, Dave Lewis and Valerie Wimer this May at one of our sessions.

JSI’s 2019 Management Seminars

2019-11-26T11:14:45-05:00January 24, 2019|Archived Events|

Our annual Management Seminars showcase the latest financial, management, regulatory, and technical information you’ll need to react to our ever-changing industry. The 2019 seminars have ended. Look for the 2020 seminar dates and locations early next year.

The 2019 seminars reviewed the latest news on USF reform and what we expect things to look like over the next 5-10 years. We also discussed revenue replacement strategies and strategies to set your company up for success in 2025. The 2019 agenda included:

  • The current USF landscape and what’s on the horizon
  • USF contribution reform
  • Options for your company’s business data services (BDS)
  • Details of the FCC’s new broadband testing requirement
  • CBOL, competitive pricing, new services, and other revenue growth & replacement strategies
  • Wireless threats and opportunities in rural areas
  • Grant opportunities and auctions your company should consider
  • Privacy protection issues
  • Financial best practices
  • Updates on various regulatory issues

Our seminars, led by some of the industry’s most respected experts, provide you with the in-depth analysis that you’ll need to make the right decisions for your future. Our 2019 seminars were presented by JSI President Manny Staurulakis; Senior Vice President Steve Meltzer; Vice Presidents John Kuykendall, Dave Lewis, and Valerie Wimer; and Director of Economics & Policy Douglas Meredith.

Thursday, May 9 & Friday, May 10, 2019 – Minneapolis, MN

Thank you everyone who attended our Minneapolis seminar. We look forward to seeing you all again in 2020!

Thursday, May 16 & Friday, May 17, 2019 – Atlanta, Ga.

Thank you everyone who attended our Atlanta seminar. We look forward to seeing you all again in 2020!

Monday, May 20 & Tuesday, May 21, 2019 – San Antonio, Texas

Thank you everyone who attended our San Antonio seminar. We look forward to seeing you all again in 2020!

Additional Information

Schedule:

Day 1
12:00 p.m. – 1:00 p.m. — Registration
1:00 p.m. – 5:00 p.m. — Seminar meeting
5:30 p.m. – 6:30 p.m. — Reception for all attendees

Day 2
7:30 a.m. – 8:00 a.m. — Breakfast
8:00 a.m. – 12:00 p.m. — Seminar meeting

Who Should Attend:

Owners / Executives; General Managers; Supervisory Personnel; Key Regulatory/Financial Staff

Dress:

Business Casual

CPE Information

This course provides eight hours of CPE credit in the Specialized Knowledge and Applications field. No prerequisites or advance preparation is required. The JSI Management Seminar is considered an “Overview” program through NASBA classification. All JSI seminars are “group-live” sessions as defined by NASBA.

CPE Sponsorship Information:
JSI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

JSI’s 2018 Management Seminars

2019-05-10T09:02:45-04:00January 15, 2018|Archived Events|

2018 Management Seminars

During our signature Management Seminars, we provide you with the latest regulatory, financial, management, and technical information to prepare for whatever is coming down the road. And in 2018, with USF reform well underway, we focused on strategic initiatives that will help you replace lost Universal Service funds, provide the services customers need and desire, improve your company’s bottom line, and plan for the network of the future. The 2018 agenda included:

  • Sunset of the access regime
  • Current status of USF and its future outlook
  • Your Consumer Broadband-Only Loop (CBOL) options
  • The federal Tax Reform Act’s impact on ILEC settlements, USF and tariffs
  • Implications associated with 5G deployment
  • Updates on Lifeline, HUBB, Rural Health Care, number portability, and the CAF Phase II auction
  • Benefits of central office switch consolidation
  • The latest Net Neutrality rules and requirements
  • Fashioning a successful out-of-area business plan
  • Infrastructure initiatives in 2018

Learning Objectives:
At the end of the seminar, you will be able to:

  • Determine how the changes to the federal tax laws will affect your business
  • Evaluate if offering stand-alone broadband to your customers will help your bottom line
  • Prepare for the upcoming CAF II auction and NPAC transition
  • Plan for possible expansion beyond your traditional service area
  • Assess if your company should consolidate its CO switches
  • Meet requirements due to changes to federal telecom policies
  • Anticipate other initiatives that might be heading your way

Our seminars, led by some of the industry’s most respected experts, provide you with the in-depth analysis that you’ll need to make the right decisions for your future. We hope you’ll join JSI President Manny Staurulakis, Senior Vice President Steve Meltzer, and Vice Presidents John Kuykendall, Brian Sullivan and Valerie Wimer at one of our future sessions.

Thursday, May 3 & Friday, May 4, 2018 – Minneapolis, MN

Minneapolis Airport Marriott
2020 American Blvd. East
Bloomington, MN 55425

Ph: 952-854-7441

Thursday, May 10 & Friday, May 11, 2018 – Atlanta, Ga.

Atlanta Airport Marriott
4711 Best Road
Atlanta, GA 30337

Ph: 404-766-7900

Thursday, May 17 & Friday, May 18, 2018 – San Antonio, Texas

Grand Hyatt San Antonio
600 E Market Street
San Antonio, TX  78205

Ph: 210-224-1234

Additional Information

Schedule:

Day 1
12:00 p.m. – 1:00 p.m. — Registration
1:00 p.m. – 5:00 p.m. — Seminar meeting
5:30 p.m. – 6:30 p.m. — Reception for all attendees

Day 2
7:30 a.m. – 8:00 a.m. — Breakfast
8:00 a.m. – 12:00 p.m. — Seminar meeting

Who Should Attend:

Owners / Executives; General Managers; Supervisory Personnel; Key Regulatory/Financial Staff

Dress:

Business Casual

CPE Information

This course provides eight hours of CPE credit in the Specialized Knowledge and Applications field. No prerequisites or advance preparation is required. The JSI Management Seminar is considered an “Overview” program through NASBA classification. All JSI seminars are “group-live” sessions as defined by NASBA.

CPE Sponsorship Information:
JSI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

JSI’s 2017 Management Seminars

2017-05-19T10:09:35-04:00February 2, 2017|Archived Events|

As you experienced, 2016 was a tumultuous year for the rural telecom industry, with the long-awaited USF reform efforts finally becoming reality with the adoption of A-CAM. But 2017 could be shaping up to be a perfect storm of uncertainty for JSI’s clients. Just as the new USF reform policies and requirements take effect, a new administration and new leadership at the FCC could potentially make changes to what we thought was decided on USF, Lifeline and net neutrality.

Once again, JSI is ready to step in to prepare you for whatever is coming down the road. We’re developing a jam-packed agenda for our 2017 Management Seminars:

  • Policy objectives and priorities under the new FCC;
  • Comprehensive analysis of the financial, operational and compliance issues in a post A-CAM environment;
  • Buildout and geocoding requirements for all rate-of-return carriers;
  • Broadband infrastructure implications under the new administration;
  • Understanding broadband tariff options, including the new retail option;
  • New broadband privacy and ISP enhanced transparency rules;
  • IP transition issues, including IP interconnection; and
  • Requirements due to the Number Portability Administration Center (NPAC) vendor transition.

Learning Objectives:
At the end of the seminar, you will be able to:

  • Determine how the FCC’s new rules on universal service, broadband, net neutrality, E-rate, and other issues will affect your company and its operations;
  • Anticipate the priorities and actions of the FCC’s new leadership;
  • Plan for the upcoming transition to an all-IP network;
  • Prepare for the NPAC vendor transition; and
  • Effectively evaluate new lines of business.

Our seminars, led by some of the industry’s most respected experts, provide you with the in-depth analysis that you’ll need to make the right decisions for your future. We hope you’ll join JSI President Manny Staurulakis, Senior Vice President Steve Meltzer, Vice Presidents John Kuykendall and Valerie Wimer, and Director–Economics & Policy Douglas Meredith this May at one of our sessions.

Seminar Registration

Cost: $835 for the first registration from each company and $790 for each additional registration. The fee includes seminar materials, reception, and refreshment breaks.

Early bird rates: Register by March 15 and save on each registration – only pay $785 for your company’s first registration and $750 for each additional registration.

Class size is limited.  To register for this seminar, please use our online registration forms (see the tabs below).  If you have any questions about registering, please contact Leah Yoakum at 301-459-7590. JSI will send you a confirmation letter when we receive your registration. Online payment (through PayPal) is available, but prepayment is not required. We will send invoices after the seminar to those who do not prepay.

Cancellations must be received at least 72 hours prior to the scheduled start for a full refund; cancellations received after the 72-hour cut off will be subject to a $100 cancellation fee. Companies that have prepaid using PayPal and cancel their registrations more than 60 days after paying will be refunded their registration fees minus any penalties charged by PayPal.

Monday, May 1 & Tuesday, May 2, 2017 – Minneapolis, MN

Minneapolis Airport Marriott
2020 American Blvd. East
Bloomington, MN 55425

Ph: (952) 854-7441

Monday, May 8 & Tuesday, May 9, 2017 – Atlanta, Ga.

Atlanta Airport Marriott
4711 Best Road
Atlanta, GA 30337

Ph: (404) 766-7900

Monday, May 15 & Tuesday, May 16, 2017 – San Antonio, Texas

Grand Hyatt San Antonio
600 E Market Street
San Antonio, TX  78205

Ph: (210) 224-1234

Additional Information

Schedule:

Day 1: 1:00 p.m. – 5:00 p.m. A reception for all attendees immediately follows the Day 1 session.

Day 2: 8:00 a.m. – Noon

Who Should Attend:

Owners / Executives; General Managers; Supervisory Personnel; Key Regulatory/Financial Staff

Dress:

Business Casual

CPE Information

This course provides eight hours of CPE credit in the Specialized Knowledge and Applications field. No prerequisites or advance preparation is required. The JSI Management Seminar is considered an “Overview” program through NASBA classification. All JSI seminars are “group-live” sessions as defined by NASBA.

CPE Sponsorship Information:
JSI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

2017 JSI Fall Financial Seminars

2018-01-16T15:06:54-05:00February 2, 2017|Archived Events|

JSI’s Fall Financial Seminars 

We hold our Fall Financial Seminars in late September of each year in the same location on consecutive days to give everyone the opportunity to attend both the Accounting and the Separations & Access seminars. Check back in early 2018 for next year’s dates and location! 

And in the meantime, you can get an idea of the topics covered in each seminar by looking at the 2017 seminar descriptions below.

We hope to see you in 2018!

JSI’s Part 32 & Part 64 Accounting Seminar provides a detailed review and explanation of the FCC’s Part 32 and Part 64 accounting principles and applications. JSI staff discuss and analyze specific issues raised by the FCC’s changes to the Part 32 accounting system and by increased regulatory scrutiny of the Part 64 allocation mechanisms. This seminar also covers the ongoing audits and reviews that have been implemented by USAC and the FCC.

This is a basic level course for accountants, bookkeepers, and auditors, as well as telco staff looking to gain a better understanding of telecommunications and FCC accounting requirements. Attendees are eligible for 8 hours of CPE credit (see below for more information).

2017 Topics:

  • Part 32/64 Introduction
  • Part 64 and elements of the Cost Allocation Manual (CAM)
  • NECA & USAC audits
  • Rate base
  • Operating revenues
  • Expenses
  • Taxes

2017 Learning Objectives: At the end of the seminar, attendees will be able to:

  • Compare and contrast FCC Part 32 accounting rules with GAAP accounting procedures
  • List the primary area of focus of USAC OIG and other audit processes
  • Determine and be able to apply Part 64 allocation procedures to joint and common cost pools

The seminar will begin at 8:00 a.m. and conclude at 5:00 p.m. Lunch and refreshments will be provided.

Attendees receive the seminar materials, as well as an electronic version of JSI’s Accounting Manual for the Independent Telephone Company. The seminar includes lecture, group discussion, and sample accounting problems. Everyone is encouraged to participate. Dress for all JSI seminars is business casual.

CPE Information

CPE Credits & Information: This course provides 8 hours of Accounting CPE credit. The Accounting Seminar is considered an “Overview” program through NASBA classification. No prerequisites or advanced preparation is required for this course.

Delivery Method: All JSI seminars are “group-live” sessions as defined by NASBA.

CPE Sponsorship Information: JSI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Questions?

For questions or complaints about the seminar, registration, refunds, or program cancellation policies, please contact Leah Yoakum, Seminar Administrator, at 301-459-7590.

The FCC’s continuing changes to both the universal service and access charge regimes add levels of complexity to the cost settlement system and could significantly threaten your settlements and revenue streams. Understanding the allocation of costs and maximizing cost recovery, especially with the current pressures on your revenue streams, is critical to continued success. JSI’s Separations & Access Seminar focuses on responding to today’s broadband network and services, in addition to its usual assessment of cost settlements, regulated and non-regulated allocations, jurisdictional categorizations, access procedures, and intercarrier compensation. The 2017  seminar included the latest about the FCC’s A-CAM model and implementation issues, as well as changes to USF and NECA pooling for those companies that do not opt for a model-based support mechanism.

This is a basic level course for separations, settlement, and access personnel new to this area or company, or with responsibility for financial or operational issues. Other management, financial, and regulatory staff who rely on or make use of separations and access data will also benefit from this seminar. Attendees are eligible for 20 hours of CPE credit (see below for more information). 

2017 Topics:

  1. Separations concepts and principles
  2. Settlements and compensation
  3. Accounts affecting the separations process:
    • Part 32, USoA
    • Part 64
    • Regulated / non-regulated allocations
  4. NECA cost issues
  5. NECA & USAC audits
  6. A review of the cost study and cost allocation process, including the analysis of the telephone network, operating expenses and other inputs
  7. Broadband
    • Potential policy shifts
    • Current and proposed settlements
  8. Part 69 – Access Charges and the Recovery of Interstate Costs
  9. Federal Universal Service Funding
    • Overview of the categories
    • Current and proposed policy shifts
  10. Emerging trends and issues
  11. Projecting future revenue streams associated with Universal Service and FCC access charges

2017 Learning objectives:
At the end of the seminar, attendees will be able to:

  • Compare and contrast the FCC Part 36 Separations rules for various Part 32 Accounting groups
  • Show a better understanding of the FCC’s A-CAM Model and upcoming changes to USF and NECA pooling.
  • Identify the primary drivers of Federal High Cost Loop and other USF mechanisms
  • Define the steps involved in determining the Interstate Revenue Requirement

The seminar will begin at 8:30 a.m. each day, and conclude by 5:00 p.m. on days one and two, and by noon on day three. Lunch will be provided the first two days, as well as refreshments throughout the session. Dress for all JSI seminars is business casual.

CPE Information

CPE Credits & Information: This course provides 20 hours of Specialized Knowledge and Applications CPE credit. The Separations & Access Seminar is considered an “Overview” program through NASBA classification. No prerequisites or advanced preparation is required for this course.

Delivery Method: All JSI seminars are “group-live” sessions as defined by NASBA.

CPE Sponsorship Information: JSI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Questions?

For questions or complaints about the seminar, registration, refunds, or program cancellation policies, please contact Leah Yoakum, Seminar Administrator, at 301-459-7590.

Go to Top