JSI’s 2022 Fall Financial Seminar

The FCC’s never-ending changes to the universal service and access charge regimes continue to complicate the cost-settlement system and significantly impact your settlements and revenue streams.

A clear understanding of cost allocations and how to maximize cost recovery will, therefore, be essential to your company’s continued success – particularly given the current pressures on your revenue streams.

JSI’s 2022 Fall Financial Seminar focuses on responding to changes in the revenue streams associated with today’s broadband network, including NECA settlements, regulated and non-regulated allocations, intercarrier compensation, and external sources of funding.

Key Information:

Registration Cost:

  • $1,100 per Person through August 15, 2022 (Early Bird Rate)
  • $1,200 per Person after August 15, 2022 (Regular Rate)

Seminar Schedule:

  • Wednesday, September 14, 2022 | 8:30 am – 5:00 pm (CT)
  • Thursday, September 15, 2022 | 8:30 am – 5:00 pm (CT)
  • Friday, September 16, 2022 | 8:30 am – 12:00 pm (CT)

Registration Page:

Registration is now closed.


Topics to Be Covered:

  • An overview of the FCC rules that impact revenues and other financial results for rural LECs and other providers of voice and broadband telecommunications:
    • Part 32 – Uniform System of Accounts (USOA)
    • Part 64 – Non-regulated allocations and affiliate transaction
    • Parts 36 and 69 – Separations and access
  • National Exchange Carrier Association (NECA) reviews and Universal Service Administrative Company (USAC) audits

  • A high-level overview of the cost study and cost allocation processes, including the analysis of the telephone network, operating expenses, and other inputs

  • Broadband:
    • Potential policy shifts
    • Current and proposed settlements

  • Federal Universal Service Fund (USF) funding:
    • Overview of the categories
    • Current and proposed policy shifts
  • Reviewing valuation techniques

  • Securing financing through debt or grants

  • Understanding your customers through data including:
    • Mapping
    • Other metrics
  • Managing your business with performance monitoring and analysis

Learning Objectives:

At the conclusion of the seminar, attendees should be able to:

  • Understand the FCC’s High Cost Support Mechanisms, including A-CAM and legacy programs and potential future changes
  • Identify the primary drivers of the Federal High Cost Loop and other USF mechanisms
  • Analyze regulated revenue sources for purposes of budgeting and forecasting of future results
  • Understand common valuation techniques applicable to rural communications providers
  • Understand the key inputs and drivers of the FCC Form 499A, including areas of potential exposure and audit focus
  • Understand the process and focus of current USAC and NECA audits

This is a basic-level course for all personnel responsible for financial or operational issues; however, other management, financial, and regulatory staff will also benefit from this program.

Attendees will be eligible to receive 20 hours of continuing professional education (CPE) credit. For additional information on the CPE credits offered through this program, please refer to the “CPE Information” section below.


Hotel Information:

Courtyard Nashville Downtown:

  • Address: 170 4th Avenue North, Nashville, TN, 37219
  • Contact Information: 615-256-0900 (telephone)
  • Room Block Price: $259 (standard nightly rate while rooms are still available)
  • Reservation Cut-Off Date: August 15, 2022
  • Reservation Process: To reserve your room at a discounted rate, please call 1-888-236-2427 and mention code “JSI.” Alternatively, you can simply click here to use the hotel’s online registration system. All attendees are strongly encouraged to book their rooms early in order to secure a room at this special group rate.

CPE Information:

CPE Credit Overview:

This course offers 20 hours of “Specialized Knowledge” CPE credit. If you are interested in earning CPE credits at this event, then 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. 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 or Comments:

If you have any questions or comments concerning this seminar, our registration process, or program-cancellation policies, please contact the JSI Marketing Department by clicking the button below or by calling 301-459-7590 during normal business hours to be connected with a member of the team.

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