Jodi Dobson is the firm's public sector technical leader and a principal on the energy and utilities team. She has more than 20 years of experience serving municipal utilities, villages, cities, counties and state agencies. Jodi's experience includes performing financial audits, single audits as well as preparing rate studies, cost of service studies, rate designs and financial forecasts. She also oversees enterprise resource planning (ERP) system selections, organizational assessments, fraud investigations and agreed-upon procedure engagements. Jodi is active in national and state industry associations.

Jodi Dobson is the firm's public sector technical leader and a principal on the energy and utilities team.

Carthage College (Kenosha, Wisconsin)
Bachelor of Business Administration in accounting and international business

Oversees financial and single audits for municipal electric, water, wastewater, stormwater and transit utilities, joint action agencies and municipalities

Leads agreed upon procedure reviews related to contract compliance for utilities, joint action agencies, regulatory bodies and municipalities

Facilitates utility rate studies, including cost of service studies and rate design options, as well as development of connection fees and impact fees

Assists governmental units with interpretation and implementation of Governmental Accounting Standards

Analyzes the financial impact of construction projects on utility customer rates, borrowing needs and operational results

Directs the preparation of annual operating budgets and long-range financial forecasts considering capital needs, financing, desired cash reserves and rate implications

Provides support to municipal utilities with complex retail and wholesale rate issues

Leads special projects, including chart of account separations, specific rate designs, departmental cost analysis, development of connection fees and impact fees, operational benchmarking and basis of accounting conversions

Compiles annual reports to regulatory agencies

Performs compliance audits of federal and state funded programs under OMB Uniform Guidance

Conducts fraud investigations for municipalities and counties

American Institute of Certified Public Accountants

American Public Power Association (APPA) – utility education courses instructor

Government Finance Officers Association Comprehensive Annual Financial Report reviewer

Illinois Government Finance Officers Association

Municipal Electric Utilities of Wisconsin

Wisconsin Section of American Water Works Association, Board of Trustees, 2019 Chair and 2020 Past Chair

Wisconsin Government Finance Officers Association

Wisconsin Institute of Certified Public Accountants

Wisconsin Public Transportation Association

Chair – Baker Tilly Utility University annual conference

Contributing author – APPA – “Advanced public utility accounting guidebook” (2019)

Contributing author – APPA – “Advanced utility accounting manual” (2012) 

Public Sector Financial Management Advisory

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