Summary of Experience
Ms. Lieberman is a financial and economic consultant with over 30 years of experience in the energy industry. Her broad base of experience as a financial and economic consultant in the energy sector includes: utility ratemaking, regulatory policy and compliance, due diligence and litigation support and analysis, risk management, asset valuation and modeling, transmission planning and cost allocation, wholesale and retail energy trading and operations, energy procurement and scheduling, and utility hedging strategies.
Ms. Lieberman is a testifying expert and has authored research reports in both regulatory and non-regulatory proceedings on issues pertaining to transmission planning, cost of capital, and utility ratemaking. She has most recently focused her efforts on reformation of transmission planning processes to enable renewable development, alternative utility regulatory models, issues pertaining to cost of capital, capital structure, tax, risk-mitigating rate mechanisms, and regulatory processes that assist in the transition to decarbonize energy. Ms. Lieberman has co-authored articles published in Public Utilities Fortnightly on utility hedging practices and utility cost of capital and is a regular contributor to the Concentric Connection.
Ms. Lieberman has performed extensive economic analyses, financial modeling, regulatory research, and is proficient in Microsoft Office applications. Prior to joining Concentric, Ms. Lieberman served in the financial and risk related fields in the unregulated energy trading and marketing sector. She holds a M.S. in Finance from Boston College, a B.S. in Accounting from Indiana University, is a licensed CPA (Texas), and is a FINRA licensed securities professional (Series 7, 63, and 79). Ms. Lieberman has served as the Treasurer of New England Women in Energy and the Environment (NEWIEE) since 2008.
M.S., Finance, Boston College, with Honors
B.S., Accounting, Indiana University
FINRA Licensed Securities Professional: Series 7, 63, and 79 Licenses
Certified Public Accountant, Houston, TX
Alberta Utilities Commission; Federal Energy Regulatory Commission; Ontario Energy Board; Régie de l’énergie du Québec
Julie Lieberman, Senior Project Manager at Concentric, authored a technical report that explained the existing transmission planning and cost allocation processes in three major jurisdictions. The report identified current issues that present obstacles to renewable energy development, based on independent research and interviews with key industry experts.
The Vermont Department of Public Service engaged Concentric to prepare an assessment of the financial aspects of the proposed transfer of the Vermont Yankee nuclear station from a subsidiary of Entergy Corporation to NorthStar Decommissioning Company, LLC, including the financial assurances proposed by NorthStar if the transfer were approved, and the financial capabilities of NorthStar […]
We managed all of our client’s overall transmission-related U.S. Department of Energy (“DOE”) loan guarantee effort. Working with the client’s internal team and its other outside advisors, our team was responsible for insuring that the client was well-positioned to have its application favorably received by the DOE, all required documentation for the application was completed and filed […]
Concentric assisted a natural gas utility as it sought compensation for gas that was delivered but not paid for by a customer. We prepared an expert report that addresses gas billing and accounting, gas balancing and transfers, and analysis of damages claimed in the litigation and the appropriate methods for, or criteria applicable to, their […]