Julie Lieberman

Expertise

Regulation:
Cost of capital and return on equity, Incentive regulation, Stranded cost recovery

Julie Lieberman

Senior Project Manager

  508.263.6223
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Summary of Experience

Ms. Lieberman is a financial and economic consultant with over 25 years of experience in the energy industry. Her broad base of expertise includes financial and economic consulting in the energy sector, utility ratemaking, regulatory policy and compliance, due diligence, mergers and acquisitions, litigation support and analysis, risk management, asset valuation and modeling, nuclear decommissioning, wholesale and retail energy trading and operations, energy procurement and scheduling, and utility hedging strategies.

Ms. Lieberman is a testifying expert on utility cost of capital and has performed a variety of economic analyses, extensive regulatory research, and developed testimony and research reports in both regulatory and non-regulatory proceedings. Most recently She has studied the importance of Environmental, Social, and Governance (ESG) practices to utility investors and has assisted in the development of a risk-based approach to ESG strategic planning for Concentric clients. Additionally, she 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 is proficient in Microsoft Office applications and a variety of statistical and risk applications. Prior to joining Concentric, she served in the financial and risk-related fields in the unregulated energy trading and marketing sector. She holds a Masters in Finance from Boston College, a B.S. in Accounting from Indiana University, is a licensed CPA (Texas), is a FINRA licensed securities professional (Series 7, 63, and 79), and is Treasurer and a founding board member of the New England Women in Energy and the Environment (NEWIEE) since 2008.


Education

M.S., Finance, Boston College, with Honors

B.S., Accounting, Indiana University

Licensed Securities Professional: NASD Series 7, 63, and 79 Licenses

Certified Public Accountant, Houston, TX


Testified Before

Ontario Energy Board; Régie de l’énergie du Québec


Case Studies


Publications

Tax Reform and the Regulated Distribution Utility: A Regulatory Summary   PDF

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