Julie Lieberman

Expertise

Financial Advisory:
Financial due diligence, Regulatory due diligence and merger approval proceedings

Market Analysis and Resource Planning:
Risk management policies and programs, Transmission planning and cost allocation

Regulation:
Alternative regulatory models, Cost of capital and return on equity, Regulatory policy, 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 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.


Education

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


Testified Before

Alberta Utilities Commission;  Federal Energy Regulatory Commission; Ontario Energy Board; Régie de l’énergie du Québec


Case Studies


Publications

How Transmission Planning & Cost Allocation Processes are Inhibiting Wind & Solar Development in SPP, MISO, & PJM   PDF

Advancing FERC’s Methodology for Determining Allowed ROEs for Electric Transmission Companies   PDF

Is There A Silver Lining to Nuclear Decommissioning?   PDF

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

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