TECHNOLOGIES MANAGEMENT, INC.
TMI’s Fall 2013 Regulatory Seminar:
Critical Telecom Regulatory Developments in Reporting, Access
Reform, and Consumer Relations Obligations
An educational seminar researched, developed, and presented by
the telecom industry experts at TMI.
October 24 & 25, 2013 - Maitland, Florida
at the offices of Technologies Management, Inc.
TMI’s two-day seminar is designed to give service providers the
understanding and the tools needed to navigate the continual
changes in state and federal regulations. Seminar attendees will
learn the key factors that will impact their businesses and the
take back critical information to determine the best options for
developing sound regulatory strategies.
Among the topics covered are:
Federal and State Regulatory Trends for 2014
VoIP Regulation and Non-Regulation
De-tariff and Deregulation
Access Transition to Zero
IP Interconnection
Complaint Management
Special Access
Reporting Developments
Form 499 issues
Management of Exemption Certificates
Forward Momentum for Regulation and Technology
FCC Technology Transition Task Force Primary
Considerations featuring guest speaker David J. Malfara,
Sr. President/CEO ETC Group LLC
-and NARUC Federalism Task Force Report: Cooperative
Federalism and Telecom featuring the entire TMI
Regulatory Consulting Team
About Technologies Management,
Inc.
Technologies Management, Inc. (TMI)
has been a leader in state and federal
telecommunications regulatory
compliance for over 25 years. Based in
Maitland, Florida, TMI provides
consulting services in the areas of
competitive rate analysis and research,
interconnection agreement and carrier
negotiations, certification, tariff
development and maintenance, and
state and federal regulatory monitoring
and reporting.
For more information about TMI, call
407-740-8575 or visit their website at
www.tminc.com.
Technologies Management, Inc.
2600 Maitland Center Parkway
Suite 300
Maitland, FL 32751
TMI’s Fall 2013 Regulatory Seminar:
Critical Telecom Regulatory Developments for Reporting, Access Reform, and Consumer
Relations Obligations
October 24 and 25, 2013
Registration includes all meals on Day 1 and breakfast and lunch on Day 2
Day 1 - Thursday, October 24th
8:15 a.m. – 9:00 a.m. Continental Breakfast at TMI
9:00 a.m. – 9:15 a.m. Welcome to TMI Headquarters
Connie Wightman, President
Meet TMI’s Consulting Team
9:15 a.m. – 9:30 a.m.
Overview of TMI’s Regulatory Seminar Telecom Regulatory Trends and Critical Developments
in Reporting, Access, and Consumer Relations Obligations
Connie Wightman, President and Consultant
Overview of the topics and objectives of this TMI Regulatory Seminar.
9:30 a.m. – 10:15 a.m.
De-tariffing and Deregulation – How does total de-tariffing impact you and your competitors?
Connie Wightman, President and Consultant
The role of tariffs
Status of deregulation by jurisdiction and service provider type
Status of tariffs by jurisdiction and service type
Posting requirements
The post-tariff regulatory environment
10:15 a.m. – 10:35 a.m. Break
10:30 a.m. – 12:30 p.m.
VoIP- Don’t Assume It Is Unregulated
Amy Gross, Regulatory Policy Consultant
The status of various jurisdictions
FCC Rulings and Decisions
Key Developments
-
State and Federal funding requirements (USF, TRS, 911 etc.)
Operational requirements (911 and 711 dialing, LNP, accessibility
requirements)
- Entry Requirements
Numbering – Resources and FCC Numbering Trials
Pending VoIP issues – federal and state
TMI’s Fall 2013 Regulatory Seminar:
Critical Telecom Regulatory Developments for Reporting, Access Reform, and Consumer
Relations Obligations
October 24 and 25, 2013
Day 1 - Thursday, October 24th continued
12:30 p.m. – 1:30 p.m.
Lunch with TMI Consultants and Key Staff
1:30 p.m. – 3:00 p.m.
Reporting Obligations: 499 A & Q & You
Sharon Thomas, Consultant
 Carrier filing obligations, timeframes and penalties
 Non-499 filing obligations triggered by 499 Registration
 How federal USF, TRS and other fees are calculated from 499 information
 Estimates, true ups and implicit penalties for inaccurate estimates
 VoIP safe harbor, traffic studies and “actual” – what’s the best approach?
 Is it time to retire your EUCL?
3:00 p.m. – 3:15 p.m. Break
3:15 p.m. – 4:15 p.m.
Reporting: Managing Exemption Certificates
Sharon Thomas, Consultant
and TMI Consulting and Compliance Reporting Staff
 Who needs exemption certificates?
 Impact of new wholesale exemption certificate requirements for 2014
 Industry proposed language and options – which should you choose?
 Certificate recordkeeping and management
4:15 p.m. – 5:15 p.m.
Complaint Management
Sharon Thomas, Consultant
and TMI Consulting and Compliance Reporting Staff
Best Practices for Escalated Complaints
 Organize complaint process
 Resources for responding to complaints
 Knowing how to respond
 Know when it is the right time to push back
5:45 p.m. - 7:30 p.m.
Dinner with Technologies Management, Inc. – Sheraton Orlando North
TMI’s Fall 2013 Regulatory Seminar:
Critical Telecom Regulatory Developments for Reporting, Access Reform, and Consumer
Relations Obligations
October 24 and 25, 2013
Day 2 – Friday, October 25th
8:00 a.m. – 9:00 a.m.
Continental Breakfast at TMI
9:00 a.m. – 10:30 a.m.
Very Special Access (and Switched Access) Run Down - Part I
Carey Roesel, Consultant
and TMI’s Consulting Team
Explore the complex issues facing the world of access and new terrain left by the FCC ICC/USF
Reform. Transition to zero and a focus on Special Access and developments regarding FCC
Special Access Data Collection plans will provide attendees with important information for
product and network planning.
The Total Access Revenue Bucket
Implementing ARC
Transport vs. End Office Switching
Dedicated portions of Switched Access
10:30 a.m. – 10:45 a.m. Break
10:45 a.m. – 12:30 p.m.
Very Special Access (and Switched Access) Run Down – Part II
Carey Roesel, Consultant
and TMI’s Consulting Team
What’s so special about Special Access? What Does IP Interconnection do to the Access
landscape?
FCC Special Access Data Collection plans – what to expect and when?
IP Interconnection - the new Interconnection Agreement?
Dark Fiber and related developments
NG 911
477 Reporting in 2014
TMI’s Fall 2013 Regulatory Seminar:
Critical Telecom Regulatory Developments for Reporting, Access Reform, and Consumer
Relations Obligations
October 24 and 25, 2013
– Friday, October 25th continued
Day 2 – Friday, October 25th continued
12:30 p.m. – 2:00 p.m.
Lunch and Learn at TMI
Forward Momentum for Regulation and Technology
TMI’s Telecom and Regulatory Consulting Team will be joined by David J.
Malfara, Sr., President/CEO of ETC Group, LLC to discuss technology transitions
and regulatory challenges for the industry
FCC Technology Transition Task Force Primary Considerations
Dave Malfara, President/CEO ETC Group LLC
This discussion, lead by Mr. Malfara, with attendees and TMI Consulting Team
will focus on the realities of the Technology Transition Task Force challenges for
the industry
 From TDM to VoIP (IP Technology)
 Wireline migration to Wireless
 Copper-based network transition to Fiber
NARUC Federalism Task Force Report: Cooperative Federalism and Telecom
Connie Wightman, President Technologies Management, Inc.
Following the FCC, NARUC’s Cooperative Federalism and Telecom report focuses
on how states’ will transition to new technology and services while ensuring
communications services continue to be offered at affordable levels, are reliable,
and the new technologies do not disadvantage consumers or geographic regions
in some way.
 Can regulation be technology neutral?
 What kind of competitors will be offering services in this environment?
 The impact of the FCC’s informal rule making process on states
2:00 p.m.
Seminar concludes