Annual Mass Appraisal Valuation Symposium. In co operation with the City of Calgary Assessment Business Unit

Transcription

1 International Property Tax Institute Annual Mass Appraisal Valuation Symposium In co operation with the City of Calgary Assessment Business Unit Ensuring Valuation Consistency in Turbulent Times How to Deal with Natural Disasters and Economic Downturns June 18 19, 19, 2014 Calgary Marriott Downtown Hotel 110 9th Avenue S.E. Calgary, Alberta Platinum Sponsor REGISTRATION DEADLINE: June 5, 2014 Gold Sponsors Silver Sponsor INTERNATIONAL PROPERTY TAX INSTITUTE 4950 Yonge Street, Suite 2308 Toronto, Ontario, Canada M2N 6K1

2 Ensuring Valuation Consistency in Turbulent Times Calgary, Alberta AGENDA Wednesday, June 18, 2014 Time Function Kensington Conference Room Chair/Speakers 08:00-08:45 Registration 08:45-09:00 Welcome and Opening Remarks Paul Sanderson, IPTI Nelson Karpa, City of Calgary SESSION 1 DEALING WITH NATURAL DISASTERS 09:00-09: Calgary Flood Nelson Karpa 09:30-10: Calgary Flood Mayor s Perspective Mayor Naheed Nenshi, City of Calgary 10:00-10:20 BREAK 10:20-10:50 Christchurch, NZ Post Earthquake Revaluation Neill Sullivan SESSION 2 ENSURING VALUATION CONSISTENCY IN TURBULENT TIMES 10:50-11:20 The Hong Kong Experience L.Y. Choi 11:20-11:50 Ilorin, Nigeria A Developing Economy: Nigerian Experience Ajayi Michael Tolulope Adeyemi 11:50-12:15 The South African (KZN) Experience Riël Franzsen, Greg Cowden and Douw Boshoff 12:15-13:30 LUNCH Luncheon Speaker: Dr. Patrick Finn SESSION A: STANDARDS & QUALITY ASSURANCE 13:30 to 15:00 Chair: Irwin Blank DAY 1 AFTERNOON BREAKOUT SESSIONS SESSION B : EDUCATION AND TRAINING 13:30 to 15:00 Chair: Colleen Fabbi Quality Assurance for Mass Appraisal Peter Gamble Valuation Standards for the Assessment Professional Paul Sanderson Assessor s Training & Education Colleen Vercouteren Setting the Stage for Turbulent Times: is ADDIE (A) The Answer? Theresa Herbert Quality Assurance in Mass Appraisal Richard Borst Valuer Training and Education: IPTI s Perspective Gerry Divaris BREAK: 15:00 to 15:20 BREAK: 15:00 to 15:20 SESSION C: ASSESSMENT S ROLE IN PLANNING & DEVELOPMENT 15:20 to 16:50 Calgary s Experience Rollin Stanley and John Lindsay SESSION D: PROPERTY TAXATION ISSUES: DO VALUATIONS MATTER? 15:20 to 16:50 Chair: Gerry Divaris Assessment Forecasting and Financial Planning for Canada s Economic Engine Elsie Hutton and Brian Moore 16:50-17:15 REPORTS FROM BREAKOUT SESSIONS A,B,C,D and Q & A 17:30 Networking Reception EVENT SPONSORS Page 2

3 Ensuring Valuation Consistency in Turbulent Times Calgary, Alberta AGENDA Thursday, June 19, 2014 Time Function Chair/Speakers SESSION 3 MASS APPRAISAL VALUATION: CANADIAN AND INTERNATIONAL EXPERIENCES 08:45-09:15 Guidance on International Mass Appraisal and Related Tax Policy Mary Reavey and Alan Dornfest 09:15-09:45 Dealing with Bush Fires and Other Natural Disasters: The Delfina Lanzilli Australian Experience 09:45-10:20 The New Model of Property Tax in the Russian Federation Irina Kalashnikova 10:20-10:40 BREAK 10:40-11:15 The Integration Frontier in CAMA Technology: How to Cope with Doug Bennett Economic Recessions and Respond to Natural Disasters 11:15-11:45 The Benefits of Unit Costing David Highfield 11:45-12:15 Best and Worst of Property Administration Scorecard Research and Outcomes 12:15-12:30 Questions and Answers Fred Nicely and Paul Sanderson 12:30-13:40 LUNCH DAY 2 AFTERNOON BREAKOUT SESSIONS SESSION E: VALUATION OF UNIQUE PROPERTIES 13:40 to 15:00 Chair: Rod Risling SESSION F: MASS APPRAISAL APPLICATIONS 13:40 to 15:00 Chair: Scott Powell Impact of Industrial Wind Turbines on Residential Property Values Brian Guerin and Jason Moore Valuation of Large Industrial and Unique Properties The Assessors Perspective Malcolm Stadig Come Over from the Dark Side: Embrace Geostatistics and Spatially Aware Valuation Models Richard Borst Calgary s Industrial Warehouse Market Moving to a Regression Model Ian McDermott and Marcus Berzins Calgary s Downtown Office Market Daniel Lidgren BREAK: 15:00 to 15:20 BREAK: 15:00 to 15:20 SESSION G: LITIGATION CHALLENGES IN MASS APPRAISAL 15:20 to 16:30 Chair: Jerry Grad Statutory Valuations: Market Value and Equity Expert Witness and Advocacy Assessment Appeal Preparation Michael Blaschuk, Scott Stewart, Jerry Grad SESSION H: NATURAL DISASTERS: VALUATION CHALLENGES 15:20 to 16:30 Chair: Scott Powell Calgary s 2013 Flood: Valuation Challenges Andrew Cornick 16:30-16:45 REPORTS FROM BREAKOUT SESSIONS E,F,G and H and Q & A 16:45-17:00 Symposium Summary and Wrap Up Paul Sanderson EVENT SPONSORS Page 3

4 Ensuring Valuation Consistency in Turbulent Times Calgary, Alberta Speakers and Chairs Doug Bennett Director, Product Strategy and Architecture, Thomson Reuters, USA Marcus Berzins Irwin Blank Michael Blaschuk Richard Borst Douw Boshoff L.Y. Choi Andrew Cornick Greg Cowden Gerry Divaris Alan Dornfest Colleen Fabbi Patrick Finn Riël Franzsen Peter Gamble Jerry Grad Brian Guerin Theresa Herbert David Highfield Elsie Hutton Irina Kalashnikova Nelson Karpa Delfina Lanzilli Daniel Lidgren John Lindsay Ian McDermott Brian Moore Jason Moore Naheed Nenshi Fredrick Nicely Scott Powell Mary Reavey Rod Risling Chief Executive Officer, Saskatchewan Assessment Management Agency, Canada Assistant Deputy Minister, Real Estate Services, Shared Services BC, Canada Senior Research Scientist, Tyler Technologies, USA Faculty of Engineering, Built Environment and Information Technology, University of Pretoria, South Africa Assistant Commissioner, Rating and Valuation Department, Hong Kong CoGTA KZN, South Africa Director, International Property Tax Institute, Canada Technical Standards Committee, International Association of Assessing Officers (IAAO), USA Professor, University of Calgary, Canada Director, African Tax Institute, South Africa Manager, Operational Quality Management, Municipal Property Assessment Corporation (MPAC), Canada Chief Executive Officer, International Property Tax Institute, Canada Director, Assessment Standards & Mass Appraisal, Municipal Property Assessment Corporation (MPAC), Canada Learning Development Team, City of Edmonton, Canada VP Field Operations, BC Assessment, Canada Chief Financial Officer, Regional Municipal of Wood Buffalo, Canada Department Head, Gruppa Kompleksnykh Resheniy, Ltd., Russia Director, City Assessor, Assessment Business Unit, City of Calgary, Canada Valuer-General, South Australia Manager, Assessment Development Services, Assessment Business Unit, City of Calgary, Canada Assessor, Assessment Business Unit, City of Calgary, Canada Director, Regional Assessor, Regional Municipality of Wood Buffalo, Canada Valuation Manager, Assessment Standards and Mass Appraisal Branch, Municipal Property Assessment Corporation (MPAC), Canada Mayor, City of Calgary, Calgary, Canada Senior Tax Counsel, Council on State Taxation (COST), USA Assessment SW - Team Lead, City of Calgary, Canada Technical Standards Committee, International Association of Assessing Officers (IAAO), USA Branch Manager, Edmonton Assessment & Taxation City of Edmonton, Canada President, International Property Tax Institute, United Kingdom Paul Sanderson Malcolm Stadig Valuation Manager, Municipal Property Assessment Corporation, (MPAC), Canada Rollin Stanley General Manager, Planning, Development and Assessment, City of Calgary, Canada Scott B. Stewart Stewart & Company, Barristers and Solicitors, Canada Neill Sullivan Valuer-General, New Zealand Ajayi Michael Toululope Adeyemi Senior Lecturer, Federal University of Technology, Minna, Nigeria Colleen Vercouteren Director, Valuation & Customer Relations, MPAC, & President Institute of Municipal Assessors, Canada Page 4

5 Ensuring Valuation Consistency in Turbulent Times Calgary, Alberta, Canada June 18 19, 2014 CONFERENCE AND HOTEL INFORMATION CONFERENCE FEES Regular Fee $ CDN/pp + 5% HST ($26.25 = $551.25) IPTI Member Fee $ CDN/pp + 5% HST ($24.75 = $519.75) 5+ from same organization $ CDN/pp + 5% HST ($24.75 = $519.75) All fees include symposium materials, lunches, breaks, cocktail reception. For on line payment and registration go to: registration page/?ee=42 Refund Policy: All cancellations must be made in writing. Cancellations received 15 days prior to the event will be charged a 25% administration fee. No refund for cancellations received after this deadline. Substitutes welcome. HOTEL INFORMATION: Conference Venue Calgary Marriott Downtown Hotel, 110 9th Avenue SE, Calgary, Alberta T2G 5A6. Standard Single/Double Room: $ Standard Triple: $ plus taxes. Please book rooms directly with the Hotel at or call Request the International Property Tax Group rate. Hotel cutoff date is: May 16, Alternate Hotel (within walking distance to Marriott): Ramada Hotel Downtown Calgary, 708 8th Avenue SW, Calgary, Alberta T2P 1H2. Single/Double Room/night = $ taxes. Book directly with the hotel at: reservations@ramadacalgary.com or call: Reference Block Code: CGS 728 to obtain this rate. Hotel cutoff date is: May 17, Quote booking SESSION 2 ENSURING VALUATION CONSISTENCY IN TURBULENT TIMES Chair: REGISTRATION FORM: Please use one form per registration and forward completed registration noting payment method to the International Property Tax Institute, 4950 Yonge Street, Suite 2308, Toronto, Ontario M2N 6K1 Attn: Conference Division. If paying by IPTI s on line payment please submit payment and fax completed registration form to: or to lkonet@ipti.org Delegate Name on Badge: / First Name Last Name Organization Name: Country: Title: City: Fax: PAYMENT INFORMATION (indicate payment method below) I am an IPTI/Co Operating Agency Member YES NO Payment submitted by cheque Submitted On Line Registration Fee Submitted (per person) CDN $ IPTI on line payment: go to

6 ABOUT The International Property Tax Institute (IPTI) IPTI opens the door to the world of property taxation. IPTI is an independent global organization that supports the building of property tax system capacity through collaborative partnerships of practitioners, governments, taxpayers and academia. Utilizing its ability to assemble international experts from all facets of the assessment and taxation fields, IPTI assists governments, corporations, organizations, taxpayers and industry professionals alike to better understand the complex issues of financing local governments and the essential role property taxation has in this process. IPTI provides a variety of opportunities for experience sharing and dissemination of best practice through its training programs, courses, conferences, workshops, seminars and publications. International Property Tax Institute 4950 Yonge Street, Suite 2308 Toronto, Ontario, Canada M2N 6K1