Tuesday, 8:30 – 9:45                      Heartland A

Opening Ceremony                        Presented by John Lawson

The morning will start with presentation of the colors, an invocation, and a welcome by the Mayor of Johnston. I will welcome the attendees and give final details about the conference. We will also introduce vendors present.

 

Tuesday, 10:15 – 11:30                   Heartland A

Standing for Something               Presented by Aaron Thomas

It is my hope that many of you might remember Ed Thomas, the high school football coach from Aplington–Parkersburg that spoke to us at NCRAAO 2009 in Coralville. Regretfully, Coach Thomas was shot and killed in the days following our conference. Coach Thomas taught by word and deed, lessons of faith, leadership, service, commitment and sacrifice. It is these qualities that he instilled in those privileged enough to have been graced with his acquaintance. I invited his son Aaron back to remind us of the words Ed said back in 2009, “People will not remember you for the wins and losses; they will remember you for the type of person you were.”

Tuesday, June 21   1:00 – 2:30                     Lower Level

Impact of Wind Turbines on                      Presented by Jason Moore Residential Property                                              & Jami  Stata

The Municipal Property Assessment Corporation (MPAC) commissioned this study of the effects of industrial wind turbines (IWT) on the current value of property in proximity to the turbines. Over the last few years, the subject of IWTs has been the subject of a number of reports and studies – both in Canada and worldwide. Past and current studies undertaken by both academics as well as real estate and health professionals have focused on the potential impacts of IWTs on property value and health. Given MPAC’s legislated mandate, this report focuses on the potential impact of IWTs on property values.

 

MPAC’s study concludes that 2012 Current Value Assessments (CVA) of properties located within proximity to an IWT are assessed at their current value and are equitably assessed in relation to homes at greater distances. No adjustments are required for 2012 CVAs. This finding is consistent with MPAC’s 2008 CVA report. The 2012 CVA study also found that there is no statistically significant impact on sale prices of residential properties in these market areas resulting from proximity to an IWT. The study underwent a rigorous independent third-party peer review and includes appendices describing the study parameters and documenting the analyses.

 

Presenter Bios: Jason Moore, BAS (Hon), MBA, UBC Certificate of Real Property Assessment

Jason Moore is Valuation Manager - Assessment Standards and Mass Appraisal, Office of the Chief Assessor with the Municipal Property Assessment Corporation. Mr. Moore oversees the mass appraisal of approximately 1.8 million properties across 12 MPAC field offices including the regions of Durham, York, Halton, Peel, Niagara and cities of 3 Municipal Property Assessment Corporation ©

 

Jamie Stata, BA, UBC Certificate of Real Property Assessment

Jamie Stata is a Property Valuation Specialist - Assessment Standards and Mass Appraisal, Office of the Chief Assessor with the Municipal Property Assessment Corporation. Mr. Stata has nearly 25 years of property assessment experience in the province of Ontario. He currently conducts the valuation of residential development land across six counties in Southwestern Ontario and has completed the mass appraisal analysis for Huron, Perth, Gray and Bruce counties over the past five province-wide assessment updates. Mr. Stata has presented at the International Association of Assessing Officers Annual Conference on Assessment Administration as well as the Mass Appraisal Valuation Symposium conducted by the International Property Tax Institute

Tuesday, June 21   1:00 – 2:30                     Lower Level

Introduction to Res. Modeling (Pt. 1)     Presented by Randy Ripperger

This session will provide an introduction to the mechanics and application of statistical modeling in property valuation, as well as instruction in gathering and qualifying data for statistical modeling.  Multiple regression analysis (MRA) will be introduced, as well as how to follow step by step explanations of the MRA process.

Presenter Bio: Randy is currently the Polk County Assessor, while also serving as President Elect of IAAO. Randy is an Iowa Certified General Appraiser, holds a CAE designation from the IAAO and is an Iowa Certified Assessor. He is a senior IAAO instructor, and has served on numerous IAAO committees. Randy was the IAAO Verne Pottoroff designee and the ISAA Outstanding member in 2011.

Managing Successful Appeals                    Presented by Amy Rasmussen & Dave Hibbard

During this session you will learn the key components of managing successful State Board appeals as well as District Court appeals.  We will discuss the processes we go through from the initial filings all the way through to the final orders from the vantage point of both the local Board of Review and the County Attorney’s Office and best practices in dealing with property owners, tax representatives and attorneys.

Presenter Bio: Dave Hibbard is an assistant county attorney in the Polk County Attorney’s Office in Des Moines, Iowa.  He works on government aspects of real estate, especially assessment appeals, eminent domain, planning and zoning, and water rights.  He received his law degree, and a master’s degree in land-use planning, from the University of Iowa.

 

Dave occasionally lectures and writes on real estate and land use topics, including assessment of real property. He is one of the authors of the recently published Iowa Drainage Law Manual.  He has previously served as a Representative in the Iowa Legislature for two terms, and on his local school board. 

Dave is a member of the Iowa and Polk County bar associations, and the Iowa Drainage District Association. He is a 15 year member of the IAAO.

Presenter Bio: Amy is currently serving as the Director of Litigation for the Polk County Assessor. She has a RES and an AAS designation from the IAAO, and is an Iowa Certified Assessor. Amy has a Master from Drake in Public Administration and a BS in Psychology from Iowa State. She is a Senior IAAO instructor and has worked on numerous IAAO committees.

Tuesday, June 21   3:00 – 4:30                   Lower Level

Introduction to Res. Modeling (Pt.2)     Presented by Randy Ripperger

See previous description and bio

Managing Successful Appeals                    Presented by Amy Rasmussen & Dave Hibbard

See previous description and bio

Impact of Wind Turbines on                      Presented by Jason Moore Residential Property                                                              & Jami Stata

See previous description and bio

Wednesday, June 22 8:00-9:45

Residential Quality, Condition,                Presented by Rick Stuart                         and Effective Age  (Part 1)

This workshop will review the characteristics that determine construction quality for residential properties by use of the Marshall & Swift Valuation Service. House images will be included in the presentation and will lead to extensive classroom participation. Actual construction costs will also be considered as a guide to determining quality. Images will also assist in the discussion on rating homes for condition in relationship to the definition and description for each condition rating. The determination of condition will lead directly into calculations for effective age. Effective age will be defined and demonstrated on how to extract it from the market. Several data sets will be provided for the students to calculate effective age and how to use for the development of a depreciation or percent good table. Topics discussed are: USPAP review, cost approach, quality, condition, physical deterioration using effective age, functional obsolescence, external obsolescence and depreciation and effective age extraction.

Presenter Bio: Rick's experience started in 1981 as an elected assessor in Missouri and an appointed appraiser in Kansas. As a senior IAAO instructor, Rick now teaches and develops courses and workshops on appraisal, public relations/customer service and management. Through his instruction, experience and formal education (B.S. in Accounting), he has assisted numerous individuals and jurisdictions with how to develop and improve staff, establish office procedures, and related issues on modeling and market valuations. Rick holds the CAE designation from the (IAAO) and has been the recipient of several IAAO awards.

Wednesday, June 22 8:00-9:45

Challenges of Valuing Ag Land                  Presented by Scott Johnson    and Buildings                                                       & Wayne Schwickerath

What is the future of Agricultural values in the assessment world? Like anything that you study, knowing what has happened in the past and observing current trends will give you better understanding of what to expect in the future. From the advancement in the type of construction of agricultural buildings to the changes in how land is valued for ad valorem tax purposes, the process seems to be in a constant state of flux.  We will discuss how agricultural valuations are evolving in the upper Midwest and how these issues challenge our profession.  

I will give a brief history of agricultural values, including advancements in agricultural building design and materials, as well as examples of the differences in how agricultural buildings are valued and taxed in multiple Midwest states. I will also discuss exemptions from different states and the history behind them. I will cover the different levels of assessment between states from 100% to 12% of appraised value for both land and buildings. I will talk about depreciation, functional obsolescence, economic obsolescence and the idea of what is market and/or productivity value.

In the second half of the presentation I will discuss the valuation of agricultural land, explaining the differences in productivity value based on the types of soils to the use of market value and how it affects taxable value from state to state. I will talk about the use of GIS and soil surveys in the process of valuing agricultural land and what adjustments are being used. We will discuss how a productivity value is established and what the current trend is in agricultural market value verses productive value. The attendee will learn many different ways to value agricultural buildings and land, getting ideas of the best approach for their own use.  Attendee discussion will be encouraged.

Presenter Bio: Scott D Johnson ICA, RES is currently the Vice President of VCS Field Operations with Vanguard Appraisals, Inc an Iowa based Mass Appraisal and CAMA Software Company and prior to this, he was the Ringgold County Iowa assessor. He has an AA Degree in Aviation Science, received his ICA (Iowa Certified Assessor) in 2003 and his RES (Residential Evaluation Specialist) in 2012. Scott became an IAAO instructor in 2009, received his national certification in 2013 and during this time he has developed and taught many courses and classes in many states and at many conferences. Scott brings with

Presenter Bio: Wayne Schwickerath is currently serving as the Story County, IA Assessor. Wayne earned his Business Administration degree with an emphasis in Management from Upper Iowa University. He is a Certified General Real Property Appraiser, and an Accredited Senior Appraiser (ASA) through the American Society of Appraisers.  Wayne holds the Iowa Certified Assessor (ICA) designation, as well as the Residential Evaluation Specialist (RES) and Certified Assessment Evaluator (CAE) designations from IAAO.  He has served as the Secretary-Treasurer for the Iowa State Association of Assessors (ISAA) since 1996, and was the ISAA Outstanding Member of the Year in 1993.  Wayne has over 40 years experience and knowledge in the assessment field since beginning his career in 1974.

Cadastral Data Sharing and                        Presented by Neal Carpenter Aggregation                                                           & Brent Jones                     

Your cadastral data will eventually be used as part of a national parcel map. The question is, will you have a voice in determining how your maps will be shared and aggregated into that system.

For many years, there has been discussion about the need for a national parcel map for the United States. The US is the only modern nation that does not have such a database. This is rooted in the fact that unlike most developed countries, this data is most commonly created and maintained at the local government level.

IAAO is a founding member of COGO (the Coalition of Geospatial Organizations). The speakers will present an overview of IAAO’s role and participation in COGO, especially as it relates to the development of the NSDI Report Card and the coalition’s discussions about a national parcel map.

Presenter Bios: Neal Carpenter, President & CEO, The Sidwell Corporation. Neal manages the Sidwell department directors and leads the company’s strategic planning process. He also serves as the Chairperson for the Board of Directors. Neal possess the Cadastral Mapping Specialist designation from the IAAO, and has instructed courses on land records related topics for various state assessment organizations. He has served for several years as the IAAO delegate to COGO.

Presenter Bios Brent Jones, Global Manager, Land Records/Cadastre for ESRI. Brent oversees ESRI’s worldwide strategic planning, business development, and marketing activities for land records, cadastral, surveying, and land administration. As a recognized technology innovator, Jones specializes in modernizing existing land administration systems and designing new GIS-based cadastral management platforms for large and small governments around the globe.

Wednesday, June 22 10:15 – 12:00

Residential Quality, Condition, and Effective Age (Part 2)

See class information and bio under Part 1.

Communicating and Managing                 Presented by Dr. Celina Peerman Team Members

Everyday leaders are balancing more priorities than ever.  This session will examine leadership best practices today to build, manage and lead teams.  Discussion and activities will focus on ways to set expectations, manage daily communication, and follow through to reinforce the behavior we want repeated.  From practical words-to-say to long term strategies, this session will examine the research, add a sense of humor and focus on the everyday steps to stronger performance for internal and external customers.

Leaders in the assessor’s office frequently balance the needs of many constituencies, however, doing so while building and managing employee teams can be challenging.  This session will include a presentation as well as participant interaction and discussion. The first part of the session will focus on the changing roles of leaders in today’s organization and the key actions needed for the most effective results.  The second part will review specific tools that every day leaders can use to build trust, communicate more effectively, set expectations and coach for higher performance. 

Goals of the Presentation

The goal for this presentation is to share information with the attendees so that they will be better able to:

1.        Identify key qualities for successful leaders need in today’s organization

2.       Understand best practices for trust, communication and performance management within the systems

3.       Apply learning to specific conversations and situations in order to reinforce employee performance for better internal and external customer service.

Presenter Bio: Dr. Celina Peerman serves as an organizational behavior specialist with over 22 years of experience from the front line to senior level positions, in a wide range of industries. She is passionate about engaging our human resources in new ways in order to achieve even better organizational results. Celina’s focus is to provide quality training and services that directly contributes to better service for all stakeholders and in particular the retention of front line staff and strength of first line supervisors. Her passion is for how people behave at work; the good, the bad, and the worst. Celina’s style has been described as dynamic noting the ability to draw in even the most resistant attendees through real life examples and humor.

Wednesday, June 22 10:00-11:45

Residential Quality, Condition, and Effective Age (Part 2)

Wednesday, June 22 1:00-2:45

Statistics and Data Visualization:             Presented by Mel Gonnerman, Truth, Tall Tales, and Trickery                   Jr. Ph.D.

When was the last time someone said to you, “You can make numbers say anything you want them to!The assessor’s office frequently needs to collect new data, maintain existing databases, generate statistical summaries, and explain complex information about property values to people with varied educational backgrounds. In this presentation, three topics will be discussed to help you be better able to efficiently and effectively create and explain statistical summaries and graphs to people. These topics include: (1) descriptive versus predictive statistics, (2) measures of central tendency, and (3) statistical summaries and data visualization.

The assessor’s office frequently needs to collect new data, maintain existing databases, generate statistical summaries, and explain complex information about property values to people with varied educational backgrounds. In this presentation, three topics will be discussed to help you be better able to efficiently and effectively create and explain statistical summaries and graphs to people. These topics include: (1) descriptive versus predictive statistics, (2) measures of central tendency, and (3) statistical summaries and data visualization.

This session will include a slideshow presentation as well as participant interaction and discussion. The first part of the session will focus on explaining the differences between descriptive and predictive statistical techniques. This discussion will be framed within the context of ratio studies and some of the challenges with explaining to the general public issues related to assessed values, appraised values, and sale prices. The second part will overview measures of central tendency and how these are affected by factors such as outliers, variability, and shape of the distribution. The third part will include best practices for creating statistical summaries and using data visualization in ways that are easy to read, use, and understand.

The goal for this presentation is to share information with the attendees so that they will be better able to:

1.        Understand the differences between descriptive statistics and predictive statistic, especially with data related to property values.

2.       Understand how outliers and the shape of distributions affect measures of central tendency.

3.       Create statistical summaries and charts to minimize misinterpretation by the general public and other consumers of assessor-generated data.

4.       Presenter Bio: Mel Gonnerman, Jr. is the Director of Industrial and Organizational services at the Peerman Group. His Ph.D. is from Northern Illinois University where he specialized in Social and Industrial Organizational Psychology.

5.        His previous professional experiences include having been a faculty member in the psychology department at UNI, research Operations Manager at the Center for Social and Behavioral Research at UNI, Founder and Executive Director of a non-profit organization, and Corporate Planner and Marketing Director for a manufacturing company.

6.        

Wednesday, June 22 1:00-2:45

Residential Quality, Condition, and Effective Age (Part 3)

See class information and bio under Part 1.

Wednesday, June 22 3:15 - 5:00

Residential Quality, Condition, and Effective Age (Part 4

7.       See class information and bio under Part 1.