Municipal Assessors Institute
2018 Municipal Assessors Institute
September 11-14, 2018
Green Bay, WI
Register online and pay with a credit card here.Register online and have us invoice you here.
Print the PDF of the registration form to mail or fax here.
Print the PDF of the Agenda here.*
*Please Note: The Agenda has changed slightly due to speaker scheduling requirements.
Wisconsin Property Tax Litigation (Law/Management) was originally scheduled for Wednesday but has been moved to 1:30 p.m., Tuesday. This workshop is now designated as workshop #2 on the registration form.
Residential/Commercial Market Update (Appr) was originally scheduled for Tuesday but has been moved to 1:30 p.m., Wednesday. This workshop is now designated as workshop #4 on the registration form.
Make reservations with Tundra Lodge by calling 877-886-3725.
Identify yourself as part of the League of Wisconsin Municipalities to receive the block rate of $82/single or $92/double, plus 15.5% local and state taxes. If tax exempt, a letter/certificate of exemption must be presented.
Reservations must be made with the hotel no later than August 26, 2018. 72-hour cancellation policy. Check-in is at 4:00 p.m. Check-out is at 11:00 a.m.
8:00 a.m Golf Outing at Thornberry Creek (Shotgun Start)
Contact Alex Drews if you're interested in participating: firstname.lastname@example.org
1:00 p.m. Moderators' Meeting
1:30 p.m. Concurrent Sessions
(1) Law Updates 2018 Act 68, Trespass Laws & Open Records (Law/Mgmt)
DESCRIPTION: This 3.0 hour law and management class designed for assessors to identify and understand law changes affecting the notice process. Open records processes will be addressed, identifying and defining best practices for your business. Attendees will be provided the history and intent of the legislation and common sense approaches to address the new requirements, including assessment notices during revaluations, denials, waivers and inspection warrants. The instructors will identify what each assessor needs to know when implementing the Act 68 process in their assessment districts.The second part identifies trespass laws that are still in place but have been impacted by the Dover case and how to avoid criminal trespass. Business as usual will be the norm for many applications but there are critical aspects you need to be aware of to avoid potential conflicts. The third section of the class addresses open records requirements, data storage and WPAM requirements for the PRC. Attendees will learn time frames for requests, and use of digital replies. Instructors will identify the must haves in a reply and go through a sample PRC to show what you may have been missing in the past. Record retention in a digital world has changed, we will show how you can be compliant with the law by following the instruction provided. Moderator: Shannon Krause, City Assessor, Wauwatosa; Instructors: Michelle Drea, City Assessor, Madison, and Kelly Altschul, Attorney, DOR
(2) WI Property Tax Litigation (Law/Mgmt)
DESCRIPTION: Review of all recent assessment related court decisions, including the Supreme Court decision in Metropolitan and a number of recent decisions on agricultural use. Discuss recent dark store cases and WI legislation. Current exemption issues including personal property exemption for machinery tools and patterns. Moderator: Mark Hanson, Retired City Assessor, Madison; Instructors: Ryan Braithwaite, Attoney, Crivello Carlson; Jamie Staffaroni, Assistant City Attorney, City of Madison; Dana Erlandsen, Chief Counsel, DOR
6:00 p.m. Opening Night Reception
Mark Hanson, City Assessor, Madison Assessors Section, presiding
NCRAAO Welcome, Don Flaherty, Tax Director, Dickey County, ND
IAAO Welcome, Timothy Boncoskey, Chief Deputy Assessor, Maricopa County, AZ
WAAO Business Meeting
10:30 a.m. (3) DOR Update 2018 (Law/Mgmt)
DESCRIPTION: Formerly the "DOR Roundtable" this 1.5 hour law and management class reviews DOR activities, staffing and initiatives. Participants will receive division updates by work area and a review of the assessment year. Assessor questions will be taken at the end, and as always good discussion will take place in-between. Moderator: Jim Young, Commercial Appraiser, Grota Apprasials; Instructors: Mary Gawryleski, Equalization Bureau Director, WI-DOR; Tim Drascic, Manufacturing and Utility Bureau Director, WI-DOR; Mark Paulat, Chief Training Officer, WI-DOR
1:30 p.m. Concurrent Workshops
(4) Residential /Commercial Market Update (Appraisal)
DESCRIPTION: Provide a macroeconomic, demographic, capital markets, and space markets discussion of the commercial and residential real estate markets. I also plan to review some interesting academic research (distilled for a lay audience) in a “back to the classroom” discussion of Real Estate in a Mixed Asset Portfolio. Moderator: Matt Tooke, City Appraiser II, Appleton; Instructor: Mark Eppli, The Graaskamp Center for Real Estate, University of Wisconsin
(5) Digital Imagery & Future Technology (2.5 Appraisal & .5 Law/Management)
DESCRIPTION: Participants will learn about new ways to “do more with less” and the technologies that enable assessors to develop an opinion of value from the best information available. IAAO and the WI DOR have recognized the need for process improvements so an “Alternative to Periodic On-Site Inspections” has been developed and approved. The specific requirements of this technology will be discussed. Participants will learn how Milwaukee and other assessors utilize oblique technologies to analyze and measure property and update property record cards to discover property and determine changes in valuation. Industry leaders in desktop applications will provide participants with a working knowledge of how oblique aerial imagery tools and GIS applications create cost affective assessment applications. Assessors will learn how to utlize county GIS applications and utilize desktop applications to assist them in the assessment process by reducing their property inspection time. Lastly, a discussion on expanding availability of oblique imagery combined with the use of the statewide parcel layer will be offered. Moderator: Rick Rubow, Assessor, Wausau; Instructors: Seve Miner, Commissioner of Assessments, City of Milwaukee; Mark Paulat, Chief Training Officer, DOR; Brandon Tourtelotte, Regional Technical Manager, Eagleview Technologies; Adam Dorn, City of Oshkosh; Todd Bergen, ESRI Canada; Jason Fetch, Account Manager Local Government Team, ESRI.
5:15 p.m. Reception
6:00 Banquet followed by Social Hour @ Tundra Bar
9:00 a.m. Concurrent Workshops
(6) Exempt Status Health Clinics Associated with Hospitals (Law/Mgmt)
DESCRIPTION: This workshop will focus on possible exemptions available for medical clinics associated with hospitals. Participants will learn to identify the exemptions that may apply to such medical clinics and will learn the considerations relevant to determining if those exemptions apply through an exploration of the statutes, case law and a case study.
Moderator: Dan McHugh, Jr., Assessor, Affiliated Property LLC; Instructor: Meg Vergeront, Partner, Stafford Rosenbaum LLP
(7) Unique & Challenging Properties (Appraisal) DESCRIPTION: This course begins with valuation of Mobile Home Parks and campgrounds. Participants will gain knowledge on the valuation of both properties, mobile home parking fees, electronic data requirements, cost vs sales and everything else about these properties that makes assessment work the world's best career. The second half of the class goes into redevelopment applications.This class provides applications and examples of redevelopment projects in urban areas. Redevelopment using Tax Incremental funding and other government funding can provide unique valuation challenges for the assessor. When no comparable sales exist, what valuation method is the most appropriate? The instructor will provide valuation examples of unique new construction and renovations. These items will be discussed and more. Finally, we will touch on unique properties in the Green Bay Area. This will be a brief introduction on what is going on in Green Bay from a redevelopment point of view. Buildings on leased land, costing and considerations on the appropriate methods used are just some of the topics our instructors will provide the audience. Again, we will introduce some of the places we are going to visit in the afternoon, but even if you do not attend the afternoon session you will get much of what you need to know about what makes these assessments "unique and challenging." Moderator: Matt Tooke, City Appraiser II, Appleton; Instructors: Dean Peters; Mike Denor, Assessor, Green Bay; Deann Brosman; Russ Schwandt, Assessor, Green Bay
1:30 p.m. Concurrent Workshops
(8) Commerical Inspections & Listing (Appraisal)
DESCRIPTION: Commercial inspections as seen through the eyes of a fee appraisers and the local assessor. The class will cover different types of commercial structures and what type of information to capture by actual view and building documents, i.e., permits, blueprints, etc. Once physical data is collected an overview as to how these items transition into value. Moderator: Jim Young, Special Project & Commercial Appaiser, Grota Appraisals, LLC; Instructors: Lawrence Nicholson, Owner, The Nicholson Group; Shannon Krause, City Assessor, Wauwatosa
(9) Safety & Security While Working out in the Field (Law/Mgmt)
DESCRIPTION: This workshop will cover safety and security considerations for assessors while working in the field. This workshop will cover precautions to take prior to leaving the office and what to look for to protect yourself while visiting homes. Various scenarios will be discussed to tailor the workshop to the attendees' experiences and the communities they work in. Moderator: Todd Timm, Assessor, West Bend; Instructor: Melanie Skalmoski, Crime Prevention Coordinator, Green Bay Police Department
(10) Unique & Challenging Properties Field Tour (2.5 Appraisal/.75 Law/Mgmt) DESCRIPTION: The field tour begins with a lunch at the Title Town Brewing Company Roof Tap where we begin the session with lunch then proceed to review downtown revitalization from the roof top. After a review of the properties from the great viewing location we address each property in the classroom session. The instructor identifies each property from its creation to former tenants. Much of what participants will see is unlike anything that was there previously. The Dark Store discussions will be addressed to their fullest in this tour of down town, as much of what we will tour, was torn down and rebuilt. The instructor will provide the before and afters, along with the investment side of revitalization from the business owners and the chamber of commerce. We will make an attempt to briefly view each property to address the valuation aspects that are sometimes lost in a photo. After a short ride we will reconvene at the Titletown District next to Lambeau Field where we will discuss the before and after on this massive project and exemption applications. Economic development has been forever changed by this project, and we will discuss in the classroom setting how significant these changes are before embarking on a tour. The instructor will show how he initially assessed this area before, during and after construction. He will also address the impact this project has had on land, leases and other aspects of housing that you have probably not had to address in your community. Participants on this field tour will be provided with classroom instruction and hands on views of the main structural components and applications that affect the assessment of property. We encourage you to ride with us or feel free to drive with others or leave your vehicle at our last stop so that you can immerse yourself in the experience. We are proud to offer this class and appreciate the opportunity to discuss economic development with local entrepreneurs, investors, and business development advocates. The afternoon session departs from the Tundra Lodge to a working lunch at our first stop (individuals pay their own lunch tabs). Moderator: Mark Hansen, Retired City Assessor, Madison; Instructors: Russ Schwandt, Assessor, Green Bay; Mike Denor, Assessor, Green Bay: Jeff Mirkes, Executive Director, Downtown Green Bay
9:00 a.m. (11) Emotional Intelligence: A Checklist for Self-Assessment (Law/Mgmt)
DESCRIPTION: Emotional intelligence is a skill and practice that promises to influence the lives of the program participants positively. Attendees will learn the value emotional intelligence brings to the way they approach their work and their relationships with their colleagues and people whom they serve. Participants will see and hear a variety of strategies they can employ in their day-to-day lives for self-enrichment and development. The program will be interactive with question/answer, activities, and self-work and sharing of ideas. They will be encouraged to write down and practice one strategy they would like to put into practice. Moderator: Belinda Fechhelm, City Property Appraiser, Marshfield; Instructor: Roger Wolkoff, All About Authenticity
Future Municipal Assessors Institutes
2019 Heidel House Resort, Green Lake September 17-20