Co-operating agency
International Property Tax Institute 5 Kodiak Crescent, Unit 10 Toronto, Ontario, Canada
www.ipti.org
International Property Tax Institute
15th Mass Appraisal Valuation Symposium
INNOVATION AND CHALLENGES IN
PROPERTY TAX POLICY AND VALUATIONS
Symposium Venue Hyatt Hotel
Calgary, Alberta Canada
Global Excellence Local Confidence
June 3-4, 2020
SPONSORED BY:
15th Mass Appraisal Valuation Symposium
Calgary, Alberta
A G E N D A W e d n e s d a y , J u n e 3 r d , 2 0 2 0
Paul Sanderson, Symposium Chair
Time Topic Chair/Speaker
8:00 am Registration
9:00 am Welcome & Opening Remarks Paul Sanderson, IPTI , UK The City of Calgary Assessment, Canada
9:30 am Current Issues in Property Taxation Across Canada
Enid Slack, Munk School of Global Affairs & Public Policy, University of Toronto
10:00 am Necessity of Keeping Property Tax Systems Updated- Monitoring New Developments
Marco Kuijper, Netherland Council for Real Estate Assessment, Netherlands
10:30 am Overcoming Challenges to Revaluation During Economic and Social Turbulence in Hong Kong
Rosa Tchao, RVD, Hong Kong
11:00 am Break
11:20 am Innovation, Transparency and Policy Reform in a New Operational Environment
Katherine Bartolo, Office of Valuer-General, Australia
11:50 pm The Independent Review of Calgary’s Non-Residential Property Assessment & Complaints System
Ashley Jerome, City of Calgary, Canada
12:20 pm Questions and Answers All morning presenters
12:45 pm Lunch
Afternoon Breakout Sessions A, B, C, D
SESSION A: AI AND MACHINE LEARNING 1:45 - 3:15 pm
SESSION B: APPEALS AND DISPUTE RESOLUTION 1:45 - 3:15 pm
Pathway to AI Standards: IPTI White Paper, Robert J. Gloudemans Mass Appraisal Consultant, USA and Paul Sanderson, IPTI, UK
Stakeholder Challenges and Concerns Methods of Dispute Resolution-Is a Hearing the Only Way? Panel Discussion
Using Artificial Intelligence Tools to Enhance the Accuracy of a CAMA Database, Richard Borst, Joe Wehrli, Langyue Wang, Tyler Technologies, USA
Chair: Jeff Grad, Equitable Value Inc., Canada Panelists: Simmi Sandhu, Chair, Property Assessment Appeal Board - BC, Canada Gilbert Ludwig, Wilson Laycraft, Calgary, Canada
Networking Break 3:15-3:35 pm
SESSION C: CROSS JURISDICTIONAL COLLABORATION 3:35 - 5:05 pm
SESSION D: VALUATION AND TAXTION 3:35 - 5:05 pm
The Canadian Assessment Centre of Excellence: Canadian Directors of Assessment Panel Discussion Chair: Kathy Gillis, PVSC, Canada Panelists: Canadian Directors of Assessment
Valuation and Taxation Challenges, Veronica Mafoko and Yunus Kader, National Department of Cooperative Governance, Canada Downtown Calgary Shift, Daniel Lidgren, City of Calgary, Canada Using the Assessed Values for Non-Taxation Purposes, Ruud Kathmann, Netherlands Council for Real Estate Assessment, Netherlands
5:05-5:30 pm Summary Reports from Breakout Sessions
5:45-6:45 pm Networking Reception
15th Mass Appraisal Valuation Symposium
Calgary, Alberta
A G E N D A T h u r s d a y , J u n e 4 t h , 2 0 2 0
Time Topic Chair/Speaker
8:45 am Equity and Property Tax David Hope, Skilmar Systems Pty, Australia
9:15 am Towards a Simplified Objective Tax Base for a Collection Led Property Tax Report in Developing Countries
Arjen Schep & Siebe Stellingwerf, Erasmus Study Centre, VNG International, Netherlands
9:45 am Valuation and Property Taxation Challenges in Latin America
Claudia de Cesare, Porto Alegre, Brazil
10:15 am Networking Break
10:35 am Options for Reforming UK’s “Broken” Property Tax System
Jerry Schurder, Gerald Eve, UK
11:05 am Automated Valuation Models—Friend or Foe? Phil Western, Colliers Int’l, Australia
11:35 am Applying Machine Learning for Valuation Chris Doucette and Ken MacKinnon, PVSC, Canada
12:05 pm Questions and Answers
12:15 pm Lunch
Afternoon Breakout Sessions E, F, G, H
SESSION E: INNOVATIVE APPROACHES TO VALUATION 1:15-2:45 pm
SESSION F: CHALLENGES AND POSSIBLE SOLUTIONS 1:15-2:45 pm
Innovation: Use of 3D and Lidar for CAMA for Commercial Properties in Tshwane, South Africa, Willy Govender, South Africa
Benefits of Professional Organizations Working Collaboratively—Is It Feasible? Paul Sanderson, IPTI, UK, Mario Vittiglio, Institute of Municipal Assessors, and Scott Powell, Alberta Assessors’ Association, Canada
Designated Industrial Property Inspection-Intersect Targeting and Maps, Michael Tautchin, Michael Minard, and Vasily Kim, Government of Alberta, Canada
Cost Approach and Mass Appraisal– What’s Old is New Again, Charles Johnstone, AEC Property Tax Inc., Canada
Alternative MRA Models: Advantages, Limitations, and Appropriate Applications, Robert J. Gloudemans, Mass Appraisal Consultant, USA
Networking Break 2:45-3:00 pm
SESSION G: EVOLUTION AND PRINCIPLES 3:00-4:30 pm
SESSION H: MASS APPRAISAL VALUATION CONCEPTS 3:00-4:30 pm
Strengths and Vulnerabilities of Ad Valorem Assessment and Taxation: The Historical Context,/Importance and Principles/ Assessment and Taxation Challenges/ Mitigating Options David Highfield, IPTI, Canada and W. Jan Brzeski, IPTI, Poland
Fundamentals/Data Readiness/Estimating Valuation Parameters/ Ensuring Quality, Shelley Graham and John Watling, MPAC, Canada
4:30 4:50 pm Summary Reports from Breakout Sessions 4:50 pm Closing Remarks 5:00 pm Symposium Concludes
15th Mass Appraisal Valuation Symposium
Calgary, Alberta
A B O U T T H E C H A I R S / S P E A K E R S
Katherine Bartolo Valuer-General of South Australia, Australia
Richard Borst Senior Scientists, Tyler Technologies, USA
W. Jan Brzeski Director, Research, International Property Tax Institute, Poland
Shaun Cooney Director, Technical Standards Saskatchewan Assessment Management Agency, Canada
Claudia de Cesare Porto Alegre, Brazil
Chris Doucette Chief Operating Officer, Property Valuation Services Corporation, Canada
Kathy Gillis CEO, Nova Scotia Property Valuation Services Corporation, Canada
Robert Gloudemans Robert J. Gloudemans Mass Appraisal Consultant, United States
Shelley Graham Manager, Assessment Standards and Mass Appraisal, MPAC, Canada
Jeff Grad President, Equitable Value Inc., Canada
Willy Govender Consultant, South Africa
David Highfield International Property Tax Institute, Canada
David Hope Managing Director/Principal Consultant, Skilmar Systems Pty., Ltd. Australia
Ashley Jerome Leader, Valuation, City of Calgary, Canada
Charles Johnstone Managing Director, Expert Witness Services, AEC Property Tax Inc., Canada
Yunus Kader Director, Municipal Property Rating, National Department of Cooperative Governance, Canada
Rudd Kathmann Netherlands Council for Real Assessment, Netherlands
Vasily Kim Advisor CIPA, Government of Alberta, Municipal Affairs, Assessment Branch, Canada
Marco Kuijper Strategy Developer, Netherlands Council for Real Estate Assessment, Netherlands
Daniel Lidgren Leader, Valuation, City of Calgary, Canada
Gilbert Ludwig Wilson Laycraft, Calgary, Canada
Ken MacKinnon Technical Lead Assessor, Property Valuation Services Corporation, Canada
Veronica Mafoko Director, Municipal Property Rating, National Department of Co-operative Finance, Canada
Sean Martin Chief Executive Officer, Municipal Assessment Agency, Canada
Michael Minard Manager CIPA, AMAA, Government of Alberta, Municipal Affairs, Assessment Branch, Canada
Scott Powell President, Alberta Assessors Association, Canada
Paul Sanderson President, International Property Tax Institute, UK
Simmi Sandhu Chair Property Assessment Appeal Board, BC, Canada
Arjen Schep Research Manager and Academic Research, Erasmus Study Centre for Taxes of Sub Central Governments, Netherlands
Jerry Schurder Head of Business Rates, Gerald Eve LLP, UK
Enid Slack Director, Institute on Municipal Finance and Governance, Munk School of Global Affairs, University of Toronto, Canada
Siebe Stellingwerf Taxation Property Manager, VNG International, Netherlands
Michael Tautchin Director, Government of Alberta, Municipal Affairs, Assessment Branch, Canada
Rosa Tchao Senior Valuation Surveyor, Rating and Valuation Department, Government of Hong Kong SR, Hong Kong
Mario Vittiglio Executive Director, Institute of Municipal Assessors, Canada
Langyu Wang Tyler Technologies, USA
John Watling Manager, Valuation and Assessment Standards, MPAC, Canada
Joseph Werhli Consultant, Tyler Technologies, USA
Phil Western National Director, Government Property Services, Valuation & Advisory Services Colliers International, Australia
F E E S a n d R E G I S T R A T I O N I N F O R M A T I O N
15th Mass Appraisal Valuation Symposium │ June 3-4, 2020 Hyatt Hotel, Calgary, Alberta
S Y M P O S I U M F E E Fees are payable by cheque or secure online payment in CDN $ and includes all materials, breaks, lunches, and refreshments. Accommodation is not included.
Cancellations must be in writing. Cancellations received 15 days prior to conference will be charged 25% administration fee. No refunds for cancellations received after this date. Substitutes are welcome.
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International Property Tax Institute
ww.ipti.org
Early Bird Rate Register prior to April 15, 2020 $535.00 + 5% HST = $561.75/pp
Regular Rate Register after April 16, 2020 $595.00 + 5% HST = $624.75/pp
Groups of 3 or more from same organization or IPTI Member $555.00 + 5% HST = $582.75/pp
Speakers Fee $275.00 + 5% HST = $288.75/pp
S Y M P O S I U M V E N U E A N D A C C O M M O D A T I O N Hyatt Regency Calgary Hotel │Calgary, Alberta
Hotel Address: 700 Centre Street SE Single or Double Occupancy Rate: $259.00/pp/night Calgary, Alberta T2G 5P6 IPTI does not arrange nor is it responsible for accommodations. Contact the Hyatt Hotel directly through Reservations at 800-233-1234. Quote “The International Property Tax Institute Conference” or online: https://www.hyatt.com/en-US/group-booking/CALRC/G-IPTI To obtain this rate you must call and book your accommodation prior to May 1st, 2020.
International Property Tax Institute 5 Kodiak Crescent, Unit 10 Toronto, Ontario, Canada
M3J 3E5
C O N F E R E N C E R E G I S T R A T I O N F O R M