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Monday, August 20, 2018

Fall Education Session

The Michigan Assessors Association offers quality education for Members and Non-Members in four separate locations throughout the State and is recognized for its outstanding continuing education and certification preparation content.  The curriculum is comprised of classes developed by the
Michigan Assessors Association and is supplemented by courses developed by the State Tax Commission for individuals seeking Assessor Certification.


Education Committee


Sandra Birkenshaw, Chair
Phone: 586-469-5260
Email the Committee Chair

Education Services Coordinator
Beth Botke
517-204-3752
Email the Education Coordinator


Curriculum-Instructor Development Coordinator
Debby Ring
616-554-0272
Email the Curriculum-Instructor Development Coordinator



On-line Registration

With on-line registration, participants can use a credit card or check to pay for their course.  On-line registration ensures that you are registered and guaranteed a seat in the class.
* We accept all major credit cards.

MAA Members receive a significant savings in education and conference costs.  If you are not currently an MAA Member, consider joining now, before you register for a class, and save some money.  The cost of a one-year membership is only $90.00 and that's $35.00 less than the additional fee to register as a non-member.

Spring Education Sessions

Annual Summer Conference

Summer Education Sessions

Fall Education Sessions

Durk Ashley and Mark Mullet
Memorial Scholarship Funds

The purpose of these two funds is to assist Michigan Assessors Association (MAA) members whose employers provide no funding for education and who are financially burdened to self-fund educational opportunities.  The funding for these scholarships is made available by the Executive Board of the Michigan Assessors Association and private donations to provide greater opportunities for members to attend educational courses and seminars.  The funding is awarded to any MAA member who demonstrates a financial need, and intends to use the funds to complete an educational activity.

Scholarship Application

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2018 Fall Education Program

October 1 - 5, 2018
Boyne Mountain Resort
1 Boyne Mountain Road, Boyne Falls, MI 49713


The deadline to register for all classes is August 31, 2018.

LATE REGISTRATIONS OR REGISTRATIONS NOT ACCOMPANIED WITH
FULL PAYMENT OR A P.O. NUMBER WILL NOT BE ACCEPTED.
PURCHASE ORDERS MUST BE PAID IN FULL PRIOR TO CLASS ATTENDANCE.


Member On-line Registration      Non-Member On-line Registration     

Print Fall Brochure       Boyne Mountain Resort

Cancellation/Transfer/Substitution Policy

Course Content & Descriptions


Commercial & Industrial Real Property (STC Tested)

Commercial & Industrial Real Property
Instructors:
Tony Meyaard and Paula Jastifer
October 1-5, 2018; Monday – Friday; 8:00 am – 5:00 pm (Friday 8:00 am - 1:00 pm)

The Commercial/Industrial Valuation course includes identifying commercial and industrial properties by their relevant characteristics (i.e., legal, locational, physical and economic); studying the proper market and its characteristics (i.e., market analysis); evaluating a property’s highest and best use; the three approaches to value; and applying proper judgment and determination in reconciliation. This course will include exclusive calculations utilizing the HP-12C which the student must bring to class. This is a tested course and students must pass the exam with 75% or higher to receive credit for the course.

This class is available only to students pursuing MAAO certification
Recommended for: Individuals taking the self-paced courses to obtain MAAO/3 certification
Limit 35 Students; Minimum 12 Students

Land Value Determination and ECF’s (STC Tested)

Land Value Determination and ECF’s
Instructors:
Robert Brandmier and Jamie Houserman
October 1-5, 2018; Monday – Friday; 8:00 am – 5:00 pm (Friday 8:00 am – 1:00 pm)

This course examines land valuation including the general forces that effect value, land valuation methods, land value maps and tax maps. Additionally, this course examines the purpose of an ECF, along with the development and application of ECF’s. This is a tested course and students must pass the exam with 75% or higher to receive credit for the course. A silent calculator is required.

This class is available only to students pursuing MAAO certification
Recommended for: Individuals taking the self-paced courses to obtain MAAO/3 certification
Limit 35 Students; Minimum 12 Students

Michigan Certified Assessing Technician (MCAT) (STC Tested)

Michigan Certified Assessing Technician (MCAT)
Instructors:
Shila Kiander and Donna VanderVries
October 1-3, 2018; Monday – Wednesday; 8:00 am – 5:00 pm (Wednesday 8:00 am – 1:00 pm)

This course is intended to provide education in assessment administration for assessing personnel that are not required to certify an assessment roll. This course will provide an “Overview of Assessment Administration” and will focus on matters such as Principle Residence Exemptions, Property Transfer Affidavits, the Board of Review process and requirements, as well as the clerical aspects of Personal Property. Other important topics will be a general overview of the operations of an assessing office, assessment administration terminology and a basic overview of property descriptions. This class is tested and provides limited certification: Students must pass the written examination with a score of 75%. MCAT certificate holders may not certify an assessment roll.
Restricted to: Individuals wishing to obtain MCAT certification
Limit 35 Students; Minimum 12 Students

Depreciation Determination(Non-Tested)

Depreciation Determination
Instructors:
Roger McCarty
October 1-3, 2018; Monday - Tuesday; 8:00 am – 5:00 pm Wednesday; 8:00 am - 12:00 pm

This course focuses the appraiser’s attention on analyzing the several forms of depreciation, the interrelationship of the cost approach with the sales comparison and income approaches, and the methods used to measure loss in value due to physical deterioration and both functional and external obsolescence. How does one measure the depreciation in a new building? Or one several decades old? How do the appraisal principles apply to depreciation? This course includes time for class discussions. A CALCULATOR IS REQUIRED.

Prerequisites: Three years of appraisal experience is recommended.
Approved 16 hours of Continuing Education Credit
Limit 35 Students

The Art of Public Speaking – Can You Hear Me Now? (MAA Non-Tested)

The Art of Public Speaking – Can You Hear Me Now?
Instructor:
Phillip Bertolini
October 1-3, 2018; Monday - Tuesday; 8:00 am – 5:00 pm Wednesday; 8:00 am - 12:00 pm

This course will focus on the skills necessary to effectively present to groups of all sizes. Many assessors consider public speaking to be their lowest priority but in reality, they cannot perform their functions without effectively communicating with the public and various governmental groups. This course will provide a hands-on experience where everyone will have the ability to present to a group on various topics. An attendee should expect to have the requisite skills and be qualified to present in front of people by the end of this course.

Recommended for: All Assessors
Approved for 16 Hours of Continuing Education Credit
Limit 35 Students

Understanding Abatements and Authorities (Non-Tested)

Understanding Abatements and Authorities
Instructor:
Stacey Bassi
October 4, 2018; Thursday; 8:00 am – 5:00 pm

The purpose of this course is to give assessors a better understanding of tax abatements and authorities that are used to help finance various economic development projects. Discussion will cover required information, the Assessor’s responsibilities, and the varied impacts on property valuation or tax disbursements. Demonstrations of how to manage abatements and authorities in BS&A software will assist the Assessor.

Recommended for: All assessors
Approved for 8 Hours of Continuing Education Credit
Limit 35 Students

Assessing with Today’s Technology (Non-Tested)

Assessing with Today’s Technology
Instructors:
David Kirwin & Reps. of BS&A Software
October 1-3, 2018; Monday - Tuesday; 8:00 am – 5:00 pm Wednesday; 8:00 am - 12:00 pm

This course will explore the new features in .Net assessing, integration with other programs, and the inner-working of the assessing application. Assessing efficiencies from start to finish will be explored in the class utilizing the many new tools available in .Net. There will be a strong emphasis on the processes and reports available for efficient sales input; good neighborhood structure; accurate & uniform data input; and .Net mapping capabilities. The class will be openly structured to allow user input and sharing of methods by the class participants.

Recommended for: All Assessors
Approved for 16 Hours of STC Continuing Education Credit
Limit 35 Students

Journey from Study to Signed Assessment Roll (Non-Tested)

Journey from Study to Signed Assessment Roll
Instructor
Deborah Ring
October 1, 2018; Monday; 8:00 am – 3:00 pm

This class covers the annual journey an assessor must take to move from equalization study to a final signed assessment roll, focusing on real property. Class discussion and participation is anticipated as assessing officers offer suggestions of how to perform such tasks as setting land values using mass appraisal techniques, ECF studies, processing construction and demolition permits, use of the three approaches to value, splits, class changes, property class, transfers, PRE’s and specials acts. A calculator is required.

Recommended for: All Assessors
Approved for 6 Hours of Continuing Education Credit
Limit 35 Students

Historic Redevelopment (Non-Tested)

Historic Redevelopment
Instructor:
Polly Cairns
October 1, 2018; Monday; 8:00 am – 3:00 pm

Provides attendees with information regarding how the historic preservation movement has modified traditional concepts of ownership. They will also learn how legislation, government policies, and availability of tax credits affect highest and best use and market value. This class will include a demonstration of the three valuation approaches and their applications for properties of architectural and historic significance, and exploration of new ways to look at their complexities and highest and best use issues. Participants will view a video tour of the Grand Traverse Commons, hosted by the developer, Raymond Minervini II, and learn about the history and vision of the project, as well as the challenges and benefits. The “tools” which were used to help make the project feasible and what assessors need to know about them will be discussed.

Recommended for: All Assessors
Approved for 6 Hours of Continuing Education Credit
Limit 45 Students

2018 Current Assessment Topics (Non-Tested)

2018 Current Assessment Topics
Instructors:
Tim Schnelle, Dan Holland and Dave Buick
October 4, 2018; Thursday; 8:00 am – 5:00 pm

The Department of Treasury’s “Key Topics for 2018” has been updated to include more than just the 18 important things that every assessor needs to be aware of for 2018. Topics include: AMAR’s, Assessors Manual migrations, Disabled Veterans Exemption issues, Board of Review authorities, changes to the PRE, Charitable Exemptions (MCL 211.7o), EMPP and ESA reminders, Small Business Taxpayer Exemption (MCL 211.9o), Sales Ratio Study Date Changes, Personal Property and Leasehold Improvements, Qualified Forest Statutory Changes, Qualified Agricultural Statutory Changes, Submitting MCL 211.154 Forms, Poverty Exemption Guidelines, Assessor recertification requirements, and important noteworthy recent court cases. As a bonus, the class will include “Michigan Equalization Gateway (MEG) 101 – The Next Generation of Equalization” about the future of reporting to the State of Michigan.

Recommended for: All Assessors
Approved for 8 Hours of Continuing Education Credit
Limit 50 Students

IAAO Forum 931 –Reading and Understanding Leases (Non-Tested)

IAAO Forum 931 –Reading and Understanding Leases
Instructor:
Deborah Ring
October 2, 2018; Tuesday; 8:00 am – 5:00 pm

Enhance your ability to read, analyze, and interpret leases. Learn why extracting all pertinent information from a lease is a critical step in determining property value by the income approach. Terminology, types of leases, common clauses, and custom leases will be reviewed. The impact that these issues have on value will also be discussed. Copies of leases will be used for exercises. A calculator is required for this class. The text is an excellent resource for any assessor’s library.

Recommended for: All Assessors
Approved for 8 Hours of Continuing Education Credit
Limit 15 Students

Transfer of Ownership (Non-Tested)

Transfer of Ownership
Instructor:
Heather Frick
October 5, 2018; Friday; 8:00 am – 5:00 pm

The Transfer of Ownership course is an in-depth review of the statutory and constitutional framework surrounding the application of MCL 27a. The course will focus on understanding the different types of conveyances including which ones result in uncapping and which ones do not, the filing requirements for property transfer affidavits, and how to correct a delayed uncapping. This course will also analyze examples to resolve conflict between transactions which are defined as transfers of ownership verses transactions which are defined as exceptions, where both provisions may arguably apply.

Recommended for: All Assessors
Approved for 8 Hours of Continuing Education Credit
Limit 50 Students

Assessment Administration of Agricultural Properties (Non-Tested)

Assessment Administration of Agricultural Properties
Instructor:
Shila Kiander
October 3, 2018; Wednesday; 8:00 am – 3:00 pm

This course will cover many aspects of assessing agricultural property. It is designed to provide students with an understanding and working knowledge of the state requirements for classification, exemption and valuation of Agricultural property. Resources including STC Bulletins, FAQs and Guidelines will be utilized as a basis for this course.

Recommended for: All Assessors
Approved for 6 Hours of Continuing Education Credit
Limit 50 Students

Personal Property Refresher (Non-Tested)

Personal Property Refresher
Instructor:
Donna VanderVries
October 3, 2018: Wednesday; 8:00 am – 3:00 pm

This program provides a personal property refresher and will cover discovery and basic auditing. It is about the assessor’s requirement to discover, list and value as it applies to personal property. Discussion will include distinguishing real from personal property including leasehold improvements which may seem to be categorized as real or personal for various purposes. Important questions such as what is assessable personal property, who to assess, when to assess, how to assess and valuation will be covered. All real and personal property in this state is assessable if not specifically exempt. The applicable statutes will be discussed and some personal property exemptions found in 211.9 et. seq. will be covered. Discovery will be reviewed including the annual canvass and other sources of discovery. Basics for statement review and auditing will be discussed as well as some unusual situations. Some problems will challenge the students’ thinking.

Recommended for: All Assessors
Approved for 6 Hours of Continuing Education Credit
Limit 45 Students

Application of IAAO’s “Commercial Big Box Retail” Paper in Michigan (Non-Tested)

Application of IAAO’s “Commercial Big Box Retail” Paper in Michigan
Instructor:
Roger McCarty
October 4, 2018; Thursday; 8:00 am – 12:00 pm

Dark Store Theory has had a significant impact on the valuation of Big Box stores in Michigan for property tax purposes. The Theory has been used in many property tax appeals at the Tax Tribunal with significant success. It has also been used in other states. Dark Store Theory has become a significant issue in Indiana, Wisconsin, Kansas and other states. In response to this issue, the International Association of Assessing Officers established a special committee to study the Big Box issue and provide guidance to assessors in determining value for property tax purposes. This class will discuss the issues raised and expand on some of the points that have caused controversy. We will take a paper designed for universal use and apply it to Michigan valuations.

Recommended for: All Assessors
Approved for 4 Hours of Continuing Education Credit
Limit 45 Students

Lessons Learned from Menard Inc. v City of Escanaba (Non-Tested)

Lessons Learned from Menard Inc. v City of Escanaba
Instructors:
Andrea Crumback, esq. & Jack VanCoevering, esq.
October 4, 2018; Thursday; 1:00 pm – 5:00 pm

Anti-competitive deed restrictions of big box properties have an effect on the market by limiting potential buyers and requiring a conversion cost. The Cost Approach is a reliable method for limited market properties or special purpose properties. Second-generation use is not the highest and best use for a new first-generation big box store. But what questions still remain? How should big box stores be appraised? Two attorneys who have been involved in the Escanaba case will give you insights into the case which is expected to be precedential.

Recommended for: All Assessors
Approved for 4 Hours of Continuing Education Credit
Limit 45 Students

AMAR 2.0 (Non-Tested)

AMAR 2.0
Instructor:
Shila Kiander
October 1, 2018: Monday; 8:00 am – 12:00 pm

This course is designed to review the requirements of the new 2018 AMAR. New requirements as well as best practices for assessment administration will be included. Examples and ideas of how to implement corrections will be covered.

Recommended for: All Assessors
Approved for 4 Hours of Continuing Education Credit
Limit 45 Students
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