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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

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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