Michigan Assessors Association COURSE REGISTRATION

Michigan Assessors Association
69th Annual Education Program
Fall Session
October 6 – 10, 2014, Shanty Creek, Bellaire
(All fields are required to be completed)
COURSE REGISTRATION
Registration is now available on-line at www.maa-usa.org
Name: _________________________________________________________ STC Cert #: _________________
Title: _________________________________________________________ Cert. Level: __________________
Organization: _______________________________________________________________________________
Email Address: _____________________________________________
Membership Status:
Address: __________________________________________________ (will be verified)
Member
Non-Member
City: ________________________________________ State: _________________ Zip: __________________
Work Phone: (_______) _______________________ Home Phone: (_______) _________________________
Oct 6 - 10, 2014 Monday – Friday (5 day courses)
 SCBINC Basic Income (MAAO/3)
 SCCIND Commercial/Industrial (MAAO/3)
 SCPA Principles of Appraising (MAAO/3)
Check box to
apply STC Test Fee
Member/Non-Member Fee

STC Exam Fee 
STC Exam Fee 
STC Exam Fee
Oct 6 - 8, 2014 Monday – Wednesday (3 day courses)
 SCMCAT Michigan Cert. Assessing Technician (MCAT)
 SCPRE Transfer of Ownership & PRE’s
STC Exam Fee
$300.00/$425.00 ____________
$300.00/$425.00 ____________
$300.00/$425.00 ____________


$150.00/$275.00 ____________
~ not a tested class
$150.00/$275.00 ____________
~ not a tested class
$60.00/$180.00 ____________
Oct 7, 2014 Tuesday (1 day course)
 SCMAMV Mich. Apt. Markets & Valuation Issues
Oct 8 - 10, 2014 Wednesday – Friday (3 day courses)
 SCGCE Golf Course Evaluation
 SCGIS Using GIS in Assessing
 SCNET Equalizer Assessing-Leverage Your .NET
 SCLTW Leadership in Today’s World
$25.00 Lab Fee
$175.00/$300.00 ____________
~ not a tested class
$150.00/$275.00 ____________
~ not a tested class
$150.00/$275.00 ____________
~ not a tested class
$150.00/$275.00 ____________
~ not a tested class
$60.00/$185.00 ____________
Oct 8, 2014 Wednesday (1 day course)
 SCAOA Analyzing Operating Expenses
Course/Exam/Text Fees
 Exam Fee - Add $50.00 exam fee per tested course checked above.
Failure to submit
exam fee(s) will result in no exam being available at the course location.
$50.00/exam $_______________
 Text Fee - I prefer to have MAA print and deliver my course text to the school location
on the first day of class. (add $15.00 per registered course)
$15.00/course $ ______________
~ Leave this box unchecked if you prefer to download your course text prior to class
(at no additional cost). Instructions for downloading your course text will be sent
to the above email address approximately two weeks before the course date.
 Late Fee - Add $75.00 for registrations postmarked after September 26, 2014.*
* Registration is considered “late” if payment is not received by the registration deadline.
$75.00 $ ______________
REGISTRATION GRAND TOTAL ENCLOSED $_______________
Mail Course Registration and payment to: Michigan Assessors Association, P O Box 499, Westphalia, MI 48894
Questions: call or email Evelyn Markowski: (517) 788-4345 x 8229 or [email protected]
COURSE DESCRIPTIONS
MAAO Prerequisite Courses (Tested)
Basic Income - Instructors: Pete Arbour and Scott Vandemergel
Basic Income is an introductory course which explores the economic concepts in the Income Approach to Value.
Students are exposed to the economic principles underlying the Income Approach. The process of estimating
potential gross income, operating expense analysis and the development of net operating income are discussed.
Sources of income and expense information for various property types and techniques for gathering this data are
explored. Basic capitalization processes are identified with emphasis placed on rate development from direct
capitalization methods.
Recommended for MAAO Advanced Level Credit
Approved for 16 hours of STC Assessor Continuing Education Credit/Limit 35 Students
Commercial & Industrial Valuation of Property - Instructor: Michael Lohmeier
The Commercial & Industrial Valuation of Property course is required to obtain Master Level (4) certification. Topics
will include: 1) proper communication of real estate market activities, via an appraisal report, starting with the
determination of the appraisal problem through the identification of the subject; 2) the development of the highest
and best use of the subject; and, 3) arriving at a valuation conclusion utilizing each of the three approaches to
value. Methods of interpreting abstracted information from the market participants and activities for each of the
traditional approaches to value will be explored along with their possible sources. This course will include extensive
calculations utilizing the HP 12C.
Recommended for MAAO Advanced Level Credit
Approved for 16 hours of STC Assessor Continuing Education Credit/Limit 35 Students
Principles of Appraising - Instructors: Richard Steffens & Barbara McDermott
This course is comprised of general assessment practices, value theory, trends and factor affecting value, land
identification and valuation, the sales comparison approach, cost estimation and depreciation. The objectives of the
course are to introduce students to the function of assessment administration in public policy; to gain a fundamental
knowledge of property tax law in Michigan; and, to understand valuation concepts pertaining to real property and
personal property appraisal and assessment.
Recommended for MAAO Advanced Level Credit
Approved for 16 hours of STC Assessing Continuing Education Credit/Limit 35 Students
Michigan Certified Assessing Technician - Instructors: Robert Brandmier & Lynne Houston
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 Principal 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 Operations of an Assessing Office, Assessment Administration Terminology and a basic overview of
Property Descriptions. This class is tested and provides limited certification and students must pass a written
examination with a minimum score of 75%. MCAT certificate holders may not certify an assessment roll.
Recommended for: Individuals who work in assessing but are not required to be certified
Approved for 16 hours of STC Assessing Continuing Education Credit/Limit 35 Students
Continuing Education Courses (Untested)
Equalizer Assessing–Leverage Your .Net Program - Instructors: David Kirwin & Margaret Mittleman
This course will explore the new features in .Net assessing such as GIS integration, APEX sketch integration,
integration with other programs especially with tax data displaying in 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 tools & reports available for efficient sales input; good neighborhood structure;
accurate & uniform data input and .Net mapping capability. The class will be openly structured to allow user input
and sharing of methods from the class participants.
Recommended for all assessors
Approved for 16 hours STC Assessor Continuing Education Credit
Golf Course Evaluation - Instructors: Ed VanderVries
This course is designed to assist the assessor with the evaluation of operating golf courses. Learn about slope,
course yardage and degree of difficulty, recognize types of clubhouse facilities, i.e., type of food services and
use/income related to golf carts. This course will include a field trip to a nearby golf course, in order to learn how to
evaluate tees and greens for cost and market approaches. (Dress comfortably; bring your golf clubs and soft
shoes.) A CALCULATOR IS NEEDED. Lab fee: $25.00
Recommended for all assessors
Approved for 16 hours STC Assessor Continuing Education Credit
Leadership in Today’s World - Instructor: Phillip Bertolini
A course designed to build leadership skill amongst assessing officers. Whether a leader is born or made over time,
they must be able to influence people to accomplish a goal. Assessors lead in many different ways as well as follow
in many different ways. The effectiveness of their leadership can be the difference between failure and success. This
course will identify the skills needed to become an effective leader.
Recommended for all assessors
Approved for 16 STC Assessor Continuing Education Credit
Transfer of Ownership & PRE’s - Instructors: Heather Frick & Chris Mida
– This class will focus on Principal Residence Exemption and Transfers of Ownership issues as it relates to the
assessment process. The principal residence exemption (PRE) portion of the class is designed to familiarize assessors
with the PRE statutes, specifically MCL 211.7cc. The course consists of lectures and exercises covering ownership,
occupancy, conditional rescissions, Michigan Tax Tribunal preparation and other PRE related issues. A non-graded
test will be presented and discussed to challenge each individual’s PRE knowledge.
The Transfer of Ownership portion of the class will be 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 and 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 analyze examples to resolve conflict between
transactions which are defined to be transfers of ownership and transactions which are defined as exceptions, where
both provisions may arguable apply.
Recommended for all assessors
Approved for 16 hours of STC Assessor Continuing Education Credit
Using GIS in Assessing - Instructor: Anthony Meyaard
This course will look at different ways GIS (Geographic Information System) can aid in the Assessing function. The
objective of this course is to introduce you to the ways GIS can help us become more accurate and efficient as
Assessors by displaying data in a spatial format versus a tabular format. We will explore some GIS basics to
familiarize you with industry standards and lingo, the difference between oblique and ortho aerial photography,
geocoding and georeferencing information, and creating tax maps using GIS. We will then look into how GIS can
help with ECF and Land Value determination and representation using real and current sales data. Instruction on
BS&A’s new Assessing Net GIS capabilities will be offered, as well as how to obtain and use free GIS software.
Recommended for all assessors
Approved for 16 hours of STC Assessing Continuing Education Credit
Michigan Apartment Markets and Valuation Issues - Instructor: David Rice
This course is primarily for certified general appraisers and MAAO (3) and MMAO (4) assessors. A background in the
application of the income approach and familiarity with the operation of a financial calculator (HP 12C or equivalent)
is recommended. Types of apartments including building types, rent levels, qualitative characteristics (A, B and C)
are reviewed. The state of the national apartment market including supply, median rents, vacancy levels and
construction levels are illustrated. Valuation issues including deferred maintenance, atypical vacancy issues and
functional obsolescence are explored. Valuation issues in the income approach including operating expense ratios,
reserves for replacement and the development of capitalization rates are discussed. Niche properties including
student housing and fractured properties (condominiums) are illustrated. A case study on an apartment property is
discussed to demonstrate proper techniques.
Recommended for MAAO and MMAO assessors
Approved for 7 hours of STC Assessing Continuing Education Credit
Analyzing Operating Expenses - Instructor: David Rice
This course is primarily for general certified MAAO (3) and MMAO (4) assessors with a background in the
development and application of the income approach. Participants should bring and be familiar with the operation of
a financial calculator (HP 12C or equivalent recommended). This course will explore the analysis of operating
expenses for various types of income producing properties including various apartments, offices, retail and industrial.
Categories including fixed, variable and reserves for replacement will be discussed. Techniques for data gathering
and units of comparison will be reviewed. Course will examine the use of national published data sources and
methods to refine that data to local market conditions. Practical case studies will be used to demonstrate proper
techniques.
Recommended for MAAO and MMAO assessors
Approved for 6 hours of STC Assessing Continuing Education Credit
ACCOMODATION INFORMATION
TAX EXEMPT STATUS REQUIREMENTS: In order to have room costs to be tax exempt, the hotels MUST have a
copy of the “Certificate of Exemption” for the unit of government AND the bill MUST be paid with either a unit of
government check or unit of government credit card. (Otherwise 6% sales tax must be applied to the bill.) Please
make your own reservations. While we recommend you use the facility listed, other accommodations may be
available near the location. Please use attached reservation form.
Shanty Creek Resorts
5780 Shanty Creek Road - Bellaire, MI 49615 - 800.678.4111
Block Name: Michigan Assessors Association - Fax: 231.533.7004