WAAO EDUCATION COMMITTEE MEETING MINUTES

November 7, 2008 – West Bend City Hall

 

Meeting was called to order at 10:15a.m. by co-chair Pete Krystowiak.  Pete introduced new co-chair Shannon Krause from the City of West Bend to fill the vacancy of Joyce Frey from Fitchburg who has taken a position outside of the assessment field.

 

Other members present were; Adam Tooke, Matt Tooke, Jim Young, Bill Briggs, Diane Cannistra and Ryan Raatz.

 

A review of the duties, responsibilities, goals and the history behind the evolution of the education committee were discussed.  Matt Tooke briefed the committee on the upcoming December 1st continuing education class in Madison.  CEU’s have been approved by Revenue but have not been by Dept of Regulation and Licensing.  Further discussion on future classes receiving credits from Dept of Regulation and Licensing and what can be done to meet their criteria.

 

Changes for 2009 – Pete has announced that after the “winter thaw” he will be resigning the co-chair position and asked the remaining members to consider volunteering.  Discussion on the matter for possible candidates was Matt Tooke and Jim Young.  Matt would not at this time have then time necessary as the City of Appleton will be performing a reval but would consider it in the near future.  Jim Young agreed to fill the vacancy for a time until Matt or someone else would be willing.

 

IAAO Course 312

The class was attended by 38 individuals and needed to break even was 18 to 20.   Pewaukee will not be able to host any IAAO courses in 2009 so if another IAAO course is planned a new location will need to be found.  Reviews by members of the committee who attended made suggestions that a syllabus be given prior to the course and that if calculators are needed it be mentioned prior to the first day.  Other discussion was noted that the courses need some updating to reflect more practical applications to today’s issues.  Shannon was asked to obtain the course review from IAAO to further evaluate the course itself and the instructor.  Possible letter to IAAO with the concerns of revamping courses with current material and instructors not to teach completely to passing a test.

 

Discussion on possible classes for the upcoming year:

            Motivational speaker-How to please your most difficult customer.

            CIVMIC speakers-varied issues.

            Hands on ratio analysis-how to use a small sample base

                                                     -time adjustments

            Personal Property-field review, doomages, auditing

            Ag buildings and land classifications

            Statistics – general, types to run, using statistics against new values

            Multi-family structures

Formulating cap rates, GRM’s, review of income and expense statements.

            Modeling – SPSS, small samples, trending and economics

            Entry level education to new assessors and DOR personnel

            Cost Approach – Marshal & Swift

            PP – Gunderson Lutheran Issues – exemption issues.

            Green construction

Review of past course evaluation comments with suggestions from        attendees.

Land conservancies

Ag Buildings

Incinerators used as power alternatives

Evaluating commercial and residential construction

Marshal & Swift training

Exemption Issues – hospitals…clinics

Foreclosures

 

Projected Classes for 2009

            March Quarterly – Foreclosures

            Ryan Raatz to organize the 3 hour course

 

            Winter Thaw – Exemption Issues

            Pete Krystowiak to organize the all day course

 

            June Quarterly – Multi Family Valuation or Personal Property

            Jim Young to organize the hour course

 

Discussion on our committee’s action/involvement in the Ad Hoc Certification Review Committee.  Shannon to contact Mike Muelver and let him know that one of members would like to be included at their meeting to assist in the streamlining of the education process.

 

No old business was discussed

 

New business

            Dates for meeting in 2009 were tentatively set for February 20th, July 10th and November 13th.

 

Meeting adjourned at 1:30 p.m.