14th mass appraisal valuation symposium · study of apartment markets in ljubljana, slovenia,...
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INTERNATIONAL PROPERTY
TAX INSTITUTE In co-operation with:
14th Mass Appraisal
Valuation Symposium
Innovations and Challenges
in Property Tax Policy
and Valuations
June 11-12, 2019
Rikli Balance Hotel
Bled, Slovenia
International Property Tax Institute │ 5 Kodiak Crescent, Unit 10 │ Toronto, Ontario, Canada, M3J 3E5
Email: [email protected] www.ipti.org
SPONSORED BY
14th Mass Appraisal Valuation Symposium │June 11-12, 2019
A G E N D A Day 1 │ June 11, 2019 │Morning Sessions
Time Activity Presenter 8:00 Registration
8:45 Welcome and Opening Remarks Paul Sanderson, IPTI, UK Neva Zibrik, MOF, Slovenia
9:00 Recent Developments in Property Tax Reform in Slovenia-Keynote Address
MOF, Slovenia
9:15 The Promise and Peril of Property Tax Reform Enid Slack, University of Toronto, Canada
9:45 SESSION 1: LEGAL ISSUES IN MASS VALUATION AND PROPERTY TAXATION: EUROPEAN PERSPECTIVE
Constitutional Issues in Mass Valuation and Property Taxation in Slovenia
Constitutional Aspects of Property Tax in V4 Countries
Tina Humar, Spela Kac, MOF, Slovenia Michal Radvan, Masaryk University, Czech Republic
10:40 Networking Break
11:00 SESSION 1 Continued
Recent Developments in German Property Tax
The Need for Uniform Mass Valuation Standards in Europe
Juliane Fiebig, Noerr LLP, Germany Neva Zibrik, MOF, Slovenia
12:00 SESSION 2: MASS VALUATION AND PROPERTY TAXATION: INTERNATIONAL EXPERIENCE
Review of Ratings and Valuations in New Zealand: Transitioning Data and Technology Requirements
Property Tax Reform in Indonesia and Vietnam: A Tale of Two Countries
Neill Sullivan, Valuer General, New Zealand William McCluskey, University of Pretoria, South Africa and Katherine Kelm, World Bank
13:00 Lunch Afternoon Breakout Sessions A,B,C,D
Session A: Innovations and Experience Sharing 14:00 – 15:30 Chair: Michael Blaschuk
Session B: Valuation in CEE Countries 14:00 – 15:30
Transitioning to AI: Perspectives, Suggestions and Cautions, Robert Gloudemans, Almy, Gloudemans ,Jacobs and Denne, USA
From Big Data to Machine Learning: Demystifying Modern AVM Enhancements and How to Benefit from Them, Paul Bidanset, IAAO, USA and Tim Boncoskey, IAAO, USA
Leveraging Optimization in Variable Selection, Joseph Wehrli, Tyler Technologies, Inc., USA
Issues of Rural Property Assessment and Valuation in the Republic of Moldova, Olga Buzu, Agency of Land Relations & Cadastre, Republic of Moldova
Valuation of Intangible Assets as a Tool to Protect Business, Olesya Perepechko, Russian Society of Appraisers, Russian Federation
Networking Break 15:30 –15:50
Session C: Innovations and Experience Sharing 15:50 – 17:20 Session D: Taxation in CEE Countries 15:50 – 17:20 Chair: Riel Franzsen
The New Property Assessment System in Denmark, Lasse Lindegaard and Jan Pedersen, IT and Development Agency, Danish Ministry of Taxation, Denmark
Value Level Determination in Areas with a Lack of Market Data, Martin Smodis, Valuation Office, Surveying & Mapping Authority, Republic of Slovenia
A Comparison of Two Valuation Methods Applied in the Case Study of Apartment Markets in Ljubljana, Slovenia, Marjan Ceh, University of Ljubljana, Slovenia
Property Tax in Non-Transparent Market, Dana Ababei, Anevar, Romania
Current System of Property Tax in the Republic of Serbia: Deficiencies and Proposals for Improvement, Gordana Ilic-Popov, University of Belgrade, Faculty of Law, Serbia
Development in Reforming Property Tax in Croatia: MOF, Croatia
Reports from Breakout Sessions 17:20 to 17:35 Networking Reception 17:45 to 18:45
14th Mass Appraisal Valuation Symposium │June 11-12, 2019
A G E N D A
Day 2 │June 12 │Morning Sessions
Time Activity Presenter
8:45 SESSION 3: POLICY, VALUATION AND ETHICS
Tax Policy and Taxation of Land and Buildings
The Benefits of a Transparent Real Estate Market
The Importance of Ethics for Valuation Professionals
Anders Muller, Denmark
Ben Vervoets, Ruud Kathmann and Marco Kuijper, Netherlands Council for Real Estate Assessments
Paul Sanderson, IPTI, UK
10:15 Networking Break
10:35 The Ultimate Collaboration: Humans and Machines and the Evolution of Assessment
Inaugural Rating Valuation of Norfolk Island
Rating System in Supporting Government Policies – Hong Kong Experience
Can Property Tax Challenges be Prevented Through Transparency and Effective Communication?
Meredith Buchanan and Kathy Gillis, PVSC, Canada Paul O’Kelly, Valuer General Norfolk Island, Australia Ivy Chan, RVD, Hong Kong Jerry Schurder, Gerald Eve, UK
12:45 Lunch
Afternoon Breakout Sessions E,F,G,H
Session E: Data, Quality Assurance & Market Data 13:45 – 15:15 Session F: International Perspectives & Experience 13:45 – 15:15
Data Quality and Management, Matthew Meldon, Queensland Government, Dept. of Natural Resources, Mines & Energy, Australia
Property Sales Data Quality Assurance, Andrej Glavica, Valuation Office, Surveying & Mapping Authority, Republic of Slovenia
Combination of Sales and Rent Data for Mass Valuation of Real Property When There is a Lack of Sales Data, Rok Stembal, Valuation Office, Surveying and Mapping Authority, Republic of Slovenia
Capping the Rate Revenue of Local Governments: The Australian Experience, David Hope, Skilmar Systems Pty Ltd., Australia
African Property Tax Initiative (APTI) – Dr. Nyah Zebong and Paul Fish
Barriers to the Successful Implementation of Property Tax Reforms, Richard Grover, Oxford Brookes University, UK: Marek Walacik and Sabine Źóbek, University of Warmia & Mazury in Olsztyn, Poland
Networking Break 15:15 –15:30
Session G: Stakeholder Challenges and Concerns 15:30 – 17:00 Session H: Valuation and Training 15:30 – 17:00
Chair: Philip Glenwright, Shell, United Kingdom
Stakeholders Concerns, Ben Espach, Rates Watch Pty Ltd., South Africa
Tax Relief and Appeals in Area-Based Systems of Central Europe, Alena Holmes, Ministry of Finance, Czech Republic and W. Jan Brzeski, IPTI, Poland
Appeals and Adjudication: Canadian Perspective, Jack Walker, Q.C., Walker Longo & Associates, Canada
Assessment Training: Employer and Employee’s Needs, Mario Vittiglio, Institute of Municipal Assessors, Canada and IPTI Representative
Inclusion of Energy Performance Certificates in the Real Estate Mass Appraisal System in Slovenia, Maruska Subic Kovac, and Mateja Dovjak, University of Ljubljana, Slovenia
Overview of the Role of Appraisers’ Organisations in Mass Appraisal in Mexico, Rodrigo Peña-Prochas, Mexico
Reports from Breakout Sessions 17:00 to 17:15
Symposium Summary and Conclusions 17:15—17:30
14th Mass Appraisal Valuation Symposium │June 11-12, 2019
R e g i s t r a t i o n a n d H o t e l I n f o r m a t i o n
F E E S C H E D U L E Fees include symposium/workshop session attendance, materials, breaks, lunches and the networking reception. Hotel accommodation is not included. All fees are in Euros. Refund Policy: all cancellations must be made in writing. Cancellations will be charged a 25% administration fee. No refunds will be provided for cancellations received after June 1, 2019. Substitute participants are welcome.
R E G I S T R A T I O N
VAT number: applied for Click HERE to register on line
To pay by cheque, please use one form per registration. Mail completed registration form with cheque to:
Conference Division, IPTI, 5 Kodiak Crescent, Unit 10, Toronto, Ontario, Canada M3J 3E5
For more information email: [email protected] or Fax: (001) 416-644-5152
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H O T E L I N F O R M A T I O N : C o n f e r e n c e H o t e l : R i k l i B a l a n c e H o t e l , B l e d , S l o v e n i a Please book you own accommodations using links below: Event Reference Code: 21538 (Book Before April 12, 2019 to obtain rates) Or: Contact Hotel Booking Department quoting Event Reference Code: 20625.email: [email protected] T: +386 4 579 16 00 Obligatory Hotel surcharges: Tourist Tax (3.13€/day/person: Admin fee (1.00€/person/stay)
Registration Type Fee per person VAT Total
Non-Members : 2-Day Symposium € 375.00 € 82.50 € 457.50
IPTI Members 2:-Day Symposium € 325.00 € 71.50 € 396.50
Group of 3 or more: 2-Day Symposium € 325.00 € 71.50 € 396.50
1 Day Rate €200.00 € 44.00 € 244.00
Speakers’ Rate € 250.00 € 55.00 € 305.00
Hotel Room type, BED AND BREAKFAST incl. Rate per room per day with VAT
RIKLI BALANCE HOTEL****S
https://reservations.travelclick.com/77257?groupID=2457547&adults=1
Single Room 140.00 EUR
LAKE VIEW Single Room 166.00 EUR
Double Room 158.00 EUR
LAKE VIEW double room 188.00 EUR
HOTEL SAVICA**** https://reservations.travelclick.com/77255?
Single Room 95.00 EUR
Double Room 116.00 EUR