2014 Fall Newsletter

Florida Chapter of IAAO

Fall 2014

Staying Appraised

TPP Education Week - Lake Mary, FL

Monday, December 8 - Thursday, December 11, 2014

The 2014 TPP Education week will include 2 ½ day IAAO Workshop 551 (Valuation of Machinery and Equipment) beginning on Monday followed by a TPP Seminar which ends Thursday.

INSIDE THIS ISSUE

For details, see page 3 or visit our website.

President’s Message ................... 2

TPP Education Week ................... 3

To register online, visit our website!

International Committee ........... 4

CEAA Award .............................. 5

Register Today!

Conference Recap ..................... 6

Fee Increases .............................. .7

Conference Photos………………. 8

2015 Membership Renewals

Instructor Training Workshop..… 10

County Spotlight ......................... 11

Renewal emails will be sent out in early December. See page 7 for an update on fees. Contact katie@scpafl.org with any membership questions!

Member Spotlight ...................... 12

Announcements ………………….13

2014-2015 FCIAAO

PRESIDENT’S MESSAGE

EXECUTIVE BOARD

PRESIDENT

Since the Annual Conference your board has been actively involved in a number of areas and I will outline and refer you in some cases to detailed information in this newsletter:  Submission of Outstanding Chapter/ Affiliate Award to IAAO: the

Alice Weinberg Community Service Director Seminole County

VICE PRESIDENT

Todd Finlayson, CFE Director of TPP St. Lucie County

Alice Weinberg

deadline for our annual submission was during the conference and the required video by myself was filmed at the conference with palm trees as my backdrop;  Designations: Additionally, final documentation was submitted to IAAO for designees from Florida and the consideration for the Virginia Cup Award;  Annual Board of Directors meeting was held during the conference and new board members: Pat Alesandrini and John Watterson were updated on our status. The agenda for the new year was discussed and outlined;  The new FCIAAO website and logo were launched at the conference and are in place and updated collateral materials are now in place;  Your Board of Directors met in St. Petersburg Beach on Saturday, August 2 nd to plan the year and to tour several locations in consideration for the 2016 Annual Conference (the 2015 location has been selected and contracted);  Membership and Sponsor fees were discussed; changes and benefits were updated and plans for notification of those changes are underway;  80 th Anniversary IAAO Annual Meeting was attended by a number of Board Members and FCIAAO members held in Sacramento, California – August 24 – 27 th ;  The Chapter/Affiliate /Representative Reception was held on Sunday afternoon at the Annual IAAO Conference and was attended by your President. Staff liaison David Reed facilitated an exercise for attendees to bring awareness to coordination with IAAO and the groups nationally and internationally;  Exciting news announced at the conference for awards presented and certifications received by FCIAAO and

2 ND VICE PRESIDENT

Brian Loughrey, CFE Administrative Director Sarasota County

TREASURER

Justin Edwards, CFE Office Operations Supervisor Putnam County

SECRETARY

Tracy Drake, CAE, RES, AAS, CFE Assistant Property Appraiser Clay County

MEMBERSHIP DIRECTOR

Katie Casey, CFE Senior Projects Administrator Seminole County

DIRECTOR

Marsha Coleman, CFE Director of Tax Rolls Citrus County

DIRECTOR

Pat Alesandrini, MAI, SRA, CAE, RES Asst. Chief Deputy of Valuation Hillsborough County

DIRECTOR

John Watterson, GISP, CFE GIS Specialist Martin County

IMMEDIATE PAST PRESIDENT

Neil “Nick” Nikkinen, AAS, CFE Real Estate Assessment Dep. Director Orange County

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Fall 2014 Newsletter of the FCIAAO

individual members. Details are in the newsletter!

It has been a busy few months and preparations are underway for the December TPP Seminar and 2015 Conference. Please review the newsletter for more in depth details of upcoming activities!

Your FCIAAO President,

Alice J. Weinberg

TPP Education Week

TPP Education Week will be held at the Orlando Marriott Lake Mary December 8th though December 11th and includes the 2 1/2 day IAAO workshop 551 and an educational seminar. FP&L has generously offered to support the FCIAAO Education Fund in order to bring respected IAAO instructor Kirk Boone, PPS to facilitate the workshop. TPP Seminar - The seminar portion of the TPP Education Week begins Wednesday afternoon, immediately following the workshop and ends at 1pm on Thursday. Sessions at the seminar will cover hot topics in the TPP world. Call for presenters! If you are interested in presenting at the seminar, please contact TPP Committee Chair Chris Mitts at 772-462-3331 or mittsc@paslc.org . The all-inclusive fee for TPP Education week is $175, Member/ $205, Non Member . Included in this fee are:

 IAAO Workshop 551 and required materials

TPP Seminar



 Networking opportunities with TPP Professionals

TPP Education Week will be held at the Orlando Marriott Lake Mary. Hotel rooms are $104/night (single) or $114/night (double) under the FCIAAO Group Rate. To reserve a hotel room, click here or call (800) 380-7724 and use the code TPPTPPA.

The deadline to register is Sunday, November 16, 2014.

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Fall 2014 Newsletter of the FCIAAO

INTERNATIONAL COMMITTEE REPORT

Another large contingent of Floridians just returned home from Sacramento, California - site of the 2014 IAAO Annual Conference. As a past Florida Chapter President, and IAAO Executive Board Member it always makes me proud to see that Florida is a strong, powerful and important part of the IAAO Mission.

Currently, I have the privilege of Chairing the IAAO International Committee. Newly formed in 2013, the committee is charged with increasing global awareness of IAAO's programs, education and networking opportunities. The 2014 conference included IAAO members

Dorothy Jacks, AAS, CFE

from Australia, China, Iceland, South Korea, Latvia, Lithuania, the Netherlands, Pakistan, the United Kingdom, Canada and the United States. One of the largest international attendee contingents in years, the conference was filled with opportunities to learn from and get to know our international friends.

In addition to many excellent education sessions from international presenters, the 1,000+ conference attendees heard a presentation on Wal-Mart's international reach, including their diverse presence in over 27 countries. Wal-Mart's name is US-only, in other countries it is known by other names and works to provide a shopping experience that it tailored to the culture and traditions of the different countries where it exists.

Representatives from IAAO also met with representatives from the South African province of Kwazulu-Natal in north eastern South Africa. Kwazulu-Natal is the second largest of nine

providences in South Africa with a population of over 10 million, their representatives are looking to use IAAO guidance and standards as the benchmark for their property valuation process. Through cooperative agreements with IAAO, Kawazulu-Natal will become another international tax assessment body that can utilize IAAO materials, training and resources as they build their tax systems.

Another exciting development was discussions with members from south Asia about the possibility of

Members of the South African Delegation meet with IAAO President Marty Marshall, Vice President Pete Rodda and other IAAO Committee representa- tives and staff

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Fall 2014 Newsletter of the FCIAAO

(Continued from page 4)

starting an Asia-Pacific Chapter of IAAO. Currently, IAAO has Representatives in a number of countries, but a new international Chapter outside of North-America will be a first. Stay tuned as details are discussed - IAAO leadership and committees will work on this idea in the fall at Leadership Days, a meeting of all IAAO committee participants, which Florida can proudly claim a number. Meeting our peers from other nations can be very rewarding, it is good to know that the issues and challenges we face day to day; valuing complex properties, explaining our roll in the world of taxation to the public we serve and working with other governmental agencies is not limited to Florida, or the United States but are the same the world over - we are part of a very large community of professionals.

Dorothy Jacks and Greg Stevens, Manager of Property Services for the City of Mel- bourne, Australia discuss the possibility of an Asia-Pacific IAAO Chapter

Dorothy Jacks, CFE, AAS

Past-President - FCIAAO

Chief Deputy - Palm Beach County Property Appraiser

CEAA AWARD

Certificate of Excellence in Assessment Administration Presented to Florida Chapter Jurisdiction!

Hillsborough County, Florida was formally recognized at the IAAO Annual Conference Closing Dinner and presented the Certificate of Excellence in Assessment Administration. Property Appraiser Bob Henriquez accepted the certificate along with a few of his key staff members. Hillsborough County is the 11 th Florida jurisdiction to receive the certificate and the 28 th in the nation and internationally. This honor provides yet another level of professionalism to our industry and FCIAAO is proud to have so many of our members be part of this level of excellence. Alachua County was the first IAAO member to receive this honor and they lead the way for others. Congratulations Hillsborough County!

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Fall 2014 Newsletter of the FCIAAO

80th ANNIVERSARY IAAO CONFERENCE AWARDS

The IAAO Annual International Conference was held in Sacramento, California August 24 – 27 th providing educational sessions, networking opportunities, events, and exhibits for attending members. Attendees also experienced tremors from the Napa Valley earthquake! This year’s conference marked the 80 th Anniversary of this organization which began in 1934 and now has an association of over 7,500 property assessment professionals.

Alice Weinberg

Kicking off the conference was keynote speaker, “Coach” Jack Lengyel who rebuilt the Marshall University “Thundering Herd” football team following the 1970 tragic plane crash that killed all on board. The 2006 movie “We Are Marshall” details the role “Coach Lengyel” played. His keynote topic: “Strategic Planning for Personal and Professional Success” provided great motivational insight for the attendees. The Monday Awards Luncheon recognized outstanding accomplishments of IAAO members and assessment professionals. The Florida Chapter has been the recipient of the Chapter of the Year Award on 14 occasions and has won the coveted Virginia Cup 6 times. The Outstanding Chapter/Affiliate Award is presented to “an IAAO Chapter or Affiliate organization that has made an outstanding contribution to the IAAO mission” and this year the 2014 award was presented to your Florida Chapter!

The Virginia Cup is presented to the state or province with the most new designees during the award period. Florida was the recipient of this year’s award with 19 completing their designations! In addition, Florida Chapter members receiving individual awards were: Lee County Property Appraiser Ken Wilkinson was presented the International Award. This award recognizes a member whose efforts have helped to advance the global development of assessment professionals.

St. Lucie County was presented the Distinguished Assessment Jurisdiction Award. This award is presented to a national, state/provincial, regional, or local

assessment agency that has instituted a technical, procedural, or administrative program that is an improvement over prior programs, and is recognized as a component of a model assessment system and a contributing factor to equity in property taxation. The Florida Chapter was the talk of the conference with all of our well deserved accolades!

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Fall 2014 Newsletter of the FCIAAO

2015 FCIAAO FEE INCREASES

The FCIAAO Executive Board recently voted a slight increase in member dues and conference fees. Fee structures for both membership and conference registration have remained at the same level for a number of years while costs have continued to increase for food, beverages, parking, meeting space, etc. Your board is committed to providing discounts on educational programs when feasible and securing sponsorships to continue to provide the best resources available. Sponsorships allow our attendees to meet face to face and learn about the latest innovations in our industry. While this allows additional benefits we still felt a minor increase in member fees and conference registration is warranted.

Therefore the following will be implemented beginning in 2015:

Member Dues: $25 (Regular); $40 (Subscribing); $15 (Associate) Conference Fees: $95 FCIAAO Member; $135 Non-Member

With these slight increases your board will be able to plan carefully to provide our members with the following benefits:

Affordable Member Pricing for Annual Conferences and Seminars Quarterly Newsletter

Access to Member Log-in Proposed Webinar Days Committee Support Job Postings for Member Jurisdictions Property Appraiser Membership Presenter Materials Member Directory Development of Additional Resources Educational and Networking Opportunities Others….

Thank you for your membership and continued participation in our organization. Should you have additional questions, please do not hesitate to contact us. The completion of evaluations available at each conference allows us to hear your recommendations and concerns.

IAAO ELECTIONS UNDERWAY IN NOVEMBER

REMEMBER TO VOTE!

The slate of candidates for the upcoming IAAO elections are on the IAAO website for your review. You must be a member in good standing on or before October 1, 2014 in order to vote. Ballots will be provided by mail and email by IAAO and voting will occur between November 1 – 30 th . Please vote!

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Fall 2014 Newsletter of the FCIAAO

IAAO International Conference

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Fall 2014 Newsletter of the FCIAAO

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Fall 2014 Newsletter of the FCIAAO

INSTRUCTOR TRAINING WORKSHOP

Your 2013-2014 FCIAAO President Nick Nikkinen, representing the Honorable Rick Singh Orange County Property Appraiser, attended the IAAO Instructor Training Workshop the three days prior to the IAAO 80th Annual Conference in Sacramento, California. Florida was well represented in the class of ten attendees, by the Honorable Jim Overton, Duval County Property Appraiser; the Honorable Scott Russell, Monroe County Property Appraiser; and Kevin Campanaro representing the Honorable Pam Dubov, Pinellas County Property Appraiser.

Several presentations were given over the three day course which were critiqued on numerous factors, including: speaking style and comfort, delivery and voice projection, subject knowledge, illustrations and adaptability. The judging panel consisted of three IAAO senior instructors; our own Pat Alesandrini, Assistant Chief Deputy Hillsborough County; Bob Reardon, Massachusetts; and Garth Thimgan, Colorado; together with Jean Speigel, IAAO's Education Manager. Neil “Nick” Nikkinen, AAS, CFE

This workshop was a great learning experience that I would highly recommend for those of you interested in becoming an IAAO Instructor.

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Fall 2014 Newsletter of the FCIAAO

County Spotlight: DUVAL COUNTY

Duval County, which is located in the North Eastern portion of Florida, was founded on August 12, 1822 and named for William Pope DuVal, Governor of Florida Territory from 1822 to 1834. The county seat for Duval is Jacksonville. Duval County had been inhabited by the Mocama, a Timucuan speaking group who lived throughout the coastal areas of northern Florida; and then by the Saturiwa which was one of the most powerful tribes in the region. During the 18 th century a European settlement was established by the name of Cowford, and would later be renamed Jacksonville.

Hon. Jim Overton, CFA

Jacksonville is the largest city in the continental US. It was named after Andrew Jackson, the first military governor of the Florida Territory and seventh President of the United States. When Duval was first formed it covered an area from the Suwannee River on the west to the Atlantic Ocean on the East. In 1824 Alachua and Nassau counties were created out of parts of Duval. Duval took parts from St. Johns County south and east of the St. Johns River in the 1840’s. Clay County was created from another part of Duval in 1858.

Duval is 918 sq. miles which is broken down into 762 sq. miles of land and 156 sq. miles of water. The topographic nature is coastal plain; however, there are some rolling hills.

On October 1, 1968 the government of Duval was consolidated with the government of the city of Jacksonville. Duval County has other cities: Atlantic Beach, Baldwin, Jacksonville Beach and Neptune Beach and they maintain their own municipal governments.

2014 Preliminary Tax Roll At-A Glance

Real Property Parcels

352,643

Tangible Accounts

31,541

Just (Market) Value

$82,381,551,149

Taxable Value

$49,616,435,721

Hon. Jim Overton, CFA first elected in 2003| | Number of Positions: 117| Website: http://www.coj.net/departments/property-appraiser.aspx

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Fall 2014 Newsletter of the FCIAAO

MEMBER SPOTLIGHT: Wendy Sapp

What do you do for the PA? I am responsible for the administrative portion of the Tax Rolls, TRIM, and Value Adjustment Board. I also serve on various committees including the Public Relations and Value Adjustment Board and gives presentations within the community. How long have you been employed by the PA? I have been working in the Alachua County Property Appraisers Office for a total of 13 years. I began working in the Residential department as an

Wendy Sapp

appraiser shortly after I graduated college. I acquired another position with a company and left briefly only to come back to work at the office in the Administrative department.

What do you like most about your job? My favorite parts of my job include the ability to work independently & the people I work with. It’s great to work with people that care about their work and doing a good job. It’s hard to find that environment today because so many people just don’t care about honesty, hard work, and integrity. My current position has been wonderful because I get to split my time between creative and organizational tasks. I love having that duality because when I get stuck on the creative stuff I can switch gears and do the organizational stuff enabling me to use both sides of my brain. Where were you born? I was born in Gainesville, FL. in a hospital just a few blocks from the University of Florida. A Florida Gator from birth! Both of my parents still live in the area around Gainesville. Where was your best vacation ever? When I was sixteen my dad and I took a road trip to visit family in Ohio and Michigan. We decided on the way home we would stop wherever we wanted to go. He picked the mountains and I picked the beach. My dad and I are taking another road trip this month for his birthday and I am very excited to spend some time with him. What are your hobbies? I love outdoor activities especially when the weather is nice. I grew up going to the beach and water skiing on the local lakes around the area. I still enjoy those activities the most. I plan on taking golf back up in the fall when the weather is a little cooler. When I can get my two daughters away from their busy social schedules, we love just to hang out.

What do you plan to do when you retire? Live within my means.

Volunteer.

Travel the world. Buy a motor home. Move to the country. Remodel my home.

Spend time with family and friends.

Become a Public Servant.

Learn to play a musical instrument.

Write a book. Read a book.

Teach a class.

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Fall 2014 Newsletter of the FCIAAO

CAREER OPPORTUNITIES

Commercial Manager

Orange County

Residential Manager

Orange County

Residential Analyst

Orange County

Residential Field Appraiser

Osceola County

Director of Information Technology

Manatee County

Senior Appraiser & Project Manager

Martin County

Web/Application Developer

Sarasota County

Appraiser II and Senior Appraiser

Department of Revenue

Various (five openings)

Miami-Dade

DOR Education Offerings

The Florida Department of Revenue is offering the following classes in Lake Mary from

December 8 through December 12th.

 IAAO101: Fundamentals of Real Property Appraisal

 IAAO 300: Fundamentals of Mass Appraisal

 IAAO 600: Principles & Techniques of Cadastral Mapping

 FACM 01: Mathematics for the Cadastralist

Visit the DOR website for registration information.

LIKE US ON FACEBOOK!

www.facebook.com/fciaao

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Fall 2014 Newsletter of the FCIAAO

Mission Statement

“To offer relevant educational opportunities in ad valorem appraisal and administra- tion, and to promote professional development of our members.”

A publication by the Florida Chapter of International Association of Assessing Officers