Descriptions

Seminar Descriptions

Agricultural Use Appraisal / Agricultural Schedule Building

Description:

TAAD presents a seminar for appraisers…

Did you know the agricultural valuation course has been retired? To provide training in that area, TAAD is sponsoring a one-day seminar designed to instruct about the basics of developing ag values and calculating rollbacks as well as building ag schedules (using cash and share leases).

Registration fees must reflect current membership status.
Cancellation deadline/penalty:  Requests for refunds must be in writing and submitted by September 29; a $75 cancellation fee will be deducted. No refunds for cancellations after September 29.

Duration: Class Hours: Registration 8-8:30; class 8:30-5; breakfast included, lunch on your own

Dates: October 5, 2022 |

Location: North Austin Marriott - 2600 La Frontera Blvd, Round Rock, TX 78681

Instructor: Carla Pope-Osborne

Fees: 2022 TAAD Member District: $160 | 2022 TAAD Associate/Affiliate Member: $175 | 2022 Non-member: $200 |

Credits: 7.5 CEs

Registration Deadline: September 29, 2022

**Chief Appraiser Ethics: Qualities for Ethical Leadership in a World of Bad Blood

Description:

To provide this training to as many registrants as possible, TAAD is periodically providing it online.

Please Note: This session will also secure the two hours of Ethics training every TDLR registrant must gain in each recertification period.

Dates offered: 

  • Tue. June 7
  • Tue. Aug. 23
  • Tue. Nov. 29

Must be registered to receive credit. Registration fees must reflect current membership status. This session is pre-recorded.
Cancellation deadline/penalty: No later than 2 days prior to class, $50 penalty

**Virtual Offering

Duration: Class Hours: 9:30am – 12pm (with breaks)

Dates: August 23, 2022 | November 29, 2022 |

Location for August 23: Zoom

Location for November 29: Zoom

Instructor: Marya Crigler, Travis CAD

Fees: 2022 TAAD Member District/Affiliate Member/Associate Member : $50 | 2022 Non-member: $100 |

Credits: 2 CEs of MANDATORY TDLR Chief Appraiser Ethics; or 2 CEs of standard Ethics if not a chief appraiser.

Registration Deadline: 2 days prior to class, minimum

**Fee Simple & Property Rights Valuation Issues for Commercial Properties

Description:

TAAD presents a timely topic for appraisers…

Appraisers are challenged by the need to develop Fee Simple values for property that sells based on leases in place at the time of sale. This workshop looks at background, terminology, and appraisal concepts for Fee Simple valuation, as well as suggested appraisal practice and possible solutions to resolving common issues that surface in the valuation of leased commercial property.

Several examples of effective rent and proper handling of tenant improvements are incorporated in the material. The workshop includes three short case studies that involve 1031 exchanges, long-term/credit leases, and leased fee/leasehold property rights.

Registration fees must reflect current membership status.
Cancellation deadline/penalty: Requests for refunds must be in writing and submitted by September 14; a $75 cancellation fee will be deducted. No refunds for cancellations after September 14.

**Virtual Offering

Duration: Class Hours: 8a-5p (w/l-hour lunch break)

Dates: September 21, 2022 |

Location: Zoom

Instructor: Brad Eldridge, CAE, MAI

Fees: 2022 TAAD Member District: $150 | 2022 TAAD Affiliate/Associate Member: $200 | 2022 Non-member: $250 |

Credits: 7.5 CEs

**Mass Appraisal Analysis & Benchmarks

Description:

TAAD presents a timely topic for appraisers…

This one-day workshop is designed to help refresh the mass appraisal technics used in the valuation process and also to help establish some processes and procedures for unusual or more challenging events.

Topics discussed include:

  • USPAP
  • Scope of Work
  • Mass Appraisal, Market Value
  • Highest and Best Use Analysis
  • Neighborhood Analysis
  • Benchmarks
  • Sales Validation
  • Sales Ratio Analysis
  • Sales Chasing and Trending

Registration fees must reflect current membership status.
Cancellation deadline/penalty: Requests for refunds must be in writing and submitted by October 18; a $75 cancellation fee will be deducted. No refunds for cancellations after October 18.

**Virtual Offering

Duration: Class Hours: 8:30am-5pm; l-hour lunch break

Dates: October 25, 2022 |

Location: Zoom

Instructor: Brad Eldridge, CAE, MAI

Fees: 2022 Member District: $150 | 2022 Associate/Affiliate Member: $200 | 2022 Non-member: $250 |

Credits: 7.5 CEs

Registration Deadline: October 18, 2022

Math Behind the PVS: An In-depth Review

Description:

TAAD presents a timely topic for appraisers…

This one-day workshop is designed to inform and instruct about the “nuts and bolts” of the annual Property Value Study.

Topics discussed will include:

  • Governance of the PVS
  • How PTAD selects ISDs, categories, stratas and individual accounts
  • How PTAD adjusts values in the PVS
  • How to interpret the PVS reports; appealing the PVS
  • An overview of the PVS and school finance

Registration fees must reflect current membership status.
Cancellation deadline/penalty: Requests for refunds must be in writing and submitted by September 29; a $75 cancellation fee will be deducted. No refunds for cancellations after September 29.

Duration: Class Hours: Registration 8-8:30; class 8:30-5; breakfast included, lunch on your own

Dates: October 3, 2022 |

Location: North Austin Marriott - 2600 La Frontera Blvd, Round Rock, TX 78681

Instructor: Casey Bean, Perdue Brandon Fielder Collins & Mott

Fees: 2022 TAAD Member District: $160 | 2022 TAAD Affiliate/Associate Member: $175 | 2022 Non-member: $225 |

Credits: 7.5 CEs

Registration Deadline: September 26, 2022

**New Laws & Rules 2021 Update (with Special Sessions info)

Description:

To provide this training to as many registrants as possible, TAAD is periodically providing it online.  This session includes credit for the two Special Sessions’ bills.

Dates offered:

  • Wed. June 8
  • Mon. Aug. 22
  • Thurs. Dec. 1

Must be registered to receive credit. Registration fees must reflect current membership status. This session is pre-recorded.
Cancellation deadline/penalty: No later than 2 days prior to class, $50 penalty

**Virtual Offering

Duration: Class Hours: 1:30 – 4:30pm

Dates: August 22, 2022 | December 1, 2022 |

Location for August 22: Zoom

Location for December 1: Zoom

Instructor: Tracey Foster, Hugh Landrum & Associates

Fees: 2022 Member CAD/Affiliate Member/Associate Member: $75 | 2022 Non-member: $100 |

Credits: 3 CEs

Registration Deadline: 2 days prior to class, minimum

**Public Funds Investment Training for Appraisal Districts

Description:

TAAD presents a seminar for appraisers…

The purpose of this workshop is to provide training mandated by Texas Government Code, Chapter 2256. This two-day seminar meets the required 10 hours of PFIA training needed every two years by all individuals serving as financial officer, treasurer or investment officer of a local government, including an appraisal district.

Topics discussed:

  • Public Funds Investment Act Compliance
  • Texas Public Funds Collateral Act
  • As well as, developing a certificate of deposit program, As well as, investment policies, investment basics, factors that affect interest rates, using excel for investment controls, investment pools, internet resources for investment decisions, internal controls, the budgeting process, computer security awareness controls and business impact analysis.

Registration fees must reflect current membership status.
Cancellation deadline/penalty: Requests for refunds must be in writing and submitted by October 12; a $75 cancellation fee will be deducted. No refunds for cancellations after October 12.

**Virtual Offering

Duration: Class Hours - Day 1: Registration 8-8:30; class 8:30-12, 1:30-5; Day 2: Class 8:30-12

Dates: October 19-20, 2022 |

Location: Zoom

Instructor: Patrick Shinkle, Center for Public Management, University of North Texas

Fees: 2022 TAAD Member District: $200 | 2022 TAAD Associate/Affiliate Member: $250 | 2022 Non-member: $300 |

Credits: 11.25 CEs

Registration Deadline: October 12, 2022

Public Law for Texas CADs

Description:

TAAD presents a seminar for CAD staff that addresses pertinent parts of the law (outside the Property Tax Code) that govern appraisal districts…

Topics covered:

• Social Media policies and pitfalls
• Part 1, Part 2: Bidding/Contracts
• HR, Office Security and Civil Rights
• Public Info Act
• What to do with a request for arbitration?
• Acting Outside Your Authority
• Records Retention: How to Retain and Destroy Info Properly
• Laws You Didn’t Know Existed

Registration fees must reflect current membership status.
Cancellation deadline/penalty: Requests for refunds must be in writing and submitted by September 26; a $100 cancellation fee will be deducted. No refunds for cancellations after September 26.

Duration: Class Hours: Registration 8:30-9; Day 1 class 9-5; Day 2 class 8:30-1; breakfast included daily prior to class, lunch on your own

Dates: October 4-5, 2022 |

Location: North Austin Marriott - 2600 La Frontera Blvd, Round Rock, TX 78681

Fees: 2022 TAAD Member District: $225 | 2022 TAAD Associate/Affiliate Member: $275 | 2022 Non-member: $325 |

Credits: 10.25 CEs

Registration Deadline: September 26, 2022

**TAAD Talks

PVS Reporting and Local Value Review

Description:

The session will address the Comptroller’s School District Property Value Study and its relationship to school finance.

Topics covered:

  • Property Value Study
  • CAD Reporting to the Comptroller
  • Impacts of the PVS results for school districts
  • School district funding
  • Taxable Value Audits
  • Final Questions and Wrap-Up

Must be registered to receive credit. Registration fees must reflect current membership status. No refunds for cancellations or no-shows.

**Virtual Offering

Duration: 1:30-3:30pm

Dates: September 19, 2022 |

Location: Zoom

Instructor: Lacy Harris, Perdue Brandon Fielder Collins & Mott

Fees: 2022 TAAD Member District/Affiliate Member/Associate Member: $50 | 2022 Non-member: $100 |

Credits: 2 CEs

Registration Deadline: September 7, 2022

**TAAD Talks

Unequal Appraisal as Related to PVS (Sales Chasing)

Description:

Topics covered:

  • IAAO Standard 3.7
  • 5 Techniques to identify Unequal Appraisal
  • Comparison of Average Value Changes (the Alternate Test)
  • Comparison of Average Unit Changes
  • Split Sample Technique
  • Comparison of Observed vs Expected Distribution Ratios (Concentration Test)
  • Mass Appraisal Techniques
  • PTAD’s Alternate Test
  • Non-Sales Chasing Reasons for Failing
  • Reading the Alternate Test Results
  • Items to look for that might cause you to “pass”
  • Items that will NOT help you
  • Evidence to send in to PTAD

Must be registered to receive credit. Registration fees must reflect current membership status. No refunds for cancellations or no-shows.

**Virtual Offering

Duration: 1:30-3:30pm

Dates: October 17, 2022 |

Location: Zoom

Instructor: Casey Bean, Perdue Brandon Fielder Collins & Mott

Fees: 2022 TAAD Member Districts/Affiliate Member/Associate Member: $50 | 2022 Non-member: $100 |

Credits: 2 CEs

Registration Deadline: October 5, 2022

**TAAD Talks

Setting Up a Litigation Team in Any Size CAD

Description:

Topics covered:

  • What does the Property Tax Code say?
  • Overview of the CAD litigation process by a non-attorney
  • Deciding your CAD’s litigation philosophy
  • Roles in a litigation team
  • What to look for in a hiring a litigation employee
  • Using in-house vs. outside experts
  • Budget concerns

Must be registered to receive credit. Registration fees must reflect current membership status. No refunds for cancellations or no-shows.

**Virtual Offering

Duration: 1:30-2:30pm

Dates: November 30, 2022 |

Location: Zoom

Instructor: Adam Bogard, Harris CAD

Fees: 2022 TAAD Member District/Affiliate Member/Associate Member: $30 | 2022 Non-member: $50 |

Credits: 1 CE

Registration Deadline: November 25, 2022

**TAAD Talks

Are You Honking in Encouragement? Customer Service Lessons from the Geese

Description:

Topics covered:

  • Teamwork & Interdependent Thinking
  • Communication
  • Be Part of the Solution
  • Respect Diversity
  • Ask & Encourage the Right Questions
  • Professional in All We Do
  • Lead with Integrity
  • Let Technology Work for You
  • Commit to Excellence
  • Pull the Weeds

Must be registered to receive credit. Registration fees must reflect current membership status. No refunds for cancellations or no-shows.

**Virtual Offering

Duration: 1:30-3:30pm

Dates: December 12, 2022 |

Location: Zoom

Instructor: Tracey Foster, Hugh L. Landrum & Associates

Fees: 2022 TAAD Member District/Affiliate Member/Associate Member: $50 | 2022 Non-member: $100 |

Credits: 2 CEs

Registration Deadline: December 7, 2022

**Understanding Methods and Assistance Program (MAP) Reviews for New Chief Appraisers

Description:

TAAD presents a seminar for new chief appraisers…

Are you anxiously preparing to experience a Methods and Assistance Program (MAP) Review?  If you are a new OR new-to-the-process chief appraiser, this half-day session will be just what you need! Representatives of the Comptroller’s Property Tax Assistance Division will be on hand to outline the process, answer your questions and concerns, explain new steps in the review and help you prepare for your appraisal district’s review.

Must be registered to receive credit. Registration fees must reflect current membership status. No refunds for cancellations or no-shows.

**Virtual Offering

Duration: Class Hours: 9-12:30

Dates: January 6, 2023 |

Location: Zoom

Instructor: Emily Hightower and Betsy Murphy, PTAD

Fees: 2023 TAAD Member District: $75 | 2023 TAAD Associate/Affiliate Member: $100 | 2023 Non-member: $150 |

Credits: 3.5 CEs

Registration Deadline: January 2, 2023

**USPAP Refresher

Description:

Need credit for your USPAP Refresher mandatory continuing education?

 To provide this training to as many registrants as possible, TAAD is periodically providing it online. Check the date listed below that you’ll attend. The ZOOM link will be sent the day prior to class.

Dates:

  • Wed. March 2
  • Wed. May 4
  • Wed. Aug. 10
  • Tues. Oct 18
  •  Wed. Dec. 7

Must be registered to receive credit. Registration fees must reflect current membership status.
Cancellation deadline/penalty: No later than 2 days prior to class, $50 penalty

**Virtual Offering

Duration: Class Hours: 1-4:30pm

Dates: October 18, 2022 | December 7, 2022 |

Location for October 18: Zoom

Location for December 7: Zoom

Instructor: Tracey Foster, Esq., Hugh L. Landrum & Associates

Fees: 2022 TAAD Member District: $75 | 2022 TAAD Affiliate/Associate MEmber: $150 | 2022 Non-member: $225 |

Credits: 3.5 CEs

Registration Deadline: 2 days prior to class, minimum

Wildlife Appraisal Seminar

Description:

TAAD presents a seminar for appraisers…

Did you know the wildlife appraisal course has been retired? To provide training in that area, TAAD is sponsoring a one-day seminar designed to instruct about the basics of wildlife management activities, determining qualifications for wildlife appraisal, and calculating the value of property under wildlife appraisal. You will learn key features to look for when monitoring wildlife properties. This year’s seminar has new material, new examples and more to offer!

Registration fees must reflect current membership status.
Cancellation deadline/penalty: Requests for refunds must be in writing and submitted by September 30; a $75 cancellation fee will be deducted. No refunds for cancellations after September 30.

Duration: Class Hours: Registration 8-8:30; class 8:30-5; breakfast included, lunch on your own

Dates: October 6, 2022 |

Location: North Austin Marriott - 2600 La Frontera Blvd, Round Rock, TX 78681

Instructor: Carla Pope-Osborne, Daniel Van Schaik

Fees: 2022 TAAD Member District: $160 | 2022 TAAD Associate/Affiliate Member: $175 | 2022 Non-member: $200 |

Credits: 7.5 CEs

Registration Deadline: September 30, 2022