Descriptions

Seminar Descriptions

Public Funds Investment Training

Description:

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, developing a certificate of deposit program, 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.

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

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

Credits: 10.25 CEs

Agricultural Use Appraisal/Agricultural Schedule Building

Description:

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).

Duration: Registration 8-8:30; class 8:30-5

Instructor: Carla Pope-Osborne

Credits: 7.5 CEs

Wildlife Appraisal Seminar

Description:

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!

 

Duration: Registration 8-8:30; class 8:30-5

Instructor: Carla Pope-Osborne & Daniel Van Shaik

Credits: 7.5 CEs

Collection, Interpretation, Model-building of Income & Expense Data

Description:

The purpose of this workshop is to assist appraisers in the collection and interpretation of income and expense data for the construction of income models for establishing market value.

Duration: Registration 8-8:30; class 8:30-5

Instructor: Rick Stuart, CAE

Credits: 7.5 CEs

Registration Deadline: October 22, 2018

Marshall & Swift: Commercial - Sq. Ft Method Age

Description:

This workshop explores the use of the Marshall & Swift Valuation Service in evaluating commercial properties using the cost approach. The method discussed is the calculator (square foot) method.

Participants will be introduced to the appraisal process and sales comparison, the income approach and cost approach; have an understanding of the cost breakdown; review varieties of commercial properties – interior and exterior; and have a working knowledge of the cost approach and the Marshal & Swift Valuation Service and a commercial evaluation using the calculator method.

Duration: Registration 8-8:30; class 8:30-5

Instructor: Rick Stuart, CAE

Credits: 7.5 CEs

Valuation of Self Storage Properties

Description:

This one-day workshop will provide guidance and suggestions on the valuation process of self storage properties.

Almost every appraisal jurisdiction has some type of self storage property on their appraisal roll. The workshop will look at the different classifications of self storage and how all three approaches to value can be used to value these types of properties. Month-to-month leasing, the impact of new supply, reliance on external demand generators and management intensity all make analysis and valuation of
these properties difficult.

Also, included is some information on what authorities in the field say lies ahead for the industry. Several EXCEL spreadsheets and templates are included in this material to help in analysis and valuation.

Duration: Registration 8-8:30; class 8:30-5

Dates: November 7, 2018 |

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

Instructor: Rick Stuart, CAE

Credits: 7 CEs

Registration Deadline: October 26, 2018

Appraising After A Disaster or in Traumatic Events

Description:

This workshop will provide guidance and suggestions on the processes of advance preparation or working during an actual disaster or traumatic event, using information from various areas of the U.S. Images and actual data will be used to show actions and reactions for each of the events.

Participants will know the basic premises for USPAP; review actual disaster and traumatic events and what is involved; review the planning, management and public relations needed to be successful in these situations; become knowledgeable about some vendor & other sources to assist in the situation; and review application of all three approaches to value.

Duration: Registration 8-8:30; class 8:30-5

Dates: November 8, 2018 |

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

Instructor: Rick Stuart, CAE

Fees: TAAD Member Districts: $125 | TAAD Associate/Affiliate Members: $150 | Non-Members: $200 |

Credits: 7.25 CEs

Registration Deadline: October 26, 2018

Marshall & Swift Residential Quality, Condition & Effective Age

Description:

This workshop will review the characteristics that determine construction quality for residential properties by use of the Marshall & Swift Valuation Service. House images will be included in the presentation and will lead to extensive classroom participation. Actual construction costs will also be considered as a guide to determining quality. Images will also assist in the discussion on rating homes for condition in relationship to the definition and description for each condition rating. The determination of condition will lead directly into calculations for effective age.

Effective age will be defined and demonstrated on how to extract it from the market. Several data sets will be provided for the students to calculate effective age and how to use for the development of a depreciation or percent good table. Topics discussed are: USPAP review, cost approach, quality, condition, physical deterioration using effective age, functional obsolescence, external obsolescence and depreciation and effective age extraction.

Duration: Registration 8-8:30; class 8:30-5

Dates: November 9, 2018 |

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

Instructor: Rick Stuart, CAE

Fees: TAAD Member Districts: $125 | TAAD Associate/Affiliate Members: $150 | Non-Members: $200 |

Credits: 7.5 CEs

Registration Deadline: October 26, 2018

Instructor Training Workshop

Description:

Are you interested in becoming a State Course Instructor?

Have you been meaning to attend an instructor training course to become an approved instructor for state certification courses? Are you a veteran instructor interested in brushing up on your teaching techniques?

TAAD’s Instructor Training Workshop provides 16 hours of classroom training. (FYI: To complete PTAD requirements, instructor candidates will spend additional hours in the classroom teaching students under the supervision of a “mentor instructor.”)

Duration: Registration on Day 1 8-8:30; Class 8:30-5 on Wed/Thur

Dates: November 14-15, 2018 |

Instructor: Jeff Craig

Fees: TAAD Member Districts: $175 | TAAD Associate/Affiliate Members: $225 | Non-Members: $300 |

Registration Deadline: October 29, 2018