64th Annual

School for Connecticut Tax Assessors

and Board of Assessment Appeals

 

June 4 - 8, 2007
 
Sponsors:
Certified Connecticut Municipal Assessor Committee
Office of Policy and Management
Connecticut Association of Assessing Officers
University of Connecticut's College of Continuing Studies
 
Registration form                Download Adobe Reader Free  -  After Download, install program
 

The school has a dual purpose: to provide an educational program for those interested in the Certified Connecticut Municipal Assessor (CCMA) designation and to serve as a forum where assessors can present and explore solutions to professional challenges. 

 

The 2007 School offers five courses and an advanced workshop that will run simultaneously.  The School is open to all Connecticut assessors, members of boards of assessment appeals and other residents concerned with the problems of property tax administration (on a space-available basis).
 
Certified Connecticut Municipal Assessor Courses

Courses meet Monday through Thursday from 8:30 a.m. to 12:00 noon and from 1:00 p.m. to 4:30 p.m.  Exams are held Friday morning.  All students, including those in the workshop, should bring pocket calculators.
 
CCMA I A CCMA II A
Assessment Administration Introduction to Appraisal Principles
This course is intended for newly-elected assessors, assessor clerks, new staff members and others interested in earning the CCMA designation.  Along with the CCMA I B, this is an appropriate course for the first-time attendees. 
Content:
         The appraisal process
         Legal concepts and theory of value
         Land valuation
Content:          Cost approach to value
         Introduction to State Statutes          Measuring and lisitng
         Transfer of Title Prerequisites:  CCMA I A and CCMA II B
         Maintenance of assessment records Instructors: Thomas F. Browne, CCMA II and William H Gaffney, III, CCMA II
         Exemptions and exempt properties  
         Assessment calendar CCMA II B
         Common interest ownership Application of Valuation Techniques
Prerequisites: none This course is open to attendees who have completed the prerequisites below, and to others on a space-available basis.
Instructors: Helen Totz, CCMA II, and Barbara Bigos, CCMA II Content:
           Mathematics and statistics
CCMA I B          Cost schedules
Assessment Valuation          Revaluation concepts
This course is intended for newly-elected assessors, assessor clerks, new staff members and others interested in earning the CCMA designation.  Along with the CCMA I A, this is an appropriate course for the first-time attendees. 
         Commercial valuation
         Market approach to value
Prerequisites: CCMA I A, I B, and II A
Content: Instructors: Robert J. Hartzell, CCMA II, and Michael A. Bekech, CCMAII
         Concept of Value  
         490 Valuation (farm, forest, open space) CCMA III
         Revaluation Income Approach to Value
         Sales ratio and grand list codes Content:
         Motor vehicle assessment administration          Income capitalization
         Personal property assessment administration          Adjusted income and expense statements
         Miscellaneous valuation problems          Residual techniques
Prerequisites: none          Discounted cash flow
Instructors: Patricia G. Hedwall, CCMA II, CAE, CCA, SPA, and Brian Smith, CCMA II.          Introduction to mortgage equity
           Six functions of a dollar
  Prerequisites: CCMA I A, I B, II A, II B
  Instructors: Bill O'Brien, CCMA II, and Christopher Buckley, CCMA II
 
Connecticut Assessment Administration Workshop

Sessions will be offered daily from 8:30 a.m. to 12:15 p.m. and from 1:30 p.m. to 5:00 p.m.  All workshop participants may earn up to 31 contact hours.

To receive credit, sign-in/out requirements must be met.  You may register by the week or by the day. 

 

Monday:.........IAAO Forum 937, House Construction, Design & Systems (7.0 hours); John Ryan, JF Ryan Associates, Inc

Tuesday AM:..........Technology for Assessors  (3.5 hours); Charlie O'Shea, Jay Taranto, Vision Appraisal Technology
Tuesday PM:..........Personal Property Audits: The Whys & Hows  (3.5 hours); Jim Fields, Manager Charlie Shaub Tax Management Assoc.

Wednesday AM:....Freedom of Information (3.5hours); Victor Pertepua, Attorney

Wednesday PM:….Apartment Valuation  (3.5 hours); Patrick Wellspeak, Wellspeak, Dugas & Kane
Thursday AM:........Project Management & Leadership for Today's Assessor (3.5 hours); Gina Ohanesian, Performance Alternatives LLC

Thursday PM:........Discussions and Decisions of the Court (3.5 hours); Charles E Oman III, Counsel, City of Waterbury

Friday:..............Legislation, Assessors Potpourri and Q & A; Leon Jendrzejczyk, Moderator (3.0 hours)
Check-in and Registration
Please note that Sunday evening and Monday morning check-in and registration will be held in the lobby of the Nathan Hale Inn and Conference Center located on South Campus.  Tuesday – Friday morning check-in and registration will be held in the Rome lower level Portico, South Campus.  Daily check-in and registration begins at 7:30 a.m.

 
Overnight Accommodations              Nathan Hale Inn

 
Residents will be housed in air-conditioned rooms in the on campus hotel.  The hotel rate is $75.00 per room, single or double occupancy.   There is a breakfast option that is available for Hotel guests.  The cost is an additional $6.95 per day.  Payment to the hotel must be made separately from the Assessors School Registration.  Please contact the Nathan Hale Inn directly by May 6, 2004 at (860) 427-7888 to make your reservations.  Meals will be served in the cafeteria at Rome Hall beginning Monday at 7:00 a.m.  If at the time of your call, rooms at the hotel are no longer available, on campus housing is available in the South Campus Dormitory located across from the Nathan Hale Inn.  Rates for single accommodations are $52.25 per person per night, and $36.00 per person per night for double accommodations.  If you are interested in dormitory accommodations, please indicate your request on the registration form or speak to Joyce Bennett, Sales Manager at the Nathan Hale Inn. 

Parking  (Summer conference parking)

Campus parking permits will be required Monday through Friday between the hours of 8:00 a.m. and 4:00 p.m.  If you need a permit, please be sure to check the “I Will” box on the registration form.  Permits will be sent with confirmation packets. Guests of the hotel may park in the hotel’s parking lot.  Hotel parking permits may be obtained from the front desk at check-in.

Sunday Night Welcome Reception

Start Assessors School off early with a welcome reception at 5:30 pm at the Nathan Hale Inn and Conference Center.  Reservations and tickets are not required.

Monday Night Dinner

Enjoy an old fashioned New England Clambake catered by the Nathan Hale Inn and Conference Center on the hotel patio.  To assure your reservation, please order your tickets on the registration form.  Tickets will be distributed at the Monday morning check-in located in the lobby of the Nathan Hale Inn.

Tuesday Banquet

Join your colleagues on Tuesday evening in the beautiful Rome Ballroom on South campus.  Please purchase tickets in advance so we may have an accurate count.  They will be distributed at Monday morning check-in.

Farewell Picnic

All attendees are invited to a picnic/barbeque on the Rome Hall patio at 5:30 p.m. on Thursday.  Please dress casually.

Texts

Handbook for Connecticut Assessors, Statutes Pertaining to Assessment and Collection of Local Property Taxes and 2001 Statutes Update are the required texts for CCMA I A and I B.  Property Assessment Valuation is required for CCMA II A, II B, and III.  If you need to purchase these books, please note that they must be ordered in advance and paid for with your registration.  They will be distributed at the Monday morning check-in. 

IAAO Meeting

The Connecticut Chapter of IAAO will hold a meeting on Wednesday, June 9, at 6:00 p.m. in the Rome Community room. All are welcome.

Refund Policy

Registration fee is refundable, minus a $30 cancellation fee, if cancellation is received by June 4th.  Substitutions may be made at any time. 

Questions?

Questions and additional information, please contact:

Linda Friedman,  Program Manager

University of Connecticut, College of Continuing Studies

One Bishop Circle Unit 4056

Storrs, CT  06269-4056   

e-mail linda.friedman@uconn.edu       Phone:  (860) 486-9318