State Tax Commission Approved Continuing Education Courses for 2016
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State Tax Commission Approved Continuing Education Courses for 2016
State Tax Commission Approved Continuing Education Courses for 2016 Approved Instructor(s) Name of Organization # of Hours Approved Scheduled* 4 2/23/2016 shelley@michigantownships. 4 2/25/2016 shelley@michigantownships. 4 2/5/2016 shelley@michigantownships. 4 2/16/2016 shelley@michigantownships. 4 2/24/2016 shelley@michigantownships. 4 2/3/2016 shelley@michigantownships. 4 2/10/2016 shelley@michigantownships. 4 2/9/2016 shelley@michigantownships. 4 2/4/2016 shelley@michigantownships. 4 2/2/2016 shelley@michigantownships. Contact Information 2016 Advanced BOR Training:What You Need to Know (Alpena) Barbara VanGelderen Michigan Townships Association (MTA) 2016 Advanced BOR Training:What You Need to Know (Cadillac) Barbara VanGelderen Michigan Townships Association (MTA) 2016 Advanced BOR Training:What You Need to Know (Chelsea) Barbara VanGelderen Michigan Townships Association (MTA) 2016 Advanced BOR Training:What You Need to Know (Frankenmuth) Barbara VanGelderen Michigan Townships Association (MTA) 2016 Advanced BOR Training:What You Need to Know (Gaylord) Barbara VanGelderen Michigan Townships Association (MTA) 2016 Advanced BOR Training:What You Need to Know (Grand Rapids) Barbara VanGelderen Michigan Townships Association (MTA) 2016 Advanced BOR Training:What You Need to Know (Harris) Barbara VanGelderen Michigan Townships Association (MTA) 2016 Advanced BOR Training:What You Need to Know (Houghton) Barbara VanGelderen Michigan Townships Association (MTA) 2016 Advanced BOR Training:What You Need to Know (Kalamazoo) Barbara VanGelderen Michigan Townships Association (MTA) 2016 Advanced BOR Training:What You Need to Know (Lansing) Barbara VanGelderen Michigan Townships Association (MTA) * Scheduled date as self-reported on Form 4738 or 5203 at the time of request. The Commission cannot guarantee the accuracy of this information. Contact the sponsor listed to confirm dates. 9/9/2016 Page 1 of 31 Approved Instructor(s) # of Hours Approved Scheduled* 4 2/29/2016 shelley@michigantownships. 4 2/11/2016 shelley@michigantownships. Michigan Townships Association (MTA) 4 2/17/2016 shelley@michigantownships. Macomb Assessors Organization (MAO) 4 2/10/2016 kristen.sieloff@macombgov. Northwest Michigan Assessors Association 4 1/29/2016 [email protected] Northeast Michigan Assessors Association 4 1/22/2016 [email protected] 4 2/23/2016 shelley@michigantownships. 4 2/25/2016 shelley@michigantownships. 4 2/5/2016 shelley@michigantownships. 4 2/16/2016 shelley@michigantownships. 4 2/24/2016 shelley@michigantownships. Name of Organization Contact Information 2016 Advanced BOR Training:What You Need to Know (Mt. Pleasant) Barbara VanGelderen Michigan Townships Association (MTA) 2016 Advanced BOR Training:What You Need to Know (St. Ignace) Barbara VanGelderen Michigan Townships Association (MTA) 2016 Advanced BOR Training:What You Need to Know (West Branch) Barbara VanGelderen 2016 Board of Review Kirsten Sieloff 2016 Board of Review (Cadillac) Amy DeHaan 2016 Board of Review (West Branch) Amy DeHaan/Dan Darland 2016 Board of Review Training (Alpena) Barbara VanGelderen Michigan Townships Association (MTA) 2016 Board of Review Training (Cadillac) Barbara VanGelderen Michigan Townships Association (MTA) 2016 Board of Review Training (Chelsea) Barbara VanGelderen Michigan Townships Association (MTA) 2016 Board of Review Training (Frankenmuth) Barbara VanGelderen Michigan Townships Association (MTA) 2016 Board of Review Training (Gaylord) Barbara VanGelderen Michigan Townships Association (MTA) * Scheduled date as self-reported on Form 4738 or 5203 at the time of request. The Commission cannot guarantee the accuracy of this information. Contact the sponsor listed to confirm dates. 9/9/2016 Page 2 of 31 Approved Instructor(s) Name of Organization # of Hours Approved Scheduled* Contact Information 2016 Board of Review Training (Grand Rapids) Barbara VanGelderen Michigan Townships Association (MTA) 4 2/3/2016 shelley@michigantownships. Michigan Townships Association (MTA) 4 2/10/2016 shelley@michigantownships. 4 2/9/2016 shelley@michigantownships. 4 2/4/2016 shelley@michigantownships. 4 2/2/2016 shelley@michigantownships. 4 2/29/2016 shelley@michigantownships. 4 2/11/2016 shelley@michigantownships. 4 2/17/2016 shelley@michigantownships. Great Lakes Chapter of the Appraisal Institute 4 2/4/2016 [email protected] Michigan Assessors Association 6 8/3/2015 [email protected] 2016 Board of Review Training (Harris) Barbara VanGelderen 2016 Board of Review Training (Houghton) Barbara VanGelderen Michigan Townships Association (MTA) 2016 Board of Review Training (Kalamazoo) Barbara VanGelderen Michigan Townships Association (MTA) 2016 Board of Review Training (Lansing) Barbara VanGelderen Michigan Townships Association (MTA) 2016 Board of Review Training (Mt. Pleasant) Barbara VanGelderen Michigan Townships Association (MTA) 2016 Board of Review Training (St. Ignace) Barbara VanGelderen Michigan Townships Association (MTA) 2016 Board of Review Training (West Branch) Barbara VanGelderen Michigan Townships Association (MTA) 2016 Contemporary Michigan Property Tax Issues Panel A Refresher of Statistics for Assessors Karolyn Pargo ABCs of DDAs, TIFAs LDFAs, BRAs, TIFs and PSDs Stacey Bassi Stacey Bassi 4 * Scheduled date as self-reported on Form 4738 or 5203 at the time of request. The Commission cannot guarantee the accuracy of this information. Contact the sponsor listed to confirm dates. 9/9/2016 Page 3 of 31 Approved Instructor(s) Name of Organization # of Hours Approved Scheduled* 6/29/2015 [email protected] 7/27/2015 [email protected] Contact Information Administering A Successful Technology Driven Reappraisal Laurie Spencer North West Michigan Assessor Association (NWMAA) 6 Laurie Spencer Michigan Assessor Association 6 Administering A Successful Technology Driven Reappraisal (Calhoun Co.) Laurie Spencer 6 Advanced Concepts and Case Studies Kerry M. Jorgensen Appraisal Institute - Chicago Chapter 16 Advanced Threat Assessment & Situational Awareness Terry Bykerk Two The Rescue L.L.C. 6 Terry Bykerk & Mike Wierenga Two the Rescue LLC 6 American Society of Farm Managers & Rural Appraise 8 [email protected] 10/4/2016 [email protected] Alternative Energy For Agriculture Doug hodge Analyze This! Applications of Appraisal Analysis K. Tracy Martin McKissock (counts as on-line credit) 4 ANY 6 www.mckissock.com Annual 7-hour National USPAP Update ANY Annual 7-hour National USPAP Update ON-LINE ANY ANY 4 Apex Sketching - Integration and Beyond David Kerwin or Jay Graber Michigan Assessor's Association 16 * Scheduled date as self-reported on Form 4738 or 5203 at the time of request. The Commission cannot guarantee the accuracy of this information. Contact the sponsor listed to confirm dates. 9/9/2016 Page 4 of 31 Approved Instructor(s) Name of Organization # of Hours Approved Scheduled* Contact Information Appraisal of Commercial & Industrial Property Using the STC Manual Peter Ewald, Jr., Michael Racklyeft & Scott Van Wayne County Association of Assessing Officers (WC 6 8/5/2016 [email protected] Peter Ewald, Jr., Michael Racklyeft & Scott Van Wayne County Association of Assessing Officers (WC 6 5/20/2016 [email protected] ASFMRA 7 6/27/2016 [email protected] ASFMRA 8 6/28/2016 [email protected] ASFMRA 8 6/29/2016 [email protected] Barbara Moss & Mark Holley Washtenaw County Assessors Association 6 6/4/2015 Mark Holley Northern Michigan University (NMU) 6 Macomb Assessor's Organization 6 Scott G. Gross BS&A Software 6 [email protected] Dan Kirwin BS&A Software 6 [email protected] David Kirwin BS&A Software 6 [email protected] DanBengel BS&A Software 6 [email protected] Jason Kohagen BS&A Software 6 [email protected] Thomas Schafer BS&A Software 6 [email protected] Kelly Garner BS&A Software 6 [email protected] Appraising Ag Facilities: Poultry Seminar Mark Lewis Appraising Natural Resources Justin Bierschwale Appraising Rural Residential Properties Chris Greenwalt Appraising vs Assessing [email protected] [email protected] Assessing With Today's Technology BS&A Instructors Assessing.Net Commercial/Industrial * Scheduled date as self-reported on Form 4738 or 5203 at the time of request. The Commission cannot guarantee the accuracy of this information. Contact the sponsor listed to confirm dates. 9/9/2016 Page 5 of 31 Approved Instructor(s) Name of Organization # of Hours Approved Scheduled* Contact Information Assessing.Net Level 1 Scott G. Gross BS&A Software 6 [email protected] David Kirwin BS&A Software 6 [email protected] Kelly Garner BS&A Software 6 [email protected] Dan Kirwin BS&A Software 6 [email protected] Thomas Schafer BS&A Software 6 [email protected] DanBengel BS&A Software 6 [email protected] Jason Kohagen BS&A Software 6 [email protected] Kelly Garner BS&A Software 6 [email protected] David Kirwin BS&A Software 6 [email protected] Dan Kirwin BS&A Software 6 [email protected] Scott G. Gross BS&A Software 6 [email protected] Thomas Schafer BS&A Software 6 [email protected] DanBengel BS&A Software 6 [email protected] Jason Kohagen BS&A Software 6 [email protected] Assessing.Net Level 2 * Scheduled date as self-reported on Form 4738 or 5203 at the time of request. The Commission cannot guarantee the accuracy of this information. Contact the sponsor listed to confirm dates. 9/9/2016 Page 6 of 31 Approved Instructor(s) Name of Organization # of Hours Approved Scheduled* Contact Information Assessing.Net Level 3 DanBengel BS&A Software 6 [email protected] Thomas Schafer BS&A Software 6 [email protected] Scott G. Gross BS&A Software 6 [email protected] Jason Kohagen BS&A Software 6 [email protected] Dan Kirwin BS&A Software 6 [email protected] David Kirwin BS&A Software 6 [email protected] Kelly Garner BS&A Software 6 [email protected] Thomas Schafer BS&A Software 6 [email protected] Jason Kohagen BS&A Software 6 [email protected] Scott G. Gross BS&A Software 6 [email protected] Kelly Garner BS&A Software 6 [email protected] David Kirwin BS&A Software 6 [email protected] DanBengel BS&A Software 6 [email protected] Dan Kirwin BS&A Software 6 [email protected] Assessing.Net Level 4 * Scheduled date as self-reported on Form 4738 or 5203 at the time of request. The Commission cannot guarantee the accuracy of this information. Contact the sponsor listed to confirm dates. 9/9/2016 Page 7 of 31 Approved Instructor(s) Name of Organization # of Hours Approved Scheduled* Contact Information Assessing.Net Personal Property Seminar Jason Kohagen BS&A Software 6 [email protected] Kelly Garner BS&A Software 6 [email protected] David Kirwin BS&A Software 6 [email protected] Scott G. Gross BS&A Software 6 [email protected] DanBengel BS&A Software 6 [email protected] Thomas Schafer BS&A Software 6 [email protected] Scott G. Gross BS&A Software 6 [email protected] David Kirwin BS&A Software 6 [email protected] DanBengel BS&A Software 6 [email protected] Jason Kohagen BS&A Software 6 [email protected] Thomas Schafer BS&A Software 6 [email protected] Kelly Garner BS&A Software 6 [email protected] Thomas Schafer BS&A Software 6 [email protected] Scott G. Gross BS&A Software 6 [email protected] DanBengel BS&A Software 6 [email protected] Kelly Garner BS&A Software 6 [email protected] David Kirwin BS&A Software 6 [email protected] Jason Kohagen BS&A Software 6 [email protected] Dan Kirwin BS&A Software 6 [email protected] Assessing.Net Report Designer Assessing.Net Upgrade * Scheduled date as self-reported on Form 4738 or 5203 at the time of request. The Commission cannot guarantee the accuracy of this information. Contact the sponsor listed to confirm dates. 9/9/2016 Page 8 of 31 Approved Instructor(s) Name of Organization # of Hours Approved Scheduled* Contact Information Assessing.Net Using Apex David Kirwin BS&A Software 6 [email protected] Kelly Garner BS&A Software 6 [email protected] DanBengel BS&A Software 6 [email protected] Jason Kohagen BS&A Software 6 [email protected] Scott G. Gross BS&A Software 6 [email protected] Dan Kirwin BS&A Software 6 [email protected] Thomas Schafer BS&A Software 6 [email protected] David Kirwin Montcalm County Assessors Association 6 Jason Kohagen BS&A Software 6 [email protected] David Kirwin BS&A Software 6 [email protected] Kelly Garner BS&A Software 6 [email protected] David Kirwin BS&A Software 6 Dan Kirwin BS&A Software 6 [email protected] Thomas Schafer BS&A Software 6 [email protected] DanBengel BS&A Software 6 [email protected] Scott G. Gross BS&A Software 6 [email protected] Assessing.Net Using GIS 9/22/2016 michael@michiganassessor. * Scheduled date as self-reported on Form 4738 or 5203 at the time of request. The Commission cannot guarantee the accuracy of this information. Contact the sponsor listed to confirm dates. 9/9/2016 Page 9 of 31 Approved Instructor(s) Name of Organization # of Hours Approved Scheduled* Contact Information Assessing.Net Using Land Value Modeling Dan Kirwin BS&A Software 6 [email protected] Thomas Schafer BS&A Software 6 [email protected] Jason Kohagen BS&A Software 6 [email protected] DanBengel BS&A Software 6 [email protected] Dan Kirwin Bay County Equalization Department 6 David Kirwin BS&A Software 6 [email protected] Scott G. Gross BS&A Software 6 [email protected] 6 [email protected] 7/15/2016 [email protected] Assessments Powered by GIS Made Easy Laurie Spencer Laurie Spencer Assessments Powered by GIS Made Easy (Leelanau Co.) Laurie Spencer 6 6/5/2015 [email protected] 6 6/25/2015 [email protected] Assessments Powered by GIS Made Easy (Mecosta Co.) Laurie Spencer Assessor Boot Camp 6.0 (Expanded version of the 4-hour Assessor Boot Camp) Barbara Moss St. Clair Assessors Association 6 8/20/2015 [email protected] Barbara Moss Macomb Assessor 6 6/19/2015 [email protected] * Scheduled date as self-reported on Form 4738 or 5203 at the time of request. The Commission cannot guarantee the accuracy of this information. Contact the sponsor listed to confirm dates. 9/9/2016 Page 10 of 31 Approved Instructor(s) Name of Organization # of Hours Approved Scheduled* Contact Information [email protected] Assessor Refresher Shila Kiander Huron County Equalization Department 6 8/25/2016 Shila Kiander Mecosta County Equalization 6 6/9/2016 [email protected]. Shila Kiander Huron County EQ, Muskegon Co EQ & NWMAA 6 9/14/2016 [email protected] Shila Kiander Mecosta County Equalization Department 4 4/16/2015 [email protected] Shila Kiander Montcalm Assessor's Association 6 10/23/2015 [email protected] Shila Kiander North East Michigan Assessor Association (NEMAA) 6 10/23/2015 [email protected] Shila Kiander Mecosta County Equalization Department 6 4/23/2015 Great Lakes Chapter of the Appraisal Institute 4 2/4/2016 Upper Peninsula Assessors Association (UPAA) 4 2/10/2016 Susan Bovan 906-387-1010 Upper Peninsula Assessors Association (UPAA) 4 2/9/2016 Susan Bovan 906-387-1010 Upper Peninsula Assessors Association (UPAA) 4 2/16/2016 Susan Bovan 906-387-1010 Susan Hansman Sanilac County 6 2/19/2016 [email protected] Susan Hansman Tuscola County 6 2/4/2016 [email protected] Susan Hansman Huron County 6 2/10/2016 [email protected] [email protected] Avoiding Buybacks, Since Michigan Appraisers Don't Get Bailouts Rachel Massey [email protected] Board of Review School (Baraga) Joanie Nelson/Dulcee Atherton Board of Review School (Quinnesec) Joanie Nelson/Dulcee Atherton Board of Review School (Rudyard) Joanie Nelson/Dulcee Atherton Board of Review/Personal Property * Scheduled date as self-reported on Form 4738 or 5203 at the time of request. The Commission cannot guarantee the accuracy of this information. Contact the sponsor listed to confirm dates. 9/9/2016 Page 11 of 31 Approved Instructor(s) Name of Organization # of Hours Approved Scheduled* Contact Information BOR Training-What You Need to Know Barbara VanGelderen Mason County Assessors Association 4 2/12/2016 [email protected] Barbara VanGelderen Oceana County MTA Chapter 4 2/4/2016 [email protected] David Kirwin Michigan Assessors Association (MAA) 16 8/22/2016 [email protected] Dan Kirwin Michigan Assessors Association (MAA) 4 8/22/2016 [email protected] BS&A I, II & III CAMA Data Standards:Better Land Valuation and ECF Analysis David Kirwin Michigan Association of Equalization Directors (MAED 6 7/10/2016 matt.woolford@kentcountymi David Kirwin Roscommon County / BS&A Software 6 5/18/2016 housermanj@roscommoncou David Kirwin MAED/MAA/BS&A Software 6 [email protected] Capitalization Rates: Real World Applications - Michigan David Rice Great Lakes Chapter of Appraisal Institute 6 12/1/2016 [email protected] David Rice Northwest Michigan Assessors Association 6 7/13/2016 [email protected] David Rice Southeastern Michigan Assessors Association 6 11/10/2016 sandy.birkenshaw@macomb David Rice Clinton County Assessors Association 6 11/1/2016 David Rice Calhoun County Equalization Department 6 8/4/2016 [email protected] David Rice Northeast Michigan Assessors Association 6 7/14/2016 [email protected] David Rice Upper Peninsula Assessors Association 6 9/21/2016 [email protected] [email protected] Capitalization Rates: Real World Applications - Michigan David Rice Tri-County Assessors Association 6 6/23/2016 [email protected] David Rice David Rice 6 5/13/2016 [email protected] * Scheduled date as self-reported on Form 4738 or 5203 at the time of request. The Commission cannot guarantee the accuracy of this information. Contact the sponsor listed to confirm dates. 9/9/2016 Page 12 of 31 Approved Instructor(s) Name of Organization # of Hours Approved Scheduled* Contact Information Challenging Michigan Highest & Best Use Properties David Rice Upper Peninsula Assessors Association 6 9/22/2016 [email protected] David Rice Michigan Assessors Association 6 5/24/2016 [email protected] Challenging Michigan Highest and Best Use Properties David Rice Great Lakes Chapter-Appraisal Institute 6 5/13/2016 [email protected] David Rice Calhoun County Equalization Dept. 6 1/30/2015 [email protected] Michigan Assessors Association 7 8/16/2016 [email protected] Communication is a Two-Way Street Dennis Liimatta Communications Skills and Threat Assessment Terry Bykerk & Mike Wierenga Two The Rescue LLC 4 Southeast Chapter Michigan Assessor Assoc./Wayne 4 Consultant's Side of Assessing Tony Sokol [email protected] Contemporary Valuation Issues Involving Industrial Properties Paul K. Bidwell Great Lakes Chapter of the Appraisal Institute 6 Creating Best Practices Involving the Michigan Tax Tribunal Lohmeier,Bidwell,Ewald,Wieme, Beckleg 6/23/2015 [email protected] 4 8/15/2016 [email protected] 4 7/13/2016 [email protected] Detroit Chapter American Society of Appraisers (ASA) 4 Tim Schnelle Tim Schnelle 8 Tim Schnelle Michigan Assessors Association (Annual Conference) Tim Schnelle Michigan Association of Equalization Directors (MAED Current Assessment Topics * Scheduled date as self-reported on Form 4738 or 5203 at the time of request. The Commission cannot guarantee the accuracy of this information. Contact the sponsor listed to confirm dates. 9/9/2016 Page 13 of 31 Approved Instructor(s) Name of Organization # of Hours Approved Scheduled* Contact Information Damage Assessment Alexander Abdun-Nabi Chippewa County 4 8/15/2016 [email protected] Alexander Abdun-Nabi Montcalm County Equalization Dept. 4 7/7/2016 matt.woolford@kentcountymi Alexander Abdun-Nabi Macomb County 4 9/8/2016 [email protected] Alexander Abdun-Nabi Ottawa County 4 9/22/2016 [email protected] Therese Cremonte & Alexander Abdun-Nabi Livingston County Equalization 4 6/22/2016 [email protected] Alexander Abdun-Nabi Marquette County 4 8/16/2016 [email protected] Alexander Abdun-Nabi Otsego County 4 8/23/2016 [email protected] Alexander Abdun-Nabi Crawford County 4 8/31/2016 [email protected] Alexander Abdun-Nabi Houghton County 4 8/17/2016 [email protected] Alexander Abdun-Nabi Benzie County 4 8/30/2016 [email protected] Macomb Assessors Organization 4 Ronald Prat & Micheal Lohmeier American Society of Appraisers Detroit Chapter/041 8 Micheal Lohmeier Detroit Chapter American Society of Appraisers (ASA) 8 Michigan Assessors Association 16 5/24/2016 [email protected] Damage Assessment for Assessors Vicki Wolber, Jennifer Czeiszperger, Brendan sandy.birkenshaw@macomb Defensible Appraisal Practices [email protected] Depreciation Determination Deborah Ring/Roger McCarty Developing ECF's Using Sale Data & Other Market Analysis Timothy Schnelle Upper Peninsula Assessors Association (UPAA) 4 5/13/2016 [email protected] Timothy Schnelle Michigan Assessors Association (MAA) 8 8/25/2016 [email protected] Timothy Schnelle Muskegon County 8 9/29/2016 [email protected] * Scheduled date as self-reported on Form 4738 or 5203 at the time of request. The Commission cannot guarantee the accuracy of this information. Contact the sponsor listed to confirm dates. 9/9/2016 Page 14 of 31 Approved Instructor(s) Name of Organization # of Hours Approved Scheduled* Contact Information Effective Management Bob Brandmier Livingston County Equalization Dept. 6 Effective Time Use and Avoiding Problems! Residential Winfield Cooper [email protected] Great Lakes Chapter of the Appraisal Institute 4 Michigan Assessors Association (Annual Conference) 4 8/17/2016 [email protected] [email protected] EMPP/ESA Heather Frick & David Buick EMPP/ESA Lessons Learned & Tools to Navigate the 2017 Tax Year Heather Frick & Dave Buick Ottawa County 4 1/20/2017 Heather Frick & Dave Buick Macomb Assessors Organization 4 12/16/2016 sandy.birkenshaw@macomb Heather Frick & David Buick Lenawee County 4 11/17/2016 michael_woolford@monroem Heather Frick & Dave Buick Northwest Michigan Assessors Association 4 12/7/2016 [email protected] Laurie Spencer Presque Isle County 6 8/26/2016 [email protected] Laurie Spencer Presque Isle County Equalization Department 6 5/19/2016 [email protected] 7 9/23/2016 [email protected] 10/13/2016 [email protected] Equalization Process Evaluating Residential Construction (ERC) Seminar James Canestaro Wayne County Association of Assessing Officers (WC Fundamentals of Separating Real Property, Personal Property and Intangible Bu Mark Tillema Appraisal Institute - Ohio Chapter 14 Anthony Meyaard 4 GIS In An Assessing World Anthony Meyaard Hitting All the Bases "How to Critique an Appraisal" Loretta Chmura Northeast & Northwest Michigan Assessors Associatio 4 * Scheduled date as self-reported on Form 4738 or 5203 at the time of request. The Commission cannot guarantee the accuracy of this information. Contact the sponsor listed to confirm dates. 9/9/2016 Page 15 of 31 Approved Instructor(s) Name of Organization # of Hours Approved Scheduled* 10 8/29/2016 www.iaao.org 16 9/28/2015 [email protected] 16 9/28/2015 [email protected] Contact Information IAAO 2016 Annual Conference Breakout Sessions International Association of Assessing Officers (IAAO) IAAO Course 101 - Fundamentals of Real Property Appraisal Roger McCarty/Deborah Ring Michigan Association of Equalization Directors IAAO Course 102-Income Approach to Valuation Lisa Hobart Michigan Association of Equalization Directors IAAO Course 112 Income Approach to Valuation II Miles Anderson Assessor Education Society 16 IAAO Course 500 Assessment of Personal Property Lisa A. Hobart International Association of Assessing Officers (IAAO) [email protected] 16 IAAO Course 500-Assessment of Personal Property Jewette Farley IAAO 16 IAAO Course 551 Valuation of Machinery & Equipment Lisa A. Hobart International Association of Assessing Officers (IAAO) [email protected] 14 IAAO Course 552-Basic Personal Property Auditing Lisa Hobart 14 11/16/2015 IAAO Course 553 Personal Property Auditing - Advanced Lisa A. Hobart International Association of Assessing Officers (IAAO) [email protected] 14 IAAO One Day Forum 917 - How to Critique an Appraisal Miles Anderson Great Lakes Assessors & Directors Association 8 9/29/2016 skennedy@chippewacounty 6 8/31/2016 www.iaao.org IAAO USPAP for Mass Appraisal 7-Hour Update Pat Alesandrini International Association of Assessing Officers (IAAO) * Scheduled date as self-reported on Form 4738 or 5203 at the time of request. The Commission cannot guarantee the accuracy of this information. Contact the sponsor listed to confirm dates. 9/9/2016 Page 16 of 31 Approved Instructor(s) Name of Organization # of Hours Approved Scheduled* Contact Information IAAO Workshop 171-Standards of Professional Practice and Ethics Pete Rodda North Carolina Assessor's Association [email protected] 6 IAAO Workshop 976-Public Relations and Customer Service Kellianne Nagy North Carolina Assessor's Association 6 Identifying Comparable Properties & Quantifying Adjustments Tom Gilbert Northern Michigan University 6 Appraisal Institute (Online) 4 Michigan Assessor's Association 16 Introduction to Green Buildings Alan F. Simmons aiservice@appraisalinstitute. Introduction to Income Approach Matt Dingman & Lori Taylor Introduction to Macomb County GIS Flexviewer Dan Durkee & Jeff Schroeder Macomb Assessors Organization 4 Journey from Study to Signed Assessment Roll Barbara Moss, Clinton County 6 12/1/2015 Deborah Ring Northeast Michigan Assessors Association 6 10/21/2016 Deborah Ring Michigan Assessors Association (MAA) 16 5/24/2016 McKissock 4 Wayne County Association of Assessing Officers 4 Deborah Ring Journey to a Signed Assessment Roll [email protected] [email protected] Land and Site Valuation Diana Jacob www.mckissock.com Land Descriptions & Divisions Dick Steffens * Scheduled date as self-reported on Form 4738 or 5203 at the time of request. The Commission cannot guarantee the accuracy of this information. Contact the sponsor listed to confirm dates. 9/9/2016 Page 17 of 31 Approved Instructor(s) Name of Organization # of Hours Approved Scheduled* 4 9/28/2016 Contact Information Land Division Review Training/Planning & Zoning Primer (3 Day Online) Brad Neumann & Kurt Schindler MSU Extension [email protected] Land Division Review Training/Planning and Zoning Primer Brad Neumann & Kurt Schindler [email protected] Michigan State University Extension 4 Michigan Assessors Association (MAA) 16 10/5/2016 [email protected] Land Value Modeling David Kirwin Land Value Modeling in a Digital Environment David Kirwin Michigan Assessors Association 16 10/5/2016 [email protected] David Kirwin Upper Peninsula Assessors Association 16 9/16/2015 [email protected] Michigan Association of Equalization Directors 6 7/13/2015 doreendewald@ioscocounty. Leadership in Today's World Robert Scripture Leadership In Today's World for Assessors Phil Bertolini St. Clair County Assessors Association 6 11/3/2015 [email protected] Phil Bertolini St. Clair County Assessors Association 6 6/18/2015 [email protected] 9/9/2016 [email protected] Litigation Appraising: Specialized Topics and Applications various Appraisal Institute 8 Litigation Assignments for Residential Appraisers: Doing Expert Work with Atyp Paul K. Bidwell Great Lakes Chapter of the Appraisal Institute 4 MiCamp Communities GIS Conference: Assessing in GIS Tracking Only Kirwin/Anger/Fleming/Towne/Dillworth MiCamp 4 Michigan One Day Tax Seminar June Haas Institute for Professionals in Taxation 4/29/2016 [email protected] * Scheduled date as self-reported on Form 4738 or 5203 at the time of request. The Commission cannot guarantee the accuracy of this information. Contact the sponsor listed to confirm dates. 9/9/2016 Page 18 of 31 Approved Instructor(s) Name of Organization # of Hours Approved Scheduled* Contact Information Michigan Tax Tribunal Derk Beckerleg, Attorney Michigan Assessor's Association 16 Michigan Townships Association (MTA) 4 1/19/2016 shelley@michigantownships. Steven Lasher & Samantha Snow Michigan Assessors Association 8 8/24/2016 [email protected] Steven Lasher & Samantha Snow Michigan Assessors Association 8 10/7/2016 [email protected] Michigan Assessors Association (MAA) 16 10/3/2016 [email protected] MTA 2016 Assessors Renewal David Heinowski MTT Small Claims Appeal New, Loss, Losses & Additions Matthew Raftary Oakland County - ECF, Land Tables and Sales Wendy Conklin or Andrea O'Rourke Oakland County Information Technology 6 Oakland County Information Technology 4 Oakland County - Getting Started Wendy Conklin or Andrea O'Rourke Oakland County - Report Writer - Beginner Wendy Conklin or Andrea O'Rourke Oakland County Information Technology 6 Oakland County - Reports & Queries - Advanced Wendy Conklin or Andrea O'Rourke Oakland County Information Technology 6 Mid-Michigan Association of Assessing Officers (MMA 4 Institute for Professionals In Taxation 16 Personal Property Lisa Hobart 10/20/2015 [email protected] Personal Property Tax School various * Scheduled date as self-reported on Form 4738 or 5203 at the time of request. The Commission cannot guarantee the accuracy of this information. Contact the sponsor listed to confirm dates. 9/9/2016 Page 19 of 31 Approved Instructor(s) # of Hours Approved Scheduled* Macomb Assessors Organization 4 11/23/2015 sandy.birkenshaw@macomb Clinton County Assessors Association (CCAA) 4 11/13/2015 [email protected] Name of Organization Contact Information Personal Property Update Lisa Hobart Personal Property Update for 2016 Lisa Hobart Personal Property Update for 2016 Assessments Lisa Hobart Ottawa County Equalization Department 4 11/12/2015 [email protected] Lisa Hobart Wayne Co. Assoc. of Assg. Officers (WCAAO) 4 10/12/2015 [email protected] Lisa Hobart Jackson & Hillsdale Counties 4 1/28/2016 [email protected] Heather Frick & Chris Mida Oakland County Association of Assessing Officers 8 11/12/2015 [email protected] Heather Frick & Chris Mida State Tax Commission 8 Heather Frick & Chris Mida Michigan Assessors Association 16 5/24/2016 Clinton County Assessors Association (CCAA) 6 2/2/2016 Macomb Assessors Organization 4 12/16/2016 Ottawa County 8 6/23/2016 PRE & Transfer of Ownership [email protected] Pre Board of Review Symposium Barbara Moss [email protected] PRE Continuing Education Course Chris Mida sandy.birkenshaw@macomb PRE/Transfer of Ownership Heather Frick & Chris Mida [email protected] * Scheduled date as self-reported on Form 4738 or 5203 at the time of request. The Commission cannot guarantee the accuracy of this information. Contact the sponsor listed to confirm dates. 9/9/2016 Page 20 of 31 Approved Instructor(s) Name of Organization # of Hours Approved Scheduled* Contact Information Preparation for a Michigan Tax Tribunal Small Claims Appeal Stephen H. Lasher Northwest Michigan Assessors Association 6 8/7/2015 [email protected] Steven Lasher Mecosta County Assessors Association 6 8/28/2015 [email protected] Steven Lasher Macomb Assessors Organization 6 2/6/2015 sandy.birkenshaw@macomb Steven H. Lasher Michigan Assessor Association (MAA Conference) 4 8/3/2015 Steven Lasher Jackson County Equalization 6 6/19/2015 [email protected] Steve Lasher St. Clair County Assessor's Association 6 4/22/2016 [email protected] Stephen Lasher Muskegon County Equalization Dept. 6 9/18/2015 [email protected] Steven H. Lasher Tri-County Assessors Association (TCAA) 6 7/31/2015 [email protected] Steven Lasher Mid Michigan Association of Assessing Officers 6 5/8/2015 [email protected]. Michigan Assessors Association (MAA) 16 10/3/2016 [email protected] 4/16/2015 [email protected] Preparing for Assessor Certification Roger McCarty & Debby Ring Preparing Valuation Disclosure for MTT-Condensed Sharon Frischman Tri County Assessor's Association 6 Principal Residence & Qualified Ag Exemptions Shila Kiander Mecosta County Equalization Department 4 Principal Residence Exemption Chido Nedziwe & Brett Wallace 4 [email protected] Chris Mida Michigan Department of Treasury 4 Chris Mida Lenawee County 4 11/17/2016 michael_woolford@monroem Northwest Michigan Assessors Association 8 7/28/2016 [email protected] Principle Residential Exemption (PRE) Heather Frick * Scheduled date as self-reported on Form 4738 or 5203 at the time of request. The Commission cannot guarantee the accuracy of this information. Contact the sponsor listed to confirm dates. 9/9/2016 Page 21 of 31 Approved Instructor(s) Name of Organization # of Hours Approved Scheduled* Contact Information Professionalism & Customer Service for Government Personnel Dr. Joseph E. Thomas Jr. JET Consulting Inc. 6 Heather Burris & Heather Cole State Tax Commission 8 Heather Burris & Heather Cole Michigan Assessor Association (MAA) 8 Property Tax Exemptions 6/29/2015 [email protected] Reading and Understanding Leases (IAAO Forum #931) Debby Ring & Roger McCarty Mid Michigan Association of Assessing Officers 8 Real Estate Finance Statistics and Valuation Modeling Kenneth Lusht 5/14/2015 Appraisal Institute 8 Dan Dzierbicki Detroit Chapter American Society of Appraisers (ASA) 8 [email protected] Micheal Lohmeier Detroit Chapter American Society of Appraisers (ASA) 8 [email protected] Ronald Prat & Micheal Lohmeier American Society of Appraisers Detroit Chapter/041 8 Residential Appraisal Review Residential Appraisal Review & USPAP Compliance Micheal Lohmeier Great Lakes Chapter of the Appraisal Institute 7 6/10/2016 [email protected] Residential Appraisal Review & USPAP Compliance (Online) McKissock, LLC 4 [email protected] McKissock, LLC 4 [email protected] Residential Appraisal Review ON-LINE Alan Simmons Residential Reporting - Hitting All of the Bases Ronald Prat & Micheal Lohmeier American Society of Appraisers Detroit Chapter/041 8 * Scheduled date as self-reported on Form 4738 or 5203 at the time of request. The Commission cannot guarantee the accuracy of this information. Contact the sponsor listed to confirm dates. 9/9/2016 Page 22 of 31 Approved Instructor(s) Name of Organization # of Hours Approved Scheduled* Contact Information Residential Reporting - Hitting All The Bases Micheal Lohmeier Detroit Chapter American Society of Appraisers (ASA) [email protected] 8 Restructuring Income/Expense Statements (IAAO Forum #932) Debby Ring & Roger McCarty Kent County Association of Assessing Officers 8 Debby Ring & Roger McCarty Michigan Assessors Association 8 Appraisal Institute 16 [email protected] Appraisal Institute 16 [email protected] McKissock 6 www.mckissock.com maamediaservices@comcas 8/4/2015 [email protected] Review Theory - General Stephen S. Wagner Review Theory-Residential Craig Harrington Reviewer's Checklist Diana Jacob Solving the Mysteries of New, Loss, Additions and Losses Matt Raftary Wayne County Association of Assessing Officers (WC 6 Matt Raftary & Paula Grivins-Jastifer Michigan Assessor's Association 16 5/24/2016 [email protected] Joseph Turner Michigan Property Consultants, LLC 6 9/20/2016 jturner@michiganpropertytax. Joseph Turner Michigan Property Consultants, LLC 6 7/26/2016 jturner@michiganpropertytax. 6 6/16/2016 sandy.birkenshaw@macomb 16 8/22/2016 [email protected] Special Assessment Administration Special Assessment Districts in Michigan Dean Babb Macomb Assessors Organization STC MAAO Basic Income Self-Paced Course Peter Arbour Michigan Assessors Association * Scheduled date as self-reported on Form 4738 or 5203 at the time of request. The Commission cannot guarantee the accuracy of this information. Contact the sponsor listed to confirm dates. 9/9/2016 Page 23 of 31 Approved Instructor(s) Name of Organization # of Hours Approved Scheduled* Contact Information STC MAAO Commercial & Industrial Real Property Valuation Self-Paced Course Anthony Meyaard & Kristen Sieloff 16 10/3/2016 [email protected] 16 10/3/2016 [email protected] 16 8/22/2016 [email protected] 16 8/22/2016 [email protected] 16 10/3/2016 [email protected] 16 8/22/2016 [email protected] 16 8/22/2016 [email protected] Michigan Assessors Association 6 8/24/2016 [email protected] BS&A Software 6 Michigan Assessors Association STC MAAO Equalization & Data Collection Self-Paced Course Laurie Spencer & Edward VanderVries Michigan Assessors Association STC MAAO Introduction to Appraisal Statistics Self-Paced Course Anthony Meyaard Michigan Assessors Association STC MAAO Land Value Determinations & ECF Self-Paced Course Edward VanderVries Michigan Assessors Association STC MAAO Principles of Appraising Self-Paced Course Richard Steffens Michigan Assessors Association STC MAAO Property Tax Administration Self-Paced Course Jamie Houserman & Robert Brandmier Michigan Assessors Association STC Michigan Certified Assessing Technician (MCAT) Shila Kiander & Donna VanderVries Michigan Assessors Association Tax Descriptions & The Land Division Act of 1996 Richard Steffens Tax NET Report Designer Benjamin Stegenga [email protected] * Scheduled date as self-reported on Form 4738 or 5203 at the time of request. The Commission cannot guarantee the accuracy of this information. Contact the sponsor listed to confirm dates. 9/9/2016 Page 24 of 31 Approved Instructor(s) Name of Organization # of Hours Approved Scheduled* Contact Information Tax Pervasive Brad Russman BS&A Software 6 [email protected] Barbara Bryan BS&A Software 6 [email protected] Barbara Bryan BS&A Software 6 [email protected] BS&A Software 6 David Kirwin BS&A Software 6 [email protected] Kelly Garner BS&A Software 6 [email protected] Dan Kirwin BS&A Software 6 [email protected] David Kirwin BS&A Software 6 [email protected] Brad Russman BS&A Software 6 [email protected] Kelly Garner BS&A Software 6 [email protected] Dan Kirwin BS&A Software 6 [email protected] Barbara Bryan BS&A Software 6 [email protected] Tax.NET Delinquent Personal Property * Scheduled date as self-reported on Form 4738 or 5203 at the time of request. The Commission cannot guarantee the accuracy of this information. Contact the sponsor listed to confirm dates. 9/9/2016 Page 25 of 31 Approved Instructor(s) Name of Organization # of Hours Approved Scheduled* Contact Information Tax.NET Level 1 David Kirwin BS&A Software 6 [email protected] Kelly Garner BS&A Software 6 [email protected] Barbara Bryan BS&A Software 6 [email protected] Brittany Rademacher BS&A Software 6 [email protected] Brad Russman BS&A Software 6 brussman@bsasoftware Deena Haley BS&A Software 6 [email protected] Dan Kirwin BS&A Software 6 [email protected] Barbara Bryan BS&A Software 6 [email protected] David Kirwin BS&A Software 6 [email protected] Deena Haley BS&A Software 6 [email protected] Barbara Bryan BS&A Software 6 [email protected] Brad Russman BS&A Software 6 [email protected] Barbara Bryan BS&A Software 6 [email protected] Kelly Garner BS&A Software 6 [email protected] Brittany Rademacher BS&A Software 6 [email protected] David Kirwin BS&A Software 6 [email protected] Kelly Garner BS&A Software 6 [email protected] Dan Kirwin BS&A Software 6 [email protected] Tax.NET Level 2 Tax.NET Report Designer * Scheduled date as self-reported on Form 4738 or 5203 at the time of request. The Commission cannot guarantee the accuracy of this information. Contact the sponsor listed to confirm dates. 9/9/2016 Page 26 of 31 Approved Instructor(s) Name of Organization # of Hours Approved Scheduled* Contact Information Tax.Net Special Assessment Barbara Bryan BS&A Software 6 [email protected] Brad Russman BS&A Software 6 [email protected] Barbara Bryan BS&A Software 6 [email protected] Dan Kirwin BS&A Software 6 [email protected] Kelly Garner BS&A Software 6 [email protected] David Kirwin BS&A Software 6 [email protected] David Kirwin BS&A Software 6 [email protected] Kelly Garner BS&A Software 6 [email protected] Barbara Bryan BS&A Software 6 [email protected] Brad Russman BS&A Software 6 [email protected] Barbara Bryan BS&A Software 6 [email protected] Tax.NET Special Assessments Tax.NET Tips & Tricks Tax.Net Tips and Tricks TGA: Fundamentals of Assessment & Taxation Barbara Van Gelderen Michigan Townships Association 4 6/7/2016 shelley@michigangownships. Barbara VanGelderen Michigan Townships Association 4 1/27/2015 shelley@michigantownships. McKissock, LLC 4 The Cost Approach (online) Dan Bradley [email protected] Thinking Outside The Big Box Jack VanCoevering,Crystal Morgan, Laureen B Michigan Assessors Association 4 * Scheduled date as self-reported on Form 4738 or 5203 at the time of request. The Commission cannot guarantee the accuracy of this information. Contact the sponsor listed to confirm dates. 9/9/2016 Page 27 of 31 Approved Instructor(s) Name of Organization # of Hours Approved Scheduled* Contact Information Threat Assessment Mike Wierenga & Terry Bykerk Michigan Assessors Association 8 10/4/2016 [email protected] Mike Wierenga/Tery Bykerk Michigan Assessors Association (MAA) 8 8/27/2015 [email protected] Tips on How to Effectively Navigate Assessment Questions Tim Schnelle State Tax Commission 8 Amy DeHaan Northeast Michigan Assessors Association 6 9/16/2016 [email protected] Amy DeHaan Michigan Assessors Association 4 8/15/2016 [email protected] Amy DeHaan Macomb Assessors Association 6 10/28/2016 Heather Frick Calhoun County Equalization Department 8 8/13/2015 [email protected] Heather Frick Genesee County Equalization 4 2/16/2017 [email protected] Heather Frick Northwest Michigan Assessors Association 8 7/28/2016 [email protected] Susan V. Hansman Susan V. Hansman 6 9/10/2015 [email protected] Heather Frick Oakland County Association of Assessing Officers (O 4 Heather Frick State Tax Commission 8 To Divide or Not to Divide [email protected] Transfer of Ownership Understanding and Using Comparable Transactions [email protected] Donna VanderVries Detroit Chapter American Society of Appraisers (ASA) 6 Donna VanderVries/Ron Prat Michigan Assessors Association (MAA) 6 Daniel Dzierbicki Detroit Chapter American Society of Appraisers (ASA) 6 [email protected] Norman Thomas Detroit Chapter American Society of Appraisers (ASA) 6 nthomas@rsthbc-appraisers. 8/4/2015 [email protected]. * Scheduled date as self-reported on Form 4738 or 5203 at the time of request. The Commission cannot guarantee the accuracy of this information. Contact the sponsor listed to confirm dates. 9/9/2016 Page 28 of 31 Approved Instructor(s) Name of Organization # of Hours Approved Scheduled* Contact Information Understanding Legal Descriptions Dick Steffens Washtenaw County 6 Dick Steffens Jackson County Assessor Association 6 Dick Steffens Monroe County Assessors Association Organization ( 6 7/16/2015 [email protected] 4 12/2/2015 [email protected] 4 12/3/2015 [email protected] 4 2/16/2017 [email protected] Great Lakes Chapter of the Appraisal Institute 8 5/6/2015 Micheal Lohmeier Detroit Chapter American Society of Appraisers (ASA) 8 Micheal Lohmeier Michigan Assessors Association 8 Detroit Chapter American Society of Appraisers (ASA) 8 Understanding Small Taxpayer & EMPP Exemptions and ESA Procedures (Harri Tim Schnelle & Dave Buick Upper Peninsula Assessors Association Understanding Small Taxpayer & EMPP Exemptions and ESA Procedures (St. Ig Tim Schnelle & Dave Buick Upper Peninsula Assessors Association Understanding the EMPP Exemption & ESA Procedures Heather Frick & Dave Buick Genesee County Equalization Uniform Appraisal Standards for Federal Land Acquisitions Bruce Closser [email protected] Using HP 12c [email protected] 5/24/2016 [email protected] Using HP 12c Calculator Dan Dzierbicki [email protected] Using the HP 12c Calculator:The Basics Ronald Prat & Micheal Lohmeier American Society of Appraisers Detroit Chapter/041 8 Online McKissock 4 www.mckissock.com Online Appraisal Institute 4 www.appraisalintitute.org USPAP Update (Online) * Scheduled date as self-reported on Form 4738 or 5203 at the time of request. The Commission cannot guarantee the accuracy of this information. Contact the sponsor listed to confirm dates. 9/9/2016 Page 29 of 31 Approved Instructor(s) Name of Organization # of Hours Approved Scheduled* 7 8/16/2016 [email protected] 6 9/20/2016 [email protected] Contact Information USPAP Update Course for Mass Appraisal Micheal Lohmeier Michigan Assessors Association Valuation by Comparison: Residential Analysis & Logic Rachel Massey Great Lakes Chapter of the Appraisal Institute Valuation Issues and Michigan Net Leased Properties David Rice Mid-Michigan Association of Assessing Officers 6 5/18/2016 [email protected] David Rice David Rice 6 7/10/2015 [email protected] David Rice David Rice 6 5/1/2015 [email protected] David Rice & Donald Wieme Great Lakes Chapter of the Appraisal Institute 6 12/3/2015 David Rice Michigan Assessors Association 6 8/4/2015 David Rice Tri-County Assessors Association (TCAA) 6 6/25/2015 [email protected] David Rice & Donald Wieme Great Lakes Chapter of the Appraisal Institute 6 5/13/2015 [email protected] David Rice Upper Peninsula Assessors Association 6 9/16/2015 [email protected] 6 11/12/2015 4 6/23/2015 [email protected] [email protected] [email protected] Valuation Issues and Net Leased Properties David Rice South East Chapter Michigan Assessors Association ( sandy.birkenshaw@macomb Valuation Issues Involving Gas Stations Matt Dingman, Alan Barnas, Charles Burns, Ja Detroit Chapter American Society of Appraisers (ASA) Valuing Lakefront Properties Laurie Spencer Berrien Co. Assessors Association 6 8/27/2015 [email protected] Laurie Spencer Otsego County 6 8/26/2016 [email protected] * Scheduled date as self-reported on Form 4738 or 5203 at the time of request. The Commission cannot guarantee the accuracy of this information. Contact the sponsor listed to confirm dates. 9/9/2016 Page 30 of 31 Approved Instructor(s) Name of Organization # of Hours Approved Scheduled* Contact Information Valuing Lakefront Property Laurie Spencer Upper Peninsula Assessors Association 8 Laurie Spencer Cheboygan County 6 Laurie Spencer Cheboygan County 6 8/8/2015 [email protected] West Michigan Commercial Property Review David Rice Kalamazoo County Equalization Dept. 4 Tina Fuller Great Lakes Assessors & Directors 8 Tina Fuller Tina Fuller, City of Sault Ste. Marie Assessor 8 Great Lakes Assessors & Directors (GLAD) 8 9/23/2016 4 8/5/2015 10/16/2015 [email protected] 7/15/2015 doreendewald@ioscocounty. Who's Afraid of .Net 9/16/2016 skennedy@chippewacounty [email protected] Who's Still Afraid of .Net Tina Fuller [email protected] WHY - The question to be asked before "how" Karolynn Pargo Michigan Assessor Association (MAA Conference) [email protected] Write, Write, You Bloody Well Write, You Have to Bloody Write to Say Carl Foster Seaver WCA Assessing 4 Carl Foster Seaver Michigan Assessors Association 4 Carl Foster Seaver Michigan Association of Equalization Directors 4 * Scheduled date as self-reported on Form 4738 or 5203 at the time of request. The Commission cannot guarantee the accuracy of this information. Contact the sponsor listed to confirm dates. 9/9/2016 Page 31 of 31