North Carolina School of Assessment and Property Taxation

Reserve the week of October 5-9, 2020 to join your colleagues for a unique property tax education experience.The UNC School of Government will host a menu of sessions (or choices) for assessors, collectors, and appraisers. All sessions will be held via Zoom. See below for a list of session dates and descriptions:

 

 

IAAO 332: Modeling Concepts | October 5 – 8, 2020 | $575 | David Cornell, MAI, CAE

This course introduces and explains the fundamentals of mass appraisal model building. This course includes a large number of demonstrations and labs using Excel, which is capable of producing basic models for a limited number of variables. This course serves as a foundation and bridge to IAAO’s two follow-up model building courses: 333 (residential modeling) and 334 (commercial modeling). Student reference manuals will be mailed to participants of this course. The class will run from 8:00 am – 5:00 pm on Monday – Thursday, and the exam will be held during a three-day block of open time the following week. Exceptions can be made if a request is submitted by the student to the IAAO staff. Access to a web-camera and a microphone is REQUIRED for this course.

Recommended prerequisites: Course 300 and a solid working knowledge of Excel

AQB approved: 33.50 QE, 33.50 CE with Exam / 30 hours CE no exam

NCDOR CE hours: 30.00

NCAB CE hours pending approval

 

IAAO 402: Tax Policy | October 5 – 8, 2020 | $575 | Robert T. Lee, Esq, AAS

This course offers strategies for assisting in the effective formulation and implementation of tax policies and provides the context in which property tax policy is established. During this course, students will use analytical tools, including sound theory to guide decision-making and creating workable solutions, to explain the effects of proposed property tax changes. This course is designed for assessment administrators and students of taxation, as well as professional policy advisors who guide and make decision in the area of tax policy on a regular basis. Student reference manuals will be mailed to participants of this course. The class will run from 8:00 am – 5:00 pm on Monday – Thursday, and the exam will be held during a three-day block of open time the following week. Exceptions can be made if a request is submitted by the student to the IAAO staff. Access to a web-camera and a microphone is REQUIRED for this course.

Continuing education: 30 hours CE

NCDOR CE hours: 30.00

NCAB CE hours pending approval

 

NCDOR Personal Property Appraisal & Assessment | October 6 – 9, 2020 | $350 | Tina Stone, PPS, AAS & Travis Isaacs

The main purpose of the course is to provide an overview of the listing, assessing, and processing of business personal property assets and how to value those items through administrative channels within the day-to-day environment and operation of the local county tax department. There is an online exam at the end of this course.

NCDOR CE hours: 30.00

 

NCDOR Present-Use Value Seminar | October 5 – 6, 2020 | $275 | Instructors TBD

The goal of this PUV Seminar will be to increase the knowledge base of the county appraisers including ownership requirements, size requirements, sound management, income requirements, annexation, disqualification and removal, as well as other relevant topics. There is an online exam at the end of this course.

NCDOR CE hours: 15.00

NCAB CE hours: 15

 

NCDOR Billboard Structures Valuation Guide Workshop | October 5, 2020 | $175 | Chelsie Cornelius, PPS

This one-day workshop has been created to familiarize the student with how to effectively value billboard structures using the NCDOR issued valuation guide. Students will engage in problem-solving with other team members as well as learning about the overall issues related to the valuation of billboards in North Carolina.

NCDOR CE hours: 7.00

 

Excelling for Assessors | October 7, 2020 | $175 | Dale Roenigk

This one-day workshop will cover a variety of tasks we perform in Excel with the aim of helping you be faster, more accurate, and more effective.  We’ll cover a variety of tools and techniques to help you get data into Excel faster, easier, and more accurately including data you enter yourself but importantly working to get data from other sources to help with your work.  We’ll learn how to use the Table features in Excel to help you get into using your data from downloaded sources. We’ll talk about building formulas and using functions in Excel to help you transform and analyze your data. We’ll look at Pivot Tables as another tool to help you summarize and analyze your data. And we’ll cover a bit on creating graphs to help you communicate your work in a simple visual manner.  The class presumes you have some experience and comfort already using Excel so you know are familiar with the screen but not a high level of expertise. Since the workshop will be online, users are strongly encouraged to have two screens to get the most out of this class.  That could be two monitors or it could be two devices.  Two screens will allow you to see the instructor’s screen demonstrations but also have Excel open on your computer so that you can directly try out the techniques as the class progresses. Don’t be average when you can Excel.

NCDOR CE hours: 8.00

 

Property Tax Collection Law Workshop | October 8, 2020 | $175 | Christopher McLaughlin

This one-day workshop will focus on the law of property tax collection in North Carolina. Specific topics will include attachment & garnishment, levy & sale, foreclosure, motor vehicles, and mobile homes.

NCDOR CE hours: 8.00

Local Government Federal Credit Union offers scholarships to local government employees to apply toward tuition for conferences, classes, and seminars offered by the School of Government. There are four deadlines to submit applications:

  • March 1 (for courses starting between April 1 and June 30)
  • June 1 (for courses starting between July 1 and September 30)
  • September 1 (for courses starting between October 1 and December 31)
  • December 1 (for courses starting between January 1 and March 31)
  • NCDOR Billboard Structures Valuation Guide Workshop, NC
    October 5
    UNC School of Government
    400 South Road
    NCDOR Billboard Structures Valuation Guide Workshop, NC 27514
    View Scholarship Information

    Local Government Federal Credit Union offers scholarships to local government employees to apply toward tuition for conferences, classes, and seminars offered by the School of Government. There are four deadlines to submit applications:

    • March 1 (for courses starting between April 1 and June 30)
    • June 1 (for courses starting between July 1 and September 30)
    • September 1 (for courses starting between October 1 and December 31)
    • December 1 (for courses starting between January 1 and March 31)
    View Cancellation Policy
    Course participants who cancel their registration on or before September 27, 2020 will receive a full refund. No refund will be made for cancellations on or after September 28, 2020, but you will receive a transferrable credit to be used within 12 months. Click here to view the School’s full cancellation and refund policy.
    View Additional Information

    This one-day workshop has been created to familiarize the student with how to effectively value billboard structures using the NCDOR issued valuation guide. Students will engage in problem solving with other team members as well as learning about the overall issues related to the valuation of billboards in North Carolina.

    $175.00
    If you are a returning customer, please note that we have a new course registration system that we hope will be easier for you to use. If you encounter any registration issues, please explore our list of frequently asked questions or contact us at registration@sog.unc.edu or 919.966.4414.
  • NCDOR Present-Use Value Seminar, NC
    October 5 - 6, 2020
    UNC School of Government
    400 South Road
    NCDOR Present-Use Value Seminar, NC 27514
    View Scholarship Information

    Local Government Federal Credit Union offers scholarships to local government employees to apply toward tuition for conferences, classes, and seminars offered by the School of Government. There are four deadlines to submit applications:

    • March 1 (for courses starting between April 1 and June 30)
    • June 1 (for courses starting between July 1 and September 30)
    • September 1 (for courses starting between October 1 and December 31)
    • December 1 (for courses starting between January 1 and March 31)
    View Cancellation Policy
    Course participants who cancel their registration on or before September 27, 2020 will receive a full refund. No refund will be made for cancellations on or after September 28, 2020, but you will receive a transferrable credit to be used within 12 months. Click here to view the School’s full cancellation and refund policy.
    View Additional Information

    The goal of this PUV Seminar will be to increase the knowledge base of the county appraisers including ownership requirements, size requirements, sound management, income requirements, annexation, disqualification and removal, as well as other relevant topics.

    $275.00
    If you are a returning customer, please note that we have a new course registration system that we hope will be easier for you to use. If you encounter any registration issues, please explore our list of frequently asked questions or contact us at registration@sog.unc.edu or 919.966.4414.
  • IAAO 332: Modeling Concepts, NC
    October 5 - 9, 2020
    UNC School of Government
    400 South Road
    IAAO 332: Modeling Concepts, NC 27514
    View Scholarship Information

    Local Government Federal Credit Union offers scholarships to local government employees to apply toward tuition for conferences, classes, and seminars offered by the School of Government. There are four deadlines to submit applications:

    • March 1 (for courses starting between April 1 and June 30)
    • June 1 (for courses starting between July 1 and September 30)
    • September 1 (for courses starting between October 1 and December 31)
    • December 1 (for courses starting between January 1 and March 31)
    View Cancellation Policy
    Course participants who cancel their registration on or before September 27, 2020 will receive a full refund. No refund will be made for cancellations on or after September 28, 2020, but you will receive a transferrable credit to be used within 12 months. Click here to view the School’s full cancellation and refund policy.
    View Additional Information

    This course introduces and explains the fundamentals of mass appraisal model building. This course includes a large number of demonstrations and labs using Excel, which is capable of producing basic models for a limited number of variables. This course serves as a foundation and bridge to IAAO’s two follow-up model building courses: 333 (residential modeling) and 334 (commercial modeling).

    Recommended prerequisites: Course 300 and a solid working knowledge of Excel
    Recommended textbook: Fundamentals of Mass Appraisal (FMA)
    AQB approved: 33.50 QE, 33.50 CE with Exam / 30 hours CE no exam

    $575.00
    If you are a returning customer, please note that we have a new course registration system that we hope will be easier for you to use. If you encounter any registration issues, please explore our list of frequently asked questions or contact us at registration@sog.unc.edu or 919.966.4414.
  • IAAO 402: Tax Policy, NC
    October 5 - 9, 2020
    UNC School of Government
    400 South Road
    IAAO 402: Tax Policy, NC 27514
    View Scholarship Information

    Local Government Federal Credit Union offers scholarships to local government employees to apply toward tuition for conferences, classes, and seminars offered by the School of Government. There are four deadlines to submit applications:

    • March 1 (for courses starting between April 1 and June 30)
    • June 1 (for courses starting between July 1 and September 30)
    • September 1 (for courses starting between October 1 and December 31)
    • December 1 (for courses starting between January 1 and March 31)
    View Cancellation Policy
    Course participants who cancel their registration on or before September 27, 2020 will receive a full refund. No refund will be made for cancellations on or after September 28, 2020, but you will receive a transferrable credit to be used within 12 months. Click here to view the School’s full cancellation and refund policy.
    View Additional Information

    This course offers strategies for assisting in the effective formulation and implementation of tax policies and provides the context in which property tax policy is established. During this course, students will use analytical tools, including sound theory to guide decision-making and creating workable solutions, to explain the effects of proposed property tax changes. This course is designed for assessment administrators and students of taxation, as well as professional policy advisors who guide and make decision in the area of tax policy on a regular basis.

    Recommended textbook: Fundamentals of Tax Policy 
    Continuing education: 30 hours CE

    $575.00
    If you are a returning customer, please note that we have a new course registration system that we hope will be easier for you to use. If you encounter any registration issues, please explore our list of frequently asked questions or contact us at registration@sog.unc.edu or 919.966.4414.
  • NCDOR Personal Property Appraisal & Assessment Course, NC
    October 6 - 9, 2020
    UNC School of Government
    400 South Road
    NCDOR Personal Property Appraisal & Assessment Course, NC 27514
    View Scholarship Information

    Local Government Federal Credit Union offers scholarships to local government employees to apply toward tuition for conferences, classes, and seminars offered by the School of Government. There are four deadlines to submit applications:

    • March 1 (for courses starting between April 1 and June 30)
    • June 1 (for courses starting between July 1 and September 30)
    • September 1 (for courses starting between October 1 and December 31)
    • December 1 (for courses starting between January 1 and March 31)
    View Cancellation Policy
    Course participants who cancel their registration on or before September 28, 2020 will receive a full refund. No refund will be made for cancellations on or after September 29, 2020, but you will receive a transferrable credit to be used within 12 months. Click here to view the School’s full cancellation and refund policy.
    View Additional Information

    The main purpose of the course is to provide an overview of the listing, assessing, and processing of business personal property assets and how to value those items through administrative channels within the day-to-day environment and operation of the local county tax department.

    $350.00
    If you are a returning customer, please note that we have a new course registration system that we hope will be easier for you to use. If you encounter any registration issues, please explore our list of frequently asked questions or contact us at registration@sog.unc.edu or 919.966.4414.
  • Excelling for Assessors, NC
    October 7
    UNC School of Government
    400 South Road
    Excelling for Assessors, NC 27514
    View Scholarship Information

    Local Government Federal Credit Union offers scholarships to local government employees to apply toward tuition for conferences, classes, and seminars offered by the School of Government. There are four deadlines to submit applications:

    • March 1 (for courses starting between April 1 and June 30)
    • June 1 (for courses starting between July 1 and September 30)
    • September 1 (for courses starting between October 1 and December 31)
    • December 1 (for courses starting between January 1 and March 31)
    View Cancellation Policy
    Course participants who cancel their registration on or before September 29, 2020 will receive a full refund. No refund will be made for cancellations on or after September 30, 2020, but you will receive a transferrable credit to be used within 12 months. Click here to view the School’s full cancellation and refund policy.
    $175.00
    If you are a returning customer, please note that we have a new course registration system that we hope will be easier for you to use. If you encounter any registration issues, please explore our list of frequently asked questions or contact us at registration@sog.unc.edu or 919.966.4414.
  • Property Tax Collection Law Workshop, NC
    October 8
    UNC School of Government
    400 South Road
    Property Tax Collection Law Workshop, NC 27514
    View Scholarship Information

    Local Government Federal Credit Union offers scholarships to local government employees to apply toward tuition for conferences, classes, and seminars offered by the School of Government. There are four deadlines to submit applications:

    • March 1 (for courses starting between April 1 and June 30)
    • June 1 (for courses starting between July 1 and September 30)
    • September 1 (for courses starting between October 1 and December 31)
    • December 1 (for courses starting between January 1 and March 31)
    View Cancellation Policy
    Course participants who cancel their registration on or before September 30, 2020 will receive a full refund. No refund will be made for cancellations on or after October 01, 2020, but you will receive a transferrable credit to be used within 12 months. Click here to view the School’s full cancellation and refund policy.
    $175.00
    If you are a returning customer, please note that we have a new course registration system that we hope will be easier for you to use. If you encounter any registration issues, please explore our list of frequently asked questions or contact us at registration@sog.unc.edu or 919.966.4414.
There are no materials avaliable for this course at this time.
For all registration questions, resetting passwords, or login issues please contact:

Dale Zuckert

Assistant Registrar, Registration and Client Services Group
919.966.4414
For questions regarding course details, including location, schedule, materials, and continuing education credits, please contact:

Rachel Mintel

Program Associate, Local and State Government Group
919.962.6841
Teaching Assistant Professor in Public Finance and Government