2023 FCIAAO COY Submission

2023 IAAO OUTSTANDING CHAPTER/AFFILIATE AWARD SUBMISSION The Florida Chapter of the International Association of Assessing Officers (FCIAAO) respectfully presents our submission for the International Association of Assessing Officers (IAAO) 2023 Outstanding Chapter/Affiliate Award. The FCIAAO diligently pursues the goal of being one of the best chapters in the world. The information contained herein illustrates our commitment to that goal while highlighting our focus on professional development, extensive use of technology, and promotion of IAAO’s vision.

Thank you for your consideration, The FCIAAO Executive Board

Chris Mitts, PPS, CFE, incoming FCIAAO President, presents the 2023 IAAO Outstanding Chapter/Affiliate Award Submission.

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TABLE OF CONTENTS

Education, Conferences, Seminars

Leadership

Achievements

Information

Leadership

Education, Conferences, Seminars

2022 Annual Tangible Personal Property Seminar 2023 Annual Conference

21 24 25 26 33

About Us FCIAAO Executive Board FCIAAO Committees FCIAAO Professional Designation Committee IAAO Leadership & Committee Members

3 4 5 8 9

2023 Pre-Conference Education 2023 Annual Conference Sessions 2023 FCIAAO Awards

Information

Achievements

FCIAAO Website FCIAAO Membership Benefits FCIAAO Social Media FCIAAO Newsletters FCIAAO Governing Documents Board Meetings & Minutes

36 40 41 43 45 46

IAAO Awards Certificate of Excellence in Assessment Administration

11 17 18 19 20

IAAO Conference Participation IAAO Professional Designees Tony Hodge Educational Award

VISION FCIAAO will be the preeminent organization for professional education, property appraisal, and Florida Tax Policy. MISSION FCIAAO is a statewide community of mass Florida Chapter of the International Association of Assessing Officers

appraisal experts, who offer education and professional development opportunities in ad valorem appraisal, administration, and tax policy. Dedication and commitment of excellence to those we serve. A trusted resource, acting with honesty, integrity, and transparency. Empowerment to develop individuals to his/her greatest potential. Respect for the worth and dignity of all individuals. Promotion of inclusiveness, fairness and diversity. Engaging leadership, with strong communication and a willingness to adapt. Practice of responsible stewardship of resources.

About Us The Florida Chapter of the International Association of Assessing Officers serves as an educational and networking resource for public property appraisers and their staff throughout the state of Florida. The Chapter holds one annual conference in April with 4 educational tracks focusing on Administration, Real Property, Exemptions and IT/GIS, along with our general session. Additionally, the chapter sponsors a Tangible Personal Property seminar annually in December/January. We host educational seminars and webinars throughout the year. Continuing Education Credits are available for IAAO, ASA and DOR recertification needs. Information about specific conferences, seminars, or webinars can be found under Events on the FCIAAO website.

VALUES

Executive Board 2022-2023 FCIAAO

President

Dee Dee Harnish, RES, AAS

Monroe County

The FCIAAO serves as an educational and networking resource for public property appraisers and their staff throughout the state of Florida. Our mission is to offer relevant educational opportunities in ad valorem appraisal and administration, and to promote professional development of our members. The FCIAAO Executive Board is proud to have 6 of our members with IAAO designations.

Christopher Mitts PPS, CFE

Kevin Hayes MAI, CAE, RES, CFE

Renee Large AAS, EA, CFE

Wynta Loughrey RES, CFE Secretary Sarasota County

Kenny Pennington CFE, CBC Immediate Past President Osceola County

Vice President St Lucie County

2nd Vice President Pinellas County

Treasurer Clay County

Kathy Rhodes CFE

Gina Fletcher AAS, CFE, CSM, CPM

Opal Hudson CFE, CSM, CPM Director Hillsborough County

Nikki Pontello MPP, CFE Director St. Johns County

Membership Director Palm Beach County

Director Leon County

Administrative Steering Committee

FCIAAO Steering Committees

Chairperson

Gwen Jones, AAS, CFE Faith Dangerfield, AAS, CFE Stacy Haynes, SPHR, SHRM-SCP Hon. Cregg Dalton, CFA Katherine Hazellief

Pinellas County Charlotte County Palm Beach County Citrus County St. Lucie County

The FCIAAO Executive Board understands that the strength and diversity of our Chapter lies with the volunteers, committees, and interaction among our members. Through the Executive Board, these committees are charged with the responsibility of reviewing the needs of the FCIAAO members and developing the timeliest, most relevant educational content for the conferences, seminars and quarterly newsletters.

The purpose of this committee is to support the mission and commitments of the IAAO and the FCIAAO by addressing the educational and professional needs of the members as it relates to ad valorem property tax administration, employment, tax roll preparation and approval, and the appeals process. The primary responsibility of this committee is to collectively plan, organize, and develop content information for the conference, seminars and FCIAAO newsletters.

Exemptions Steering Committee

IT/GIS Steering Committee

Chairperson

Chairperson

Osceola County Sarasota County Alachua County Pinellas County Sarasota County Palm Beach County

Alison Martin, CFE Lyn Andrzejewski Angela Paulauskas, CFE Alex Luca, CFE Trish Oliver, CFE Tran Maddox

Richard Hernandez, CGCIO, ITIL, CFE Palm Beach County Chris Lewis, CGCIO, MCSE, CFE Leon County Robert K Garst St. Lucie County

The purpose of this committee is to support the mission and commitments of the IAAO and the FCIAAO by addressing the educational and professional needs of the members as it relates to information technology and/or GIS activities. The primary responsibility of this committee is to collectively plan, organize, and develop content information for the conference, seminars and FCIAAO newsletters.

The purpose of this committee is to support the mission and commitments of the IAAO and the FCIAAO by addressing the educational and professional needs of the members as it relates to ad valorem property tax exemptions, classifications, assessment reductions, tax roll preparation and approval, and the appeals process. The primary responsibility of this committee is to collectively plan, organize, and develop content information for the conference, seminars and FCIAAO newsletters.

Tangible Personal Property Steering Committee

Real Property Steering Committee

Steve Weissman, RES, CFE Lori Dorian, CPA Teri Cruickshank Juan Madrid, CFE Nikki Yano, CFE Sage Sullivan, MBA, RES, CFE Craig Lycan, PPS, CFE Kenny Dodgen, CFE

Palm Beach County Pinellas County Hillsborough County

Chairperson

Chairperson

Orange County Clay County Palm Beach County Monroe County Escambia County Osceola County

Terry Taylor, CAE, RES, AAS, CFE Kristofer A Obergfoll, AAS, CFE Gregg M Goldberg, RES, CFE Mike Russo, RES, AAS, CFE Sandra Thompson, CFE Lou Frey, AAS, CFE

Osceola County Manatee County Duval County Alachua County Clay County

The purpose of this committee is to support the mission and commitments of the IAAO and the FCIAAO by addressing the educational and professional needs of the members as it relates to ad valorem real property valuation, tax roll preparation and approval, and the appeals process. The primary responsibility of this committee is to collectively plan, organize, and develop content information for the conference, seminars, and FCIAAO newsletters.

The purpose of this committee is to support the mission and commitments of the IAAO and the FCIAAO by addressing the educational and professional needs of the members as it relates to tangible personal property exemptions, valuation, tax roll preparation and approval, and the appeals process. The primary responsibility of this committee is to collectively plan, organize, and develop content information for the conference, seminars, and FCIAAO newsletters.

Professional Designation Committee

The FCIAAO supports our members who are seeking professional designations through the IAAO. The Professional Designation Committee (PDC) was created to promote awareness, encourage participation, and provide candidates with the appropriate tools, resources and technical assistance for success.

Hon. Tracy Drake, CAE, ASA, RES, AAS, CFA Clay County

Chairperson

Dain Bufe, CAE, AAS, CFE

St. Johns County

AAS Advisors

Pat Alesandrini, CAE, RES, MAI, SRA, CFE Hillsborough County Kevin Hayes, CAE, RES, MAI, CFE Pinellas County

CAE Advisors

Rebecca Glazer, CMS, CFE

Pinellas County

CMS Advisors

Justin Edwards, AAS, PPS, CFE Christopher Mitts, PPS, CFE

Putnam County St. Lucie County

PPS Advisors

Terry Taylor, CAE, RES, AAS, CFE

Orange County

RES Advisors

“The objectives of IAAO’s professional designation program are to raise the standards of the profession, to attain recognition of the assessment profession by government authorities and the public; and to gain for designated members recognition as qualified, objective, unbiased appraisers and administrators of systems for ad valorem tax purposes.”

IAAO LEADERSHIP

FCIAAO Members serving on an IAAO Committee or Task Force

2023 IAAO Board of Directors Patrick Alesandrini, CAE, RES, President - Hillsborough County Terry Taylor, CAE, RES, AAS, Region 3 - Orange County

Advocacy Task Force Scott P Russell, AAS, PPS, RES - Monroe County Affinity Group Research Task Force Grady Cecil Jackson, Jr, RES, AAS, Chair - Palm Beach County Gregory Alford - Hillsborough County Lisa Hargiss - Vision Government Solutions, Inc, Tampa Henry McCloud - Hillsborough County BOK Collecting & Maintaining Property Data Apendium Vol II Task Force Kevin Hayes, CAE, RES - Pinellas County Conference Content Task Force Bill Furst - Sarasota County Diversity & Inclusion Task Force Grady Cecil Jackson, Jr, RES, AAS - Palm Beach County Carmen Trammell, CFE - Leon County Exhibitor Advisory Group Patrick Alesandrini, CAE, RES, Board of Directors President - Hillsborough County John R Cox, Sanborn - Tampa

Education Committee Kevin Hayes, CAE, RES - Pinellas County Ethics Committee

Gregory Alford – Hillsborough County Katie C. Grasso, AAS – Seminole County Finance Committee Terry Taylor, CAE, RES, AAS, Region 3 - Orange County Governance Committee Edward A Crapo, AAS, FIAAO - Retired Alachua County

Dorothy Jacks, AAS - Palm Beach County Shelly Ann Thomas - Saint Lucie County Professional Development Committee Cyndi Capp, RES - Retired Manatee County Research and Standards Committee Michael Safarty - Alachua County

IAAO LEADERSHIP

FCIAAO Members serving on an IAAO Committee or Task Force

Fellows Council William M Wadsworth, FIAAO, Radiant Software, Inc - Safety Harbor

Women's Initiative Network Rosana Fonseca - Orange County Amy Mercado - Orange County Amy J Reid, RES - Palm Beach County Usha Tewari - Orange County Ana C Torres, Esq - Orange County Carmen Trammell - Leon County

Legal Host Task Force Sheila M Crapo, Chair - Retired Alachua County Ana C Torres, Esq - Orange County Member Benefit Task Force Brian Loughrey - Sarasota County Jay R Skaggs - Hillsborough County Professional Recruitment Task Force Nereia Cormier Wilson, Chair - Hillsborough County

PCS Board of Trustees Dorothy Jacks, AAS - Palm Beach County

Hon. Cregg E Dalton, Citrus County Amy J Reid, RES - Palm Beach County RES Master Exam Task Force Sara M Delli Fraine, RES - Pinellas County Residential Demo Dataset Task Force Sara M Delli Fraine, RES - Pinellas County

IAAO Florida State Representatives Justin Edwards, AAS, PPS, CFE, Putnam County Katie Grasso, AAS, CFE, Seminole County

IAAO Awards

IAAO takes pride in recognizing individual and organizational achievements in the assessment industry. Through IAAO's annual awards program both members and non-members can receive international recognition for excellence in property appraisal, assessment administration, and property tax policy. IAAO's annual awards program boasts twenty award categories recognizing individual and organizational achievements in several areas including publications, technical expertise, and service to IAAO, just to name a few. Award recipients are recognized at the IAAO Annual Conference.

Outstanding Chapter Award

Zangerle Award This award was named in honor of the IAAO’s third President, John A. Zangerle, and will be presented to outstanding periodical publications of an assessor’s association, an IAAO chapter, or other similar organization.

2022 2020 2019 2018

2017 2014 2010 2010

2009 2007 2004

This award is conferred on an IAAO chapter or affiliate organization that has made an outstanding contribution to the realization of the mission of IAAO. FCIAAO has received this award twenty-four (24) times, more than double any other jurisdiction.

Virginia Cup In 1990, the Virginia Association of Assessing Officers challenged other states to increase the number of designees in their respective states with the ultimate goal being to increase professionalism in the assessing field. The state with the most members receiving an IAAO Professional Designation since the previous Annual Conference is awarded the Virginia Cup. FCIAAO received this award eleven (11) times.

2021 2020 2019 2018 2017 2016

2015 2014 2013 2011 2009 2008

2007 2005 2003 2001 2000 1999

1998 1997 1996 1995 1993 1990

FCIAAO - "Staying Appraised"

2018

FCIAAO - "Staying Appraised"

2013

Property Appraiser's Association of Florida

1987

IAAO Awards

Palm Beach County Brevard County Orange County Lake County Alachua County Duval County Seminole County Broward County Pinellas County Leon County Lee County

2022, 2020, 2009 2019 2017, 2008, 1995

Matylda Zurowska Hudak Member of the Year Award This award is presented to the IAAO member, who in the previous calendar year has made a significant contribution to the association through active participation in its activities and who, in his or her career, has made an outstanding contribution to the realization of the mission of the IAAO.

Distinguished Assessment Jurisdiction Award This award is conferred on a national, state/provincial, regional or local assessment agency that has instituted a technical, procedural or administrative program that is, for the affected jurisdiction, an improvement over prior programs, and is generally recognized as a component of a model assessment system and a contributing factor to equity in property taxation.

2015 2011 2006 2003 2002 1999 1996 1989

2021 2018 2016 2014 2005 2001 1998 1997 1996 1995

St. Lucie County Santa Rosa County Santa Rosa County St. Lucie County St. Lucie County Clay County Brevard County Lee County Leon County Orange County

Public Information Award This award is given to assessment jurisdictions that have developed and implemented an effective system for the dissemination to taxpayers of information regarding the assessment process. This program must be fully operational.

Hon. Tracy Drake, CAE, ASA, RES, AAS, CFA

2016

David Nolte

1989

IAAO Awards

Ian W. McClung Global Award Named after Ian W. McClung, a Canadian who served as IAAO’s 48th president and was a strong advocate for IAAO’s international presence, this award is presented to an IAAO member whose efforts have improved the development of valuation professionals around the world and encouraged the advancement of the assessment community in a global environment.

Professional Development Lifetime Achievement Award This award is presented to an IAAO member who has dedicated his or herself to the organization and its members through education, instruction and the Professional Designation Program over a long period of time.

Terry Taylor, CAE, RES, AAS, CFE

2014

Doug Will, CAE, AAS, CFE

2015

Instructor of Excellence Award This award recognizes instructors who have gone beyond the basic textbook instruction and who have motivated students to learn professional skills that will positively influence their careers. It is awarded to an instructor who has made significant contributions toward promoting the educational program and demonstrated involvement with IAAO at the state, regional and national levels.

Terry Taylor, CAE, RES, AAS, CFE Rick Singh, CFA Ken Wilkinson, CFA

2019 2018 2014

Hon. Ed Crapo, CFA, AAS, CFE

2017

IAAO Awards

Tim Wilmath, MAI, SRA Gaylord A Wood, Jr, JD, CMA Morgan B Gilreath, Jr William M & William J Wadsworth Tim Wilmath, MAI, SRA & Kenneth Engel Richard Baker & Ke-Tsai Wu Morgan B Gilreath, Jr Ronald J Schultz

2017 2017 2010, 1990

Clifford B Allen Most Valuable Member Award This award is named after the thirty-fifth President of the IAAO and is presented to the IAAO member who has, over a period of years, made a significant contribution to the IAAO through participation in its activities, and who made an outstanding contribution to the realization of the mission of the IAAO.

John C Donehoo Essay Award This award was named in honor of the first President of the IAAO, John C. Donehoo, and is presented to the author of the best essay on assessment, property tax administration, or policy. The submitted essay must be on a topic, written in a style, and of a length suitable for publication in the Journal of Property Tax Assessment & Administration.

2009 2006 2000 1998 1997 1986 1985 1974

John C Crissey Jr, CAE Jay T Alexander, CAE Jack M Large

Tim Wilmath, MAI, SRA Pat Alesandrini, MAI, SRA, CAE, RES, CFE Tim Wilmath, MAI, SRA

2016 2016 2015 2012 2007 2004 2001 2000 1972

Bernard L Barnard Outstanding Technical Essay This award was named in honor of Dr. Bernard L. Barnard, past Director of Research for the IAAO, and is presented to the best article or essay on technical innovations in assessment or property tax administration. Unpublished essays or articles published in other periodicals or books may also be nominated.

William Wadsworth - Radiant Software Ed Crapo, AAS

2015 2011 2009 2002

Morgan B Gilreath, Jr Morgan B Gilreath, Jr C Kevin Bokoske John W Hoover, Jr Terry Strickland, CAE Jack M Large

James F Todora, CAE John C Crissey, Jr, CAE

IAAO Awards

James A Howze, CAE, Distinguished Research & Development Award This award was named in honor of James "Jimmy" A. Howze, CAE, a visionary and one of the earliest developers of computer-assisted mass appraisal. This award is presented to a nonprofit organization, education agency, private-sector firm, pubic agency or individuals(s) for original research in property assessment, taxation or mass appraisal techniques.

Ian W McClung International Named after Ian W. McClung, a Canadian who served as IAAO's 48th president and was a strong advocate for IAAO's international presence, this award is presented to an IAAO member whose efforts have improved the development of valuation professionals around the world and encouraged the advancement of the assessment community in a global environment.

Terry Taylor, CAE, RES, AAS, CFE Kevin D Hayes, CAE, MAI, RES, CFE Anthony A Hodge, Sr George A Donatello, CMS E N McKendree

2022, 2021 2019 1994-1993

1989 1973

Kenneth J McCarren Award This award was named in honor of the second President of the IAAO, Kenneth J. McCarren, and is presented to the IAAO member who recruits the most new members during the previous year.

Hon. Gregory S Brown, CFA

2019

William D Shepherd, Esq. (Florida) Irene E Sokoloff, CAE, MAI, CFE (Florida) IAAO Special Committee on Big-Box Valuation "Commercial Big-Box Retail: A Guide to Market-Based Valuation"

2018

Terry Taylor, CAE, RES, AAS, CFE Hon. Rick Singh, CFA

2019 2018

IAAO Awards

Harry Galkin Award This award was named in honor of Harry Galkin, a long-time associate member, and is presented to the IAAO Associate Member whose contribution, during the past year(s), has been so worthwhile as to demand recognition. Contributions may have been in the area of writing or speaking on equalization, assessment, assessment administration or general taxation. The individual also may have been distinguished by advancing the mission of the organization through fundraising or through the contribution of time, effort, talent, and resources.

Stacey Ford Outstanding IAAO Representative Award This award is named in honor of former IAAO Membership Manager, Stacey Ford, whose life was tragically cut short. Stacey was the IAAO Representatives' greatest booster and supporter. She always had a smile, kind word and inspired Reps to serve members while proclaiming the enormous benefit of membership in the IAAO to nonmembers in their region.

Hon. Tracy Drake, CAE, ASA, RES, AAS, CFA Al Mobley, CAE, AAS Lillian Johnson, CAE James F Todora, CAE Patricia Hedwall, CAE John C Crissey, Jr, CAE

2018 2009 2005 2003 2002 1985

Verne W Pottorff, CAE, Professional Designee of the Year Award This award was named in honor of the late Verne W. Pottorff, CAE, former Executive Board Member, and is presented to the IAAO Professional Designee who has most effectively promoted the interests and mission of the IAAO Professional Designation Program.

Lourdes Aguiar Nicholas J Watz

2011 1996

George A Dontello, CMS 2005-2002

Certificate of Excellence in Assessment Administration

CEAA Recipients - Florida

Alachua County Seminole County Lee County Brevard County Osceola County Clay County Pinellas County Leon County

2004, 2010, 2016, 2022 2005, 2012, 2018 2008, 2015, 2022 2020 2010, 2016, 2022

2022 CEAA recipient, St. Johns County, Florida

The IAAO is the preeminent authority on Assessment Administration. Therefore, the IAAO’s Certificate of Excellence in Assessment Administration (CEAA) is considered by many to be the highest professional honor an assessment jurisdiction can obtain. The CEAA recognizes governmental units utilizing the best appraisal and assessment practices in their respective offices. Furthermore, the CEAA process serves as an opportunity for jurisdictions to self-evaluate and possibly further improve their appraisal and assessment operations.

2011, 2017 2011, 2017 2012, 2018 2012, 2018 2012, 2018 2014, 2020 2015, 2022 2016, 2022

Orange County Sarasota County Hillsborough County Martin County St. Lucie County Palm Beach County St. Johns County

I am very proud of our entire team for the superior quality of their day-to-day work and the care they put into the application process. Our office has been recognized

2021 2022

for excellence by our profession's highest authority. It is a great honor.

Of the fifty-eight (58) jurisdictions that have received the CEAA, fifteen (15) are from the state of Florida.

~Eddie Creamer

FCIAAO Member Presenters

FCIAAO Member Presenters

Going Paperless Jacqueline Warr, RES - Pinellas County Michael Daly, RES - Pinellas County Sara Delli Fraine, RES - Pinellas County How Lake County, Florida is using Power BI to Gain Deep Insights into their Data. David Cornell, CAE, MAI - Cornell Consultants Rob Brown - Lake County Lisa Hargiss - Vision Government Solutions The Effect of Solar Systems on Home Values Terry R Taylor, CAE, RES, AAS - Orange County Managing Inbound Communication Through to Resolution

This is How We Do IT 2.0 Tim Boncoskey - County of San Diego, CA Dorothy Jacks, AAS - Palm Beach County Virginia Whipple, AAS - Bartholomew County, IN Leveraging Technology to Manage the Value Adjustment Board (VAB) Process Manish Bhatt - Osceola County Katrina Scarborough - Osceola County Should IAAO Adopt, Accept, or Promote the IPMS?

Gary J McCabe, CAE, FIAAO - Consultant Dorothy Jacks, AAS - Palm Beach County

Margie Cusack, FIAAO - Retired, Cook County, IL & IAAO Craig M Steinley, MAI, SRA, AI-GRA, AI-RRS - The Appraisal Institute

Rod Miller - APEX, an iLOOKABOUT Company Bob Henriquez, CFA - Hillsborough County

IAAO Professional Designations IAAO designations signify exceptional professionalism and competence in matters covering property valuation for tax purposes, property tax administration, and property tax policy. Over the years, more than two hundred FCIAAO members have earned an IAAO designation, which many consider to be one of the highest achievements an individual can obtain.

AAS Assessment Administration Specialist - 63 Members

MAS Mass Appraisal Specialist - 7 Members

CAE Certified Assessment Evaluator - 24 Members

PPS Personal Property Specialist - 15 Members

CMS Cadastral Mapping Specialist - 18 Members

RES Residential Evaluation Specialist - 99 Members

2023 Tony Hodge Educational Award

Once upon a time… a FCIAAO member became an Executive Board member and ultimately the FCIAAO President - his name was Tony Hodge. He worked tirelessly promoting IAAO education and encouraging individuals to pursue an IAAO professional designation. In recognition of his efforts, the FCIAAO decided to memorialize his legacy by creating the Tony Hodge Educational Award. At the FCIAAO Annual Conference, the Executive Board and the Chair of the Professional Designation Committee recognize the accomplishments of new designees and present them with a certificate and a check for $500. To date, FCIAAO has conferred the Tony Hodge award 206 times totally $86,250 . Eligible candidates must have been a FCIAAO member in good standing for 24 months prior to being awarded their IAAO designation.

AAS

CMS

RES

Hon. Ayesha Solomon, Alachua County

Kevin S Hanley, Okaloosa County

Alexandra Fitos, Hillsborough County

Alyse Iuzzolino, Palm Beach County

Beau Gordon, Pinellas County

Eva Musacchio, Orange County

Victoria Commander-Formico, Monroe County

The price of success is hard work, dedication to the job at hand, and the determination that whether we win or lose, we have applied the best of ourselves to the task at hand. - Vince Lombardi

Get ready to mark your calendars, folks, because every year the FCIAAO pulls out all the stops to host one of the most exciting events in the world of assessment professionals - the Tangible Personal Property (TPP) Seminar! And this year was no exception. From December 7th to the 9th, eighty-four (84) assessment professionals gathered together in sunny Orlando for an unforgettable Excel workshop and seminar. With expert speakers, hands-on learning opportunities, and an abundance of networking opportunities, attendees left the seminar feeling inspired, motivated, and armed with new skills to take their careers to the next level. But the excitement didn't stop there. Thanks to the FCIAAO's dedication to providing valuable resources to their members, all of the sessions were recorded and made available on their website. So even if you weren't able to attend the seminar in person, you can still benefit from the valuable knowledge and insights shared by the expert speakers. In short, the FCIAAO is more than just an organization - it's a community of like minded individuals who are passionate about their industry and committed to helping each other succeed. And if you haven't already, now's the time to join the ranks and take advantage of all the amazing resources they have to offer! 2022 Tangible Personal Property Seminar

2022 Tangible Personal Property Seminar Presentations

Click any image to view PowerPoint

2022 Tangible Personal Property Seminar

2023 35th Annual Conference

The 2023 Annual Conference of the FCIAAO was an event that was months in the making - and boy, did it deliver! Held at the gorgeous Hilton St. Petersburg Bayfront in sunny St. Petersburg, Florida, this year's conference was attended by 319 assessment professionals and 24 vendors, it was a true gathering of some of the brightest minds in the assessment industry.

But what really made this year's conference stand out was the exciting partnership established with the Florida Association of Cadastral Mappers (FACM). By bringing these two groups together, the FCIAAO was able to strengthen the IT/GIS portion of the conference and provide added value to both their membership and the FACM's.

And that's not all. Attendees were treated to an impressive lineup of expert speakers, hands-on learning opportunities, and an abundance of networking opportunities. From informative workshops to engaging panel discussions, there was something for everyone at this year's conference. The FCIAAO knows how to put on a show - and the 2023 Annual Conference was no exception. If you missed out on this year's event, be sure to mark your calendars for next year - trust us, you won't want to miss it!

2023 Pre-Conference Education Sessions

IAAO Workshop 151, 15-hr National USPAP on Monday, April 17 to Wednesday, April 19. The workshop was instructed by Kevin Hayes MAI, CAE, RES, CFE, Pinellas County. We had 16 attendees. Time Trending - Practical Application in your Jurisdiction on Tuesday, April 18. The workshop was instructed by Manish Bhatt, MBA, MS, Chief Information Officer, Osceola County. We had 24 attendees. Prior to the Annual Conference, FCIAAO offered two educational workshops to provide an opportunity for continuing educational credits.

Instructor Kevin Hayes, IAAO Workshop 151

Instructor Manish Bhatt, Time Trending - Practical Application

Administration Track

Getting Creative with Growing New Leaders * Patsy Heiss - Pinellas County Utilities HR SOS: Honest Answers for Tough Questions & Best Practices for HR Challenges * Stacey Haynes, SPHR, SHRM-SCP - Palm Beach County Katherine Hazelief - St. Lucie County Planning and Preparing for the Loss of Institutional Knowledge *

Think Digital, Do Digital * Hon. Cregg Dalton, CFA - Citrus County Meghan Maguire - Citrus County

Unity of Community - Working Together * Sean Boyle - St. Lucie County, Children Services Council Howard Tipton - Town Manager Longboat Key

Kevin McKeon, CPA, CFE - Pinellas County Uzma Syed, AAS, CFE, CPM - Pinellas County

* Click link to view PowerPoint

Exemptions Track

Outreach for Heirs, Probate and Estate Planning * Hon. Ayesha Soloman, AAS, CFE - Alachua County Lally Gomes-Roberts, CFE - Alachua County Angela Paulauskas, CFE - Alachua County VAB Procedures: Exemptions and Portability * Krista Quevedo, CFE - Palm Beach County Homestead Compliance * Michael Lischio, CFE - St. Johns County

What is "Permanent Residency" * Alexander Luca, CFE - Pinellas County

Best Practices for Administering Exemptions, Portability, and More FCIAAO Exemptions Committee Panel Discussion

* Click link to view PowerPoint

IT/GIS Track

Defining the Cybercrime Landscape for 2023: Trends, Concerns, Preparation Tim Walsh - Tyler Technologies The Power of Data - Utilizing Tools for Analytics and Transparency * Tim Bross - Tyler Technologies

Aftermath: Hurricane Nicole Assessing the Damage * James Bailey, CFE - Volusia County

Arcade - Your New Scripting Language Frank Conkling - Panda Consulting

Website Redesign Best Practices: Panel Discussion Chris Lewis, CGCIO, MCSE, CFE - Leon County

* Click link to view PowerPoint

Real Property Track

Talking About Sugarcane * Keith Alexander, RES, MAS, CFE - Palm Beach County

Residential VAB Appeals Package - Including Change in Market Conditions * Bryan McGehee, RES, CFE - Charlotte County Multifamily Repurposing: Trend or Craze and How it Makes Sense * Kelby Collier, AAS, CFE - Osceola County

Time Trend Analysis Workshop * Stella Gomez - Florida Department of Revenue Lizette Kelly - Florida Department of Revenue

Sales Qualification & Verification Review with Round Table Discussion * Sandra Thompson, CFE - Escambia County

* Click link to view PowerPoint

2023 Annual Conference

2023 Annual Conference

Click image to view PowerPoint

FCIAAO AWARDS 2023 FCIAAO Member of the Year Award

It has been an honor and privilege to be a part of this organization as an Executive Board member and now as a Committee member. This organization is truly one where you get back what you put into it.

~Justin Edwards

The 2023 recipient of the Member of the Year Award is Justin Edwards. Justin has been very active in the Chapter and a mainstay on the Executive Board for more than 13 years. He has long been an outstanding member even before we created this award. Just when he thought he was done, he got pulled back in, chairing and taking charge of our new Audio-Visual Management Committee.

FCIAAO AWARDS 2023 FCIAAO Lifetime Achievement Award

They say if you enjoy your job, you never work a day in your life. This has been my experience. Thank you for this recognition.

~Will Shepherd, Esq

The 2023 recipient of the Lifetime Achievement Award is Will Shepherd. Will has been a regular presenter at this conference, as well as, national conferences on dozens of mass appraisal and property tax issues, each of which always have a clever title. We could always count on him to entertain us with his no-nonsense approach and teach us at the same time. Will is general counsel for the Hillsborough County Property Appraiser in Tampa, Florida, where he has represented the office in property tax matters since 1997, including real estate and tangible personal property valuation cases, exemption disputes, agricultural classification, and numerous appellate decisions. Additionally, he is a contributing member to the IAAO position papers, " Setting the Record Straight on Fee Simple " and " Commercial Big-Box Retail: A Guide to Market-Based Valuation ."

FCIAAO AWARDS - 50/50 Charity Raffle

Every year, the FCIAAO Executive Board sets out on a mission to do something special for a deserving local charity. This year, our host county, Pinellas, was given the incredible opportunity to select their charity of choice, and they certainly didn't disappoint. With great enthusiasm, the county chose CASA, an organization that provides vital support to individuals and families affected by domestic violence. At the conference, members were able to contribute to this wonderful cause by participating in a thrilling 50/50 Raffle. Attendees eagerly purchased their tickets in hopes of winning big and supporting CASA at the same time. And boy, did they come through! Our members showed their love and generosity by raising a whopping $1,538 in total, with 50% going straight to CASA. This was more than just a fundraiser - it was a true testament to the power of a community coming together to make a difference. We are incredibly proud of Pinellas County and our members for their unwavering commitment to making the world a better place.

THE FCIAAO WEBSITE www.fciaao.org

The Florida Chapter of the International Association of Assessing Officers (FCIAAO) website is a comprehensive online resource that serves as a valuable hub of information for professionals and stakeholders in the property assessment field. With its sleek and modern design, the website offers a user-friendly experience that is both informative and engaging. One of the standout features of the website is its extensive library of resources, which includes everything from training materials and educational webinars to research reports and industry news. This vast repository of information is regularly updated and provides valuable insights and guidance for property assessors, appraisers, and other professionals in the field. In addition to its wealth of resources, the Florida Chapter of the IAAO website also offers a range of networking opportunities for its members. The website hosts a variety of events throughout the year, including conferences, seminars, and workshops, that enable professionals in the field to connect and collaborate with one another. These events not only facilitate the sharing of knowledge and best practices but also provide a forum for professionals to build relationships and partnerships that can benefit their careers and their organizations.

Events All FCIAAO conferences and seminars are posted to our Events page. Attendees can register online from this page and even pay for their registration with a credit card. FCIAAO WEBSITE

Membership

Regular (Government employees) Subscribing (Non-government employees) Associate (Retired or student). FCIAAO offers three membership levels:

Interested members can join online by filling out the member application and paying annual dues. Existing members have the ability to renew their memberships online.

FCIAAO WEBSITE

Professional Designations The FCIAAO strongly encourages members to pursue IAAO professional designations and honors new designees with the Tony Hodge Educational Award.

Job Opportunities FCIAAO jurisdictions can post open positions to better reach professionals in the mass appraisal industry. Likewise, members may to see what other opportunities are available to them throughout the state of Florida.

FCIAAO WEBSITE Members Only Access

All FCIAAO members can login to the website using their email address and password. This grants access to a "members only" section that includes the membership directory, presenter materials from past conferences, archive of published FCIAAO newsletters, Chapter bylaws and procedural rules, minutes from board meetings and the sales database application. Once logged into their account, FCIAAO members can also update their profile information and renew their membership.

Florida Chapter of the International Association of Assessing Officers Membership Benefits

Resource for Property Appraisers and Staff

EDUCATION FCIAAO serves as an educational resource, offering education and professional development opportunities in

CONFERENCES The chapter holds an annual conference with 4 educational tracks focusing on Administration, Real Property, Exemptions, and IT/GIS topics along with our general session. Additionally, we hold an annual Tangible Personal Property seminar.

NETWORKING Make connections with mass appraisal experts statewide, discover best practices and industry trends, engage with vendors promoting new technology and advancements in our field.

OTHER PERKS Receive discounts on conferences and educational offerings throughout the year, including continuing education credits that can be used toward the maintenance of designations issued by IAAO or Florida DOR. Access to conference presentation material, member directory search and our award-winning newsletters.

ad valorem appraisal, administration, and tax policy.

FCIAAO Social Media

In this day and age, it's no secret that social media is an absolute game changer. And the FCIAAO is no stranger to this fact. In fact, way back in 2014, the Chapter made a bold move and launched their very own Facebook page. And just recently, in 2021, they took things to the next level by launching their LinkedIn page as well. Why, you might ask? Well, the answer is simple - to connect with their members in a way that's convenient, relevant, and engaging. Whether it's posting exciting event updates, making important announcements, or sharing captivating pictures, the FCIAAO is dedicated to using these powerful social media tools to reach their members and attract new professionals to their industry. And it's working! With 303 Facebook followers and 61 LinkedIn followers (and counting!), it's clear that the FCIAAO is making a splash in the world of social media. They're not just keeping up with the times - they're ahead of the curve, paving the way for others to follow. So if you're looking to stay up-to-date on all things FCIAAO, be sure to hit that follow button and join the fun!

Linked

FCIAAO Newsletters "Staying Appraised"

2013 & 2018 Zangerle Award Winner

Newsletter includes: Cover Page President's message

The FCIAAO publishes its award-winning newsletter, Staying Appraised, on a quarterly basis. We use FlippingBook software in order to deliver a clean, modern design that allows users to zoom, search for text and save as a normal PDF document. The software automatically detects the readers operating system and will work on iPads, iPhones, Android devices, as well as PC and Mac computers. Therefore, our members are never out of touch!

Professional Designation Spotlight County Spotlight Retirement Announcements Legal Corner Career Opportunities Best Practices Upcoming Events/Save the Date

In Memoriam IAAO Report Submitted Articles FCIAAO Member Spotlight Professional Designation News

FCIAAO Award Winning Newsletters

Summer 2022

Fall 2022

Winter 2023

Spring 2023

Click images to view newsletter.

FCIAAO Governing Documents

The IAAO Constitution, FCIAAO Bylaws, and FCIAAO Procedural Rules are governing documents that provide the overall framework and guidance for the FCIAAO Executive Board, its committees, and members. The Chapter's Bylaws were revised and adopted on April 15, 2020. The amendments were made to ensure compliance and consistency with the IAAO's governing documents. Procedural Rules were adopted to provide assistance to the Executive Board, committees, and members. They are detailed guidelines for carrying out a specific procedure, policy or program of the Chapter and are updated as needed.

Click images to view documents.

Since the FCIAAO Executive Board is comprised of members from jurisdictions all across Florida, we have devised ways to communicate effectively while conducting the Chapter's business. The board uses Google drive to store and access all pertinent chapter documents. This allows for access to information from anywhere, anytime. We also physically meet at our annual conference and seminars, attend a summer retreat, a pre-conference planning session, and we meet via video conference. FCIAAO Board Meetings & Minutes

Executive Board Meeting Minutes

2023 BOARD MINUTES

April 18, 2023, Hilton St. Petersburg March 10, 2023, Hilton St. Petersburg January 12, 2023, Virtual

2022 BOARD MINUTES

December 6, 2022, Embassy Suites Orlando September 22, 2022, Virtual July 23, 2022, Doubletree by Hilton Universal Orlando June 24, 2022, Virtual April 28, 2022, Hilton Ft. Lauderdale Marina April 26, 2022, Hilton Ft. Lauderdale Marina March 11, 2022, Hilton Ft. Lauderdale Marina February 2, 2022, Virtual

The minutes from each meeting are available on our website to FCIAAO members.

Click links above to view minutes.

Thank You www. f c i aao . org

MittsC@paslc.gov