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Appraisal for AD VALOREM TAXATION Conference 2019 - CMD

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2019 PU Horizontal Header Image
The 49th Annual Public Utilities Conference
Sunday July 28 through Thursday August 1, 2019
on the campus of Wichita State University in Wichita Kansas

This program is designed to study in detail the appraisal of communications, energy and transportation properties for Ad Valorem Taxation.  The various indices of value – market, cost and income – and the application of these indices will be considered.  As a rule, these indicators of value are considered for all types of property.

There is no other conference in the US that brings this mix of corporate taxpayers, state & local taxing authorities, and tax accountant advisors, tax attorney advisors and tax appraisers together in ONE PLACE.

This conference is uniquely focused on the relatively few industries that are subject to the unitary principle.

With extensive opportunities for both social interaction & professional networking with corporate taxpayers, tax authorities, and tax advisors.

Registration fees:

$450 for Industry Representatives

$395 for State Representatives

$90 if participating in the Golf Tournament, played Sunday morning, July 28, 2019 at Sand Creek Station in Newton, Kansas.

Your registration fee includes:

  • 4 breakfasts
  • 3 lunches
  • break refreshments
  • 4 social functions
  • the 2019 Conference materials
  • and free access to a Conference mobile application.

Lodging:

YOU are responsible for your own lodging – it is not automatic with your registration!

Do not hesitate as the Marriott fills quickly!

Each hotels is responsible for confirmation and billing for their respective properties.

Contact the hotel directly – calling into a Corporate Call Center will not get you the Convention rate on your room. Please mention the WSU Appraisal for Ad Valorem Taxation Conference to receive these special conference rates. The links below go the the properties in Wichita.

Wichita Marriott Hotel,  9100 Corporate Hills Drive, (316) 651-0333  $ 114.00 per night

Other hotels near the Marriott

Fairfield Inn – (316) 685-3777    $105 per night

Country Inn & Suites  (316) 685-0333  $101 per night

Hampton Inn (316) 686-3576   $120 per night

Homewood Suites  (316) 260-8844  $172  per night

Two Keynote Speakers:

  • Monday – Industry Keynote
  • Wednesday – Motivational Keynote

Monday: General sessions

  • Unit Assessment Value
  • Operating Lease Accounting
  • Tax Reform
  • CAPM vs. DGM

Tuesday – General sessions

  • Size Risk Premium
  • Overview of Valuation Industry & State Perspective

Tuesday – Concurrent sessions

  • TSA
  • Future of Broadband
  • Telecom 5G
  • Why Rate Based Regulated Utilities don’t earn their cost

Wednesday – General sessions

  • Technology Discussion
  • Legal Update

Wednesday – Concurrent sessions

  • Wind & Solar
  • Challenges Facing Railroads
  • Natural Gas Pipeline Regulation
  • Intangibles / Workforce

Pre-Conference 21st Annual Golf Tournament begins Sunday July 28, 2019 at Sand Creek Station, 920 Meadow Brook Drive, Newton, KS with breakfast at 7:30 a.m. with Tee Times beginning at 8 a.m.   

Conference Registration will be set up outside the Ballroom at the Marriott and check-in will be available beginning at 3:00 p.m. and will conclude at 6:30 p.m.

The conference begins with a Newcomers session on Sunday July 28, at 5:00 p.m. in the Atrium, at the Marriott, followed by a Welcome Reception at 6:00 p.m. in the Ballroom at the Marriott

Monday, Tuesday and Wednesday sessions are held on the campus of Wichita State University.  Monday is an 8 a.m. start, with Tuesday & Wednesday starting at 8:30 a.m.   

All sessions conclude by 4:45 p.m. each evening.  The campus of WSU is a smoke-free campus.

Everyday begins with a light breakfast, there are delicious lunches, and afternoon snacks.  You have water, pop and tea provided all day long.

The Advanced courses meet Monday, Tuesday and Wednesday.  Tuesday and Wednesday have 2 concurrent sessions during the afternoons.

The Principles classes are on Monday and Tuesday only.  The Principles class joins the Advanced Courses on Wednesday. (see the tab for Principles class to learn what the difference is)

There are receptions each evening at 6:00 p.m.

The conference concludes on Thursday, August 1, with  Round Table discussions, by Industry. These discussions are held at the Marriott Hotel, with a full breakfast buffet provided.  The discussions will conclude by 11 a.m.

The Planning Committee consists of people who understand the logistics of the conference and value the mission of education, information sharing and networking.  They volunteer their time, and energies to meet, organize, search for volunteers, and moderate the sessions at each conference. 

2019 Planning Committee

If you would like to be a part of this committee, please reach out to your Conference Director, Pat McLeod           pat.mcleod@wichita.edu

Scholarships for those attending the 2019 Conference

The Planning Committee for the 49th Annual Wichita Program is offering a limited number of partial scholarships for individuals interested in attending the 2019 Conference.

Conference scholarships will pay the recipients conference fee and lodging.  Scholarship recipients are expected to pay their own travel expenses.   Pat McLeod will make lodging arrangements for you as soon as you send her your travel itinerary.  You are responsible for making your own travel arrangements.  If for some reason you are unable to pay your travel, please note that on your application along with how you can contribute to your trip to Wichita (for example, a flat fee of $$ toward the overall cost).

Deadline for submitting a scholarship application is April 15, 2019.  Recipients will be notified no later than May 1, 2019 of their acceptance or denial.

Scholarship Application form

Complete the  application form and  email to: 

pat.mcleod@wichita.edu

or
mail to:  Scholarship Application, c/o Pat McLeod,
Center for Management Development, Wichita State University,
1845 N. Fairmount, Wichita, KS   67260-0086

Want to be a Sponsor for the 2019 Conference?

 

2019 Sponsorship Opportunities

Would you or your organization be willing to contribute to the Appraisal for Ad Valorem Taxation Scholarship Fund?  The scholarship fund is used to help individuals attend the conference that otherwise would not be able to afford to come.

In addition, Sponsorships are available for any reception, lunch, breakfast, newcomer session or flat dollar donation.  As a sponsor, your logo would be prominently located and special mention at all sessions.

 

For information on how you can help off-set some of the expenses of the conference or contribute to the scholarship fund, please contact Pat McLeod, 316-978-5353 or pat.mcleod@wichita.edu.

Sunday July 28th, 2019

The 21st Annual Wichita Conference Golf Tournament

Sand Creek Station, Newton, KS 

920 Meadowbrook Dr.  Newton, KS 67114                               

Sandcreek Golf Club                                                            

Please join us  for a great tournament as we hope to have over 100 participants.  This event is for Conference registrants and their guests and is an excellent networking opportunity to invite colleagues, customers and potential clients for a great day on course.  This is a well-managed and exciting course, a 30 minute drive from the Marriott.

  • Great Hospitality!
  • Prizes and Lots of Fun!!
  • You can even pick your own team or we can pick one for you!!!!!!
  • Try to beat last year’s winners!!!!

Mark your calendars now … and join us at this year’s event to be held on Sunday, July 28th, with tee times starting at 8:00 a.m.  Continental Breakfast and check-in will begin at 7:30 a.m.

If you have a team you want to enter…. Great!!!  Please send us your team.   If you don’t, please let us help you get one together for the tournament.  See registration form below or our website…..www.appraisal.wichita.edu

Tournament format: 18-hole, four-person scramble “best ball.”

Entrance fee includes: Green fees, range ball, cart, putting green, prizes and catered breakfast and lunch.

Prizes:  Longest Drive, Closest to the Pin, Longest Putt, Best Team Score and more…..

Dress code: Proper golf attire and non-metal spike golf shoes required.

For more information, please contact Rick LeCompte at rick.lecompte@wichita.edu or Toby Reese at toby.reese@duffandphelps.com

If your organization would like to sponsor additional prizes, please let us know and that can be arranged.  The course has a limited number of golf clubs for rent.

Transportation:

FREE Shuttle service will be provided from the Marriott and surrounding hotels to and from the WSU campus.  

A map is coming which will show the campus buildings, bus route, parking and lunch venues

Please contact the CMD offices if you have dietary needs or mobility issue.

July Weather in Wichita:

We suggest you dress in casual, warm-weather clothing and definitely comfortable walking shoes.

The average temperature in Kansas in July is upper 90’s, often into the 100’s.  It has been known to rain buckets too!

Tie into the Conference Whova app so that you get immediate updates on weather and any conference changes.

Wichita Attractions:

There are many fun and unique things to do while you are in Wichita.  The link – VISIT WICHITA will take you to a website with all the attractions for the summer.

The Advanced sessions are general topics and chosen for their value in increasing industry knowledge for the participants that come to the conference.  They are sometimes broken down into a specific industry.

The Principles section is a two-day course will providing participants with the essential information and working knowledge that is critical for appraisal professionals.  If you are new to the conference, and new to the industry, this class gives you a strong foundation of the tax appraisal process.  It is a must!

Led by accredited professionals who have refined and tested their appraisal techniques over years of successful central assessment and litigation. 

When you register for the conference you need to specify that you want to participate in the Principles Session so that a seat is reserved and we have the study materials you will need. The course manuals can be picked up from the Registration area in Hubbard Hall on Monday morning.

The Workshop is meant to be an educational forum where speakers and participants can engage in a meaningful exchange of ideas and opinions.  

The success of individual sessions is directly related to the planning and close cooperation and communication between the moderator(s) and speaker(s).

As a Speaker, or a Moderator, you are charged with the responsibility of seeing to it that your session(s) fulfills this objective. The guidelines outlined below are important to fulfilling the objective of the Wichita Workshop Program. 

Moderator Guidelines 2019

Speaker Guidelines 2019

2019 Conference Template

Cancellation Policy:

Full refunds will be issued up to 2 weeks prior to the conference.  So, if you cancel on or before Friday July 12, you receive a full refund.
If you cancel on or between July 13 and July 27, a $100 cancellation fee will be withheld.
No refund will be given if cancelling on or after July 28.

Substitutions can be made at any time, for no additional cost.

Continuing Education Units:

This conference is approved for 20 CEU’s from IPT (Institute for Professionals in Taxation).  

To determine if this conference qualifies for CEU’s in your profession in your state, contact the appropriate office to obtain forms and then email them to   Pat.Mcleod@wichita.edu

Conference Materials:

During the conference, materials received by CMD will be downloadable from this webpage or if you bring a flash drive, available for downloading at the registration table during the conference.  Because many of the materials are not received until the day of the presentations, they may not be accessible until CMD receives them.

Materials from the 2018 Conference are available upon request.  

A single presentation is $10, or $125 for the entire conference.

If the entire conference materials are purchased, they will be sent to you on a disc via the mail.

Materials archives are available from 1971 through 2018.   Contact Melissa.Donham@wichita.edu to request materials.

Reference Books Available:

There are several reference books available each year at the Conference. If you wanted it and didn’t buy it at the conference we can ship it to you.  Contact Melissa.Donham@wichita.edu to order them.

Guide-to-Intan-Ass-ValWEB

A Guide to Intangible Asset Valuation (Revised Edition),

written by Robert F. Reilly, CPA & Robert P. Schweihs, ASA – $35 plus $5 for shipping.

 

 

Guide-to-Prop-tx-val

Guide to Property Tax Valuation,

written by Robert F. Reilly & Robert P. Schweihs, – $50 plus $5 for shipping.

 

 

Prop-Tax-Princ-and-Practice

Property Tax Principles and Practice,

written by Arlo Woolery – $25 plus $5 shipping

 

 

Art-of-Valuation

The Art of Valuation,

written by Arlo Woolery – $25 plus $5 shipping

 

 

Val-of-Rail-and-Utility-prop

Valuation of Railroad and Utility Property,

written by Arlo Woolery, CAE – $15 plus $5 for shipping.

 

 

Grey-Ghost

Appraisal of Railroad and Other Public Utility Property for Ad Valoren Tax Purposes (Grey Ghost),

Report of the Committee on Unit Valuations, National Association of Tax Administrators.  $20 plus $5 shipping

This year is the 49th Conference year!  There is a reason it is still around.

Are you registered yet?

Read about the History of the Workshop here

 Wichita Public Utilities Taxation Workshop History

This conference is co-sponsored by the

Committee on Taxation of Energy, Communications and Transportation

and

The Center for Management Development,

in the W. Frank Barton School of Business at Wichita State University in Wichita Kansas

Your 2019 Conference Director is Pat McLeod

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