The 2021 Funding & Rating Forum will now be delivered online, in four bite-sized sessions from 19 - 22 October.

This forum is for those who work in, or need to know about the mission critical, field of funding and rating.

As always the Forum is an exciting blend of theoretical and practical presentations that mix the policy and practice of funding and rating.

  • 540.00 (plus GST) Members
  • 625.00 (plus GST) Non Members
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About this event

2021 Taituarā Funding and Rating Forum

This year we showcase the key points from the updated Taituarā guidance on conducting an effective rating review, mixed with the practical perspectives out of three recently completed rate reviews. The value of this guidance and session will be felt about half an hour into your next review (around the time that you get the first of many proposals for a ‘fairer’ rating system).

The local government sector’s in flux at the moment, and to complete the first day of the session we end with a ‘hypothetical’ that gets you to think about the funding and rating policies and practices in a world minus the three waters.

And as always there’s the usual updates on legal issues, valuation issues, the rates rebates scheme and Taituarā matters. And with the mix of information sharing sessions, you can customise the Forum to your needs, position and interests.

Who should attend:

  • Finance Managers
  • Revenue Managers and Team Leaders
  • Rating staff
  • Legal staff
  • Anyone with an interest in funding and rating issues
Note: Claiming CPD Credits

Delegates at this Forum who are members of Chartered Accountants Australia and New Zealand (CA ANZ) may be able to claim credits towards meeting their Continuing Professional Development requirements. Delegates wishing to pursue this should provide CA ANZ with the forum’s outline and confirmation – which we can supply, of their attendance.

Module One: Tuesday 19th October 2021 – Rating Reviews

9.30am Welcome to Module One
Raymond Horan, Deputy Chief Executive, Taituarā

9.35am The dos and don’ts of a rating review
Stephen Halliwell, Principal, Working Smarter

Working Smarter was the lead agency that delivered the recently revised and updated released Taituarā guidance on undertaking an effective rating review. This session will focus on the key aspects of keeping a rating review on the path to a useful conclusion.

10.25am Five minute break

10.30am Rating reviews first-hand
Gary Borg, Chief Financial Officer, Wairoa District Council
Janice Smith, Chief Financial Officer, Far North District Council
Jacinta Straker, Chief Financial Officer, Horowhenua District Council

Practical perspectives from three CFOs from the last rating reviews in three very different local authorities.

11.30am A Word from Our Sponsor
Mark Butcher, Chief Executive, Local Government Funding Agency

11.45am End of Module One


Marketplace Day: Wednesday 20th October 2021

Today we run a series of six virtual discussion groups, each session will run only once. Feel free to attend as many or as few as you wish…

9.00am Revenue and Financing Policy reviews – led by Raymond Horan

10.00am Funding Impact Statement reviews – led by Raymond Horan

11.00am Valuation and Land Information Issues – led by Callum Taylor, Deputy Valuer-General, LINZ

12.00pm Break

1.00pm Māori Land Rating issues – led by Toni Wilkinson, Revenue Manager, Taupō District Council

2.00pm Targeted rate and SUIP Issues - Jacinta Straker, Chief Financial Officer, Horowhenua District Council

3.00pm Non-rateability and remission issues – led by Raymond Horan


Module Two: Thursday 21st October 2021 – The updates

9.30am Welcome to Module Two
Raymond Horan, Deputy Chief Executive, Taituarā

9.35am Valuation/Land Information Update
Neill Sullivan, Valuer-General, Land Information New Zealand

The annual update on developments in our tax base.

10.25am A Word from Our Sponsor

Nigel Hughes and Jordan Hughes, Ibis Information Systems

10.55am Five Minute Break

11.00am Legal Update
Jonathan Salter and Matthew Hill, Simpson Grierson

The annual update on statute, case law, and all the other tricky parts that come with running a taxation system.

12.00pm End of Module Two

Module Three: Friday 22nd October 2021

9.30am Welcome to Module Three

Raymond Horan, Deputy Chief Executive, Taituarā

9.35am Communicating the realities of rates
Sam Rossiter-Stead, Head of Communications and Engagement, Wellington City Council

10.25am Rates Rebates Update
Vaughan Miller, Manager – Operational Policy and Design, Department of Internal Affairs

10.55am VTR issues and practice

Jonathan Salter and Mathew Hill, Simpson Grierson

11.50am End of Module Three




Presenters

Neill Sullivan
Valuer-General, Land Information New Zealand Read Profile
Jonathan Salter
Partner, Simpson Grierson Read Profile
Toni Wilkinson
Revenue Manager, Taupō District Council Read Profile
Raymond Horan
Deputy Chief Executive, Taituarā Read Profile
Gary Borg
Chief Financial Officer, Wairoa District Council Read Profile
Janice Smith
Chief Financial Officer, Far North District Council Read Profile
Jacinta Straker
Chief Financial Officer, Horowhenua District Council Read Profile
Sam Rossiter-Stead
Head of Communications and Engagement, Wellington City Council Read Profile
Richard Hughes
Principal Specialist Auckland Plan Implementation Read Profile
Jordan Hughes
Product Manager, Ibis Information Systems Read Profile
Matthew Hill
Senior Associate, Simpson Grierson Read Profile
Stephen Halliwell
Principal, Workingsmarter Ltd Read Profile
Vaughan Miller
Manager Operational Policy and Design, Department of Internal Affairs Read Profile
Mark Butcher
Chief Executive Read Profile