The annual professional development event for those who are responsible for, or who work in, the mission-critical rating function.

  • 27 Oct 2022-28 Oct 2022
  • 09:30 - 15:00
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  • Wharewaka Function Centre, Odlins Square, 2 Taranaki Street, Wellington, New Zealand
  • 835.00 (plus GST) Members
  • 960.00 (plus GST) Non Members
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About this event

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.

This year’s Forum has been timed to occur very shortly after the Future for Local Government Review Panel issues its draft report. This is an opportunity to hear how the Review Panel proposes that the system of local government changes, with an emphasis on changes to funding, asking questions, and helping Taituarā assess these parts of the report.

And as always there are 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.

Day one: Thursday 27 October 2022

9.15 am Mihi Whakatau

9.30 am Welcome
Raymond Horan, Chief Advisor, Taituarā

9.35 am Legal update
Jonathan Salter, Special Counsel, and Matthew Hill, Senior Associate, Simpson Grierson

The annual update on statute and case law, and on dealing with the more ‘out there’ claims and challenges to the lawfulness of rates.

10.35 am Rating of forestry: A case study
Gary Borg, Chief Financial Officer, Wairoa District Council

A session drawing on one outcome of Wairoa’s last review of its revenue and financing policy – the change to its differentials and the legal challenge to those decisions.

11.15 am Morning tea

11.40 am The Audit Office and rates
Jonathan Keate, Sector Manager, Office of the Auditor-General

The audit process and rates, what the auditors do and do not do, and what the office has picked up in reviews.

12.10 pm The rate-setting process – A group exercise
Discussion led by Raymond Horan, Chief Adviser, Taituarā

An exercise in quality assurance. Participants will review a set of documents for the fictitious Kiwi District Council and pick out the errors and discontinuities.

Documents will be sent to delegates 10 days before the forum to enable participants to prepare. It is the participant’s responsibility to ensure they get full value from this session by preparing and bringing their copies with them.

1.10 pm Lunch

1.50 pm The sector update
Raymond Horan, Chief Advisor, Taituarā

The annual update on all that’s happening in the legal and policy environments, Taituarā, and its good work for and on behalf of the sector.

2.20 pm Marketplace – session one

Choose from:

  1. Future for Local Government and funding
    Dr Mike Reid, Principal Policy Advisor, LGNZ

    An opportunity to toss funding related ideas in the LGNZ and Taituara hoppers.

  2. Targeted rates and SUIP issues
    Jamie Cunningham, Management Accountant, Gore District Counc

  3. WTF! (Way to fee-set)
    Raymond Horan, Chief Advisor, Taituarā

    Key messages from the newly revamped Taituarā guidance on fee-setting.

3.20 pm Afternoon tea

3.40 pm Marketplace – session two
Choose another session from the ones above.

4.40 pm Report back from the marketplace sessions
Marketplace leaders

4.55 pm A word from our sponsor: Ibis Information Systems
Jordan Hughes, Product Manager, and Ian Butler, Sales and Commercial Manager, Ibis Information Systems

5.25 pm Networking drinks

7.00 pm Dinner - brought to you by Ibis Information Systems

Day two: Friday 28 October 2022

8.40 am Welcome back
Raymond Horan, Chief Advisor, Taituarā

8.45 am Valuation/land information update
Neill Sullivan, Valuer-General, Land Information New Zealand

The annual update on developments in our tax base.

9.40 am Marketplace - session three

Choose from:

  1. Valuation and land information issues
    Jim Taylor, Manager Transaction Services, Tauranga City Council

  2. Collection and enforcement issues
    Raymond Horan, Chief Advisor, Taituarā

  3. Non-rateability and remission issues
    Jamie Cunningham, Management Accountant, Gore District Council

10.40 am Morning tea

11.00 am A word from our sponsor – Local Government Funding Agency (LGFA)
Andrew Michl, Senior Manager, Credit and Client Relations, LGFA

11.10 am Marketplace - session four
Choose another session from the ones above.

12.10 pm Report back from marketplace sessions
Marketplace leaders

12.25 pm Lunch

1.15 pm The Future for Local Government Panel’s draft report
Jim Palmer, Chair of the Future for Local Government Panel, Department of Internal Affairs

The panel will release its draft report today. It has previously identified a shift in funding “from beneficiary-based funding principles to ones that equitably support communities to thrive”. This appears to preface both a significant change in the way the sector thinks about funding policy as well as a change in the funding toolbox itself.

2.00 pm The FfLG draft report ‘On the Ground’- A panel discussion
Dr Mike Reid, Principal Policy Advisor, LGNZ
Stephen Halliwell, Managing Director, Workingsmarter
Philip Jones, Managing Director, PJ and Associates

Three sector experts give their verdict on the proposals and provide some areas to think about as you and your council prepare your responses.

3.00 pm Wrap up and announcement of 2023 location
Raymond Horan, Chief Advisor, Taituarā

3.15 pm Forum closes


Raymond Horan
Chief Advisor, Taituarā Read Profile
Jonathan Salter
Special Counsel , Simpson Grierson Read Profile
Mike Reid
Principal Advisor, Local Government New Zealand Read Profile
Jamie Cunningham
Management Accountant Read Profile
Jordan Hughes
Product Manager, Ibis Information Systems Read Profile
Neill Sullivan
Valuer-General, Land Information New Zealand Read Profile
Jim Taylor
Transactional Services Manager Read Profile
Andrew Michl
Manager, Credit & Client Relations Read Profile
Jim Palmer
Chair of Future for Local Government Review Panel Read Profile
Stephen Halliwell
Principal, Workingsmarter Ltd Read Profile
Philip Jones
Principal PJ & Associates - Chartered Accountant Read Profile
Jonathan Keate
Senior Solicitor/Sector Manager Read Profile
Linda Edwards
Read Profile