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

  • 01 Nov 2023-02 Nov 2023
  • 09:00 - 17:00
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  • James Cook Hotel Grand Chancellor, Te Whanganui-a-Tara Wellington, New Zealand
  • 950.00 (plus GST) Members
  • 1,100.00 (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 opens with some reflections on the funding (and other relevant bits) of the Future for Local Government, with a focus on the gamechangers.

This year we feature two case studies of council’s thinking outside the box. Tauranga City Council has established the first working scheme under the Infrastructure Funding and Financing Act 2021, hear how it got this up and running and what this meant for the rating function. Auckland Council will likewise share how it approached the development and judicial defence of the targeted rate on accommodation providers (and what happens next).

Elizabeth Hughes will present some tips and tricks for communications and rates to get the creative urges flowing ahead of the coming LTP.

And, of course, there’s the annual updates on legal and valuation matters coupled with the usual information sharing sessions to discuss the real bread and butter issues that you face as funding and rating practitioners. As well as the more usual collection, valuation, non-rateability, remission issues this year we have a session on the art of the ‘nudge’ in the rating function.

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

8:45 am Registration and tea and coffee on arrival

9.15am Mihi whakatau

9.30am Welcome to the forum
Forum Chair

9.40am The Future for Local Government report
Raymond Horan, Chief Advisor, Taituarā

Where had the panel landed? What’s good and what’s missing? What can the sector operationalise on its own.

10.40am A word from our sponsor: ibis Information Systems
Ian Butler, Sales and Commercial Manager, Ibis Information Systems Jamie Cunningham, Systems and Implementation Consultant Ibis Information Systems

11.00am Morning Tea

11.20am New Zealand’s First Working Infrastructure Funding and Financing Act Scheme
Frazer Smith, Manager Strategic Finance and Growth Tauranga City Council

The Infrastructure Funding and Financing Act was intended to provide an alternative source for project finance for critical infrastructure. This session deals with the first scheme to complete the necessary community, technical and political processes including how it was got off the ground how it operates and the implications for the rating system. 

This scheme was one of the entries in the 2023 LGFA Taituarā Local Government Excellence Awards.

12.05am Communicating the value from rates
Elizabeth Hughes, Managing Director, Elizabeth Hughes Consulting

Sage advice on communications and rating matters – practical tips for LTP and revenue and financing policy year!

12.50am Lunch

1.30pm Marketplace of Information Session One

Optional discussion groups – choose from:

  1. Behavioural insights and rates – session led by Raymond Horan, Chief Advisor, Taituarā
  2. Rating of Māori Land – session led by Fiona Scragg. Revenue Team Leader, Gisborne District Council
  3. Collection and enforcement – session led by Toni Wilkinson, Revenue Manager, Taupō District Council

2.30pm Marketplace of Information: Session Two

Choose another from the options presented at 1.30pm

3.30pm Afternoon tea

3.50pm Legal update
Representatives from Simpson Grierson

The annual update on statute and case law, with a focus on the rating function.

4.45pm A word from Our sponsor - LGFA
Representatives from the Local Government Funding Agency

4.55pm Summing up

5.00pm Drinks

Day Two

8.45am Welcome to day two

8.50am Is the Rating Valuations Act past its use by date – a user perspective
Jim Taylor, Manager Rating Policy and Revenue, Tauranga City Council

An update on the Tauranga City Council led review of the RVA

9.45am Valuation update

Neill Sullivan, Valuer-General, Land Information New Zealand
The annual update on developments in our tax base.

10.40am Morning tea

11.00am Marketplace of Information: Session Three

Optional discussion groups - choose from:

  1. Valuation and land information – session led by Jim Taylor, Manager Rating Policy and Revenue, Tauranga City Council
  2. Non-rateability and remission issues – session led by Fiona Scragg. Revenue Team Leader, Gisborne District Council
  3. Training for the rating profession: What Do We Need – session led by Sheryl Bryant, Workforce Development Manager, Taituarā

12.00pm Marketplace of Information: Session Four

Choose another option from the three listed under the 11.00am sessions.

12.55pm Lunch

1.40pm Taituarā update
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.

2.10pm A case study: the Accommodation Provider Targeted Rate
Andrew Duncan, Manager Financial Policy, Auckland Council

And to finish a case study on the introduction of the APTR rate and what happens next?

3.00pm Summing up and close of event


Raymond Horan
Chief Advisor, Taituarā Read Profile
Jamie Cunningham
Management Accountant Read Profile
Frazer Smith
Project Finance Manager Read Profile
Elizabeth Hughes
Elizabeth Hughes Strategy & Communication Read Profile
Fiona Scragg
Team Leader Revenue Read Profile
Toni Wilkinson
Revenue Manager, Taupō District Council Read Profile
Jim Taylor
Transactional Services Manager Read Profile
Neill Sullivan
Valuer-General, Land Information New Zealand Read Profile
Sheryl Bryant
Manager Workforce Leadership Read Profile
Andrew Duncan
Manager Financial Policy, Strategy and Planning, Auckland Council Read Profile