“Challenging the Status Quo: Collaboration as a Model for ... ??Challenging the Status Quo: Collaboration as a Model for Change ... M.I.M.A. Casey Brendon, ... Paul Sanderson

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<ul><li><p>Challenging the Status Quo: Collaboration as a Model for Change </p><p> INSTITUTE OF MUNICIPAL ASSESSORS </p><p> MARRIOTT - GATEWAY ON THE FALLS HOTEL NIAGARA FALLS , ONTARIO </p><p>EDUCATION - EXCELLENCE - PROFESSIONALISM </p><p> 58th ANNUAL CONFERENCE PROGRAM </p><p> JUNE 22nd - 24th, 2014 </p></li><li><p> 2 </p><p>2014 IMA 58TH ANNUAL CONFERENCE </p><p>info@theima.ca Register Online: www.theima.ca(905)884-1959 1-877-877-8703 </p><p>CONFERENCE AT A GLANCE</p><p>The 2014 IMA Conference Committee invites you to the 58th Annual Conference </p><p> Larry Hummel, M.I.M.A. Casey Brendon, Affiliate Frank Shea, Affiliate </p><p> Fundraising Co-Chairs Golf Tournament Co-Chairs Hospitality Chair David James, A.I.M.A. Sabrina Mandarello, A.I.M.A. Sylvain St. Denis, M.I.M.A. Carey Stein, A.I.M.A. Lee Taylor, M.I.M.A. (Hon.) </p><p>A special thank you to all volunteers who help make each years conference a great success! </p><p>Sunday June 22nd, 2014 12:00pm Annual IMA Scholarship Golf Tournament 6:00pm Welcome Dinner 10:00pm Meet and Greet Reception </p><p>Monday June 23rd, 2014 - Morning Session 7:00 am Registration and Hot Buffet Breakfast 8:15 am General Session and Speakers </p><p>Welcome and Introduction: IMA President and Conference Co-Chairs Greetings: Mayor Jim Diodati, City of Niagara Falls Sean Martin, M.I.M.A., Municipal Assessment Agency Antoni Wisniowski, Municipal Property Assessment Corp. Paul Sanderson, International Property Tax Institute Martin Marshall, International Association of Assessing </p><p> Officers </p><p>Keynote Speaker: Michael Trottier, Conference Board of Canada Topic: Organizational Excellence: Emerging Status Quo Speaker: George Carras, RealNet Canada Topic: State of The Property Markets &amp; Understanding their Interconnected Complexity </p><p> Health Break </p><p>Speaker: Scott Chandler, Cushman &amp; Wakefield Topic: Portfolio Sales A look behind the Bricks &amp; Mortar Speaker: Michael Clarkson, Award-Winning Author Topic: How to Worry Without Getting a Migraine </p><p>Summary of Events </p><p>IMA President Conference Co-Chairs </p><p>Monday June 23rd, 2014 - Afternoon Session 12:00 pm Buffet Lunch 1:30 pm Session Workshops: A - Assessment Case Law: As The World Turns - Exploring the Rationale of Court Ratios B - Estimating Abnormal Depreciation in a Mass Appraisal Setting C - Duty and Fair Play: Ethics in Times of Conflict D - Tour of Niagara-on-the-Lake followed by a session on the valuation of heterogeneous heritage properties 6:30 pm Presidents Reception and Banquet </p><p>Tuesday June 24th, 2014 - Morning Session 7:00 am Registration and Hot Buffet Breakfast 8:15 am General Session and Speakers </p><p>Keynote Speaker: Art Vertlieb, Q.C., MacKenzie Fujisawa LLP Topic: The Partner of Privilege is Responsibility Speaker: Dan Mathieson, Municipal Property Assessment Corporation Topic: Status of Assessment Services in Ontario </p><p> 2014 IMA Annual General Meeting </p><p> Health Break Special Presentations: Delegates may attend one of the following: </p><p>1. Collaboration Through Social Media2. Mediation 101: Youve Heard About it Now See It</p><p>For Yourself!</p><p> Closing Dress Code: For Sunday evening the dress is casual. For Monday and Tuesday all events are business casual. </p><p>http://www.theima.ca/home.cfm?id=565</p></li><li><p> 3 </p><p>2014 IMA 58TH ANNUAL CONFERENCE </p><p>info@theima.ca Register Online: www.theima.ca (905)884-1959 1-877-877-8703 </p><p>Michael Trottier is a senior associate of the Conference Board of Canada. He specializes in examining global trends in the ways the status quo is being challenged in light of the social, technological and economic realities confronting all governments. </p><p>He will discuss how challenging the status quo inevitably means disrupting sacred-cow programs or services, information technology or business processes, human resource practices and approval and accountability systems. </p><p>He will give examples of what he calls the emerging status quo, new ways of doing business that are emerging from the global laboratory. He will discuss five key success factors: </p><p>i. Ensure senior leadership commitment without which the status quo cannot be challenged andchange cannot happen.</p><p>ii. Present a business case for change that demonstrates a broad understanding of the financial,political, technical, human resources, business and customer pressures and impacts.</p><p>iii. Use examples from the global laboratory that help define and describe the nature of thechange as well as the benefits.</p><p>iv. Anticipate common impediments such as regulatory approval periods, procurement cycles,accounting processes and -- perhaps most importantly - people who are resistant to change.</p><p>v. Build momentum and value by identifying a series of quick wins that can be achieved early.</p><p>Michael Trottier, Senior Associate, Executive Networks, The Conference Board of Canada </p><p>Topic: Organizational Excellence: Emerging Status Quo </p><p>Professional status carries with it privileges and trust. It is essential that the professional carry on his or her practice in such a way as to ensure the continuance of that trust from the social structure within which the practice operates. How that trust is maintained is a complex, at times volatile and time consuming enterprise. This is especially true where the profession is self-governing and involves the health, wealth or welfare of society. </p><p>Mr. Vertlieb will discuss with us the parameters within which the necessary limitations and requirements are drawn, how they are implemented and enforced. His speech will be enlightening while at times humorous but always relevant. </p><p>Mr. Vertlieb served as the past president of the Law Society of British Columbia. He is a trial lawyer who has appeared in criminal and civil matters in all levels of court, including the Supreme Court of Canada. From 2010 to 2012 Mr. Vertlieb served as Commission Counsel to the Missing Women Commission of Inquiry which looked into the mass murder of vulnerable women from the downtown Vancouver, British Columbia. He also was the Commission Counsel for the Braidwood inquiry into the Robert Dzykanski case at the Vancouver airport. </p><p>Art Vertlieb, Q.C., MacKenzie Fujisawa LLP Vancouver, British Columbia </p><p>Topic: The Partner of Privilege is Responsibility </p><p>KEYNOTE SPEAKERS</p><p>http://www.theima.ca/home.cfm?id=565</p></li><li><p> 4 </p><p>2014 IMA 58TH ANNUAL CONFERENCE </p><p>info@theima.ca Register Online: www.theima.ca(905)884-1959 1-877-877-8703 </p><p>George Carras, President, RealNet Canada Topic: State of the Property Markets &amp; Understanding their Interconnected Complexity </p><p>2013 was one of the highest volume sales years in history, including two of the largest REIT IPOs ever in Canada and some astonishing pricing despite a sharp increase in bond yields. Scott Chandler will address the investor motivation and pricing reactions during the past year and so far in 2014. </p><p>Property markets are highly complex and are currently responding to wide range of forces coming from resources including changes in policy framework, capital market conditions, changes in the economy, technology and both users and investors. This session will provide insights into the current state of the market-sectors, where they have been and what the main drivers are for their future. </p><p>Scott Chandler, President and CEO, Cushman &amp; Wakefield Topic: Portfolio Sales . A look behind the Bricks and Mortar </p><p> SPEAKERS</p><p>Dan Mathieson, Chair, Board of Directors, Municipal Property Assessment Corporation Topic: Status of Assessment Services in Ontario </p><p>Dan will provide an update on the state of assessment services in Ontario. </p><p>IMA Annual General Meeting: Larry Hummel, M.I.M.A, President </p><p>The conference addresses substantive and procedural law, related skills or relevant non-legal topics for LSUC licensees requiring continuing professional development (CPD) hours. (Note: Approval by the LSUC for the above CPD hours is pending.) </p><p>Continuing Professional Development (CPD) Program. All day time sessions qualify for CPD hours. Forms will be made available following each session and workshop. </p><p>Michael Clarkson, Award-Winning Author Topic: How to Worry Without Getting a Migraine </p><p>Michael will take a humourous look at worry and stress, and how to cope with changes of industry and society. </p><p>Jim Diodati, Mayor, City of Niagara Falls </p><p>Greetings: </p><p>Sean Martin, CEO, Municipal Assessment Agency, NL </p><p>Antoni Wisniowski, President &amp; CAO, Municipal Property Assessment Corporation </p><p>Paul Sanderson President, International Property Tax Institute </p><p>Martin Marshall, President-Elect, International Association of Assessing Officers </p><p>http://www.theima.ca/home.cfm?id=565</p></li><li><p> 5 </p><p>2014 IMA 58TH ANNUAL CONFERENCE </p><p>info@theima.ca Register Online: www.theima.ca (905)884-1959 1-877-877-8703 </p><p>Afternoon Workshop A, B and C will be held onsite at the hotel. Workshop D is a tour of the historic village of Niagara-on-the-Lake. Attendance to Workshop D is limited and pre-registration is required through the IMA office at info@theima.ca. </p><p> Assessment Case Law: As the World Turns - Exploring the Rationale of Court Ratios </p><p>Please join Chris Schulze, Richard Minster, Brad Teichman and Shawn Douglas for a lively discussion and some candid views relating to recent developments in case law. The panel will provide you with the benefit of their collective experience in representing the three traditional parties in assessment litigation. </p><p> Chair: Christian Schulze, Affiliate, Schulze Douglas LLP Speakers: Shawn Douglas, Affiliate, Schulze Douglas LLP </p><p>Dr. Richard Minster, Law Offices of Dr. Richard Minster Brad Teichman, Overland LLP </p><p>Duty and Fair Play: Ethics in Times of Conflict We all understand our professional responsibilities in the abstract but what happens when the abstract comes face-to-face with reality? What if our client or employer disagrees with us, or we disagree with them? What if the other side doesnt seem to understand their professional responsibilities? What if my duty to my client or employer conflicts with my duty to the ARB? Our experienced panel will discuss these topics in the context of the IMAs new Code of Conduct. </p><p>Chair: Karey Lunau, Affiliate, Certified Specialist, Conway Davis Gryski Speakers: Sean Martin, M.I.M.A., 1st Vice President, Institute of Municipal Assessors </p><p>Carl Davis, Affiliate, Conway Davis Gryski Twila Roberts, M.I.M.A., Municipal Property Assessment Corporation Christopher Henderson, Legal Services, City of Toronto Sara Baxter, Revenue Services, City of Toronto Robert Brazzell, Vice President, Property Tax Consulting, Altus Group Sandi Prendergast, M.I.M.A., Senior Director, Altus Group </p><p>Tour of Niagara-on-the-Lake: Valuation of Heterogeneous Heritage Properties </p><p>A walking tour of the old town district of Niagara-on-the-Lake followed by a panel discussion by valuation experts of the assessment methodology associated with a heterogeneous and small market of historic properties. Particular reference will be made to commercial, residential and institutional properties. </p><p>Chair: J. Bradford (Brad) Nixon, Affiliate, Nixon Fleet &amp; Poole LLP Speakers: Janice Thomson, Executive Director, Niagara-on-the-Lake Chamber of Commerce </p><p>Paul Sanderson, President, International Property Tax Institute Martin Marshall, President Elect, International Association of Assessing Officers Lynne Cunningham, A.I.M.A., Municipal Property Assessment Corporation Rod Vatcher, M.I.M.A., Municipal Assessment Agency, NL </p><p>Estimating Abnormal Depreciation in a Mass Appraisal Setting </p><p>Every Assessor knows that Functional Obsolescence (FO) and External Obsolescence (EO) are integral components of the total depreciation that must be considered along with Physical Deterioration in determining Current Value when utilizing the Cost Approach. But how do you identify whether or not obsolescence exists, and even if you can identify it, how do you quantify the impact on value? Our panel will provide you with examples and perspec-tives on the identification and quantification of FO and EO in a mass appraisal environment. </p><p> Chair: Kenneth R. West, Affiliate, Walker West Longo, LLP Speakers: Charles Johnston, AEC International Inc. </p><p> Malcolm Stadig, M.I.M.A., Municipal Property Assessment Corporation Jeff Grad, Affiliate, Equitable Value Inc. </p><p>AFTERNOON WORKSHOPS</p><p>Workshop B </p><p>Workshop A </p><p>Workshop C </p><p>Workshop D </p><p>http://www.theima.ca/home.cfm?id=565</p></li><li><p> 6 </p><p>2014 IMA 58TH ANNUAL CONFERENCE </p><p>info@theima.ca Register Online: www.theima.ca (905)884-1959 1-877-877-8703 </p><p>Presentation 2: Mediation 101: Youve Heard About it Now See it for Yourself! </p><p> Part 1: Mediation Process: Speaker: Paul M. Iacono, Q.C., B.A., LLB, York Street Dispute Resolution Group Inc. </p><p>Paul Iacono, who is an internationally-recognized mediation expert and the recipient of the Ontario Bar Associations Award of Excellence in ADR, will introduce us to the mediation process. We will then put our new skills to work in an actual mediation. </p><p>Part 2: Mock Mediation Presentation: Mediator: Charles A. Harnick, Q.C., B.A., LLB, LSM York Street Dispute Resolution Group Inc. </p><p> Panelists: John OKane and Tristan Bock, M.I.M.A. - For the Ratepayer Karey Lunau, Affiliate and Connie Mesih - For the Municipality Phil Sanford &amp; Karen Russell, M.I.M.A. - For the Municipal Property Assessment Corporation </p><p>Our panelists are unable to agree on which properties are similar real property for equity purposes. If anyone can help the panel reach a resolution it is our renowned mediator, Charles Harnick. Charlie is a former Attorney General of Ontario where he was responsible for the creation of Ontarios Mandatory Mediation Program. </p><p>Delegates will have the opportunity to attend one of the following special presentations: </p><p>SPECIAL PRESENTATIONS </p><p>Post Conference Professional Seminars </p><p> Choose from Two dynamic topics: </p><p>Seminar 1: Property Taxation in Ontario - Challenges &amp; Practical Applications </p><p>Seminar 2: Assessment Appeal Preparation </p><p>Date: June 24th pm and June 25th am </p><p>Presentation 1: Collaboration through Social Media </p><p>Everyone today needs to constantly work toward being more efficient and more effective to remain competitive. We need to do more with less. Social media and technology can create a positive impact - such as increasing productivity, building relationships and positively affecting the bottom line. The panel will discuss new technology tools and address the skills we need to exploit social media tools and improve performance. Chair: Kenneth R. West, Affiliate, Walker West Longo, LLP Speakers: Perry Monaco, Strategic Product Consultant, LinkedIn Carla Y. Nell, A.I.M.A,...</p></li></ul>

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