“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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Challenging the Status Quo: Collaboration as a Model for Change INSTITUTE OF MUNICIPAL ASSESSORS MARRIOTT - GATEWAY ON THE FALLS HOTEL NIAGARA FALLS , ONTARIO EDUCATION - EXCELLENCE - PROFESSIONALISM 58th ANNUAL CONFERENCE PROGRAM JUNE 22nd - 24th, 2014 2 2014 IMA 58TH ANNUAL CONFERENCE info@theima.ca Register Online: www.theima.ca(905)884-1959 1-877-877-8703 CONFERENCE AT A GLANCEThe 2014 IMA Conference Committee invites you to the 58th Annual Conference Larry Hummel, M.I.M.A. Casey Brendon, Affiliate Frank Shea, Affiliate 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.) A special thank you to all volunteers who help make each years conference a great success! Sunday June 22nd, 2014 12:00pm Annual IMA Scholarship Golf Tournament 6:00pm Welcome Dinner 10:00pm Meet and Greet Reception Monday June 23rd, 2014 - Morning Session 7:00 am Registration and Hot Buffet Breakfast 8:15 am General Session and Speakers 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 Officers 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 & Understanding their Interconnected Complexity Health Break Speaker: Scott Chandler, Cushman & Wakefield Topic: Portfolio Sales A look behind the Bricks & Mortar Speaker: Michael Clarkson, Award-Winning Author Topic: How to Worry Without Getting a Migraine Summary of Events IMA President Conference Co-Chairs 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 Tuesday June 24th, 2014 - Morning Session 7:00 am Registration and Hot Buffet Breakfast 8:15 am General Session and Speakers 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 2014 IMA Annual General Meeting Health Break Special Presentations: Delegates may attend one of the following: 1. Collaboration Through Social Media2. Mediation 101: Youve Heard About it Now See ItFor Yourself! Closing Dress Code: For Sunday evening the dress is casual. For Monday and Tuesday all events are business casual. http://www.theima.ca/home.cfm?id=565 3 2014 IMA 58TH ANNUAL CONFERENCE info@theima.ca Register Online: www.theima.ca (905)884-1959 1-877-877-8703 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. 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. 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: i. Ensure senior leadership commitment without which the status quo cannot be challenged andchange cannot happen.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.iii. Use examples from the global laboratory that help define and describe the nature of thechange as well as the benefits.iv. Anticipate common impediments such as regulatory approval periods, procurement cycles,accounting processes and -- perhaps most importantly - people who are resistant to change.v. Build momentum and value by identifying a series of quick wins that can be achieved early.Michael Trottier, Senior Associate, Executive Networks, The Conference Board of Canada Topic: Organizational Excellence: Emerging Status Quo 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. 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. 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. Art Vertlieb, Q.C., MacKenzie Fujisawa LLP Vancouver, British Columbia Topic: The Partner of Privilege is Responsibility KEYNOTE SPEAKERShttp://www.theima.ca/home.cfm?id=565 4 2014 IMA 58TH ANNUAL CONFERENCE info@theima.ca Register Online: www.theima.ca(905)884-1959 1-877-877-8703 George Carras, President, RealNet Canada Topic: State of the Property Markets & Understanding their Interconnected Complexity 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. 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. Scott Chandler, President and CEO, Cushman & Wakefield Topic: Portfolio Sales . A look behind the Bricks and Mortar SPEAKERSDan Mathieson, Chair, Board of Directors, Municipal Property Assessment Corporation Topic: Status of Assessment Services in Ontario Dan will provide an update on the state of assessment services in Ontario. IMA Annual General Meeting: Larry Hummel, M.I.M.A, President 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.) Continuing Professional Development (CPD) Program. All day time sessions qualify for CPD hours. Forms will be made available following each session and workshop. Michael Clarkson, Award-Winning Author Topic: How to Worry Without Getting a Migraine Michael will take a humourous look at worry and stress, and how to cope with changes of industry and society. Jim Diodati, Mayor, City of Niagara Falls Greetings: Sean Martin, CEO, Municipal Assessment Agency, NL Antoni Wisniowski, President & CAO, Municipal Property Assessment Corporation Paul Sanderson President, International Property Tax Institute Martin Marshall, President-Elect, International Association of Assessing Officers http://www.theima.ca/home.cfm?id=565 5 2014 IMA 58TH ANNUAL CONFERENCE info@theima.ca Register Online: www.theima.ca (905)884-1959 1-877-877-8703 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. Assessment Case Law: As the World Turns - Exploring the Rationale of Court Ratios 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. Chair: Christian Schulze, Affiliate, Schulze Douglas LLP Speakers: Shawn Douglas, Affiliate, Schulze Douglas LLP Dr. Richard Minster, Law Offices of Dr. Richard Minster Brad Teichman, Overland LLP 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. Chair: Karey Lunau, Affiliate, Certified Specialist, Conway Davis Gryski Speakers: Sean Martin, M.I.M.A., 1st Vice President, Institute of Municipal Assessors 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 Tour of Niagara-on-the-Lake: Valuation of Heterogeneous Heritage Properties 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. Chair: J. Bradford (Brad) Nixon, Affiliate, Nixon Fleet & Poole LLP Speakers: Janice Thomson, Executive Director, Niagara-on-the-Lake Chamber of Commerce 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 Estimating Abnormal Depreciation in a Mass Appraisal Setting 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. Chair: Kenneth R. West, Affiliate, Walker West Longo, LLP Speakers: Charles Johnston, AEC International Inc. Malcolm Stadig, M.I.M.A., Municipal Property Assessment Corporation Jeff Grad, Affiliate, Equitable Value Inc. AFTERNOON WORKSHOPSWorkshop B Workshop A Workshop C Workshop D http://www.theima.ca/home.cfm?id=565 6 2014 IMA 58TH ANNUAL CONFERENCE info@theima.ca Register Online: www.theima.ca (905)884-1959 1-877-877-8703 Presentation 2: Mediation 101: Youve Heard About it Now See it for Yourself! Part 1: Mediation Process: Speaker: Paul M. Iacono, Q.C., B.A., LLB, York Street Dispute Resolution Group Inc. 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. Part 2: Mock Mediation Presentation: Mediator: Charles A. Harnick, Q.C., B.A., LLB, LSM York Street Dispute Resolution Group Inc. Panelists: John OKane and Tristan Bock, M.I.M.A. - For the Ratepayer Karey Lunau, Affiliate and Connie Mesih - For the Municipality Phil Sanford & Karen Russell, M.I.M.A. - For the Municipal Property Assessment Corporation 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. Delegates will have the opportunity to attend one of the following special presentations: SPECIAL PRESENTATIONS Post Conference Professional Seminars Choose from Two dynamic topics: Seminar 1: Property Taxation in Ontario - Challenges & Practical Applications Seminar 2: Assessment Appeal Preparation Date: June 24th pm and June 25th am Presentation 1: Collaboration through Social Media 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, Chief Executive Officer, Municipal Tax Equity Consultants Other speakers to be announced http://www.theima.ca/home.cfm?id=565http://www.theima.ca/home.cfm?id=437 7 2014 IMA 58TH ANNUAL CONFERENCE info@theima.ca Register Online: www.theima.ca (905)884-1959 1-877-877-8703 A block of rooms has been reserved at: The Marriott - Gateway on the Falls Hotel 6755 Fallsview Boulevard, Niagara falls, Ontario L2G 3W7 Phone:(905)374-1077 Toll free: 1-800-618-9059 Fax: (905)374-6224 Special rates are available until: Sunday May 25, 2014 Reservations can be made online through the IMA website at: www.theima.ca/ or call 1-800-618-9059 and quote the group code "Institute of Municipal Assessors". Accommodation Information: Social Events Join us for a fabulous evening of food, fun and entertainment, as we celebrate the 58th Annual Presidents Reception. Enjoy panoramic views of both the Canadian and American falls while you enjoy an exquisite Italian themed menu. The event will also feature the musical styling of Mike Miano. Join us for an evening of fun and entertainment as we kick off our 2014 Annual Conference. Mingle with friends and colleagues and enjoy a buffet dinner served in a causal atmosphere, followed by the golf award presentations and Silent Auction. This year, we are pleased to welcome Mike Miano from Boston, Massachusetts. Mike is a signer/entertainer in the Boston area, performing regularly in clubs, restaurants and for private functions. Since 1975, his day time career has been in the field of property assessment and taxation. Mike will provide entertainment during the Sunday and Monday evening events. 2014 Annual IMA Scholarship Trust Fund Golf Tournament Dust off those clubs and come out and join us for a challenging round of golf. This years tournament is taking place: Sunday June 22rd, 2014 at Thundering Waters Golf Course It promises to be a day filled with fun, connecting with peers and a little competitive sport. For complete registration details, please see the Golf registration brochure. Welcome Dinner Presidents Reception and Banquet City view Room Single or Double Occupancy $149 Per Night plus tax Falls view Room Single or Double Occupancy $169 Per Night plus tax Following the Welcome Dinner, join us at the Meet & Greet Hospitality event from 10:00 pm - 12:30 am. Date: Sunday June 22rd, 2014 from: 6:00 pm - 10:00 pm Location: Marriott - Gateway on the Falls Hotel Meet & Greet Hospitality Event Date: Monday June 23rd, 2014 from: 6:00 pm - 10:00 pm Location: Edgewaters Restaurant and Terrace 6345 Niagara Parkway, Niagara Falls, Ontario http://www.theima.ca/home.cfm?id=565http://www.theima.ca/home.cfm?id=565http://www.theima.ca/home.cfm?id=661&action=publishedCONFERENCE REGISTRATION Name:______________________________________________________Member/Designation:____________NonMember:__________(AsitshouldappearonNameBadge)CompanyName:_______________________________________________OfficeLocation:_____________________________________MailingAddress:________________________________________________Suite/Floor:_________________________________________City:______________________________________________________Province:________________PostalCode:__________________DaytimePhone#:(_________)_______________________________Emailaddress:___________________________________________* Name of Additional ticket holder if different than above: IMPORTANT INFORMATION REGISTRATION DEADLINE IS JUNE 13th, 2014: Registrations received after this date will be accepted based on availability and will be subject to a $25 administration fee. CANCELLATION POLICY: All cancellations must be made in writing to the IMA office. Cancellations received up to June 13th, 2014 will be subject to a $50 administration fee. Refunds will not be processed after June 13th, 2014 due to commitments with the hotel. DIETARY REQUIREMENTS: Please notify the IMA office in writing of any special dietary requirements by June 14th, 2013 at info@theima.ca . Your request will be submitted to the catering department at the hotel. DRESS CODE: The dress code for Sunday evening is casual. Dress Code for Monday and Tuesday events is business casual. EVENT ADMITTANCE: Delegates and guests musts wear name badges at all times to ensure entrance to conference event. PHOTOGRAPHS: Photographs will be taken throughout the conference and may be used in future publications and events. 58th ANNUAL CONFERENCE JUNE 22rd - JUNE 24th, 2014 MARRIOTT GATEWAT ON THE FALLS NIAGARA FALLS, ONTARIO Group discounts are available to employers who purchase 5 or more full conference registrations. Contact the IMA office by phone at 905-884-1959 or toll free at 1-877-877-8703 for details. Subtotal$13%HST $GrandTotal$Event Registration Details Member Non-Member Quantity Full Conference Includes all Conference Events (Sessions, Meals and Refreshments) Monday & Tuesday Day Only Includes All Day Time Conference Events (Sessions, meals and refreshments) $ 350 $ 450 Monday Only Includes All Day Time Conference Events (Sessions, meals and refreshments) $ 260 $ 335 Tuesday Only Includes All Day Time Conference Events (Sessions, meals and refreshments) $ 150 $ 200 Welcome Dinner * Includes buffet dinner, presentations, silent auction & entrainment by Mike Miano, followed by a Meet & Greet Hospitality Event $ 55 $ 65 Presidents Reception * President's Reception & Banquet, Edgewaters Restaurant and Terrace $ 75 $ 85 $ 400 $ 525 Total Golf Tournament Registration is available separately on the IMA website Credit Card Number: Expiry Date: Security Code: Name on Card (please print) : Signature: Daytime Phone Number: ( ) Email Address: Payment options: 1. Online: www.theima.ca/ (Moneris Payment system used - credit card & debit accepted) 2. By Cheque: Return a copy of this form with payment *(Cheque payable to The Institute of Municipal Assessors) 3. By Credit Card: Return a copy of this form with credit card information by mail, fax or email 10720 Yonge Street, Suite 206, Richmond Hill, On L4C 3C9 Fax:(905)884-9263 Email: info@theima.ca Cheque* http://www.theima.ca/home.cfm?id=747&action=publishedName: MemberDesignation: Non Member: Company Name: Office Location: Mailing Address: SuiteFloor: City: Province: Postal Code: Daytime Phone: undefined_9: Email address: Quantity 525: Total 525: Quantity 450: Total 450: Quantity 335: Total 335: Quantity 200: Total 200: Quantity 65: Total 65: Quantity 85: Total 85: fill_39: fill_40: fill_41: Credit Card Number: Expiry Date: Security Code: Name on Card please print: Email Address: Name of Additional ticket holder if different than above: Cheque: Amex: Mastercard: Visa: Phone Number: Area code:

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