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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

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2014 IMA 58TH ANNUAL CONFERENCE
[email protected] Register Online: www.theima.ca(905)884-1959 1-877-877-8703
CONFERENCE AT A GLANCE
The 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 It
For 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

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[email protected] 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 SPEAKERS

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[email protected] 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
SPEAKERS
Dan 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

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[email protected] 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 [email protected].
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 th

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