“challenging the status quo: collaboration as a model for ... conference program.pdf ·...

“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

[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 year’s 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 President’s 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 Media 2. Mediation 101: You’ve 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&action=published

3



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 and change 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 the change 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


4



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: Chair: Larry Hummel, M.I.M.A, IMA President Sergeant at Arms: Baljit Dhinsa Kaur, M.I.M.A. Parliamentarian: J. Bennett McBride, M.I.M.A.

Substantive CPD Requirement: Attendance at all other workshops or plenaries may be counted toward the Substantive CPD Requirement, with the exception of Workshop D: Tour of Niagara-on-the-Lake, and the General meetings.

Continuing Professional Development (CPD) Program. All day time sessions qualify for up to 9 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

Professional CPD Requirement: Workshop C: “Duty and Fair Play: Ethics in Times of Conflict” and presentation, “Collaboration Through Social Media” qualify for 1.5 hours each for Professional CPD Requirement.


5



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 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’ doesn’t 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 IMA’s 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 Johnstone, M.I.M.A., AEC International Inc. Malcolm Stadig, M.I.M.A., Municipal Property Assessment Corporation Jeff Grad, Affiliate, Equitable Value Inc.

AFTERNOON WORKSHOPS

Workshop B

Workshop A

Workshop C

Workshop D


6


[email protected] Register Online: www.theima.ca(905)884-1959 1-877-877-8703

Presentation 2: Mediation 101: You’ve 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 Association’s 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 O’Kane 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 Ontario’s 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 Dan Mathieson, Chair Board of Directors, Municipal Property Assessment Corporation


7



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 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

President’s 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

Conference Photographs This year conference photographs will be taken by Megan Whitworth.



CONFERENCE REGISTRATION

Name: ______________________________________________________ Member/Designation: ____________ Non Member: __________ (As it should appear on Name Badge)

Company Name: _______________________________________________ Office Location: _____________________________________

Mailing Address: ________________________________________________ Suite/Floor: _________________________________________ City: ______________________________________________________ Province: ________________ Postal Code: __________________ Daytime Phone#: (_________) _______________________________ E-mail address: ___________________________________________

* 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 [email protected] . 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 $

Grand Total $

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

President’s 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: [email protected]

Cheque*

“challenging the status quo: collaboration as a model for ... conference program.pdf ·...

Documents