“The Property Assessment Profession…More Than Just a Job”

FOUR POINTS by SHERATON HOTEL KINGSTON, ONTARIO

JUNE 23rd TO JUNE 25th, 2013

INSTITUTE OF MUNICIPAL ASSESSORS 57th ANNUAL CONFERENCE

EDUCATION - EXCELLENCE - PROFESSIONALISM

2013 IMA 57th ANNUAL CONFERENCE

2 Register and Pay Now At www.theima.ca/

The 2013 IMA Conference Committee invites you to The 57th Annual Conference “The Property Assessment Profession...More Than Just A Job”

This year we are excited to continue our tradition of education - excellence - professionalism, with three days of presentations and technically based workshops full of industry specific topics. The IMA Conference is a must for the property assessment and real estate appraisal industry. It is a perfect opportunity to collaborate with industry professionals in a dynamic environment. This is truly an event that is not to be missed.

Since 1957 the IMA has become the largest Canadian professional association representing members that are highly qualified and are widely recognized as some of the leading professionals in our industry. This year’s conference will be held in beautiful Kingston, Ontario, at the Four Points by Sheraton hotel. Located between Toronto and Ottawa, along the banks of the St. Lawrence River it is described as the gateway to the 1000 Islands, and is a city rich in history and culture. “Kingston has consistently been ranked an outstanding Canadian city. Boasting one of the best three downtowns and one of the best five cities to enjoy a round of golf, Kingston’s charms are setting national standards.” from www.kingstoncanada.com. Why not extend your stay and get to know Kingston! We look forward to seeing everyone in Kingston in June. Conference Committee:

Conference Co-Chairs: Carl Isenburg, M.I.M.A. and Greg Martino, A.I.M.A.

Fundraising Co-Chairs: David James, A.I.M.A. and Carey Stein, A.I.M.A.

Golf Tournament Co-Chairs: Sabrina Mandarello, A.I.M.A. and Lee Taylor, M.I.M.A. (Hon.)

Hospitality Chair: Sylvain St. Denis, M.I.M.A.

WHY ATTEND?

Expand your Professional development with industry specific presentations and valuable workshops Gain practical knowledge about the latest issues the assessment industry Develop valuable personal and business relationships Network with your peers Earn Continuing Professional Development hours with the Appraisal Institute of Canada, the Law Society of Upper Canada and the Institute of Municipal Assessors

Various types of registrations are available to suit all needs and budgets. Various options include one day to full conference registration, as well as, for social activities and events. Customize your registration to suit your individual preference. Be sure to check the IMA website often for registration rates, updates, and deadlines at www.theima.ca, or contact the IMA office directly by phone at (905) 884 -1959 or toll free at 1-877-877-8703 or by email at Info@assessorsinstitute.ca to inquire about these special group rates.

CONFERENCE REGISTRATION

Register and Pay Now At www.theima.ca/ 3

2013 IMA 57th ANNUAL CONFERENCE

MORNING SESSION - 8:30 am to 12:00 pm Welcome & Opening Remarks:

Colleen Vercouteren, M.I.M.A, President, Institute of Municipal Assessors Carl Isenburg, M.I.M.A., Annual Conference Co-Chair Greg Martino, A.I.M.A., Annual Conference Co-Chair

Greetings:

Mayor Mark Gerretsen, City of Kingston Robert Turner, President, International Association of Assessing Officers

J. Bradford Nixon, President, Canadian Property Tax Association

Keynote Speaker:

Brigadier-General (BGen) Eric Tremblay, Commander of the Royal Military College of Canada

Speakers:

Kenneth Hughes, President, Ontario Municipal Taxation and Revenue Association (OMTRA)

Speaker To Be Announced

Panel Presentation:

Topic: “The Need for Professional Standards”

The assessment profession has attained the level of professionalism wherein there is a necessity to have a uniform level of educational requirements, qualifications for membership and continuing education across Canada. That is the proposition that will be put forward to the experts. Join us for a cross-country panel of representatives from both the public and the private sector for an enlightening discussion of this most significant subject.

Chair: Jack Walker, Q.C., Walker Poole Nixon LLP

Panel: Irwin Blank, CEO, Saskatchewan Assessment Agency Jim Derbyshire M.I.M.A., Global President - Altus Group Connie Fair, President & CEO, British Columbia Assessment Kathy Gillis, CEO, Property Valuation Services Corp, N.S. Antoni Wisniowski, President & CAO, Municipal Property Assessment Corporation (MPAC)

Summary of Events - Monday June 24th

2013 IMA 57th ANNUAL CONFERENCE

4 Register and Pay Now At www.theima.ca/

Summary of Events - Monday June 24th

AFTERNOON WORKSHOPS - 1:30 pm to 4:30 pm

After lunch, break out sessions will include workshops on various topics. Delegates will have the opportunity to attend both concurrent onsite workshops A & B. Workshops C & D will be held off site and attendance will be limited and available on a first come, first serve basis only. To register for workshops C & D, please email: info@assessorsinstitute.ca and indicate your interest in one of the workshops.

Workshop A : “Assessment Case Law”

Chair: Frank Shea, Affiliate, Conway Davis Gryski Speakers: J. Bradford Nixon, Affiliate, Walker Poole Nixon LLP Peter Milligan, Affiliate, Miller Thomson LLP

Workshop B: “New ARB Rules and Procedures”

Chair: Terry Bishop, M.I.M.A, Executive Vice President, Altus Group Speakers: Carl Davis, Affiliate, Conway Davis Gryski Kenneth Hughes, President, OMTRA

Phil Sanford, McCarthy Tétrault LLP Lynda Tanaka, Executive Chair, Environmental and Land Tribunals of Ontario

Workshop C: “Royal Military College Tour and Valuation Session”

Chair: Jack Walker, Q.C., Walker Poole Nixon LLP Speakers: Robert Turner, President, IAAO Colin Boutin, Policy & Strategic Initiatives - Public Works and Government Services Canada

Workshop D: “Walking Tour of Historic Downtown Kingston and Valuation Session”

Chair: Carmelo Lipsi, A.I.M.A., MPAC Speakers: Don Hearn, M.I.M.A., Municipal Assessment Agency, NL Shelley Graham, MPAC

Register and Pay Now At www.theima.ca/ 5

2013 IMA 57th ANNUAL CONFERENCE

MORNING SESSION - 8:30 am to 12:30 pm

Opening Remarks:

Carl Isenburg, M.I.M.A., Annual Conference Co-Chairs Greg Martino, A.I.M.A., Annual Conference Co-Chairs

Speakers:

Dan Mathieson, Chair, Board of Directors, MPAC Speaker To Be Announced IMA Annual General Meeting:

Colleen Vercouteren, M.I.M.A

Special Presentations: Delegates will have the opportunity to attend one of the following special panel presentations:

1. “E-This and E-That: The Pitfalls of being Electronic ”

We are moving ever closer to an E-World. Paper is being pushed aside by tablets. How do we manage the data? How do we control the E-Forces? What are the implications for assessors in the modern world in terms of obtaining, managing, protecting and marshalling the data overload? Chair: Kenneth R. West, Affiliate, Walker Poole Nixon LLP Speakers: Dan Mathieson, Chair, Board of Directors - MPAC Anthony Percaccio, A.I.M.A, Director of Valuation Services - MPAC Jeff Young, President and CEO, iLookAbout 2. “Thinking Outside the (Big) Box – Evolution & Valuation of the Big Box Store” Overview of Walmart’s more than 50 year history will be discussed including: international real estate development, logistics and ad valorem assessment. Speakers will also discuss the evolution of big box retail, the economics behind the successes and failures and valuation challenges from the perspective of the assessor and the taxpayer’s representatives. Chair: Sandi Prendergast, M.I.M.A, Senior Director, Altus Group Speakers: John Glen, M.I.M.A., AEC International Charles Terrell, Director, Property Tax, Walmart, Arkansas Terry Tomkins, M.I.M.A.

Summary of Events - Tuesday June 25th

POST CONFERENCE SEMINAR:

“Cost Approach: Valuation of Industrial & Single Purpose Properties & Depreciation Analysis”

Tuesday June 25th upon closing of the Conference and Wednesday June 26th

For complete seminar information and registration information please visit www.theima.ca

The conference will conclude with closing remarks from the Conference Co-Chairs, as well as a boxed lunch.

2013 IMA 57th ANNUAL CONFERENCE

6 Register and Pay Now At www.theima.ca/

Social Activities and Events

2013 Annual IMA Scholarship Trust Fund Golf Tournament

Date: Sunday June 23rd, 2013 Time: To be determined prior to conference Location: Loyalist Country Club Cost: Golf Package Early Bird Rate (Before May 14th) $85.00 ($ 75.22 + 13% HST) After May 14th $99.00 ($ 87.61 + 13% HST) Golf and Dinner Package Early Bird Rate (Before May 14th) $147.00 ($130.09 + 13%HST) After May 14th $161.00 ($142.48 + 13% HST)

Dust off those clubs and come out and join us for a challenging round of golf. It’s a day filled with fun, connecting with peers and a little competitive sport. For complete registration details, please see registration brochure.

President’s Reception and Banquet “1000 Island Dinner Cruise”

Date: Monday June 24th, 2013 Time: Boarding Starts at 6:30 pm Cruise From 7:00 pm - 10:00 pm Location: Departs from Crawford Docks - Brock & Ontario Street Cost: Included with full conference registration Individual tickets maybe purchased separately

Join us as we set sail with the picturesque 1000 Islands as a backdrop for a fabulous evening of food, fun and entertainment, as we celebrate the 57th Annual Presidents Reception.

Welcome Dinner - Four Points by Sheraton Kingston

Date: Sunday June 23rd, 2013 Time: 6:00 pm - 10:00 pm Location: Four Points by Sheraton Kingston Hotel Limestone Ballroom Cost: Included with full conference registration Individual tickets maybe purchased separately

Come and join us for an evening of fun and entertainment as we kick off our 2013 Annual Conference. Mingle with friends and colleagues and enjoy a buffet dinner served in a comfortable causal atmosphere, followed by the golf award presentations and Silent Auction. Following the Welcome Reception Dinner be sure to attend the “Meet & Greet” Hospitality event.

Register and Pay Now At www.theima.ca/ 7

2013 IMA 57th ANNUAL CONFERENCE

Accommodation Information

General Information

Reservation Deadline is June 14th, 2013: Registrations received after this date will only be accepted based on availability and will be subject to a $25 administration fee

Group Discounts: The IMA is pleased to offer group discounts to employers who purchase multiple full conference registrations. Please contact the IMA office at (905) 884-1959 or Toll free at 1-877-877-8703 for further details.

Cancellations Policy: All cancellations must be made in writing to the IMA. Cancellations received up to June 14th, 2013 will be charged a $50 administration fee. Refunds cannot be processed after June 14th, 2013

Recertification: All daytime sessions and workshops qualify for recertification credits towards the IMA recertification Program. Other organizations/associations may grant credit towards their own professional development programs. Please contact the organization or association you are requesting credit from for more information.

A block of rooms have been reserved for the conference delegates at the following three hotels in Kingston. These block of rooms are being held up to May 24th, 2013. after this date, reservations are subject to availability and pricing.

NOTE: At the time of our conference, accommodation in Kingston is in extremely high demand. Therefore, it is strongly recommended that reservations be made at the earliest time. The IMA is unable to assist with accommodations after the May 24th 2013 reservation deadline.

The 2013 Conference Event Location Rates: Starting at $159.00 per night plus taxes Parking: $12/day per vehicle Deadline: Applicable until MAY 24th 2013 Reservations: Contact the hotel directly at 1-888-478-4333 or (613) 554-4434

or to register online at: www.theima.ca under the conference page Group Code: Quote group code “Institute of Municipal Assessors”

3 Minutes Walking Distance of Event Location Rates: Starting at $159.00 per night plus taxes Parking: $15/day per vehicle Deadline: Applicable until MAY 24th 2013 Reservations: Contact the hotel directly at 1-888-548-6726 or (613) 549-8100 Group Code: Quote group block code “IMA 2013”

6 Minutes Walking Distance of Event Location Rates: Starting at $174.95 per night plus taxes Parking: $10/day per vehicle Deadline: Applicable until MAY 24th 2013 Reservations: Contact the hotel directly at 1-877-660-8550 or (613) 549-8400 Group Code: Quote group block code “Institute of Municipal Assessors”

Formerly the Radisson Hotel

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:

Cheque for $______________________ is enclosed. (Payable to The Institute of Municipal Assessors)

Credit Card Number: Expiry Date:

Name on Card: Signature:

IMPORTANT INFORMATION

THREE EASY WAYS TO REGISTER AND PAY:

1. Register and pay online at www.theima.ca/ 2. Fax this form with payment information to (905) 884-9263 3. Mail this form with payment to the IMA Office at: 10720 Yonge Street, Suite 206, Richmond Hill, On L4C 3C9

REGISTRATION DEADLINE IS JUNE 14th, 2013: Registrations received after this date will only 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. Cancellations received up to June 14th, 2013 will be charged a $50 administration fee. Refunds cannot be processed after June 14th, 2013.

57th ANNUAL CONFERENCE JUNE 23rd - JUNE 25th, 2013

FOUR POINTS by SHERATON KINGSTON, 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

Full Conference Includes all Conference Events (Sessions, Meals and Refreshments)

$ 375 $ 495

Monday & Tuesday Day Only

Includes All Day Time Conference Events (Sessions, meals and refreshments)

$ 315 $ 425

Monday Only Includes All Day Time Conference Events (Sessions, meals and refreshments)

$ 240 $ 315

Tuesday Only Includes All Day Time Conference Events (Sessions, meals and refreshments)

$ 140 $ 190

Welcome Dinner * Includes buffet dinner, presentations, silent auction and D.J., followed by a Meet and Greet Hospitality Event

$ 55 $ 65

President’s Reception * President's Reception & banquet, “1000 Islands Dinner Cruise”

$ 75 $ 85

Quantity

Golf Tournament Registration is available separately on the IMA website