Skip to content
Search
Seminars

RICS and IPTI 9th Annual Property Tax Seminar

Join for the 9th Annual RICS and IPTI Property Tax Seminar on  November 26, 2019

Twitter: #RICSAmericas

Date:
Tue 26 Nov 2019
Time:
07:00 AM - 10:00 AM
Venue:
The National Club, Main Dining Room, 303 Bay Street, Toronto, Ontario, M5H 2R1
CPD:
2 formal hours CPD

CA$85

Program

This year marks the 9th Annual RICS and IPTI Property Tax Seminar, Assessment & Taxation in Ontario: Looking forward in Ontario Property Tax to 2020 and beyond: Challenges and Realities.

The event will be held in the main dining room of the National Club on Wednesday, November 26, 2019. This year's panel is moderated by Jeff Grad, President, Equitable Value Inc.

This year's panel is moderated by Jeff Grad, President, Equitable Value Inc

7:30AM-8:00AM Registration and breakfast

8:00AM-9:00AM Panel 1: Practical Update on the Ontario Appeal Regime in 2020 and looking forwards, with a focus on:

  • Prospective New Board Rules,
  • Disclosures and Timing,
  • Settlement Conferences and Mediations, and
  • Potential New Requirements to Future Appeals
  • Commentary on Tribunals Ontario and Drivers for Change

Speakers:

  • Taxpayers – David Fleet, Ducharme, McMillan & Associates, Inc.
  • Municipalities – Grace Marsh, Town of Newmarket
  • Legal Community – Jeff Cowan, WeirFoulds LLP

9:00AM-10:00AM Panel 2 - Assessment 2020 – an update on current industry trends and pre-roll expectations and program review and comment

Speakers:

  • Carmelo Lipsi, VP, Chief Operating Officer, MPAC
  • Ryan Fagan, Executive Vice President, Altus Group
  • Paul Obara, Manager, Assessment Policy, Ontario Ministry of Finance

10:00AM Event closes

Included in the ticket price is an executive hot breakfast buffet service.

This event is eligible for 2 hours formal CPD

Sponsorship Opportunities

Gold Sponsor: $1,000 - logo placement on pre-event promotions and on-site event materials, logo and link to your corporate website on the event registration page, 6 complimentary tickets.

Bronze Sponsor: $500 - logo placement on pre-event promotions and on-site event materials, logo and link to your corporate website on the event registration page, 3 complimentary tickets.

If you are interested in sponsorship or for inquiries about the event, please contact Jackie Oppenheim at Joppenheim@rics.org 

Speakers

  • Jeff Grad is the President of Equitable Value Inc., a property tax consulting and valuation firm headquartered in Toronto, Ontario, Canada. He is also the Chair of the Ontario and Eastern Canada Chapter of the RICS executive, and member of the Ontario executive of the Canadian Property Tax Association. Jeff is a Chartered Professional Accountant (CPA, CA), a Chartered Business Valuer (CBV), a Chartered Valuation Surveyor (MRICS), and a Certified Appraiser (AACI). He formerly was an owner and managing director of a mid-sized Canadian boutique property tax consulting firm, and worked at two of the “Big Four” accounting firms in the income tax and business valuations departments.

  • Carmelo Lipsi is the Vice President Valuation & Customer Relations and Chief Operating Officer with the Municipal Property Assessment Corporation (MPAC). Over his 25 years in the business, Carmelo has utilized his broad range of experience in operations and strategic development to provide innovative leadership to numerous corporate initiatives including developing the framework for the 2020 Assessment Update.
    Carmelo holds an Honours Bachelor of Arts Degree from York University, Certificate Real Property Assessment from the University of British Columbia and is an accredited Member of the Institute of Municipal Assessors, holding the M.I.M.A. Accredited designation.

  • Paul is a proven public sector leader of high-functioning and resilient teams. In his role as the Assessment Policy Manager with the Ontario Ministry of Finance, he provides strategic leadership in the development of policies governing the assessment of properties, including broad policies that apply on a province-wide basis and policies that affect specific types of properties.  He is a graduated of the Arthur Kroeger College of Public Affairs with a bachelor’s degree in Policy Management and holds a master’s degree from Ryerson University in Public Administration.  He is also an Affiliate Member of the Institute of Municipal Assessors.

Price

  • RICS & IPTI Professionals & Candidates CA$85
  • Non-RICS & IPTI Professionals CA$100
  • Table of 9 CA$675
  • Visa

  • Mastercard

Event Sponsors

IAAO Event Sponsor

 

 

Toronto, ON

Please visit this link for details on parking.


CA$85