Below are the proposed amendments to the IAO Constitution and Bylaws. Please review them carefully before voting. Each amendment will appear on the ballot in an abbreviated form.
Patrick J. Duffy, IAO, was born in Albany and raised in the Town of Colonie (Albany County). Having previously served as the assessor for the Towns of Cicero (Onondaga County) and West Monroe (Oswego County), Pat currently serves as the Assessor for the Town of Manlius (Onondaga County).
After serving in the US Army, Pat went to work in the reval business starting as a data collector, and advancing on as a residential, farm, and commercial appraiser; he ultimately became a project manager. His work took him from the Adirondack north country to the southern tier of Broom County, and from Monroe County in the west to Dutchess County in the east, giving him broad insight to the challenges of being an assessor.
In 1996, he tested for and earned his IAO designation from the Institute of Assessing Officers (IAO).
Pat was elected to the Executive Board of the New York State Assessors’ Association in October of 2000. He has served on a variety of committees prior to his election as President of the New York State Assessors' Association in 2005.
Having completed his time on the Executive Board, Pat was elected to the Institute of Assessing Officers Board of Trustees in 2008. With the retirement of Tom Frey, FIAO, Pat was selected to fill a “big pair of shoes” as the Executive Director of the New York State Assessors’ Association; he served here until 2016.
Not one to sit idly “on the sidelines,” Pat accepted an appointed to fill a vacancy on the Board of Trustees for the John Way-John Costello Memorial Education Fund, where he serves today.
Patrick is an active instructor for the IAO. He has “covered all the bases” by teaching at Cornell, the NYSAA annual conference, and numerous one-day seminars.
Patrick currently serves on the RPS Governance Committee, RPS V4 Change Control Board, the Valuation Issues Team, as well as the editor of the “IAO Journal.”
My name is Brian Phelps, IAO and I have been serving as the City Assessor for the City of Watertown in Jefferson County for the past 18 years. Prior to my current role, I was a member of a three-person elected Board of Assessors. Additionally, I have held appointed positions in two other towns spanning 3 Counties. Over the last four years, I've had the distinct pleasure of being a part of your IAO Board of Trustees.
Within a few months of assuming office as a Trustee, the world came to an abrupt halt with the emergence of the Covid-19 virus. After the initial concerns for the safety of our loved ones subsided, we began to address less urgent matters, such as how the IAO would continue to provide educational opportunities to the assessment community.
From this challenge emerged our organization's capacity to offer remote and hybrid learning. I take great pride in my role in helping to harness technology to quickly implement a highly cost-effective strategy for providing these innovative learning options. Only by staying agile and adaptive can our organization continue to ensure our members are equipped with the knowledge and tools necessary to excel in the constantly evolving landscape of our chosen profession.
While the challenges facing the IAO today might not be as catastrophic as a pandemic, they still require the same level of creative thinking to find effective solutions. I am dedicated to actively contributing to the process of identifying and implementing these solutions.
William S. Purtell, IAO, (Bill) lives in the town of Glenville in Schenectady County. He is a lifelong resident of the Albany area and has been the assessor for the town of Glenville for over 9 years. He began his career in the mortgage business, before embarking on a career as a residential real estate appraiser in 1990. Earning his NYS certification as a residential real estate appraiser in 1991, he formed his own appraisal company in 1993.
Within the past 9 years, Bill earned the IAO designation in 2016 from the Institute of Assessing Officers and earned the SRA designation in 2019 from the Appraisal Institute. Bill is active in the assessment community and, in addition to serving on several committees, is currently the President of the Albany-Schenectady County Assessors Association (since 2016), a one-day seminar instructor for NYSAA, a DOS approved instructor, a former ACES Pilot, and a former One Day Seminar Coordinator for the Institute of Assessing Officers.
According to Bill, “In becoming an assessor, I have found the perfect complement to my professional career. The support and the friendship, along with the professional contacts I have made in my short tenure have served me well and if there is a way for me to help any fellow assessment professional, I am eager to do so. I believe education is paramount to the success of our membership and the better educated all our members become, the more our profession will benefit.”
Some of Bill’s goals for the IAO include more in-depth instruction by formulating a multi-level curriculum approach to various topics like Exemptions, Administration, and Valuation Courses (both residential and commercial). Additionally, since the Institute of Assessing Officers is an official DOS approved school for Real Estate Appraisal Continuing Education, it would be advantageous for our members to develop more classes that qualify for DOS credits (for both CE and qualifying courses).
My professional, team-oriented approach, along with significant other experience directly related to real estate appraisal, would serve our membership in a positive fashion. Quality educational offerings, adapted as needed, are essential. My additional background as both a business owner and as a residential real estate appraiser, makes me confident that I can offer a positive & professional contribution to the board of trustees.
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