Join CBV Institute and Family Dispute Resolution Institute of Ontario (FDRIO) for a joint seminar on hot topics in family law.  Three expert panels consisting of CBVs, a Judge and lawyers will provide attendees with key insights on independence of experts, practice issues and joint retainers.   Registration for the in-person session is limited to 70.  Register now to secure your spot!

Independence of experts: Fact vs Appearance
The panel will explore the importance of independence in fact and in appearance from a practical perspective. The panel will discuss:
• Review of criticisms of CBVs’ perceived lack of independence from various pertinent cases
• Judicial criticism of the discrepancies in conclusions between two CBVs. Does it automatically mean lack of independence? Could there be legitimate reasons for discrepancies in conclusions?
• Can instructions received from counsel impact on the independence of the CBV? What should the CBV do?
• Do judges, or legal counsel not sufficiently understand the role of the CBV and, if so, why there are discrepancies?
• What is needed to remedy this issue of perceived independence? What can CBVs do “better”?

Practice Issues
The panel will explore important and potentially controversial practice issues such as:
• Draft schedules for use that do not comply with CBV Institute reporting standards
• Calculation vs. estimate vs. comprehensive valuation reports
• How far can or should CBVs go in their opinions?
   o What’s the “fence” around a CBV’s expertise?
   o What is the appropriate role of the valuator?
   o When is the line crossed?
   o When are CBV’s opining on “the law” vs. following “the law”?
   o When is it appropriate for a CBV to select/favour a specific legal approach?
   o How does a CBV stay in their “expertise” lane?
• How can CBVs make their expert testimony as solid and useful as possible?
• New family law rules in Ontario regarding expert reports

Joint Retainers
The panel will discuss:
• How CBVs deal with conflicting instructions
• How to keep the peace between two sets of clients
• Joint retainers are a requirement in BC – what have the issues been; what’s working; pros and cons?
• Are other provinces going to adopt this practice?

More information 

Join the CBV Institute Toronto Workshop Committee and the American Society of Appraisers Eastern Canadian Chapter for this important, not to be missed seminar on ethics.

• Session 1 – Confidentiality and Privilege: What’s the Difference? What’s the Big Deal? – David Chodikoff, Partner – Miller Thomson LLP, Toronto
• David will talk about the differences between confidentiality and privilege, conceptually, practically and legally and why people are often confused about both.

• Session 2 – Navigating the Minefield of Legal and Ethical Issues Facing Appraisers/Business Valuators – Lela Hersh, President – Museum of Fine Arts Consulting, LLC, Chicago & Jeffrey W. Brend, Principal – Levin & Brend, P.C, Chicago
• A discussion between two appraisers, one of whom is a lawyer, of various situations appraisers/business valuators may find themselves in and what may be their recourse.

• Session 3 – Due Diligence and Ethics in Emerging Economies – Paul Jones, Principal – Jones & Co. LLP, Toronto
• The influence of emerging economies in growth is perhaps best Illustrated by the development of the acronym “BRICS” (Brazil, Russia, India, China and South Africa) in 2001. While there are good financial opportunities in these countries, the methods of doing business vary, and business people from the developed economies sometimes have difficulty determining how to conduct themselves. This presentation will discuss the social characteristics of emerging economies, their legal systems (most are civil law jurisdictions), compliance with export controls, sanctions and anticorruption legislation, and how to reduce your risks with due diligence reports on the back ground of your counterparties in emerging economies.

More information

The CICBV is pleased to present its inaugural Expert Witness Symposium.  This event will provide CBVs with the unique opportunity to learn from, and with, renowned CBVs, senior legal counsel, and a federal court judge in an interactive and practical format.  The Symposium will be of interest to CBVs who are looking to either brush up on, or develop, credible expert witness skills. Participants interested in attending this session should have some litigation support experience.

Space is very limited – don’t miss this fantastic opportunity to learn from the best!  Click here to review the full description of sessions and review presenter information.

Day 1 agenda (8:15 AM – 5:00 PM)

Expert Witness Roles and Responsibilities (Beyond the Box)

Knowledge is King – A Good Technical Base is Essential

a) Intellectual Property Cases/ Quantification of Damages & Accounting of Profits

b) New Tax Rules on Family Law

c) Quantification of Financial Losses in Class Action Matters

Expert Reports: Strategies & Key Principles

Reading the Room: How to Testify Convincingly – What Judges and Lawyers are Looking For 

a) The Expert Witness and the Judge – A Perfect Partnership – Honourable Judith A. Snider

Standing Up To Cross Examination

As of late, the valuation of intangible assets, and the calculation of impairment on such assets, have become hot topics in the United States and around the world.  Regardless of the market in which a CBV practices, these valuation issues demand specialized technical knowledge which enables a CBV’s work to stand up to the scrutiny of clients, auditors, and tax and regulatory authorities.  This comprehensive and practical one-day symposium will provide participants with a good working understanding of the theory underlying, and practical mechanics relating to, the valuation of intangible assets and related financial reporting issues, including purchase price allocations and goodwill impairment.

Click here to review the detailed agenda of this important, not to be missed one day symposium.  Registration is limited to 25 attendees.

This symposium was previously offered in Victoria, BC on June 15, 2016 and in Toronto, ON on November 4, 2016.

Course Material

Part 1 – Overview of Valuation for Intangible Assets

Part 2 – Cost Approach

Part 3 – Market Approach

Part 4 – Income Approach

Part 5 – Relief from Royalty Approach

Part 6 – Multi-period Excess Earnings Approach

Part 7 – Overview of Financial Reporting Standards

Part 8 – Case Study – PPA

Part 9 – The PPA Report and Best Practices

Part 10 – Impairment

Part 11 – Case Study – Impairment

As of late, the valuation of intangible assets, and the calculation of impairment on such assets, have become hot topics in the United States and around the world.  Regardless of the market in which a CBV practices, these valuation issues demand specialized technical knowledge which enables a CBV’s work to stand up to the scrutiny of clients, auditors, and tax and regulatory authorities.  This comprehensive and practical one-day symposium will provide participants with a good working understanding of the theory underlying, and practical mechanics relating to, the valuation of intangible assets and related financial reporting issues, including purchase price allocations and goodwill impairment.

Click here to review the detailed agenda of this important, not to be missed one day symposium.  Registration is limited to 30 attendees.

Part 1 – Overview and Introduction

Part 2 – Cost Approach

Part 3 – Market Approach

Part 4 – Income Approach

Part 5 – Relief from Royalty

Part 6 – MEEM

Part 7 – IFRS

Part 8 – PPA Case Study

Part 9 – PPA Reports

Part 10 – Impairment Analysis 

Part 11 – Impairment Case Study

As of late, the valuation of intangible assets, and the calculation of impairment on such assets, have become hot topics in the United States and around the world.  Regardless of the market in which a CBV practices, these valuation issues demand specialized technical knowledge which enables a CBV’s work to stand up to the scrutiny of clients, auditors, and tax and regulatory authorities.  This comprehensive and practical one-day symposium will provide participants with a good working understanding of the theory underlying, and practical mechanics relating to, the valuation of intangible assets and related financial reporting issues, including purchase price allocations and goodwill impairment.

Click here to review the detailed agenda of this important, not to be missed one day symposium. 

This ‘roundtable’ event is directed towards valuation practitioners working in small to mid-sized practices or valuation practice groups, and will provide a forum for discussion and collaboration on matters of mutual interest.  The facilitators will assist the participants in a discussion of areas of common interest, based on suggestions from the participants submitted prior to the roundtable and matters brought to the CICBV’s attention as of late.

REGISTRATION IS LIMITED TO 23 PARTICIPANTS.  REGISTER EARLY TO SECURE A SPOT.

A light breakfast will be served at 8:00 AM and the discussion will commence at 8:30 AM

Click here for more information

This ‘roundtable’ event is directed towards valuation practitioners working in small to mid-sized practices or valuation practice groups, and will provide a forum for discussion and collaboration on matters of mutual interest.  The facilitators will assist the participants in a discussion of areas of common interest, based on suggestions from the participants submitted prior to the roundtable and matters brought to the CICBV’s attention as of late.

REGISTRATION IS LIMITED TO 20 PARTICIPANTS.  REGISTER EARLY TO SECURE A SPOT.

A light breakfast will be served at 8:00 AM and the discussion will commence at 8:30 AM

Click here for more information

• Avoid doing too much unpaid consulting
• Learn how to ask potential clients for a commitment
• Create a systematic process for getting referrals
• Understand why people buy, and how to qualify or disqualify prospective clients quickly
• Develop a ‘sales awareness’ to sell yourself and your ideas

Not your typical sales training!
Many professionals are uncomfortable with the idea of ‘selling’, regardless of the fact that to develop and maintain business, you have to ‘sell’ your ideas, your services and company to your clients.
Sandler offers a proven and refined approach designed for professional service providers who need to build a client base.  This program is specifically designed to address the attitudes and behaviors essential to productive business development, as well as common stumbling blocks to success.  Lisa helps professional service providers build a sales awareness and the confidence to sell ethically and non-traditionally.

The Sandler Selling System® methodology puts the professional service provider in control of the selling process, and in doing so, eliminates the inefficiencies and manipulative techniques associated with traditional selling.

Due to the interactive nature of this 1-day seminar, class size is restricted to 15 attendees

Click here for more information