Join Tiara Letourneau, CEO of Rewrite Capital Advisors and Chair of Employee Ownership Canada for a deep dive into Employee Ownership Trusts. This webinar will include how EOT transactions are structured & funded, how governance functions post-transition, the role of a fair market valuation in EOT transactions and best practices that go beyond the legislation.

Join Ashok B. Abbott, Ph.D., COO at BVWV Inc., and Associate Professor of Finance at West Virginia University as he takes participants through his DLOM calculator. Professor Abbott will discuss: The Concept of Marketability and Liquidity Documentation and Defensibility Calculator Using Real Markets Data Applications

Join Kevin Zhao, CPA, CFA, Senior Engagement Manager and Santiago Munera, Consultant, at Sapling Financial Consultants as they equip Chartered Business Valuators with the knowledge to navigate the world of private equity transactions. Drawing on experience with PE-backed deals, this webinar will explore how private equity firms structure investments to maximize returns, and why understanding

Join David Clarke, Partner at Baker Tilly (Ottawa) for an engaging session that will cover the essential tax concepts that can have significant impact on valuation approaches and results. This webinar will have a strong focus on understanding how the tax system works to achieve integration through the layering of taxation regimes. Attendees can expect

Session 1: Judgment Day: Preparing for Court Join the Honorable Justice Arthur Gans (Ret.) and Martin Pont, CBV as they take attendees back to the basics and into the future as they discuss: Session 2 :  What Judges Really Think About Experts Join the Honorable Justice Arthur Gans (Ret.) and Ohran Gobrin, CBV as they

Session 1: Judgment Day: Preparing for Court Join the Honorable Justice Arthur Gans (Ret.) and Martin Pont, CBV as they take attendees back to the basics and into the future as they discuss: Session 2 :  What Judges Really Think About Experts Join the Honorable Justice Arthur Gans (Ret.) and Ohran Gobrin, CBV as they

This webinar explores the valuation of automotive dealerships using the Blue Sky approach, which emphasizes goodwill beyond tangible assets. Join Farid Ahmad (CEO of DSMA) and Maxime Theoret (CEO of DRIVE IP) as they walk through how adjusted net profit is multiplied by brand-specific industry multiples to arrive at dealership value. A key focus will

Join Ruby Williams as she explores the complexities and challenges faced by companies engaging in mergers and acquisitions during periods of economic uncertainty. This webinar will explore how external factors such as market volatility, geopolitical tensions, and changing regulatory landscapes influence the M&A process. Ruby will discuss strategic adjustments necessary for effective due diligence, emphasizing

Have you had your say on the Institute’s new Valuation Practice Standards (PS 100, 110, 120 and 130)?  The Institute is proposing significant revisions to the Valuation Standards, and re-defining Calculation, Estimate and Comprehensive Valuation Conclusions. The new standards raise the bar on work required for Calculation Valuation conclusions, ​include more guidance on certain areas

Join our panel of experts from Coldwater Corporate Finance as they discuss: Ray Gingras, JDFounder & President Chris Lewthwaite, CFAManaging Director Ryan Sprague, CPA, CAManaging Director

Join Stephen Lee (RSM) and Trevor Grzybowski (BBCG Claim Services) as they discuss two of the hottest topics across the insurance industry and for CBVs involved in insurance claims and dispute matters: cyber insurance coverage and cyber business interruption. Participants will gain an understanding of what the key issues are, why they exist and potentially

Join Robert Bezede, (Partner at Harmony Succession Partners), as he shares an inside look into how family-owned businesses are valued in the middle market by business buyers. Robert will talk about some of the unique cost normalizations & valuation considerations to accurately reflect the market value of a private business while sharing some real life

Finance and accounting professionals are asked to adapt to a rapidly changing workplace. Existing tools like Copilot and ChatGPT can automate tasks and improve workflows with minimal cost and complexity.  Join Tomas Milo (Director – Sigma Optimized) for this applied workshop, as he walks through practical examples, such as using Copilot in Excel as a

Join Brian Boulanger, Robyn Fiell and Jake Durante (ARC Financial Corp.) as they discuss how evaluation methods have changed over time, driven by industry shifts and macroeconomic factors in the oil and gas industry. Significant turning points have compressed valuations over time from a view to full potential reserves/ inventory & growth, to a more

In celebration of International Women’s Day, CBV Institute is hosting an inspiring Fireside Chat featuring Tanya van Biesen, President and CEO of VersaFi (Formerly Women in Capital Markets) and Dr. Christine Sawchuk, President and CEO, CBV Institute. The discussion will focus on advancing gender equity in the world of finance. Tanya, a prominent leader with

Finance professionals and business valuation specialists are increasingly asked to do more with less, especially when it comes to data. Programming with Python can bridge that gap.  Join Tomas Milo (Director, Sigma Optimized) as he starts with the basics of Python so beginners can follow along. Then, he’ll show you step-by-step how to download and

Join Brad Jesson (Principal Family Office Advisory at a multi-family office) and Shyam Baskaran (Director of Investments at a single-family office), as they provide an overview of what a family office is, types of family offices that exist, the current family office landscape in Canada and globally, and how Chartered Business Valuators are uniquely well-positioned

Exploring the who/what/where/when/why and how of AI, this webinar will dive into what types of technology have impacted valuation services and how you can work alongside innovations to become more efficient and generate more revenue. Presented as a conversation between a technology professional and a CBV, you will learn the foundation of AI tools, including how

Join Martin Pont, founding partner of ap Valuations, as he reviews a number of relatively complex issues in the calculation of income pursuant to the Federal Child Support Guidelines and best practices with respect to the preparation of an Expert Report.  Some of the issues Martin will review are: About the Presenter – Martin S. Pont,

From valuation practitioner to a valuation tech enthusiast, join Abhishek Pandey (Deputy CEO & Co-founder at 73 Strings) as he discusses what were the key drivers that led to the launch of 73 Strings with his co-founders?  This webinar will discuss the indispensable role of technology in modern valuations, highlighting the integration of AI into

Join Kyle Kreppenhofer from Ashdown Capital as he provides chartered business valuators with an overview of the unique aspects of acquisition financing that impact valuation. He’ll introduce Ashdown Capital, covering our mission and approach, and then explore market trends, common financing challenges, and their implications for business valuations. Through practical insights and examples, attendees will

Prereadings: DealStats Companion Guide Identifying comparable companies in a new platform can be daunting. Understanding how the data provider captures and reports information can compound this. This presentation provides attendees with the information they need to know about DealStats, a valuable resource in an appraiser’s market approach. The presentation will include a background on the

Join Tomas Milo as he takes registrants through a review of key features and examples to show how Power Automate can be used to automate repetitive work and reduce errors. By attending, you’ll understand how automation frees up time for more important, high-value work. Learn how Microsoft Power Automate can help you automate repetitive tasks.

Expropriation.  You may have heard the term, but do you know what it means and how a CBV can assist in expropriation matters?  Join Paula Frederick (Principal, Cohen Hamilton Steger & Co. Inc.), Heather Jones (Partner, Gowling WLG Vancouver) and, Mila Badran (Partner, Gowling WLG Montreal) as they take participants through the expropriation process and

Join Bryan Yu, Chief Economist for Central 1 Credit Union as he provides attendees with his annual economic review, taking a look at highlights of 2024 and outlook for 2025. While Bryan focuses on BC, his session will provide attendees with a temperature reading of what can be expected nationally.

Chartered Business Valuators can play a crucial role in litigation cases by collaborating, even when they represent opposing sides.  Join Louise Poole (Partner, Davis Martindale), Antonina Wasowska (Principal, Cohen Hamilton Steger) and Erin Crawford (Partner, McCarthy Hansen) as they discuss best practices for CBVs to understand each other’s perspectives, reconcile differences and prepare joint statements.