The Montreal Workshop Committee invites you attend a much-awaited social and networking event on Tuesday December 9, 2025. Please join us to connect or reconnect with fellow valuators and to celebrate the successful Membership Qualification Exam writers.
The Toronto Workshop Committee invites you attend a much-awaited social and networking event on Monday December 2, 2024. Please join us to enjoy connecting or reconnecting with fellow valuators and to celebrate the successful Membership Qualification Exam writers. Christine Sawchuk, CBV Institute’s President & CEO will also provide attendees with an update of Institute activities,
The Montreal Workshop Committee invites you to attend the annual holiday social and networking event on Tuesday December 3rd. Please join us in connecting or reconnecting with fellow valuators and to celebrate the successful Membership Qualification Exam writers. We look forward to seeing you. Register early so as not to miss this must-attend event of
Join us in person at this signature event in Halifax, dedicated to leadership in business valuation. Get the latest thinking and insights to advance valuation expertise and confront an ever-changing business environment. Registration is open to CBVs and Students, other valuation professionals, business leaders and interested professional associations and organizations. The State of the Atlantic
Join Grant Wallace, Partner at Relay Transition Partners, as he takes participants through an M&A market update focused on private company transactions in Canada. Grant will review current trends in deal pricing, leverage multiples, transaction processes and the dynamic between buyers and sellers, as well as talk through the outlook for 2024. This webinar is
The Montreal Workshop Committee invites you to attend the annual holiday social and networking event on Wednesday December 6, 2023. Please join us in connecting or reconnecting with fellow valuators and to celebrate the successful Membership Qualification Exam writers. We look forward to seeing you on December 6th! Register early so as not to miss
The BC Workshop Committee invites you to attend the annual holiday social and networking event on Wednesday December 6, 2023. Please join us in connecting or reconnecting with fellow valuators and to celebrate the successful Membership Qualification Exam writers. We look forward to seeing you on December 6th! Registration includes two drink tickets as well
Join the BC Workshop as they welcome Bryan Yu, Chief Economist for Central 1 Credit Union. Bryan will provide attendees with his annual BC economic review of 2023 and outlook for 2024. While Bryan focuses on BC, his session will provide attendees with a temperature reading of what can be expexted nationally. The webinar is
Our esteemed panel will discuss the following topics, as well as any topics submitted in advance by attendees: Panelists:
You’re invited! The BC Workshop Committee invites you to jump into June at the East Side Lounge at Rogue. This is a great networking opportunity to connect or reconnect with fellow valuators. You are welcome and encouraged to invite your colleagues or other prospective members interested in learning more about the Chartered Business Valuator designation.
The BC Workshop is proud to have RBC’s Mid-Market M&A team join us for this webinar, as they provide valuable insight on the Canadian private company M&A landscape, including activity levels, transaction influences and valuation metrics. Greg Wright, Managing Director & Head, Western Canada – RBC Mid-Market M&A – Greg is responsible for the Western
Join us in-person for breakfast and a fantastic networking opportunity to celebrate International Women’s Day. In addition to breakfast and networking, we will view, as a group, the dynamic webinar being offered by CBVI, “CBV Institute celebrates International Women’s Day with May Hagerman: The Black Belt Portfolio Manager”. Space is limited. Please register early
Join Bryan Yu, Chief Economist for Central 1 Credit Union, as he provide attendees with his annual BC economic review of 2022 and outlook for 2023. All Members and students can register for this event.
The BC Workshop Committee invites you to join us for a much-awaited social and networking event on Wednesday December 7, 2022. Please join us in connecting or reconnecting with fellow valuators and to celebrate the successful Membership Qualification Exam writers. We look forward to seeing you on December 7th! Registration includes a drink ticket as
The Montreal Workshop Committee invites you to join us for a much-awaited social and networking event on Wednesday December 7, 2022. Please join us to enjoy connecting or reconnecting with fellow valuators and to celebrate the successful Membership Qualification Exam writers from 2020 to 2022. Register early so as not to miss this must-attend event
Join Grant Wallace, Managing Director, CIBC Mid-Market Investment Banking, as he takes participants through an M&A market update focused on private company transactions in Canada. 2021 was a bounce-back year for M&A deals – Grant will review current trends in deal pricing, leverage multiples, transaction processes and the dynamic between buyers and sellers, as well
It’s finally time to connect in-person and network! Join Bryan Yu, Chief Economist for Central 1 Credit Union, as he provides attendees with his annual BC economic review of 2021 and outlook for 2022. Registrants will be required to provide proof of vaccination status prior to entering the event space.
Join the BC Workshop Committee as they welcome Grant Wallace, Managing Director, CIBC Mid-Market Investment Banking, as he takes participants through an M&A market update focused on private company transactions in Canada. He will review the trends he has been seeing in CIBC’s transactions including valuation levels, leverage multiples, and an overview of the types
Join the BC Workshop Committee as they welcome Bryan Yu, Chief Economist for Central 1 Credit Union, who will provide attendees with his BC economic review of 2020 and outlook for 2021. As Central 1’s Chief Economist, Bryan Yu leads a team of economists conducting macro- and regional economic analysis for the organization and the
Two personal injury lawyers (one plaintiff and one defence) and a CBV will explore a variety of topics including report best practices, tips and tricks, cross examination/expert witness, how best to support assumptions/loss theories, noteworthy reported decisions, and annuity rates in medical malpractice future cost of care cases. This webinar is presented by the Toronto
8:05 – 8:45 ATLANTIC : What next for the Atlantic Canadian economy? Ian Munro, Chief Economist – Halifax Partnership Join Ian Munro as he reviews the state of Atlantic Canadian economies before COVID-19, assesses the impacts of the pandemic, and discusses the key factors that will determine how quickly and how well we will rebound.
Join David Tupper (Partner at Blakes) as he discusses the role of the valuator in the courts, including best practices to assist council effectively and ensure that the valuator remains faithful to his duty to the court. David will also discuss his experiences and the lessons learned from his interactions with experts of the court.
Registration is limited to 30. Register now to secure your spot!
Join Eleanor Joy, FCBV, a Member of the Membership and Standards Recognition Board of the International Valuation Standard Council, as she takes participants through an overview of International Valuation Standards (IVS). She will start with a brief introduction of the International Valuation Standards Council (IVSC), including what the IVSC is, what the IVSC does and the various IVSC boards that exist. Eleanor will provide an overview of IVS and how CBV Standards compare to IVS. She will also discuss the potential implications of IVS adoption by the CBV Institute.
Join Caroline Philon, Associate Vice-President, Pharmacies Group, National Bank of Canada, as she discusses:
Join Helmut Pastrick, Chief Economist for Central 1 Credit Union, as he provides attendees with his annual BC economic review of 2019 and outlook for 2020.
The Calgary Workshop Committee invites you to join us for a highly anticipated social and networking event on Wednesday December 11, 2019. Please join them to connect or reconnect with fellow valuators, celebrate the students success and enjoy the merriment of the upcoming holiday season.
Registration is limited to 40. Register now to secure your spot. The cost includes hors d’oeuvres and one non-alcoholic beverage.
The Montreal Workshop Committee invites you to join us for a much-awaited social and networking event on Wednesday December 11, 2019. Please join us to enjoy connecting or reconnecting with fellow valuators and to celebrate the students success.
Complex capital structures are becoming more and more prevalent in the private sector, and thus, it is imperative to know this component of valuation to stay ahead of the curve. The following is a synopsis of the topics that will be addressed:
Presenters: Gregg Hamilton-Piercy, CFA, ASA & Tom Hamilton-Piercy, CFA – MFA Global, Montreal
Registration is limited to 60 attendees
Join Jozef Hubburmin, CFO of the Fresh Direct Produce Group of Companies as he provides a compelling presentation on driving value from the company’s perspective. Fresh Direct Produce has generated over 300% sales growth in the past decade along with stellar growth in profits. Jozef will demonstrate how growth in a mature food industry sector comes not from luck but from a continuous cycle of planning and execution by team fueled by the right cultural tendencies.
Please join us as Ozge Uncu, Senior Manager, KPMG Vancouver, explains what analytics, big data and artificial intelligence is and how analytics capabilities might evolve in complexity and impact moving forward. Additionally, some concrete examples will be provided with respect to the impact analytics has on business, including changes in how one might approach assessing the value of a company.
Franchising is one of the most common forms of business in Canada. There are currently 75,000 franchised businesses operating in a variety of sectors, and the Canadian Franchise Association lists franchises in over 40 different industries.
In this presentation, Ephraim Stulberg, CPA, CA, CBV, CFF (partner, Matson, Driscoll and Damico) will discuss some of the aspects that make quantifying damages or business value involving either franchisors or franchisees unique. Some of these factors are a function of specific statutes that exist in many provinces; others are driven by the content of the franchise agreement.
The presentation will begin with a brief overview of the franchising business model: what is a franchise, and what are some of the common characteristics of franchise agreements and the franchisor-franchisee relationship that make this model different from other forms of business. It will go on to cover the following topics:
Join Grant Wallace, Managing Director, CIBC Mid-Market Investment Banking, as he takes participants through an M&A market update focused on private company transactions in Canada. He will review the trends he has been seeing in CIBC’s transactions including valuation levels, leverage multiples, and an overview of the types of buyers and sellers. Grant will also discuss the effect that private equity is having on the market, and factors that makes companies more attractive and valuable to potential buyers.
Join Ryan Kerr (Avison Young) and Garth White (Avison Young) for an in-depth look at the industrial real estate market in Metro Vancouver.
Metro Vancouver’s industrial market has been unable to keep pace with ongoing demand from e-commerce uses, logistics/distribution firms and light manufacturers despite the regional inventory growing by almost 5% in the past 36 months.
With rental rates and valuations skyrocketing as new supply is unable to alleviate record low vacancy, this panel explores the implications of these recent trends on the market. Will supply catch up with demand? Will developers explore multi-level warehousing to justify the soaring cost of land and construction? How are industrial businesses coping or reacting to the implications of this unprecedented market place? This presentation will explore all of this, as well as what opportunities lie in the coming for this sector of commercial real estate.
Join Christian Coté, Denys Goulet and Frédéric Lamonde as they discuss technical business valuation topics and specific cases observed in their professional practice. The purpose of the presentation is to share their experiences with the community of business valuation experts. The audience will also be invited to participate in the discussions and to address questions to the panelists. The panel will be moderated by Dominique Normand.
Overview of the topics covered
Join the BC Workshop as they welcome Helmut Pastrick, Chief Economist for Central 1 Credit Union, who will provide attendees with his annual BC economic review of 2018 and outlook for 2019.
The Montreal Workshop Committee invites you to join us for a much-awaited social and networking event on Wednesday December 5, 2018. Please join us to enjoy connecting or reconnecting with fellow valuators and to celebrate the students success.
Space is limited to only 70 individuals. Register early so as not to miss this must-attend event of the year!
Michael Dingle, PwC National Deals Technology Leader and Kiki Anadu, Vice-President – PwC Valuations will provide a lively and interactive session on current trends in the technology environment and what that means with respect to valuation approaches. This session will draw on recently published research data, which highlights VC funding in various technology companies from seed stage to later stage and within verticals ranging from AI to fintech. This presentation will be of interest to participants and notional valuators looking to get a broader understanding of technology deal activity in Canada and the impact on how valuations are approached.
The Collaborative Process is an effective alternative to traditional adversarial divorce. With Collaborative Divorce, the parties agree from the start that they will:
Collaborative Divorce gives the parties a positive way forward. It is a proven process for moving the parties past conflict to resolution. Even if there’s a lot of anger and the parties have tried other ways to reach resolution (such as court or mediation), the Collaborative Process can help the parties reach agreement. Collaborative Divorce gives the parties the legal, financial and emotional support to make sound decisions and move on with their lives.
Join Jon Lazar, Partner at Watson Goelpel, as he aims to provide insights on the Collaborative Divorce Process, how it differs from a court-based divorce and whether the collaborative divorce process is right for your clients.
Click here for more information
The Calgary Workshop Committee would like to invite you to join them on September 20, 2018 for an afternoon of golf, fun and a chance to get to know other CBV Members and students in the Calgary area. The Texas Scramble format will allow for all skills levels to join in and ensure a fun and social setting, followed by a dinner at the Lynx Ridge clubhouse. We look forward to seeing everyone there!
Join Keiju Yamasaki and Kuljeet Manj from the BMO Corporate Finance Division, as they provide an overview of their approach to financing acquisitions in the upper mid-market. The presentation will highlight recent transaction trends in the senior debt M&A market and key considerations in structuring leveraged financing.
Click here for presenter’s bios.
The valuation of a business interest can be key in proper estate planning, including in the application of the 21-year deemed disposition rules. This presentation will provide an overview of issues facing the valuation of a business interest held by a trust in the context of a recent case, Ozerdinc Family Trust No. 2[1]. The court addressed a number of valuation, tax and litigation matters, including:
Join Catherine Tremblay (Partner, MNP LLP) as she provides an overview of the case facts and provides some general discussion points and valuation concepts in light of the issues of the case.
[1] M. Kathleen Grimes and M. Ersin Ozerdinc. Trustees of the Ozerdinc Family Trust No. 2 v. Her Majesty the Queen, 2016 TCC 280.
Join Jessica Van Den Akker, CPA, CA, CFO of HIVE Blockchain Technologies Ltd, as she provides an overview of the differences between blockchain, cryptocurrencies and initial coin offerings (ICOs), including the scope of the market and various participants. The presentation will discuss some of the recent activity over the past year, such as noteworthy deals, impact of regulations, and significant events. Looking ahead, we will highlight some future changes and uncertainties. The presentation will also address some key questions, myths and misunderstandings on blockchain, cryptocurrencies and ICOs.
Ms. Claudia Prémont, Brodeur Prémont Lavoie Lawyers, presents:
This event is in French.
Join Dan Sutton, CEO Tantalus Labs, for an overview of the specific aspects related to operating in the medical cannabis space (facility standards, licensing process, production and sales quotas or limitations, time to market, etc.), various cannabis products offered, and a discussion covering the heightened activity in the cannabis market. With certain public cannabis companies performing significant acquisitions in recent months, Dan will provide his take on the “inflated” valuations of marijuana public companies and the potential impact of say “Big Tobacco” or “Big Pharma” entering the cannabis industry with their significantly larger R&D budgets. He will also discuss the impact of the legalization of recreational marijuana in Canada come July 2018, as it seems there are varying market forecasts and perspectives of the potential impacts on adjacent markets, and discuss limitations due to legal restrictions in the US vs. global opportunities.
Each year, billons of dollars are invested in Québec’s private equity. Clean technologies, life sciences, fintech, information and communications technology are all sectors that benefit from these investments. Where is Québec in relation to the rest of Canada and elsewhere? Let’s take a look at this sector, unknown, yet so important to Québec’s economy.
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Join the BC Workshop as they welcome Helmut Pastrick, Chief Economist for Central 1 Credit Union, who will provide attendees with his annual BC economic review of 2017 and outlook for 2018.
The Montreal Workshop Committee invites you to join us for a much-awaited social and networking event on Thursday December 7, 2017. Please join us to enjoy connecting or reconnecting with fellow valuators and to celebrate the students success.
Space is limited to only 70 individuals. Register early so as not to miss this must-attend event of the year!
Sell-side analyst research can provide useful insights for valuators and can be a powerful element of a valuator’s analytical toolkit. But without some basic understanding of what sell-side research is and how it is produced, pitfalls can arise in using it. In this Montreal workshop, you will hear the perspective of Adam Johnson, CBV who helped launch an equity research franchise at a Big 5 Canadian investment bank before moving back to the world of notional valuations. The goal of the workshop is twofold: first, to give participants insight into how the sell-side equity research business operates, and second, to provide opportunities for participants to see hands-on examples of analyst reports and look at specific ways in which analyst research can be used to strengthen valuation analysis in both notional and deal-oriented settings.
Click here for more information. Register early – space is limited to 60.
Join Michael Scott, Director in the investment banking group at RBC Capital Markets, as he discusses the following topics related to valuation and M&A in capital markets:
Click here for more information.