Practical Issues in Family Law

Join CBV Institute and Family Dispute Resolution Institute of Ontario (FDRIO) for a joint seminar as three expert panels  provide attendees with key insights on practical issues in family law.    When Bankruptcy meets Family Law (12:05 PM – 1:05 PM EDT) Bob Klotz, LL.M., literally wrote the book on the interaction between bankruptcy and

BC Practice Roundtable and Institute Update

Join CBV Institute President & CEO, Christine Sawchuk, Director of Professional Practice, Catalina Miranda; and Regional Director, Susie Foley, for an intimate practice roundtable and update on Institute initiatives.  They are very interested in hearing your views and feedback on activities and progress in the profession. There is no cost to register but only those who

Prairie Provinces Practice Roundtable and Institute Update

Join CBV Institute President & CEO, Christine Sawchuk, Director of Professional Practice, Catalina Miranda; and Regional Director, Brian Gibson,  for an intimate practice roundtable and update on Institute initiatives.  They are very interested in hearing your views and feedback on activities and progress in the profession. There is no cost to register but only those

Toronto (GTA) Practice Roundtable and Institute Update

Join CBV Institute President & CEO, Christine Sawchuk, Director of Professional Practice, Catalina Miranda; and Regional Director, Rick Davies, for an intimate practice roundtable and update on Institute initiatives.  They are very interested in hearing your views and feedback on activities and progress in the profession. There is no cost to register but only those who

Ontario Practice Roundtable and Institute Update

Join CBV Institute President & CEO, Christine Sawchuk, Director of Professional Practice, Catalina Miranda; and Regional Director, Patrick Coady,  for an intimate practice roundtable and update on Institute initiatives.  They are very interested in hearing your views and feedback on activities and progress in the profession. There is no cost to register but only those

Quebec Practice Roundtable and Institute Update

Join CBV Institute President & CEO, Christine Sawchuk, Director of Professional Practice, Catalina Miranda; and Regional Director, Catherine Tremblay,  for an intimate practice roundtable and update on Institute initiatives.  They are very interested in hearing your views and feedback on activities and progress in the profession. There is no cost to register but only those

Revenue Based Contingent Consideration Techniques

Join Quinn McDermid (MBA, CFA, CBV) from MNP LLP as he takes participants through: Discussion of the techniques we have applied as preparers and seen in reviews of the analysis of the fair value of contingent consideration with revenue based targets. Discussion of the identification of the need for a Monte Carlo analysis within the

Atlantic Canada Practice Roundtable and Institute Update

Join CBV Institute President & CEO, Christine Sawchuk, Director of Professional Practice, Catalina Miranda; and Regional Director, Charlene Rodenhiser, for an intimate practice roundtable and update on Institute initiatives.  They are very interested in hearing your views and feedback on activities and progress in the profession. There is no cost to register but only those who

How Not to be a Superwoman

CBV Institute is pleased to invite female CBVs and Students to this networking webinar, hosted by Jincy George, talent consultant, on how NOT to be a superwoman, and how to focus on being your authentic self! The 90 min session will involve some fun visual self-exploration, as well as networking in smaller breakout groups.  Lunch

Value or Values: Incorporating ESG into Firm Valuation

Capital market participants are increasingly considering Environmental, Social, and Governance (ESG) issues when assessing companies and their valuations as they make investment decisions. Companies in turn are responding to this interest by providing (a lot) more information on the ESG aspects of their business, either by mandate or on a voluntary basis. Despite these changes,

Hiring a CBV: Insight from commercial litigators

Join us for a candid discussion about why a litigation lawyer chooses one expert over another. The presenters will discuss the factors lawyers consider when hiring an expert and the factors they consider when deciding to recommend an expert, or whether to work with that expert again. Presenters:  Neil Paris & Denis Sayer are partners

CBV CONGRESS 2021

Tune in online, from anywhere, June 16-18 for CBV Congress 2021 – the signature event of CBV Institute dedicated to leadership in business valuation. The world has changed and so has our much-anticipated annual Congress. Get the latest thinking and insights to advance valuation expertise and confront new realities. Global registration is open to CBVs

A Recipe to a Great Economic Forecast

Creating a recipe is as much an art as it is science, with many ingredients coming together to form the perfect dish. The same is true of economic forecasting.  Join Sandra Ramirez, Principal, Economic Research at OMERS as she walks you through what factors and elements economists consider when developing an economic outlook. Sandra will

BC Workshop – M&A Update

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

The Shifting Credit Markets and How Best to Access Them

This webinar will address a number of topics related to accessing commercial credit for business owners and advisors. Prior to the economic downturn brought on by the health pandemic, borrowers looking to access commercial credit had the market on their side. Unfortunately, the market has largely gone from a borrower’s market to a lenders market

Cost of Capital and the COVID Pandemic: Has Anything Changed?

Join David Atkinson (Director,  Mergers & Acquisitions at Raymond James Ltd.) as he reviews M&A trends, equity market trends, credit market trends, and interest rate trends prevailing during the COVID-19 pandemic in order to offer an assessment as to whether COVID has fundamentally changed the market’s long-term perspective on risk and the cost of capital.

Ethics Issues for Business Valuators

Ethical behaviour provides the foundation of trust that supports the reputation of each CBV, and of the CICBV as a profession.  Expectations are changing, and CBVs need to refresh their thinking on what is appropriate when preparing their valuations, dealing with clients, lawyers and courts, and presenting evidence.  Accordingly, this session will cover: New ethics

Best Practices in the Valuation of Contingent Considerations

Join Oksana Westerbeke (Principal, Strategy & Transactions Advisory) and Jared Hannon (Director, Strategy & Transactions Advisory) at Grant Thornton LLP as they discuss common earnout valuation pitfalls, with a focus on common earnout structures and recommended methodologies for most common earnout structures.  They will discuss the different types of risks embedded in the earnouts and

A CBV Practitioners Tool Kit

Join Ron Martindale and Louise Poole (Davis Martindale LLP) as they address topics related to the “business” of business valuations. Best practices for engagement letters and representation letters will be discussed, along with independence and conflict of interest scenarios, and a refresher on key standards.  This is a great opportunity for new practitioners and those

Benefits of Developing a Networking Action Plan

Building a strong network is as important to your career progression as being in the right job in the right organization, working for the right leader.  Building this network is no different from going after any goal.  You need a plan.  Then you need to ensure you properly execute the plan.  Join Dr. Deborah Nixon

YPV Fall Friday Series – The Path to Professional Leadership (Private Equity)

CBV Young Professionals in Valuation is putting the spotlight on 4 CBVs who have achieved professional success and happiness in their respective fields. Join us for an engaging series of interviews every Friday at 12 pm EST starting on November 27th for 3 weeks. Each week, different CBV professionals will share their unique story and

YPV Fall Friday Series – The Path to Professional Leadership (Industry)

CBV Young Professionals in Valuation is putting the spotlight on 4 CBVs who have achieved professional success and happiness in their respective fields. Join us for an engaging series of interviews every Friday at 12 pm EST starting on November 27th for 3 weeks. Each week, different CBV professionals will share their unique story and

Panel discussion with the Canadian Public Accountability Board (CPAB)

We are pleased to have Gregory Dionne, CPA, CA, Director, Inspections and Alex Cheong, CPA, CA, CBV, CPA (Illinois), Associate Director, Inspections of the Canadian Public Accountability Board join us for a panel discussion. CPAB is Canada’s audit regulator responsible for overseeing public accounting firms that audit Canadian reporting issuers.  During this session, moderated by

Finding the Silver Lining – Closing Deals in Turbulent Times – How Buyers & Sellers are Bridging the Value Expectations Gap

a joint Toronto Workshop and CVCA-YPC event A diverse panel of experts provide first hand market perspectives on how transaction structuring is changing, and how this impact values.  The discussion will include the use of, and methodologies for valuation of non-cash consideration such as contingent consideration, earnouts, shares/options/warrants, including a case study of a recent

Crowdsourced Information and Valuation

Partha S. Mohanram, PhD, John H. Watson Chair in Value Investing and Professor of Financial Accounting – Rotman School of Management, University of Toronto The last decade has seen an explosion in the availability of nontraditional information. One particularly interesting subset of this is the rise of crowdsourced information – with investors sharing information among

USMCA Trade Deal – The Path Forward – Postponed – new date TBD

International trade uncertainty is daily news today. What a client may not know about the import or export aspects of their business – even if they do not pay duties at the border – may carry significant financial, operational, and reputational risks and unforeseen impacts. As valuation professionals, KPMG Trade & Customs partners from the

CPD Event for Atlantic Canada Business Valuators

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.

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