All Events

 

Continuing Professional Development hours – 14 hours

Keynote Speakers

  • Strategy in a World of Disruption – Shawn Kanungo
  • IVS – Canada’s leadership role in recognition of International Valuation Standards – a conversation with IVSC CEO Nick Talbot

Congress Streams and Topics

CORE BUSINESS VALUATION

DEALS

LITIGATION

  • Leases: IFRS 16 & ASC 842
  • Are You Considering Growth Properly in Your Valuation
  • Introduction to the Valuation of Complex Financial Instruments
  • Crowdsourced Information and Valuation
  • Cybertools for Forensic Accountants
  • What’s It Worth? Overcoming the Challenges in Valuing Biotechnology Assets and Companies
  • Climate Change and Valuation
  • Calculation vs Estimate Reports: Are you doing too little or too much?
  • Bloodsport of M&A
  • Deal Structuring and Negative Working Capital
  • An Owners Perspective on Investing in Private Infrastructure
  • Driving Transformative Value Creation Through Deal Making
  • Insights from a Sale to a PE Firm
  • The Art and Science of Early Stage Financing
  • The Rise of Family Offices – Investment Processes and Valuation Governance
  • The Evolution of Diligence – Current Trends and Practices
  • Role of the Litigation Expert in Mediations
  • Litigation Support in the Age of Artificial Intelligence and Data Analytics: Practical Applications
  • Doing the Work & Getting the Work: What issues are keeping you up at night?
  • Valuation Caselaw Review – Sharpening your 20/20 Vision
  • Cannabis Litigation
  • CBV’s as Expert Witness’s in Litigation Revisited
  • Writing an Effective Expert Report
  • Broken Deals: Case Studies of Transactions Resulting in Disputes or Litigation

Congress Material

CBV Institute will post all presentations on the Institute’s App and website approximately 1 week before the congress.  Access is only available to delegates who registered for the congress. You will be required to log in to access it.

Fees

Fees

Early Bird Registration (by May 10, 2020) $ 875 (+ HST) = $ 988.75
Regular Registration (after May 10, 2020) $ 1,025 (+ HST) = $ 1,158.25

CBV Congress 2020 – COVID-19 Health and Safety Update

 The health and safety of Congress delegates, speakers, staff and the general community is of the utmost importance to us.  As planning continues for CBV Congress 2020 in June, we will be closely monitoring the COVID-19 situation and following guidelines from the World Health Organization, governments and public health officials.

If it becomes necessary or prudent at any point to cancel the Congress, registration fees will be refunded in full. Presentations that would have been delivered at Congress will be made available instead as paid webinars, to the extent possible.

If Congress proceeds and a registrant is not able to attend because they are at risk of COVID-19 or present a risk to others due to COVID-19, registration fees will also be refunded.

CBV Institute cannot compensate for accommodation or travel costs should Congress be cancelled or should a registrant be unable to attend.  Congress hotel reservations are cancellable up to 72 hours before a scheduled check-in. 

Cancellation Policy:

Before May 1, 2020 – 60% refund
After May 1, 2020 – no refund will be given however substitution of person to this congress will be permitted. Refunds will not be applied to future conferences.

 

 

Hotel Information

Sheraton Centre Toronto Hotel

Please book your hotel accommodations at the time of registration as space is very limited.  This is peak time at the hotel and our room block/hotel will sell out quickly.

The cut-off date for our congress rate is May 11, 2020. 

The following room rate is available and prices are based on single & double occupancy rooms

  • $ 269.00 – Traditional room (single or double occupancy)

Promo code will be provided upon registration to the Congress.

Getting to Toronto

To book a flight with your promotion code, access aircanada.com and enter your promotion code in the search panel.

Promo code will be provided upon registration to the Congress

FLY PORTER

Porter Airlines is proud to offer a 10% discount on available base fares (with the exception of the lowest class fare during a public seat sale).  

Promo code will be provided upon registration to the Congress

VIA RAIL

VIA Rail is proud to be a transportation participant for our Congress, and is offering a 10% discount for all VIA stations to Montreal.  The discount applies to the best available fare in Economy, Economy Plus, Business, Business Plus and Sleeper Class.  Promo code will be provided upon registration to Congress

Congress Organizing Committee

Stephen Kertzman
Kertzman Valuations – Toronto

Michael Devonshire
BDO Canada LLP – Calgary

Brandon Lewis
White & Lewis Inc. – Toronto

Terence Crohn
Ernst & Young LLP – Calgary

Chris Polson
The Brattle Group – Toronto

Sophie Ngo
PwC – Vancouver

Michael Rudanycz
Sun Life Assurance – Toronto

Deborah Hanlon
CBV Institute

Catalina Miranda
CBV Institute

Patrick Ouimet
Raymond Chabot Grant Thornton LLP – Montreal

Eric Arnold
KPMG LLP – Toronto

Mark Weston
Davidson & Company – Vancouver

Patricia Harris
Toronto

Ron Martindale Jr.
Davis Martindale -London/Toronto

Julien Goyette-Demers
Montreal

Jennifer Samarco
OMERS – Toronto

Trevor Allibon
BDC Capital – Kanata

Christine Sawchuk
CBV Institute

Sponsoring or Exhibiting

Sponsorship is a proven way to deliver the greatest marketing impact possible and have your message reach attendees leading up to, during and after the congress events.  Exhibiting at, or sponsoring the 2019 CBV Institute Congress provides a great opportunity for you to promote your organization and showcase your products and services to our anticipated 500+ attendees.  Deadline to sign up is April 1, 2020. 

2020 Sponsor/Exhibitor Package.

 

Gold Sponsor

Exhibitor

 

 

 

Keynote Speakers

  • Strategy in a World of Disruption – Shawn Kanungo
  • IVS – Canada’s leadership role in recognition of International Valuation Standards – a conversation with IVSC CEO Nick Talbot

Congress Streams and Topics

CORE BUSINESS VALUATION

DEALS

LITIGATION

  • Leases: IFRS 16 & ASC 842
  • Are You Considering Growth Properly in Your Valuation
  • Introduction to the Valuation of Complex Financial Instruments
  • Crowdsourced Information and Valuation
  • Cybertools for Forensic Accountants
  • What’s It Worth? Overcoming the Challenges in Valuing Biotechnology Assets and Companies
  • Climate Change and Valuation
  • Calculation vs Estimate Reports: Are you doing too little or too much?

  • Bloodsport of M&A
  • Deal Structuring and Negative Working Capital
  • An Owners Perspective on Investing in Private Infrastructure
  • Driving Transformative Value Creation Through Deal Making
  • Insights from a Sale to a PE Firm
  • The Art and Science of Early Stage Financing
  • The Rise of Family Offices – Investment Processes and Valuation Governance
  • The Evolution of Diligence – Current Trends and Practices

  • Role of the Litigation Expert in Mediations
  • Litigation Support in the Age of Artificial Intelligence and Data Analytics: Practical Applications
  • Doing the Work & Getting the Work: What issues are keeping you up at night?
  • Valuation Caselaw Review – Sharpening your 20/20 Vision
  • Cannabis Litigation
  • CBV’s as Expert Witness’s in Litigation Revisited
  • Writing an Effective Expert Report
  • Broken Deals: Case Studies of Transactions Resulting in Disputes or Litigation

Congress Material

CBV Institute will post all presentations on the Institute’s App and website approximately 1 week before the congress.  Access is only available to delegates who registered for the congress. You will be required to log in to access it.

Fees

Fees

Early Bird Registration (by May 10, 2020) $ 875 (+ HST) = $ 988.75
Regular Registration (after May 10, 2020) $ 1,025 (+ HST) = $ 1,158.25

CBV Congress 2020 – COVID-19 Health and Safety Update

 The health and safety of Congress delegates, speakers, staff and the general community is of the utmost importance to us.  As planning continues for CBV Congress 2020 in June, we will be closely monitoring the COVID-19 situation and following guidelines from the World Health Organization, governments and public health officials.

If it becomes necessary or prudent at any point to cancel the Congress, registration fees will be refunded in full. Presentations that would have been delivered at Congress will be made available instead as paid webinars, to the extent possible.

If Congress proceeds and a registrant is not able to attend because they are at risk of COVID-19 or present a risk to others due to COVID-19, registration fees will also be refunded.

CBV Institute cannot compensate for accommodation or travel costs should Congress be cancelled or should a registrant be unable to attend.  Congress hotel reservations are cancellable up to 72 hours before a scheduled check-in. 

Cancellation Policy:

Before May 1, 2020 – 60% refund
After May 1, 2020 – no refund will be given however substitution of person to this congress will be permitted. Refunds will not be applied to future conferences.

 

 

Hotel Information

Sheraton Centre Toronto Hotel

Please book your hotel accommodations at the time of registration as space is very limited.  This is peak time at the hotel and our room block/hotel will sell out quickly.

The cut-off date for our congress rate is May 11, 2020. 

The following room rate is available and prices are based on single & double occupancy rooms

  • $ 269.00 – Traditional room (single or double occupancy)

Promo code will be provided upon registration to the Congress.

Getting to Toronto

To book a flight with your promotion code, access aircanada.com and enter your promotion code in the search panel.

Promo code will be provided upon registration to the Congress

FLY PORTER

Porter Airlines is proud to offer a 10% discount on available base fares (with the exception of the lowest class fare during a public seat sale).  

Promo code will be provided upon registration to the Congress

VIA RAIL

VIA Rail is proud to be a transportation participant for our Congress, and is offering a 10% discount for all VIA stations to Montreal.  The discount applies to the best available fare in Economy, Economy Plus, Business, Business Plus and Sleeper Class.  Promo code will be provided upon registration to Congress

Congress Organizing Committee

Stephen Kertzman
Kertzman Valuations – Toronto

Michael Devonshire
BDO Canada LLP – Calgary

Brandon Lewis
White & Lewis Inc. – Toronto

Terence Crohn
Ernst & Young LLP – Calgary

Chris Polson
The Brattle Group – Toronto

Sophie Ngo
PwC – Vancouver

Michael Rudanycz
Sun Life Assurance – Toronto

Deborah Hanlon
CBV Institute

Catalina Miranda
CBV Institute

Patrick Ouimet
Raymond Chabot Grant Thornton LLP – Montreal

Eric Arnold
KPMG LLP – Toronto

Mark Weston
Davidson & Company – Vancouver

Patricia Harris
Toronto

Ron Martindale Jr.
Davis Martindale -London/Toronto

Julien Goyette-Demers
Montreal

Jennifer Samarco
OMERS – Toronto

Trevor Allibon
BDC Capital – Kanata

Christine Sawchuk
CBV Institute

Sponsoring or Exhibiting

Sponsorship is a proven way to deliver the greatest marketing impact possible and have your message reach attendees leading up to, during and after the congress events.  Exhibiting at, or sponsoring the 2019 CBV Institute Congress provides a great opportunity for you to promote your organization and showcase your products and services to our anticipated 500+ attendees.  Deadline to sign up is April 1, 2020. 

2020 Sponsor/Exhibitor Package.

 

Gold Sponsor

Exhibitor

 

 

 

Registration Closed

Please contact us for questions about this event.

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CBV Congress 2020 Cancelled

CBV Institute’s top priority is the health and well-being of staff, stakeholders and the general community. In this regard we have decided, in an abundance of caution, to cancel CBV Congress 2020, scheduled for June.  Read More...