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