Québec Practice Roundtable & Institute Update

Join CBV Institute President & CEO, Christine Sawchuk and Regional Director, Patrice Dumais, for an intimate 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 have registered for the event will

Atlantic Region Practice Roundtable & Institute Update

Join CBV Institute President & CEO, Christine Sawchuk, and Regional Director Corinne Larkin (Atlantic), for an intimate 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 have registered for the event

GTA/Ontario Practice Roundtable & Institute Update

Join CBV Institute President & CEO, Christine Sawchuk, and Regional Directors, Vivian Alterman (Toronto) and Trevor Hood (Ontario), for an intimate 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 have

BC & Prairies Practice Roundtable & Institute Update

Join CBV Institute President & CEO, Christine Sawchuk, and Regional Directors Susie Foley (BC) and Brian Gibson (Prairies), for an intimate 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 have

CBV Institute and BVR present: Automating SEC Financial Data Analysis with Python

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

A CBV’s Role in the Evolving Family Office Landscape

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

The Evolution of Valuation with AI – What will work best for you?

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

Guideline Income – Complex Issues – Analysis and their Presentation

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,

The impact of technology & AI on the future of valuations

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

Bridging the Gap: Key Insights into Business Financing for Valuators

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

Toronto Holiday Social and Institute Update

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,

Ottawa CBV Fall Social

Join the Emerging Leaders in Valuation (Ottawa) for a fantastic networking opportunity at Beyond the Pale Brewing Company. Brewing beers for locals in the heart of Ottawa since 2012, Beyond the Pale offers 16 beautifully crafted beers poured on tap. This is a valuable opportunity to get to know your fellow CBVs (and soon-to-be CBVs)

Montreal Holiday Social Event

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

Understanding DealStats: What You Need to Know

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

Emerging Leaders in Valuation – A Vancouver Escape!

Join CBV Institute’s Emerging Leaders in Valuation (Vancouver) for a fantastic social networking opportunity at Find & Seek.  There’s no pressure to be experienced at escape rooms, it’s all about registrants combining their mental resources and having fun.  After the 1-hour escape event, registrants will gather in Gastown for a great networking opportunity! The cost

Expropriation – What’s it all About?

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

BV Challenge 2024 Career Development Forum

Join us for the Career Development Forum, a virtual event hosted by CBV Institute that aims to connect business school students across Canada with leading organizations in the field of business valuation and finance. Where: ZoomWhen: Wednesday, October 30, 12:00 – 2:50 PM ET The event will kick off with opening remarks from our Title sponsors, OMERS,

Economic Update

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.

Bridging the Divide: Effective Collaboration Between CBVs in Litigation

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.

A BVR & CBV Panel Discussion: Global Trends and Issues in BV

Business valuation requires technical knowledge with real-life practical experience to put forward globally respected valuations of a business, a business interest, and/or intangible assets. Often, there are challenging dynamics including litigation support, corporate finance, and private investments impacting business valuations.  Join us for a robust discussion on what keeps you up at night, including key

2024 Professional Development Day for Atlantic Canada Business Valuators

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

Women in Valuation – Path to Partnership

Join us for an empowering webinar delving into the dynamic journey of women ascending to partnership or C-suite levels in professional realms. Through insightful discussions, real-life anecdotes, and actionable strategies, our esteemed panel will address the unique challenges women face, the pivotal moments that shape their trajectory, and the strategies for navigating biases and barriers.

Montreal Networking Event

Attending CONNECT 2024 and looking for a great networking opportunity the night before?  Live locally and want to network with other CBVs from across the country?  Montreal’s Emerging Leaders in Valuation are pleased to host a networking event – Kick off CONNECT 2024! We encourage Emerging Leaders in Valuation and all Connect attendees (regardless of

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