Doing the Right Thing: Ethics for Appraisers & Business Valuators

Join the CBV Institute Toronto Workshop Committee and the American Society of Appraisers Eastern Canadian Chapter for this important, not to be missed seminar on ethics.

  • Session 1 - Confidentiality and Privilege: What’s the Difference? What’s the Big Deal? David Chodikoff, Partner – Miller Thomson LLP, Toronto
  • David will talk about the differences between confidentiality and privilege, conceptually, practically and legally and why people are often confused about both.
  • Session 2 - Navigating the Minefield of Legal and Ethical Issues Facing Appraisers/Business ValuatorsLela Hersh, President - Museum of Fine Arts Consulting, LLC, Chicago & Jeffrey W. Brend, Principal - Levin & Brend, P.C, Chicago
  • A discussion between two appraisers, one of whom is a lawyer, of various situations appraisers/business valuators may find themselves in and what may be their recourse.
  • Session 3 - Due Diligence and Ethics in Emerging Economies Paul Jones, Principal – Jones & Co. LLP, Toronto
  • The influence of emerging economies in growth is perhaps best Illustrated by the development of the acronym “BRICS” (Brazil, Russia, India, China and South Africa) in 2001. While there are good financial opportunities in these countries, the methods of doing business vary, and business people from the developed economies sometimes have difficulty determining how to conduct themselves. This presentation will discuss the social characteristics of emerging economies, their legal systems (most are civil law jurisdictions), compliance with export controls, sanctions and anticorruption legislation, and how to reduce your risks with due diligence reports on the back ground of your counterparties in emerging economies.

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