YPV Montreal & University Social

CBV Institute’s Young Professionals in Valuation (YPV) Organizing Committee is excited to host a fantastic networking event for young CBVs, soon-to-be CBVs, and university students! Join us for a relaxed and insightful evening as Drew Dorweiler will discuss hot topics in business valuation and Catherine Tremblay will provide valuable information and answer all your burning

What role do ESG considerations play in capital allocation for mid-market PE firms?

Join our esteemed panel as they dive into the capital allocation decision-making process at mid-market private equity firms.  The panel will explore the following factors: The impact of ESG on fundraising discussions with institutions and capital providers; The ways mid-market PE firms are integrating this feedback into their target investment profile and parameters; and Once

Young Professionals in Valuation – GTA Social

CBV Institute’s YPV Organizing Committee is excited to host its first in-person event in Toronto since 2019!  Join us for a fantastic networking opportunity at Saulter Street Brewery, located in the east end neighbourhood of Riverside. Opened in 2017, Saulter Street Brewery brews 11 different kinds of delicious craft beers, with offerings across the spectrum,

Young Professionals in Valuation – Southwestern Ontario Rocks!

CBV Institute’s YPV program is excited to host its first event in Southwestern Ontario since 2019.  Join us for a fantastic social networking opportunity in London at Junction Climbing Centre, followed by food and drinks at Anderson Craft Ales, located in the same building. This will be an event you don’t want to miss! CBV

E-Discovery in Valuation & Litigation – 2022 Primer

Join Philippe Gollin and Duncan Fraser (Partners-Lawyers, noticia LLP eDiscovery) as they discuss practical e-discovery concepts and provide an overview of e-discovery analytics to streamline document review projects, specifically: Common terminology, understandings, and strategies of e-discovery best practices in Canada; How to efficiently collect, manage and review native electronic files; How to efficiently leverage e-discovery

Valuation of Pharmacies

With a market size of $47 billion in Canada alone, the pharmaceutical industry is one of the largest in the country. When it comes to valuing pharmacies, it is of the utmost importance to understand the unique business challenges they face as a significant number are franchisees of large pharmacy chains. There are specific adjustments

Quebec 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 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

BC 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 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

M&A Update

Join 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.  2021 was a bounce-back year for M&A deals – Grant will review current trends in deal pricing, leverage multiples, transaction processes and the dynamic between buyers and sellers, as well

Vancouver YPV Cocktail Event

Our countdown to CBV Congress 2022 is underway! In just six short weeks we will be in Vancouver, taking in thoughtful presentations from CBV experts and leading industry professionals. However, we know that not everyone will be able to attend Congress. In light of this, the Young Professionals in Valuation Organizing Committee is pleased to

CBV & CFA®: Complementary Designations to Advance Your Career

Join this expert panel as they candidly discuss the mutual benefits of the Chartered Business Valuator and Chartered Financial Analyst designations. Hear from our esteemed panel the reasons they pursued both designations, how these dual designations overlap, and how the designations helped their career development flourish – in both expected and unexpected ways.   Attendees

Important Institute Briefing on IVS

Adoption of International Valuation Standards (IVS) is coming to the CBV profession. Is your valuation report ready to ‘travel’? Get out front and stay ahead of IVS with this quintessential discussion that will get to the heart of what you need to know to be ready. What IVS adoption means to CBVs and why it

CBV Congress 2022

CBV Congress 2022 is happening live in Vancouver June 6th & 7th! Join us in person at the signature event of CBV Institute dedicated to leadership in business valuation. Get the latest thinking and insights to advance valuation expertise and confront new realities. Global registration is open to CBVs and Students, other valuation professionals, business

Disclosure and Confidentiality: What Courts Require of CBVs?

Join Tara Singh and Matthew Yee (FTI Consulting) as they explore the CBV’s role as either an independent or consulting expert, with a particular focus on disclosure and confidentiality. Drawing on case examples from Canada and abroad, this session will delve into the requirements to disclose known and potential conflicts of interest and best practices

The Role of the CBV in Indigenous Litigation

Indigenous reconciliation is an important and evolving area in law and understanding where CBVs can provide value within the context of Indigenous litigation and disputes is critical. Join Timothy Zimmerman, Stephen Lee, and Josh Morrison as they provide an introduction to the Indigenous litigation space, review a brief history of landmark decisions and discuss potential

BC Workshop – Economic Update

Join Bryan Yu, Chief Economist for Central 1 Credit Union, as he provide attendees with his annual BC economic review of 2021 and outlook for 2022.

After 2021’s Boom: the State of Crypto Asset Markets and Regulations in Early 2022

Join Laure Fouin (Partner, McCarthy Tétrault LLP) and Shauvik Shah (Financial Services Regulatory / Fintech Associate, McCarthy Tétrault LLP) as they provide an overview of the state of the crypto asset markets.  Specifically: What are crypto assets / virtual assets Tokenized traditional assets, equity tokens, security tokens, utility tokens “Currencies”, central bank digital currencies and

Valuing Warrants with Acceleration Clause

With the proliferation of Special Purpose Acquisition Companies (SPACs), we have seen many warrants issued as part of their unit financing. It is not uncommon for SPAC issued warrants to have a built-in ‘acceleration clause’ that allows the company to reduce the time to expiry in the event the share price of the company exceeds

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