Capital market participants are increasingly considering Environmental, Social, and Governance (ESG) issues when assessing companies and their valuations as they make investment decisions. Companies in turn are responding to this interest by providing (a lot) more information on the ESG aspects of their business, either by mandate or on a voluntary basis. Despite these changes,
Join us for a candid discussion about why a litigation lawyer chooses one expert over another. The presenters will discuss the factors lawyers consider when hiring an expert and the factors they consider when deciding to recommend an expert, or whether to work with that expert again. Presenters: Neil Paris & Denis Sayer are partners
Tune in online, from anywhere, June 16-18 for CBV Congress 2021 – the signature event of CBV Institute dedicated to leadership in business valuation. The world has changed and so has our much-anticipated annual Congress. Get the latest thinking and insights to advance valuation expertise and confront new realities. Global registration is open to CBVs
Creating a recipe is as much an art as it is science, with many ingredients coming together to form the perfect dish. The same is true of economic forecasting. Join Sandra Ramirez, Principal, Economic Research at OMERS as she walks you through what factors and elements economists consider when developing an economic outlook. Sandra will
Join the BC Workshop Committee as they welcome 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. He will review the trends he has been seeing in CIBC’s transactions including valuation levels, leverage multiples, and an overview of the types
Join the BC Workshop Committee as they welcome Bryan Yu, Chief Economist for Central 1 Credit Union, who will provide attendees with his BC economic review of 2020 and outlook for 2021. As Central 1’s Chief Economist, Bryan Yu leads a team of economists conducting macro- and regional economic analysis for the organization and the
This webinar will address a number of topics related to accessing commercial credit for business owners and advisors. Prior to the economic downturn brought on by the health pandemic, borrowers looking to access commercial credit had the market on their side. Unfortunately, the market has largely gone from a borrower’s market to a lenders market
Join David Atkinson (Director, Mergers & Acquisitions at Raymond James Ltd.) as he reviews M&A trends, equity market trends, credit market trends, and interest rate trends prevailing during the COVID-19 pandemic in order to offer an assessment as to whether COVID has fundamentally changed the market’s long-term perspective on risk and the cost of capital.
Two personal injury lawyers (one plaintiff and one defence) and a CBV will explore a variety of topics including report best practices, tips and tricks, cross examination/expert witness, how best to support assumptions/loss theories, noteworthy reported decisions, and annuity rates in medical malpractice future cost of care cases. This webinar is presented by the Toronto
Ethical behaviour provides the foundation of trust that supports the reputation of each CBV, and of the CICBV as a profession. Expectations are changing, and CBVs need to refresh their thinking on what is appropriate when preparing their valuations, dealing with clients, lawyers and courts, and presenting evidence. Accordingly, this session will cover: New ethics
Join Oksana Westerbeke (Principal, Strategy & Transactions Advisory) and Jared Hannon (Director, Strategy & Transactions Advisory) at Grant Thornton LLP as they discuss common earnout valuation pitfalls, with a focus on common earnout structures and recommended methodologies for most common earnout structures. They will discuss the different types of risks embedded in the earnouts and
Join Ron Martindale and Louise Poole (Davis Martindale LLP) as they address topics related to the “business” of business valuations. Best practices for engagement letters and representation letters will be discussed, along with independence and conflict of interest scenarios, and a refresher on key standards. This is a great opportunity for new practitioners and those
Building a strong network is as important to your career progression as being in the right job in the right organization, working for the right leader. Building this network is no different from going after any goal. You need a plan. Then you need to ensure you properly execute the plan. Join Dr. Deborah Nixon
Presentation: Economic Update
Presentation: M&A Session
Presentation: (1) Financial Modeling & Projections
Presentation: (2) Financial Modeling & Projections
CBV Young Professionals in Valuation is putting the spotlight on 4 CBVs who have achieved professional success and happiness in their respective fields. Join us for an engaging series of interviews every Friday at 12 pm EST starting on November 27th for 3 weeks. Each week, different CBV professionals will share their unique story and
CBV Young Professionals in Valuation is putting the spotlight on 4 CBVs who have achieved professional success and happiness in their respective fields. Join us for an engaging series of interviews every Friday at 12 pm EST starting on November 27th for 3 weeks. Each week, different CBV professionals will share their unique story and
CBV Young Professionals in Valuation is putting the spotlight on 4 CBVs who have achieved professional success and happiness in their respective fields. Join us for an engaging series of interviews every Friday at 12 pm EST starting on November 27th for 3 weeks. Each week, different CBV professionals will share their unique story and
We are pleased to have Gregory Dionne, CPA, CA, Director, Inspections and Alex Cheong, CPA, CA, CBV, CPA (Illinois), Associate Director, Inspections of the Canadian Public Accountability Board join us for a panel discussion. CPAB is Canada’s audit regulator responsible for overseeing public accounting firms that audit Canadian reporting issuers. During this session, moderated by
a joint Toronto Workshop and CVCA-YPC event A diverse panel of experts provide first hand market perspectives on how transaction structuring is changing, and how this impact values. The discussion will include the use of, and methodologies for valuation of non-cash consideration such as contingent consideration, earnouts, shares/options/warrants, including a case study of a recent
Partha S. Mohanram, PhD, John H. Watson Chair in Value Investing and Professor of Financial Accounting – Rotman School of Management, University of Toronto The last decade has seen an explosion in the availability of nontraditional information. One particularly interesting subset of this is the rise of crowdsourced information – with investors sharing information among
International trade uncertainty is daily news today. What a client may not know about the import or export aspects of their business – even if they do not pay duties at the border – may carry significant financial, operational, and reputational risks and unforeseen impacts. As valuation professionals, KPMG Trade & Customs partners from the
Start International Valuation Standards Course Here
This course does not cover all of the content of International Valuation Standards. Valuators must review and be familiar with all of the content in IVS before undertaking an IVS engagement. Compliance with IVS is the responsibility of each professional. CBV Institute accepts no liability or responsibility from reliance on the contents of this course.
8:05 – 8:45 ATLANTIC : What next for the Atlantic Canadian economy? Ian Munro, Chief Economist – Halifax Partnership Join Ian Munro as he reviews the state of Atlantic Canadian economies before COVID-19, assesses the impacts of the pandemic, and discusses the key factors that will determine how quickly and how well we will rebound.
It is no secret that business valuation and deals have been rendered more challenging by the global pandemic. While the realities for many businesses have been sombre, some sectors have seen an upside. Others have had to pivot. Join these outstanding (and young) professionals from across the country as they candidly describe what impacts the
In this unprecedented time of uncertainty and volatility, Alana Geller and Stephen Cole will discuss practical and contemporary views with respect to the impact of COVID-19. Without the benefit of a ‘crystal ball’ as to how events will unfold, we will consider how to navigate point-in-time valuation and damage quantification. Alana and Stephen will explore
Increasingly, IT and business leaders talk about information as one of their most important assets. But few organizations behave as if it is. Executives report to the board on the health of their workforce, their financials, their customers, and their partnerships, but rarely the health of their information assets. Moreover, corporations typically exhibit greater discipline
Most businesses are started by individuals that work hard to grow them. When these businesses are successful and wealth is accumulated, managing the wealth to preserve it for retirement and pass the excess capital to the next generations becomes an important priority. Many families find convenient the establishment of a single-family office while others prefer
Accounting and valuation language in agreements can often be subject to multiple interpretations, leading to bad outcomes for the parties. Join Barbara Morton and Terence Crohn from E&Y as they review four case studies of transactions resulting in disputes or litigation where the accounting and valuation language was at the heart of the disagreement. Tips,
Join Roslyn Tsao (Managing Partner – Epstein Cole LLP), Kristy Warren (Associate – Epstein Cole LLP) and Louise Poole (Partner – Davis Martindale LLP) as they highlight recent caselaw for valuators to keep in mind in carrying out their retainers. Practical commentary on the application of caselaw to your practices will be provided.
This presentation will focus on financial instruments and embedded derivatives that are frequently valued for financial reporting purposes. Join Oksana Westerbeke, Principal, Forensic Advisory Services – Grant Thornton LLP (Boston) as she discusses an overview of the financial instruments, appropriate valuation methodologies, and latest developments in the valuation industry relevant to these financial instruments. The
Join Susan Glass as she address the new lease standards, including both IFRS 16 and ASC 842. She will begin by briefly reviewing the new standards, including how the international and U.S. standards differ from each other and from current standards, considering the impact on the income statement, balance sheet, cash flow and key ratios/metrics.
When it comes to venture investing, investors look for three things (1) massive market opportunity (2) strong team and (3) differentiated technology. At the early stage, historical financial metrics often don’t exist, so investors must come up with alternative methods to determine the value of a company or price to pay to invest. Join Michelle
Financial service professionals and investigators will learn how to conduct business intelligence investigations, due diligence, asset and enhanced background checks using the latest and most effective cybertools. Join Cynthia Hetherington, Founder & President of the Hetherington Group as she takes attendees through the following learning objectives: Identifying the latest cyber investigative resources accessible to the
Our workday routine has crumbled. We have been thrown into a new way of life without time to prepare, adjust or plan. Many are trying to care to the needs of others while struggling with little emotional energy in their tank. With so much uncertainty, no one knows if or when life as we know it will resume. This has left many of us feeling overwhelmed, scared and stressed!
In this 1 hour interactive webinar, Cindy Gordon, CPA, CA, CPCC, founder of Business Rescue Coaching, will provide tools to help you feel more stable in your new norm; take back control of your productivity; and shift your mindset to better cope and adapt to these times of uncertainty.
You’ll learn:
Join Andrea Pontoni, CPA, CA, CBV, ASA, CFF for this webinar as he focuses on valuation issues specific to farm producers and agribusiness as well as their marketing and sales divisions. In particular, his presentation will focus on the following issues:
• Factors to consider when deciding on the valuation approach or methodology;
• Adjustments in normalizing earnings or cash flow;
• Issues to consider in selecting sustaining capital reinvestment;
• Specific risk issues to consider in your cost of capital;
• Issues between the farm producer and their marketing affiliates;
• Calculating disposition costs in particular corporate taxes (cash vs accrual basis),
• Questions you may want to ask your real estate appraiser,
• Adjustments to the financial statements of the farm producers;
• Maximizing after tax value on a divestiture to the farm owner; and
• Issues to consider in qualifying for the enhanced capital gains exemption.