From time to time, the Institute shares with Members and Registered Students a variety of items and notices relating to professional obligations.  This may include exposure drafts, publications or interpretations of practice standards or ethical obligations, disciplinary notices, or other emerging items or trends that are likely to impact practitioners who are in public practice and who produce and issue work products subject to professional standards. These topics often deal with standards findings, standards requirements that require clarification, or practice areas where practitioners are encouraged to exercise caution and care. The communications are meant to assist Members and Registered Students in complying with their existing obligations.

The Institute disseminates these news items on a timely basis to the membership via CBV Matters.  For ease of reference, we have curated some of the most relevant “professional practice” communications that have been included in past editions of the member newsletter (along with the date of the edition of CBV Matters that the item was first published), over the last several years.

Professional Practice Item Date Published
New Webinar Now Available: Roll-out of the Updated Valuation Practice Standards December 8, 2025
Countdown to 2026: Discipline on Documentation December 17, 2025
Countdown to 2026: Scope of Work – Setting the Foundation for a Credible Conclusion December 3,
2025
Countdown to 2026: Scope of Work – Credible and Properly Supported Valuation Conclusions November 26,
2025
Countdown to 2026: Strengthening Report Disclosures (Part 2) November 19, 2025
Countdown to 2026: Strengthening Report Disclosures (Part 1) November 12, 2025
Countdown to 2026: PS 100 – The New Foundation November 5, 2025
CBV Institute’s Valuation Practice Standards – Redlines Available November 12, 2025
Prepare Today: Effective Date for New Valuation Practice Standards October 29, 2025
Practice Corner: Assessing the Reliability of External Sources and Tools July 30, 2025
Practice Corner: Assessing Standard Compliance of Another Member June 4, 2025
2024 Practice Inspection Report April 30, 2025
Disciplinary Action Related to Insufficient Work for an Estimate Valuation Report February 20, 2025
SEC Issues Penalty of $45M for Improper Valuations of a Business Unit January 16, 2025
Exposure Draft Released December 18, 2024
Practice Corner: Fee Quotations November 27, 2024
Did you Know? CBV Institute or CICBV – which do I use in reports? November 20, 2024
Practice Corner: Report Disclosure Issues October 23, 2024
Practice Corner: 9 Best Practices for Quality Control October 17, 2024
CBV Institute Issues Revised Practice Bulletin No. 5 September 18, 2024
Practice Corner: Conflict & Independence August 8, 2024
Practice Corner: Important Notice To Students July 25, 2024
New Practice Resource: AI Primer June 26, 2024
Practice Inspection Findings – 2023 Practice Inspection Summary Report May 15, 2024
2023 Practice Inspection Report April 30, 2024
Updates to International Valuation Standards April 19, 2024
Exposure Draft: Practice Bulletin No. 5 April 17, 2024
Practice Corner: When Do Reporting Standards Apply March 14, 2024
CBV Institute Update: Technology Initiatives March 7, 2024
Practice Corner – Emerging Issues in Family Law February 29, 2024
Practice Corner: Significant Scope Limitations November 3, 2023
CBV Institute Adopts International Valuation Standards November 1, 2023
Important Notice: AVMs and Practice Standards October 23, 2023
Disciplinary Action: Association With False/Misleading Documents October 20, 2023
Practice Corner: Caution on Schedules Without a Report June 1, 2023
2022 Practice Inspection Report May 3, 2023
Exposure Draft: Adoption Of IVS as Optional Use Practice Standards March 1, 2023
Registered Students and the Standards November 25, 2022
Disciplinary Action- Comments Affecting the Professional Reputation of Another Member November 16, 2022
Re-Exposure Draft Released June 29, 2022
Disciplinary action: Use of Draft Guideline Income Schedules June 15, 2022
Important Institute Briefing on IVS
(Archived Webinar)
April 13, 2022
2021 Practice Inspection Report March 31, 2022
CBV Institute Leads Creation of New International BV Glossary February 24, 2022
CBV Institute Adopts a New Practice Bulletin No. 2 – International Valuation Glossary – Business Valuation February 24, 2022
Congress Presentation: “Valuation Issues for Smaller Firms”
(Archived Webinar)
June 7, 2022
IVS Course
(Online Course)
January 31, 2022
Automated Business Valuation Platforms/Software September 1, 2021
Exposure Draft Concerning Revisions to The Practice Standards for Independent Valuations
(Practice Standards Nos. 110, 120 and 130)
June 3, 2021
Internal Work Products & the Standards March 31, 2021
2020 Practice Inspection Report March 31, 2021
Disciplinary Action Related to Limited Critique Reports April 29, 2020
Unsigned Valuation Reports (i.e. unsigned work by CBVs adopted by the client) June 3, 2020
2019 Practice Inspection Report March 31, 2020

For questions or feedback, please contact Catalina Miranda, VP, Regulatory & Standards, at catalina.miranda@cbvinstitute.com.

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