April 26, 2023

Notice
Board

Upcoming
Events

Career
Opportunities

CBV CONNECT 2023: EARLY BIRD DEADLINE

April

2023

The early bird deadline for CBV Institute's annual conference and flagship event, CBV CONNECT is approaching quickly! Join us on June 8 - 9, 2023, in Toronto at the prestigious Sheraton Centre Toronto Hotel for an engaging and insightful event.

MEMBERSHIP APPLICATION DEADLINE

May

2020

A reminder to all individuals who have satisfied all requirements of membership and are looking to submit their applications for the second membership intake in 2023, the deadline is approaching quickly.

Application Deadline: May 1, 2023

More Information...

SUMMER TERM 2023 REGISTRATION DEADLINE

MAY

2023

Registration for the 2023 Summer term closes next week. Please register by Thursday, May 4, 2023, as late registrations will not be accepted.

If you have any questions regarding registration, please email CBV Institute’s Education Department at education@cbvinstitute.com.

Register Here...

HELP US GROW THE CBV PROFESSION

Do you know a financial professional such as a CPA or a CFA who is looking to elevate their expertise and take their career to the next level? If so, you’ll want to share this with them!

CBV Institute is hosting a series of roadshows across the country to introduce financial professionals to the challenging, unique, and fulfilling work that is a career in the CBV profession. The objective of the event is to familiarize attendees with the value of the CBV designation, and ultimately encourage these professionals to enrol in the CBV Program of Studies.

These events are taking place from May 9 – May 16, 2023, in the following cities: Vancouver, Calgary, Toronto, Ottawa, Montreal, and Halifax.

While these roadshows are geared toward CPA and CFAs, all professionals with a background in accounting, finance, or business are welcome to attend. Please share the event poster below with anyone you think might be interested!

View the Poster…

WINTER TERM COURSE RESULTS POSTED

The following course averages and pass rates were achieved in the CBV Institute’s 2023 Winter term.

Congratulations to the individuals noted below, who achieved the highest mark in the courses.

Course	Course Average	Pass Rate	Individual Achieving the Highest Mark
Level I BV	70%	83%	Naveenaa Kumar
Level II BV	66%	83%	Derek McKnight
Level III BV	65%	74%	Pamela Pan
Level IV BV	68%	85%	Steven Yound
Corporate Finance	72%	92%	Sylvia Fu
Litigation in Business Valuation	69%	86%	Igor Kostioutchenko
Private Investments	70%	96%	Khyati Gujarathi
Valuation For Financial Reporting	68%	76%	Hugo Ouimet

UPCOMING GLOBAL VIRTUAL TOWNHALL

Current economic conditions and global markets have brought about significant challenges for the valuation profession. In light of this, we're pleased to announce the upcoming Global Town Hall, hosted by the American Society of Appraisers (ASA), CBV Institute, Global Association of Certified Valuators and Analysts (GACVA), National Association of Certified Valuators and Analysts (NACVA), and Royal Institution of Chartered Surveyors (RICS).

Taking place on May 16, 2023, from 2:00 to 4:00 pm ET, this free virtual event is a must-attend for CBVs seeking to stay ahead of the curve. The Global Town Hall will be moderated by Catalina Miranda, Vice President, Regulatory and Standards, CBV Institute, and will feature expert speakers, panel discussions, and Q&A sessions. The event will promote dialogue, share knowledge, provide guidance, and field questions from the live/virtual global audience. The discussions will focus on current and trending issues that impact the practice of business valuation, appraisal, and litigation matters around the globe. The panelists will also discuss the impact of macroeconomic trends and other current risks on transactions, the impacts of supply chain disruption, and the landscape of financial litigation.

Attendees will also earn 2 hours of CPD, making this an excellent opportunity to boost their professional development.

State of M&A in the Canadian Mid-Market – Spring 2023
	The BC Workshop is proud to have RBC’s Mid-Market M&A team join us for this webinar, as they provide valuable insight on the Canadian private company M&A landscape, including activity levels, transaction influences and valuation metrics.
May 2, 2023		REGISTER

Incorporating ESG into Your Valuations
	ESG is one of the most significant contemporary themes in business. But how to incorporate ESG considerations into your valuation remains elusive. Join Richard Stewart OAM, Partner PwC Australia, as he outlines current and emerging practice and discusses leveraging the recent IVSC survey on ESG and Valuation. Richard will also outline the key valuation issues to examine with an ESG lens and touch on the industries where these issues are changing valuations right now.
May 10, 2023		REGISTER

Kick Off to CONNECT 2023 (Networking event)
	Attending CONNECT 2023 and looking for a great networking opportunity the night before? Live locally and want to network with other CBVs from across the country? Toronto’s Emerging Leaders in Valuation (formerly Young Professionals in Valuation) are pleased to host a networking event – Kick off CONNECT 2023! This event will take place at the Mill Street Beer Hall in the historic Distillery District of Toronto. We encourage Emerging Leaders in Valuation and all Congress attendees (regardless of age or experience) to register for this event, reconnect with old friends, and expand your professional network.
June 7, 2023		REGISTER

ALL EVENTS

OTHER EVENTS

Upcoming Complimentary Webinar:
New Climate Disclosure Standards: Impact on Boardrooms
May 4, 2023 – Register here

Open Position	Company
Valuations Principal/Partner	DMCL LLP Vancouver
Senior Manager, Valuation	Ontario Teachers' Pension Plan Toronto
Analyst, Private Markets	University Pension Plan of Ontario Toronto
Valuations Associate, Intermediate	SB Partners LLP Burlington
Financial Planning Analyst	Trimac Transportation Inc. Calgary
Senior Associate, Valuations And Litigation Services	Pettinelli Mastroluisi LLP Hamilton
Chartered Business Valuator	Paquette & Associates Attorneys Montreal
Associate / Senior Associate, Private Equity	Caloah Private Equity Vancouver
Valuation Associate	Ornstein Valuations Ltd. Toronto
Strategic Financial Valuation	Pratt & Whitney Canada Quebec
Manager/Senior Manager, Valuations	Davis Martindale London
Valuations Associate	Davis Martindale London

PAID ADVERTISEMENTS

CBV Institute is neither affiliated with, nor endorses, these programs.

Your web browser is outdated. For the best possible site experience, we encourage you to switch your browser to Microsoft Edge, Google Chrome or Firefox.

Important Deadlines