August 14, 2024



Notice Board

REGISTRATION OPEN – FALL TERM 2024

Registration for Fall Term 2024 is now open and available on your “My CBV” dashboard. The deadline to register is Friday, September 6. Late registrations will not be accepted.

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


WE HAVE MOVED! 

Please note that as of August 12, 2024, CBV Institute has moved to: 

141 Adelaide Street West
Suite 1007, Toronto, ON M5H 3L5 


BV CHALLENGE 2024 – CALL FOR SPONSORS

CBV Institute is pleased to announce that planning is well underway for  Business Valuation Challenge 2024, happening on November 6 and 7. This year’s case competition will gather undergraduate students from all across Canada for an exciting case competition, bringing together a diverse and dynamic group of participants.

As a sponsor, your brand will gain visibility among key stakeholders and influencers in the business valuation sector, including:

  • All business and finance professionals in the CBV community – and beyond
  • All Registered Students in CBV Institute’s Program of Studies
  • Prospective CBVs and faculty at participating universities
  • University media and editorial staff

Additionally, you will have an opportunity to engage with top-tier talent at our Career Development Forum on October 30, 2024, where you can meet and potentially recruit future employees.

For more information about sponsorship opportunities, please view our sponsorship deck.

If your firm is interested in serving as a sponsor for BV Challenge 2024, please email Deborah Hanlon, Manager Administration and Events, at deborah.hanlon@cbvinstitute.com


CONNECT 2025 - CALL FOR VOLUNTEERS AND CONFERENCE PRESENTERS

Call For CONNECT 2025 Volunteers

Deadline to Respond – September 18, 2024

CBV Institute is seeking Planning Committee volunteers for CONNECT 2025 (June 12 & 13 in Toronto).

The Planning Committee is divided into three streams – Core BV, Litigation and Deals. Members of each Planning Committee will identify thought-provoking valuation topics and timely business issues in their designated stream as well as secure expert speakers who can provide robust, in-depth presentations.

Call For CONNECT 2025 Presenters 

Deadline to Respond - September 30, 2024

CBV Institute is accepting proposals from CBVs, lawyers, investment professionals, and industry experts who will offer innovative content for CONNECT 2025, on topics of interest to valuation professionals. CONNECT 2025 will take place June 12 & 13 in Toronto.

Please send submissions to deborah.hanlon@cbvinstitute.com

Learn more... 


PRACTICE CORNER: CONFLICT & INDEPENDENCE CHECKS

CBV Institute’s 2023 Practice Inspection Summary Report includes an important reminder to Members and Students regarding conflict of interest and independence verification processes. In particular, the report stresses the importance of a fulsome and consistently applied client acceptance process, and highlights the importance of maintaining sufficient supporting documentation. A robust client conflict and independence verification process is necessary when providing independent professional services, and upholds the strong reputation of the Institute and its Members and Registered Students.

Read more…

Upcoming Events

Launching Practice Groups for Family Law CBVs!
Are you a CBV specializing in family law? Don’t miss our insightful new webinar, exclusively free for CBV Institute Members. For the past eight months, six dedicated CBVs with extensive family law practice experience have been pioneering a collaborative discussion format, tackling hot topic issues such as income inclusion of retained earnings, disclosure, gross-ups, trusts, and joint engagements.
September 11, 2024    


A BVR & CBV Panel Discussion: Global Trends and Issues in BV
Business valuation requires technical knowledge with real-life practical experience to put forward globally respected valuations of a business, a business interest, and/or intangible assets. Often, there are challenging dynamics including litigation support, corporate finance, and private investments impacting business valuations. Join us for a robust discussion on what keeps you up at night, including key insights on the latest trends impacting business valuations, including ESG and AI, and more emerging issues.
September 19, 2024    


2024 Professional Development Day for Atlantic Canada Business Valuators
Join us in person at this signature event in Halifax, dedicated to leadership in business valuation. Get the latest thinking and insights to advance valuation expertise and confront an ever-changing business environment. Registration is open to CBVs and Registered Students, other valuation professionals, business leaders and representatives from interested professional associations and organizations.  
October 7, 2024    




ALL EVENTS


OTHER EVENTS 

Master Class on Cyber Security Policy for Professionals
Wednesday, August 28, 2024
$180 early bird fee (ends August 19, 2024)
More Information…

Quebec Bar Association presents: Colloque en droit de la famille
(Available in French only) 
October 9, 2024 
CBV promo code: QC1FB9E01710
Earn 6 CPD hours 
More Information...

Career Opportunities

Open Position Company
Senior Associate, Valuations MNP
Calgary
Senior Associate, Valuations Fuller Landau LLP
Toronto
Manager / Senior Manager Davis Martindale
London ON

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CBV Institute is neither affiliated with, nor endorses, the following: 


 

 

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