August 2, 2023



Notice
Board
Upcoming
Events
Career
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Important Deadlines

2023 MQE REGISTRATION CLOSING

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AUGUST 
14
2023
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Registration for the 2023 MQE is closing on August 14. The date of the 2023 MQE is Wednesday, September 20, 2023.

All documents such as policies, mandatory course notes, past MQE booklets, and solutions are available in your CBV Institute account, on the MQE candidate tab. Once it is available, online proctoring information will also appear on your CBV account candidate page, it will be sent via email, and it will be included in an edition of CBV Matters. Students will be given the opportunity to test the online testing environment.

Ensure that you apply for exemption(s) that you are eligible for prior to registering for the MQE. The system will not recognize that you have completed the course requirement unless you submit your exemption request.

All questions related to the MQE must be sent to MQE@cbvinstitute.com.

More Information…

Notice Board

CALL FOR VOLUNTEERS: RETIREMENT ROUNDTABLES

CBV Institute is looking for CBVs who may retire in the next 24 months to participate in two roundtable sessions. In the first session, participants will discuss professional practice issues around retiring and winding up. Findings from the first session will inform the development of a retirement guide that will be made available for free to our Members. In the second session, participants will discuss CBV Institute’s ‘Retiree Fee’ conditions as outlined in the Fee Structures Policy.

To express your interest in being involved in one or both roundtable discussions, please email heather.bennett@cbvinstitute.com by Friday, August 4th. The roundtable sessions will take place in September.

CONNECT 2024 - CALLS FOR VOLUNTEERS & SPEAKERS

Call for Volunteers

CBV Institute is looking for conference planning committee members for CONNECT 2024 (June 20 & 21 in Montreal, QC).

The Conference Planning Committee is divided into 3 streams – Core BV, Litigation and Deals. Members of each Planning Committee will identify stimulating valuation topics and cutting-edge business issues in their designated stream as well as secure expert speakers who can provide robust, in-depth presentations.

Read More...

Call for Presenters

CBV Institute is accepting proposals from CBVs, lawyers, investment professionals and industry experts, that will offer cutting-edge content for CONNECT 2024, for all topics of interest to valuation professionals. CONNECT 2024 will be taking place June 20 & 21 in Montreal, QC.

Read More...

Additionally, CBV Institute is also interested in knowing if there any themes/topics that you would like to see addressed at CONNECT. Please submit your topic ideas by September 30, 2023 to deborah.hanlon@cbvinstitute.com.

SPONSORED RESEARCH INITIATIVE – REQUEST FOR PROPOSALS

Proposals for CBV Institute’s annual Sponsored Research Initiative are due by September 21, 2023.

CBV Institute welcomes all submissions that further innovative research in the business valuation field, including from Registered Students in the CBV Program of Studies and from CBVs at any stage of their career. Submissions are also welcomed from academics and professionals who do not hold the CBV designation but who work in complementary areas such as accounting, finance, economics, and litigation.

The winning proposal can be on any under-explored topic of relevance to business valuation practitioners. Top-of-mind topics for this year include but are not limited to: (1) the unique challenges of valuing start-ups and high-growth companies, including Generative AI companies; (2) takeaways for practitioners from recent public market fluctuations e.g., the boom-bust cycles in technology, cannabis, and crypto; and (3) practice management considerations related to the adoption of AI and AVMs.

CBV Institute provides compensation of $10,000 for completion of the selected research project.

Read More…

CALL FOR CBV TUTORS

Seeking a fulfilling opportunity to contribute to your profession? CBV Institute invites seasoned CBVs throughout Canada to extend their expertise as tutors for Registered Students in our CBV Program of Studies. The level of involvement is flexible with the tutoring arrangement facilitated directly between the Registered Student and tutor.

To express your interest in shaping the next generation of CBVs, reach out to our Education Department. Please provide your location, the courses you're comfortable tutoring, and your preferred contact details at education@cbvinstitute.com.

 

NEW VIDEO: CBV INSIGHTS LITIGATION SERIES

We are excited to announce the latest addition to our Litigation Support Video Series, focusing on the complexities of documentation and information in litigation support mandates. In this video, the fourth and final in the series, Mathieu Lapointe, CBV, M.Sc., interviews Jason Boyer, CPA, CA, CBV, and Esther Dumoulin, CPA, CBV, about navigating some of the documentation and information challenges CBVs face when preparing valuation or expert reports in the context of disputes.

We encourage CBVs and Registered Students to watch this video and share it with their networks.

Watch the Video…

FALL TERM REGISTRATION OPENS SOON

Registration for the Fall 2023 term opens on August 15, 2023. The deadline to register for the Fall term is August 31, 2023. Please register early, late registrations will not be accepted.

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

CBV INSTITUTE IN THE NEWS

We are pleased to share CBV Institute's recent recognition in the media!

Pivot Magazine recently highlighted the transformative impact of the CBV designation on careers, providing insights from our industry leaders. In it, three CBVs, Kiki Anadu, Vice-President; PwC, Shilpa Arora, General Manager, DoorDash Canada; Jennifer Samarco, CPA, CA, CBV, Vice-President, Investment Finance and Valuations, OMERS; and Dr. Christine Sawchuk, MEd, EdD, CPA, CA, CBV, President and CEO, CBV Institute provide testimonials and insights on how the designation has elevated their careers.

Read the Article…

Meanwhile, our exciting partnership with the Financial Modeling Institute (FMI), offering enhanced learning opportunities for Registered Students, was spotlighted on YahooFinance.com. By way of reminder, we issued a news release announcing a partnership, which will provide all Registered Students in CBV Institute’s Program of Studies with access to FMI Foundations, an introductory program covering key concepts and best practices in financial modeling.

Read the Article…
 

 

Upcoming Events

 

Navigating the Hidden Cost of Employment Liabilities in a Valuation
Modern business valuation methods often overlook employment liabilities, a key strategic aspect. These liabilities, such as unfunded pensions, often arise from complex, unpredictable factors like dismissals, and are influenced by intricate employment law principles like common law reasonable notice. Join Alex Kagan from Aird & Berlis LLP as he explores how these employment liabilities affect business valuation, their implications in transactions, and strategies to manage them. He will also highlight the role of employment contracts and key differences in share and asset purchases.
September 26, 2023   REGISTER  
Forensic Tracing of Cryptocurrency Transactions
Join Brandon Lewis (Partner, White and Lewis) as he provides a basic understanding of how digital currencies, particularly cryptocurrencies, can be traced and analyzed in forensic investigations. As cryptocurrencies gain popularity, it becomes essential for investigators and legal professionals to grasp the tools and techniques available to unravel the digital trail left behind by these decentralized assets.
September 27, 2023   REGISTER  
How to Engage and Assure your Readers
Join Susan Glass (Retired Partner, KPMG), as she focuses on how to write a well-supported report that will engage your readers and provide them with confidence in your work. Amongst other things, consideration will be given to the report writing process, report content and organization, and key elements of report writing, including how to write clearly and concisely, the appropriate tense to use in valuation reports, and phrases to avoid. Susan will also walk registrants through relevant formatting issues. Finally, she will consider how reports should or will differ depending on the purpose of the valuation (litigation, tax, securities law, portfolio management, financial reporting, etc.) and the location of the engagement (Canada, U.S., U.K., etc.), along with the pros and cons of using report templates.
October 18, 2023   REGISTER  


ALL EVENTS

 

CAreer Opportunities

 

        
Open Position Company
Valuations Specialist Capital Power Corporation
Edmonton
Associate and/or Senior Associate (Hybrid/Remote Role) White & Lewis
Toronto
Manager, Finance Marketing BRP
Montreal
Finance Marketing Analyst BRP
Montreal
Associate, Valuations, CBV Troy Valuations
Calgary

PAID ADVERTISEMENTS

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

 

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