CHANGES TO NOMINATION & ELECTION PROCESSES

Yesterday, all Members received an email with respect to CBV Institute contemplating a change to its nomination and election processes. The Discussion Paper attached here outlines the reasons for the contemplated change.

Stakeholder input will be collected via:

1. Responses to the aforementioned Paper in an email to Christine Sawchuk, President & CEO(christine.sawchuk@cbvinstitute.com) and Susie Foley, Chair of the Governance and Nomination Committee, CBV Institute (susiefoley@kpmg.ca) by September 30th.
2. Feedback collected at the annual virtual practice roundtables in early October. To sign up for these events, please click here.
3. Feedback collected at a virtual roundtable which will focus on this matter on November 2nd. To sign up for this event, please email Deborah Hanlon.

We look forward to receiving your feedback on this matter.

SURVEY ON JOINT RETAINER PRACTICES

CBV Institute is surveying CBVs and Registered Students who have experience in joint retainer engagements. The goal of the survey is to compile data on the issues that come up in joint retainer engagements and how they are dealt with in practice. This data will inform guidance for the profession. Your responses will be kept confidential, and the survey will take approximately 5 minutes to complete. Have your say! Access the survey…

CBV INSTITUTE PRACTICE ROUNDTABLES

Join Dr. Christine Sawchuk, President & CEO, CBV Institute, Catalina Miranda, Vice President, Regulatory & Standards, CBV Institute, and your Regional Directors to share feedback on Institute initiatives and express your thoughts on the progress of our profession. Your perspective is essential in shaping how CBV Institute moves forward.

More information and registration is available at the links below.

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.

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CBV INSTITUTE SUPPORTING IVAS-IVSC CONFERENCE

CBV Institute is proud to be a supporting partner of the 2023 IVAS-IVSC Business Valuation Conference, taking place October 3 & 4, 2023.

Join other thought leaders, policymakers, business leaders, and business valuation professionals at this conference for valuable insights and discussions on the latest trends and developments relating to business valuation.

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OTHER EVENTS 

Kroll Webinar: Higher for Longer? Cost of Capital in the Current Environment
September 28, 2023, 11:30 a.m. ET

ACG Toronto – 21st Capital Connection Conference
Canada’s largest debt and equity marketplace
November 14, 2023 – Beanfield Centre, Toronto

ASA Litigation in Valuation Conference 
November 30, 2023 - Virtual 

PAID ADVERTISEMENTS

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