December 11, 2024

Notice
Board

Upcoming
Events

Career
Opportunities

WELCOME ALL NEW MEMBERS ADMITTED IN 2024

CBV Institute congratulates the following individuals, who on admission to Membership, are entitled to use the CBV designation.

View New Members Here...

DECEMBER

2024

TOP CBV UNDER 40 IN MEMORY OF DAVID CORNFIELD CA, CBV

This award recognizes an exceptional CBV on-the-rise in his or her career who has demonstrated success in a broad range of interests, brought distinction to the profession and embodies outstanding service. Such a CBV is inspiring not only for career accomplishments, but for realizing meaningful ways of giving back.

Nomination Deadline: December 31, 2024

Download the nomination form...

View Policy...

HELP SHAPE CBV INSTITUTE’S FUTURE

Help shape CBV Institute’s future! Our 2024 “Our Path Forward” survey is now open, and your insights will directly inform our next strategic plan, set to commence in January 2026. It takes less than 20 minutes to complete, and responses are strictly confidential.

BONUS: Respondents can enter to win a $250 Amazon gift card.

This survey is open until December 20, 2024.

Access Survey...

2024 FALL TERM COURSE RESULTS POSTED

The following course averages and pass rates were achieved in the CBV Institute’s Fall 2024 term.

Congratulations to the individuals noted below, who achieved the highest marks.

Course	Course Average	Course Pass Rate	Individual Achieving Highest Mark
Level I BV	67%	77%	Candice Tong
Level II BV	68%	86%	Zachary Craig
Level III BV	70%	88%	Luisa Avery
Level IV BV	63%	84%	Tyler Ham
Corporate Finance	68%	85%	Vivian Huynh
Litigation in Business Valuation	69%	95%	Robert Lava
Private Investments	66%	82%	Marcorious Iskander
Valuation For Financial Reporting	69%	85%	Steven Polsinelli

WINTER TERM REGISTRATION OPEN

Registration for the Winter 2025 term is open. The deadline to register is January 10, 2025. Please register early 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.

SEEKING A CBV FOR AN IN-CLASS PRESENTATION

We are seeking a CBV to deliver a 30-minute presentation about the CBV designation to third-year Finance students at York University.

The presentation will take place during the first lecture of ADMS 3531: Personal Investment Management on Tuesday, January 7, 2025, at 11:30 AM ET in the Victor-Phillip Dahdaleh Building, York University.

This is an excellent opportunity to introduce students to the value of the CBV designation and inspire the next generation.

If you are interested or would like more details, please contact Kevin Floether, Manager, Marketing & Communications, CBV Institute at kevin.floether@cbvinstitute.com

SEEKING A JUDGE FOR AIM CONFERENCE

York University's Atkinson Professional Accounting Association is hosting the AIM Conference 2025, a dynamic two-day event focused on Diversity, Equity & Inclusion (DEI). This engaging conference will include a case competition, panel discussion, and career fair networking session.

We are seeking a CBV, ideally at the senior or manager level with extensive accounting expertise, to volunteer as a judge for the Case Competition. Additionally, we are looking for another CBV to join a CBV Institute staff member at the career fair.

Date: January 9 & 10, 2025

Case Competition: January 9, 2025 (1:00 - 4:00 PM ET)

AIM Career Fair: January 10, 2025 (3:30 - 5:00 PM ET)

Location: York University

If you are interested or know someone who maybe a good fit pease contact Kevin Floether, Manager, Marketing & Communications at CBV Institute, via email at kevin.floether@cbvinstitute.com.

IVSC AGM 2024 HIGHLIGHTS

The IVSC AGM 2024 held this year in Hong Kong, brought together over 200 valuation professionals globally. The AGM featured a comprehensive three-day program, with all IVSC standards boards convening to advance their work programs and consider valuable feedback from the recent Agenda Consultation. Catalina Miranda, CBV, Vice President, Regulatory & Standards, CBV Institute, participated in meetings hosted by the IVSC Business Valuation Board (BVB), while the Financial Instruments (FI) board meetings were chaired by Thomas Lee, CBV Partner, KPMG Canada.

Public recordings of the BV and FI board meetings are now available, offering a glimpse into the work shaping global valuation standards.

Watch Here…

2025 MQE - CALL FOR QUESTIONS

Preparations for the 2025 MQE are under way. CBVs who wish to contribute a question for the 2025 MQE are invited to submit a one-page synopsis to CBV Institute's Education Department, at education@cbvinstitute.com, by Monday, January 6, 2025.

Selected CBVs will be invited to the 2025 MQE Authors’ Clinic (on Thursday, January 16, 2025) based in part on their synopsis.

HAPPY HOLIDAYS FROM CBV INSTITUTE

CBV Institute’s office will be closed from December 24, 2024, to January 5, 2025. We will reopen on January 6, 2025.

CBV Matters will be taking a two-week hiatus over the holidays. The last edition in 2024 will be on December 18 and the first in 2025 will be on January 8.

Here’s to a safe, enjoyable, and relaxing holiday season!

Economic Update
	Join Bryan Yu, Chief Economist for Central 1 Credit Union as he delivers his annual economic review, highlighting key developments from 2024 and offering insights into what we can expect in 2025. While Bryan focuses on B.C., his session will provide attendees with a temperature reading of what can be expected nationally.
January 21, 2025		REGISTER

Expropriation – What’s it all About?
	Expropriation – you may have heard the term, but do you know what it means and how a CBV can assist in expropriation matters? Join Paula Frederick, FCBV, Principal, Cohen Hamilton Steger & Co. Inc., Heather Jones, Partner, Gowling WLG Vancouver, and, Mila Badran, Partner, Gowling WLG Montreal as they take participants through the expropriation process and the differing expropriation laws across Canada. The various types of claims will be explained along with the role of a CBV, as well as other experts and Counsel, in quantifying the claimant’s compensation will be examined. Practical aspects will be discussed in terms of how a CBV can assist during each step of the expropriation process. Lastly, current issues in the quantification of a claimant’s compensation will be explored.
January 22, 2025		REGISTER

Bridging the Gap: Key Insights into Business Financing
	Join Kyle Kreppenhofer, Commercial Capital Advisor, Ashdown Capital as he provides CBVs with an overview of the unique aspects of acquisition financing that impact valuation. He’ll introduce Ashdown Capital, covering its mission and approach, and then explore market trends, common financing challenges, along with the implications for business valuations. Through practical insights and examples, attendees will gain a deeper understanding of how financing dynamics influence valuations, equipping them to better navigate the intersection of financing and valuation in acquisition scenarios.
February 5, 2025		REGISTER

ALL EVENTS

OTHER EVENTS

Valuation Webinar: DCF Modeling in LSEG Workspace (FREE)
Learn to value companies with precision using DCF modeling and LSEG Workspace's intuitive tools and rich content.
December 17, 2024 - 12:00 PM ET
Learn more...

Hot topics in business valuation: A CBV Institute and CPA Ontario collaboration
CBV Members can use the promo code CBV60 to receive a $60 discount until February 20, 2025
Register Here...

Open Position	Company
Associate/Manager/Senior Manager: Valuations, Damages Quantification & Forensic Accounting	Cohen Hamilton Steger Toronto
Senior Manager, Valuation and Corporate Finance	Baker Tilly WM LLP Toronto
Valuations Associate	Lipton Polisuk Inc. Toronto
Business Valuations & Litigation Support	Hoare•Dalton London
Analyst, M&A	Sequeira Partners Edmonton or Vancouver
Analyst, Valuations	Sequeira Partners Calgary or Edmonton

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