WELCOME NEWEST CBVs

Welcome and congratulations to our 62 newest CBVs, admitted on November 30, 2023.

View New Members…

MQE 2023 - TOP MARK RECIPIENTS

Congratulations go out to the following individuals for their achievements on the 2023 MQE:

Kristian Paul Fafard, CPA, CFA – George Ovens Award Recipient
Jinwei Tang, CPA, CFA – Second-Highest Mark
Simon Hicks, CPA, CBV – Third-Highest Mark

View their messages of thanks…

WINTER TERM REGISTRATION OPEN

Registration for the Winter 2023 term is open. The deadline to register is January 12, 2024. 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.

Register Here...

MQE 2024 - CALL FOR QUESTIONS

Preparations for the 2024 MQE are under way! CBVs interested in submitting a question for the 2024 MQE should submit a 1-page synopsis of their question to CBV Institute's Education Department, at education@cbvinstitute.com, by Monday, January 8, 2024.

CBVs will be invited to the 2024 MQE Authors Clinic (on Friday, January 12, 2024) based in part on their synopsis.

SPECIAL STATUS APPLICATIONS

If you're considering applying for any special membership statuses (Parental leave, retiree, financial hardship, disability or education), please submit your form to membership@cbvinstitute.com.

Application Forms…

Note: If you currently are a retired member, you do NOT need to resubmit a retiree form

DIGITAL BADGES FOR CBVs NOW AVAILABLE

CBV Institute is pleased to announce that digital badges have been issued to all CBVs. These badges were sent to your newsletter email address from “Chartered Business Valuators Institute”. It's possible that the initial email may have been filtered into your spam folder, so we encourage you to check there if it’s not in your inbox.

For those who still are unable to find the email, we will be sending a follow-up email tomorrow using a different delivery method to ensure receipt. If you do not receive your digital badge by Friday, we're here to help. Please contact kevin.floether@cbvinstitute.com for assistance.

For any questions regarding the digital badges, please consult our FAQ page.

HAPPY HOLIDAYS FROM CBV INSTITUTE

The office will be closed from December 23, 2023, to January 2, 2024. We will reopen on January 3, 2024.

CBV Matters will be taking a two-week hiatus over the holidays. The last edition of CBV Matters in 2023 will be on December 20, and the first in 2024 will be on January 10.

All of us at CBV Institute wish you a safe and happy holiday season!

CALL FOR VOLUNTEERS – VIDEO SERIES ON BV & AI

Join Our "AI in Business Valuation" Video Series as a CBV Contributor!

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Challenges to Quantifying Economic Harm from Data Breaches Join us for an enlightening session on economic damage assessment in data breach incidents, led by Dr. Erica Greulich and Dr. Stuart Gurrea from Secretariat International. They will unpack the complexities and common pitfalls in quantifying economic harm due to compromised personal data, a pressing issue in today's digital landscape. This event promises valuable insights for professionals navigating the intricate world of data security and privacy. January 17, 2024   REGISTER

Economic Outlook Join the BC Workshop as they welcome Bryan Yu, Chief Economist for Central 1 Credit Union. Bryan will provide attendees with his annual BC economic review of 2023 and outlook for 2024. While Bryan focuses on BC, his session will provide attendees with a temperature reading of what can be expexted nationally. January 24, 2024   REGISTER

Minority Discounts for Public Equities. Yes? No? Maybe? Explore the topic of minority discounts in publicly traded equities with Susan Glass, a retired partner from KPMG. In this session, she will examine all sides of the debate—"No", "Yes", and "Maybe"—integrating research and her recommendations. Special focus will be given to identifying factors that indicate the presence or absence of a discount, and its implications for valuation in various scenarios, including fairness opinions and litigation matters. January 31, 2024   REGISTER

SAVE THE DATE! CONNECT 2024 – Montreal, QC – June 20 & 21

OTHER EVENTS 

Webinar: Climate Reporting - What Your Firm Needs to Know
Thursday, December 14, 2023, 12-1 PM ET
Climate change is prompting significant changes in business operations, with Canada's major public companies increasingly reporting their greenhouse gas emissions and setting reduction targets. This free webinar, hosted by Smith Business Insight and the Institute for Sustainable Finance, will address climate disclosure issues and expectations. Featuring Canadian industry leaders and sustainable finance experts, the session will cover topics like climate risk disclosure performance, regulatory developments, and strategies for engaging with high-emitting firms to facilitate a transition to net-zero emissions.
Register Here...