February 15, 2023

UPCOMING EVENT: IWD WITH MARY HAGERMAN

In recognition of International Women’s Day (IWD), CBV Institute will be hosting a free webinar featuring a fireside chat with Dr. Christine Sawchuk, President and CEO, CBV Institute, and Mary Hagerman, Senior Portfolio Manager, Raymond James, and a self-described tenacious woman.

Join us on March 8, 2023, at 12pm ET as Mary shares her secrets to success, and how she created a name for herself among the sea of men who dominate this industry.

IN THE SPOTLIGHT: JT DHOOT

JT Dhoot is uniquely qualified to resolve complex valuation issues involving commercial real estate, privately held businesses, and financial securities. With more than a decade of experience in industry and consultancy, he serves a diverse client base, including entrepreneurs, their professional advisors, and leaders across the public, private and not-for-profit sectors.

JT believes that understanding the “why” and the story behind the numbers is critical, stressing the importance of simplifying complex issues to make them accessible to the users of his reports.

We asked JT about his journey as a CBV, including his takeaways from the CBV Program of Studies.

REGIONAL DIRECTOR ELECTION: CALL FOR NOMINATIONS

Nominations for the 2023 Regional Election (the Province of Ontario, not including the City of Toronto) are due February 28, 2023.

In accordance with the By-laws, CBV Institute is to report to the Members, prior to the end of the nominating period, the nominations that have been received for each region. To date, no nominations have been received.

Completed nomination forms must be returned by February 28, 2023, by email (pdf) to The Secretary, c/o Deborah Hanlon (deborah.hanlon@cbvinstitute.com), CBV Institute, 277 Wellington St. West, Suite 808, Toronto, on M5V 3E4. Ballots for each regional election will be issued in early March.

More Information...

PROGRAM OF STUDIES - UPCOMING DEADLINES

Exam Opt-Out Deadline – Tuesday, February 21

York University will send all students a link to opt-out of their course exam if they so wish. After opting-out of an exam, a reduced re-enrolment price will automatically apply when you register for that course in the next semester. Students will not be permitted to opt-out of their exam after this deadline.

Apply for Academic Accommodations Deadline – Tuesday, February 21

In order to apply for academic accommodations, students may submit the appropriate documentation to education@cbvinstitute.com.

More information...

TORONTO WORKSHOP - VOLUNTEERS NEEDED

Workshops are collaborative venues for CBV professional development at the local level. Workshops advance professional topics of local interest and provide the opportunity for CBVs to receive technical guidance close to home. Workshops qualify to earn CPD hours from CBV Institute. Organizers also promote regional networking activities and social events, supporting a sense of community that connects the CBV profession.

Facilitated by CBV Institute, workshops are spearheaded by dedicated volunteers. Regional organizing committees are mobilized by CBVs to plan and deliver events, which are open to all CBVs and Students in the local area.

If you are interested in volunteering for the Toronto Workshop Committee, please send an email to deborah.hanlon@cbvinstitute.com by February 15, 2023.

CBV CONNECT 2023 – SPONSORSHIP OPPORTUNITIES

SAVE THE DATE

CBV Institute's annual gathering of business valuation professionals has a new name - CBV CONNECT 2023, It will be taking place in Toronto on June 8 & 9, 2023, at The Sheraton Centre Toronto Hotel. Make sure to save this date in your calendar as registration will be opening in the coming weeks. Details will be announced in a future edition of CBV Matters.

SPONSORSHIP OPPORTUNITIES

Is your firm looking to recruit CBVs now or in the future, or hoping to grow awareness of its business valuation practice? Does your firm provide a tool, product, or service that would be of interest to CBVs?

If you answered yes to any of the above, you’ll want to partner with us by sponsoring CBV CONNECT 2023.

EXPOSURE DRAFT RELEASED: ADOPTION OF IVS AS OPTIONAL USE PRACTICE STANDARDS

CBV Institute has released an exposure draft proposing the adoption and permitted (optional) use of the International Valuation Standards (IVS) as issued by the International Valuation Standards Council (IVSC) for independent valuation engagements which would otherwise be performed in accordance with CBV Institute Practice Standards Nos. 100, 110, 120 and 130. For clarity, IVS would be adopted as an option alongside, rather than replacing, Practice Standards Nos. 100, 110, 120 and 130.

CBV Institute and its Professional Practice and Standards Committee (PPSC) have been discussing the adoption of IVS for several years. The publication of this Exposure Draft is a significant step forward towards global harmonization of valuation standards for the benefit of the public interest. CBV Institute and CBVs have had a leading role in shaping IVS into what they are today – the leading internationally recognized standards for valuations of all asset types, including business valuation.

Demo – Cost of Capital Navigator
	Join Kroll experts for this free webinar as they provide a comprehensive demo of the Cost of Capital Navigator. This online tool guides you through the process of developing global cost of capital estimates, a key component of any valuation analysis. Learn more about the Canadian-centric data Kroll offers in their platform and how CBV Members can save up to 25% on Cost of Capital Navigator Modules.
February 22, 2023		REGISTER

The Economic Environment and Valuation for Engineering and Architecture Firms
	Join Sonya King, RSM’s industry Eminent and Paul Mandel, CBV as they discuss: An overview of the general economic environment An overview of economics impacting Engineering and Architecture Firms (construction industry) Public and private market trading multiples for Engineering and Architecture Firms A case study of valuation for a small engineering firm A case study of valuation for a large architecture firm
March 1, 2023		REGISTER

CBV Institute Celebrates IWD With Mary Hagerman: The Black Belt Portfolio Manager
	A Senior Portfolio Manager with Raymond James, Mary is a self-described tenacious woman. In this free webinar, Mary will share her secrets to success – how she created a name for herself among the sea of men who dominate this industry. Here’s some of what you can look forward to in this International Women’s Day webinar: Hear about the steps Mary took to grow her “The Prosperous and Happy Life” brand, which, in her view, is essential to achieving professional and personal success. Engage in a discussion as to why, in Mary’s view, people cannot be truly happy if they have an unhealthy relationship with their finances. Learn how Mary incorporates the skills and discipline that earned her a black belt in karate into her service offerings. In short, she dares to be unique in her conversations about money, and this is one reason she has successfully risen through the ranks in an industry largely dominated by men.
March 8, 2023		REGISTER

ALL EVENTS

OTHER EVENTS

Demystifying Scope 3

Tuesday, February 21, 2023 – 11:00am ET

Hundreds of companies have announced in the past few years about becoming net zero or carbon neutral by 2050. However, this can be a challenge regarding Scope 3 emissions, defined by the Greenhouse Gas Protocol as including all indirect emissions in the company’s value chain.
Join S&P Global Market Intelligence for the first episode in their Demystifying Sustainability webinar series to hear specialists from S&P Global, Illumina, and Mastercard discuss:

What is Scope 3
The how-to of Scope 3 accounting
Our panel's perspectives on long-time Scope 3 reporting, supplier engagement and target setting

Open Position	Company
Strategic Financial Valuation	Pratt & Whitney Canada Quebec
Manager/Senior Manager, Valuations	Davis Martindale London
Valuations Associate	Davis Martindale London
Valuation Specialist	BDC Montreal
Director, Valuation	CDPQ Montreal
Expert en évaluation d’entreprise (EEE / CBV)	G4 Solutions Laval
Advisor/Senior Advisor, Valuation Governance (Real Estate)	PSP Investments Montréal
DIRECTEUR/DIRECTEUR PRINCIPAL- ÉVALUATION D’ENTREPRISES ET SERVICES-CONSEILS	Demers Beaulne, S.E.N.C.R.L. Montréal
Principal, Portfolio Strategy and Development	BHP Toronto
Conseiller(ère), acquisitions et projets financiers	Sollio Agriculture Montréal

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