CBV CONNECT 2024 - SPONSORSHIP OPPORTUNITIES

SAVE THE DATE

CBV Institute's annual gathering of business valuation professionals will be taking place in Montreal on June 20 & 21, 2024, at The Bonaventure. 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 2024.

Read More…

CBV MEMBERSHIP INVOICE

The 2024 membership invoice will be issued on Jan 15, 2024. Please keep an eye on your mailbox and ensure your email address is up to date.

CBV INSTITUTE LAUNCHES MENTORSHIP PROGRAM

Sharing Professional and Personal Experience to Advance Careers in Business Valuation

As part of CBV Institute’s focus on and commitment to ED&I, this inaugural Mentorship Program is designed to connect mentors and female mentees in meaningful and respectful mentoring relationships.

Navigating a business valuation career path can be daunting, and having a mentor with experience in the field can support mentees in furthering their professional growth. Mentors will have the opportunity to “pay-it-forward” in a meaningful way, by sharing their accumulated knowledge and experience, and by knowing they are giving back, empowering and advancing a female professional in the early stages of her career.

The mentor and mentee application forms, along with additional information, are available on our website.

View Here…

CBV INSTITUTE & AIMA CANADA JOINT WEBINAR

AIMA Canada and CBV Institute Present: Trends in Canadian Business Valuations

This upcoming event will explore current trends affecting business valuations in the context of alternative investments. Topics include the impact of technology and data analytics, the role of ESG factors, regulatory changes, and the dynamics of secondary markets. This event aims to provide valuable insights for professionals involved in business valuation, litigation support, corporate finance, and private investments.

Speakers will include three CBV Institute Board Members: Chris Polson, Vice-Chair of the Board and Partner at PwC Canada; Kevin Hutchinson, Board Director and Senior Vice President, Investment Finance & Valuations at OMERS; and Cameron McInnis, Board Director and Chief Accountant at the Ontario Securities Commission.

More Information…

CONNECT 2023 WHITE PAPER

In a recent whitepaper from CONNECT 2023 sponsor Finvox Analytics, the authors dive into the option pricing model backsolve valuation method. The paper highlights its complexities, limitations, and alternative approaches for accurate business valuations. We thank our sponsors for this valuable contribution and encourage our CBVs to explore this comprehensive resource for enhanced valuation strategies.

Read the Paper…

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