January 16, 2024



Notice Board

CBV MEMBERSHIP INVOICE RELEASED

The 2024 membership invoices have been released. You can make your payment and view your invoice here.

Please contact membership@cbvinstitute.com if you require any assistance.

Note: Before gaining access to your dashboard, you will be required to confirm your profile information


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 Hotel 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…


CALL FOR VOLUNTEERS – VIDEO SERIES ON BV & AI

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

 

CBV Institute is pleased to announce our upcoming "AI in Business Valuation" video series. This exciting initiative seeks to showcase the dynamic world of business valuation as processes are reimagined to incorporate AI. Targeted at young professionals with CPA or CFA designations and university students, the series aims to highlight the growing role of AI in business valuation, offer insights into the profession's future, and inspire the upcoming generation to consider the CBV designation. We are seeking CBVs who are eager to share their expertise and experiences in this ground-breaking series.

Read More...

 


CBV INSIGHTS 2023 COMPENDIUM

CBV Institute is pleased to release a compendium of our 2023 CBV Insights articles in the publication linked below.

We invite you to share this collection with your networks and others who may find it of interest.

Read the Publication…


BVR RESOURCES AVAILABLE: CANNABIS INDUSTRY

Did you know that CBV Institute has a dedicated BVR portal through which we provide CBVs and Students free access to business valuation books, articles, and data?

For instructions on how to access our BVR portal and unlock this wealth of information, please click here and log in.

Industry guides are included in our BVR portal, including the Cannabis Industry Accounting and Appraisal Guide, 2nd edition, a deep dive into inventory accounting nuances in cannabis, (US-only) tax planning, pre-revenue valuation, other unique issues in cannabis appraisal, and economic damages.

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…

Upcoming Events

 

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 expected nationally. 
January 24, 2024     

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     

Practical Issues in Family Law
CBV Institute and FDRIO are hosting a half-day family law event featuring sessions on the perceptions of CBVs in judicial decisions and current issues in determining income for support purposes, with insights from judges, lawyers, and business valuators.
February 12, 2024    



ALL EVENTS


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


OTHER EVENTS

Webinar: Mental health matters, with Clara Hughes
January 24, 2024, 12 – 1 PM ET
Torys is hosting an event featuring six-time Canadian Olympic medalist Clara Hughes, who will share her personal mental health journey and advocate for awareness and destigmatization. Hughes, a leading mental health advocate in Canada, aims to inspire open dialogue and understanding through her story of overcoming mental health challenges.
Register Here…

 

CAreer Opportunities

       

Open Position Company
Valuation Specialist Pennock Acheson Nielsen Devaney LLP
Edmonton
Financial Analyst Alectra Energy Solutions
Vaughan (Hybrid)
Conseiller.ère en évaluation d’entreprises Fondaction
Montréal
Specialist, Valuations | Forensics | Litigation Crowe Soberman LLP
Toronto
Manager / Senior Manager Davis Martindale
London
PPA & Goodwill Impairment Expert Valu8er Inc.
Toronto
Senior Associate/Associate, Investment Banking Baker Tilly Canada Capital
Vancouver
Analyste / conseiller(ère) principal(e), Gouvernance de l’évaluation Investissements PSP
Montreal

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