MEMBERSHIP APPLICATION DEADLINE APPROACHING

WELCOME NEW BOARD DIRECTORS

CBV Institute is pleased to welcome the following new board members who were elected to the Board of Directors for a 3-year term commencing on June 25, 2024:

• Patrice Dumais, CPA, CFA, ASA, CBV (EY, Montreal); Quebec Region
• James Dyack, CPA, CMA, P.Eng., MBA, CBV (MNP, Calgary); At-Large Director
• Trevor Hood, CPA, CA, CFF, CBV (SB Partners LLP, Burlington); Ontario Region (excluding GTA)
• Lara Pereira, CPA, CA, CBV (McGill University, Montreal); At-Large Director

CBV Institute is also pleased to announce its 2024/2024 Executive Committee:

• Board Chair - Chris Polson, MBA, CFF, CPA, CMA, CFA, CBV (PwC Canada, Toronto)
• Board Vice Chair - Susie Foley, CPA, CA, CBV (KPMG, Vancouver)
• Board Secretary-Treasurer - Prem Lobo, CFE, CFF, AM, ABV, CEIV, CPA, CPA (U.S.), CA, CBV (Cohen Hamilton Steger & Co. Inc., Toronto).

More information on CBV Institute’s 2024/2025 Board of Directors is available here.

CBV MATTERS TO GO BI-WEEKLY

Starting on July 3, 2024, CBV Matters will be transitioning to a bi-weekly schedule for the duration of the summer. CBVs and Registered Students will receive CBV Matters on July 3, July 17, July 31, August 14, and August 28. The schedule will return to weekly on September 4.

If you have any questions about this revised schedule, please contact kevin.floether@cbvinstitute.com.

NEW PRACTICE RESOURCE: AI PRIMER

CBV Institute has released a new practice resource, Primer on Artificial Intelligence – Essential Considerations for CBVs on the responsible use of AI. The primer covers the use of AI systems that are well-established in financial and litigation services (e.g., predictive AI such as e-discovery software) as well as the newer generative AI applications (e.g., ChatGPT, Copilot, and Gemini). Read More…

SEEKING PART-TIME ACADEMIC ADVISOR

CBV Institute is seeking an experienced and dedicated CBV to support our Education Department in the role of Academic Advisor (as a part-time independent contractor).

The Institute’s Academic Advisors play a pivotal role in the Institute’s Program of Studies and act as an intermediary between the course instructors and Institute staff. This pivotal role collaborates with another Academic Advisor to support the delivery, evaluation, and enhancement of our Program of Studies, administered in partnership with York University.

The ideal candidate will possess a strong background in education and business valuation, demonstrating a commitment to maintaining and improving the highest standards of our educational offerings. Experience with testing and assessment in business/ finance education would be considered an asset. This role will specifically involve oversight of Level II, Level III, Corporate Finance, and Private Investments courses.

Read More...

NEW IVS: FREE CPD RESOURCE

Thirsty for CPD this summer? The newest edition of International Valuation Standards (IVS) is out and our very own Catalina Miranda, VP, Regulatory & Standards has delivered a targeted update to Members of CBV Institute. This one-hour webinar is now available for free to all Members and Registered Students.

Grab your beverage of choice, prop up your pool chair, and press play: Updates to International Valuation Standards (remember to log in to access this free Members-only content).

SEEKING CBV INTERVIEWS FOR MASTER'S RESEARCH

CBV Institute was recently contacted by a Master's student from ENOES, an accounting school in Paris, who is conducting academic research on the valuation of holding companies. As France does not have a business valuation credential (such as the CBV), the student is interested in learning about the perspective of specialists outside of France.

The study focuses on how CBVs choose valuation methods and criteria, particularly for holding companies. The student is seeking to interview CBVs to gain insights and enhance the quality of the dissertation. Interested CBVs can participate in flexible online interviews, conducted in English or French, and lasting up to one hour. Should the participant prefer, interviews can also be conducted anonymously. This is a valuable opportunity to share expertise and contribute to academic research in business valuation.

Interested parties should reach out to kevin.floether@cbvinstitute.com.

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