CONNECT 2025 - CALL FOR VOLUNTEERS AND CONFERENCE PRESENTERS

Call For CONNECT 2025 Volunteers

Deadline to Respond – September 18, 2024

CBV Institute is looking for planning committee members for CONNECT 2025 (June 12 & 13 in Toronto).

The Planning Committee is divided into three streams – Core BV, Litigation and Deals. Members of each Planning Committee will identify thought-provoking valuation topics and timely business issues in their designated stream as well as secure expert speakers who can provide robust, in-depth presentations.

Call For CONNECT 2025 Presenters 

Deadline to Respond - September 30, 2024

CBV Institute is accepting proposals from CBVs, lawyers, investment professionals, and industry experts who will offer innovative content for CONNECT 2025, for all topics of interest to valuation professionals. CONNECT 2025 will be taking place June 12 & 13 in Toronto.

Please send submissions to deborah.hanlon@cbvinstitute.com

Learn more... 

WE ARE MOVING!

Please note that as of August 12, 2024, CBV Institute will be located at: 141 Adelaide Street West Suite 1007, Toronto, ON M5H 3L5

SPONSORED RESEARCH INITIATIVE – REQUEST FOR PROPOSALS

Proposals for CBV Institute’s annual Sponsored Research Initiative are due by September 9, 2024.

CBV Institute welcomes all submissions that further innovative research in the business valuation field, including those from students enrolled in CBV Institute's Program of Studies and from CBVs at any stage of their career. We also welcome submissions from academics and professionals who do not hold the CBV designation but work in complementary areas such as accounting, finance, economics, data science, and litigation.

The winning proposal can be on any under-explored topic of relevance to business valuation practitioners. Top-of-mind topics include:

• ESG/sustainability (e.g., how ESG considerations – beyond their purely financial aspect – may be taken into account in business valuation)
• Generative AI (e.g., how to value generative AI processes as part of an organization's value-creation process)
• Lingering effects of the Covid-19 pandemic (e.g., shifts to the labour market and other costs);
• Intangible assets

CBV Institute provides compensation of $10,000 for completion of the selected research

Read more..

PRACTICE CORNER: IMPORTANT NOTICE TO STUDENTS

CBV Institute’s 2023 Practice Inspection Summary Report includes an important notice to Registered Students about their responsibilities under the Code of Ethics and Practice Standards. It boils down to this: Registered Students have the same responsibilities as Members, especially when issuing work products. Specifically, Registered Students should keep several critical factors in mind, competence, experience, quality control, peer review, and other valuation process considerations.

Read the full notice to Registered Students…

LAUNCHING PRACTICE GROUPS FOR FAMILY LAW CBVs!

Are you a CBV specializing in family law? Would you like to join a group of your peers for regular discussions about the most topical or disputed issues in family law engagements? Sign up for a free September webinar to find out how you can be a part of the Institute’s new collaborative initiative.

Please note that this webinar is only available to Members and Registered Students, so you must log into your account to access registration for this webinar. To register:

Step 1: Visit this link. 

Step 2: Log-in to your account

Step 3: Select the webinar Launching Practice Groups for Family Law CBVs and register for free.

Already sold on the idea of signing up for a new Practice Group? Email Heather Bennett, CBV Senior Manager, Thought Leadership and Professional, Practice CBV Institute to express your interest in joining heather.bennett@cbvinstitute.com.

Additional information can be found in the Events section (below).

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…

DIGITAL BADGE REMINDER!

A reminder to all CBVs – CBV Institute has distributed digital badges that can be shared on your LinkedIn profile. We encourage all CBVs to showcase their digital badges as they are a testament to your hard work, expertise, and commitment to excellence in business valuation.

Displaying your digital badge can enhance your professional profile, both online and offline.

If you have any questions about how to use your digital badge or need assistance, please consult our FAQ page or contact Kevin Floether at kevin.floether@cbvinstitute.com for assistance.

CALL FOR CBV TUTORS

Seeking a fulfilling opportunity to contribute to our profession? CBV Institute invites seasoned CBVs across Canada to extend their expertise as tutors for Registered Students enrolled in the CBV Program of Studies. The level of involvement is flexible with the tutoring arrangement facilitated directly between the Registered Student and tutor.

To express your interest in shaping the next generation of CBVs, reach out to our Education Department. Please provide your location, the courses you're comfortable tutoring, and your preferred contact details at education@cbvinstitute.com.

Launching Practice Groups for Family Law CBVs! Are you a CBV specializing in family law? Don’t miss our exciting new webinar, exclusively free for CBV Institute members! For the past eight months, six dedicated CBVs with family law practice experience have been pioneering a collaborative discussion format, tackling hot topic issues such as income inclusion of retained earnings, disclosure, gross-ups, trusts, and joint engagements.  September 11, 2024   REGISTER

2024 Professional Development Day for Atlantic Canada Business Valuators Join us in person at this signature event in Halifax, dedicated to leadership in business valuation. Get the latest thinking and insights to advance valuation expertise and confront an ever-changing business environment. Registration is open to CBVs and Students, other valuation professionals, business leaders and interested professional associations and organizations.   October 7, 2024   REGISTER

Women in Valuation – Path to Partnership Join us for an empowering webinar delving into the dynamic journey of women ascending to partnership or C-suite levels in professional realms. Through insightful discussions, real-life anecdotes, and actionable strategies, our esteemed panel will address the unique challenges women face, the pivotal moments that shape their trajectory, and the strategies for navigating biases and barriers. From cultivating leadership skills to fostering resilience and building networks, this webinar offers invaluable insights for women aiming to ascend to partnership or C-suite roles, fostering an inclusive and equitable path forward in the corporate landscape. November 14, 2024   REGISTER

OTHER EVENTS 

Master Class on Cyber Security Policy for Professionals
Wednesday, August 28, 2024
$180 early bird fee (ends August 19, 2024)
More Information…

Quebec Bar Association presents: Colloque en droit de la famille
(Available in French only) 
October 9, 2024 
CBV promo code: QC1FB9E01710
Earn 6 CPD hours 
More Information...

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