NEW PARTNERSHIP WITH FINANCIAL MODELING INSTITUTE

CBV Institute is pleased to announce a new partnership with the Financial Modeling Institute (FMI), the global organization that promotes awareness, excellence and discipline in Financial Modeling through world-class accreditation programs.

Recognizing the importance of financial modeling skills, CBV Institute will provide the FMI Foundations in Financial Modeling program to its students, and in 2025, include it in its CBV designation curriculum.

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CBV MATTERS TO GO BI-WEEKLY

Starting on July 5, 2023, 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 5, July 19, August 2, August 16, and August 30. The schedule will return to weekly on September 6.

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

CALL FOR VOLUNTEERS: ‘PRICING ANALYSIS’ WORKING GROUP

Are you an experienced M&A practitioner offering ‘illustrative pricing analyses’ to prospective clients? Do you want to have a say in guidance related to transaction advisory services? Recognizing that CBVs are increasingly being relied upon as trusted transactions and/or succession planning advisors, CBV Institute is calling for up to ten Members to form a new Working Group to contemplate issues related to transactions work.

The Working Group will meet monthly to debate the relevant issues, with the aim of expanding upon the guidance in Practice Bulletin No. 5, as it relates to ‘illustrative pricing analyses’ and ‘communication in the context of pricing strategy, planning and negotiation.’

To express your interest in being involved, email heather.bennett@cbvinstitute.com by Friday, July 7. CBV Institute will review all applicants to select a Working Group that represents the diversity of the CBV profession.

CALL FOR THOUGHT LEADERS: ESG & PRIVATE COMPANIES

As part of our CBV Insights thought leadership initiative, CBV Institute is authoring an article on the topic of ESG targeting public audiences, especially private company owners, C-suite, and board members. The article is intended to bring greater public awareness to the CBV designation and the many ways in which CBVs consider sustainability implicitly. As trusted advisors, CBVs are uniquely equipped to provide strategic guidance prior to the sale or acquisition of a business. Certain ESG risks and opportunities are evolving into strategic areas of focus, impacting transactions and the value of companies. Global valuation standards from the IVSC, currently in draft form, have begun to incorporate consideration of ESG in the valuation process.

We invite Members who have had practical experience grappling with environmental, social or governance considerations affecting a business valuation (e.g., for transactions, private equity, litigation) to answer our call by contacting Heather Bennett, Senior Manager, Thought Leadership and Professional Practice at heather.bennett@cbvinstitute.com.

If selected as a featured thought leader for this issue of CBV Insights, you will be asked to contribute brief examples of how you incorporated ESG factors in practice (3-4 paragraphs), and a headshot for inclusion in the article.

Deadline to indicate your interest: Friday, July 7.

SHORT SURVEY ON IP VALUATION

Unlocking Value in IP-backed Financing: CBVs, We Need Your Insights!

Many companies require capital for growth and survival, but leveraging their intellectual property (IP) such as patents, trademarks, or copyrights as collateral for financing remains challenging. The World Intellectual Property Organization recognizes IP valuation as a key challenge to IP-backed financing.

The Canadian Intellectual Property Office (CIPO) will be preparing a report on IP-backed financing in Canada and has partnered with CBV Institute to gather information about the valuation of IP. As CBVs, your expertise is essential in this domain. Your input is crucial, both to the survey, and to ensuring that WIPO and CIPO know that CBVs are experts in IP valuation.
If you have experience with IP valuation, we invite you to participate in a short survey - your valuable feedback will help identify challenges faced in IP valuations and how they may be addressed to drive innovation and growth.

To access the five-minute survey, click here. This survey is anonymous and is open until July 14, 2023.

The resulting CIPO report will be based on the survey results and an earlier WIPO paper, available here.

CBV Institute will be sharing the results of the survey as well as the CIPO report (Canada's IP-Backed Financing Country Perspective) with Members once available.

Looking for additional CPD opportunities? Attend a CAASA event!

The Canadian Association of Alternative Strategies & Assets is Canada’s largest association representing the alternative investment industry in Canada with approximately 400 members — including alternative investment managers, pension plans, foundations, endowments, and service providers. Its membership and activities span all alternatives from hedge funds and venture capital to real estate and cryptocurrencies. Founded in 2018, CAASA’s mission is to bring Canada to the world and the world to Canada by promoting information sharing, networking, and collaborative initiatives between its members and the industry at large.

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