March 1, 2023


Breaking News
CBV CONNECT 2023 – REGISTER NOW – LIMITED SPACE Registration for CBV Institute's annual conference and flagship event, CBV CONNECT, is officially open. CBV CONNECT is taking place in Toronto June 8 - 9, 2023, at The Sheraton Centre Toronto Hotel. Join us in person at the signature event of CBV Institute dedicated to leadership in business valuation. Get the latest thinking and insights to advance valuation expertise and confront an ever-changing business environment. Global registration is open to CBVs and Students, other valuation professionals, business leaders, and interested professional associations and organizations. Early bird deadline: Register before April 30, 2023, and save $ 200 Register now to secure your spot! Can't make it in person? You can register to livestream all Core BV sessions. The cost of livestreaming will also get you access to the recorded Litigation and Deals sessions (post-congress), which all count as verifiable CPD!

2023 MQE REGISTRATION NOW OPEN

Registration for the 2023 MQE is open. The date of the 2023 MQE is Wednesday, September 20, 2023.

All documents such as policies, mandatory course notes, past MQE booklets and solutions, and Examity information will be provided on the candidate’s account on cbvinstitute.com once they have registered.

Ensure that you apply for any exemption(s) that you are eligible for prior to registering for the MQE. The system will not recognize that you have completed the course requirement unless you submit your exemption request.

All questions related to the MQE must be sent to MQE@cbvinstitute.com.

More Information…

SURVEY RESULTS: OUR PATH FORWARD 2023

We are pleased to share the results of CBV Institute’s most recent Member/Student survey. This survey was deployed on November 18 and remained in the field until December 9, 2022. The results will inform the Institute’s planning and initiatives over the next year. CBV Institute would like to thank all CBV Members and Students who took the time to respond to this survey.

View Results…

BVR PASSWORD UPDATE & RESOURCES AVAILABLE

We will be updating the password CBVs and Students use to access CBV Institute’s BVR Portal. Starting tomorrow, the password will be: #2023CBVI

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

For example, the transcript from the archived webinar Boomers Want Out: Valuing Closely Held Entities is available to view. For many business-owner boomers, the challenges they faced during the pandemic (and continue to deal with) have finally pushed them to start letting go of their businesses. This webinar transcript explores what pushes owners to the exit and how you can help them identify and meet their goals. It explores alternatives to an outright sale, current business valuation issues, discount trends in valuing closely held entities, key tax aspects, and planning opportunities.

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

EXPOSURE DRAFT: ADOPTION OF IVS AS OPTIONAL USE PRACTICE STANDARDS

CBV Institute has released an exposure draft proposing the adoption and permitted (optional) use of the International Valuation Standards (IVS) as issued by the International Valuation Standards Council (IVSC) for independent valuation engagements which would otherwise be performed in accordance with CBV Institute Practice Standards Nos. 100, 110, 120 and 130. For clarity, IVS would be adopted as an option alongside, rather than replacing, Practice Standards Nos. 100, 110, 120 and 130.

CBV Institute and its Professional Practice and Standards Committee (PPSC) have been discussing the adoption of IVS for several years. The publication of this Exposure Draft is a significant step forward toward global harmonization of valuation standards for the benefit of the public interest. CBV Institute and CBVs have had a leading role in shaping IVS into what they are today – the leading internationally recognized standards for valuations of all asset types, including business valuation.

CBV Institute Celebrates IWD With Mary Hagerman: The Black Belt Portfolio Manager
	A Senior Portfolio Manager with Raymond James, Mary is a self-described tenacious woman. In this free webinar, Mary will share her secrets to success – how she created a name for herself among the sea of men who dominate this industry. Here’s some of what you can look forward to in this International Women’s Day webinar: Hear about the steps Mary took to grow her “The Prosperous and Happy Life” brand, which, in her view, is essential to achieving professional and personal success. Engage in a discussion as to why, in Mary’s view, people cannot be truly happy if they have an unhealthy relationship with their finances. Learn how Mary incorporates the skills and discipline that earned her a black belt in karate into her service offerings. In short, she dares to be unique in her conversations about money, and this is one reason she has successfully risen through the ranks in an industry largely dominated by men.
March 8, 2023		REGISTER

BV Workshop Committee Celebrates International Women's Day
	Join us in person for breakfast and a fantastic networking opportunity to celebrate International Women’s Day. In addition to breakfast and networking, we will view, as a group, the dynamic webinar being offered by CBV Institute, “CBV Institute celebrates International Women’s Day with May Hagerman: The Black Belt Portfolio Manager”.
March 8, 2023		REGISTER

Introduction to Purchase Price Allocations and Intangible Asset Valuations in Practice
	This webinar will provide an introduction to purchase price allocations and the valuation of intangible assets in the context of business combination accounting. Attendees will receive an overview of the accounting frameworks relating to purchase price allocations and learn about considerations for the measurement of the fair value of purchase consideration in a transaction, the criteria for identifying intangible assets, and commonly used valuation methodologies for various types of intangible assets. The workshop will highlight – through a live case study – the common mechanical aspects of valuation analysis typically included in a valuation engagement for financial reporting purposes.
March 29, 2023		REGISTER

ALL EVENTS

Open Position	Company
Strategic Financial Valuation	Pratt & Whitney Canada Quebec
Manager/Senior Manager, Valuations	Davis Martindale London
Valuations Associate	Davis Martindale London
Valuation Specialist	BDC Montreal
Director, Valuation	CDPQ Montreal
Expert en évaluation d’entreprise (EEE / CBV)	G4 Solutions Laval
Advisor/Senior Advisor, Valuation Governance (Real Estate)	PSP Investments Montréal
DIRECTEUR/DIRECTEUR PRINCIPAL- ÉVALUATION D’ENTREPRISES ET SERVICES-CONSEILS	Demers Beaulne, S.E.N.C.R.L. Montréal
Principal, Portfolio Strategy and Development	BHP Toronto

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Breaking News

CBV CONNECT 2023 – REGISTER NOW – LIMITED SPACE

Notice Board

2023 MQE REGISTRATION NOW OPEN

SURVEY RESULTS: OUR PATH FORWARD 2023

BVR PASSWORD UPDATE & RESOURCES AVAILABLE

EXPOSURE DRAFT: ADOPTION OF IVS AS OPTIONAL USE PRACTICE STANDARDS

Upcoming Events

CAreer Opportunities

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