March 13, 2024

CALL FOR EXPRESSION OF INTEREST – AT-LARGE DIRECTOR

CBV Institute will hold its election of directors to the Board of Directors during the Annual Meeting of Members on June 25, 2024. The Governance and Nomination Committee of the Board assumes responsibility for the nomination of suitable CBVs for election to the Board of Directors, in addition to Members elected in respect of a Region. This year, there is at least one At-large Director seat up for nomination by the Governance and Nomination Committee. At-large Directors serve for a three-year term.

CBV INSTITUTE UPDATE: TECHNOLOGY INITIATIVES

Image generated with AI (using Copilot) on March 5, 2024.

Generative AI made a big splash in 2023, and the Institute quickly turned its attention to the potential impacts of this emerging technology on the business valuation profession, as well as on Institute operations.

Discussions with the CBV Institute Board of Directors identified three key areas of impact, including Education, Professional Standards, and Thought Leadership. Initiatives commenced at the start of 2024.

ADVISORY WORK PRODUCTS - IMPORTANT MEMBER SURVEY

Do you issue Advisory Reports or other work products where you are acting in an advisory (non-independent) role? CBV Institute needs your input on Practice Standards Nos. 210, 220 and 230, Practice Bulletin No. 5, and other growing areas of advisory services for CBVs (Quality of Earnings, Pricing Analysis, etc.). Respondents have a chance to win a $100 Amazon gift card!

This important survey explores consequential issues for practitioners such as:

whether the 200 series practice standards should be eliminated, revised or clarified; and
whether the standards can better reflect market needs.

Survey results will be considered by CBV Institute’s Professional Practice and Standards Committee (PPSC) and will help inform future standard-setting.

Have your say! The survey is open until March 20, 2024

CBV CONNECT 2024 – REGISTRATION OPEN

Registration for CBV Institute's annual conference and flagship event, CBV CONNECT, is officially open. CBV CONNECT is taking place in Montreal, on June 20 - 21, 2024, at The Hotel Bonaventure. Limited spots are available!

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 Registered Students, other valuation professionals, business leaders, and interested professional associations and organizations.

Early bird deadline: Register before May 15, 2024, and save $ 200

NEW PERSPECTIVES PAPER – VALUING DATA

IVSC's newest Perspectives Paper, "Valuing Data," offers critical insights into the valuation of data as an economic asset. This paper delves into how data's value is established, its lifecycle, and the challenges it presents in both accounting and valuation. The paper also examines the integration of data with other intangible assets, its financial reporting implications, and the applicability of International Valuation Standards (IVS) in data valuation.

This paper is a must-read for professionals navigating the complex terrain of data valuation and its impact on businesses.

2024 MQE REGISTRATION NOW OPEN

Registration for the 2024 MQE is open. The date of the 2024 MQE is Wednesday, September 18, 2024.

All documents such as policies, mandatory course notes, past MQE booklets, and solutions are available in your CBV Institute account, on the MQE candidate tab. Once it is available, online proctoring information will also appear on your CBV account candidate page, it will be sent via email, and it will be included in an edition of CBV Matters. Students will be given the opportunity to test the online testing environment.

Ensure that you apply for 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…

Financing of Corporate Royalties
	Join Ajay Shivdasani, Principal and Steve Russo, Principal of Duke Royalty as they present an overview on a unique alternative capital solution for buyouts or equity releases. This webinar will focus on how this approach mixes certain elements of debt and equity in an attempt to better align with owners who wish to maintain equity control of their businesses.
March 20, 2024		REGISTER

Checking and Reviewing a Financial Model: What to do When Something Goes Wrong
	In this session, Ian Schnoor will show you how to check and review a financial model to ensure that it is accurate. During the session, he will demonstrate some powerful tips to check and audit a financial model. He will also discuss an optimal methodology to review a financial model.
March 26, 2024		REGISTER

Intellectual Property-Backed Financing
	Join Lally Rementilla, Managing Partner, Intellectual Property-Backed Financing at BDC as she explains how intellectual property-backed financing works at the Business Development Bank of Canada. Lally will also discuss considerations for valuing and financing intellectual property-rich companies.
April 3, 2024		REGISTER

ALL EVENTS

OTHER EVENTS

Hype or opportunity? What AI means for your business
March 20, 2024, 1PM - 2PM ET
Register Here...

Open Position	Company
Senior Associate (Remote Position)	White & Lewis, Remote
Valuations Associate	Fuller Landau LLP Toronto
Manager, Valuation	MNP Toronto
Business Valuation Manager/Senior Manager	Virtus Group Saskatchewan
Senior Associate & Associates	Secretariat Toronto
Valuation Specialist	Pennock Acheson Nielsen Devaney LLP Edmonton

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