March 19, 2024



 

Breaking News

2024 AWARDS & HONOURS RECIPIENTS

CBV Institute’s Awards & Honours recognize and celebrate excellence in the business valuation profession. We are pleased to announce our distinguished Class of 2024.

Please join us in congratulating the following Award & Honours recipients:

FCBV: Richard Crosson

Top CBV Under 40: Inderjot (JT) Dhoot

CBV Ambassador: Michael Rudanycz

Scholastic Award: Hugo Ouimet

View Their Messages...

 


Notice Board

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.

Read More... 


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.


PRACTICE CORNER: WHEN DO REPORTING STANDARDS APPLY

Do I always have to follow the reporting obligations outlined in Practice Standards No. 110, 210, 310, 410, 510, or 610 (together, the “Reporting Standards”)? What if I’m providing illustrative calculations of value in accordance with a shareholders’ agreement? What if my work product is a PowerPoint deck? The results of CBV Institute’s practice inspection program confirm that CBVs regularly tackle these issues. Read on to see what our 2022 Practice Inspection Program Summary Report says on this topic.

Read More…


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

Register now to  secure your spot!

 

Upcoming Events

 

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     

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     

Updates to the International Valuation Standards
On Jan 31, 2024, the newest edition of IVS was published. This comprehensive update includes the addition of new chapters, encompassing Data and Inputs, Valuation Models, and Reporting. The revised standards, effective from January 2025, also place increased emphasis on integrating ESG considerations into the valuation process. To facilitate understanding of the latest updates, join Catalina Miranda, VP, Regulatory & Standards, CBV Institute in a one-hour webinar, as she covers some of the key changes.
April 10, 2024    



ALL EVENTS

OTHER EVENTS

BMI WEBINAR: Global Macroeconomic Update: Rate Cuts Still Coming
April 3, 2024, 9:30 AM ET
Register Here...

IPIC Event: Emerging Leaders Networking Group Toronto Event
March 26, 2024, 12:15-1:45 PM ET
Earls Kitchen + Bar (150 King Street West)
Register Here...

 

CAreer Opportunities

       

Open Position Company
Senior Manager Evans & Evans, Inc.
Vancouver
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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CBV Institute is neither affiliated with, nor endorses, these programs.

 

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