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.

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INFORMATION REGARDING ONLINE VOTING IN ELECTIONS

Voting for this year’s regional director elections (Provinces of Ontario (excluding Toronto) and Quebec) will occur online. CBV Institute has engaged Simply Voting to provide a secure, anonymous, and user-friendly online voting system for this election.

Online voting will be available at 12:01 am ET on Monday, March 11th, and will be available until 11:59 pm ET on Sunday, March 31st.

At 12:01 am on Monday, March 11th, Members in the above regions will receive an email from Simply Voting that includes:

• The link that you will use to access the voting website.
• Your unique Elector ID.

All emails from Simply Voting will originate from vote@simplyvoting.com and from one of the domains listed below. In order to ensure email deliverability, please request that your IT department whitelist the following emails from Simply Voting:

• simplyvoting.com (IP: 69.72.46.15)
• o3.email.simplyvoting.com (IP: 198.21.6.73)

If you have any issues, please contact Deborah Hanlon at Deborah.hanlon@cbvinstitute.com or 416.613.9552.

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.

OUR PATH FORWARD: 2023 SURVEY RESULTS

CBV Institute is excited to share a synthesis of the thoughts and opinions expressed in the 2023 Member and Registered Student survey, in conjunction with an update on key strategic initiatives. The insights drawn from this survey are learnings that are fundamental to navigating a path forward for the business valuation profession and CBV Institute, and in shaping our strategy and future initiatives. Read More…

WELCOME NEWEST CBVs

Welcome and congratulations to our 58 newest CBVs, admitted on February 29, 2024.

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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…

BEST PRACTICES - QUALITY OF EARNINGS REPORTS

CBV Institute is proud to release the latest Sponsored Research Paper, Best Practices for Quality of Earnings Reports, by Melanie E. Russell, FCPA, FCA, CBV, CIM, CFE, CFF, ABV. The 2022-2023 study proposes that CBVs are well-poised in terms of training to undertake QOE engagements. Compiling insights from preparers and users of QOE reports, including common key risks or issues affecting the usefulness and reliability of QOE reports, the paper serves as a starting point for establishing best practices for preparing QOE reports.

Read the Paper…

PRACTICE CORNER – EMERGING ISSUES IN FAMILY LAW

Did you know? CBV Institute launched a working group called Emerging Issues in Family Law, where family law practitioners can come together and openly discuss technical issues they are seeing in practice.

Several of the hot topics discussed by this group will be the subject of a CONNECT 2024 session. Register now for CONNECT 2024 in Montreal and select: CBVs Working Together… In a practical way.

For insights into the latest meeting,  read more…

OTHER EVENTS

MIT Sloan Presents Creating Values-Driven Business Value
Thursday, March 7, 2024, 11:00 AM ET
Register Here…

Smith School of Business Presents Redefining Success: Women, Work and Finding Balance 
Friday, March 8, 2024, 1:00-2:00 PM ET
Register Here…