MEMBERSHIP APPLICATION 

SUMMER 2024 TERM REGISTRATION  

CALL FOR COMMITTEE VOLUNTEERS

CBVs play an integral role in the activities of CBV Institute. Board Committees and Management Advisory Committees are a hallmark of the CBV profession, and we derive significant benefits when CBVs are actively involved in the profession and our talents are combined.

CBV Institute is looking for CBVs to join the following committees:

• Continuing Professional Development Committee
• Education Committee
• Practice Inspection Committee
• Professional Practice and Standards Committee
• Emerging Leaders in Valuation Organizing Committee (Calgary)

Read More on the Committee Mandates…

This is a chance to shape our future, contribute to the growth of our profession, and network with peers. Don’t miss this opportunity to enhance your career and our community. Your involvement makes a difference!

If you’re interested in these opportunities or would like more information, please contact judy.justice@cbvinstitute.com and include your Resume/CV, a description of the type of work you do, and why you want to be involved with the committee in the email. The deadline to apply is May 17.

CBV CONNECT 2024 SESSION SPOTLIGHT

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

The deadline date to book a room at the conference hotel is May 20, pending availability in the room block. Rooms are booking quickly! 

Modern forensic investigations: How to effectively work with counsel to prove unreported income

Unravel the complexities of detecting unreported income at CBV CONNECT 2024! Join Rick Davies from RSM Canada and Nathan Shaheen from Bennett Jones for a comprehensive guide from legal and accounting perspectives. Learn effective techniques to uncover and investigate signs of unreported income across various engagements. This session offers a cradle-to-grave approach, equipping CBVs with essential methods and insights for tackling this challenging area. Enhance your investigative skills and understand the legal treatment of unreported income in different contexts. Don't miss this opportunity to advance your proficiency in handling intricate financial investigations.

Register Here... 

CORPORATE FINANCE INSTRUCTOR NEEDED

CBV Institute is seeking an instructor to teach Corporate Finance starting in the Winter 2025 term. The instructor will play a key role in developing the course exam, leading two webinars per term, grading exams, and providing online support by responding to technical questions. If interested, please send your resume and a brief summary outlining how your experience aligns well with the role to saam.bandari@cbvinstitute.com.

BV RESOURCES: GOODWILL DISAGREEMENTS

Transcripts of archived webinars are included in our BVR portal (for access instructions, please click here and log in), including this recent training event: Is There or Isn’t There Goodwill: Expert Disagreements. Floridian expert witness Josh Shilts provides his take on mitigating bias, communicating effectively and tackling common areas of contention around personal goodwill in divorce litigation. Much of Shilts’ guidance crosses all borders – including why and how he has changed his document request list for personal goodwill, the importance of creating an audit trail and work paper history, and how to identify various intangibles through inquiry, observation, and through assessment of the industry and the market.

EXPOSURE DRAFT RELEASED: PB5

CBV Institute is seeking comments on revisions to Practice Bulletin No. 5 (PB5). PB5 has been revised to expand guidance on situations where reporting standards are not intended to apply. We welcome feedback from all stakeholders until May 16, 2024.

The revised PB5 (renamed Guidance as to when reporting standards are not intended to apply) does not change any of the standards or their interpretation. It simply clarifies existing practice and provides expanded guidance on several areas, particularly those work products commonly referred to as ‘illustrative pricing analysis’.

More Information…

HELP US GROW THE PROFESSION

Attention CBVs and Registered Students: We need your help to champion the growth of our profession! We're calling on you to actively promote our upcoming 2024 Chartered Business Valuator Roadshows within your business and finance circles. This is a unique chance to introduce non-CBVs to the depth and breadth of our field, offering them a window into the world of business valuation. Your help in sharing these events will play a crucial role in expanding the reach and influence of the CBV profession. Let’s join forces to make these roadshows a huge success in growing our community.

Below we’ve shared a set of promotional posters for each event location. We strongly encourage you to share these with your network via email or on social media. Help us spread the word!

We are also still looking for CBVs to volunteer their time and attend the Halifax and Ottawa events. Should you have any questions about the upcoming events, or wish to attend as a member of the CBV Panel, please contact Kevin Floether, Manager, Marketing & Communications, at kevin.floether@cbvinstitute.com

 OTHER EVENTS 

Employee Ownership Canada Annual Conference - Montreal May 13 - 15

Conference sessions will be dedicated to understanding all aspects of Employee Ownership in Canada: Communication, tax, legal, valuation, company stories, and the new Employee Ownership Trust legislation.

Register at Employee Ownership Canada. CBV Institute members can register with promo code “CBV” to receive a discount:

• $150 off the non-member conference only price or
• $150 off a combo of this year’s conference and a year’s membership of EO Canada

Register here...

PAID ADVERTISEMENTS

CBV Institute is neither affiliated with, nor endorses, these programs.