May 17, 2023


 
 

Important Deadlines

-
MAY
25
2023
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CBV CONNECT 2023 is almost sold out. There are only 30 spaces left for in-person attendance and 40 spaces left for livestreaming. Register before May 25 to secure your spot for the BV event of the year!

Dates: June 7-8, 2023

Register Here…

Notice Board

CBV VOLUNTEER OPPORTUNITY

The Institute has an exciting opportunity for a CBV with experience valuing start-ups or early-stage companies in the tech space. As part of their Innovation Governance Program, the Canadian Council of Innovators is looking for a CBV to present two 60-minute sessions (the same session, twice – format is flexible) at their upcoming Innovation Governance Summit in Toronto on June 16th. The Summit will be attended by 125-150 business leaders and corporate directors, including government and banks. The overarching goal would be to educate board members about evaluating business value and other financial discussions in which board members should be well versed.

If you have experience in this sector and are interested in this opportunity, please reach out to Christine Sawchuk (Christine.sawchuk@cbvinstitute.com) by Friday, May 19th.


TORONTO NETWORKING SOCIAL

Are you a CBV or Student in the GTA or visiting for CONNECT 2023? Are you eager to connect with industry professionals from across the country? If so, we have the perfect opportunity for you. Toronto's Emerging Leaders in Valuation is hosting a networking event on June 7th!

This exciting event will take place at the Mill Street Beer Hall, located in the historic Distillery District of Toronto. We warmly invite all CBVs and Students to join this networking event. It's the perfect occasion to reconnect with colleagues, build new professional relationships, and share experiences and insights with industry peers.

The registration includes a complimentary drink and appetizers, ensuring a relaxed and enjoyable atmosphere. Register now and secure your place for what promises to be a memorable evening of networking and camaraderie.

Register Here…


NEW VIDEO SERIES ON SUCCESSION PLANNING

We are excited to announce our newest video series, highlighting the vital role of CBVs in successful succession planning.

As financial experts, CBVs offer unique qualifications to provide accurate business valuations and guide owners through the complex process of transferring assets. Our three-part video series, accompanied by an insightful CBV Insights article, explores the fundamental role CBVs play in succession planning teams.

Dr. Christine Sawchuk, MEd, EdD, CPA, CA, CBV, interviews CBV valuation experts who share their perspectives on the important role of CBVs in succession planning from the point of view of business owners, CPAs, and key business advisors. We extend our gratitude to Federica Nazzani, FCPA, FCA, FCBV, CFF, Jason Kwiatkowski, CPA, CA, CBV, ASA, CEPA, and Amanda Vella, CPA, CBV, CEPA, CEC, for their valuable contributions.

Shorter versions of each video will be shared on LinkedIn, while the full-length versions can be found at cbvinstitute.com/cbvinsights as they’re released. The first video was shared yesterday on LinkedIn, and the remaining two will be released on May 18 and May 23.

You can view the series trailer below. We encourage you to share these with your network!


MEMBER SURVEY: INTELLECTUAL PROPERTY RESOURCES

CBV Institute is always working to provide Members access to valuable databases. Currently, we are seeking the input of Members and Students on intellectual property resources. The goal of the survey is to better understand your use of, and need for, royalty rate and licensing databases. It will take less than 3 minutes to complete. Have your say!

Access the survey…


2023 MQE REGISTRATION 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 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…


CBV INSTITUTE AWARDS & HONOURS CEREMONY

CBV Institute is pleased to be hosting its 2023 Virtual Awards & Honours Ceremony on Thursday, June 1, 2023, from Noon – 1:00 p.m. ET.

The annual virtual Awards & Honours Ceremony serves to recognize excellence in the business valuation profession and the achievements of Students in the CBV Program of Studies. Recipients will be recognized at a virtual gathering led by CBV Institute’s leadership team and Patrick Coady, FCPA, FCA, FCBV, Board Chair, CBV Institute.

A livestream link will be circulated in CBV Matters on May 24 & May 31. Make sure to mark your calendars!


ESG SYMPOSIUM DISCOUNT AVAILABLE

CPA Canada's ESG Symposium returns virtually for its second year offering insightful sessions, discussion on hot-button topics as well as keynote addresses from Martin Luther King III and Lily Cole. With emphasis on small and medium-sized Canadian businesses, content will be organized and focused around the interconnectivity between the environment and the social. Holding true to the theme ‘A New Frontier’, it depicts the complex relationship between our world’s environmental ceilings and the essential pieces which make up our social foundation.

CBV Institute has secured a 20% discount for CBVs and Students by using the following discount code: ESGCBV20

The way we work in the business world is changing, book your spot today!

Register Here…


 

 

Upcoming Events

 

Vancouver Spring Social
You’re invited! The BC Workshop Committee invites you to jump into June at the East Side Lounge at Rogue. This is a great networking opportunity to connect or reconnect with fellow valuators. You are welcome and encouraged to invite your colleagues or other prospective members interested in learning more about the Chartered Business Valuator designation.
June 1, 2023    

Toronto Networking Social

Are you a CBV or student in the GTA or visiting for CONNECT 2023? Are you eager to connect with industry professionals from across the country? If so, we have the perfect opportunity for you.

Toronto’s Emerging Leaders in Valuation are pleased to host a networking event at the Mill Street Beer Hall in the historic Distillery District of Toronto. We encourage all CBVs and Students to register for this event, reconnect with old friends, and expand their professional network.

June 7, 2023    



ALL EVENTS






 

CAreer Opportunities

 

        
Open Position Company
Associate, Valuations, CBV Troy Valuations
Calgary
Senior Associate, Valuation Ontario Teachers' Pension Plan
Toronto
Senior Manager: Valuations, Litigation Support and Forensic Accounting Cohen Hamilton Steger
Toronto
Manager, Valuations BC Investment Management Corporation (BCI)
Victoria
Valuations Principal/Partner DMCL LLP
Vancouver
Senior Manager, Valuation Ontario Teachers' Pension Plan
Toronto
Analyst, Private Markets University Pension Plan of Ontario
Toronto
Valuations Associate, Intermediate SB Partners LLP
Burlington
Financial Planning Analyst Trimac Transportation Inc.
Calgary
Senior Associate, Valuations And Litigation Services Pettinelli Mastroluisi LLP
Hamilton
Chartered Business Valuator Paquette & Associates Attorneys
Montreal

PAID ADVERTISEMENTS

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

 

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