May 2, 2023

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SUMMER TERM 2023 REGISTRATION DEADLINE

MAY

2023

Registration for the 2023 Summer term closes tomorrow. Late registrations will not be accepted.

If you have any questions regarding registration, please email CBV Institute’s Education Department at education@cbvinstitute.com.

Register Here...

2023 ANNUAL AND SPECIAL MEETING OF MEMBERS

CBV Institute's 2023 Annual and Special Meeting of Members will be held on June 15, 2023, at 12:00 PM ET. The meeting will be held electronically using a corporate governance platform provided and hosted by GetQuorum.

You should receive an email from GetQuorum on May 10, 2023 giving Notice of the meeting and advising you how to attend. In addition, you will be asked to submit a proxy if you cannot attend. Materials for the meeting will be distributed through the GetQuorum platform. The email from GetQuorum will be sent to the preferred email address in your profile, that you selected to receive communications from CBV Institute. In order to ensure you receive the email from GetQuorum, please whitelist notices@getquorum.com.

PRACTICE INSPECTION FINDINGS

2022 Practice Inspection Summary Report Released

We are pleased to share the results of the fourth year of the Practice Inspection Program. The 2022 inspections covered work products issued during January 1, 2018 to December 31, 2021. Overall, the 2022 inspection results were positive; however, there were areas where compliance with applicable professional standards can be improved.

Download the Report...

CBV INSTITUTE WELCOMES ITS NEWEST CBVs

CBV Institute would like to welcome the newest cohort of CBVs to join our community of esteemed valuation professionals. They have demonstrated their knowledge and expertise in the field of business valuation, and we are pleased to welcome them into membership.

The individuals listed at the link below were admitted during the first membership intake of 2023. Please join us in congratulating them on this milestone achievement and welcoming them to the CBV profession.

View Our Newest CBVs…

LATEST INSIGHTS: BREWERY VALUATION

We are excited to share our latest CBV Insights article and accompanying video interview on a unique and fascinating sector: the brewery industry. In this release, we provide valuable information on the trends and factors impacting business valuations in the sector.

Article: "Valuations in the Brewery Industry"

In our latest CBV Insights article, we explore the key considerations when valuing a brewery business, focusing on market positioning, industry trends, and sustainable practices. Learn about the rise of craft beer, the shift towards ready-to-drink beverages, and the importance of adapting to an ever-evolving industry landscape. Don't miss out on these valuable insights!

Read the Article…

Video Interview: Catalina Miranda and Spencer Gunning on Brewery Valuation

Catalina Miranda, CBV, VP of Regulatory & Standards, CPA, CA, CBV, Institute, sits down with Spencer Gunning, CBV, Associate, Corporate Development & Investor Relations, Big Rock Brewery, to discuss the latest trends and insights in the brewery industry. This engaging conversation covers market positioning, industry developments, and the impact of sustainable practices on brewery valuations.

Watch the Interview…

HELP US GROW THE CBV PROFESSION

Do you know a financial professional such as a CPA or a CFA who is looking to elevate their expertise and take their career to the next level? If so, you’ll want to share this with them!

CBV Institute is hosting a series of roadshows across the country to introduce financial professionals to the challenging, unique, and fulfilling work that is a career in the CBV profession. The objective of the event is to familiarize attendees with the value of the CBV designation, and ultimately encourage these professionals to enrol in the CBV Program of Studies.

These events are taking place from May 9 – May 16, 2023, in the following cities: Vancouver, Calgary, Toronto, Ottawa, Montreal, and Halifax.

While these roadshows are geared toward CPA and CFAs, all professionals with a background in accounting, finance, or business are welcome to attend. Please share the event poster below with anyone you think might be interested!

View the Poster…

UPCOMING GLOBAL VIRTUAL TOWNHALL

Current economic conditions and global markets have brought about significant challenges for the valuation profession. In light of this, we're pleased to announce the upcoming Global Town Hall, hosted by the American Society of Appraisers (ASA), CBV Institute, Global Association of Certified Valuators and Analysts (GACVA), National Association of Certified Valuators and Analysts (NACVA), and Royal Institution of Chartered Surveyors (RICS).

Taking place on May 16, 2023, from 2:00 to 4:00 pm ET, this free virtual event is a must-attend for CBVs seeking to stay ahead of the curve. The Global Town Hall will be moderated by Catalina Miranda, Vice President, Regulatory and Standards, CBV Institute, and will feature expert speakers, panel discussions, and Q&A sessions. The event will promote dialogue, share knowledge, provide guidance, and field questions from the live/virtual global audience. The discussions will focus on current and trending issues that impact the practice of business valuation, appraisal, and litigation matters around the globe. The panelists will also discuss the impact of macroeconomic trends and other current risks on transactions, the impacts of supply chain disruption, and the landscape of financial litigation.

Attendees will also earn 2 hours of CPD, making this an excellent opportunity to boost their professional development.

Incorporating ESG into Your Valuations
	ESG is one of the most significant contemporary themes in business. But how to incorporate ESG considerations into your valuation remains elusive. Join Richard Stewart OAM, Partner PwC Australia, as he outlines current and emerging practice and discusses leveraging the recent IVSC survey on ESG and Valuation. Richard will also outline the key valuation issues to examine with an ESG lens and touch on the industries where these issues are changing valuations right now.
May 10, 2023		REGISTER

Kick Off to CONNECT 2023 (Networking event)
	Attending CONNECT 2023 and looking for a great networking opportunity the night before? Live locally and want to network with other CBVs from across the country? Toronto’s Emerging Leaders in Valuation (formerly Young Professionals in Valuation) are pleased to host a networking event – Kick off CONNECT 2023! This event will take place at the Mill Street Beer Hall in the historic Distillery District of Toronto. We encourage Emerging Leaders in Valuation and all Congress attendees (regardless of age or experience) to register for this event, reconnect with old friends, and expand your professional network.
June 7, 2023		REGISTER

CBV CONNECT 2023
	CBV Connect 2023 is taking place in Toronto, ON June 8th & 9th at The Sheraton Centre Toronto Hotel! 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 Students, other valuation professionals, business leaders and interested professional associations and organizations.
June 8-9, 2023		REGISTER

ALL EVENTS

OTHER EVENTS

Upcoming Complimentary Webinar:
New Climate Disclosure Standards: Impact on Boardrooms
May 4, 2023 – Register here

Open Position	Company
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
Associate / Senior Associate, Private Equity	Caloah Private Equity Vancouver
Strategic Financial Valuation	Pratt & Whitney Canada Quebec

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

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