CHANGES TO INSTITUTE NOMINATION AND ELECTION PROCESSES

CBV Institute is contemplating a change to its nomination and election processes. The Discussion Paper attached here outlines the reasons for the contemplated change.

Stakeholder feedback has been collected over the past month in various ways. Further feedback will collected at a virtual roundtable which will focus on this matter on November 2, 2023 - 12 PM ET. To sign up for this event, please email Deborah Hanlon.

We look forward to your feedback on this matter.

BV CHALLENGE 2023 NEXT WEEK

We are pleased to announce that Business Valuation Challenge 2023 is taking place next Wednesday, November 8, and Thursday, November 9. This year, we are hosting 25 teams and 82 students from 16 different business schools across the country.

As we prepare for Business Valuation Challenge 2023, we wanted to take this opportunity to thank our sponsors who made this event possible. This year, we are pleased to have KPMG and OMERS as title sponsors, and Davis Martindale and MNP as Event Sponsors.

This year, we will be livestreaming the final presentations on November 9, from 12 – 3:30 PM ET, and the awards announcement, on November 9, from 4:30 – 5 PM ET. Both events can be accessed on CBV Institute’s YouTube Channel using the link below.

Watch Here…

NOMINATIONS OPEN FOR HALL OF HONOURS

FCBV DESIGNATION

Granting of the Fellow designation is the highest honour CBV Institute confers. The FCBV recognizes those Members who have demonstrated acknowledged achievements in the following fields of activity:

• provided distinguished service to the business valuation profession, and
• brought significant recognition to the business valuation profession.

Nomination Deadline: December 1, 2023.

LIFE MEMBER DESIGNATION

The designation of Life Member is granted to Members who have attained eminence in the field of business valuation and who have retired from active practice as a business valuator.

Nomination Deadline: December 1, 2023.

TOP CBV UNDER 40 NOMINATIONS OPEN

Nominations are now open for Top CBV Under 40 in Memory of David Cornfield CA, CBV, recognizing an exceptional CBV on-the-rise in his or her career who has demonstrated success in a broad diversity of interests, brought distinction to the profession and embodies outstanding service. Such a CBV is inspiring not only for career accomplishment, but for realizing meaningful ways of giving-back while achieving impressive professional goals.

Nomination Deadline: December 31st, 2023

SURVEY ON ESG AND BUSINESS RISK

Secretariat aims to better understand the current ESG landscape and its impact on business risk and operations through this annual survey targeting senior professionals in corporate operations, strategy, as well as investment and consulting professionals with a view into corporate decision-making. The focus of this survey is on whether ESG issues currently impact day-to-day operations, how, if at all, ESG factors are incorporated into business value and what issues may arise in doing so.

Results will be incorporated into Secretariat’s annual article, to be published early next year, which will be shared in CBV Matters. The results will highlight the interconnectedness of ESG considerations and business risk, aiding CBVs in refining their valuation methodologies to mirror contemporary business environments. CBVs will be able to access a rich vein of data reflecting senior professionals’ perspectives on ESG impacts, thereby enhancing the robustness and relevance of their valuation practices.

The survey, available in English, takes 5-10 minutes to complete, and is vital as an ongoing assessment of the ESG landscape. The deadline to complete it is November 30, 2023.

Take the survey…

Masters, Mentors and Role Models: Panel Discussion and Networking Social (Toronto) In this insightful event, a panel of distinguished experts delve into various topics aimed at nurturing career growth and specialization, particularly in leveraging the Chartered Business Valuator (CBV) designation for enhanced opportunities in the industry. The panel comprises Paula Frederick, Principal, Cohen Hamilton Steger & Co. Inc., Dr. Howard Johnson, Managing Director, Kroll Corporate Finance Canada Limited, Sandra McEwen, Managing Director, Ontario Teachers’ Pension Plan, and Errol Soriano, Managing Director, KSV Advisory. They will share their wisdom on career best practices, building a substantial book of business, thriving in the contemporary professional landscape, and provide actionable tips for ascending to leadership positions, ensuring attendees have a well-rounded understanding of how to advance and make significant impacts in their respective fields. November 7, 2023   REGISTER

Developing and Selecting CAPM Betas – A Canadian Case Study Join our subject matter experts from Kroll for a practical session that includes a Canadian case study discussion on Developing and Selecting CAPM Betas. To understand how to assess different beta estimates, our Kroll experts will give a brief walkthrough of the new Company-Level Beta module in the Cost of Capital Navigator. November 16, 2023   REGISTER

Financial Modeling Best Practices: 10 Tips to Build a World-Class Model In this event, Ian Schnoor reviews and presents enhanced methods for financial modeling, a crucial skill for accountants and business valuation professionals, aiming to address common areas of improvement in many self-taught modelers' works. He covers critical tools, best practices, and essential tips for creating a superior financial model that instills confidence and facilitates sound decision-making. Ian Schnoor, with a rich background in financial education and consulting, emphasizes hands-on, interactive learning to ensure attendees grasp the necessary technical skills for advancing in financial modeling. November 29, 2023   REGISTER

SAVE THE DATE! CONNECT 2024 – Montreal, QC – June 20 & 21

OTHER EVENTS 

Family Dispute Resolution Institute of Ontario (FDRIO)
November 20, 2023 - Annual Virtual Conference – “Delve Deeper”
Join FDRIO members and other professionals in the FDR field as they dive deeper, elevate our knowledge, and connect with others in the Family Dispute Resolution industry.
CBVs and Registered Students to receive FDRIO member pricing using the promo code: CBVI2023