HALIFAX VOLUNTEERS NEEDED: UNIVERSITY ROADSHOWS

CBV Institute is hosting an information session and attending a career fair in Halifax later this month. The session is designed to engage undergraduate students, providing them with valuable insights into the CBV designation and its potential to elevate their career path.

We are actively seeking dedicated CBV volunteers in Halifax to take part in a discussion about the value of the designation, answering questions, and sharing personal anecdotes that students might find interesting.

If you are interested in volunteering for either date below, please email kevin.floether@cbvinstitute.com for more information.

Tuesday, October 24 & Wednesday October, 25
Halifax – Dalhousie University

CAREER DEVELOPMENT FORUM FOR UNIVERSITY STUDENTS

We encourage CBVs and Registered Students to share the opportunity below with their undergraduate students in their networks!

On November 1, 2023, CBV Institute will host the Career Development Forum. This event offers both Challenge participants and other students a unique platform to engage with potential future employers, ask pertinent questions, and expand their professional networks. Importantly, this virtual forum is open and complimentary for all university students, irrespective of their participation in the BV Challenge. 

This year, we are honoured to have presentations from our esteemed BV Challenge Title Sponsors, KPMG and OMERS, and from our Event Sponsors, Davis Martindale and MNP.

More Information...

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…

MEMBERSHIP APPLICATION DEADLINE APPROACHING

A reminder to all individuals who have satisfied all requirements of membership and are looking to submit their applications for the final membership intake in 2023, the deadline is approaching quickly.

Application Deadline: November 3, 2023

More Information…

NEW EXCEL FINANCIAL MODELING TRAINING MODULE

CBV Institute is proud to announce the launch of our Excel financial modeling training module, which is complimentary to all CBVs and Registered Students. Using Apple Inc. as a case study for practical application, this comprehensive training offers a deep dive into creating a comprehensive financial model to value a business. The module objectives are:

• To teach foundational knowledge on financial modeling using Excel.
• To demonstrate techniques for constructing three-way financial models.
• To explain best practices that ensure the accuracy and reliability of financial models.
• To apply real-world financial modeling and valuation of a publicly-listed company.

The training is comprised of two videos, totalling approximately three hours. This module may be counted as unverifiable CPD.

Access the Module…

How to Engage and Assure Your Readers Join Susan Glass (Retired Partner, KPMG), as she focuses on how to write a well-supported report that will engage your readers and provide them with confidence in your work. Amongst other things, consideration will be given to the report writing process, report content and organization, and key elements of report writing, including how to write clearly and concisely, the appropriate tense to use in valuation reports, and phrases to avoid. Susan will also walk registrants through relevant formatting issues. Finally, she will consider how reports should or will differ depending on the purpose of the valuation (litigation, tax, securities law, portfolio management, financial reporting, etc.) and the location of the engagement (Canada, U.S., U.K., etc.), along with the pros and cons of using report templates. October 18, 2023   REGISTER

South Western Ontario Networking Event The Emerging Leaders in Valuation (ELV) invites all SWO CBVs and Registered Students to join them for a fun-filled evening at The Rec Room. This is a fantastic opportunity to network with your peers and unleash your competitive spirit with a range of arcade games, virtual reality experiences and more! October 19, 2023   REGISTER

Forensic Tracing of Cryptocurrency Transactions Join Brandon Lewis (Partner, White and Lewis) as he provides a basic understanding of how digital currencies, particularly cryptocurrencies, can be traced and analyzed in forensic investigations. As cryptocurrencies gain popularity, it becomes essential for investigators and legal professionals to grasp the tools and techniques available to unravel the digital trail left behind by these decentralized assets. October 25, 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