October 17, 2023



Notice Board

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.


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 the career fair, taking place on Tuesday, October 24, please email kevin.floether@cbvinstitute.com for more information.


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.

Download Nomination Form View Policy

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.

Download Nomination Form View Policy

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

Download Nomination Form View Policy 

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…



Upcoming Events

 

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    

Masters, Mentors and Role Models: Panel Discussion and Networking Social (Toronto)
Esteemed panelists will explore career best practices, specialization, and leveraging a CBV designation in industry. Discussions also include building a client base and leadership advancement. The panel features top executives from various financial and valuation firms.
November 7, 2023    

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    



ALL EVENTS


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

 

 

CAreer Opportunities

       

Open Position Company
Senior Analyst/Advisor, Valuation Governance PSP Investments
Montreal
Senior Manager, Financial Planning & Analysis Amica Senior Lifestyles
Toronto
Senior Analyst, Private Equity & Infrastructure, Valuations, Investment Operations Healthcare of Ontario Pension Plan
Toronto

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