IMPORTANT NOTICE: AVMS AND PRACTICE STANDARDS

It has come to our attention that providers of automated valuation models, platforms and software (herein referred to as AVMs) are soliciting Members and Registered Students. Some claim that their AVM is associated, reviewed, approved or endorsed by CBV Institute or our staff. This is not the case.

CBV Institute has not and will not endorse or comment on the output or quality of specific AVMs, or any other tools, software or data sources.
While CBV Institute does not explicitly prohibit the automation of certain processes and leveraging developments in technology, we do not believe that the professional practice of business valuation can be fully automated.

Read More...

DISCIPLINARY ACTION: ASSOCIATION WITH FALSE/MISLEADING DOCUMENTS

CBV Institute’s Conduct and Discipline Committee brings to your attention that a Member has been sanctioned for failing to comply with the Code of Ethics related to the alteration of a certain personal tax-related document for the Member’s personal benefit, which the Member submitted to their employer.

Read More...

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.

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…

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...

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 CBV designation for enhanced opportunities in the industry. The panel is comprised of 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 the specified 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

Looking for additional CPD opportunities? Attend a CAASA event!
The Canadian Association of Alternative Strategies & Assets is Canada’s largest association representing the alternative investment industry in Canada with approximately 400 members — including alternative investment managers, pension plans, foundations, endowments, and service providers. Its membership and activities span all alternatives from hedge funds and venture capital to real estate and cryptocurrencies. Founded in 2018, CAASA’s mission is to bring Canada to the world and the world to Canada by promoting information sharing, networking, and collaborative initiatives between its members and the industry at large.
More Information...