MQE MARKERS NEEDED

We are currently seeking a few CBVs to act as markers for the 2023 MQE Marking Centre, taking place on Saturday, November 4 and Sunday, November 5, 2023, from 7:45 am – 6:00 pm. The MQE Marking Centre will be operating remotely, and markers will be compensated for their time.

Should you be interested, please email education@cbvinstitute.com.

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…

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 also for realizing meaningful ways of giving back while achieving impressive professional goals.

Nomination Deadline: December 31st, 2023

HALL OF HONOURS NOMINATIONS OPEN

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.

The nomination deadline is 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.

The nomination deadline is December 1, 2023.

PRACTICE CORNER: RECORDED WEBINAR NOW FREE

Calculation vs. Estimate Valuation Conclusions – Standards and Practice Webinar Recording Now Free!

Are you clear on the differences between calculation and estimate valuations? Are you adhering to the Institute’s standards and maintaining accurate documentation? This recorded session from CBV CONNECT 2023 delves into these questions and highlights common issues identified during practice inspections.

Additionally, this session provides insights on when these valuation types are used, the challenges often faced, and an overview of the proposed new Practice Standards Nos. 100, 110, 120, and 130.

Access the Webinar…

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 

S&P Global Market Intelligence Presents:
Dealmaking Data & Tools to Fine-Tune Your Strategy
Tuesday, October 10, 2023 | 10:00 am - 10:30 am EDT
Register Here…

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