September 20, 2023

VOLUNTEERS NEEDED: UNIVERSITY ROADSHOWS

CBV Institute is hosting a series of information sessions and attending career fairs at several universities across Canada. These sessions are specifically 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 the following cities: Vancouver, Halifax, and Edmonton. Your role as a CBV volunteer involves taking 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 any of the below events and would like to learn more, please email kevin.floether@cbvinstitute.com.

Wednesday, October 4 & Thursday, October 5
Vancouver - University of British Columbia

Wednesday, October 4 & Thursday, October 5
Edmonton – University of Alberta

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

CBV INSTITUTE PRACTICE ROUNDTABLES

Join Dr. Christine Sawchuk, President & CEO, CBV Institute, Catalina Miranda, Vice President, Regulatory & Standards, CBV Institute, and your Regional Directors to share feedback on Institute initiatives and express your thoughts on the progress of our profession. Your perspective is essential in shaping how CBV Institute moves forward.

More information and registration are available at the links below.

B.C. & Prairies October 3, 2023 Click Here…		Atlantic Canada October 3, 2023 Click Here…
Quebec October 4, 2023 Click Here…		GTA/Ontario October 5, 2023 Click 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.

Access the nomination form

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.

Access the nomination form

The nomination deadline is December 1, 2023.

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…

SOURCES FOR IP DATA – SURVEY SAYS…

RoyaltySource, ktMine and MARKABLES are the top three resources used to gather Intellectual Property (IP) data by our Members, according to a recent survey conducted by CBV Institute. The goal of the survey was to better understand the use of, and need for, royalty rate and licensing databases as the Institute continues to explore how to offer benefits and perks to its Members on the resources and tools they use the most.

Stay tuned for more content on IP valuations, a current focus of the Institute as it continues to collaborate with the Canadian Intellectual Property Office (CIPO).

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 input will be collected via:

Responses to the aforementioned Paper in an email to Christine Sawchuk, President & CEO by September 30th.
Feedback collected at the annual virtual practice roundtables in early October. To sign up for these events, please click here.
Feedback collected at a virtual roundtable which will focus on this matter on November 2nd. To sign up for this event, please email Deborah Hanlon.

We look forward to your feedback regarding this matter.

BV CHALLENGE REGISTRATION OPEN

CBV Institute is pleased to announce that registration for BV Challenge 2023 is now OPEN. BV Challenge 2023 will take place on Wednesday, November 8, and Thursday, November 9, 2023.

The first-place team will be awarded $10,000. Second and third place will receive $5,000 and $2,500, respectively. CBV Institute will accept 25 teams into the competition; a maximum of two teams per university can participate.

All participants will have the opportunity to attend a training session on October 25, 2023, to learn the basics of business valuation that can then be applied to the case study.

Please consider sharing the information regarding BV Challenge 2023 found here with undergraduate students in your network.

Navigating the Hidden Cost of Employment Liabilities in a Valuation
	Modern business valuation methods often overlook employment liabilities, a key strategic aspect. These liabilities, such as unfunded pensions, often arise from complex, unpredictable factors like dismissals, and are influenced by intricate employment law principles like common law reasonable notice. Join Alex Kagan from Aird & Berlis LLP as he explores how these employment liabilities affect business valuation, their implications in transactions, and strategies to manage them. He will also highlight the role of employment contracts and key differences in share and asset purchases.
September 26, 2023		REGISTER

Preparing for Emerging ESG Reporting Frameworks and Disclosure Requirements
	Join Della Wang, Director of ESG at Fengate Asset Management as she discusses how CBV professionals can assist in identifying the most relevant ESG issues for an organization and its assets and understand their potential impact on performance and valuation, for the purpose of managing risks, identifying opportunities, and reporting. Della will also explore examples of challenges organizations face as they increase the complexity and volume of information disclosed around their ESG strategy and targets, and how reputational risks can be managed in the face of increased public scrutiny.
October 4, 2023		REGISTER

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

ALL EVENTS

OTHER EVENTS

Kroll Webinar: Higher for Longer? Cost of Capital in the Current Environment
September 28, 2023, 11:30 a.m. ET

ACG Toronto – 21st Capital Connection Conference
Canada’s largest debt and equity marketplace
November 14, 2023 – Beanfield Centre, Toronto
Discount code: PACAPCON2023

ASA Litigation in Valuation Conference
November 30, 2023 - Virtual

Open Position	Company
Senior Manager, Financial Planning & Analysis	Amica Senior Lifestyles Toronto
Associate / Senior Associate	Secretariat Varied
Senior Analyst, Private Equity & Infrastructure, Valuations, Investment Operations	Healthcare of Ontario Pension Plan Toronto
Valuations Specialist	Capital Power Corporation Edmonton
Associate and/or Senior Associate (Hybrid/Remote Role)	White & Lewis Toronto

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