CBV INSTITUTE WELCOMES NEWEST CBVs

CBV Institute would like to welcome the newest cohort of CBVs to join our community of esteemed valuation professionals. These individuals have demonstrated their knowledge and expertise in the field of business valuation, and we are pleased to welcome them into membership.

The individuals listed below were admitted during the third membership intake of 2023. Please join us in congratulating them on this milestone achievement and welcoming them to the CBV profession.

View Our Newest CBVs…

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.

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.

VOLUNTEERS NEEDED: UNIVERSITY ROADSHOWS

We need your help in promoting the profession!

CBV Institute is hosting a series of information sessions and attending career fairs at 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.

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.

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.

DISCOUNT FOR FINANCIAL MODELING COURSES

CBV Institute has secured a 35% discount for CBVs and Registered Students looking to pursue the Advanced Financial Modeling (AFM) accreditation. To do so, please use the code below.

AFM standard price: USD$695

CBV price: USD$495

Coupon code: cbvafm

Registered Students will have free access to the FMI foundations program through the CBV Program of Studies, however, CBVs can take the course at a 23% discount with the code listed below.

FMI Foundations standard price: USD$195

CBV price: USD$150

Coupon code: cbvfdn

Coupon codes are valid until June 30, 2024.

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

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

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