September 6, 2023



 

Notice Board

2023 SUMMER TERM COURSE RESULTS POSTED

The following course averages and pass rates were achieved in the CBV Institute’s Summer 2023 term.

Congratulations to the individuals noted below who achieved the highest marks in the courses.

Course  Course Average  Course Pass Rate Individual Achieving Highest Mark
Level I BV 67% 83% Tanner Derjugin
Level II BV 64% 80% Noah Langlois
Level III BV 69% 86% Kinjal Shah
Level IV BV 64% 74% Alex Gao
Corporate Finance 65% 76% Owen Grant
Litigation in Business Valuation 69% 87% Matthew Saturno
Private Investments  68% 93% Matthew Chan
Valuation For Financial Reporting 70% 94% Joshua Wu

SURVEY ON JOINT RETAINER PRACTICES

CBV Institute is surveying CBVs and Registered Students who have experience in joint retainer engagements. The goal of the survey is to compile data on the issues that come up in joint retainer engagements and how they are dealt with in practice. This data will inform guidance for the profession. Your responses will be kept strictly confidential, and the survey will take approximately five minutes to complete. Have your say!

Access the survey…


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…


SPONSORED RESEARCH INITIATIVE – REQUEST FOR PROPOSALS

Proposals for CBV Institute’s annual Sponsored Research Initiative are due by September 21, 2023.

CBV Institute welcomes all submissions that further innovative research in the business valuation field, including from Registered Students in the CBV Program of Studies and from CBVs at any stage of their career.

Submissions are also welcomed from academics and professionals who do not hold the CBV designation, but who work in complementary areas such as accounting, finance, economics, and litigation.

The winning proposal can be on any under-explored topic of relevance to business valuation practitioners. Top-of-mind topics for this year include, but are not limited to: (1) the unique challenges of valuing start-ups and high-growth companies, including Generative AI companies; (2) takeaways for practitioners from recent public market fluctuations e.g., the boom-bust cycles in technology, cannabis, and crypto; and (3) practice management considerations related to the adoption of AI and AVMs.

CBV Institute provides compensation of $10,000 for completion of the selected research project.

Read More…


INSTITUTE TO PARTICIPATE IN V20

CBV Institute is pleased to announce that we are a participating organization for the V20 Valuation Summit & Conference, taking place October 27-29 in New Delhi, India.

The V20 Valuation Summit and Conference is organized by the Assessors and Registered Valuers Foundation (AaRVF), in association with the International Valuation Standards Council (IVSC). This is an important conference that recognizes the pivotal role of valuation in today's challenging times. 

The V20 aims to create a platform that brings together valuation professionals, practitioners, policymakers, and stakeholders from around the world.

The four basic themes of the conference are:

  • Data transparency and availability in global valuation practices.
  • Valuing livelihood, land use, and habitat.
  • ESG integration; redefining value in a changing world.
  • Strengthening professional capacity: advancing global valuation competence.

More Information…

 

 

Upcoming Events

 

Venture and Growth Equity – Trends and Valuations
With market volatility and liquidity crunches, venture and growth equities are entering a new era where growth is slowed, costs are higher, and capitals are limited. Join our presenters from Valuation Research Corporation, Ryan MacLean (Managing Director), and Cheryl Cheng CBV, (Senior Vice President) to learn more about venture and growth equity, the fundamentals, the current landscape, and most importantly, the valuation considerations.
September 13, 2023    

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    

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.
September 27, 2023    



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 

 

CAreer Opportunities

 

        
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

Your web browser is outdated. For the best possible site experience, we encourage you to switch your browser to Microsoft Edge, Google Chrome or Firefox.