Empowering young professionals: A panelist discussion with Toronto’s finest Legal, Fraud Examination, and Valuation professionals

Don’t miss this opportunity to network with Toronto’s top legal, fraud examiners, and business valuation professionals as they draw from diverse backgrounds and share their insights, strategies, and real-world experiences, offering invaluable discussions on fraud detection, case examples, and the art of business valuation. This event promises to equip early career professionals with the knowledge

Vancouver Joint Event: Happy Hour at Haraheri

We are teaming up once again to bring you a unique networking opportunity to forge professional relationships with other industry experts. Don’t miss this opportunity to mingle with members from CBABC Business Law & Young Lawyers – Lower Mainland Sections, CBABC Tax Lawyers, CFA Society Vancouver and CBV Institute. Registration is limited to a total of

Emerging Leaders in Valuation – GTA SPRING Social

Join us for a fantastic networking opportunity at Saulter Street Brewery, located in the east end neighbourhood of Riverside. Opened in 2017, Saulter Street Brewery brews 11 different kinds of delicious craft beers, with offerings across the spectrum, from lagers and pilsners to IPAs and stouts. This is a valuable opportunity to get to know

Practical Issues in Family Law

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CONNECT 2024 – Livestream

Join us at the signature event of CBV Institute dedicated to leadership in business valuation. Get the latest thinking and insights to advance valuation expertise and confront an ever-changing business environment. Global registration is open to CBVs and Students, other valuation professionals, business leaders and interested professional associations and organizations. The cost of livestreaming will

CONNECT 2024

CONNECT 2024 is taking place in Montreal, QC June 20 & 21 at the Hotel Bonaventure. Join us in person at the signature event of CBV Institute dedicated to leadership in business valuation. Get the latest thinking and insights to advance valuation expertise and confront an ever-changing business environment. Global registration is open to CBVs

Updates to International Valuation Standards

On Jan 31, 2024, the newest edition of IVS was published. This comprehensive update includes the addition of new chapters, encompassing Data and Inputs, Valuation Models, and Reporting. The revised standards, effective from January 2025, also place increased emphasis on integrating ESG considerations into the valuation process.  To facilitate understanding of the latest updates, join Catalina Miranda,

 Financing of Corporate Royalties

Join Ajay Shivdasani, Principal and Steve Russo, Principal of Duke Royalty as they present an overview of a unique alternative capital solution for buyouts or equity releases. This webinar will focus on how this approach mixes certain elements of debt and equity in an attempt to better align with owners who wish to maintain equity

Practical Issues in Family Law

Join CBV Institute and FDRIO for this family law event that includes the dynamic sessions listed below. Perceptions of what CBV’s should and shouldn’t do from the bench, a lawyer and a CBV Hear from an experienced family lawyer, judge, and business valuator about how CBV’s are perceived by the decision makers. Find out what

Cross-Border M&A:  Perspectives on Cross-Border Transactions and Valuation Trends

Global M&A activity slowed in 2023 including cross-border deals between the U.S. and Canada.  This presentation will analyze M&A volume and valuation multiples in recent years and look forward to 2024.  Jon C. Doehr, Managing Director of Cascade Partners LLC (a U.S. Middle-Market Investment Banking Firm) will present data on investment into the U.S. from

Intellectual Property-Backed Financing

Join Lally Rementilla, Managing Partner, Intellectual Property-Backed Financing at BDC as she explains how intellectual property-backed financing works at the Business Development Bank of Canada.  Lally will also discuss considerations for valuing and financing intellectual property-rich companies. Lally Rementilla is Managing Partner, Intellectual Property-Backed Financing at BDC Capital. She oversees and provides strategic guidance to

LBO Valuation Modelling & Value Creation

Join Rob Hong, CEO and Ethan Black from Sapling Financial Consultants as they explore the key building blocks in LBO modelling and value creation. This webinar will focus on:

Checking and Reviewing a Financial Model: What to do When Something Goes Wrong

Due to the resounding success of our first financial modeling webinar, we are pleaesed to offer a second webinar from FMI.  In this session, Ian Schnoor will show you how to check and review a financial model to ensure that it is accurate. During the session, he will demonstrate some powerful tips to check and

M&A Update

Join Grant Wallace, Partner at Relay Transition Partners, as he takes participants through an M&A market update focused on private company transactions in Canada.  Grant will review current trends in deal pricing, leverage multiples, transaction processes and the dynamic between buyers and sellers, as well as talk through the outlook for 2024. This webinar is

Vancouver Holiday Affair – Ugly Christmas Sweater Party

CFA Society Vancouver,  CBA BC – Young Lawyers Lower Mainland Section and CBV Institute welcome their members to celebrate the season and come together in-person for an evening of networking and fun. Dig out your most unsightly Christmas sweater (or Christmas outfit) to promenade, memorialize in the photo booth and be entered into our draw

Because you want to be a family law practitioner…(Focused CPD Bundle)

A CBV practitioner’s toolkit
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Determination of Income for Support Purposes
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Do’s and Don’ts
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Because earn-outs are in…(Focused CPD Bundle)

Introduction to the Valuation of Complex Financial Instruments
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Best practices in the Valuation of Contingent Considerations
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Revenue Based Contingent Consideration Techniques
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Challenges to Quantifying Economic Harm from Data Breaches

The number of incidents involving compromised personal data increased significantly over the past decade. In 2022 alone, organizations reported having data compromised in almost two thousand instances in just the United States, impacting hundreds of millions of consumers. These incidents include data breaches, as well as unintentional data exposures and data leaks. Exposure of individuals’

Montreal Holiday Social Event

The Montreal Workshop Committee invites you to attend the annual holiday social and networking event on Wednesday December 6, 2023.  Please join us in connecting or reconnecting with fellow valuators and to celebrate the successful Membership Qualification Exam writers.  We look forward to seeing you on December 6th! Register early so as not to miss

Vancouver Holiday Social Event

The BC Workshop Committee invites you to attend the annual holiday social and networking event on Wednesday December 6, 2023.  Please join us in connecting or reconnecting with fellow valuators and to celebrate the successful Membership Qualification Exam writers.  We look forward to seeing you on December 6th! Registration includes two drink tickets as well

Economic Outlook

Join the BC Workshop as they welcome Bryan Yu, Chief Economist for Central 1 Credit Union.  Bryan will provide attendees with his annual BC economic review of 2023 and outlook for 2024.  While Bryan focuses on BC, his session will provide attendees with a temperature reading of what can be expexted nationally.   The webinar is

Financial Modeling Best Practices: 10 Tips to Build a World-Class Model

Financial Modeling is a critical discipline that is now required of many accountants, finance and business valuation professionals.  A good financial model needs to tell a story and create confidence for the users and decision makers. Unfortunately, many financial models are a mess. Financial modelers are often self-taught and left to figure things out on

CBV Institute’s BV Challenge Career Development Forum

Join us for the Career Development Forum, a virtual event hosted by CBV Institute that aims to connect university students across Canada with leading organizations in the field of business valuation. The event will kick off with opening remarks from our Title sponsors, OMERS and KPMG, followed by a brief introduction from CBV Institute President

Venture and Growth Equity – Trends and Valuations

With the 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 (Senior Vice President) to learn more about venture and growth equity, the fundamentals, the

Preparing for Emerging ESG Reporting Frameworks and Disclosure Requirements

The ESG reporting landscape is evolving rapidly as investors, regulators, and other key stakeholders increasingly demand transparent, globally comparable, and credible disclosure around organizations’ and financial institutions’ sustainability-related risks and opportunities. Join Della Wang, Director of ESG at Fengate Asset Management as she discusses how CBV professionals can assist in identifying the most relevant ESG

GTA/Ontario Practice Roundtable & Institute Update

Join CBV Institute President & CEO, Christine Sawchuk, Vice President, Regulatory & Standards, Catalina Miranda, and Regional Director, Vivian Alterman (Toronto), for an intimate roundtable and update on Institute initiatives.  They are very interested in hearing your views and feedback on activities and progress in the profession. There is no cost to register but only

Atlantic Region Practice Roundtable & Institute Update

Join CBV Institute President & CEO, Christine Sawchuk, Vice President, Regulatory & Standards, Catalina Miranda, and Regional Director Corinne Larkin (Atlantic), for an intimate roundtable and update on Institute initiatives.  They are very interested in hearing your views and feedback on activities and progress in the profession. There is no cost to register but only

Developing and Selecting CAPM Betas – A Canadian Case Study

Since the outbreak of COVID-19, industry risks have changed very materially. With a backdrop of high inflation, interest rate hikes and recent market events, investors and private companies are faced with higher cost of capital, which has a direct impact on their investment decisions. To determine the most cost-effective means of raising capital and evaluate

Québec Practice Roundtable & Institute Update

Join CBV Institute President & CEO, Christine Sawchuk, Vice President, Regulatory & Standards, Catalina Miranda, and Regional Director, Catherine Tremblay, for an intimate roundtable and update on Institute initiatives.  They are very interested in hearing your views and feedback on activities and progress in the profession. There is no cost to register but only those

BC & Prairies Practice Roundtable & Institute Update

Join CBV Institute President & CEO, Christine Sawchuk, Vice President, Regulatory & Standards, Catalina Miranda, and Regional Directors Susie Foley (BC) and Brian Gibson (Prairies), for an intimate roundtable and update on Institute initiatives.  They are very interested in hearing your views and feedback on activities and progress in the profession. There is no cost

Minority Discounts for Public Equities. Yes? No? Maybe? – CANCELLED

Whether or not minority discounts exist for publicly traded equities is a highly debated issue. Some say “No”. Some say “Yes”. And some say “Maybe”. Join Susan Glass (Retired Partner, KPMG), as she considers all three views, along with associated research and her own recommendations. Also, when addressing the “Maybe” option, she will review the

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

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