Course content

    1. Presentation

    2. Case Study - Calculation Report

    3. Case Study - Schedules

    1. Recording

About this course

  • $100.00
  • 3.5 CPD hours
  • January 29, 2019

Course Description

This session will provide attendees with a strong introduction to the basics of valuations, both from a theoretical and practical approach. At the end of the session, attendees will have a grounding in the science and art of valuations sufficient to understand “valuation speak” and know when and why valuations are required. The agenda will include the following key areas:

  • Valuation reference points, principles and concepts
  • Valuation approaches and methods
  • Reality checks
  • Typical information requirements & sources of research
  • Financial statement analysis and interpretation: interpreting a company’s financial signals
  • Case study

Instructor(s)

Melanie Russell

Melanie E. Russell, FCPA, FCA, CBV, CIM, CFE, CFF, ABV, FDRP-Val, Founder and President of Kalex Partners Inc. – her current practice focuses on business valuations, litigation support and dispute analysis, financial/forensic investigations, corporate finance and education. She has qualified as an expert witness in the areas of valuation, forensic accounting, income analyses and loss of income calculations in a number of cases in the Ontario Court of Justice, the Ontario Superior Court and the Federal Court of Canada. She has also acted as an accounting expert in arbitration, mediation and other alternative dispute resolution proceedings (e.g., collaborative family practice), and negotiated a number of buy/sell transactions. She has taught at various institutions, authored various articles and professional material, and has had a number of years marking, authoring and co-ordinating professional examinations including the CICBV Membership Qualifying Examination.