Course content

    1. Presentation

    2. Recording

About this course

  • $150.00
  • 3 CPD hours
  • March 3, 2022

Course Description

This session will provide attendees with a review of the basics of valuations, both from a theoretical and practical approach, and higher level valuation issues faced by practitioners. The agenda will include the following key areas:

  • Valuation reference points, principles and concepts
  • Valuation approaches and methods, and reality checks
  • When a valuation is needed, and when it is not needed
  • Types of valuation reports
  • CICBV practice standards – high level review, applicability, key issues
  • Common issues faced by valuators – technical, practical and ethical
  • Issues faced by accounting, tax and financial professionals who use valuation reports

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.