Valuation Issues for Accounting, Tax and Financial Professionals – A Refresher Plus Common Valuation, Engagement and Professional Issues

This half-day 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:

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

20 Jul 2021, 11:00 AM

3 CPD hours

$100

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Course Description

Within 24 hours of the webinar, we will forward you an e-mail from katie@kalexvaluations.com with instructions for accessing the live webinar. If you don't receive it, please check your junk/spam. 

We look forward to seeing you at our upcoming events.  Should you have any ideas for topics, speakers, sponsorship or anything else, feel free to contact Melanie Russell, CPA, CA, CBV, CIM, CFE, CFF, ABV at 416-488-9590 x 225.

Please note: For best audio quality, we recommend using external speakers or headphones. 

Course Walkthrough

  • Certificate: Valuation Issues for Accounting, Tax and Financial Professionals – A Refresher Plus Common Valuation, Engagement and Professional Issues
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About the Instructor(s)

Picture of Melanie Russell
Melanie Russell

Melanie E. Russell, CPA, CA, CBV, CFE, CIM, CFF, ABV – 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.

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