2019-2020 Operational Advisory Councils

Board of Examiners

Mandate:

  • To set the MQE and inform the Board of Directors of the candidates who have obtained a passing mark on the MQE
  • Maintain the overall quality of the MQE process
  • Oversee the MQE development process, in accordance with the MQE Competence Framework
  • Oversee the MQE evaluation process
  • Review and approve the final results of the MQE
  • Report annually on the overall MQE process and results
  • Recommend improvements to the MQE development or evaluation processes
  • Develop test bank question(s)

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Members:

Operational Advisory Council membership is not made public.

Composition:

  • Chair, who is not a Director, appointed by the Board Chair
  • A minimum of one Director
  • A minimum of six Members, who are not Directors (generally representative of the major practice segments)
  • Institute:
    • Director, Education and Accreditation

Term:

The calendar year, to follow a complete MQE cycle.

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Continuing Professional Development

Mandate:

  • Provide advice on related policy matters
  • Identify and secure potential speakers for webinars and seminars
  • Oversight of CPD compliance
  • Monitor and support local Workshops
  • Approve content for publishing in the Journal of Business Valuation
  • Approve the CBV Institute Research Initiative

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Members:

  • Dennis Leung (Chair)
  • Deborah Hanlon (Events)
  • Judith Roth (Compliance)
  • Richard Davies
  • Neil DeGray
  • Erica McGuinness
  • Amanda Salvatori
  • Jennifer Samarco

Composition:

  • A minimum of six Members
  • Institute
    • Manager, Administration and Events
    • Manager, Business Systems and Compliance
    • Director, Professional Practice

Term: 

June to May

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Education

Mandate:

  • Determine the core competencies to be covered by the Program of Studies
  • Provide advice on content and delivery of Program of Studies

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Members:

  • Susie Foley (Chair)
  • Christine Sawchuk
  • Kevin Hutchinson
  • Michael Devonshire
  • Camilo Lento
  • Nicholas Correia
  • Stephen Kertzman
  • Timothy Zimmerman
  • Neil DeGray
  • Mike Yuzwa
  • Jason Maltais
  • Balpreet Singh

Composition:

  • A minimum of six Members
  • Institute
  • Director, Education and Accreditation
  • Registrar and Manager, Education

Term: 
June to May

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Liaison

Mandate:

  • Provide advice on fostering and promoting alliances with related organizations to enhance the objectives of the Institute

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Members:

  • Luc Lafontaine (Chair)
  • Anish Chopra
  • Mary Jane Andrews
  • Bob Boulton
  • Christine Sawchuk
  • Catalina Miranda
  • Kathy Richards

Composition:

  • A minimum of one Director
  • Institute:
    • President and CEO
    • Executive Vice President and COO
    • Director, Education and Accreditation
    • Director, Strategic Marketing
    • Director, Professional Practice

Term: 
June to May

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Marketing and Communications

Mandate:

  • Provide advice on marketing and communications activities in support of the promotion of the profession.

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Members:

  • Chris Polson (Chair)
  • Kathy Richards
  • Patrick Coady
  • Amanda Vella
  • Jared Behr
  • Howard Johnson
  • Paul Gill
  • Bob Boulton

Composition:

  • A minimum of six Members
  • Institute
    • Director, Strategic Marketing
    • Executive Vice President and COO

Term: 
June to May

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