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Professional Affiliations

Duff & Phelps Managing Directors provide input to regulators and standard-setters, and actively contribute to the development of valuation industry best practices.

Our professionals’ roles have included:

  • Canadian Institute of Chartered Business Valuators (CICBV) – Member, Intangibles Task Force, Fellow
  • Chartered Professional Accountants of Canada – Member, Fellow
  • Chartered Financial Analyst (CFA) – Member
  • Appraisal Institute of Canada – Member
  • Association of Certified Fraud Examiners – Member
  • Arbitration and Mediation Institute of Ontario – Member
  • Canadian Venture Capital and Private Equity Association – Member
  • Canadian Institute of Mining, Metallurgy and Petroleum – Member
  • Canadian Financial Executives Research Foundation – Board of Director
  • Financial Executives International – Board Member
  • Institute of Chartered Professional Accountants of Ontario – Member, Fellow
  • Ontario Institute of Chartered Accountants – Member
  • Ontario Association of Land Economists – Member
  • Ontario Expropriation Association – Member
  • Public Accountants Council for the Province of Ontario – Board Member
  • Society of Management Accountants of Ontario – Member, Board Chair, Governance and Nominating Committee Chair, Fellow
  • American Institute of Certified Public Accountants (AICPA) -
    • Former co-chair, AICPA Goodwill Impairment Task Force
    • Member, AICPA NAV Task Force
    • Members, AICPA Business Combinations Task Force
  • American Society of Appraisers (ASA)
    • Member, Business Valuation Committee, and Report Examiner
    • Member, CEIV Credentialing Panel
    • Member, ASA Educational Trust
    • Chapter VP, International Virtual Chapter Committee
    • Member, Machinery & Technical Standards Committee
  • The Appraisal Foundation (TAF)
    • Former board member, Appraisal Practices Board (APB)
    • Member, Subject Matter Expert Group on Best Practices for Valuations in Financial Reporting
    • Member, TAF working group on Valuation of Contingent Consideration
    • Former member, of TAF working group on Contributory Asset Charges
    • Members, Business Valuation Resource Panel
  • Appraisal Institute
    • Member
    • Former member, Financial Reporting Valuation Committee
  • CIVO, Fair Value Quality Initiative Task Force, culminating with the launch of the CEIV™ (Certified in Entity and Intangible Valuations™) credential, backed by the AICPA, ASA and RICS
    • Co-Chair, Performance Requirements work stream
    • Chair, Qualifications work stream
    • Member, Qualifications work stream
  • Fair Value Quality Initiative Task Force, developing the CVFI™ (Certified in Financial Instruments Valuations™) credential, backed by the AICPA
    • Task force member
  • Financial Accounting Standards Board (FASB)
    • Former members, Valuation Resource Group
    • Former Valuation Fellow
  • Institute of Management Accountants (IMA)
    • Members, Financial Reporting Committee
  • Institute of Valuers and Appraisers of Singapore (IVAS)
    • Member, IVAS Council
  • The International Valuation Standards Council (IVSC)
    • Board member, Business Valuation Board
    • Board member, Tangible Assets Board
    • Chair, IVSC Financial Instruments Working Group - Framework for Financial Instruments Valuation
    • Former Vice Chair and board member, International Valuation Professional Board
  • International Accounting Standards Board (IASB)
    • Provided educational sessions to the IASB on valuation issues
  • International Private Equity & Venture Capital Valuation (IPEV)
    • First board representative from the U.S.
  • Private Equity Industry Guidelines Group (PEIGG)
    • Board member, PEIGG and principal drafter of the U.S. Private Equity Valuation Guidelines;
    • Technical advisor to PEIGG and PEIGG's Valuation Subcommittee
  • Royal Institution of Chartered Surveyors (RICS)
    • Member, RICS Americas World Board
  • U.S. Securities and Exchange Commission (SEC)
    • Former Professional Accounting Fellow, Office of Chief Accountant
    • Former panelist, SEC mark-to-market accounting roundtable