Professional Affiliations

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