
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