The AI Boot Camp: Where Experts Go to Upgrade Their Skills

Co-Sponsored by the National Association of Certified Valuators and Analysts®  (NACVA®)

	Program Description		Take Aways
	How You Will Benefit		Schedule
	Course Prerequisites		Pricing

Program Description
This boot camp is an immersive, practice-driven experience designed for experts who want to stay ahead of the curve. This boot camp bridges high-level understanding with hands-on application, giving attendees the skills to work faster, think deeper, and deliver strong results faster across every engagement.

The curriculum spans a wide range of high-impact topics: AI-driven report review, trial and mediation preparation, financial model automation, modern practice management techniques, and much more. Each segment blends expert instruction with real-world demonstrations, giving attendees a clear understanding of not only what AI can do, but how to apply it directly to ongoing engagements.

By the end of the experience, attendees won’t just understand AI, they will know how to leverage it to produce better work, deliver greater value to clients, and operate with a level of speed and precision that was not possible before. This boot camp provides the tools, templates, and confidence professionals need to modernize their workflows and achieve mastery in an AI-driven world.

How You Will Benefit
After completing this course, attendees will be able to:

• Apply AI-based insights to strengthen practice management, scalability, and client development
• Integrate AI capabilities within Microsoft 365 and Excel to accelerate data analysis, automate formula creation, and streamline reporting
• Apply prompt engineering techniques to generate higher-quality outputs from AI systems across professional tasks
• Evaluate and implement AI solutions that strengthen compliance, improve report review processes, and reduce human error
• Describe how to leverage AI to support trial preparation, mediation strategy, expert report comparison, and cross-examination planning
• Utilize AI-driven tools to automate repetitive workflows, integrate data efficiently, and enhance financial modeling accuracy
• Recognize ethical considerations, limitations, and best practices for the responsible use of AI in expert engagements
• Identify foundational AI concepts and apply them to valuation, forensic analysis, and litigation support

Take Aways
Attendees will gain a toolkit of prompts, templates, and practical techniques for generating high-quality content with greater speed and accuracy. Attendees will walk away with a clear, actionable understanding of how to embed AI responsibly and effectively into their daily professional workflows.

Who Should Attend
This boot camp is designed for experts and consultants who want to elevate their technical capabilities and modernize their workflows. It is ideal for practitioners who are ready to integrate AI, automation, and advanced analytics into their daily practice to work smarter, faster, and with greater impact.

Foundational Prerequisites
Intermediate level course with a solid understanding of valuation and forensic fundamentals (accounting, finance, report writing, analytic workflows). Working proficiency with Excel, Word, Adobe, and general computer operations. Microsoft 365 with Outlook, Word, and Excel should be installed on the attendee laptop (Copilot enabled, if available) or have access to Microsoft Copilot, ChatGPT, or Gemini (Google users). Attendees should review the setup instructions provided in advance and have the ability to access cloud files, if needed, from your device.

AI Familiarity
Basic understanding of AI concepts and how to write prompts, along with prior use of any LLM platform at least once (ChatGPT/Copilot/Gemini). It will be beneficial if you have reviewed NACVA’s AI Advisory Brief (https://www.nacva.com/files/NACVA_AI_Advisory_Brief_2024.pdf), including issues of confidentiality, data-handling, and professional ethics considerations, and have an understanding of what can and cannot be uploaded into AI systems.

Items and Materials to Prepare for and Bring
Bring a laptop capable of running Microsoft 365 and browser-based AI tools. Ensure the device can connect to Wi-Fi, is not restricted by corporate security settings, and have either Chrome, Edge, or another modern browser updated to the latest version. Confirm login credentials for Microsoft, Google, and ChatGPT accounts before arrival. Though optional, you can bring a redacted valuation report or forensic report for hands-on exercises and a working Excel model to test automation. 

Delivery Method In-Person Course: Group Live Virtual Course: Group-Internet Based Program Level Intermediate Advanced Preparation None Prerequisites Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.    Behavioral Ethics 1   Business Law 3   Business Management & Organization 1   Communications and Marketing 3   Computer Software & Applications 5   Information Technology 3 Total CPE Hours   16

For NASBA sponsorship information, including refund, complaint, and/or program cancelation policies, click here.