AI Mastery Workshop: Turning AI into Your Competitive Advantage

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

	Program Description		Recommended Experience
	What Makes This Workshop Different		Course Schedule
	How You Will Benefit		Pricing

Work Faster. Deliver Better Work. Scale Your Practice.

Program Description
AI is changing how business valuation, CPAs, and forensic professionals analyze information, review reports, prepare for litigation, communicate with clients, and manage engagements.

The firms that learn to leverage these tools effectively are gaining a significant competitive advantage through greater efficiency, improved quality, and increased capacity.

The challenge is not understanding what AI is.

The challenge is knowing exactly how to use it in your day-to-day practice.

This intensive, hands-on workshop is designed specifically for business valuation, CPA, and financial forensic professionals who want practical systems, workflows, and tools they can implement immediately.

Over four immersive days, you will learn how experienced practitioners are using Microsoft Copilot, ChatGPT, Claude, custom GPTs, and workflow automation to streamline engagements, improve deliverables, and enhance client service.

You won't just learn about AI. You'll learn how to use it in your practice immediately.

Attendees will learn practical techniques that can reduce time spent on research, report review, drafting, and other recurring professional tasks.

"One of the best courses I have ever taken. This course was life changing."
— Gregory A. Kaseno

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What You Will Learn
Build Your Own AI Assistant—Learn how to create customized AI assistants that reflect your firm's methodologies, processes, and reporting standards. Discover how to use custom Prompts, Agends, and Skills to support valuation and financial analysis, engagement workflows, report review, and client deliverables.

Transform Report Writing and Review—Use AI to improve report quality, accelerate drafting, identify inconsistencies, support compliance review, and reduce time spent on repetitive editing and quality-control tasks.

Increase Productivity with Microsoft Copilot—Discover practical ways to leverage AI within Outlook, Word, Excel, and Microsoft 365 to improve communication, streamline scheduling, automate routine tasks, and save valuable time every week.

Improve Litigation and Expert Witness Support—Explore how AI can support trial preparation, mediation strategy, expert report comparison, case analysis, deposition preparation, and other litigation-related workflows.

Unlock the Full Power of Excel—Learn how AI can help build formulas, automate analysis, accelerate modeling, and improve decision-making while reducing manual effort.

Master Modern AI Research and Analysis Tools—Understand when and how to use platforms such as Claude, ChatGPT, and Microsoft Copilot to improve research, analysis, document review, and workflow efficiency.

Scale Your Practice More Efficiently—Learn how AI can help increase capacity, improve responsiveness, streamline operations, and create opportunities for growth without proportionally increasing administrative burden.

Implement AI Responsibly—Gain a practical understanding of ethical considerations, confidentiality concerns, compliance requirements, and best practices for professional AI use.

What Previous Attendees Are Saying
"The hands-on portion of the program was powerful. I will be able to use the course content as reference material as I ramp up my efforts to incorporate what I learned into my company's processes."

"Nick and Nainesh showed actual examples of how AI is incorporated into valuation work and provided a roadmap for implementation."

"Colin's cutting-edge knowledge and understanding of emerging AI tools added tremendous value to the program."

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What Makes This Workshop Different
The workshop focuses on helping professionals create measurable productivity gains through AI-assisted workflows and automation.

Unlike general AI courses, this workshop is built specifically around valuation, financial analysis, litigation support, and services workflows typical within a financial and valuation professional's practice.

Every session is designed around real-world valuation and forensic use cases.

Attendees will participate in demonstrations, guided exercises, and hands-on activities designed to help them immediately apply what they learn within their own firms and engagements.

Why This Matters Now
AI is rapidly becoming part of everyday professional practice.

Clients are expecting faster turnaround times, firms are facing ongoing staffing challenges, and new AI-powered tools are changing how research, analysis, reporting, and communication are performed.

Professionals who understand how to leverage these tools effectively will be better positioned to improve efficiency, increase capacity, and remain competitive in the years ahead.

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

• Build customized AI assistants for valuation and financial forensic engagements
• Create higher-quality outputs using advanced prompting techniques
• Automate repetitive professional workflows
• Identify how to improve report drafting, editing, and review processes
• Implement how to use AI to strengthen litigation support and expert witness preparation
• Identify how to accelerate Excel modeling and analytical tasks
• Increase productivity using Microsoft Copilot and Microsoft 365
• Conduct more effective research and document analysis using AI
• Identify opportunities to improve efficiency throughout your practice
• Implement AI tools responsibly while maintaining professional standards

Take Aways

• AI workflow frameworks
• Reusable prompts and templates
• Custom GPT development guidance
• Microsoft Copilot implementation strategies
• Practical automation techniques
• Reference materials and resources
• A roadmap for integrating AI into professional practice

Combining deep valuation and financial forensic expertise with advanced AI implementation experience, the faculty provides attendees with both strategic insight and practical application techniques that can be used immediately.

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Who Should Attend
This workshop is designed for valuation, CPA, financial forensic, litigation support, forensic accounting, and business consulting professionals.

Recommended Experience
This is an intermediate-level workshop designed for financial professionals who want to move beyond AI experimentation and begin applying AI in real-world engagements.

To get the most value from the workshop, participants should have:

• A working knowledge of valuation, financial forensic, accounting, or analytical workflows
• Comfort using Microsoft Excel, Word, and other business applications
• Basic familiarity with AI tools such as ChatGPT, Microsoft Copilot, Claude, Gemini, or similar platforms
• No programming, coding, or advanced technical experience is required

Preparing for the Workshop
This is a highly interactive, hands-on program. To ensure participants can fully engage in the exercises and demonstrations, we provide a simple pre-workshop preparation process.

Prior to the workshop, attendees will receive:

• A short setup guide
• Recommended account and software configurations
• A readiness checklist
• Optional preparation materials for those who want additional background

A brief optional readiness session will also be offered before the workshop to answer questions and assist with setup.

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Platform Access
Throughout the workshop, instructors will demonstrate practical applications using several leading AI platforms, including Microsoft Copilot, ChatGPT, Claude, and other emerging tools.

For the best hands-on experience, participants should have access to at least one paid AI platform, such as ChatGPT, Claude, Microsoft Copilot, or Gemini. The workshop is designed to teach practical workflows, prompting techniques, and implementation strategies that work across leading AI systems, enabling attendees to build expertise using the platform that best aligns with their professional needs.

Many workshop examples use Microsoft Copilot because of its integration with Word, Excel, Outlook, and Microsoft 365. Participants who have access to Copilot will be able to follow along directly, but the concepts and workflows demonstrated can generally be adapted to other AI platforms.

Participants will still be able to follow demonstrations, observe workflows, and apply many of the concepts regardless of which AI platform they currently use.

Recommendations and setup guidance will be provided prior to the workshop.

Presenters
Nick Mears, Nainesh Shah, Colin Brown

Delivery Method 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.