Live Webinar | Applied Automation: Tools That Change How Experts Work

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

	Program Description		Take Away
	How You Will Benefit		Schedule

Program Description
This course provides a hands-on roadmap for valuation and forensic professionals to implement automation into their daily workflows. Attendees will learn how to reduce time spent on repetitive tasks, improve the accuracy of their reporting, and gain insights faster using tools they likely already have, or can adopt with minimal setup. Topics will include automating cost of capital sourcing, economic data integration, Excel-to-report generation, engagement planning, and more. The course also introduces advanced automation applications for relationship mapping. Rather than abstract theory, this course emphasizes practical use cases, complete with demonstrations, real-world examples, and prompts to accelerate adoption. Professionals will leave with immediately actionable ideas and strategies for streamlining litigation support and valuation reporting in their practice.

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

• Identify opportunities to automate repetitive valuation and forensic workflows using purpose-built tools and templates
• Utilize automation tools to automate valuation processes by integrating model outputs into reporting inputs
• Integrate financial and economic data more effectively by leveraging automation plug-ins
• Identify opportunities to automate repetitive valuation and forensic workflows to reduce manual effort, improve consistency, and minimize errors
• Demonstrate how automation can accelerate access to information and processes, enabling practitioners to move from question to execution in seconds
• Apply integrated automation workflows to streamline the movement of analytical outputs into professional deliverables, improving efficiency and report reliability
• Integrate financial and economic data more effectively by using automated data-integration techniques to support analysis, visualization, and professional judgment

Take Aways
After completing this course, attendees will be able to automate repetitive valuation and forensic workflows, significantly reducing report preparation time and error rates. They will know how to integrate automation tools to extract insights, and create actionable outputs into existing models. Participants will walk away with repeatable strategies and tools to use immediately, without needing a background in coding or data science.

Who Should Attend
This session is ideal for valuation analysts, forensic accountants, and litigation support professionals who want to increase efficiency, reduce manual processes, and leverage automation and AI in client-facing and back-office workflows. It is especially relevant for solo practitioners and boutique firms.

Presenter
Nick Mears

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.    Computer Software and Applications 1   Personal Development 1 Total CPE Hours   2

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