Live Webinar | AI in Valuation Report Writing: A Practical Guide for Analysts in 2026

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 offers valuation professionals a clear, practical introduction to using AI responsibly in valuation report writing. Building on the recent QuickRead article, the presentation focuses on how analysts can incorporate AI tools to improve clarity, efficiency, and workflow without compromising professional judgment or analytical rigor.

Participants will learn where AI adds the most value in the writing process—including draft refinement, structuring complex explanations, and summarizing analytical steps—and where human expertise must remain central. The course also highlights common risks such as over-reliance, loss of nuance, and confidentiality concerns, offering practical safeguards and review strategies.

Real examples illustrate how to transform raw AI output into polished, defensible report language. Attendees will leave with actionable techniques they can apply immediately, along with guidance for developing personal and firm-level best practices for AI use in valuation writing.

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

• Identify appropriate use cases for AI in valuation report writing, including draft refinement, clarity improvements, and the summarization of analytical steps
• Distinguish between tasks that AI can support effectively and those that require the analyst's professional judgment, analytical reasoning, and domain expertise
• Apply practical techniques for transforming raw AI-generated text into polished, defensible report language that aligns with valuation standards and firm expectations
• Evaluate AI-assisted writing for accuracy, tone, completeness, and compliance using a structured review framework tailored to valuation practice
• Recognize common risks associated with AI use—including over-reliance, loss of nuance, and confidentiality concerns—and implement safeguards to mitigate them
• Describe personal and firm-level best practices for responsible AI use, including documentation habits, transparency considerations, and strategies for training junior analysts
• Integrate AI tools into the valuation writing workflow to enhance efficiency and communication without compromising the integrity of the analyst's conclusions

Take Aways
After completing this course, attendees will be able to use AI tools to enhance clarity, structure, and efficiency in valuation report writing while maintaining full professional judgment and analytical rigor. They will be able to identify appropriate use cases for AI, apply practical techniques for refining and reviewing AI-assisted text, and recognize common risks such as over-reliance and confidentiality concerns. Participants will also be able to evaluate AI-generated language for accuracy, defensibility, and compliance with valuation standards. Finally, participants will leave with actionable strategies for integrating AI into their workflow in a responsible, repeatable, and well-documented way.

Who Should Attend
Valuation analysts, financial professionals, and report writers who want to use AI responsibly in their workflow will benefit from this session. The material is especially relevant for practitioners who prepare or review valuation reports and are looking for practical, defensible ways to improve clarity, efficiency, and communication in their written work.

Presenter
Nancy J. McCarthy

Delivery Method Group Internet-Based Program Level Basic Advanced Preparation None Prerequisites Previous training or experience with the fundamentals of accounting, finance, economics, and business writing. These individuals are often at the staff or entry level in organizations, although such programs may also benefit a seasoned professional with limited exposure to the area.   Information Technology 2 Total CPE Hours   2

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