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| AI for Valuation and Forensics: A NACVA Primer | December 2025 (2067Q) |
Course CPE: 1 hour
Field(s) of Study: Information Technology–1 hr
Program Level: Overview
Prerequisites: None required. These overview programs may be appropriate for professionals at all organizational levels.
Advanced Preparation: None
Delivery Method: QAS Self-Study |
Item
Number: 25PM1203AIV
Shipping Weight: 0lbs. 0oz. |
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$99.00 |
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Recording Date: December 3, 2025
Presenter: Kimberly Linebarger; Colin Brown; Karen Lascelle; Nick Mears; Nainesh Shah
Program Description:
This "big splash" event is designed to introduce the transformative potential of Artificial Intelligence (AI) in valuation and financial forensics, aiming to make attendees comfortable with integrating AI tools into their practice. This presentation will lay the groundwork for a broader NACVA initiative to educate members on AI, including articles, data sources, and a webinar series.
The presentation will provide an overview of key AI concepts and demonstrate practical applications using real-world scenarios relevant to valuation and forensic professionals. The presenters will explore how AI can be leveraged to enhance efficiency, accuracy, and decision-making across various tasks, including:
Building Custom AI Valuation Assistants: Learn to utilize Chat GPT's custom AI features to create tailored guidance for business valuation and financial forensic topics. The presenters will show you how to build an AI easily that delivers clear, professional, and traceable answers specific to your needs.
AI for Trial and Mediation Success: Discover how custom Chat GPT models can assist in trial preparation, mediation strategies, and case analysis, making legal support smarter.
AI for Compliance and Report Review: Learn how to customize AI modeling to ensure compliance, identify inconsistencies, and improve the quality of your reports, ultimately saving time and reducing errors.
Boosting Productivity with AI in Microsoft 365: The presenters will explore AI Copilot features in Microsoft Outlook, Word, and Excel to automate repetitive tasks, enhance report writing, improve readability, streamline data analysis, build dynamic models, and gain actionable insights.
This introductory session is just the beginning. It will provide attendees with a foundational understanding of AI and its potential to revolutionize their practices. Think of this as a preview of the comprehensive AI resources NACVA will be rolling out, designed to empower you with the knowledge and skills to confidently integrate AI into your daily work. Stay tuned for upcoming articles, in-depth webinars, and access to curated data sources, all aimed at making you an AI-savvy valuation and forensics professional.
Takeaways
Attendees will gain awareness of NACVA's upcoming AI initiative and the resources available to them. They will be able to recognize the potential impact of AI on their valuation and forensic practices and identify key areas where AI can be applied. Attendees will also be able to anticipate the types of AI education and support that NACVA will provide in the near future, empowering them to take the next steps in their AI learning journey.
After completing this course, you will be able to:
- Identify the key components of NACVA's upcoming initiative to educate attendees on AI for valuation and forensics.
- Recognize the importance of AI proficiency for professionals in valuation and financial forensics.
- Differentiate between the different formats and resources NACVA will utilize to deliver AI education, including articles, webinars, and data sources.
- Recognize how NACVA's AI resources will help attendees integrate AI tools into various aspects of their practice.
For more information regarding refund or concerns, please contact our offices at (800) 677-2009.
The Consultants’ Training Institute (CTI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. |
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