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| Applied AI and Automation: Tools That Change How Experts Work (2244Q) |
Course CPE: 2 hours
Field(s) of Study: Computer Software and Applications–1 hr; Computer Software and Applications–1 hr
Program Level: Intermediate
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.
Advanced Preparation: None
Delivery Method: QAS Self-Study |
Item
Number: 25PM1217AAT
Shipping Weight: 0lbs. 0oz. |
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$147.00 |
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Recording Date: December 17, 2025
Presenter: Nick Mears; Nainesh Shah
Program Description:
This course provides a hands-on roadmap for valuation and forensic professionals to implement automation and AI 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 AI applications for relationship mapping AI SWOT analysis.
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.
Takeaways
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 AI and automation tools to extract insights, build client intelligence, 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.
After completing this course, you will be able to:
- Identify opportunities to automate repetitive valuation and forensic workflows using purpose-built tools and templates
- Recognize how AI can automatically generate actionable task lists from in-person meetings to streamline follow-up and collaboration
- Select automation tools to integrate valuation model outputs directly into reporting inputs
- Identify and extract relevant LinkedIn profile data using AI to support relationship mapping and due diligence efforts
- Determine insights through AI analyses that synthesize internal company data with external market indicators
- Differentiate approaches for incorporating financial and economic data more effectively by leveraging Excel automation plugins
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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