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| Valuation in the Era of AI: Towards a New Professional Paradigm (2309Q) |
Course CPE: 2 hours
Field(s) of Study: Information Technology–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: 26BV0518VEA
Shipping Weight: 0lbs. 0oz. |
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$147.00 |
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Recording Date: May 18, 2026
Presenter: Greg Endicott
Program Description:
Artificial intelligence (AI) is rapidly transforming business valuation practice, not by replacing valuation professionals, but by fundamentally altering how valuation analyses are performed, reviewed, and defended. This course examines how AI tools are currently being applied within valuation engagements, how this will evolve in the future, and how NACVA professionals can ensure they are ready for the most transformative technology the profession has ever seen.
Takeaways
After completing this course, attendees will be able to understand how AI materially changes the economics, expectations, and execution of valuation services. They will be equipped to make informed strategic decisions about where and how AI should be incorporated into valuation practices while preserving professional judgment, independence, and defensibility. Attendees will also be able to position themselves and their firms for long term relevance by redefining the valuator’s role around higher order analysis, oversight, and client communication as AI becomes embedded in the profession.
After completing this course, you will be able to:
- Identify what has materially changed in AI recently (capabilities, accessibility, cost) and why it matters specifically for valuation professionals
- Determine which steps in the end-to-end valuation workflow are best suited for AI augmentation and which should remain human-led
- Select practical AI techniques for common valuation tasks, including data extraction and normalization, research synthesis, draft narrative support, checklisting, and quality assurance review, to improve efficiency and quality
- Identify the key risk categories (confidentiality, bias, hallucinations, IP, audit trail, supervision) and define controls required to use AI responsibly in a valuation practice
- Recognize how AI shifts the valuator’s value-add from manual production toward higher judgment, review, defensibility, and client communication, and which skills become more important
- Determine a near-term adoption plan involving tools, training, governance, and workflow changes to prepare a firm or team for the next 12–24 months of AI-driven change
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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