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| Applied Automation: Tools That Change How Experts Work (2244Q) |
Course CPE: 2 hours
Fields of Study: Computer Software and Applications–1 hr; Personal Development–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: 26AI0923AAT
Shipping Weight: 0lbs. 0oz. |
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$147.00 |
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Recording Date: September 23, 2026
Presenter: Nick Mears and Nainesh Shah
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.
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 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.
After completing this course, you will be able to:
- Identify opportunities to automate repetitive valuation and forensic workflows using purpose-built tools and templates
- Select automation tools to integrate model outputs into reporting inputs and streamline valuation processes
- 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
- Determine how automation can accelerate access to information and processes, enabling practitioners to move from question to execution in seconds
- Select integrated automation workflows to streamline the movement of analytical outputs into professional deliverables, improving efficiency and report reliability
- Determine how automated data-integration techniques can connect financial and economic data to support analysis, visualization, and professional judgment
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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