AI for Valuation and Forensics: A NACVA Primer

Co-Sponsored by the National Association of Certified Valuators and Analysts®  (NACVA®)

	Program Description		Take Away
	How You Will Benefit		Schedule

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.
 

How You Will Benefit
After completing this course, attendees 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.
• Describe the different formats and resources NACVA will utilize to deliver AI education, including articles, webinars, and data sources.
• Explain how NACVA's AI resources will help attendees integrate AI tools into various aspects of their practice.
• Discuss the potential benefits of utilizing AI for tasks such as building custom valuation assistants, supporting trial and mediation, enhancing compliance, and improving productivity with Microsoft 365.
• Outline the topics that will be covered in future in-depth webinars and educational materials provided by NACVA.
• Anticipate how NACVA's AI initiative will support attendees in staying current with technological advancements in their field.
• Express increased awareness of and motivation to engage with NACVA's AI-focused educational offerings.

Take Away
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.

Delivery Method Group Internet-Based Program Level Overview Advanced Preparation None Prerequisites This overview program may be appropriate for professionals at all organizational levels   Information Technology 1 Total CPE Hours   1

For NASBA sponsorship information, including refund, complaint, and/or program cancelation policies, click here.