Your AI Valuation Assistant: How to Build It

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

	Program Description		Take Away
	How You Will Benefit		Schedule

Program Description
This course provides a comprehensive guide for valuation and financial forensic professionals looking to harness the power of custom-built AI assistants. In an era where information access and efficient analysis are paramount, learn how to leverage the advanced custom AI features of platforms like ChatGPT and Gemini to create your own AI assistant. This assistant will be specifically trained to provide tailored guidance on complex business valuation methodologies and intricate financial forensic topics.
 
We will delve into the practical steps involved in building such an AI, focusing on how to define its knowledge base, refine its responses for clarity and professionalism, and ensure the traceability of its insights. The course will explore the functionalities offered by ChatGPT, including the potential of "agents" for more autonomous task execution, and the custom capabilities within Google's Gemini. Furthermore, we will discuss strategies for curating relevant data sources and integrating them effectively into your AI assistant's learning process. Beyond ChatGPT and Gemini, the presentation will also list and briefly describe other potential AI resources and platforms that could be adapted for similar custom AI development in the valuation and forensic accounting domains. This course assumes a foundational understanding of business valuation principles and financial forensics but requires no prior experience in AI development or programming.
 

How You Will Benefit
After completing this course, attendees will be able to:

• Describe the key functionalities and benefits of custom AI assistants in business valuation and financial forensics
• Identify and compare the custom AI features offered by ChatGPT and Gemini for professional applications
• Explain the concept of "agents" within the ChatGPT ecosystem and their potential use in valuation tasks
• Determine the steps involved in building a custom AI assistant, including defining the knowledge domain and training data
• Select techniques for ensuring the clarity, professionalism, and traceability of the AI assistant's responses
• Recognize other potential AI resources and platforms suitable for developing custom valuation and forensic guidance tools
• Evaluate the ethical considerations and limitations of using AI in professional advisory roles

Take Away
Attendees will gain practical knowledge and a strategic framework for building their own AI valuation assistant. This will empower them to access customized guidance on demand, streamline their research processes, and enhance the efficiency of their analysis in business valuation and financial forensic engagements. By understanding how to leverage platforms like ChatGPT and Gemini, participants will be able to create a powerful tool that delivers clear, professional, and traceable answers tailored to their specific needs and the complexities of their work.

Who Should Attend
This course is ideal for business valuation analysts, Business Valuation professionals, financial analysts, forensic accountants, fraud examiners, and M&A advisors seeking to leverage artificial intelligence to enhance their practice. It is suitable for professionals of all experience levels who are interested in exploring innovative tools to improve efficiency and access tailored expertise in their field.

Presenter
Nainesh Shah, Nick Mears

Delivery Method Group Internet-Based Program Level Basic Advanced Preparation None Prerequisites Previous training or experience with the fundamentals of accounting, finance, economics, and business writing. These individuals are often at the staff or entry level in organizations, although such programs may also benefit a seasoned professional with limited exposure to the area.   Computer Software and Applications 1   Personal Development 1 Total CPE Hours   2

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