Better Workflows > AI for BV^TM

AI for BV^TM is where BVFLS professionals (like you) come to accelerate their AI learning and results. To get you started, subscribe for your free gift.

The practitioners having the most success with AI are reimagining their workflows in light of AI … and not “bolting it on” to existing (manual) workflows.

And the highest AI ROI comes from a simple workflow:

• Identify one friction point or bottleneck in your practice.

• Look upstream and downstream to determine its impact.

• Decide if it’s worth fixing or if something else needs fixing first.

• Then, fix it (or not).

Curious how to reimagine your workflows?
I’ve got 3 platforms that can help …

1/ AI for BV^TM Newsletter

You want practical ways to use AI in your practice.
But figuring out how or where to start takes time you don’t have.

That’s where I come in.
Think of me as your personal AI researcher. My newsletter filters the noise and delivers the most relevant AI-for-BV developments, with practical ideas and use cases that will improve your workflows.

Why it matters: Every issue should give you at least one idea you can put to work now. And sometimes, that idea might even show up in your bank balance.

Most Recent Newsletters

Choose Your Plan!

2/ AI Academy

AI Academy is a learning center …
Live Zoom workshops AND in-person training events designed to make you more AI “pro-like” so you can focus on being the BVFLS pro that you are.

Because the challenge isn’t AI curiosity anymore ...
It’s knowing where AI fits into your workflows without compromising professional judgment, ethical obligations, or report defensibility.

How AI Academy is different: You’ll see live demos that show you how to do something, rather than text-dense slides that tell you how to do something.

The goal: You leave thinking, “I can do this.”

3/ AI Implementation

Sometimes, waiting for the right newsletter or workshop topic takes time … time you don’t want to wait for.

In that case, the AI Academy comes to you! I offer customized (not cookie-cutter) training and pricing for 1 or 20 – virtual or in-person – tailored to your firm’s specific needs, skills, and goals.

Because there’s a big difference between one employee who uses AI and a team that operates with it.

An employee uses AI occasionally — when they remember to. It helps with a task, then disappears from the workflow.

An AI-enabled team works differently.

Everyone knows where AI fits … because it’s embedded into recurring workflows. Work gets done faster, easier, and often better. And the results are measured, so you know what AI is actually worth to your firm.

Why it matters: The AI-usage gap is widening. Firms that embed AI across roles — not just with a few tech-savvy employees — are building an operating advantage that will be harder to catch and match over time.

Find your solution in two easy steps…