In-Person Workshops

My in-person training events are designed to make you more AI “pro-like” so you can focus on being the BV pro that you are.

Because the challenge isn’t curiosity anymore – it’s figuring out where AI fits in your BVFLS processes while being transparent, auditable, and aligned with standards.

In other words, the question isn’t, “Should I use AI?”
It’s, “Where does AI make sense in my practice, and how do I implement it responsibly?”

So, let’s kick things off with a change in attitude.
And move from AI-curious to AI-capable.
Because “maybe next month” is here!

Thanks for being here—let’s make work effortless, together.

On Wednesday, September 30, the day preceding the NACVA Conference in Salt Lake City, I’m doing my first in-person training event. It’s designed to make you more AI “pro-like” so you can be an even better BV pro.

Details:
The Hyatt Regency (same as the NACVA conference)
830am to 430pm
How to use AI in each aspect of a BVFLS engagement

From the marketing you undertake to create awareness of who you are … to the selling you do to convert interested prospects into paying clients … to delivering your reports to those clients—AI can assist with most of these activities. 

In this workshop, we'll explore where AI can help and how to use it … with an emphasis on the valuation analysis and report writing. 

Got an AI for BV use case that you’ve been struggling with? Bring it up in the course of the day, and we'll solve it in real time!

So, come into town a day early to get the hands-on training you know I deliver. Attendance will be limited to 20 people to ensure a personalized experience.

Paid newsletter subscribers get first dibs on seats!

More to come, but for now, this is your ‘heads up’.