In-Person Workshops
Build An AI-Enabled BVFLS practice:
A hands-on workshop that integrates AI into your everyday workflows
Wednesday, September 30 ... Hyatt Regency, Salt Lake City
When was the last time you left an in-person workshop feeling like something really shifted for you? With something (anything!) that truly made a difference in your practice?
Has THAT ever happened?
Think about how your BVFLS firm runs today. You know what needs to be done. But what can you do differently – more efficiently and effectively – by collaborating with AI?
This might sound ambitious, but I’m convinced that with AI your firm can:
Materially decrease data subscription expenses.
Save hours every week by automating repetitive tasks.
Substantially increase output without hiring more people.
Find new opportunities to generate more revenue in your engagements.
And if I demonstrated how to do X ... and you repeated X with your data … and you left with the complete playbook, would THAT be enough of a shift for you?!
Because THAT is exactly what this workshop will showcase:
Five sessions structured around “learn, then do” ... meaning I teach you AI-assisted tasks and then you recreate them on your computer with your files so you can take everything home with you … all set up.
Plus one session devoted to helping you solve an AI for BV use case that you’ve been wondering about or struggling with.
The challenge isn’t curiosity anymore – it’s figuring out where AI fits in your processes while being transparent, auditable, and aligned with professional 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?”
September 30, 2026
Agenda
8:00 to 8:20
Registration
8:20 to 10:00
Custom instructions and digital assistants
10:00 to 10:20
Catered break
10:20 to 12:00
Extracting financial information from client documents
and
Performing company/industry research
12:00 to 1:00
Lunch on your own
1:00 to 2:40
Drafting and reviewing reports
and
Deposition/trial preparation and AI detection software
2:40 to 3:00
Catered break
3:00 to 4:40
Solving the AI for BV use cases you’re struggling with
Sessions At A Glance
01 Custom instructions and digital assistants
You hear you could/should be using custom instructions in tandem with AI digital assistants for your high-value tasks. This session will give you the steps, prompts, and specific examples of Projects and Skills you can put to work immediately in your practice/firm. (100 minutes)
02 Extracting financial information from client documents
The Holy Grail is the accurate and reliable extraction of financial information from client documents, e.g., tax returns, financial, bank, and credit card statements, and accounting program reports. This session will demonstrate the best AI tools for the task. (50 minutes)
03 Performing company/industry research
We perform research to gather, analyze, and present information about market trends, specific competitors, and other factors related to industry structure and conditions. AI can help with all of it and at less cost than the subscriptions you are paying for now. (50 minutes)
04 Drafting and reviewing reports
BVFLSers are not the best writers. But there are AI prompts that can assist with proofreading and suggesting descriptive alternatives. Then, you’ll test a prompt that conducts a structured quality control review of a finalized report and its schedules to check for narrative consistency, numerical accuracy, and produces a comprehensive summary identifying issues and potential rebuttal points. (50 minutes)
05 Deposition/trial preparation and AI detection software
This session will demonstrate the most underutilized AI for BV tool that can efficiently and effectively prepare you for a deposition or trial ... then show you to survive and counterattack the inevitable accusation that your report was written by AI. (50 minutes)
06 Solving the AI for BV use cases you’re struggling with
We’ll start with the topics/questions that are submitted in advance. You may want to redact client information as your use case could be illustrated on the big screen. Every system has one slowest step (a bottleneck). Here is a chance to solve one of yours. (100 minutes)
Each session blends Rod’s expert instruction with real-world demonstrations and your data, giving you a clear understanding of not only what AI can do, but how to apply it directly to your future engagements.
When & Where:
⏰ 800am to 440pm
🗓️ Wednesday, September 30
🏨 The Hyatt Regency, Brighton Room (same hotel as the NACVA conference)
🎓 8 CPE credits – Computer Software and Applications
Come for the AI session ... stay for the NACVA conference!
Attendance will be limited to 20 participants. Because when instruction is practical and personalized, the 'aha!' moments are frequent and the results are immediate.
So, if you’re ready to move your firm from experimenting with AI to implementing it strategically, join me!
Program Level:
Intermediate.
Advanced Preparation & Prerequisites:
IMPORTANT! To get the most out of each session, bring a BVFLS project file you recently completed: engagement letter, information request, meeting notes, financial statements, operating documents, and a final report. Basically, everything you used to complete the work. The project file does not need to be redacted as it will be for your use only.
For the last session, submit your topic/question to [email protected] by Tuesday, September 15.
Last, you must have:
Access to a paid ChatGPT and/or Claude plan
Access to a free Perplexity and NotebookLM plan
Familiarity with AI concepts and basic prompt writing
A laptop that connects to hotel wi-fi without restrictions
A laptop with the latest version of Microsoft 365 installed
All hardware and software must be properly configured. Class time cannot be used to troubleshoot individual computer setups or software subscriptions.
Pricing & Guarantee:
$645 early bird/paid NL subscribers (promo code: earlybird)
$845 after August 15
If you attend and don’t save at least 3 hours in the following 30 days using the learnings from the workshop, email Rod for a refund.
CONTACT ROD BURKERT at [email protected] or 215-360-6100 for registration assistance or workshop questions.
