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In-Person Workshops

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’.

Turn the practice you have into the practice you want ... with an assist from AI.

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