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Upcoming (Live) Workshops

I created the AI Academy to be YOUR 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 BV pro that you are.

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

The primary feature of my workshops is live demos that show you how to do it, rather than text-dense slides that tell you how to do it.
And that’s because I want you to leave each workshop feeling “I can do this.”


Go to AI Academy > Recorded Workshops to view/purchase past programs.

May 21, 2026 @ 12pm ET via Zoom

Set up a local AI solution for your firm:
What you need to know (from someone who's done it)

Register

June 18, 2026 @ 1pm ET via Zoom

AI-powered alternatives to PowerPoint: Create better presentations faster

Register

September 30, 2026 @ 8:30am MT in Salt Lake City, UT

How to use AI in each aspect of a BVFLS engagement

Here are some future workshop ideas I have:

  • Use AI to proof a spreadsheet and look for errors in calculations or logic

  • Let AI choose the best chart/graph for a specific data set

  • BVFLS uses cases for an AI browser like Atlas (OpenAI) or Comet (Perplexity)

Let me know if you have an idea for a live program that you would like me to present.

My idea for a live program is …
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Your session was AWESOME, Rod! Thank you so much for sharing your knowledge and expertise on Al. I'd been dabbling and found it to be so helpful.

Michelle Gallagher, CPA/ABV/CFF

Michelle Gallagher, CPA/ABV/CFF

Adamy Valuation & Gallagher Valuation & Forensics, PLC

Your presentation on Al was spot on and well received by everyone in the room. I will be back at you for a newsletter subscription as well as a possible consult. What you are doing to help us understand and embrace the power of Al is critical.

Ron Seigneur, CPA/ABV/ASA/CVA

Ron Seigneur, CPA/ABV/ASA/CVA

Founding Partner at Seigneur Gustafson LLP CPAs and Advisors

I have seen several of your presentations. Its great having people like you in our community, especially for newbies like me! Making a lot of inroads on marketing myself this year and your materials have certainly been valuable in that effort.

Zachary Gilbert

Zachary Gilbert

Valuation Analyst at Royer Advisors & Accountants

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

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