Upcoming Live Workshops
I created the AI Academy to be YOUR learning center …
Live 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 curiosity anymore - it’s figuring out where AI fits in your BVFLS systems and 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?”
With that in mind, here is a schedule of my upcoming AI Academy programs.
Click on the title of the program that interests you for more details.
[GoTo AI Academy > Recorded Workshops to view/purchase past programs.]
#001 - Jan 22, 2026 - Work smarter in 2026: Streamline your BVFLS workflows with NotebookLM
#002 - Feb 19, 2026 - Excel data entry solved: AI can now extract financial information from your documents
#003 - Mar 26, 2026 - Stop drafting engagement letters: Automate them with AI speed and accuracy
Here are some future workshop ideas I have:
Create Custom GPTs and Projects that function as specialized AI employees
AI tools that can prepare a slide deck from an outline (and replace PowerPoint)
Should you consider using 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 …
