Recorded Workshops

AI-powered alternatives to PowerPoint: Create better BVFLS presentations faster

$79.00 $119.00

**Recording link with passcode and all supporting course materials will be sent in a separate email upon purchase** AI-powered presentation tools can now turn ideas, articles, reports, or webinar topics into polished slide decks in minutes. In this workshop, BVFLS practitioners will explore leading AI presentation platforms—including PowerPoint-integrated and standalone tools—to create, enhance, and repurpose presentations faster. Learn how to reduce slide-design busywork so you can focus on delivering insights that strengthen client and referral-source relationships.

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

$79.00 $119.00

**Recording link with passcode and all supporting course materials will be sent in a separate email upon purchase** Running AI locally sounds appealing: no subscriptions, no cloud exposure, and greater control over client data. But local AI comes with tradeoffs in hardware costs, setup complexity, maintenance, and model performance. Join Rod Burkert and Michael Blake as they compare local and cloud-based AI, explore privacy, cost, and performance considerations, and present an 8-point framework to help your firm determine whether a local, cloud, or hybrid approach is the right fit.

Create AI digital assistants that perform high-value BVFLS tasks

$79.00 $119.00

What would it mean if you could use AI to assist with your firm’s high-value BVFLS tasks? Things like marketing your firm, selling your services, and delivering your reports. You hear you could/should be using AI digital assistants for your high-value tasks. But no one is showing you—exactly—how. This workshop will fix that by giving you the steps, prompts, and specific examples of Chat Projects, GPTs, and Skills you can put to work immediately in your practice/firm. The focus will be on creating more efficient and effective workflows that save time ... without sacrificing any of your professional judgment.

New client onboarding: Automate the process with AI-assisted speed and accuracy

$79.00 $119.00

Congratulations—your prospect just became a paying client. Now what? For many BVFLS practitioners, onboarding still means juggling emails, documents, manual invoices, and check deposits—time-consuming tasks that add friction and slow cash flow. In this 75-minute workshop, you’ll learn how to transform your engagement letter into the operational backbone of every client project. Using practical, AI-assisted automation tools (not “pure AI”), you’ll see how to streamline onboarding with online proposals, flexible agreements, automated invoicing, and payment reminders—all connected to your accounting system. The result? Faster onboarding, a smoother client experience, and more time for high-value work. And if your firm also offers accounting or tax services, the benefits multiply—more engagements, zero added admin.

Excel data entry solved: AI can now extract financial information from your documents

$79.00 $119.00

Tired of manually pulling numbers from tax returns, bank statements, and financial reports? This workshop shows BVFLS practitioners how ChatGPT, Claude, Gemini, and NotebookLM can accurately extract and spread financial data—freeing you from repetitive tasks that drain billable hours. Learn to automate data extraction so you can focus on high-value analysis and professional judgment. Move from AI-curious to AI-capable and transform your workflow profitability

Work smarter in 2026: Streamline your BVFLS workflows with NotebookLM

$79.00 $119.00

Ready to move from AI-curious to AI-capable? This workshop will demonstrate how BVFLS professionals are using NotebookLM—a free, privacy-focused AI tool—to transform scattered qualitative data into polished analysis. You'll get immediately actionable workflows to reduce analysis time and streamline report preparation. If you've been saying "maybe next year" to AI implementation, this session shows you why next year is now.