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1.What is your top outcome for learning AI in your practice/firm? What is the big picture you’re aiming for?

Transform how my practice works with AI.

Upskill my team so they can use AI more effectively.

Streamline my workflows to save time/increase throughput.

2.Which AI topics or skills do you need to focus on right now? (Select all that apply)

Prompt engineering & model mastery

Workflow automation & integration

Data analytics

Team AI training programs

Not sure yet

3.What is holding you back from using AI more? (Select all that apply)

My firm limits its usage

Accuracy/reliability of available tools

Client data privacy/confidentiality/security

Not sure where to even start

Need more training to use it better

I’m already using AI regularly

4.If you joined an AI for BVFLS community, what would you find most valuable? (Select all that apply)

Networking with peers

Weekly prompts, tips, challenges

Monthly virtual meet-ups or Q&A sessions

Resources like templates and tools

Trainings from practitioners using AI

5.How do you think AI will impact your work in the next 3-5 years?

It will be a useful tool (like Excel) but won’t have much more effect

It will significantly change how I do my work

I am concerned it may replace BVFLS professionals

I am not sure

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

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