Continuing Professional Education on Business Valuation & Litigation
Wednesday, October 1, 2025, 1:00 – 3:00 PM ET
The Best AI Tools for BVFLS Practitioners Now
Speaker:
Rod Burkert
Webinar Description:
As a BVFLS professional, you seek ways to maintain a competitive edge … and there is a ton of potential to be explored with AI. This session will showcase three BVFLS/AI-ready tools: Google’s NotebookLM and ChatGPT’s Projects and Canvas add-ins. These tools offer low-friction, high-access features that give BVFLS professionals a way to combine document drafting, reasoning, formatting, and revision in one place when speed and flexibility matter. You just need to choose which one will work best for you! If AI for BVFLS is on your mind and you’re looking to move past the hype and integrate AI into your workflows, this session is the one you’ll want to attend.
Learning Objectives:
Participants will:
- Review the capabilities of NotebookLM, Projects, and Canvas
- Observe live demos to see how these AI tools can be used for BVFLS tasks
Handouts:
- VPS Webinar slides
- Following the webinar, attendees will have access to a video recording of the program
About the Presenter:
Rod BurkertA
In one way, shape, or form Rod has been performing business valuations since the late 1980s. In July 2000, Rod started Burkert Valuation Advisors in Philadelphia where he ran a “traditional” valuation practice … specializing in tax purpose valuations for manufacturers and distributors.
From March 2010 to March 2022 (12 years!), Rod traveled full-time in an RV throughout the US and Canada with his wife and dogs. When he saw the possibilities of a location-independent practice, he began coaching to help others transform their BVFLS firms.
Rod has since settled in Bisbee, AZ and focuses solely on practice management coaching. And when the first “real” AI model rolled out in late 2022, he saw the potential that AI could have for the BVFLS profession. That began a journey of self-learning and experimentation, culminating in Rod’s launching his AI for BV newsletter and AI implementation services. His mission: Turn the practice you have into the practice you want … with an assist from AI.
Continuing Professional Education on Business Valuation & Litigation
Jim Hitchner’s Valuation Products and Services (VPS) provides tools to assist practitioners in business valuation, litigation services, and forensics and fraud.
Valuation Products and Service, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. Some online programs sponsored by VPS are administered by the Virginia Society of CPAs. For more information regarding CPE, refund, complaint, program cancellation or other policies of the Virginia Society of CPAs, visit vscpa.com/CPEPolicies or call (800) 733-8272.