Tuesday, February 25, 2025, 1:00 – 3:00 PM EST
Harnessing AI to Transform Your BVFLS Practice
Speaker: Rod Burkert
Webinar Description:
As a BVFLS professional, you seek ways to maintain a competitive edge … and AI is the next frontier to exploit. Because whether you’re on the AI sidelines or already a seasoned user, there is a ton of potential to be explored. This session will showcase real-world examples to demonstrate how you can harness AI to better market, sell, and deliver your services. 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 one you’ll want to attend.
Learning Objectives:
Participants will discuss practice management issues and solutions as they relate to these AI matters:
- Understanding what is driving AI adoption
- Overcoming objections to AI use in BVFLS work
- Comparing pros and cons of alternative AI platforms
- Crafting effective AI prompts for practical BVFLS use cases
- Navigating AI usage disclosure requirements by the VPOs
- Identifying best resources to increase AI-use proficiency
Handouts:
- VPS Webinar PowerPoint slides
- Following the webinar, attendees will have access to a video recording of the program
About the Presenter:
Rod Burkert
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 for 10 years.
From March 2010 to March 2022, 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 started rbCOACHING 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 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 launch of his AI for BVTM newsletter in January 2025. His mission: Turn the practice you have into the practice you want … with an assist from AI.
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.