AI Is Here, Where Are You?

8:00am-8:50am PST / 11:00am-11:50am EST

Speaker: Greg Endicott

CPE Credits: 1.0

The train known as artificial intelligence has left the station and is progressing at breakneck speed. What does this mean for business valuation practitioners? How can you engage with this technology to ensure you aren’t left behind? Join us for this critically important virtual conference and obtain the tools and understanding needed to harness the most impactful development since the internet.

Presentation and Reading Materials

Enhancing Business Valuation With AI

9:00am-9:50am PST / 12:00pm-12:50pm EST

Speaker: Scott DeMarco

CPE Credits: 1.0

This presentation is designed to deepen business appraisers’ understanding of large language models (LLMs) and their use in business valuation. It will begin with a detailed explanation of LLM technology, focusing on what these models can and cannot do. This knowledge is important for appraisers to incorporate AI into their work effectively.

Additionally, the session will include practical examples to show how LLMs can be applied to analyzing legal texts and doing valuation calculations. Overall, AI has the potential to improve business evaluations and save time in certain situations

Presentation and Reading Materials

Using the Income Approach to Value Companies That Use AI

10:00am-10:50am PST / 1:00pm-1:50pm EST

Speaker: Jim Alerding

CPE Credits: 1.0

If you are a BV professional, it is imperative that you are knowledgeable as to what is going on in AI and how you should deal with it when valuing a company that relies on AI. This presentation is intended to help the BV professional along that path.

Presentation and Reading Materials

Creating Profit From AI: Podcasts, Prompts, and Products

11:00am-12:40pm PST / 2:00pm-3:40pm EST

Speaker: Melissa Gragg

CPE Credits: 2.0

An empowering session tailored for rainmakers, small business owners, and solo entrepreneurs eager to conquer marketing, content creation, and administrative tasks. In this session, you'll discover how to leverage artificial intelligence to create economies of scale, allowing you to amplify your brand's reach and efficiency. Learn practical strategies to integrate AI tools effectively, reducing reliance on costly agencies and streamlining your operations. This dynamic session will provide you with insights into utilizing AI for generating engaging content and innovative products, ultimately enhancing your market presence and profitability.

Presentation and Reading Materials

Panel Discussion and Q&A

12:50pm-1:30pm PST / 3:50pm-4:30pm EST

Speakers: Greg Endicott, Scott DeMarco, Jim Alerding, Melissa Gragg

Presentation and Reading Materials