This is the 2nd of a two-episode interview with Rod Burkert who is a valuation practice coach and advisor. If you have not listened to Part 1 – consider listening now . Rod views AI as a tool, and like how professionals learned to use Excel and Word, he encourages a mindset shift to familiarize oneself with AI and its potential applications in business valuation.
- How to prompt so AI understands where you are coming from and gives you better results
- Consumers' expectations for professionals to incorporate AI into their practices and use AI to save time and money
- AI-related tools to help your staff up the learning curve.
- Practical examples of how to use AI to assist with marketing and industry knowledge
Guest: Rod Burkert, CPA/ABV, Burkert Valuation Advisors
Host: Josh Shilts, CPA/ABV/CFF/CGMA, Shilts CPA
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RESOURCES FOR FURTHER EXPLORATION
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Rod's prompt - mentioned in the episode (scroll to the bottom of the show notes)
Oct. 28-30 in Dallas, The 2024 AICPA-CIMA Forensic and Valuation Services Conference To register click here Attend in person or virtually
AICPA Valuation Services home page
FVS Section members have access to exclusive content and 16 credits of complimentary CPE If you’re not a member, consider joining this active community of your FVS peers. Visit us online,
LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:
Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic
Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic
Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic
This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed
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