AI in Valuation: Streamlining Workflows With Agent-Based Data Extraction and Review
BVR’s AI Webinar Series
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Summary
This webinar will demonstrate how artificial intelligence (AI) transforms the business valuation process by automating time-consuming manual tasks, such as document extraction, data analysis, and report generation. We will explore how AI can streamline workflows, from extracting data from financial statements and tax returns to performing key valuation analyses and generating reports.
Participants will discover how AI can streamline their valuation processes, enhancing accuracy and efficiency by minimizing manual effort and reducing time spent on repetitive tasks, allowing them to focus on more strategic activities.
Program Agenda
- Introduction to AI in valuation;
- Automating data extraction;
- AI-driven data analysis;
- Automating report generation; and
- Future of AI in valuation.
Learning Objectives
- Participants will learn how AI can automate data extraction from financial documents, reducing manual effort and improving efficiency in the valuation process;
- Participants will be able to describe how AI enhances data analysis by automating calculations and decision-making within valuation workflows;
- Participants will gain insights into using AI to generate valuation reports, streamlining the reporting process and improving accuracy; and
- Participants will understand the future potential of AI in business valuation, including key tools and strategies for staying competitive in a rapidly evolving field.
Multi-User CPE Policy
Admission to this program includes one CPE certificate for one individual.
Any additional listeners requesting CPE must be registered prior to the event, log in on their own connection, and pay a processing fee assessed at the completion of the online CPE survey for this course.
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CPE Information
- Prerequisites: Knowledge of Business Valuation
- Program Level: Advanced
- Preparation Required: None
- Delivery Method: Group Internet-Based
- Recommended CPE: 1.0 Credit Hours (Accounting – Technical)
Business Valuation Resources 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 submitted to the National
Registry of CPE Sponsors through its website: www.nasbaregistry.org.
NASBA Sponsor
Every webinar includes periodic online polling questions to assess continuous participation. Attendees must respond to all polling
questions during the webinar to be awarded NASBA-qualified CPE. Attendees that respond to all polling questions and complete a survey
will be verified and emailed a CPE certificate within 5-7 business days.
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