The AI Boot Camp: Where Experts Go to Upgrade Their Skills

Co-Sponsored by the National Association of Certified Valuators and Analysts®  (NACVA®)

	Program Description		Foundational Prerequisites
	How You Will Benefit		Schedule
	Course Prerequisites		Pricing

Program Description
This boot camp is an immersive, practice-driven experience designed for experts who want to stay ahead of the curve. This boot camp bridges high-level understanding with hands-on application, giving attendees the skills to work faster, think deeper, and deliver strong results faster across every engagement.

The curriculum spans a wide range of high-impact topics: AI-driven report review, trial and mediation preparation, financial model automation, modern practice management techniques, and much more. Each segment blends expert instruction with real-world demonstrations, giving attendees a clear understanding of not only what AI can do, but how to apply it directly to ongoing engagements.

By the end of the experience, attendees won’t just understand AI, they will know how to leverage it to produce better work, deliver greater value to clients, and operate with a level of speed and precision that was not possible before. This boot camp provides the tools, templates, and confidence professionals need to modernize their workflows and achieve mastery in an AI-driven world.

"I appreciated the theme of "teach us to fish" approach to the program. The hands-on portion of the program was powerful to me. I also really appreciate the work put into and volume of course material. I will be able to use that content as reference material as I ramp up my planned intensive effort to incorporate what I learned in my own and my company's processes. Thank very you much!"

How You Will Benefit
After completing this course, attendees will be able to:

• Apply AI-based insights to strengthen practice management, scalability, and client development
• Integrate AI capabilities within Microsoft 365 and Excel to accelerate data analysis, automate formula creation, and streamline reporting
• Apply prompt engineering techniques to generate higher-quality outputs from AI systems across professional tasks
• Evaluate and implement AI solutions that strengthen compliance, improve report review processes, and reduce human error
• Describe how to leverage AI to support trial preparation, mediation strategy, expert report comparison, and cross-examination planning
• Utilize AI-driven tools to automate repetitive workflows, integrate data efficiently, and enhance financial modeling accuracy
• Recognize ethical considerations, limitations, and best practices for the responsible use of AI in expert engagements
• Identify foundational AI concepts and apply them to valuation, forensic analysis, and litigation support

Take Aways
Attendees will gain a toolkit of prompts, templates, and practical techniques for generating high-quality content with greater speed and accuracy. Attendees will walk away with a clear, actionable understanding of how to embed AI responsibly and effectively into their daily professional workflows.

Who Should Attend
This boot camp is intended for valuation and forensic professionals, consultants, and subject-matter experts who want to improve efficiency using AI, automation, and advanced analytics. It is appropriate for practitioners who: perform valuation, forensic, or analytical work regularly; want to modernize their workflow using AI tools; are interested in improving speed, accuracy, and productivity in professional engagements.

Presenters
Nick Mears, Nainesh Shah, Colin Brown

"Nick and Nainesh are excellent instructors. I appreciated the detail teaching of how they have incorporated AI into their valuation work. Not only did they talk about how AI is embedded in what they do but showed us actual examples and gave a road map on how we could start incorporating AI tools ourselves is powerful. "
"Colin's cutting-edge knowledge is very impressive. It was incredibly interesting to me hear about the latest launched AI tools that could be relevant to our industry. Having a person with deep technical knowledge was an excellent addition and fit to the program."

Foundational Prerequisites

This is an intermediate-level course. Attendees should have:

• A solid understanding of valuation and forensic fundamentals, including: accounting, finance, report writing, and analytical workflows
• Working proficiency with Excel, Word, Adobe, and general computer operations
• Familiarity with AI concepts and basic prompt writing
• Experience using at least one paid AI platform a few times previously

It is recommended that participants review NACVA’s AI Advisory Brief before attending, including guidance on:

• Confidentiality
• Data handling
• Professional ethics
• Appropriate use of AI systems

Link: https://www.nacva.com/files/NACVA_AI_Advisory_Brief_2024.pdf

Mandatory Requirements Before the Course

This boot camp includes hands-on exercises. To participate effectively, the following requirements must be completed before the course begins. Attendees must:

• Review the system setup instructions provided before the course
• Complete the instructional video and readiness checklist provided three weeks prior to the course (deadline: Thursday before course week)
• Attend a short readiness webinar on the Friday prior to the course week to confirm system setup and ask questions
• Have a Microsoft 365 Copilot Organizational license installed and fully updated

AI Platform Requirement

Attendees must have access to the following:

• Mandatory: Microsoft Copilot (paid subscription)
• Optional: ChatGPT or Gemini (paid versions recommended)

Technology Requirements

Attendees must bring:

• A laptop capable of running Microsoft 365 and browser-based AI tools
• The latest version of Microsoft 365 installed and updated
• An updated browser (Chrome, Edge, or equivalent)

Additional requirements:

• The device must connect to Wi-Fi without corporate restrictions
• If using a company laptop with security limitations, a personal laptop is recommended
• Confirm login access for:

• Microsoft account (for Copilot)
• ChatGPT (optional)
• Gemini/Google account (optional)

Optional Materials to Bring

Attendees may bring the following for exercises:

• A redacted valuation report or forensic report
• An Excel model that can be used to test automation

These materials are optional but helpful for practical application during the course.

Important Note

This boot camp moves quickly and assumes all technology is properly configured before the session begins. Class time cannot be used to troubleshoot:

• Software installation issues
• Subscription problems
• Version conflicts
• Corporate IT restrictions

Proper preparation ensures a productive learning experience for all attendees. For virtual sessions, participants will be asked to keep their cameras on to support interaction and engagement.

Delivery Method In-Person Course: Group Live Virtual Course: Group-Internet Based Program Level Intermediate Advanced Preparation None Prerequisites Previous training or research on subject matter being taught. Such persons are often at a mid-level within the organization, with operational and/or supervisory responsibilities.    Behavioral Ethics 1   Business Law 3   Business Management & Organization 1   Communications and Marketing 3   Computer Software & Applications 5   Information Technology 3 Total CPE Hours   16

For NASBA sponsorship information, including refund, complaint, and/or program cancelation policies, click here.