BV554 Harnessing AI to Transform Your BVFLS Practice

Webinar Description

As a BVFLS professional, staying ahead of the curve is key—and AI represents the next major opportunity. Whether you’re just starting to explore its potential or already leveraging it in your work, there’s still plenty to uncover. This session will highlight real-world examples showing how AI can enhance the way you market, sell, and deliver your services. If you’re ready to move beyond the buzz and start integrating AI meaningfully into your workflows, this is a session you won’t want to miss.

Learning Outcomes

Upon webinar completion, the participant will be able to:

• Understand what is driving AI adoption; 
• Overcome objections to AI use in BVFLS work; 
• Compare and choose alternative AI platforms; 
• Demonstrate practical BVFLS use cases for AI intervention; 
• Navigate AI usage disclosure requirements by the VPOs;  
• Identify best resources to increase AI-use proficiency; 
• How to get started with AI in your practice/firm; and 
• Understanding AI for BVFLS valuation and pricing challenges.

Course Audience

BVFLS professionals who want practical use cases of AI in their firms

Instructor Information

Rod Burkert | Burkert Valuation Advisors, LLC

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.

Continuing Education

Review of this session recording will award 2.4 CE hour(s).

CPE credit is not awarded for this pre-recorded offering.