An immersive 2-day bootcamp designed to transform how you work. Master AI-driven workflows, automation, and advanced analytics to deliver faster, smarter results.
Start Your JourneyIn-Person in Salt Lake City - February 19-20, 2026 • Limited Seats
This bootcamp bridges high-level understanding with hands-on application. Learn techniques you can implement immediately across every engagement.
AI-driven report review, trial prep, financial model automation, and modern practice management—all designed for valuation and forensic professionals.
Work faster, think deeper, and deliver stronger results. Gain the tools to operate with a level of efficiency that wasn't possible before.
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.
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
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
Understand the foundational concepts of AI chatbots and how they apply to valuation and forensic workflows. Learn the core architecture and capabilities.
Master advanced techniques for getting the most out of AI assistants. Learn how to structure queries, manage context, and optimize responses.
Develop expert-level prompting skills to generate high-quality outputs consistently. Learn frameworks that work across all AI platforms.
Learn how to customize AI tools for your specific practice needs, including fine-tuning responses and building specialized workflows.
Master proven frameworks for complex tasks: report generation, data analysis, trial preparation, and client deliverables.
This boot camp is designed for experts and consultants who want to elevate their technical capabilities and modernize their workflows. It is ideal for practitioners who are ready to integrate AI, automation, and advanced analytics into their daily practice to work smarter, faster, and with greater impact.
This is an intermediate level course requiring:
Basic understanding of AI concepts and how to write prompts, along with prior use of any LLM platform at least once (ChatGPT/Copilot/Gemini).
It will be beneficial if you have reviewed NACVA's AI Advisory Brief (view here), including issues of confidentiality, data-handling, and professional ethics considerations, and have an understanding of what can and cannot be uploaded into AI systems.