
BV554 Harnessing AI to Transform Your BVFLS Practice
Includes a Live Web Event on 08/28/2025 at 1:00 PM (EDT)
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You must log in to register
- Non-Member - $299
- Member - $199
Class Date/Time
Thursday, August 28, 2025
1:00pm-3:00pm Eastern Standard Time
Registration Includes
- Access to virtual webinar via zoom will be accessible via education dashboard (login required)
- Electronic webinar handout(s)*
*Any webinar handouts will be made available to registrants the morning of the live event and made accessible via your education dashboard (login required). Once handouts have been posted for download, the class is no longer refundable.
Continuing Education (CE) Credit
This webinar will award 2.4 CE/CPE hour(s) for the live event.
If you are a designated member of ASA, CE credit will automatically be entered into your record after you participate in the live webinar and complete any required post-webinar components within the Course Wrap-up section.
NASBA and Continuing Professional Education (CPE) Credit

Policies: ASA's Refund and Cancellation Policy and ASA's Complaint Resolution Policy. ASA 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 the 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.learningmarket.org
CPE Credit: Up to (2.4) CPE credits
Program Level: Intermediate
NASBA Knowledge Type: Specialized Knowledge
Delivery Method: Group Internet Based
Prerequisites: None
Advanced Preparation: None
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.
Instructional Methods
Methods include lecture, visual PPT presentation and polling questions.
Course Audience
BVFLS professionals who want practical use cases of AI in their firms
Learning Level
Intermediate
Upon completion of this course, students 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.
eMaterials
All course materials included with you registration are PDF Download Only items made available to students prior to the start of the class and are not for resale or distribution. All downloadable materials are accessible via your education dashboard (login required). Once eMaterials have been posted for download, the class is no longer refundable.
Accessing eMaterials
eMaterials are provided electronically in PDF format and posted to the class the morning of the live event and listed within the education dashboard for all registrants to securely access prior to the start of the webinar. When opting to print downloadable materials, it is recommended that settings be adjusted to print in black and white (or grayscale) and consider printing double-sided on recycled paper.
Certificate of Completion
A certificate of completion will be available to view and/or download immediately via your education dashboard once all required components are completed.

Rod Burkert
President
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.
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