Complimentary for Members

April 24, 2025


Live Webcast


NYSED 1

Valuation Software Overview Tech Session Webinar

April 24, 2025
Live Webcast
NYSED 1
  • View Bio

    Instructor

    Dave
    Miles

    View Bio

Learning Objectives

  • Identify key processes within CPA practices that are ideal candidates for automation while understanding which tasks should remain manual.
  • Examine real-life automation case studies to assess time savings, error reduction, and operational improvements.
  • Evaluate how valuation software and AI technologies like ValuSource enhance accuracy, streamline workflows, and support the evolving landscape of business valuation.

Major Topics

  • Identifying Processes to Automate: Where to start and what NOT to automate
  • Real-Life Case Studies: See how automation has saved CPAs time and reduced errors
  • Valuation Software in Action: How leading CPAs use ValuSource tools for seamless integration
  • The Role of AI in Business Valuation: Emerging trends and what’s next

CPE Credits Available

NYSED 1
1
Advisory Services (NYSED) - NYSED

Things to Know About This Course

Course Level

  • Intermediate

Professional Area of Focus

  • Advisory Services (NYSED)

Prerequisites

None

Advanced Preparation

None

Intended Audience

Practitioners who use valuation software or want to learn about valuation tools

Provider

Foundation for Accounting Education

This event has ended.