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Implementing AI in your Valuation Practice
In this episode, host Nene Glenn Gianfala sits down with Greg Endicott, a seasoned valuation professional and technology innovator, to discuss the transformative impact of artificial intelligence on the valuation industry. Greg shares practical insights and a detailed 8-step framework for successfully integrating AI into valuation practices—whether you're part of a large firm or a solo practitioner there are opportunities for efficiency, automation, and market expansion. Key takeaways
- AI Is transforming every aspect of valuation
- Transparency, auditability, and professional standards are critical risks
- A structured, 8-Step framework for successful AI implementation
Guest: Greg Endicott, CPA/ABV. ASA, Managing Director, Strategic Value Group, LLC and Founder and President of ValueVision, Inc. a Microsoft Partner developing an AI-enabled valuation workflow and knowledge management platform. Host: Nene Glenn Gianfala, CPA/ABV, Senior VP and Shareholder, Chaffe & Associates, Inc.
Please share your thoughts about the episode - click here to leave us a review
Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to [email protected]
RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.
JOIN: The FVS Engage365 Member Community to collaborate with fellow AICPA® members, exchange ideas, and shape the future of the profession together.
EARLY CAREER GUIDANCE: Welcome to a career in forensic and valuation services
Guidelines for Responsible Use of Artificial Intelligence (AI) in Forensic and Valuation Services Engagements
Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content
The state of AI and machine learning in financial instrument valuation | FVS webcast archive
The FVS Valuation Podcast archives
- Using AI in Your Valuation Practice – Part 1
- Using AI in Your Valuation Practice – Part 2
- ESOPs: Preserving Culture, Valuation and Empowering Employees
LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:
Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic
Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic
Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic
This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at [email protected]
View all episodes
By AICPA & CIMAIn this episode, host Nene Glenn Gianfala sits down with Greg Endicott, a seasoned valuation professional and technology innovator, to discuss the transformative impact of artificial intelligence on the valuation industry. Greg shares practical insights and a detailed 8-step framework for successfully integrating AI into valuation practices—whether you're part of a large firm or a solo practitioner there are opportunities for efficiency, automation, and market expansion. Key takeaways
- AI Is transforming every aspect of valuation
- Transparency, auditability, and professional standards are critical risks
- A structured, 8-Step framework for successful AI implementation
Guest: Greg Endicott, CPA/ABV. ASA, Managing Director, Strategic Value Group, LLC and Founder and President of ValueVision, Inc. a Microsoft Partner developing an AI-enabled valuation workflow and knowledge management platform. Host: Nene Glenn Gianfala, CPA/ABV, Senior VP and Shareholder, Chaffe & Associates, Inc.
Please share your thoughts about the episode - click here to leave us a review
Want to get involved with future FVS conferences, committees, task forces, or the standing ovation program? Send a message to [email protected]
RESOURCES FOR FURTHER EXPLORATION If you're using a podcast app that does not hyperlink to the resources, please visit our podcast platform to access the show notes with direct links.
JOIN: The FVS Engage365 Member Community to collaborate with fellow AICPA® members, exchange ideas, and shape the future of the profession together.
EARLY CAREER GUIDANCE: Welcome to a career in forensic and valuation services
Guidelines for Responsible Use of Artificial Intelligence (AI) in Forensic and Valuation Services Engagements
Exclusive content available with AICPA FVS Section membership: Click here to join this active community of your FVS peers. You will get 16 credits of complimentary CPE and access to rich technical content
The state of AI and machine learning in financial instrument valuation | FVS webcast archive
The FVS Valuation Podcast archives
- Using AI in Your Valuation Practice – Part 1
- Using AI in Your Valuation Practice – Part 2
- ESOPs: Preserving Culture, Valuation and Empowering Employees
LEARN MORE ABOUT THE FOLLOWING AICPA CREDENTIALS:
Accredited in Business Valuation (ABV®) – Visit the home page and check out the ABV infographic
Certified in the Valuation of Financial Instruments (CVFI®) – Visit the home page and check out the CVFI infographic
Certified in Financial Forensics (CFF®) - Visit the home page and check out the CFF infographic
This is a podcast from AICPA & CIMA, together as the Association of International Certified Professional Accountants. To enjoy more conversations from our global community of accounting and finance professionals, explore our network of free shows here. Your feedback and comments are welcomed at [email protected]