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]

This interview was recorded on 10/28/2025 at the AICPA FVS Conference. Economic issues discussed are still relevant as of the publish date: 11/20/2025 On this episode we hear from Carla Nunes and Jim Harrington from Kroll right after their session at the 2025 AICPA FVS Conference on October 28 to discuss the post-election economic landscape focusing on tariffs, fiscal stimulus, and their impact on valuations and the cost of capital. Our guests highlight how recent government policies, trade uncertainties, and the rise of AI are shaping market sentiment, interest rates, and equity risk premiums, and emphasizes the importance of staying informed and adapting valuation approaches to rapidly changing conditions. ________________________________________ Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses. Guests: Carla S. Nunes, CFA, ABV, Managing Director, Kroll James P. Harrington, Director, Kroll Host: Nene Glenn Gianfala, CPA, ABV, Chaffe & Associations

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.

IT'S VIRTUAL! STILL TIME TO REGISTER Business Valuation School - Dec 1-5, Live online

PURCHASE SESSIONS: 2025 AICPA FVS Conference - you can purchase sessions and the handouts

EARLY CAREER GUIDANCE: Welcome to a career in forensic and valuation services

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

Cost of capital – basics and best practices in business valuation | FVS webcast archive

The FVS Valuation Podcast archives

• Transparency in Private Market Valuations (2/27/2025)
• Macroeconomic Update 2024 - Cost of Capital & Valuation Impact (11/21/24)
• The New Normal: Cost of Capital in a Higher Interest Rate Environment (12/7/2023)
• ESG & the Cost of Capital (4/27/2023)

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]

Private credit is one of the fastest-growing areas in alternative investments, driven by tighter traditional lending and demand for higher yields. But its rise brings valuation challenges—limited transparency, non-standard pricing, and infrequent market activity. How can these assets be accurately valued? What risks might be overlooked? And how should investors assess performance and liquidity? Hear from a specialist tackling these questions, and explore AICPA resources to enhance your valuation analysis.

Key takeaways • Industry economics and motivations of stakeholders and constituents • Applications and limitations of formal valuation and accounting guidance • Characteristics and valuation implications of payment-in-kind (PIK) features • Looking beyond carrying values to assess debt instruments

Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses.

Guest: Susan DuRoss, Managing Director, Global Head of Valuation, Harvest Investments Host: Howard Mah-Lee, CFA, CAIA, ABV, Senior Manager, AICPA Valuation Services

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.

UPCOMING: Business Valuation School - Dec 1-5, Live online

JUST MISSED: AICPA FVS Conference, Oct 27-29, 2025 - you can purchase sessions and the handouts. Please see here

Accounting and Valuation guides from AICPA If you are an AICPA-FVS Section member see below for free access to these guides

• Valuation of Privately Held Companies Equity Securities Issued as Compensation • Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies

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

• Private credit valuation in alternative investments | FVS webcast archive
• Valuation of Privately Held Companies Equity Securities Issued as Compensation
• Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies

The FVS Valuation Podcast archives • 409A Valuations – What you Need to Know • SAFEs, Convertible Notes, and Embedded Derivatives

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]

In this episode, host Alex Partin and guests Serena Morones, David Harkins, and Kyle Wolf each bring their unique perspectives on Employee Stock Ownership Plans (ESOPs) and their critical role in succession planning for privately held businesses.

The conversation explores how ESOPs offer a compelling alternative to traditional exit strategies. The panel brings together perspectives from business valuation experts and those with firsthand experience in ESOP-owned firms, offering practical insights for business owners considering this path. Key Takeaways:

• ESOPs as a Succession Tool: ESOPs provide a way for business owners to transition ownership to employees, maintaining company culture and values while offering liquidity and a gradual exit strategy.
• Business Valuation for ESOPs: The success of an ESOP partly depends on accurate, third-party business valuation, which determines fair market value for the transaction and ensures sustainability for both sellers and employee owners.
• Transparency and Engagement Drive Success: Companies that openly communicate ESOP benefits and valuation processes to employees foster a sense of ownership, improve retention, and create a more engaged workplace culture.

Guests:

• David Harkins, CPA/ABV/CFF, CFA, Mercer Capital
• Serena Morones, CPA/ABV, Morones Analytics
• Kyle Wolf, CPA/ABV, Stern Brothers Business Valuation Advisors

Host: Alex Partin, CPA/ABV, Mueller & Partin, PS

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.

• AICPA Forensic & Valuation Services Conference, Oct 27-29, Aurora, CO, attend virtually for 1,2,or 3 days
• Business Valuation School - Dec 1-5, Live online

NEW RESOURCE Welcome to a career in forensic and valuation services - early-career guidance, built for you

AICPA Employee stock ownership plans (ESOPs) resource center

Journal of Accountancy articles :

• Employee ownership and taxes: Why firms are choosing ESOPs
• What to know when you client is considering employee ownership

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

• Valuations performed for employee stock ownership plans (ESOPs) and FAQs
• What every valuation analyst should know about employee stock ownership plans (ESOPs)

The FVS Valuation Podcast archives

• From Analysis to Testimony: Key Skills for a Career in Forensic and Valuation Services
• The Business Valuation Profession
• Enhancing Professional Growth through AICPA FVS Section Resources and Participation

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]

 The FVS Valuation Podcast Current Trends in Private Credit Markets Episode Description Private credit is one of the fastest growing segments in the alternative investments landscape. As traditional lending channels tighten and investors seek yield beyond that which is available in public markets, private credit has surged in popularity. But with that comes complexity, especially when it comes to valuation. Unlike publicly available assets, these instruments often lack transparency, standardized pricing, and frequent market transaction activity, which raises questions: How do we accurately value these assets? What risks are potentially underappreciated? How should investors think about performance and liquidity in a private credit portfolio? Listen to how a specialist in this area approaches these issues, and read below for key AICPA resources to improve your own valuation analyses.

Key takeaways  •    Industry economics and motivations of stakeholders and constituents •    Applications and limitations of formal valuation and accounting guidance •    Characteristics and valuation implications of payment-in-kind (PIK) features •    Looking beyond carrying values to assess debt instruments

Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses.

Guest: Susan DuRoss, Managing Director, Global Head of Valuation, Harvest Investments Host:  Howard Mah-Lee, CFA, CAIA, ABV, Senior Manager, AICPA Valuation Services

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. 

Check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders

•    AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online •    Business Valuation School - Dec 1-5, Live online

Accounting and Valuation guides from AICPA  If you are an AICPA-FVS Section member see below for free access to these guides

•    Valuation of Privately Held Companies Equity Securities Issued as Compensation •    Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies

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

• Valuation of Privately Held Companies Equity Securities Issued as Compensation
• Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies

The FVS Valuation Podcast archives •    409A Valuations – What you Need to Know •    SAFEs, Convertible Notes, and Embedded Derivatives

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]

In this episode, host Greg Saunders is joined by a diverse panel of guests for a candid discussion on business valuation practices and regional nuances. The panel explores key topics including:

• Tax effecting PTEs post-TCJA
• Using the guideline transaction method effectively
• Managing timing mismatches in real estate appraisals
• Aligning valuation and transfer dates
• Differentiating personal vs. enterprise goodwill

Whether you're a seasoned valuation professional or an emerging professional, this episode offers practical insights and real-world perspectives to help navigate common valuation scenarios. Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses.

Guests:

• Tiffany Mellow, CPA/ABV, Perkins & Co
• David Harkins, CPA/ABV, Mercer Capital
• Jessica Landay ABV, Harper Hofer

Host: Greg Saunders, CPA/ABV, Keiter

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.

• AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online
• AICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO,in person only
• Business Valuation School - Sep 8-12, Raleigh NC, in person only
• Business Valuation School - Dec 1-5, Live online

NEW RESOURCE Welcome to a career in forensic and valuation services - early-career guidance, built for you

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

• Considerations when using the Guideline Company Transaction Method (GCTM)
• How to use MergerShark to improve your market approach | FVS webcast archive
• FVS estate and gift toolkit
• Estate and gift valuation case law - key takeaways | FVS webcast archive
• Working with other appraisers - valuation of FLPs holding real estate

The FVS Valuation Podcast archives

• Personal vs. Enterprise Goodwill: Key Things to Know
• Making a Case for Using the Market Approach for Determining Fair Market Value
• Real Estate in the Valuation of Operating Entities and Holding Companies

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]

Josh Shilts interviews estate and tax attorney, Bo Trudeau, about formula transfer clauses for estate and gift tax planning. They discuss how these clauses can help reduce tax risk for transfers of hard-to-value assets, review key cases such as Wandry and Procter, and clarify the differences between the various types of formula transfer clauses. The episode highlights the importance of establishing intent, consistent documentation, and timely valuations, and also provides specific strategies to bolster formula transfers against challenges from the IRS.

Key takeaways include:

• Evolution of the case law relating to formula transfers
• Distinctions between defined value, price adjustment, and other clauses
• Essential strategies and documentation for formula transfers

Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses.

Guest: Robert H. "Bo" Trudeau, JD, LLM, Purcell, Flanagan, Hay & Greene, P.A. Host: Josh Shilts, CPA/ABV/CFF/CGMA, Forensic & Valuation Services Director, Dean Dorton

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.

Check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders

• AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online
• AICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO,in person only
• Business Valuation School - Sep 8-12, Raleigh NC, in person only
• Business Valuation School - Dec 1-5, Live online

VS Section 100 Toolkit This toolkit is designed to provide non-authoritative guidance on the development of valuation or calculation engagements in accordance with VS Section 100. Statement on Standards for Valuation Services ("VS Section 100" or "SSVS"), Valuation of a Business, Business Ownership Interest, Security, or Intangible Asset

FVS Section Benefit - FVS estate and gift toolkit Stay up to date on the latest FVS estate and gift guidance. This toolkit will serve as an invaluable resource to keep you up to date on the latest guidance.

The FVS Valuation Podcast archives

• Complexities Of Subsequent Events in Business Valuation
• Enhancing Professional Growth through AICPA FVS Section Resources and Participation
• Estate Planning – Anticipating the Change in 2025

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]

In today's uncertain market with high capital costs and changing investor demands, startup valuation requires both expertise and adaptability. Valuation specialists Ross McSwain and Charles Gallman discuss how economic challenges are shaping current models and highlight the growing importance of founder vision and qualitative factors.

They outline cost, market, and income approaches for different growth stages, referencing AICPA guides and practical experience, and stress the need to align methods with milestones and capital structure.

Key takeaways

• Valuation shifts as startups grow
• Qualitative factors matter
• VC return goals set discount rates
• Cost approach applies beyond early stages

Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses.

Guests:

• Charles Gallman, CPA/ABV, Managing Director, Advisory Services, Grant Thornton
• Ross McSwain, ABV, Managing Director, Advisory Services, Grant Thornton

Host: Nene Glenn Gianfala, CPA/ABV, Senior Vice President – Valuation Advisory Group, Chaffe & Associates

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.

Check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders

• AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online
• AICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO,in person only
• Business Valuation School - Sep 8-12, Raleigh NC, in person only
• Business Valuation School - Dec 1-5, Live online

Accounting and Valuation guides from AICPA If you are an AICPA-FVS Section member see below for free access to these guides

• Valuation of Privately Held Companies Equity Securities Issued as Compensation
• Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies
• Assets Acquired to Be Used in Research and Development Activities - Accounting and Valuation Guide

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

• Valuation of Privately Held Companies Equity Securities Issued as Compensation
• Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies
• Assets Acquired to Be Used in Research and Development Activities - Accounting and Valuation Guide

The FVS Valuation Podcast archives

• Early-Stage Valuation, A Conversation with author Antonella Puca
• 409A Valuations – What you Need to Know
• Valuation Considerations in Equity Compensation

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]

FVS Valuation subject matter experts Josh Shilts and Dave Consigli address current challenges encountered by professionals conducting valuations, emphasizing that these competencies remain fundamental — mirroring those required during the Covid period. Their discussion highlights several important insights:

• Embracing Economic Volatility: Ongoing economic uncertainty has become a constant factor, making adaptability essential for valuation professionals.
• Assessing Client Risk Management: It is critical to evaluate how clients are managing financial, operational, and strategic risks.
• The Importance of Industry Knowledge: In-depth understanding of industry dynamics remains vital.
• Composition and management of a company's workforce – especially in the context of generational shifts and the integration of AI.

Guest: Josh Shilts, CPA/ABV/CFF/CGMA, Forensic & Valuation Services Director, Dean Dorton Host: David Consigli, Jr. CPA/ABV, CDFA, Partner, FAZ Forensics

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.

Check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders

• AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online
• AICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO,in person only
• Business Valuation School - Sep 8-12, Raleigh NC, in person only
• Business Valuation School - Dec 1-5, Live online

Check out these free resources

• Statement on Standards for Valuation Services (VS Section 100)
• Disaster Relief Resource Center
• Tariff Resource Center
• Demystifying M&A Valuation Engagements - What Sellers (and Buyers) Need to Know
• Navigating Business Interruption Claims | FVS webcast archive

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

• AICPA VS Section 100 subsequent event toolkit
• Considerations when valuing distressed or impaired businesses FAQs
• Providing Bankruptcy and Reorganization Services, Vol. 2: Valuation in Bankruptcy | FVS Practice Aid
• Calculating Lost Profits | FVS Practice Aid
• FVS Quick Reference Guide: Standards and Premises of Value

The FVS Valuation Podcast archives

• Complexities Of Subsequent Events in Business Valuation
• Enhancing Professional Growth through AICPA FVS Section Resources and Participation
• Transparency in Private Market Valuations

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]

AI is becoming increasingly important in managing, analyzing, and optimizing investments and influencing how we navigate the interdependencies of capital and data flows, reporting, and legal and regulatory requirements in the private markets. This discussion between experts Andreas Dal Santo of BlueVal, Chandu Chilakapati of Aprio, and Prof. Michael Weinberg of Columbia Business School – practicing experts in finance, investment, and valuation - highlights many of the benefits, challenges, and future potential of AI in the world of alternative investments and financial instrument valuation.

• AI encompasses numerous subcategories, each with different applications, risks, and opportunities
• No clear uses for AI in alternative investments and valuation without continued human oversight
• AI might result in some industry jobs being lost, but there will likely also be new types of jobs created

Continue reading to learn about key resources available at AICPA-CIMA.com to improve your valuation analyses.

Guests:

• Chandu Chilakapati, Aprio
• Andreas Dal Santo, ABV, CFA, BlueVal
• Michael Weinberg, Adjunct Professor, Columbia Business School

Host: Howard Mah-Lee, Senior Manager, AICPA Valuation Services

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.

Check out early bird and special discounts for AICPA and FVS Section members, and ABV, CFF and CVFI credential holders

• AICPA Forensic & Valuation Services Conference, Oct 28-30, Aurora, CO, in person and online
• AICPA Expert Witness Skills Workshop, Oct 28-30, Aurora, CO,in person only
• Business Valuation School - Sep 8-12, Raleigh NC, in person only
• Business Valuation School - Dec 1-5, Live online

Accounting and Valuation guides from AICPA If you are an AICPA-FVS Section member see below for free access to these guides

• Valuation of Privately Held Companies Equity Securities Issued as Compensation
• Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies

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

• Valuation of Privately Held Companies Equity Securities Issued as Compensation
• Valuation of Portfolio Company Investments of Venture Capital and Private Equity Funds and Other Investment Companies

The FVS Valuation Podcast archives

• Using AI In Your Valuation Practice
• Valuing Complex Financial Instruments
• Valuation Considerations in Equity Compensation

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]