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Exploring the who/what/where/when/why and how of AI, this webinar will dive into what types of technology have impacted valuation services and how you can work alongside innovations to become more efficient and generate more revenue. Presented as a conversation between a technology professional and a CBV, you will learn the foundation of AI tools, including how to vet the right ones for your work and avoid tech that hinders more than it helps. The future of AI in valuation services includes augmenting your expertise with tools to better your business. Technology will never replace inherent skills and certifications, but innovations need to be implemented in order to stay ahead of the curve.

Key takeaways:

  • A core education of AI and its use cases in the valuations industry
  • The do’s and don’ts of using AI at work: What to avoid and what to get excited about
  • The future of AI in valuations services, including how to augment your expertise with tools to better your business
  • What it looks like to democratize valuations using tech and AI

About the presenters:

Gary Sanghera, CPA, CMA, CBV, Director of Valuations & Algorithms – interVal

Gary is an experienced financial professional involved in business valuations and algorithm design and refinement. Previously engaged in business valuations and litigation support mandates at both a premier, mid-size accounting and advisory firm, and a renowned boutique valuation firm in Toronto, Gary’s experience as a valuations experts spans many industries and focuses on his  keen interest in AI and technology and how innovation will shape the future of client advisory services (CAS).

Dave Bunce, CPA, CA, Director of Partnerships –

Dave Bunce is the Director of Partnerships at interVal, a leader in automated discovery for accounting firms, financial institutions, and wealth advisors. Holding his CPA and CA designation, Dave was a manager at PwC during the first part of his career. After leaving public accounting, Dave has spent his career as an executive at professional services and technology companies. This gives Dave a unique perspective on how to set up people, processes, and business models to optimize the outcomes technology provides.

This event is currently only available for users in the following groups: everyone.
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The information, analysis and opinions expressed in the webinars, podcasts and/or congress presentations are solely those of the presenter/author, are not reviewed by the Institute as to content or accuracy, and are not endorsed by CBV Institute or any of its Members.

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