This course equips valuation professionals with practical, real world strategies for integrating artificial intelligence (AI) into business valuation engagements. As AI transforms financial analysis, practitioners must understand how to responsibly leverage machine learning, natural language processing, and advanced data driven tools to strengthen valuation accuracy, efficiency, and credibility.
Participants will explore how AI enhances data gathering, benchmarking, economic research, industry analysis, risk identification, and report drafting. The program also addresses limitations of AI, ethical concerns, model transparency issues, and NACVA requirements governing valuation engagements. Through real world examples and guided applications, this course demonstrates how AI can support—but never replace—professional judgment. By the end of the course, attendees will be prepared to incorporate AI supported techniques that elevate valuation deliverables and improve client outcomes.
Instructor
Robert K Minniti
DBA, CPA, CFE, Cr.FA, CVA, MAFF, CFF, CGMA, PI
Dr. Minniti is the President and Owner of Minniti CPA, LLC. Dr. Minniti is a Certified Public Accountant, Certified Forensic Accountant, Certified Fraud Examiner, Certified Valuation Analyst, Certified in Financial Forensics, Master Analyst in Financial Forensics, Chartered Global Management Accountant, and is a licensed private investigator in the state of Arizona.
Dr. Minniti received his doctoral degree in business administration from Walden University, received his MBA degree and Graduate Certificate in Accounting from DeVry University’s Keller Graduate School of Management, and received his Bachelor of Science in Business Administration degree from the University of Phoenix. Dr. Minniti taught graduate and undergraduate courses in forensic accounting at DeVry University, Grand Canyon University, Kaplan University, Northwestern University, and the University of Phoenix. He designed graduate and undergraduate courses for Grand Canyon University, Northwestern University, and Anthem College.
He is a writer and public speaker. He has experience in forensic accounting, fraud examinations, financial audits, internal audits, compliance audits, real estate valuations, business valuations, internal control development, business continuation planning, risk management, cyber security, privacy laws, data security, Sarbanes-Oxley compliance work and business consulting. In addition to his practice Dr. Minniti is an instructor teaching continuing professional education classes for a variety of providers and CPA Societies.
Dr. Minniti is currently serving as a board member on the National Association of Certified Valuators and Analysts' (NACVA) Litigation Forensics Board (LFB) and as a committee member on the Arizona State Board of Accountancy's Law Review Advisory Committee.