AI Agents are the future and here is an easy way to get started. AI agents are computer programs designed to act like intelligent assistants; they can understand instructions, make decisions, and complete tasks on your behalf. Think of them as digital helpers that use data, reasoning, and even language skills to solve problems, answer questions, or automate repetitive work. In short, AI agents can handle jo ...

Human Touch Still Required Copyright Office Clarifies AI-Created Content In a much-anticipated clarification, the U.S. Copyright Office has officially ruled that works involving artificial intelligence (AI) can be eligible for copyright protection, but only when a human hand plays a meaningful role in shaping the final result. In short, AI can assist, but it cannot claim authorship. What Counts and What Doe ...

With ChatGPT 4o An AI prompt to help you create a financial plan. This last week, I presented an AI webinar for NACVA called “AI Prompt Engineering: How to Get Better Results from AI for Your Consulting Practice” I showed attendees all my favorite tricks and frameworks for getting the most from ChatGPT and other LLMs. Someone from the audience asked if AI could create a financial plan but I simply ran out o ...

This article reviews 10 ways you can use AI in your consulting firm to improve efficiency. I have a lot of people tell me that AI is pretty cool but ask, how can I use it to boost the efficiency of my consulting practice? It is easy to get caught up in the hype of new technology, but there really are some immediate benefits that you can implement quickly to have more time with family and friends and less ti ...

Today, I am taking a risk. A risk of exposing weaknesses in AI and applying it to the business valuation profession. So, follow along with my experiment and let’s see what happens. First of all, you should know that I have the paid version of ChatGPT ($20/month) and I used the 4o model for my test. Since I am a tech wizard and not a CVA, I started simple. Prompt #1: What kind of data do you need to calculat ...

For Business and Financial Consultants (Explained Simply) Prompt engineering is just a fancy term for “asking better questions” when using AI tools like ChatGPT. Think of it like giving clear instructions to a smart assistant. The better your instructions, the better and more useful the answer. Why It Matters for Consultants If you are a business or financial consultant, you use your brainpower to solve pro ...

Gemini 2.5 Pro EXP Shines and Your Shortcut to Staying Current Just like I predicted in my last post, the AI chatbot race is heating up, with models leapfrogging each other constantly! This time, Google's new Gemini 2.5 Pro Experimental made a splash, and based on my own quick test, it is impressively capable. [Check it out here: https://deepmind.google/technologies/gemini/pro/] Putting Gemini 2.5 Pro to th ...

Just like flipping a switch to turn on a light, most of us do not think about what had to happen to make that light turn on. Artificial Intelligence (AI) has already become as effortless as a light switch. You type a prompt into ChatGPT or Copilot, and it returns an answer, yet you likely have no idea how it works or what went into making it function. Unlike understanding electricity or the internet, graspi ...

AI Insights Not to Be Ignored In 1997, I was invited to be a guest speaker at a local heavy equipment dealers association dinner at Tuscany in Salt Lake City. The dinner was amazing, but then it was my turn to speak about the changing landscape of this new thing called the “Internet.” I explained that e-commerce would disrupt everything. I told them the day would come when anyone would be able to buy heavy ...