Organize Your Files Faster with AI’s Claude Cowork This article highlights a practical use case for Claude Cowork: organizing files in a way that saves time and reduces frustration. It explains how AI can help users sort through scattered documents, group related materials, improve naming consistency, and make important information easier to find. Rather than spending valuable time digging through folders a ...

How to Add Claude to Your Spreadsheet Workflow This article highlights a video resource showing how to add Claude to Excel and start using AI directly inside a familiar spreadsheet environment. The topic is especially relevant for professionals who want faster ways to summarize data, generate formulas, organize information, and reduce repetitive spreadsheet tasks. The video’s core promise is that users can ...

Figuring Out if Your M365 Licensing is Ready for AI Microsoft Copilot is rapidly becoming one of the most talked-about AI tools in the workplace, but many organizations discover that enabling it is not as simple as flipping a switch. The biggest hurdle is often licensing. Different versions of Microsoft 365 include different capabilities, and not every plan supports Copilot. This article explains how to qui ...

Turning Raw Data into Real-Time Insights with ChatGPT This article explains how professionals can use ChatGPT to create custom dashboards from virtually any dataset—without needing advanced programming skills. It walks through how AI can assist with structuring raw data, identifying key performance indicators, generating visualizations, and even producing dashboard-ready code that you can view immediately. ...

A Beginner’s Roadmap to the Technology Behind ChatGPT I also get asked about the technology behind AI and have wanted to create an easy-to-read guide on the topic. So, here it is! This guide serves as a foundational primer on modern AI, written for readers who want to understand the technology without needing a technical background. It walks through the major building blocks of today’s AI ecosystem, includi ...

Learn how to run an LLM on your computer so you do not have to worry about exposing client data. If you have been curious about protecting your client data but you still want the benefits of using AI, this video is for you. Today I am going to show you a simple way to run AI directly on your own computer; no cloud required. In the next few minutes, you will see how to use GPT4All to run a local LLM so you c ...

Learn how to create a Custom GPT with AI writing the prompts for you! In this short demo, I will show you how to create a goal-setting Custom GPT. Here is a practical way to put AI to work in your consulting practice. If you find yourself using the same prompt over and over, you can automate it by creating what OpenAI calls a Custom GPT. Every AI platform has its own name for this concept, but the idea is t ...

AI-Driven Digital Investigations Workflow In investigations requiring eDiscovery and digital forensics, AI can be a powerful complementary tool. It enables the analysis of digital information in ways that are both efficient and insightful. This article explores practical recommendations and processes for implementing AI in digital investigations and their workflows. Introduction When most people think of Ar ...

How AI is Reshaping Litigation for Better and Worse AI remains a flawed practice companion. In addition to the possibility of hallucinated case citations and incorrect legal analysis, the use of AI introduces data privacy concerns and risks misadvising individuals due to overly generalized AI conclusions. In this article, the author addresses the following: Does the use of AI in litigation represent true ar ...

Here is a practical use for AI in your consulting practice. If you ever need to create training for a new employee or intern, you will find this method very useful. It will save you hours of time and make you look like a well-organized firm. We will use Perplexity in this demo, but you could use your favorite AI chatbot to do the same thing. Watch this video to see how to create professional video training ...

Data privacy with AI chatbots How to deal with the risks. Many consultants are understandably concerned about uploading client information into ChatGPT. The biggest fear is that sensitive, identifiable data could be exposed, shared with others, or even used to train future AI models. Watch this video to show you how to deal with the risks. https://www.youtube.com/watch?v=ekYLp6pcREo Colin Brown is the CTO o ...

What Valuation Analysts Can Do on Day One Use the new =COPILOT() formula and super charge your productivity in Excel. The Problem with Excel (and Why This Matters Now) If you work in business valuation or consulting, Excel is still your daily driver. We use it for everything; normalizing financial statements, running DCF models, cleaning client exports, and building rolling KPI dashboards. But as powerful a ...

Comparing Today’s Most Popular AI Chatbots Compare the results of the top AI chatbot models. In the past few years, AI chatbots have gone from a niche experiment to everyday tools powering work, creativity, and conversation. But with so many options—ChatGPT, Claude, Gemini, Copilot, and more—how do you know which one is right for you? In this video, we will put the most popular AI chatbots head-to-head, usi ...

Use ChatGPT’s newly released agents to automate every task you can define. ChatGPT's new AI agents are purpose-built digital assistants designed to handle specific tasks autonomously, making them a powerful tool for business consultants. These agents can research competitors, summarize client documents, generate reports, follow workflows, or even respond to e-mails; all with minimal input. For consultants j ...

Use Canva and ChatGPT to Create a Pricing Calculator you can use on your website. AI is changing the game when it comes to coding. Now, even if you do not know a thing about programming, you can still bring your ideas to life. With AI-powered tools, all you need to do is describe what you want and the AI will handle the code for you. It is as simple as telling the system what you need—whether it is building ...

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 ...