Join the AM&AA Edge for timely, expert-led virtual education designed for M&A professionals. Each session explores relevant trends, practical strategies, and key issues shaping the middle market, helping you stay informed, sharpen your expertise, and gain insights you can apply right away.

Thursday, August 27, 2026
11:00 AM - 12:00 PM (CDT)

Member - $50

Non-Member - $100

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AI in M&A: Practical Uses, Process Design, and Deal Risk

AM&AA Edge Series

Join the AM&AA Edge Webinar Series for timely, expert-led virtual education designed for M&A professionals. Each session explores relevant trends, practical strategies, and key issues shaping the middle market, helping you stay informed, sharpen your expertise, and gain insights you can apply right away.

August 2026 | AI in M&A: Practical Uses, Process Design, and Deal Risk

Artificial intelligence is becoming a more common part of the M&A process, creating new opportunities to improve efficiency, organize information, and support deal teams. At the same time, the use of AI can introduce concerns related to accuracy, confidentiality, governance, and professional responsibility. 

This webinar will explore practical ways AI can be used throughout the M&A lifecycle, including diligence, document review, financial analysis, drafting, contract comparison, issue spotting, and transaction management. The session will also examine the strengths and limitations of AI tools, along with common risks for buyers, sellers, and their advisors.

Attendees will gain a clearer understanding of where AI can provide value, where additional review and controls are needed, and how to introduce AI into deal workflows while maintaining appropriate human oversight and professional judgment.

What You’ll Learn

  • Practical ways AI can support the M&A process
  • How AI can help with diligence and document review
  • Uses for AI in financial modeling and deal analysis
  • How AI can support drafting, contract comparison, and issue spotting
  • Common risks for buyers and sellers
  • Governance and confidentiality considerations
  • How to introduce AI into deal workflows responsibly

Why Attend Live

  • Hear practical guidance from an experienced M&A and legal professional
  • Learn how AI is being used in current deal workflows
  • Understand common risks, limitations, and governance considerations
  • Participate in a live Q&A with John F. Cohan
  • Ask questions related to your work or organization
  • Earn 1.0 CPE credit in Specialized Knowledge, subject to participation requirements

ACCESS VIRTUAL SESSION

Originally broadcasted on May 27, 2026.

VIEW ON DEMAND

CONTACT

Have a question?

info@amaaonline.com

CONTACT US

Featured Speakers

John Cohan
John Cohan
Partner
Gesmer Updegrove LLP
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VIRTUAL SESSION FAQs

Registration is $50 for AM&AA members and $100 for non-members. Interested in membership? Learn more here to explore member benefits and access exclusive pricing on AM&AA education and events.

All you need to participate is a reliable internet connection and a supported browser, preferably Chrome or Firefox. Audio will stream through your computer speakers, so we recommend testing them before the event begins.

No software download is required, and a webcam is not needed.

If you are joining live, once the countdown in the waiting room reaches zero, you’ll be prompted to open Zoom either in your browser or in the Zoom app if it’s installed on your computer. Select your preferred option and you’ll be taken into the live session.

If you are viewing the on-demand recording, it will open directly in your browser after you log in. You will not be prompted to open Zoom or any other external application.

For technical assistance, please send an email to info@amaaonline.com

The virtual session will be hosted in the Central Time Zone.

To join the virtual session, first click the Register button at the top right of this page and complete your registration. You’ll be prompted to create a password during that process. Once registered, click Join Virtual Session to enter the waiting room. Live chat with other attendees will be available there before the session begins.

Yes. A recording of the virtual session will be available to view on-demand 3 business days after the live online event.

You will be able to submit questions or comments by typing them into the Q&A widget during the event. These questions will be answered as time allows during the Question & Answer session following the presentation.

We welcome your questions. Please email us at info@amaaonline.com.

All feedback and suggestions for virtual sessions may be sent to info@amaaonline.com.

Prerequisites: Hold an academic degree (e.g. PhD, JD, MBA or Bachelor Degree); and/or one or more professional designations (such as CPA, CFA, CVGA, CEPA, or equivalent). Consideration will also be made for attendees who have private lower middle market management, owner, or advisory experience.

Advanced Preparation: None

Program Level: Intermediate

Delivery Method: Group Internet Based

Refunds and Complaint Resolution: Requests for refunds must be received in writing no later than thirty (30) days from initial program registration. No refunds will be granted for refund requests made later than thirty (30) days from initial program registration. No refunds will be granted for programs that are currently in process or completed. For more information regarding refund, complaint and program cancellation policies, please contact us at 312-856-9590.

Official National Registry: Alliance of Merger & Acquisition Advisors (AM&AA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.