CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Ashley Francis, CPA

Ashley Francis is a CPA with 23 years of experience. She specializes in helping ultra-high net worth clients, professional fiduciaries, and trust and estate attorneys with complex tax and estate compliance and planning. She has been involved in trust and estate disputes and seen where things can go sideways.

She also started exploring and sharing her experiences with ChatGPT in December, 2022. Since then, she has created a newsletter for folks interested in ChatGPT, Microsoft 365 applications, and automation, with the goal of making these technologies feel friendly and accessible. She has also created an online course that shares tiny daily lessons on using ChatGPT and BingChat over a 30-day period, making it easier for busy professionals to start getting comfortable with the technology.

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