Everyone says AI won’t take your job, people who use AI will. Others promise it will save hours of time or automate the work you don’t want to do. That sounds great but how do you even get started?
In this session, we skip the hype and the history and focus on practical, easy‑to‑adopt AI use cases. We’ll walk through real examples and demonstrate simple AI agents for automating repetitive tasks. Join us to leave with ready‑to‑use ideas and a clear path to start applying AI in your work today.
Learning objectives:
- Identify GenAI use cases that improve professional efficiency.
- Evaluate tasks appropriate for GenAI or automation.
- Distinguish general GenAI chatbots from simple AI agents
- Apply next steps to use AI responsibly in practice
Meet Ashley Francis, CPA, PFS & Carla Avendano, CSRIC I Laird Norton Wetherby
They say that the only certainty in life is death and taxes. As a CPA that appreciates certainty, Ashley Francis has combined those two topics to become an expert in trust and estate taxation over the last 26 years. She also appreciates the art of delegation, leading to her early adoption of GenAI chatbots which allowed her to automation skills. All of that has led to her being recognized by her industry and Microsoft for her innovation and her knowledge sharing through social media, speaking, or her classes.
As a Wealth Advisor at LNW, Carla Avendano partners closely with clients to design and implement integrated, tax efficient investment and wealth planning strategies tailored to their long term goals. She brings a strong interest in impact investing, helping clients align their portfolios with their environmental and social priorities, and she especially enjoys engaging younger generations in conversations about stewardship, values and financial decision making. In her advisory role, Carla is involved in all aspects of client account management, from maintaining thoughtful asset allocation strategies and conducting sustainability analyses to identifying planning opportunities that support each client’s aspirations. She collaborates closely across LNW’s advisory and planning teams to deliver cohesive, client centered solutions. Before joining LNW, Carla was a wealth management associate at UBS. She is a Chartered SRI Counselor™ (CSRIC®).