BHEPC Meeting -“Fiduciary Accounting” Sponsored by Probate & Trust – CREM Group

Presented by: Francine Lee, Ernst & Young LLP

Francine Lee is a Senior Manager in EY’s Fiduciary/Trust & Estate Accounting Services team and Business Leader in EY’s Fiduciary Trust & Estate Tax Administration Services group focusing on the development of go to market strategies and managing relationships with institutional wealth management clients. She has over 25 years of experience creating solutions for HNW clients and building platforms, products and services at industry leading organizations including BMO’s CTC/myCFO, HSBC Private Bank, Goldman Sachs Family Office, Prudential Securities and Lehman Brothers. Francine holds a Master of Laws in Taxation from New York University School of Law and Juris Doctor from Western New England School of Law.

1 MCLE Credit will be granted for those who qualify