Fast Track your WISP - Q&A
Course Description
Are you a risk-taker and willing to risk it without a WISP? Or do you feel uncertain and unsure of where to start to get into compliance quickly with IRS Pub 4557 and FTC Safeguards Rule?With PTIN renewal around the corner, it’s time sensitive to get a solid grasp of the crucial steps needed to ensure you’re confidently in compliance. Perhaps you’ve registered for the “Master Class - Complying with IRS Pub 4557 & FTC Safeguards Rule” but haven’t tapped into the resources it provides yet or you have a few specific questions. With over 500 NAEA members enrolled, we want to give you extra support to get your WISP done as soon as possible.
Join us for a live Q&A webinar Friday, Sept 8th, 2023 at 1PM EDT/10AM PST to gain valuable insights from a top 100 managed service provider, Andrew Lassise, CEO of Tech4Accountants helping enrolled agents address their IT challenges effectively and efficiently.
Get everything you need to fast track your WISP by registering for the “Master Class - Complying with IRS Pub 4557 and FTC Safeguards Rule” ($499 value). *NAEA Members get FREE access to the self-paced Master Class!
Presenters
Alison Ball, Dir. of Communications and Partnerships
Alison Ball is the Director of Communications and Partnerships for Liscio, Inc. She is passionate about helping firms to differentiate themselves by providing Client Experience 2.0TM to their clients. Before joining Liscio in August 2020, Alison spent 15 years leading accountant influencer programs at Intuit, and prior to that she was an accountant herself.
Alison Ball is the Director of Communications and Partnerships for Liscio, Inc. She is passionate about helping firms to differentiate themselves by providing Client Experience 2.0TM to their clients. Before joining Liscio in August 2020, Alison spent 15 years leading accountant influencer programs at Intuit, and prior to that she was an accountant herself.
Andrew Lassise, CEO of Tech4Accountants
Andrew Lassise, CEO of Tech4Accountants, is a renowned top 100 value-added reseller and managed service provider. With expertise in financial planning and cybersecurity, Andrew helps accountants address their IT challenges effectively and efficiently.
Andrew Lassise, CEO of Tech4Accountants, is a renowned top 100 value-added reseller and managed service provider. With expertise in financial planning and cybersecurity, Andrew helps accountants address their IT challenges effectively and efficiently.
Continuing Education
This course does not qualify for IRS Continuing Education Hours. NAEA reports IRS CE on a monthly basis. If you have not received your CE Hours in your IRS PTIN Account by the end of the month after receiving the certificate, please contact NAEA at
education@naea.org. IRS Requirements for live webinars require at least 50 minutes per hour of attendance and answering 3 out of the 4 polling questions. For on-demand, you must watch the full video, answer the knowledge check, and pass the assessment with a score of 70% or above. No partial CE is offered.
Webinar Refund Policy
To request a refund, contact the NAEA education team via email at
education@naea.org. An NAEA education team member will review the request for a refund. If the refund request has been approved, the refund will be refunded on the same method of purchase. Live Webinars, also offered On-Demand will not be refunded.