Live Webinar
Insurance Horror Stories: What Firm Owners Need to Know When Employees Use AI
Time: 1pm – 2pm ET
Date: Wednesday, October 8, 2025
Are employees using ChatGPT in ways that put your firm at risk?
What happens if client data is entered into an AI tool?
Does your insurance policy cover AI-related mistakes?
70% of professionals now use AI at work, and accounting staff are no exception. This session unpacks the real risks of ad hoc AI use inside firms—and what leaders can do to protect themselves.
Rob Ferrini, Cyber Liability and Data Breach Response Program Manager at McGowan Pro Insurance, joins Chris Farrell, co-founder of Liscio, to demystify the intersection of AI, cybersecurity, and insurance coverage. Drawing on real-world horror stories from the 40% of cyber insurance claims that are denied each year, you’ll learn how your firm can avoid costly gaps in protection.
Learning Objectives:
- Understand how AI tools impact your firm’s cyber risk profile.
- Learn common pitfalls that have impacted real-life firms and how to avoid them.
- Learn how to align your technology stack with your liability insurance coverage and compliance needs.
- Discover practical steps to reduce liability and ensure claim eligibility in your tax and accounting firm.
This not-to-miss expert discussion brings clarity to one of the most urgent challenges facing tax and accounting professionals today: how to navigate the emerging wave of AI-driven risk while ensuring your firm is truly protected. Attendees will gain a clear understanding of how cybersecurity, compliance, and insurance intersect—and what you need to do to proactively safeguard your firm, close insurance gaps, and confidently embrace technology without compromising trust or security.
Who Should Attend:
CPAs, EAs, tax preparers, firm owners, and compliance officers seeking to modernize securely and ensure their insurance coverage matches their risk exposure.
Register for the Webinar!
Please use the form below.
Meet the Speakers
Chris Farrell, CPA – Founder of Liscio
Chris Farrell, CPA is cofounder of Liscio, Inc. and serves as its Chief Executive Officer. Chris has more than 25 years of experience in the accounting, finance and software industries. Prior to Liscio, he co-founded and led SpringAhead and Tallie where he served as Chief Executive Officer.
He also served as the Chief Financial Officer of Occam Networks, the Corporate Controller of C-Cube Microsystems and as an auditor for Arthur Andersen. He holds a Masters degree in Business Administration from UCLA’s Anderson School of Management and received his CPA license in California.
Rob Ferrini, Cyber Liability and Data Breach Response Program Manager – McGowan Pro Insurance
Based in Norwood, MA, Rob Ferrini serves as McGowanPRO’s Cyber Liability and Data Breach Response Program Manager with over 35 years of insurance industry experience.
He has spoken at national conferences on information security and data breach coverage and professional liability Insurance including recent appearances at the CPA Firm Management Association Conference, AGN International, Alliott Global Alliance and AIPCA Engage (2019).
Rob uses his expertise to help CPAs, lawyers, financial advisors and other professionals find the right coverage tailored to their unique needs.
Rob has owned numerous small businesses in both the retail and service industries — gaining invaluable first-hand knowledge of the unique challenges, risks, and needs of professional service firms.
Education Information
Prerequisites: None
Advanced Preparation: None
Program Level: Intermediate
Delivery Method: Live Webcast
Field of Study: Taxes
CPE: 1 hour (Taxes)
IRS CE: 1 hours (Taxes)
Program Number: 15UFN-T-00445-25-O
Title: Insurance Horror Stories: What Tax Pros Need to Know When Employees Use AI
Green & Sklarz, LLC is the sponsoring organization for Tax Rep LLC’s CPE programming. Green & Sklarz, LLC is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing 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. Green & Sklarz, LLC’s NASBA sponsor number is 132892.
Other Information
- Cancellation Policy: If you find you cannot make the program after registering, please contact our office by email (team@taxrepllc.com) and let us know you will be unable to make the program. Cancellation Deadline is October 8, 2025.
- Concerns or Complaints: If you have suggestions or concerns about anything in the program or the materials, please direct them to team@taxrepllc.com.
- CPE Credits & Field of Study: Recommended 1 CPE Credit Hour in the Field of Taxation. In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.