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WEBINAR

Mastering Engagement Letters

Prepare with Confidence for the 2025 Season

August 27, 2025 at 1pm ET | 10am PT

Save your spot today

In this in-depth session, we’ll walk through key product workflows, review a comprehensive readiness checklist, and provide actionable steps to ensure a smooth and successful client experience. You’ll leave with clear next steps and the confidence to lead your team through a seamless Engagement Letter rollout.

Meet our speakers: 

Christa Mason

Christa is Aiwyn’s Education Manager and a former member of our implementation team. With deep product knowledge and a strong background in accounting technology, Christa brings a thoughtful and clear approach to training. You may recognize her from your firm’s onboarding journey. You’ll leave this session with practical insights on how to use the product more effectively and ensure your firm is set up for success this season.

Hannah Fechter

Hannah is an Enterprise Customer Success Manager at Aiwyn who is passionate about helping firms unlock the full value of our platform. Known for her calm and approachable demeanor, Hannah will moderate the session and answer questions to make sure you feel confident and prepared for a smooth engagement letter rollout.