Quality Management: A Practical Approach
8.00 Credits
Member Price $379.00
Non-Member Price $429.00
Overview
Beginning in 2025, the AICPA Quality Management (QM) Standards ushered in a host of new requirements. The first half of this course is designed to discuss the process of implementing the QM Standards. During the second half, participants will work on their firm's QM implementation process, including identifying potential quality risks, assessing those risks, developing responses, and meeting the new QM documentation standards.
Hear what past participants are saying:
"Implementation of QM has been difficult, and after attending this course, I now have an idea of what the end product should be."
"This course helped me put a structured, real-life plan in place.""The interactive nature of the program was great! Really got everyone thinking on how to apply the new quality standards to their own practice."
"The best class of the year. There were so many hands-on exercises, it was outstanding."
*Also register for Day 2: The Next Steps here.
Overnight Accommodations
A block of rooms has been reserved at the at Milwaukee Marriott West in Waukesha for the night of Monday, October 19 and Tuesday, October 20, with a room rate of $169 - $219 (plus tax). To reserve a room in the block, please book online here by October 9 or call 262-574-0888 and mention you're attending the WICPA program.
Leader(s):
Leader Bios
Heather Lindquist, Director, Peer Review & Professional Standards, Illinois CPA Society
Heather Lindquist, CPA is the Director of Peer Review & Professional Standards for the Illinois CPA Society’s Peer Review Alliance. The Alliance administers peer reviews for firms across seven states, including Illinois, Indiana, Iowa, Kentucky, South Carolina, West Virginia, and Wisconsin. Heather is a member of the AICPA Peer Review Board’s Technical Reviewer Advisory Task Force (TRATF) and also serves as a member of the Board’s Education and Communication Task Force (ECTF).
A graduate of Illinois Wesleyan University, Heather spent six years with RSM US LLP working mainly on not-for-profit and local government audits before joining the Illinois CPA Society in 2016. Heather’s work centers around peer review, but she also serves as the staff liaison for the Illinois CPA Society’s Audit and Assurance Services Committee.
Neil Dewan, Technical Manager, Peer Review & Prof Standards, Illinois CPA Society
Neil Dewan, CPA is Technical Manager of Peer Review & Professional Standards for the Illinois CPA Society’s Peer Review Alliance. The Peer Review Alliance administers peer reviews for firms across seven states: Illinois, Indiana, Iowa, Kentucky, South Carolina, West Virginia, and Wisconsin. Neil also serves as staff liaison for the Society’s Accounting Principles Committee. He graduated from Purdue University and was an auditor with national and local firms prior to joining the Society, specializing in audits of employee benefit plans.
Non-Member Price $429.00
Member Price $379.00