From Plan to Practice: Successfully Implementing Your Firm’s Quality Management System (QMS4)

4.00 CPE Credit Hours

The accounting profession is undergoing a major transformation with the introduction of the AICPA’s new Quality Management (QM) standards, effective December 15, 2025. These standards replace traditional quality control models with a proactive, risk-based approach that firms must tailor to their unique services and operations. Understanding these changes is critical for firms of all sizes to maintain compliance and uphold engagement quality.

This seminar is designed to help CPA firms transition to the new QM framework. Gain an in-depth overview of Statements on Quality Management Standards (SQMS) Nos. 1 and 2, practical implementation strategies, and key insights to ensure your firm is prepared for the upcoming deadline.

Please Note: Special Bonus Opportunity
Keep the momentum going! As a follow-up to the May 28 seminar, join an exclusive live Q&A session on June 24 with Jim Martin. This interactive Zoom session is your chance to ask questions, exchange ideas, and gain deeper insights to help successfully implement your firm’s Quality Management System.

This session is only available to registered attendees of this course and comes at no additional cost. No CPE credit will be awarded. The access link will be provided in a separate email the day prior.

CPAs, firm leaders, and anyone responsible for quality management compliance in CPA firms.

• Identify key components of AICPA’s new Quality Management Standards (SQMS 1 & 2).
• Assess how the risk-based approach impacts your firm’s quality management system.
• Develop a tailored quality management system that aligns with the new standards.
• Implement strategies for ongoing monitoring, remediation and staff training.
• Recognize the role of leadership in fostering a culture of quality within the firm.
  

• Overview of SQMS 1 & 2 and their implications for CPA firms
• Scalable, risk-based frameworks for quality management
• Monitoring and remediation requirements to ensure ongoing compliance
• Leadership responsibilities in promoting engagement quality
• Best practices for staff training and firm-wide adoption of new standards
• Practical implementation strategies and expert insights
  

Basic understanding of quality control standards in CPA firms.