From Plan to Practice: Successfully Implementing Your Firms Quality Management System *

The item(s) you are attempting to remove has already been removed from your cart.

Overview

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.

Course Instructor: Jim Martin

Highlights

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

Prerequisites

Basic understanding of quality control standards in CPA firms.

Designed For

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

Objectives

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.

Preparation

None

Notice

Login information and eMaterials will be available in the “My CPE” section of the NESCPA website two business days prior to the seminar. Once eMaterials are downloaded, no cancellation/transfer/refund is available.