From Plan to Practice: Successfully Implementing Your Firm's Quality Management System - Virtual
4.00 Credits
Member Price $205
Non-Member Price $255
Overview
This event is offered in collaboration with the Iowa Society of CPAs.
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.
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.
Simply select your participation option at checkout. This session is only available to May 28 attendees
and comes at no additional cost. No CPE credit will be awarded for the bonus session. The access link
will be provided separately.
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
Leader(s):
Leader Bios
James Martin, Unidentified Accounting Firm
James (Jim) Martin, CPA, is a true general practitioner who, for 38+ years, has specialized in both income tax and accounting and audit areas. In addition to serving the accounting and tax needs of 150 clients, Jim performs 75-80 continuing education seminars per year for CPAs and attorneys throughout the United States. Jim’s philosophy of CPE is simple: spend time on topics of applicability and relevance to all and present the topics in an entertaining and fast-moving manner. Jim also regularly consults with CPA firms throughout the United States on a variety of accounting and auditing technical issues and serves as expert counsel in litigation manners.
Non-Member Price $255
Member Price $205