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QM Conversations: Client Acceptance and Engagement Continuance, Engagement Performance, and Information and Communication

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2.00 Credits

Member Price $125

Non-Member Price $149

Overview

Enhancing engagement and information flow

Three fundamental QM components are client acceptance and continuance, engagement performance, and information and communication. 

You will learn methods for assessing risks associated with:
- Client acceptance 
- Engagement performance
- Internal and external communication

This “QM Conversation” will guide participants in creating responses that enhance engagement quality and ensure effective information flow. 

You’ll also get best practices for:
- Managing the performance of quality engagements across diverse teams
- Selecting and maintaining client relationships aligned with organizational standards
- Enhancing information and communication flow

Included with your registration
Ask About QM: Client Acceptance, Engagement Performance, and Communication 
Tuesday, June 17
1:00 – 2:00pm ET
1 CPE Credit 

The Ask About QM series is designed to be fast-paced and interactive. It offers a condensed, high-impact Q&A session and live participant-driven discussions on focused topics.

Prerequisites

Familiarity with the AICPA Statements on Quality Management Standards.

Designed For

  • Auditors 
  • Quality management directors 
  • Peer reviewers

Objectives

  • Identify methods for evaluating risks associated with client acceptance and engagement performance.
  • Recognize best practices for internal and external communication. 
  • Recall strategies for managing the performance of quality engagements across diverse teams.

Leader(s):

Leader Bios

Renee Rampulla, AICPA

Renee Rampulla, CPA, CGMA has over twenty years of professional experience. She consults, writes, and lectures on technical accounting and auditing issues. Renee has extensive experience in the auditing of public and privately held entities ranging from the manufacturing and service sectors, to financial services. Previously she was a partner in a regional accounting firm in the northeast in charge of the firm’s accounting and auditing practice and their quality control group. Renee is the founder of Rampulla Advisory Services, LLC. Her clients include nationally recognized professional organizations, accounting firms, companies, publishers and others. By devoting several years of her career at both regional and Big Four accounting firms Renee accumulated a wealth of technical and practical knowledge. In addition, while working for the American Institute of Certified Public Accountants (AICPA), she performed professional ethics investigations; worked closely with senior technical committees; presented technical guidance before standard setters; and authored and updated several AICPA publications. For several years Renee has been an adjunct lecturer at a university in New York City. She has taught numerous undergraduate accounting and auditing courses. Renee enjoys teaching and is an instructor and author of several continuing professional education courses for the AICPA, the New York State Society of Certified Public Accountants’ (NYSSCPA) Foundation for Accounting Education (FAE), and other organizations, covering a variety of FASB and IFRS accounting guidance along with PCAOB and ASB auditing standards. Renee holds a BBA in Public Accounting from Bernard M. Baruch College. She is a member of the AICPA, the NYSSCPA, the New Jersey State Society of Certified Public Accountants (NJSCPA), the Institute of Management Accountants, the American Woman’s Society of Certified Public Accountants, the Association of Certified Fraud Examiners, and the National Conference of Certified Public Accountants Practitioners

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Non-Member Price $149

Member Price $125