The Practical Path to QMS Implementation - Oklahoma Society of CPAs

Overview

This event is offered in collaboration with the Minnesota Society of CPAs.

Gain a clear, practical understanding of the new Quality Management Standards (QMS). Discover how the updated requirements align with your current firm practices and identify areas already meeting compliance through existing Quality Control standards. Dive into the core elements that support a smooth and effective transition to QMS, including real-world implementation insights and common pitfalls to avoid. Walk away with proven strategies for ongoing monitoring and sustaining high-quality performance within the QMS framework.

BONUS! Registration for this event includes a special interactive Q&A session on Aug. 13 from 10 - 11:30 a.m. This is a perfect time to get your specific questions answered about QMS implementation in your firm. Please note: No CPE is available for this bonus event.

Highlights

Structure and intent of the new Quality Management Standards (QMS)
Practical guidance for implementing the QMS framework, including key components and common challenges
Methods for effective monitoring and continuous improvement within the QMS

Prerequisites

Foundational understanding of existing Quality Control (QC) standards and familiarity with your firm’s current quality management practice

Designed For

Audit and assurance managers, senior managers, partners and other firm leaders involved in overseeing quality management and assurance services

Objectives

Gain a clear understanding of the new Quality Management Standards (QMS) and how it differs from previous standards
Recognize which elements of the new standard are already being met within your firms
Get guidance for implementing the QMS framework
Learn straightforward methods for effective monitoring and continuous improvement within the QMS

Preparation

None

Credits

Level

Code

Vendor

Fields of Study

Leader Bios

Corey Schmidt, AHI Associates

Corey Schmidt, CPA, joined ACCOUNTability Plus, LLC with a decade of prior public accounting experience, focused on providing A&A services to clients in a variety of industries. Corey’s role at ACCOUNTability Plus, LLC is concentrated on working with A&A leaders to help firms challenge and redesign their current approach to be more provocative, more efficient and prepare them for auditing in the future.

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Tyler Anderson, AHI Associates

Tyler Anderson, CPA, is partner and director of A&A innovation at ACCOUNTability Plus, LLC. Tyler has focused on guiding A&A firm leaders towards a more efficient and accurate approach to client services by challenging existing workflows. Tyler’s prior career spans public accounting and state government internal audit.

Also, Tyler has also proudly served in the Minnesota Army National Guard for the past 20 years, currently holding the rank of Major with the 34th Infantry Division.

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