Events Search
  Summary & Check Out (0)
Tuesday, December 3, 2024 Live Webcast

Guide to the AICPA Quality Management Standards (X1-AQM2-2024-01-WEBNR-338-01)

2:00 PM - 4:00 PM EST
webcast

Vendor Platform

2 CPE Credits in AA

OVERVIEW

Over the past few years, the AICPA revamped the quality management standards by issuing Statement on Quality Management Standards 1, 2, and 3 (SQMS 1, SQMS 2, and SQMS 3, respectively), SSARS No. 26, and SAS 146, Quality Management for an Engagement Conducted in Accordance with Generally Accepted Auditing Standards (SAS 146). These standards, effective December 15, 2025, modernize quality management standards to reflect an increased focus on risk assessment, technology use, and the presence of outside experts on many engagements. With a risk-based approach, the standards enhance requirements for engagement quality reviews, encourage QMS monitoring, and focus on the entire system of quality control maintained by a firm. We will cover the key provisions of the standards, how to effectively implement them, and what you need to do today to prepare for the required implementation. The earlier your firm begins the transition, the better off you will be.

DESIGNED FOR

Auditors in public accounting in a partner, owner, or managerial role

BENEFITS

  • Quality management standards
  • SSARS No. 26
  • SAS 146
  • Risk assessment and risk-based approaches to quality management
  • Audit engagement leadership
  • Managing technology and the use of external service providers

HIGHLIGHTS

  • Identify key provisions of SQMS 1, SQMS 2, and SQMS 3
  • Recall quality management provisions in SAS 146 and SSARS No. 26
  • Understand the role of firm leadership in establishing quality management standards
  • Recall the requirements for engagement quality reviews

COURSE LEVEL

Intermediate

PREREQUISITES

Experienced auditors and auditors in a managerial position with responsibilities related to maintaining firm quality control

ADVANCE PREPARATION

None

INSTRUCTOR

Margaret Thomas

Margaret Shaw Thomas, CPA, CGMA, MHA

Marci Thomas, MHA, CPA, CGMA, licensed as a CPA in Georgia and North Carolina, is an author and nationally recognized speaker on various accounting and auditing topics to companies, nonprofits, CPA firms, and state societies of CPAs around the country. A frequent speaker at local, regional, and national conferences, she also writes and teaches courses in governance, financial management, grants accounting, strategy, and various operational topics. Marci is a clinical assistant professor in the School of Public Health at the University of North Carolina at Chapel Hill. She works with numerous accounting firms, performing quality control and efficiency reviews; and with boards on strategic planning, internal control, and governance issues. Marci serves on the Not-for-Profit Committee for the North Carolina Association of CPAs. Marci has written and co-written several books, including Essentials of Physician Practice Management, published by Jossey Bass in 2004. Her book Best of Boards: Sound Governance and Leadership for Nonprofit Organizations was published by the AICPA and Wiley Publishing in 2018 and is on its second printing. Her book on health care financial management was published by Wiley Publishing in 2014, with a new edition expected in 2020. Marci received her Bachelor in Business Administration with a concentration in accounting from the Georgia State University and her Masters in Health Administration from the University of North Carolina at Chapel Hill.

PRICING

$99.00 - Member

$119.00 - Nonmember

Register Today


Note: Online pre-registration will close on December 3 at 1:30 PM.

ADDITIONAL OPTIONS

Remind me to register

Print a registration form

COURSE DEVELOPER

Surgent