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New Quality Management Standards Webinar Series
Audit & Assurance
Webcast

New Quality Management Standards Webinar Series

Gain a thorough understanding of risk assessment and quality management to create effective quality management systems for your firm’s A&A practice.

$213 - $261
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

NASBA Field of Study

Auditing

Level

Basic

CPE Credits

5

Instructor

Jeffrey Rapaglia, Sherry Chesser, Alan Long

Sessions

4

Availability

3 months

Product Number

WCAAQMS2407B

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 Business & partner 
Product Details

Boost your understanding of the new quality management standards

The QM standards have been revised — and now is the time to gain an understanding of the new requirements and begin your implementation plans.

Based upon feedback and tailored to meet the needs of firms of varying sizes, the new QM standards have a risk-based approach that requires firms to customize the design, implementation and operation of their system of quality. It is no longer one-size-fits-all. Get the information you need to transition efficiently and effectively.

Bundle and don’t miss anything

In this bundled, four-part webcast series, you’ll gain a thorough understanding of:

  • The new QM standards
  • Fundamentals of risk assessment for quality management
  • What’s expected of CPAs and firms under the new QM standards
  • Changes to the monitoring and remediation processes
  • And much more

You’ll take a deep dive into aspects of the Auditing Standard Board’s (ASB) Statement on Quality Management Standards (SQMS) No. 1, A Firm’s System of Quality Management.

Attendance in this four-part series will earn you up to five CPE credits. You can participate in one or all based on your interest in the topics and in any order. Each webcast will be rebroadcast in October and December.

Key Topics

  • Quality management
  • Peer review
  • Audits

Learning Outcomes

  • Identify the steps to performing a risk assessment under the new QM standards.
  • Recognize the components of QM standards.
  • Identify responsibilities for everyone involved in QM systems.
  • Recognize the engagement partner’s responsibility for quality management at the engagement level.
  • Analyze how deficiencies are identified and learn how to evaluate their severity.

Who Will Benefit

  • CPAs
  • Peer reviewers
  • QM directors
  • AICPA members
  • Auditors
Credit Info
CPE Credits
5
NASBA Field of Study
Auditing
Level
Basic
Prerequisites
None
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
4 hrs
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Nonmembers
$261.00
AICPA Members
$213.00
CIMA Members
$213.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Jeffrey Rapaglia
FORVIS, LLP
Jeff Rapaglia is a Partner within Dixon Hughes Goodman, LLP’s (DHG) Professional Standards Group. Jeff has extensive knowledge of, and insight into, the key challenges facing the audit profession, including major initiatives undertaken by the regulators and standard-setters. He brings more than 20 years of extensive professional experience, having spent more than three years as Technical Director of Professional Practice for the Center for Audit Quality (CAQ), and several years prior as a Senior Manager within the Public Company Accounting Oversight Board’s (PCAOB) Office of Research and Analysis. Prior to these roles, Jeff was Vice President of Financial Reporting for a smaller public financial institution and started his career at a Big Four firm. Jeffrey holds a Bachelor of Business Administration with a concentration in Accounting from the University of Massachusetts at Amherst, and is a Certified Public Accountant licensed in Massachusetts and North Carolina. Jeffrey’s responsibilities include evaluating and enhancing the firm’s audit methodology, authoring knowledge-share content including DHG's comment letter responses to certain regulatory proposals, and developing policies and interpretive guidance on accounting and auditing standards. Jeffrey also serves as an additional technical resource regarding SEC, PCAOB and other public company matters; and continues to be an active member of the American Institute of Certified Public Accountants (AICPA) and the CAQ, with current or past service on various committees and task forces, including the CAQ’s Smaller Firm Task Force and the AICPA's Auditor's Reporting Model and Quality Control Task Forces.
Sherry Chesser
Landmark PLC
Sherry Chesser is a member of Landmark PLC and focuses a majority of her time in the assurance and bond arbitrage practice areas, with industry experience in tax exempt debt compliance, employee benefit plans and nonprofit organizations. In addition, she serves on the management team of the firm and conducts peer reviews, with a focus on peer reviews of benefit plans. Prior to joining Landmark in 2006, Sherry spent 15 years with other public accounting firms providing tax and audit services to a broad base of clients, and also served as a controller for a nonprofit organization. In 2015, she was appointed to the Arkansas State Board of Public Accountancy for a five-year term and is currently serving her final year as President of the board. In addition, she is a committee member of NASBA’s Compliance Assurance Committee and previously served on the Arkansas Peer Review Committee. (ASB Member since 2020-2021)
Alan Long
CPA, CITP, CGMA
G. Alan Long, CPA, CITP, CGMA, is the managing member of Baldwin. Alan received his accounting degree from Eastern Kentucky University in 1979 and was certified in 1981. His service to the profession includes having been President and Secretary/Treasurer of the Kentucky Society of CPAs, chair of the Education Foundation of the KYCPA, a member of the Peer Review Board and Leadership Council of the AICPA as well as a member of the Kentucky State Board of Accountancy. Alan is an Instructor for Continuing Education Classes for the AICPA. He received the 2005 Distinguished Alumnus Award from the School of Business & Technology at Eastern Kentucky University. Alan and his wife Teresa reside in Richmond, KY. (Member since 2016-2017)
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The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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