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Live In-Person

Quality Management: The Next Steps

Thursday, Oct. 29, 2026
8:30 a.m.-4:30 p.m. Central
8 CPE (8 technical)
Minnesota Society of CPAs, Bloomington

Course code: 26SR-0034
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Quality Management (QM) standards implementation is only the beginning. Dive into a discussion on how to transition from simply "having" a QM system to proving it works. Through real-world examples, peer review insights and interactive discussions, explore common post-implementation breakdowns, develop practical monitoring approaches tailored to firm risks and learn how to distinguish documented policies from evidence of actual execution. Also learn to evaluate findings, identify root causes and design effective remedial actions to ultimately strengthen your firm's ability to demonstrate compliance with evolving quality management standards.

Major subjects

  • Monitoring and evaluation of quality management standards.
  • Operational effectiveness and documentation.
  • Root cause analysis and remediation.
  • Annual conclusions and leadership responsibilities.

Learning objectives

  • Assess whether your firm's quality management system is functioning as intended and meeting requirements.
  • Develop practical monitoring approaches that align with your firm's risks, size and complexity.
  • Identify root causes of findings and implement remediation strategies that drive continuous improvement.
  • Demonstrate operational effectiveness with clear, defensible evidence to support annual evaluations and peer review readiness.

Who should take this program?

  • Managing partners, quality management leaders, peer reviewers and audit and accounting professionals.

Pricing

Standard Member Fee $425.00
checkmark Standard Nonmember Fee $525.00

MNCPA members save $100.00. Become a member.

Our records indicate you are a nonmember. If you register, you will be charged $525.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
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More program information

Instructors Heather Lindquist, CPA
Paul Pierson, CPA
Location Minnesota Society of CPAs
1650 W 82nd St
Ste 600
Bloomington, MN
Area
of study
Accounting & audit
Field(s)
of study
Auditing - Technical (8.0)
Level Intermediate
Format Group Live
Sponsor MNCPA
NASBA ID#: 139884
Prerequisites Prereq. Foundational understanding of the AICPA Quality Management Standards and familiarity with the design and implementation of a firm's quality management system.
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
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