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Accounting & Assurance
Quality Management - Application for Assurance Providers (Live Webinar)
DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
Overview
This session provides participants with a brief overview of the newly issued Canadian Standard for Quality Management (CSQM1 and CSQM2) requirements. The session will provide examples of common quality control objectives, risks and responses for small to mid-size firms and provides participants with the opportunity to tailor these to their firm’s specific circumstances.
| This is an online virtual offering. Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns. |
Course Description
This session will assist in identifying and documenting the firm’s quality objectives, the identification and assessment of common quality risks to meeting these objectives, and the design and implementation of the firm’s response to these quality risks. The session will refer to CPA Canada’s Quality Management Guide as an example template to assist practitioners in documenting the firm’s processes and policies.
Applicable for
This course is intended for assurance practitioners who are in charge of or familiar with the firm’s quality control processes.
Learning Objectives
- identify the resources available through the CPA Canada Quality Management (name of new product to be update) subscription
- summarize and document the quality objectives of the firm and the identified quality risks
- design and document a firm’s specific responses to these risks
- describe and document the monitoring and remediation process
- describe the annual evaluation of the firm’s SOQM
Content
- a brief refresher of the new standards
- case study approach to the identification of quality objectives and quality risks
- discussions used to design and implement responses
- example of implementation of monitoring (firm and engagement level)
- examples of how to respond to identified deficiencies
- monitoring and remediation requirements
- understanding the documentation requirements
Course Dates & Registration
Dec 9, 2024
9:00AM - 12:30PM
Online Virtual
Diane McDonald
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Diane E. McDonald, CPA, CA is a sole practitioner who has been in public practice for over 40 years in Ontario and BC. Today, Diane provides consulting and professional practice services throughout B.C. Diane works with companies and practitioners navigating Canadian and SEC financial reporting obligations and provides accounting and financial reporting consultation services on the application of IFRS, ASPE, ASNFPO and U.S. GAAP. Diane also works with practitioners performing audits and review engagements, assisting them with the design and application of assurance standards. Diane develops and provides professional development training for preparers of financial statements, their auditors and accountants and provides monitoring, EQCR and other services to practitioners.
Diane E. McDonald, CPA, CA is a sole practitioner who has been in public practice for over 40 years in Ontario and BC. Today, Diane provides consulting and professional practice services throughout B.C. Diane works with companies and practitioners navigating Canadian and SEC financial reporting obligations and provides accounting and financial reporting consultation services on the application of IFRS, ASPE, ASNFPO and U.S. GAAP. Diane also works with practitioners performing audits and review engagements, assisting them with the design and application of assurance standards. Diane develops and provides professional development training for preparers of financial statements, their auditors and accountants and provides monitoring, EQCR and other services to practitioners.
Past
Improving Your Virtual Learning Experience
| To enhance the virtual learning experience, we encourage participants to have their cameras turned on. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration. Live Webinar FAQs can be found here. |
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
Level up with CPA PRO. Designed by the CPA profession for CPAs, these courses help you adapt to industry changes and advance your career with the latest industry content delivered in a way that works
Course Details
Cost
$210
Members
$210
Non-Members
Eligible Hours
- 3.5
- CPD Hours
- 0.25
- Ethics Hours
- 0
- AML Hours
Passport
- 5
- Credits
Interested in similar content?
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
Accounting & Assurance
Quality Management - Application for Assurance Providers (Live Webinar)
DELIVERY FORMAT
Online Virtual
SEMINAR TYPE
PD Seminar
Course Details
Cost
$210
Members
$210
Non-Members
Eligible Hours
- 3.5
- CPD Hours
- 0.25
- Ethics Hours
- 0
- AML Hours
Passport
- 5
- Credits
Overview
This session provides participants with a brief overview of the newly issued Canadian Standard for Quality Management (CSQM1 and CSQM2) requirements. The session will provide examples of common quality control objectives, risks and responses for small to mid-size firms and provides participants with the opportunity to tailor these to their firm’s specific circumstances.
| This is an online virtual offering. Live webinars have varying levels of expected interaction, with some requiring microphone and camera capabilities to support a proper learning experience – please email pdreg@bccpa.ca if you have concerns. |
Course Description
This session will assist in identifying and documenting the firm’s quality objectives, the identification and assessment of common quality risks to meeting these objectives, and the design and implementation of the firm’s response to these quality risks. The session will refer to CPA Canada’s Quality Management Guide as an example template to assist practitioners in documenting the firm’s processes and policies.
Applicable for
This course is intended for assurance practitioners who are in charge of or familiar with the firm’s quality control processes.
Learning Objectives
- identify the resources available through the CPA Canada Quality Management (name of new product to be update) subscription
- summarize and document the quality objectives of the firm and the identified quality risks
- design and document a firm’s specific responses to these risks
- describe and document the monitoring and remediation process
- describe the annual evaluation of the firm’s SOQM
Content
- a brief refresher of the new standards
- case study approach to the identification of quality objectives and quality risks
- discussions used to design and implement responses
- example of implementation of monitoring (firm and engagement level)
- examples of how to respond to identified deficiencies
- monitoring and remediation requirements
- understanding the documentation requirements
Course Dates & Registration
Dec 9, 2024
9:00AM - 12:30PM
Online Virtual
Diane McDonald
Diane E. McDonald, CPA, CA is a sole practitioner who has been in public practice for over 40 years in Ontario and BC. Today, Diane provides consulting and professional practice services throughout B.C. Diane works with companies and practitioners navigating Canadian and SEC financial reporting obligations and provides accounting and financial reporting consultation services on the application of IFRS, ASPE, ASNFPO and U.S. GAAP. Diane also works with practitioners performing audits and review engagements, assisting them with the design and application of assurance standards. Diane develops and provides professional development training for preparers of financial statements, their auditors and accountants and provides monitoring, EQCR and other services to practitioners.
Diane E. McDonald, CPA, CA is a sole practitioner who has been in public practice for over 40 years in Ontario and BC. Today, Diane provides consulting and professional practice services throughout B.C. Diane works with companies and practitioners navigating Canadian and SEC financial reporting obligations and provides accounting and financial reporting consultation services on the application of IFRS, ASPE, ASNFPO and U.S. GAAP. Diane also works with practitioners performing audits and review engagements, assisting them with the design and application of assurance standards. Diane develops and provides professional development training for preparers of financial statements, their auditors and accountants and provides monitoring, EQCR and other services to practitioners.
Past
Improving Your Virtual Learning Experience
| To enhance the virtual learning experience, we encourage participants to have their cameras turned on. This practice promotes a stronger connection with the instructor and fellow participants, and fosters improved communication and collaboration. Live Webinar FAQs can be found here. |
Registration terms and conditions, including the cancellation policy can be found here. If you require further assistance, please contact the PD Department.
Interested in similar content?
Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.
Level up with CPA PRO. Designed by the CPA profession for CPAs, these courses help you adapt to industry changes and advance your career with the latest industry content delivered in a way that works