As we approach the first annual update deadline of December 14, 2023, we will go over the requirements for the annual assessment of the firm’s quality management system, including annual monitoring, cyclical monitoring, root cause analysis and related remediation.
Date Nov. 10, 2023 | Time 9AM – 11AM PT | Online | $128
In this session we will cover:
- Brief overview of the annual assessment requirements
- Monitoring requirements
- Recommendations on how to get started
Facilitator: Bridget Noonan, CPA, CA
Intended participant: This session is for the firm’s quality mangement firm leader(s) who are those responsible for the ongoing monitoring of the firm’s system of quality management and related processes such as templates, resources and training.
Verifiable CPD Hours: 2.0
Ethics Hours Included: 0.25