Quality Management Annual Update Session – Assurance Firms



Now that we have spent time and resources implementing the new quality management standards (CSQM1) how do we ensure we are keeping the documentation and processes up-to-date?  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 and cyclical monitoring requirements, and how to approach root cause analysis and related remediation documentation.

In this session we will cover:

  • Brief overview of the annual assessment requirements
  • Annual and cyclical monitoring requirements
  • Recommendations on how to keep your quality management documentation up to date 

Date Nov. 10, 2023 | Time 9AM – 11AM PT | Online | $128

Session Completed – Upon purchase you will receive:

  • Copy of the session material
  • Clearline Consulting resource to help navigate the Quality Management Guide 
  • Download link and password to the recorded live session


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