Path to Implementation: CSQM 1

Design. Implement. Monitor: CSQM 1 in Action a Guided Workshop

Workshop Outcomes

By the end of this guided workshop, you will have a fully designed system of quality management that meets all the requirements of CSQM 1. This session will provide you with peace of mind and save you precious time. In addition, you will:

  • Appreciate the requirements of the new standard and the impact on your Firm
  • Identify and assess quality risks specific to your Firm and the engagement it performs
  • Design risk responses, including specified responses
  • Understand monitoring activities and establish your process for addressing deficiencies
  • Develop an approach to evaluating your system of quality management

What makes this approach different:

  • One-time fee. No ongoing subscription costs
  • Step-by-step guidance at each stage
  • Clear, concise reports that are easy to read and understand
  • Fully populated SQMT tailored to your firm 
  • Practical and intuitive approach
  • A proven methodology to save you 100’s of hours. For practitioners, by practitioners

If you have questions, please contact us by email.

Course Content

Module 1: SQMT Overview
1.1 CSQM 1 and SQMT Overview
1.2 SQMT Installation Files and User Guide
MODULE 2: SQMT Set Up
2.1 SQMT Setup – Entering Firm Details
2.2 SQMT Setup – Inputting System Roles
2.3 SQMT Setup – Understanding External Linked Files Register
2.4 SQMT Setup – Understanding Category and Drop-down Options
2.5 SQMT Setup – Using the Glossary
MODULE 3: Quality Objectives
3.1 Quality Objectives Overview
MODULE 4: Identifying and Assessing Quality Risks
MODULE 5: Tailoring Policies and Procedures
5.1 Tailoring Policies and Procedures in SQMT
MODULE 6: Next Steps: Monitoring, Remediating and Evaluating
6.2 Next Steps Video
6.3 Completed Monitoring Plan Example
6.4 Evaluation Wording for SQMT
MODULE 7: Reports
7.1 Reports in SQMT
7.2 What to send in for Practice Inspection