Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Participants will apply the Canadian Standards on Quality Management (CSQM 1 and CSQM 2) using a case‑based approach to identify quality objectives, assess quality risks, and design tailored responses for small to mid‑size firms. Participants will also connect monitoring and remediation activities to the annual evaluation of the system of quality management (SOQM) and document decisions appropriately.
Topics include:
- Refresher on CSQM 1 and CSQM 2.
- Case‑based identification of quality objectives and risks.
- Designing and implementing responses (including specified responses such as ethics, acceptance/continuance, information and communication, complaints/allegations, EQR, and monitoring/remediation).
- Documentation expectations for the risk assessment process and responses.
- Integrating monitoring results and remediation into the SOQM evaluation.
NOTE: This course description has been revised and reflects updates for 2026. If you have any questions, please contact pdevents@cpaontario.ca.
Schedule
- February 10, 2027, 8:30 a.m. - 12:30 p.m.
- February 11, 2027, 8:30 a.m. - 12:30 p.m.
Key Takeaways
By the end of this course, participants should be able to:
- Summarize the firm’s quality objectives and identify related quality risks.
- Design and document firm‑specific responses to address assessed risks.
- Describe the monitoring and remediation process and how it links to the SOQM annual evaluation.
- Identify available tools and resources to support implementation and documentation.
Who Will Benefit
- Assurance practitioners responsible for, or involved in, the firm’s quality management system.
- Partners and managers in small to mid‑size firms seeking practical, scalable implementation guidance.
Prerequisite(s)
- An understanding of CSQM 1, CSQM 2, and CAS 220; or
- Completion of Quality Management: Review of the New Standards for Assurance Providers (CSQM 1 and 2).
How to Access the Course
This course is delivered as a live webinar. To receive verifiable CPD hours, you must attend the session live. We recommend joining at least 5 minutes before the scheduled start time. For the best interactive experience, please use a computer equipped with a camera and microphone.
A reminder email with the Zoom link and course details will be sent two business days before the session. If you do not receive it, please check your spam or junk folder.
The same information, including any available materials, will also be posted in advance on our Blackboard LMS.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
Francis (Frank) Seguin, CPA, CA, has over 25 years’ experience providing training, lecturing, assurance and advisory services to clients based in Ontario, throughout Canada and internationally, with a focus on the broader public sector and not-for-profit organizations. He has worked in professional services’ firm for over 20 years as well as in industry, and currently lectures for CPA Ontario and CPA Quebec; he has also lectured on a part-time basis at the bachelors’ and graduate levels in the Université du Québec en Outaouais and the University of Ottawa.