For firms that have already implemented CSQM 1. This session highlights 2026 updates, changes and considerations to help you complete annual monitoring and update your existing CSQM 1 system.
This session is designed for assurance firms that have already implemented CSQM 1 and are now completing their annual quality management and monitoring activities.
This is not a “how to implement CSQM 1” course. Instead, the session focuses on what existing CSQM 1 systems may need to address or update for the current annual cycle. We will highlight changes, developments and practical considerations that may affect your firm’s quality objectives, quality risks, responses, engagement-level processes and monitoring activities.
The goal is to help firms determine what needs attention this year, what documentation may need to be updated, and what can reasonably be carried forward from the prior year.
This session is particularly helpful for partners, quality management leaders and others responsible for maintaining and annually evaluating an established CSQM 1 system who want practical guidance on completing the 2026 annual cycle efficiently and appropriately.
Already implemented CSQM 1? This session will help you maintain it, update it and complete your 2026 annual requirements — rather than start from scratch.
Helping Firms Thrive and Survive
Clearline Consulting provides practitioners and their staff with the tools, training and advice they need to succeed and build thriving accounting firms. From tax compliance to estate planning, file monitoring to assisting with practice review, staff training to customized consulting solutions, our team exists to serve the needs of small to mid-sized public practice firms across Canada. Our collaborative, integrated approach means your firm has access to and support from knowledgeable practitioners who are in front of the ever-changing standards environment. Our core services include supporting firms with the implementation of the quality management standards, external file monitoring, services for accounting, assurance and taxation maters, provisions of templates and resources, practice management and risk mitigation consultations.
Partner and co-founder of Clearline Consulting
Bridget has 20 years of experience in the accounting profession. Bridget is an assurance partner of Clearline CPA and co-founder of Clearline Consulting. Through these two diverse, however complimentary roles, her days are devoted to small and mid-size public practice firms and our clients. Bridget has many perspectives within the accounting profession. As an assurance partner, a past and present board member and a consultant working with CPABC, CPA Canada and 300+ small to mid-size firms throughout Canada. Bridget has authored and facilitated CPA courses for the profession for over 20 years and provides firm training and support in all areas of standards and regulatory compliance, practice management, quality management and file reviews.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
