Navigating Through CSQM1 and CSQM2 for Sustainable Success
This in-depth course provides a thorough examination of Quality Management Systems (QMS) within Certified Public Accountant (CPA) firms, focusing primarily on the requirements and standards set out in the Canadian Standard on Quality Management 1 (CSQM 1). Presented by Gustavo and Sara Jimenez, partners at SG-LLP in Calgary, Alberta, the course delves into the various facets of quality management, covering compliance, taxation engagements, and more, to ensure that CPA firms meet and exceed both client expectations and regulatory requirements.
The course begins with a definition of quality management, its significance in CPA practices, and the transition from quality control to quality management through CSQM 1 and CSQM 2. The presenters emphasize the holistic nature of quality management, tying it to all areas of a firm's operations including governance, leadership, engagement, and performance. The importance of not reinventing the wheel is stressed, with a call to utilize existing resources and modify them according to the firm’s needs.
Gustavo and Sara provide a detailed roadmap for implementing CSQM 1, discussing the required elements, deadlines, and providing real-world applications and challenges that may arise in the process. They also delve into the ongoing nature of quality management, highlighting the need for continual assessment and improvement, and the role of periodic evaluations to ensure effectiveness.
In addition to the technical aspects, the course also touches upon the human and technological resources crucial for a successful QMS, from personnel development and competence in remote work environments to the use of IT applications and external service providers. The scalability of the QMS requirements is emphasized, providing guidance for firms of all sizes on effective implementation.
The CPA Small Practitioners’ Forum was created to offer an inviting, semi-causal, and easygoing professional development weekend that provides substantial professional development value to small practitioners. All profit earned by the CPA Small Practitioners’ Forum is donated to the Alberta CPA Education Foundation, so you are helping young people in Canada get scholarships for university. All these courses are reviewed by the delegates at the Forum in Banff annually so we have a great lineup that is adjusted every year to keep things relevant to small practitioners. If you work at a public accounting firm in Canada with employees of 1-50 people, you are our target demographic and you should find this course useful.
CPA, CGA, CFE
Gustavo Jiménez has more than ten years of experience in business and accounting. With a background in banking, real estate, and not for profit work Gustavo brings his business knowledge together with his knowledge and experience in accounting and tax to meet the needs of your business. His business experience includes working with public companies, owner-managed businesses, construction, property development and real estate companies as well as, provision of a variety of taxation services. Gustavo has worked in internal audit, assisting in the development and review of internal controls and as a controller in the public sector, adding a unique dimension to his accounting knowledge and experience. Gustavo has also worked as a real estate associate in Calgary for nine years giving him an extensive knowledge of the city and the needs and interests of Calgarians.
CPA, CA, CFF, CFE
Sara Jiménez has more than fifteen years of experience in professional accounting. With an extensive background in accounting, assurance, forensic evaluation, and litigation support services, Sara is able to meet the various accounting challenges you may be presented with. Her investigative experience includes forensic investigations in connection with bank theft and investigating banking and investment transactions in cases of fraud, including mortgage fraud, and on behalf of creditors in insolvency and restructuring cases. Sara also performs damages quantification with regards to breach of contracts and has worked on mandates in a variety of industries, including oil and gas, professional services, construction and engineering. Sara has worked extensively with CPA Canada and CPA Alberta, developing, facilitating and working with professional accounting students.
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.
