Quality Management: Now What?

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Availability

Registration Required
(10 seats available)

550 W Jackson Blvd
1st Floor Conference Room
Chicago, IL 60661

Nov 03, 2026 9:00 AM - 12:30 PM CT

Cost

Member: $210.00

Non-Member: $260.00

Retired: $210.00

Educator & Government & Non-Profit Member: $210.00

Credit Offered

4 CPE Credits

Field of Study:

4 Auditing

Move beyond the design of your firm’s quality management (QM) system and focus on what matters most—whether it works in practice and meets your firm’s needs. Bridge the gap between written policies and day-to-day execution by exploring how responses to risk should operate in practice and how monitoring and inspection plans help support leadership’s required annual conclusion on system effectiveness. Also, examine how peer reviewers are evaluating QM and review common issues and observations emerging from firms’ implementation efforts.

Heather Lindquist

CPA, Director, Peer Review & Professional Standards, Peer Review Alliance, Illinois CPA Society

Heather is the Director of Peer Review & Professional Standards for the Peer Review Alliance. The Alliance administers peer reviews for firms across seven states, including Illinois, Indiana, Iowa, Kentucky, South Carolina, West Virginia, and Wisconsin. Heather is a member of the AICPA Peer Review Board's Technical Reviewer Advisory Task Force (TRATF) and also serves as a member of the Board's Education and Communication Task Force (ECTF).

A graduate of Illinois Wesleyan University, Heather spent six years with RSM US LLP working mainly on not-for-profit and local government audits before joining the Illinois CPA Society in 2016. Heather's work centers around peer review, but she also serves as the staff liaison for the Illinois CPA Society's Audit and Assurance Services Committee.

Paul Pierson

CPA, Senior Director, Peer Review & Professional Standards, Peer Review Alliance, Illinois CPA Society

Paul Pierson, CPA is Senior Director of Peer Review & Professional Standards for the Illinois CPA Society’s Peer Review Alliance. In this capacity, he oversees the administration of the Peer Review Program for approximately 1,700 CPA firms in Illinois, Indiana, Iowa, Kentucky, South Carolina, West Virginia, and Wisconsin. Paul currently serves on the AICPA Peer Review Board’s CPA on Staff Advisory Task Force, having recently completed a term on the Board’s Oversight Task Force. Paul graduated from Illinois State University and was an audit manager and peer review team member with a large, local CPA firm in East Peoria, Illinois prior to joining the Society.

Paul resides in Antioch, Illinois with his wife and daughter and is an avid motorcycle and motorsports enthusiast.