Summit26 Pre-Conference - Quality Management: Now What?

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Availability

Registration Required

Donald E. Stephens Convention Center
5555 N River Rd, Rosemont, IL 6001

Aug 25, 2026 1:00 PM - 5:00 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 andobservations emerging from firms’ implementation efforts

Heather Lindquist

Heather Lindquist, CPA is the Director of Peer Review & Professional Standards for the Illinois CPA Society’s 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

Paul is Director of Professional Standards and Peer Review for the Illinois CPA Society. In this capacity, he oversees the administration of the Peer Review Program for approximately 1,500 CPA firms in Illinois and Iowa. Paul has served as a discussion leader at the AICPA’s Annual Peer Review Conference and Advanced Reviewer Training Course as well as several state CPA society conferences and chapter events. He is also responsible for monitoring the continuing professional education and licensing rules in Illinois and Iowa and responding to member inquiries regarding those matters.

Paul has served on the Technical Reviewers Advisory Task Force to the AICPA Peer Review Board, and currently serves as staff liaison to the Peer Review Report Acceptance and Employment Benefits Committees of the Illinois CPA Society. He also oversees the Society’s Accounting Principles, Audit and Assurance Services, Not-for-Profit, Governmental, and Ethics Committees. Paul graduated from Illinois State University with a BS in Accounting and was an audit manager with a large, local CPA firm in East Peoria, Illinois, prior to joining the Society.