Quality Management Standards Roundtable - Virtual
Overview
Join us for a special peer review roundtable focused on the challenges firms are facing as they work to implement the AICPA’s new Quality Management Standards (QMS) by December 15, 2025.
While guidance and tools are widely available, many firms are still struggling to translate the AICPA’s resources into practical implementation strategies. This session is designed to create an open, supportive forum for sharing ideas, concerns, and solutions.
Jacob Winkler, CPA, of Arledge & Associates, will lead the discussion, bringing insight from his firm’s ongoing efforts to adopt the new QMS framework. To provide context and expert guidance, we’re also bringing in Dave Arman, CPA, Senior Manager on the AICPA’s Audit & Accounting Quality team. Dave leads the AICPA’s Enhancing Audit Quality (EAQ) initiative and will kick off the session with a brief presentation on QMS before returning for a Q&A session at the end of the roundtable.
Highlights
Leader(s):
Leader Bios
David Arman, Senior Manager, AICPA
Dave Arman, CPA is a Senior Manager on the AICPA’s Audit & Accounting Quality team.
Jacob Winkler, Partner, Arledge & Associates, P.C.
Jake Winkler, CPA is a shareholder with Arledge and Associates, P.C. with more than 15 years of experience. His areas of expertise include corporate accounting, audit and personal finance. He has extensive industry expertise in government, insurance, employee benefit plans and healthcare. A graduate of the University of Central Oklahoma, he holds an MBA and a Bachelor of Science degree in Accounting. He is currently a member of the American Institute of Certified Public Accountants and the Oklahoma Society of CPAs. He serves on the Audit Committee of Upward Transitions, the Accounting Careers Committee and Governmental Accounting & Auditing Committee of the OSCPA, and serves as Treasurer for the Freedom School of Oklahoma City. He is also a member of Leadership Edmond Class XXXVI.
Non-Member Price $0
Member Price $0