PA Global Standards & Guidelines

PA Global –  Members’ Compass Seminar

The Members’ Compass is the foundational governance document of PA Global and forms Component I of the Roadmap to Excellence (R2E). It establishes the responsibilities, privileges, and conduct expected from every Member Firm operating under the PA Global brand.

More than a set of rules, the Compass is the practical guide that governs how we collaborate as a unified yet diverse international network. It applies to:

• All PA Global Member Firms and their affiliates
• Partners, principals, professionals, and staff representing the PA Global name
• Network-level committees, shared service teams, and taskforces

The Compass outlines standards on membership behavior, coordination expectations, rights and obligations, governance alignment, and the values that define us: Excellence, Precision, and Reliability.

Overall, the Compass expresses who we are as a network: values-driven, quality-aligned, and strategically coordinated. Senior leaders must understand it clearly and ensure that it is communicated, embedded, and lived within their firms.

Key Learning Objectives:

• Explain the purpose and scope of the Members’ Compass within the PA Global governance ecosystem.
• Understand the rights, obligations, and accountability mechanisms applicable to all Member Firms.
• Apply the Compass principles in decision-making, network collaboration, and cross-border engagements.
• Align firm-level behavior and operations with PA Global expectations, standards, and shared values.
• Identify and manage situations requiring documentation or reporting to PA Global (e.g., conflicts, deviations from standards, governance concerns).
• Promote a culture of aligned conduct and unified network identity within their respective firms.

Who Should Attend:

• Managing Partners and Country Leaders
• International Liaison Professionals (ILPs)
• Quality Leaders / Quality Champions
• HR, Governance, and Compliance Leads
• Engagement Partners and Directors
• Senior Managers responsible for internal training or firm-wide dissemination

All senior stakeholders who represent or operationalize PA Global membership requirements should attend.

Course Highlights:

• The Role of the Compass in PA Global Governance: Participants will understand how the Compass operates as a central governance document, how it connects with other governing documents, and how it aligns all Member Firms toward a unified direction.
• Membership Rights and Responsibilities: This section explains the expectations placed on Member Firms for conduct, professionalism, collaboration, and transparency, along with the reporting and communication obligations that maintain cohesion and accountability across the Network.
• Operational Application Across Member Firms: Participants will learn how leadership should cascade the Compass internally and ensure that firm culture, behaviors, and practices are consistently harmonized with PA Global values.
• Governance & Compliance: This part addresses the documentation and notification requirements of the Compass, how to manage conflicts, deviations, or local-law exceptions, and when matters must be elevated to the management team.
• Strategic Impact on Network Growth and Quality: Participants will explore how the Compass contributes to strengthening global coordination, enhances the Network’s reputation for quality, and guides strategic decision-making, while also seeing how its principles must be embedded into firm policies, onboarding, and leadership practices.

Prerequisites:

Participants are encouraged to have:

• A basic understanding of PA Global’s governance structure (Board, Management Team, Committees).
• Familiarity with the PA Global Governing Charter, TMLA, and R2E structure (Compass + Code of Ethics).
• Knowledge of their firm’s internal governance, quality management system, and ISQM responsibilities.

No technical audit background is needed; the Compass is relevant to all service lines and leadership functions.