AICPA SOC for Service Organizations School [July 2026]

Early Bird Savings

Register early and save $150! Early bird pricing expires June 5, 2026. Early bird savings will appear in your shopping cart.

Outsourcing has become a trend along with expanded use of technology driving the need for reporting on system and organization controls (SOC). User entities are looking to service organizations to provide reliable reports on their systems of internal control. Join us for our SOC for Service Organizations School. This must-attend event features instructor guided group discussions and application exercises covering complex SOC for Service Organizations-related topics to prepare service auditors for their next engagement.

Dive into key aspects of attestation standards and guidance, planning, executing and reporting on SOC for service organizations, hear challenges and best practices from class participants, and interact with instructors with significant SOC reporting experience as they share their knowledge to support you in performing your SOC examinations.

Key topics

• SOC Services and Guidance
• Common peer review findings and misconceptions
• Planning for a SOC for Service Organizations Engagement
• Executing a SOC for Service Organizations Engagement
• Reporting on a SOC for Service Organizations Engagement

Learning Outcomes

• Identify extant and pending guidance that affects system and organization controls (SOC) for service organizations engagements.
• Determine how to avoid common SOC for service organizations pitfalls based on peer review findings.
• Assess the needs of a service organization to determine the appropriate SOC for service organizations engagement and suitability of criteria.
• Apply your knowledge and skills in planning, executing, and reporting on a SOC for service organizations examination.

This school is developed for:

• Managers, senior managers, and partners responsible for performing and managing their firms’ SOC for Service Organizations engagements
• Senior staff of firms specializing in SOC for Service Organizations engagements

SOC for Service Organizations School is also available:
Live Online: May 11 - 12, 2026

Included with your registration:

Access to both SOC 1® and SOC 2® e-book guides. Note that these two e-books will be automatically added to your cart.

• Reporting on an Examination of Controls at a Service Organization Relevant to User Entities' Internal Control Over Financial Reporting (SOC 1®) - Guide
• SOC 2® Reporting on an Examination of Controls at a Service Organization Relevant to Security, Availability, Processing Integrity, Confidentiality, or Privacy

Group registration: For groups of 2-4 attendees

For groups of 5 or more, contact our Group Conference Support Team or call us at 1.800.634.6780 (option 2).

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