Nonmembers
$1,725.00
AICPA Members
$1,275.00
CIMA Members
$1,275.00
CITP Credential Holders
$1,175.00
AICPA SOC for Service Organizations School [September 2025]
Audit & Assurance
Conference
AICPA SOC for Service Organizations School [September 2025]
Dive into key aspects of planning, executing and reporting on SOC for service organizations.
$1,175 - $1,725
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Date
Sep 15 - Sep 16, 2025
Location
Gaylord National, National Harbor, MD
NASBA Field of Study
Auditing
CPE Credits
16
Product Number
SOC25B
View
Business & partner
Conference Details
Early Bird Savings
Register early and save $150! Early bird pricing expires August 1, 2025. 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.
Other Dates
- SOC for Service Organizations (virtual) May 12, 2025 - May 13, 2025
- SOC for Service Organizations (in person) July 21, 2025 - July 22, 2025
- SOC for Service Organizations (virtual) Dec 01, 2025 - Dec 02, 2025
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
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]For groups of 5 or more, contact our Group Conference Support Team or call us at 1.800.634.6780 (option 2).
PCPS members save an additional $100:
Login here to obtain the discount code to enter for this event. Not sure your firm is a member? Send an email and we'll get right back to you! Or, learn more about PCPS membership!
Location
Gaylord National, National Harbor, MD
Co-located with AICPA & CIMA Conference on Banks & Savings Institutions
SOC School participants have the opportunity to network with conference attendees between sessions.
Gaylord National
201 Waterfront St
National Harbor, MD 20745
Phone: 301.965.4000
Reservations: 877.382.7299
Room rate: To come
Conference room rate expires Aug 15, 2025 or when room block sells out. Whichever comes first.
Dress code: Business casual
Credit Info
CPE Credits
Onsite
16
NASBA Field of Study
Auditing
Level
Intermediate
Prerequisites
Substantial experience performing and managing staff on SOC 1, SOC 2, or SOC 3 engagements and mastery of SOC 1, SOC 2 and SOC 3 engagement fundamentals
For more information, please refer to CPE requirements and NASBA sponsorship information
Pricing
Do you have an AICPA or CIMA membership? Log in to apply your member discount.
Onsite
Sep 15, 2025-Sep 16, 2025
$1,175.00 - $1,725.00
Looking for group pricing?
We can help with group discounts. Email groupconference@aicpa-cima.com
US customers call 1-800-634-6780 (option 2)
Speakers
Shelby Nelson
CISA, CISSP, Cyber SOC, Advanced SOC
As a Partner in Frazier & Deeter’s Advisory Practice and SOC National Practice Leader for the firm, Shelby contributes 25 years of diverse experience in external and internal IT audit, cyber security and risk management with specialization in System and Organization Controls (SOC) examinations. Her career includes responsibility for the successful creation, execution, implementation, optimization and testing of operational and IT controls, and being recognized as an industry leader in SOC consulting, instruction, and reporting. Shelby has a strong track record of building trusted relationships with all levels of employees, colleagues and clients. Her effective communication, leadership and executive reporting skills strengthen her ability to perform, review and lead client engagements from small start-ups to large public organizations.
Shelby has worked with a variety of institutions and industries, assisting clients with reviewing and establishing internal controls over IT environments, regulatory compliance and industry framework assessments (SOC, COSO, COBIT, CMS, NIST, ISO, HIPAA, etc). During her career, she has served on an internal financial services leadership council, information technology working group, data governance steering committee and as a SOC examination subject matter expert, an AICPA SOC published author and certified instructor and contributor to the CPA examination. Her industry experience encompasses financial services, healthcare, insurance, pharma, manufacturing, utility, staffing, automotive, software as a service and government.
From beginning her career at PricewaterhouseCoopers, to IT Audit Manager of a global insurance and investment company and then becoming the longest tenured and only female Chief of Staff of a multi-billion-dollar investment organization, she understands the importance of internal control, operational, business and investment risk management, communication, compliance, transparency and delivery. Because she has served in these functions, Shelby possesses deep appreciation for the value provided by internal and external auditors as resourceful and trusted advisors to audit boards, business partners and members of executive management.
Shelby possesses the CISA, CISSP, CDPSE and AICPA CyberSOC and Advanced SOC certifications. Leveraging those credentials, Shelby continually gives back to the profession as the author and instructor of the 2-day AICPA SOC for Service Organizations School since 2020.
Sean Linton
Sean Linton is an Audit Partner at EisnerAmper providing assurance and technology control services. He specializes in System and Organization Controls (SOC) examinations, risk assessments, and information systems advising and strategy, and has deep expertise in multiple audit disciplines. Sean has served organizations from across the business spectrum, from small investment firms to large international corporations. As a SOC auditor, he helps his clients devise and execute audit strategies to meet myriad compliance and regulatory requirements related to data security and system integrity. Over the years, Sean has led international audits in the UK, France, Hong Kong, India, and Taiwan, with much of that fieldwork being performed abroad. These experiences have allowed him to become well versed in international reporting and compliance frameworks, in addition to his detailed knowledge of U.S. reporting guidance and regulations. As an active member of the American Institute of Certified Public Accountants (AICPA), Sean serves as a national instructor, teaching SOC-focused courses to CPAs around the country. His experience with the AICPA has also led him to serve as a technical reviewer for the AICPA's SOC program and a member of the ASEC’s SOC 2 Working Group. Sean also serves on various executive and operational committees within the Minnesota Society of Certified Public Accountants' peer review program and is frequently asked to support peer review committees throughout the U.S. as a SOC subject matter expert.
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