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AICPA SOC for Service Organizations School [September 2026]
Audit & Assurance
Conference

AICPA SOC for Service Organizations School [September 2026]

A deep dive into key aspects of planning, executing, and reporting on SOC for service organizations.

$1,535 - $2,135
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Date

Sep 21 - Sep 22, 2026

Location

AICPA Offices, Durham, NC

NASBA Field of Study

Auditing

CPE Credits

16

Product Number

SOC26A

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 Business & partner 
Conference Details

Early Bird Savings

Register early and save $150! Early bird pricing expires August 2, 2026. Discounted early bird prices will be displayed during checkout.

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

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.

Group registration: For groups of 2-4 attendees

group reg button!

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
AICPA Offices, Durham, NC

AICPA Offices
222 Leigh Farm Road
Durham, NC 27707-8110

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 21, 2026-Sep 22, 2026
$1,535.00 - $2,135.00
Nonmembers
$2,135.00
AICPA Members
$1,685.00
CIMA Members
$1,685.00
CITP Credential Holders
$1,535.00

Group ordering for your team

2 - 4 registrants

Save time and register your team. You will receive an order summary receipt upon checkout. Questions? Use our chat feature, call 888-777-7077 or email service@aicpa.org

5+ registrants

We can help with group discounts. Email groupconference@aicpa-cima.com
Or call 1-800-634-6780 (option 2)

Speakers
Curtis Quickel
Curtis is an individual practitioner in Fayetteville, Arkansas. Since 1998, he has traveled the US teaching Continuing Professional Education courses to thousands of CPAs for the AICPA and others. Before establishing his own practice, he worked several years in industry as a Corporate Controller. After 9/11 Curtis spend 9 years on Active Duty with the US Army completing three combat tours to Afghanistan, Iraq and Kuwait. In 2013 Curt retired as a Lieutenant Colonel with a total of 33 years of Active and Reserve service. He is a Past President of the Central Chapter of the Arkansas Society of CPAs and Past Chairman of the Industry and Commerce Committee. Curt is also a past recipient of the Arkansas Society of CPAs Outstanding CPA in Government Award.
Renee Rampulla
CPA
Renee Rampulla CPA CGMA is the managing member and founder of Rampulla Advisory Services, LLC, with over 30 years of experience in accounting, auditing, and professional ethics. She is a national standard-setter serving on the American Institute of Certified Public Accountants (AICPA) Auditing Standards Board. She is a frequently requested and nationally recognized speaker, a five-time recipient of the AICPA’s Outstanding Instructor Award, a recipient of the 2016 New Jersey Society of CPAs “Women of Note” and received the “Samuel A. Dyckman, Excellence in Education Award” from the National Conference of CPA Practitioners. Renee has taught over 1,200 continuing professional education (CPE) courses. She is the author of several accounting and auditing publications and continuing professional education courses for the AICPA, various State Societies, numerous accounting firms, and organizations. Renee writes and lectures on technical accounting, auditing, and professional ethical issues. She has experience in the auditing of public and privately held entities ranging from the manufacturing and service sectors to financial services. Renee was a partner in a regional accounting firm in the northeast in charge of the firm’s accounting and auditing practice and their quality control group. By devoting several years of her career to both regional and Big Four accounting firms Renee accumulated a wealth of technical and practical knowledge. In addition, while working for the AICPA, she performed professional ethics investigations; collaborated closely with senior technical committees; presented technical guidance before standard setters; and authored and updated several AICPA publications. Renee has served as a member of the AICPA council and the AICPA’s Ethics Enforcement Committee. She is a past Vice President of Professional Issues for the New York State Society of CPAs (NYCPA), a past member of the NYCPA Executive Committee and former NYCPA Director at Large board member. She has also chaired the NYCPA’s Professional Ethics and Nominating Committees and is the Past President of the NYCPA’s Staten Island Chapter. She has served in several other leadership positions for the NYCPA and continues to serve on many NYCPA committees. Renee has also served in leadership roles with the New Jersey Society of CPA (NJCPA) such as Chair and Vice-chair of the NJCPA Accounting and Auditing Standards Interest Group; Co-Chair of the NJCPA Accounting Standards and IFRS sub-committees and as a member of the NJCPA Audit and Professional Conduct committees. For several years Renee was an adjunct lecturer at Hunter College, a City University of New York City, teaching various undergraduate accounting, auditing, and research courses.
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The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

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