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AICPA & CIMA SOC for Service Organizations School

AICPA & CIMA SOC for Service Organizations School

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

$1,495 - $2,045
Do you have an AICPA membership? Log in to apply your member discount.


Jul 17 - Jul 18, 2023


Colorado Society of CPAs, Englewood, CO

NASBA Field of Study


Product Number


 Business & partner 
MyCPE Manager compatible
Conference Details

Register early and save$100! Early bird pricing expires June 2, 2023. 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 Virtual 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

  • Overview of SOC services, attestation standards and guidance
  • Types of SOC for service organizations engagements
  • Sections of the report, including the service auditor’s opinion and testing, and management’s description and assertion.
  • Consideration of subservice organizations, complementary user entity controls, and use of internal audit and specialists
  • Planning considerations related to engagement acceptance and continuance, scoping, risk assessment, and materiality
  • Assessment and documentation of design and operating effectiveness of controls
  • Types of opinions and concluding activities
  • Other topics of interest, such as SOC 2+ reports, SOC 3 reports, and blockchain implications.
  • Advanced SOC for Service Organizations Certificate Examination overview

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.

The 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.

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!

Colorado Society of CPAs, Englewood, CO

Colorado Society of CPAs 7887 E. Belleview Ave., Suite 200 Englewood, CO 80111-6076

Accommodations To come

More Details
NASBA Field of Study
Digital Badge
After completing the course, you will receive a digital badge that can be easily shared with your professional network
Do you have an AICPA membership? Log in to apply your member discount.
Jul 17, 2023-Jul 18, 2023
$1,495.00 - $2,045.00
AICPA Members
CITP Credential Holders

Looking for group pricing?

We can help with group discounts. Call us at 1-800-634-6780 (option 2) or email us at

Contact us

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. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. For accommodation requests, please contact 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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AICPA & CIMA SOC for Service Organizations School
Jul 17 - Jul 18, 2023
Colorado Society of CPAs, Englewood, CO
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