AICPA & CIMA SOC for Service Organizations School

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.

• 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

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