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SOC 2(R) Report Walkthrough
Audit & Assurance
CPE Self-study

SOC 2(R) Report Walkthrough

Presents the contents of each section of a SOC 2 report, highlighting key items of interest.

$85 - $95
Do you have an AICPA membership? Log in to apply your member discount.



NASBA Field of Study

Information Technology



CPE Credits



Jeffrey Cook


1 year

Product Number


 Business & partner 
Product Details

This course will walk you through a SOC 2 report, giving you enhanced knowledge of essential information for preparing or reviewing SOC 2 reports.

Get comfortable with SOC 2 reports. Avoid potential pitfalls.

For service auditors and user entities new to SOC 2 reporting, not understanding the report contents can result in reporting deficiencies or inappropriate identification of key information.

How will this course benefit you?

This CPE self-study course presents the contents of each section of a SOC 2 report, highlighting key items of interest.As a user or user auditor, you will be better able to identify pertinent information that affects your organization or audit work. And as a service provider or service auditor, you will be better able to recognize what users are looking for and meet the requirements of SSAE No. 18.

Why take this course?

Take this course as an introduction to SOC 2 reporting, to strengthen your foundational knowledge as you perform SOC 2 examinations as a service auditor or as you review SOC 2 reports as a user entity or user auditor.

Who Will Benefit
  • Service auditors with 0−2 years of experience
  • Service organization management
  • Users (user entities and user entity auditors)
  • Security managers involved in vendor management
Key Topics
  • Sections within a SOC 2 report
  • CUEC considerations
  • Inclusive versus carve-out methods of reporting on controls at subservice organizations
  • Report opinion types
  • SOC 3 reporting
  • Bridge letters
Learning Outcomes
  • Recognize the sections within a SOC 2 report and responsibility for each, including complementary subservice organization controls (CSOCs).
  • Identify key elements when reviewing a SOC 2 report, including complementary user entity controls (CUECs) and report opinion types
  • Recall considerations related to exceptions, bridge letters, and SOC 3® reports.
Credit Info
CPE Credits
NASBA Field of Study
Information Technology
This is a digital product. With full paid access the content will be available to you for 1 year after purchase date.
For more information, please refer to CPE requirements and NASBA sponsorship information
Do you have an AICPA membership? Log in to apply your member discount.
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Contact us
Jeffrey Cook
Jeff Cook is a Director in the SOC practice at Coalfire and a seasoned information assurance and public accounting professional with over nine years of IT audit and consulting experience and over 20 years of experience in public accounting and auditing. Mr. Cook has worked extensively on SOC via the AICPA and has supported both SOC 1 and SOC 2 engagements in addition to providing IT audit support for traditional financial statement audits. In addition, he has functional knowledge of ISO standards, CSA STAR, C5, FISMA,, and FedRAMP. Mr. Cook is also an ISO 22301 Lead Auditor. Prior to joining Coalfire, Mr. Cook was a principal consultant and founder of a Washington, DC area accounting firm IT Audit and Advisory Group as well as a Senior Manager in the Government Contract Services Group. Mr. Cook helped issue the first SOC 2 report for the firm resulting in the firm becoming a registered SOC audit provider from the AICPA. Mr. Cook has also created procedures and provided training on risk-based IT audit procedures for financial audits to meet AICPA standards for IT risk. Mr. Cook went on to found Veris Group RA, a CPA affiliate of Veris Group, resulting in Veris issuing their first AICPA-based attestation and becoming a SOC provider. Mr. Cook is also heavily involved with the AICPA, volunteering with development of the SOC and CITP programs. Mr. Cook was part of the SOC 2 working group, helping to develop the 2018 version of the AICPA SOC 2 guide. Mr. Cook is a prior recipient of the AICPA Information Management and Technology Assurance (IMTA) Standing Ovation Award for outstanding professional achievement in the IT specialization area. Mr. Cook is a member of the Maryland Association of CPAs Board of Directors, the AICPA CITP credential committee, the AICPA IMTA SOC task force, and a Board Member for Community IT, a Washington, DC, based managed service provider for non-profits.

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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SOC 2(R) Report Walkthrough
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