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Elevating SOC Quality
Webcast

Elevating SOC Quality

Strengthen SOC engagement quality by examining peer review findings, external oversight, quality control systems, and technology-enabled consistency.

$69 - $85
Do you have an AICPA or CIMA membership? Log in to apply your member discount.

Format

Webcast

Date

Oct 12, 2026

NASBA Field of Study

Auditing

Level

Advanced

CPE Credits

1.5

Instructor

Mary Beth Marchione, Patrick A. Morin, Brian Thomas

Availability

Product Number

WC5490273

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 Business & partner 
Product Details

This is a rebroadcast from AICPA ENGAGE 2026.

Explore the evolving landscape of peer review and quality control in SOC engagements.

Learn how to:

  • Build resilient quality systems
  • Prepare for external inspections
  • Leverage technology to enhance consistency and reduce risk across your firm

Key Topics

Learning Outcomes

  • Assess peer review and enhanced oversight review by analyzing their structure, purpose, and effectiveness in promoting audit quality.
  • Categorize common findings from recent peer reviews and learn how you can prevent these on your next peer review.
  • Assess the growing role of technology in a system of quality control.

Who Will Benefit

  • Experienced SOC engagement partners and managers
  • Firm quality control and risk leaders
  • Practitioners preparing for peer or oversight reviews
  • Audit leaders using technology to improve consistency
Credit Info
CPE Credits
1.5
NASBA Field of Study
Auditing
Level
Advanced
Prerequisites
4-5+ years in the profession
Access
This is a digital product. With full paid access the content will be available to you for 3 months after purchase date.
Duration
1.5 hrs
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.
Nonmembers
$85.00
AICPA Members
$69.00
CIMA Members
$69.00

Group ordering for your team

2 to 5 registrants

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Start order

6+ registrants

We can help with group discounts. Email client.support@aicpa-cima.com
US customers call 1-800-634-6780 (option 1)

Contact us
Speakers
Mary Beth Marchione
As a partner at Wipfli, I lead a team of tech-savvy professionals who help clients reduce business risk and increase long-term value. We evaluate and report on the effectiveness of organizations' risk management systems in a way that's valuable to management and third-party stakeholders. We also help clients demonstrate what makes them attractive business partners to drive growth. With over 15 years of experience in IT audit, security consulting, and third-party attestation, I have served some of the firm's largest FinTech, Health Tech, and Financial Institution clients. I have extensive knowledge and skills in SOC 1, SOC 2, SOC 3, SOC 2+, HIPAA, AWS, and other frameworks and standards. I work directly with client management to coordinate IT reviews, SOX 404 IT compliance, and SOC engagements, providing efficient and thorough solutions. My mission is to mitigate risk, protect data, and gain efficiency for my clients and their customers.
Patrick A. Morin
CPA, CISA, CITP
Patrick (Pat) is a principal and director of the risk and business advisory practice at Baker Newman Noyes, specializing in a wide range of topics related to business process and information systems. He has been with the firm since it was founded, having previously been with one of our predecessor firms since 1988. Pat has significant experience providing services such as assessment and evaluation of business processes and the identification of information system solutions, creation of control frameworks to mitigate risk, information technology control and security reviews and SSAE 16 Service Organization Control examinations, developing solutions to analyze large-scale data sets, and developing information technology strategies and business resumption plans. Pat is a nationally recognized expert in SOC for Service Organizations examinations; he provides SOC for Service Organizations examination quality review services for three regional CPA firms. Pat earned a bachelor's degree in accounting from the University of Maine, Orono.
Brian Thomas
CISA, CISSP, QSA
Brian J. Thomas has more than 18 years of experience in management consulting and advisory services, including nearly six years in KPMG’s Risk Advisory Services practice and three years in PricewaterhouseCoopers Management Consulting Services practice prior to joining Weaver. He currently serves as partner-in-charge of Weaver’s IT Advisory Services group. Brian currently serves on the AICPA IMTA Executive Committee and on the IMTA SOC and Cybersecurity task forces.
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