SOC for Service Organizations

Aug 10, 2020 ‐ Aug 11, 2020

Short description:

As an experienced service auditor, comply with applicable authoritative and interpretive guidance on your next SOC 1® or SOC 2® examination.


Why is SOC reporting important?
Outsourcing has become a trend.  The use of technology is expanding rapidly. Therefore, reporting on system and organization controls (SOC) is becoming more prevalent in this evolving business environment. User entities are looking to you to provide reliable reports on controls at service organizations. However, peer review commonly identifies deficiencies related to compliance with the attestation standards.

How can you prevent common missteps in SOC reporting?

  • Familiarize yourself authoritative and interpretive guidance applicable to SOC 1® and SOC 2® examinations.
  • Apply the guidance appropriately in planning, executing, and reporting on SOC for service organizations examinations.

What do we offer?

This course dives into key aspects of planning, executing and reporting on SOC for service organizations. It references applicable guidance and presents several thought-provoking and practical activities. Instructors with significant SOC reporting experience share their knowledge with you to enable you to perform your examinations in compliance with the attestation standards.

What can you do?

Level set your knowledge with the self-study online course by listening to the presenters discuss key topics related to SOC for service organizations examinations, and completing the exercises provided. Then attend the virtual sessions to have instructor guided discussions with other experienced professionals experienced in SOC examinations.

In the 2-day virtual live sessions, you can expect:

  • Instructors who are experienced SOC for Service Organizations practitioners
  • Knowledge-sharing through guided discussions and exercises
  • Realistic case studies from a manager or senior leader’s point of view
  • Updated materials to cover common peer review findings and other challenges


Introduction iconIntroduction

Preview Available


Oct 1, 2020 12:00pm ‐ Oct 1, 2020 12:25pm

Identification: SOC301

Introduction to SOC for Service Organizations, including applicable guidance and common misconception and peer review findings, and determining the appropriate SOC for service organizations examination

Oct 1, 2020 12:25pm ‐ Oct 1, 2020 1:40pm

Identification: SOC302

Break iconBreak

Preview Available


Oct 1, 2020 1:40pm ‐ Oct 1, 2020 1:55pm

Identification: SOC303

Planning a SOC for Service Organizations Engagement

Oct 1, 2020 1:55pm ‐ Oct 1, 2020 3:35pm

Identification: SOC304

Executing a SOC for Service Organizations Engagement

Oct 2, 2020 12:00pm ‐ Oct 2, 2020 1:40pm

Identification: SOC305

Break iconBreak

Preview Available


Oct 2, 2020 1:40pm ‐ Oct 2, 2020 1:55pm

Identification: SOC306

Reporting on a SOC for Service Organizations Engagement

Oct 2, 2020 1:55pm ‐ Oct 2, 2020 3:10pm

Identification: SOC307

Other Topics of Interest and Wrap Up

Oct 2, 2020 3:10pm ‐ Oct 2, 2020 3:35pm

Identification: SOC308