SOC for Service Organizations Virtual School

Oct 1, 2020 ‐ Oct 2, 2020

Conference Details

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 you to provide reliable reports on controls at service organizations. Join us for our SOC for Service Organizations Virtual School. This must-attend event features instructor guided discussions and application exercises covering complex SOC for Service Organizations-related situations to prepare you for your next engagement.

Dive into key aspects of planning, executing and reporting on SOC for service organizations and interact with instructors with significant SOC reporting experience as they share their knowledge to enable you to perform your examinations in compliance with the attestation standards.

The virtual school structure:

  1. Level-set your knowledge with the self-study online course SOC for Service Organizations Deep Dive (15.5 credits) by listening to the presenters discuss key topics related to SOC for service organizations examinations, and completing the exercises provided.
  2. Attend the virtual sessions featuring instructor-guided discussions along with other professionals experienced in SOC examinations through Zoom. During 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

For best results, please ensure your video and audio are operating properly. Zoom system requirements. Accessing the live sessions: Your Zoom link will be emailed to you approximately 3 days prior to the start of the event.

Learning Objectives:

  • Identify 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.

This 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


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