2022 AICPA & CIMA SOC & Third Party Risk Management Conference

May 3, 2022 ‐ May 4, 2022


This includes sessions from the conference: 2022 AICPA & CIMA SOC & Third Party Risk Management Conference

Standard: $299.00

Products

SOC 2 Examinations: The Next Evolution

Preview Available

SOC 2 Examinations: The Next Evolution

May 3, 2022 1:40pm ‐ May 3, 2022 2:30pm

SOC reports remain the gold standard for managing third party risks that arise from doing business with a service organization. The SOC 2 guide, which provides guidance to service auditors on how to perform a SOC 2 examination, is currently being updated to better reflect the effect of new technologies and new methodologies on the SOC 2 examination. This session will provide a preview of some of the more significant changes being made to the guide.

Speaker(s):
Tags: Experienced
Standard: $49.00

Managing Third Party Risks: Introduction to Third-Party Assessment Programs

Preview Available

Managing Third Party Risks: Introduction to Third-Party Assessment Programs

May 3, 2022 1:40pm ‐ May 3, 2022 2:30pm

An introduction for service auditors on how to provide third party risk assessment services. This session will define third party assessment programs, provide examples of such programs, and discuss some of the challenges working with specific third party assessment program bodies.

Speaker(s):
Tags: Novice
Standard: $49.00

Understanding SOC and the SOC Suite of Services

Preview Available

Understanding SOC and the SOC Suite of Services

May 3, 2022 3:00pm ‐ May 3, 2022 3:50pm

This introductory session will give an overview of the SOC suite of services, including how each SOC service addresses the needs of a specific set of users. It will also recognize the differences between each SOC service.

Speaker(s):
  • Neha S. Patel, CPA, CISA, CDPSE, Partner in charge, Weaver & Tidwell LLP
Tags: Novice
Standard: $49.00

CPAs: Helping Clients Obtain Third Party Certifications

Preview Available

CPAs: Helping Clients Obtain Third Party Certifications

May 3, 2022 3:00pm ‐ May 3, 2022 3:50pm

Third party risk management is top of mind for all organizations. As a result we've seen a proliferation of third party assessment programs in this space. This session will give an overview of the most common third party assessment frameworks and related programs. It will also give guidance for service auditors on how they can identify assessment services for their clients.

Speaker(s):
  • Steven Ursillo, CPA, CISA, CISSP, CCSFP, Partner | National Leader Information Assurance and Cybersecurity, Cherry Bekaert LLP
  • Brian J. Thomas, CISA, CISSP, QSA, Partner, Weaver
  • Nelly Spieler, CISA, CIPT, ISO27001LI, Partner, Frank, Rimerman +Co, LLP
  • Maureen Berggren, CPA, CISA, Managing Director, Deloitte & Touche LLP
Tags: Experienced
Standard: $49.00

Setting Up a SOC Practice

Preview Available

Setting Up a SOC Practice

May 3, 2022 4:00pm ‐ May 3, 2022 4:50pm

This session, which is based on a new AICPA toolkit, will provide considerations for practitioners considering starting new SOC practices within their firms.

Speaker(s):
Tags: Novice
Standard: $49.00

SOC and Assurance for Emerging Technologies

Preview Available

SOC and Assurance for Emerging Technologies

May 3, 2022 4:00pm ‐ May 3, 2022 4:50pm

This session is geared for experienced practitioners who want to learn more about ways that SOC and other assurance reports are being used to provide assurance over emerging technologies (e.g., Cloud, ESG, Blockchain).

Speaker(s):
Tags: Experienced
Standard: $49.00

Welcome to Day Two of the Conference: Opening Remarks | Evolving and Promoting CPA Technology Assurance and Advisory Services

Preview Available

Welcome to Day Two of the Conference: Opening Remarks | Evolving and Promoting CPA Technology Assurance and Advisory Services

May 4, 2022 12:30pm ‐ May 4, 2022 1:30pm

Our Profession is continuously evolving to serve the public interest by developing high quality, value-added, innovative assurance and advisory solutions. The AICPA’s Assurance Services Executive Committee (ASEC) is responsible for addressing current market needs, particularly those that arise from the use of new and emerging technologies, through the development of new assurance and advisory solutions. This session will offer an inside look into ASEC, its areas of focus, current projects, and what’s on the horizon. It will also give an overview of ways in which other teams and committees across the AICPA and CIMA support these new assurance and advisory services.

Speaker(s):
Tags: Novice
Standard: $49.00

Welcome to Day Two of the Conference: Opening Remarks | Exploring Data Privacy

Preview Available

Welcome to Day Two of the Conference: Opening Remarks | Exploring Data Privacy

May 4, 2022 12:30pm ‐ May 4, 2022 1:30pm

Increased stakeholder demand for better information about how companies manage third party data has resulted in more opportunities for CPAs to provide services around data privacy. This session will address emerging trends in data privacy as well as the types of services CPAs can provide to meet their clients needs.

Speaker(s):
Tags: Experienced
Standard: $49.00

SOC1 Essentials

Preview Available

SOC1 Essentials

May 4, 2022 1:40pm ‐ May 4, 2022 2:30pm

For practitioners that are new to SOC 1 examinations this session addresses the basics, including:
- obtaining an understanding of the service organization's system and relevant controls
- determining whether control objectives are appropriate
- evaluating suitability of design
- evaluating operating effectiveness
- forming an opinion in the SOC 1 report

Speaker(s):
  • Patrick Morin, CPA, CISA, CITP, Principal - Information Systems and Risk Assurance, Baker Newman & Noyes
  • Binita Pradhan, CPA, CISA, CHQP, Partner, BDO USA LLP
Tags: Novice
Standard: $49.00

Exploring the Value of Assurance in Third Party Risk Management: A CISO's Perspective (Panel)

Preview Available

Exploring the Value of Assurance in Third Party Risk Management: A CISO's Perspective (Panel)

May 4, 2022 1:40pm ‐ May 4, 2022 2:30pm

During this panel, Chief Information Security Officer and industry leaders will discuss the importance of third party assurance to enhance the trust and credibility users can place on company prepared information.

Moderator(s):
  • Angela Appleby, CPA, CITP, CISSP, CISA, CIA, QSA-PCI, Audit Partner, Plante Moran
Speaker(s):
Tags: Experienced
Standard: $49.00