SOC for Service Organizations Virtual School + Certificate Exam

Early Bird Savings

Register early and save! Early bird savings will be shown in your shopping cart.
Save $100 on the April Virtual School through March 15.
Save $100 on the May Virtual School through April 9.
Save $100 on the June Virtual School through May 10.
Save $100 on the December Virtual School through October 18.

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.

Key topics:

• Overview of SOC services and guidance
• Types of SOC for service organizations engagements
• Sections of the report, including the service auditor’s opinion and testing, and management’s description and assertion
• Consideration of subservice organizations, complementary user entity controls, and use of internal audit and specialists
• Planning considerations related to engagement acceptance and continuance, scoping, risk assessment, and materiality
• Assessment and documentation of design and operating effectiveness of controls
• Types of opinions and concluding activities
• Other topics of interest, such as SOC 2+ reports, SOC 3 reports, and blockchain implications

The virtual school structure:

Attend the live sessions across two days featuring instructor-guided discussions along with other professionals experienced in SOC examinations through Zoom. During the 2-day virtual live sessions, you can expect:

• 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

Included with your registration:

Access to both SOC 1® and SOC 2® e-book guides. Note that these two e-books will be automatically added to your cart.

• Reporting on an Examination of Controls at a Service Organization Relevant to User Entities' Internal Control Over Financial Reporting (SOC 1®) - Guide
• SOC 2® Reporting on an Examination of Controls at a Service Organization Relevant to Security, Availability, Processing Integrity, Confidentiality, or Privacy
• The Certificate Exam tests your knowledge and skills related to conducting both SOC 1® and SOC 2® engagements. You’ll prove your ability to plan, perform and report on the engagements through this timed online exam that consists of 75 multiple-choice questions. To pass the exam, you must be able to evaluate and analyze the core concepts related to SOC for Service Organizations engagements. Then you’ll be awarded with a certificate in the form of a digital badge that you can display anywhere online.

PCPS members save an additional $100:

Login here to obtain the discount code to enter for this event. Not sure your firm is a member? Send an email and we’ll get right back to you! Or, learn more about PCPS membership!