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Introduction to SOC for Service Organizations Reporting
CPE Self-study

Introduction to SOC for Service Organizations Reporting

Gain an understanding of system and organization control reporting guidance and common practice issues that will provide you with the foundational knowledge to effectively perform SOC for service organizations examinations.

$155 - $195
Do you have an AICPA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Auditing

Level

Basic

CPE Credits

9.5

Author(s)

Patrick A. Morin

Availability

1 year

Learning Outcomes
  • Distinguish between SOC 1®, SOC 2®, and SOC 3® engagements.
  • Identify planning considerations in reporting on system and organization controls (SOC) for service organizations.
  • Recall how to execute procedures related to reporting on system and organization controls for service organizations.
  • Recognize requirements for reporting on system and organization controls for service organizations.
Key Topics
  • Comparison of SOC 1, SOC 2 and SOC 3 reports
  • Standards and guidance relevant and applicable to SOC for service organizations examinations
  • SOC 1 and SOC 2 Planning, executing and reporting considerations
  • Evaluating the suitability of criteria
  • Responsibilities of management of the service organization
  • Evaluating the design of controls
  • Identifying subservice organizations
  • Understanding the content of the description
  • Trust Services Criteria
Product Details

Get ready to gain an understanding of system and organization control reporting guidance and common practice issues that will provide you with the foundational knowledge to effectively perform SOC for service organizations examinations.

Authored and instructed by Patrick Morin, this CPE course offers guidance on how to provide attestation services related to the effectiveness of controls at a service organization that affects clients' internal control over financial reporting (SOC 1®) and controls at a service organization related to information privacy, security, confidentiality, availability and processing integrity (SOC 2® and SOC 3®).

This course covers Trust Services Criteria, SSAE No. 18, and pertinent guidance in the SOC 1 and SOC 2 guides.

Complete this course to enhance audit quality by recognizing, preventing and addressing common peer review findings in SOC examinations.

Who Will Benefit
  • Those involved in the planning, execution and reporting of SOC 1, SOC 2, or SOC 3 engagements.
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$195.00
AICPA Members
Online
$155.00

Looking for group pricing?

We can help with discounts for group orders. Call us at 800-634-6780 (option 1), start a live chat with the icon to the right, or send us a note below.

Contact us
Credit Info
CPE Credits
Online
9.5
NASBA Field of Study
Auditing
Level
Basic
Prerequisites
None
Access
Online
This is a digital product. You will have access to the content for 1 year after purchase date.
Instructors
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.
Accessibility

The Association is dedicated to removing barriers to the accountancy profession and ensuring that all accountancy professionals and other members of the public with an interest in the profession or joining the profession, including those with disabilities, have access to the profession and the Association's website, educational materials, products, and services.The Association is committed to making professional learning accessible to all product users. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. As part of this commitment, this product is closed-captioned. For additional accommodation requests please contact adaaccessibility@aicpa-cima.com and indicate the product that you are interested in (title, etc.) and the requested accommodation(s): Audio/Visual/Other. A member of our team will be in contact with you promptly to make sure we meet your needs appropriately.

Introduction to SOC for Service Organizations Reporting
Online
$195.00
Nonmember Price
$195.00
Price excluding sales tax
$195.00
Do you have an AICPA membership? 
Log in to apply your member discount.

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