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An Overview of SOC for Service Organizations
Audit & Assurance
CPE Self-study

An Overview of SOC for Service Organizations

Get a bird’s-eye view of SOC for service organizations examinations from planning to reporting and completing the engagement.

$49 - $59
Do you have an AICPA membership? Log in to apply your member discount.

Format

Online

NASBA Field of Study

Auditing

Level

Basic

CPE Credits

1

Author(s)

Shelby Nelson

Availability

1 year

Product Number

SOCSOOV21SSO

 Business & partner 
Product Details

The guidance you need

Gain an overview of the requirements and guidance for SOC for service organizations examinations conducted in accordance with the attestation standards. Ensure compliance with the attestation standards in SOC 1, SOC 2, and SOC 3 examinations. Touch upon key areas of the engagement, including consideration of subservice organizations and user entity controls.

Who Will Benefit

  • Service auditors performing SOC for service organizations examinations
  • Management of service organizations
  • Users of SOC for service organizations reports

Key Topics

  • SOC 1 versus SOC 2 and SOC 3
  • SOC guidance
  • Planning, executing, reporting on and completing a SOC for service organizations examination

Learning Outcomes

  • Identify guidance and resources for a system and organization controls (SOC) for service organizations examination.
  • Recall key considerations in planning, executing, and reporting on a SOC for service organizations examination in accordance with applicable guidance.
Credit Info
CPE Credits
Online
1
NASBA Field of Study
Auditing
Level
Basic
Access
Online
This is a digital product. With full paid access the content will be available to you for 1 year after purchase date.
Pricing
Do you have an AICPA membership? Log in to apply your member discount.
Nonmembers
Online
$59.00
AICPA Members
Online
$49.00

Group ordering for your team

2 to 5 registrants

Save time with our group order form. We’ll send a consolidated invoice to keep your learning expenses organized.

Start order

6+ registrants

We can help with group discounts. Call us at 1-800-634-6780 (option 1) or email us at salessupport@aicpa.org

Contact us
Instructors
Shelby Nelson
CISA, CISSP, Cyber SOC, Advanced SOC
As a Principal in Frazier & Deeter’s Process, Risk, Governance (PRG) Practice, Shelby contributes over 23 years of diverse experience in external and internal audit, as well as project and operational risk management. Her career includes responsibility for the successful creation, execution, implementation, optimization and testing of operational and IT controls, as well as specialization in SOC consulting, lecturing and reporting. Shelby has a strong track record of building trusted relationships with all levels of employees, colleagues and clients. Her effective communication, leadership and executive reporting skills strengthen her ability to perform, review and lead client engagements. Shelby has worked with a variety of institutions and industries, assisting clients with reviewing and establishing internal controls over IT environments, regulatory compliance and industry framework assessments. During her career, she has served on an internal financial services leadership council, information technology working group, data governance steering committee and as a SOC examination subject matter expert. Her industry experience encompasses financial services, healthcare, insurance, manufacturing, utility, automotive, software as a service and government. From beginning her career at PricewaterhouseCoopers, to IT Audit Manager of a global insurance and investment company and then becoming the longest tenured and only female Chief of Staff of a multi-billion dollar investment organization, she understands the importance of internal control, operational, business and investment risk management, communication, compliance, transparency and delivery. Because she has served in these functions, Shelby possesses deep appreciation for the value provided by internal and external auditors as resourceful and trusted advisors to audit boards, business partners and members of executive management. Shelby is also a frequent speaker for professional organizations and client events. She has also served as a SOC2 subject matter expert for the AICPA and is an AICPA Instructor and author of the AICPA SOC for Service Organizations learning curriculum. Active in her community, Shelby is a past recipient of the Presidential Volunteer Service Award.
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. This commitment is maintained in accordance with applicable law. For additional information, please refer to the Association's Website Accessibility Policy. For 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.

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An Overview of SOC for Service Organizations
Select from the following options:
Online
$59.00
Nonmember Price
$59.00
Price excluding sales tax
$59.00
Do you have an AICPA membership? 
Log in to apply your member discount.
Shipping cost and sales tax will be added later during checkout

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