SOC for Service Organizations Virtual School
Aug. 25–Aug. 26, 2020
Online, Live, Online
| Live online
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:

  • Level-set your knowledge with the self-study online course SOC for Service Organizations Deep Dive (13 credits) by listening to the presenters discuss key topics related to SOC for service organizations examinations, and completing the exercises provided. [Note: The 2020 course will be added to your account on or about August 14, 2020. It’s important to complete this course prior to arriving to the live sessions.]
  • 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

Complete your SOC Learning with a Certificate

Advanced SOC for Service Organizations Certificate Exam

Developed by leading subject matter experts, this 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.


Day 1




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




Planning a SOC for Service OrganizationsEngagement

Day 2


Executing a SOC for Service Organizations Engagement




Reporting on a SOC for ServiceOrganizations Engagement


Other topics and wrap-up

Attendance options
SOC School
Aug 25-Aug 26, 2020
Early Bird rate ends 08/14
AICPA member: $899.00
Nonmember: $1,299.00
SOC School with Certificate Exam
Aug 25-Aug 26, 2020
Early Bird rate ends 08/14
AICPA member: $1,069.00
Nonmember: $1,469.00
More details

Does your organization qualify for group registration?

If 10 or more individuals register for a single conference (or fewer people attend multiple conferences to total 10 or more registrations), you qualify for our group conference program. Benefits include:

  • Significant savings
  • Invoicing before or after event
  • Guidance through the registration process

Please reach out to the person in your firm that coordinates conference registrations to ensure you qualify for the best group discount. If you don’t have a firm contact or don’t know who that is, you can get more information or register your group by contacting conference group sales at: groupconference@aicpa-cima.com.

If you would like to register 2-9 individuals for a conference or to learn more about group registrations, please contact the AICPA group sales team at groupconference@aicpa-cima.com or 800.634.6780, Option 2.

Ratings and reviews
Early bird saving through 08/14
SOC School (Online)
SOC School with Certificate Exam (Online + Exam)
NASBA Field of Study
• Substantial experience performing and managing staff on SOC 1, SOC 2, or SOC 3 engagements
• Mastery of SOC 1, SOC 2 and SOC 3 engagement fundamentals
Completion of SOC for Service Organizations Deep Dive and consider reading through the case study documents provided in your participant materials in advance of the course.
Delivery Method
Group Live
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