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SOC for Service Organizations Deep Dive

DeliveryType:  Video Webcast
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  • $299.00-$379.00
    SOC for Service Organizations Deep Dive: Two-Day Series 09:00 am - 03:30 pm ET Product #: WCSOCSS18002B
    Add to Calendar 08/22/2018 09:00:00 08/22/2018 15:30:00 America/New_York AICPA Webcast: SOC for Service Organizations Deep Dive: Two-Day Series
    Join us for this SOC for Service Organizations Deep Dive two-day webcast event. This must-attend event features considerations and application exercises covering complex SOC for Service Organizations-related situations to prepare you for your next engagement.
    Register at http://www.aicpastore.com/*//PRD~PC-WCSOCSS/PC-WCSOCSS.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $299.00
    Non-Member: $379.00
  • $459.00-$579.00
    SOC for Service Organizations Deep Dive: Two-Day Series + Advanced SOC for Service Organizations Certificate Exam 09:00 am - 03:30 pm ET Product #: WCSOCSS18002EB
    Add to Calendar 08/22/2018 09:00:00 08/22/2018 15:30:00 America/New_York AICPA Webcast: SOC for Service Organizations Deep Dive: Two-Day Series + Advanced SOC for Service Organizations Certificate Exam
    Join us for this SOC for Service Organizations Deep Dive two-day webcast event. This must-attend event features considerations and application exercises covering complex SOC for Service Organizations-related situations to prepare you for your next engagement.
    Register at http://www.aicpastore.com/*//PRD~PC-WCSOCSS/PC-WCSOCSS.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $459.00
    Non-Member: $579.00
  • $299.00-$379.00
    SOC for Service Organizations Deep Dive: Two-Day Series 11:00 am - 05:00 pm ET Product #: WCSOCSS18003B
    Add to Calendar 09/12/2018 11:00:00 09/12/2018 17:00:00 America/New_York AICPA Webcast: SOC for Service Organizations Deep Dive: Two-Day Series
    Join us for this SOC for Service Organizations Deep Dive two-day webcast event. This must-attend event features considerations and application exercises covering complex SOC for Service Organizations-related situations to prepare you for your next engagement.
    Register at http://www.aicpastore.com/*//PRD~PC-WCSOCSS/PC-WCSOCSS.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $299.00
    Non-Member: $379.00
  • Read More
  • $459.00-$579.00
    SOC for Service Organizations Deep Dive: Two-Day Series + Advanced SOC for Service Organizations Certificate Exam 11:00 am - 05:00 pm ET Product #: WCSOCSS18003EB
    Add to Calendar 09/12/2018 11:00:00 09/12/2018 17:00:00 America/New_York AICPA Webcast: SOC for Service Organizations Deep Dive: Two-Day Series + Advanced SOC for Service Organizations Certificate Exam
    Join us for this SOC for Service Organizations Deep Dive two-day webcast event. This must-attend event features considerations and application exercises covering complex SOC for Service Organizations-related situations to prepare you for your next engagement.
    Register at http://www.aicpastore.com/*//PRD~PC-WCSOCSS/PC-WCSOCSS.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $459.00
    Non-Member: $579.00
  • $299.00-$379.00
    SOC for Service Organizations Deep Dive: Two-Day Series 11:00 am - 05:00 pm ET Product #: WCSOCSS18004B
    Add to Calendar 10/16/2018 11:00:00 10/16/2018 17:00:00 America/New_York AICPA Webcast: SOC for Service Organizations Deep Dive: Two-Day Series
    Join us for this SOC for Service Organizations Deep Dive two-day webcast event. This must-attend event features considerations and application exercises covering complex SOC for Service Organizations-related situations to prepare you for your next engagement.
    Register at http://www.aicpastore.com/*//PRD~PC-WCSOCSS/PC-WCSOCSS.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $299.00
    Non-Member: $379.00
  • $459.00-$579.00
    SOC for Service Organizations Deep Dive: Two-Day Series + Advanced SOC for Service Organizations Certificate Exam 11:00 am - 05:00 pm ET Product #: WCSOCSS18004EB
    Add to Calendar 10/16/2018 11:00:00 10/16/2018 17:00:00 America/New_York AICPA Webcast: SOC for Service Organizations Deep Dive: Two-Day Series + Advanced SOC for Service Organizations Certificate Exam
    Join us for this SOC for Service Organizations Deep Dive two-day webcast event. This must-attend event features considerations and application exercises covering complex SOC for Service Organizations-related situations to prepare you for your next engagement.
    Register at http://www.aicpastore.com/*//PRD~PC-WCSOCSS/PC-WCSOCSS.jsp AICPA noreply@aicpastore.com false MM/DD/YYYY AICPA WebEvent aiEQlNoFjzFNtMgVwmLn20911
    AICPA Member: $459.00
    Non-Member: $579.00
  • Read Less

Join us for this SOC for Service Organizations Deep Dive two-day webcast event that presents the content used in the SOC for Service Organizations School. This must-attend event features considerations and application exercises covering complex SOC for Service Organizations-related situations to prepare you for your next engagement.

This webcast will cover SOC for Service Organizations at an intermediate experience level. We will review:

  • Updates to the guidance applicable to SOC for Service Organizations examinations, including SSAE No. 18, SOC 1® and SOC 2® guide updates, 2018 description criteria, 2017 trust services criteria.
  • Planning, performing and reporting considerations related to SOC for Service Organizations examinations.
August Dates

SOC for Service Organizations Deep Dive - Day 1

Wednesday, August 22
9:00 AM - 1:30 PM ET

SOC for Service Organizations Deep Dive - Day 2

Thursday, August 23
9:00 AM - 3:30 PM ET
   
September Dates

SOC for Service Organizations Deep Dive - Day 1

Wednesday, September 12
11:00 AM - 3:30 PM ET

SOC for Service Organizations Deep Dive - Day 2

Thursday, September 13
11:00 AM - 5:00 PM ET
   
October Dates

SOC for Service Organizations Deep Dive - Day 1

Tuesday, October 16
11:00 AM - 3:30 PM ET

SOC for Service Organizations Deep Dive - Day 2

Wednesday, October 17
11:00 AM - 5:00 PM ET
   

Learning Objectives

When you complete this two-day webcast, you will be able to:

  • Identify changes in guidance affecting SOC for Service Organizations engagements.
  • Assess and evaluate the needs of a Service Organization to determine the appropriate SOC for Service Organizations engagement.
  • Evaluate the appropriateness of criteria selected in complex and nuanced SOC 1, SOC 2 and SOC 3® engagements.
  • Identify common SOC for Service Organizations engagement pitfalls and determine how to avoid them, particularly in more complex SOC for Service Organizations engagements.
  • Apply guidance to planning, performing and reporting on SOC for Service Organizations examinations.

Who Should Attend This Event

  • 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.
  • Those who are interested in the content from the AICPA SOC for Service Organizations School but do not want to travel.

Bundle and save with the Advanced SOC for Service Organizations Certificate Exam!

Show what you know. After attending the webcast, go one step further by completing the Advanced SOC for Service Organizations Certificate Exam. While the content is still fresh in your mind, demonstrate your competency and take your professional development to the next level. The certificate exam tests your ability to plan, perform and report on SOC 1 and SOC 2 engagements. After passing the online, 75 multiple choice question exam, earn a digital badge to proudly display on your social networks, online resume, company website and more. Simply select the "Webcast + Exam" option above.

For those who are new to SOC for Service Organizations reporting, consider taking the Introduction to SOC for Service Organizations Reporting self-study course.

Discounts

CITP credential holders qualify for an additional savings!

Save $60 on the "Webcast" or $50 on the "Webcast + Exam". When you log into this website with your AICPA member account, the section discount will be automatically applied during checkout. Section discounts cannot be combined with any other offer. Should you have any questions or encounter any issues, please contact the AICPA Service Center at 888-777-7077 or service@aicpa.org.

Speaker Bio

Jeffrey S. Locketz CPA, CGMA, CITP, CISA

With 30 years of public accounting experience and over 25 years of IT assurance and consulting experience, Jeff has developed a keen understanding of how information systems interact with business needs. The evolution of the accounting practice and an interest in information technology brought Jeff to where he is today.

Jeff has experience with service organization control reports, IT strategic planning, IT security assessments and planning, business continuity planning, and IT internal controls examinations and planning. He specializes in consulting with business owners to help manage their information systems and internal control structures. He is also a frequent speaker on information controls, security and business continuity planning.

Jeff leads an exceptionally healthy lifestyle. In his free time, you'll find him at the gym or exploring the Minneapolis lakes. He and his wife Judy have twin boys.

Sean Linton CPA, CITP

Sean brings a wealth of experience to technology consulting. After starting his career in the US Navy, Sean went on to study business and earned a Bachelor’s of Science degree in Accounting. He then spent several years performing financial statement audits with a national firm based in Denver, Colorado. During this period, he found a passion for controls auditing and made the switch from numbers to controls full-time. He has been specializing in SOC 1 and SOC 2 reporting ever since. He enjoys building strong foundations of trust with his clients and strives to implement creative ways to test controls when standard approaches are no longer viable.

He brings experience working with a full range of organizations from small investment firms to massive international corporations. Over the years he has performed fieldwork in France, India and Hong Kong with international teams, which has allowed him to become versed in international reporting and compliance frameworks in addition to his strong working-knowledge of US reporting guidance and regulations.

Professionally, Sean enjoys training and mentoring colleagues who are new to the profession. In his free time, he harkens back to his Colorado roots searching for outdoor activities such as fishing, canoeing or hiking with his wife and three young children.

System Requirements