CPE Self-Study
SOC for Service Organizations Deep Dive
Online: 13.0, Online + Exam: 13.0
Covers complex SOC for Service Organizations-related situations to prepare you for your next engagement.

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Product details

Who Will Benefit

  • 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.

Key Topics

  • 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.

Learning Objectives

  • 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.

Presenting the content used in the SOC for Service Organizations School, this CPE course features considerations and application exercises covering complex SOC for Service Organizations-related situations to prepare you for your next engagement.

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

Show what you know. After finishing this course, 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. Simply select the "Online + Exam" option above.

You will receive FREE eBook versions of the SOC 1 Guide, Reporting on an Examination of Controls at a Service Organization Relevant to User Entities' Internal Control Over Financial Reporting (SOC 1®) - Guide and the SOC 2 Guide, SOC 2® Reporting on an Examination of Controls at a Service Organization Relevant to Security, Availability, Processing Integrity, Confidentiality, or Privacy with either purchase option!

Ratings and reviews

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.


American Institute of CPAs

The American Institute of CPAs (AICPA) is the world’s largest member association representing the CPA profession, with more than 418,000 members in 143 countries, and a history of serving the public interest since 1887. AICPA members represent many areas of practice, including business and industry, public practice, government, education and consulting.

The AICPA sets ethical standards for the profession and U.S. auditing standards for private companies, nonprofit organizations, federal, state and local governments. It develops and grades the Uniform CPA Examination, and offers specialized credentials for qualified professionals who concentrate on personal financial planning; forensic accounting; business valuation; and information management and technology assurance. With The Chartered Institute of Management Accountants (CIMA), it offers the Chartered Global Management Accountant (CGMA) designation, which sets the global benchmark for quality and recognition in management accounting.

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CPE credits
: 13.0,
Online + Exam
: 13.0
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. Knowledge of the 2017 trust services criteria.
Delivery Method
QAS Self-Study
Course acronym
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