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Surgent's System and Organization Controls (SOC) Engagements

 Wed, 10/22/2025 from 10:00 am to 12:00 pm
 
2.0
26 / 2-62303
Registration is Open
Member Price
$99.00 Regular Registration
Your Price
$104.00 Regular Registration
Designed For:

Experienced CPAs, CITP designation holders and aspirants, and accountants seeking a greater understanding of information systems and controls

Prerequisite:

Basic understanding of auditing principles

In today's interconnected world, safeguarding information systems is crucial. This course will provide a comprehensive understanding of SOC engagements, exploring the types of reports (SOC 1r, SOC 2r, and SOC 3r) and the related management assertions. The use of the reports for internal controls over financial reporting (ICFR) and operations and compliance will be analyzed. This course equips accounting professionals with the knowledge to effectively lead in compliance reporting.

Delivery Method: Individual webcast
CPE Credit: Information technology
Program Level: Basic

This course is being offered by a 3rd party vendor and will not be accessible on your My CPE page. Webinar access information will be emailed directly to you by Surgent McCoy.

Objectives

  • Explain the purpose of the Trust Services Criteria and its organization
  • Understand the purpose of SOC reports and the roles of key players and identify management assertions specific to different SOC engagement types
  • Recall the intended users of SOC 1®, SOC 2®, and SOC 3® reports
  • Explain how materiality is determined and used in performing a SOC engagement
  • Summarize the criteria for a vendor to be considered a subservice organization
  • Explain the considerations for deciding between the inclusive and carve-out method for subservice organizations
  • Define service commitments and system requirements in a SOC 2® engagement
  • Determine the appropriate form and content of a report on the examination of controls at a service organization

Advanced Preparation

None

Vendor

The Virginia Society of CPAs (VSCPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: NASBARegistry.org.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call (800) 733-8272.