SOC 2r Report Walkthrough - Iowa Society of CPAs

Overview

This webcast will walk you through a SOC 2 report, giving you enhanced knowledge of essential information for preparing or reviewing SOC 2 reports.

Get comfortable with SOC 2 reports.
Avoid potential pitfalls. For service auditors and user entities new to SOC 2 reporting, not understanding the report contents can result in reporting deficiencies or inappropriate identification of key information.

How will this course benefit you?
This webcast presents the contents of each section of a SOC 2 report, highlighting key items of interest. As a user or user auditor, you will be better able to identify pertinent information that affects your organization or audit work. And as a service provider or service auditor, you will be better able to recognize what users are looking for and meet the requirements of SSAE No. 18.

Why take this course?
Take this course as an introduction to SOC 2 reporting, to strengthen your foundational knowledge as you perform SOC 2 examinations as a service auditor or as you review SOC 2 reports as a user entity or user auditor.

Highlights

Sections within a SOC 2 report

CUEC considerations

Inclusive versus carve-out methods of reporting on controls at subservice organizations

Report opinion types

SOC 3 reporting

Bridge letters

Prerequisites

None

Designed For

Service auditors with 0-2 years of experience

Service organization management

Users (user entities and user entity auditors)

Security managers involved in vendor management

Objectives

Recognize the sections within a SOC 2 report and responsibility for each, including complementary subservice organization controls (CSOCs).
Identify key elements when reviewing a SOC 2 report, including complementary user entity controls (CUECs) and report opinion types
Recall considerations related to exceptions, bridge letters, and SOC 3r reports.

Notice

This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by AICPA.

Fees

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Jeff Lenning

Leader Bios

Jeff Lenning

Jeff Lenning is in charge of the day-to-day management and operations of Click Consulting. He is a nationally recognized speaker, author, and trainer, and provides Microsoft Excel and Access training to enterprise clients and provides continuing education to CPAs on technology related topics including Excel and Access. The Journal of Accountancy and other publications have featured many of his technology related articles. Lenning is heavily involved in the accounting profession. He is a former chair of the California CPA State Technology Committee, the co-chair of the California CPA OCLB Chapter Technology Committee, a Board Member of the California CPA OCLB Chapter, on the California Society of CPAs Council, and an instructor for the AICPA and the California CPA Education Foundation. He is a Microsoft Office Certified Excel Expert. He began his career at Arthur Andersen in the Orange County office in the audit practice. He then worked at Gateway computers as a Senior Financial Analyst, and then at Interpore Cross International as the Accounting Manager. In 2000, he started Click Consulting, a technology consulting firm which specializes in network support and web-application development.

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