Surgent's System and Organization Controls (SOC) Engagements (SOC2)
2025-12-23 15:00 - 17:00 UTC | Webinar
Surgent's System and Organization Controls (SOC) Engagements (SOC2)

12/23/25 09:00 AM CST
- 12/23/25 11:00 AM CSTDescription:
In todayâ€™s interconnected world, safeguarding information systems is crucial. This course will provide a comprehensive understanding of SOC engagements, exploring the types of reports (SOC 1Â®, SOC 2Â®, and SOC 3Â®) 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. Objectives:Explain the purpose of the Trust Services Criteria and its organizationUnderstand the purpose of SOC reports and the roles of key players and identify management assertions specific to different SOC engagement typesRecall the intended users of SOC 1®, SOC 2®, and SOC 3® reportsExplain how materiality is determined and used in performing a SOC engagementSummarize the criteria for a vendor to be considered a subservice organizationExplain the considerations for deciding between the inclusive and carve-out method for subservice organizationsDefine service commitments and system requirements in a SOC 2® engagementDetermine the appropriate form and content of a report on the examination of controls at a service organizationPresenters:Cory NgField of Study:Information Technology (2)Major Topics:Purpose and organization of the Trust Services CriteriaManagement assertions specific to different SOC engagement typesIntended users of SOC 1®, SOC 2®, and SOC 3® reportsDetermination and use of materiality in SOC engagementsCriteria for considering a vendor as a subservice organizationInclusive vs. carve-out method for subservice organizationsService commitments and system requirements in SOC 2® engagementsAppropriate form and content of SOC reportsLocation:
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