SOC essentials and reporting options

Event Info

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How the Trust Services Criteria changes will impact user organizations

As service organizations move into the 2017 SOC reporting cycle, we will discuss ways to meet the needs of user organizations, while maintaining compliance with the newly released SSAE 18 standard. We will review recent Trust Services Criteria changes and user perspectives you should build into this year’s planning process and incorporate into 2018 and beyond. 

Key learning objectives

  • Scoping: Define key risk areas and incorporate industry trends to efficiently and effectively meet users’ vendor management requirements and reporting needs. Understand what SOC 2 + is as how it can aid your organization’s regulatory requirements.
  • SSAE 18 updates and execution: Enhance existing test procedures to address recent PCAOB and AICPA focus areas / guidance and learn what changes SSAE 18 aims to make. Understand changes to the Trust Services Criteria and how they impact your organization.
  • Reporting: Revisit report content for level of detail, clarity and tone to demonstrate commitment to risk management and internal control, while meeting the needs of a broad audience. 

Meet the presenters

Mark Boettcher, CPA, CISA
Senior Manager – Risk, Internal Audit and Cybersecurity

Andrew Wittig, CIA, CISA
Senior Manager – Risk, Internal Audit and Cybersecurity

Information about CPE eligibility

There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar.

CPE credit: one (1) hour total credit
Field of study: Management advisory services (MAS)
CPE host: Lindsey Johnson

A certificate of completion will be emailed to you four to six weeks after the event.

For more information regarding administrative policies such as complaint and refund, please contact our offices at 608 240 2522.

Baker Tilly Virchow Krause, LLP 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: