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Schellman Training

SOC 2 Comprehensive

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Course Summary

The SOC 2 Comprehensive course is provided through either an onsite or remote offering. This is a highly interactive instructor-led course designed to deliver or build upon prior understanding of SOC 2 concepts. Real-world scenarios, illustrations, and examples are part of the courseware.

This course is offered exclusively through Schellman’s LEAD instructors. Your instructor has years of relevant experience in the execution of all phases of SOC reporting, including the planning, execution, and reporting phases, both as an assessor and the recipient of these assessments. Students will have opportunities to ask questions directly to an assessor and subject matter expert in the field of SOC 2 reporting.

This course is eligible for continuing professional education (CPE) hours: 8 hours

Professional Fees: $895 per student
Minimum Class Size: Five (5) students

Details

The SOC 2 Comprehensive course is provided through either an onsite or remote offering. This is a highly interactive instructor-led course designed to deliver or build upon prior understanding of SOC 2 concepts. Real-world scenarios, illustrations, and examples are part of the courseware.

This course is offered exclusively through Schellman’s LEAD instructors. Your instructor has years of relevant experience in the execution of all phases of SOC reporting, including the planning, execution, and reporting phases, both as an assessor and the recipient of these assessments. Students will have opportunities to ask questions directly to an assessor and subject matter expert in the field of SOC 2 reporting.

Additional Course Options

This course is part of the SOC Reporting Boot Camp. Students can opt to have this subject matter address as part of the comprehensive (20 CPE) boot camp course.

Course Materials

No prerequisites. Course materials will be presented by the instructor. CPE certificates to be issued within two (2) business days of event conclusion and satisfactory completion of student participation.

Additional Course Options

This course is part of the SOC Reporting Boot Camp. Students can opt to have this subject matter address as part of the comprehensive (20 CPE) boot camp course.

In this course, students will:

  • Identify the primary purpose and intended use of the SOC 2 report
  • Understand the primary similarities and differences of the SOC 2 compared to the other SOC reporting brands
  • Identify the components of the SOC 2 report
  • Understand the organization’s obligations in the SOC 2 examination process
  • Identify the major planning considerations for the SOC 2 report
  • Identify the necessary documents not included in the SOC 2 report
  • Identify the primary use cases for the SOC 2 report
  • Understand the common pitfalls in the SOC 2 reporting process
  • Identify the principal service commitments and requirements and their relevance in the SOC 2 reporting process
  • Understand the qualifying (report failure) conditions and how to avoid them
  • Understand the description criteria and the controls criteria
  • Understand the SOC 2 auditor’s primary requirements
  • Understand the common minimum evidentiary matter guidelines for satisfying auditor requests
  • Identify the appropriate ways to market and communicate the completion of your SOC examination (sales and marketing)
  • Understanding when it is appropriate / inappropriate to request a SOC 2 from your vendor

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“Schellman” is the brand name under which Schellman & Company, LLC and Schellman Compliance, LLC provide professional services. Schellman & Company, LLC and Schellman Compliance, LLC practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. Schellman & Company, LLC is a licensed certified public accounting firm (Florida license number AD62941) registered with the Public Company Accounting Oversight Board (PCAOB) that provides attest services to its clients, and Schellman Compliance, LLC provides nonattest cybersecurity and compliance professional services to its clients. Schellman Compliance, LLC is not a licensed CPA firm. Schellman & Company, LLC and Schellman Compliance, LLC are independently owned and are not liable for the services provided by any other entity providing services under the Schellman brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by Schellman & Company, LLC and Schellman Compliance, LLC.