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Schellman Training

SOC Fundamentals

Course Summary

In this course, students will gain an understanding of the history of SOC reporting and the intended purpose of those reports. The course will provide an overview of the SOC reporting framework and components of each SOC report option. Additionally students can expect to learn the primary entities (organizations and individuals) involved in SOC reporting, as well as the primary users of SOC reports. The class will also explain the most common factors and considerations for selecting the correct SOC reporting brand.

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 Fundamentals course is provided through a remote offering. While the curriculum is delivered remotely using presentation software, the course is designed for student interaction. 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. Students will have opportunities to ask questions directly to an assessor and subject matter expert in the field of SOC 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 assurance gap the SOC reporting brands are intended to close
  • Identify the primary participants and users of SOC reporting
  • Understand the SOC reporting brands available
  • Understand the primary similarities and differences across the five (5) SOC reporting brands
  • Identify the components of each SOC report
  • Identify the major scoping aspects for each report
  • Identify the primary use cases for each report

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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.