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Thursday, July 30, 2026 Live Webcast

Emerging Technologies Interest Group Meeting:Your Firm Runs on Vendors: What Their SOC Reports Tell You (E2607218)

9:00 AM - 10:30 AM EDT

Registration: 9:00 AM EDT

webcast

Zoom

1 CPE Credits in SK

OVERVIEW

Understand how System and Organization Controls (SOC) reports can assure clients and stakeholders that a business securely manages data, protects privacy and maintains reliable operations.

DESIGNED FOR

Members of the Emerging Technologies Interest Group

BENEFITS

Learn how to:

  • Identify the key sections of a vendor SOC report that are most relevant to CPA firm practice management.
  • Interpret the SOC auditor’s opinion and recognize the practical significance of clean, qualified, adverse or disclaimer opinions.
  • Evaluate complementary user entity controls, and explain why a firm’s own control responsibilities affect reliance on the SOC report.
  • Assess the strength of control testing by distinguishing stronger evidence, such as examination, testing and sampling, from weaker procedures, such as inquiry of management.
  • Apply SOC report findings to practical vendor oversight decisions, including onboarding, annual review, renewal, risk escalation and internal documentation.

    • HIGHLIGHTS

    Highlights include:

  • Why vendor SOC reports matter to CPA firms
  • SOC reports in plain English
  • Is this report useful? Opinion, scope, period and relevance
  • User control considerations: What the firm must do
  • Testing language: What did the SOC auditor actually do?
  • Turning the SOC review into practice-management value

    • COURSE LEVEL

    Basic

    PREREQUISITES

    None

    ADVANCE PREPARATION

    None

    INSTRUCTOR

    Yigal Rechtman

    Yigal M. Rechtman, CPA, CFE, CITP, CISM

    Managing Partner

    Rechtman Consulting LLC

    Read bio

    PRICING

    Only Emerging Technologies Interest Group members can attend this event.
    Click here to join the interest group.
    Free Event


    Note: Online pre-registration will close 24 hours prior to this event.

    ADDITIONAL OPTIONS

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    COURSE DEVELOPER

    Emerging Technologies Interest Group
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