SSAE SOC Audits: Auditee - Auditor - Assessor Training

This event qualifies for 20 CPEs

Audits of "SOC" (System and Organization Controls) has been governed since May 1, 2017 by the application of "SSAE" (Statement of Standards for Attestation Engagements) 18. This AICPA Standard replaced SSAE 16, just as SSAE 16 replaced SAS 70. This SOC audit standard has required the users of SOC audit reports to adjust their compliance programs to fit the new reporting standards. SSAE 18 has proven to be more comprehensive than the prior standards concerning SOC audits.


Learn the best practices for preparing, conducting and assessing audit compliance reports under SSAE 18 Auditing Standard for System and Organization Controls (SOC).


This program takes a hard look at System and Organization Controls (SOC).

This five morning virtual CPE event designed to look at SSAE 18s SOC requirements from all three viewpoints:

  • The Service Organization,
  • The External Auditor,
  • The Report User.


The materials provide an understanding of an effective program for the creation of a system of internal controls within a service organization and its assessment under SSAE 18 based audits. It also provides the Report User with insights into what does this assessment really mean?


It was created to allow service organizations to create effective internal controls to be audited by External Auditors. It trains the report reviewer to assess the SSAE 18 Audit Report against their needs from a service provider.


This program will help your organization develop and maintain an effective SSAE 18 program to comply with the Sarbanes-Oxley Act (SOX) Section 404 or other similar regulations. Compliance efforts will be changing as SSAE 18 goes into effect.


Our attendees will learn that a top-down, risk-based approach to SSAE 18 concerning service provider preparation, external audit execution and report assessment. The presentation includes:

  • Creating a Service Organization Risk Assessment
  • Evaluating Client Requirements
  • Determining Regulatory Implications
  • Defining Service Delivery Controls
  • Creating Written Policies & Procedures - Communicating Standards to Service Staff
  • Managing Vendors
  • Maintaining Physical Access Controls
  • Maintaining Security Controls
  • Maintaining SSAE Standards Compliance
  • Maintaining Availability Controls


Follow the below links for further detail information:
Seminar Highlights
Learning Objectives
Key Issues on the Agenda


The retail cost of this CPE seminar is $1,900.00 for the first attendee from a single organization. Discounts are available for more than one attendee from each organization: (2) $3,600.00 (3) $5,400.00 (4) $7,100.00 (5) $8,800.00.

To reserve your space, click here on "SIGN-UP NOW!". You have to complete the registration form and use the corresponding "Submit Registration Form and Move to Payment Options Page" button for filing the registration and moving to the payment page.


Each attendee will receive 20 CPE Hours (YB). A certificate of completion will be provided.


Program Level of Understanding: Basic
Prerequisites: None
Advance Preparation: None
Delivery Format: Group Internet Based
NASBA Field(s) of Study: Auditing, Information Technology
CPE Credits: 20, based on 50 minutes of instruction per hour

Speaker and Presenter Information

David S. Marshall, MBA, CISA, CFE is a Principal with Infotech Global, a provider of audit, compliance, IT and training services from Chicago, IL area. With over 20 years of experience, he is an expert in internal control, the Sarbanes-Oxley Act and information technology. He has assisted numerous companies, from startups to multinationals, improve their operations by strengthening their internal control programs and complying with Sarbanes-Oxley, as well as providing IT auditing, computer security and fraud prevention training.

Relevant Government Agencies

Air Force, Army, Navy & Marine Corps, Intelligence Agencies, DOD & Military, Office of the President (includes OMB), Dept of Agriculture, Dept of Commerce, Dept of Education, Dept of Energy, Dept of Health & Human Services, Dept of Homeland Security, Dept of Housing & Urban Development, Dept of the Interior, Dept of Justice, Dept of Labor, Dept of State, Dept of Transportation, Dept of Treasury, Dept of Veterans Affairs, EPA, GSA, USPS, SSA, NASA, Other Federal Agencies, Legislative Agencies (GAO, GPO, LOC, etc.), Judicial Branch Agencies, State Government, County Government, City Government, Municipal Government, CIA, FEMA, Office of Personnel Management, Coast Guard, National Institutes of Health, FAA, Census Bureau, USAID, National Guard Association, EEOC, Federal Government, State & Local Government, FDA, Foreign Governments/Agencies, NSA, FCC

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This event has no exhibitor/sponsor opportunities

Mon-Fri, Feb 1-5, 2021, 10:00am - 2:45pm CT


Single Attendee:  $1900.00 (Until 02/01/2021)

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