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Leveraging SOC 2® reports to meet stakeholder expectations

February 20, 2020 @ 12:00 pm - 1:00 pm EST


Participants of the live webinar will be eligible for 1 free CPE credit.

In this webinar, Baker Tilly cyber assurance specialists will discuss the AICPA’s Trust Services Criteria (TSC) and description criteria, with a focus on SOC 2 and its Common Criteria. The discussion will also address the multitude of options for SOC 2 reporting including SOC 2 Plus, the role of governance in SOC 2 and how to select a solution that fits the needs of your organization’s external stakeholders, and the industry shift in leveraging SOC reports to gain efficiency in responding to business associate vendor inquiries.

Key learning objectives
After attending this webinar, participants will be able to:

  • Describe the evolving expectations of customers and business associates and the impact of emerging regulation.
  • List the Trust Services categories, Common Criteria and governance leading practices.
  • Identify the intended use for each of the TSC, and the use of SOC 2 Plus to address external stakeholders needs.
  • Explain evolving stakeholder expectations and the role of emerging regulations.
  • Recognize the shift in highly regulated industries (financial services, healthcare, public companies) in leveraging SOC 2 for efficiency.

Who should attend?
This webinar is intended primarily for issuers of SOC reports. SOC report recipients may find value in this presentation to better understand scoping their SOC exam.

Meet your presenters

Ben Lozano, CPA, CISA
Partner – Risk, Internal Audit and Cybersecurity

Russ Sommers, CPA, CISA
Senior Manager – Risk, Internal Audit and Cybersecurity

Information about CPE eligibility

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

Level: Basic
CPE credit:
 1 hour total credit
Field of study: Specialized knowledge (SK)

A certificate of completion will be e-mailed 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: www.learningmarket.org.

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