Gain a better understanding of the reporting requirements regarding compliance under SSAE 18.
This topic will discuss the rules of SSAE 18s and the benefit/costs for the organizations and auditors using the SSAE 18. Discuss some of the new types of engagements, including comparison of SOC 1, SOC 2 and SOC3. Finally, discuss the different types of IT and security controls, including practical and cost effective implementation.
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
An Overview of SOC Report Types
- SOC 1 - Type I and Type II
- SOC 2 - Type I and Type II
- SOC 3 - Worth It or Not
Key Items to Review in SOC Reports
- Management's Assertion
- Control Description
- User Control Considerations
- Subservice Organization Complementary Controls
- Information Provided by Independent Auditor
Emerging Trends and Issues
- New Framework
- CCM
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
OnDemand Course
This course was last revised on November 19, 2018.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty

Craig Allen
Marcum LLP
- Supervisor in the Marcum LLP’s New Haven office and a member of its IT Risk and Assurance Services practice group
- Responsible for the overseeing of IT engagements, including SOX 404 attestation, SOC 1/2/3 reports, internal audits, cybersecurity assessments, application reviews and HIPAA Compliance
- Has extensive experience with clients within the banking and capital markets, pharmaceutical, technology and manufacturing industries
- Collectively has more than 6 years of related professional experience
- Prior to working at Marcum, he previously worked at EY and RSM, conducting and overseeing internal and external audits and SOC 1/2 reports for large public and private firms
- B.S. degree in corporate finance and accounting, Bentley Univesity; M.S. degree in accounting, Bentley University
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Why Lorman?
Over 34 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

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