SOC Reports: Picking the Right One

2 Credits: Auditing


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SOC Reports: Picking the Right One

Course Level
CPE Credits

2 Credits: Auditing

Course Description

SOC Reports? What are they? Which one do we need? Which one do we use? Type 1 or Type 2? So many questions and so many answers.

Join Sunish Mehta as he helps you in picking the right SOC Report for your clients and engagements easier, informed, and clear! Take a deep dive into the SOC Reporting Framework from the AICPA – System & Organizational Controls including SOC 1, SOC 2, SOC 3 and other reports including CRMP, Supply Chain and upcoming additions related to Block Chain Processing.

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Learning Objectives

Upon completing this course, participants will be able to:

  • Identify the nature and characteristics of fraud
  • Describe the background of the discontinuation of SAS 70
  • Describe the use of SSAE 18 and AUC 402
  • Become familiar with the SOC 1, SOC 2 and SOC 3 reports and engagements and the differences between
  • Decide on which report/engagement to choose – the CPA and Client discussion
  • List tips and insights on best practices with SOC engagements/reports
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Course Specifics

Course ID
Revision Date
May 16, 2022


Advanced Preparation


Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Sunish Mehta, experienced CPA, CGMA, CPE Instructor and thought leader. As founder and principal of Mindful-CPA  Mindful-PRO, Sunish has over 25 years’ experience. He leads training courses in Accounting, Auditing, Leadership & Management and Mindfulness. In addition, Sunish is a contributing Instructor for the UCLA Certification Program in Accounting where he is an adjunct lecturer. Professional Highlights: Inner MBA – New York University 2021. BS in Accounting & Business Admin – California State University, Northridge 1993 Independent Consultant & Trainer with Thomson Reuters, 20-20 Services LLC, Spidell Education with 12 years of experience and going…. Over 15 years with EY, …

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