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SOC Reports: Picking the Right One FLEXCAST

Available Until

Your Desk

2.0 Credits

Member Price $98.00

Non-Member Price $113.00


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.


Cloud computing as it evolves. IAAS: infrastructure as a service. PAAS: platform as a service. SAAS: software as a service. Cloud deployment models. Types of SOC reports. The SOC framework for user auditors of user organizations. The degree of interaction. SOC 1 report.



Designed For

CPAs, controllers, accountants, financing professionals, business owners, and managers.


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. Decide on which report/engagement to choose. List tips and insights on best practices with SOC engagements and reports.




This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.


Leader Bios

Sunish Mehta, Western CPE

Sunish Mehta is a Client Services Professional with over 14 years of experience in Management Consulting and Assurance services, serving both Fortune 500 companies & small to midsize growth oriented entrepreneurial companies. He has lectured at University of California-Los Angeles (UCLA) since 2003 and received his B.S. in Business Administration from California State University, Northridge. He is a licensed Certified Public Accountant in California. Over the course of his client services career, Sunish has worked for two international CPA Firms, including his current position as a Senior Manager in Advisory Services. While serving clients of all sizes and in various industries, he has specialized in addressing the issues encountered by growth oriented and entrepreneurial companies and by small to midsize CPA firms who serve such companies in terms of strategic, operational and technology challenges. Sunish has instructed courses in Financial Auditing and Accounting, on an adjunct basis for the UCLA Certification of Accounting Program. He has conducted staff training in assurance and advisory programs. He excels in leading discussions and workshops in the areas of finance, operations and technology for his clients. He is a member of the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants.

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Non-Member Price $113.00

Member Price $98.00