SOC lessons learned

SOC: lessons learned from a year of remote engagements

System and Organization Controls (SOC) examinations, in many cases, transformed overnight into a completely virtual experience because of the pandemic. Join Baker Tilly as we analyze the internal control environment and areas that have been most affected by this change. We will also discuss virtual engagement leading practices and how to work in partnership with your SOC engagement team for the most effective and efficient audit.

Key learning objectives

After attending this webinar, you will be able to:

  1. Describe challenges and concerns of a remote SOC examination
  2. Discuss approaches for cyber enhancements that may be beneficial in a remote environment
  3. Describe practical approaches for an effective and efficient SOC examination in a remote environment.
  4. Identify enhanced vendor management procedures 
Who should attend?

This webinar is intended for service organizations across a variety of industries including financial services, healthcare and software or information technology (IT) services that have SOC examinations performed over their operations, or those considering it. Users of the SOC reports may also find the webinar helpful to understand impacts of COVID-19 on SOC examinations being performed at your service providers.

Meet your presenters
  • Emily Di Nardo, CPA, CITP, HITRUST CHQP, Senior Manager, Financial Services Risk Advisory Practice
  • David Gola, CISA, CFE, Senior Manager, Risk Advisory Practice
Information about CPE eligibility

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

CPE sponsor

CPE credit: One (1) hour total credit
Level: Basic
Field of study: Auditing
CPE host: Nancy Chen

Similar events


Insurance hot topics virtual series: Transform your insurance data with a digital strategy


New year, new economy


2021 Insurance regulatory insights: A regulator panel discussion


Supply chain risks: responding to new federal demands after “SolarWinds”