SOC & Audit: Using Third-Party Assurance Together
July 23, 2026Many organizations run System and Organization Controls (SOC) reporting and the financial statement audit as separate efforts, creating duplicate work and unnecessary strain on internal teams. This session explores what changes when those engagements are coordinated under a single methodology and provider, and where that coordination can create efficiencies.
The session also covers common blind spots in third-party assurance programs and practical ways to address them. Attendees will leave with a better understanding of how an integrated approach can help reduce compliance overhead and strengthen governance.
Learning Objectives
Upon completion of this program, participants should be able to:
- Identify the inefficiencies that arise when SOC reporting and the financial statement audit are managed separately.
- Examine and weigh the operational and cost benefits of coordinating assurance activities under a unified approach.
- Recognize common gaps in third-party assurance programs and apply practical frameworks for addressing them.
CPE Information
1.00 CPE Credit(s) (pending approval)
One CPE credit (pending approval) in the Information Technology field of study may be awarded upon verification of participant attendance, during live broadcast.
Who’s This For
CFOs, CIOs, CISOs, chief audit executives, controllers, internal audit directors and managers, IT directors, information security directors, compliance officers, and audit committee members.
Prerequisites
None
Delivery Method
Group internet-based. Each attendee must be logged in and answer the poll questions to receive CPE credit.
Refund Policy
There is no fee associated with this event.
Program Level
Basic
Recommended Field of Study
Information Technology
Advanced Preparation
None
If you have concerns or would like information regarding program cancellation policies or CPE credit, contact us at [email protected].
Forvis Mazars, 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.nasbaregistry.org.