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 March Meeting - Latest Issues and Guidance on Service Organization Controls (SOC) Reports

3/12/2014 11:30 AM
3/12/2014 1:00 PM
Holiday Inn San Antonio Airport (77 NE Loop 410, San Antonio, TX 78216) in the Rio Grande Ballroom | Texas
Course Overview:

With several years of the Service Organization Controls reporting standards under our belts, we have learned how to be more effective and efficient in using the reports. This session will cover lessons learned in SOC 1 and SOC 2 reporting by service organizations, user entities, and user auditors. We will cover how to complete effective evaluations of reports to effectively leverage the information provided and manage risk.

Learning Objectives: 

At the end of this course, attendees should understand the following important topics that will be covered:

  • SOC Reporting Landscape
  • Reporting options of the service organization
  • Obtaining the right type of report
  • Uses of different types of reports and reporting options
  • Effective & efficient evaluations of reports
  • Additional AICPA clarifying guidance
Speaker Bio:

Brian Thomas, CISA, CISSP, has more than 15 years of experience in management consulting and risk advisory services. With experience managing teams delivering IT-focused solutions such as SOC reporting, system integration, information security, SOX assistance, IT audits, and IT project management, Brian brings diverse knowledge and technical skills to his clients. His responsibilities currently include the management and development of Weaver’s IT advisory practice and he is involved in all aspects of the business. He has experience serving the technology, upstream oil & gas, downstream refining and chemical manufacturing, E&C, oil field services, utilities, and technology service provider industries.

Brian frequently speaks and publishes articles on the subject of information security and related subjects. He is a member of the American Institute of Certified Public Accountants IT Executive Committee’s SOC Reporting Task Force and a member of the IM Advisory Council at the McCombs School of Business of The University of Texas at Austin. He graduated with a master’s degree and a bachelor’s degree in civil engineering from the University of Texas at Austin.


  • Seasonal Green Salad
  • Chicken Piccata (Delicious Sautéed Breast of Chicken with Lemon Caper Sauce)
  • Served with Seasonal market Vegetables and Accompaniments
  • Warm Dinner Rolls with Sweet Creamy Butter
  • Iced Tea served with Meal and Rainforest Blend Coffee offered with dessert
  • Chef’s Choice of Dessert

​​​​​Meeting Registration:

To register, please complete the registration survey at IIA-March-2014.  You will be provided with the option to pre-pay using PayPal upon completion of the survey.

The registration and cancellation deadline is 5pm on the Friday before the meeting. Cancellations can be made by sending an email to 
Camille Marbury. Substitutions for a registered individual who cannot attend are welcome. No-show registrations will be billed.