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May 14

How to read a SOC Report

Organizations rely heavily on third-party relationships to gain efficiencies, reduce operational costs, and to meet the evolving technology needs of customers. While third-party relationships are often beneficial, there are risks created by the relationships that need to be identified, assessed, and managed. In our session, we will discuss the importance of SOC reports in achieving due diligence and monitoring requirements, and how to properly digest the information in these reports to avoid common mistakes that can expose your organization to risks.

Wolf

Virtual location

You will receive a confirmation email with a URL.

May 14, 2025 01:00pm ET - May 14, 2025 02:00pm ET

Free

Jason:

Jason is a Senior Manager in Wolf’s IT Assurance Services group, where he is responsible for coordinating and executing IT audit services for financial institutions, healthcare SaaS organizations, and financial technology organizations. Jason has worked with financial institutions ranging from $300M to $10B in asset size. He has 12 years of experience providing IT audit services and specializes in facilitating and performing SOC readiness assessments and reports. Jason co-leads Wolf’s SOC audit practice. He also has considerable knowledge of information security practices, IT governance and general controls, risk assessments, vendor management, asset management, and internal control testing (FDICIA/SOX).


Joanna:

Joanna is a Manager in Wolf’s IT Assurance Services group, where she is responsible for executing IT audits and consulting work for clients in a variety of industries, including financial, software, and healthcare. Her experience in IT audits consists of reviews of general IT controls, third-party risk management, and business continuity management. She also has deep expertise in facilitating and performing System and Organization Controls (SOC) 1, 2, and readiness assessments. Joanna is one of the lead auditors for SOC audits and has over 7 years of experience executing these audits.