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Navigating the New Trust Services Criteria

This webinar entitled “Navigating the New Trust Services Criteria” was originally produced on Thursday, May 31, 2018.

The webinar was hosted by McKonly & Asbury Partner, Michael Hoffner and Senior Managers, Josh Bantz and Samuel BowerCraft, and reviewed the new Trust Services Criteria that will be effective for SOC 2 and SOC 3 reports issued after December 15, 2018.

The emphasis of this webinar was on evaluating the changes to the criteria, impacts on the report, and processes and procedures for transitioning from the 2016 Criteria to the 2017 Criteria. The presenters looked in-depth at how clients should map their controls from the 2016 Trust Services Criteria to the 2017 Trust Services Criteria including challenges with the new criteria. 

During this webinar, attendees learned:

  • An introduction to the new 2017 Trust Services Criteria.
  • Mapping the 2016 Criteria to the 2017 Criteria.
  • Successful techniques to transition SOC 2 and SOC 3 Controls to the 2017 Trust Services Criteria.
  • Navigating challenges in implementing the 2017 Trust Services Criteria.

This free, one hour-long webinar took place on Thursday, May 31st at 2:00 p.m. EST. One “Audit” CPE credit was available for this one hour-long webinar. The level for this CPE was intermediate and there was a prerequisite of a basic understanding of SOC reporting for this CPE. This program was a live webinar which offered attendees the opportunity to ask questions and interact with the presenters.

If you have any questions regarding the material covered in this webinar, please contact us.

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