Get Value from Each SSAE16
Financial institutions rely heavily on the information contained in SSAE16 reports.

Gain important knowledge about properly understanding these reports to better control risk management in outsourced relationships and make more effective decisions.

The American Institute of Certified Public Accountants (AICPA) has retired the Statement on Auditing Standards No. 70 (SAS 70) with a new process containing 3 Service Organization Control reporting types. These include the Service Organization Controls No. 1 (SOC1), Service Organization Controls No. 2 (SOC 2) and Service Organization Controls No. 3 (SOC 3) report types. Employees responsible for vendor management and third party management will gain important knowledge about properly understanding these reports to better control risk management in outsourced relationships. Management will become empowered to make more effective decisions through a clear understanding of the risks to customer information and the importance of SSAE16 reports.


  • Outsourcing related technology trends
  • Outsourcing threats
  • Outsourcing risk management
  • Purpose of SSAE16
  • Misconceptions about SSAE16 Reports
  • Weaknesses in SSAE16
  • Report types (SOC1, SOC2 and SOC3)
  • Specific procedures for extracting value from reports


Chief technology officers, information security officers, CFOs, compliance officers, risk managers and auditors at third-party service providers or user entities of third-party service providers.


Jon Waldman, CISA, CRISC, Partner and Senior Information Security Consultant for SBS, received his BS in Computer Information Systems with a minor in Business Administration and his MS in Information Assurance with an emphasis in Banking and Finance Security from Dakota State University. Jon is also a co-founder of SBS, and over the last 10 years,  has helped hundreds community banks across the country create and implement comprehensive, valuable and manageable Information Security Programs.

Credit Information

Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2 hours/session


Live Webinar:

Member price: $275.00 | Non member price $550.00

On-Demand Webinar

Member price: $295.00 | Non member price $590.00


Online: Visit the CBA Webinar Catalog

Mail: Click here and mail completed form with check payable to ConferenceEdge to: (Mail at least 10 days prior to event)

1516 Xavier St., Ste 500, Denver, CO 80204

Phone: Call ConferenceEdge at (877) 988-7526 (credit card payments only)

Please Note:

  • Preferred Payment Method: Online
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Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.