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Getting the Most Out of SOC Reports (Not-for-Profit & Government Accounting Conference)


CPE Credits



PICPA Member: $29 | Nonmember: $39

 More Information

Course No.

You will have up to 90 days after the date of purchase to complete the course and take the exam.


If you attended the Not-for-Profit & Government Accounting Conference on July 13-14, 2020, this course would be considered a duplicate and cannot be used towards your CPE requirement.


Earn during your lunch break!

As financial process automation has expanded and grown, organizations are relying more than ever on third parties for aspects of their financial control.

Hear Jeffrey A. Kowalczyk cover the following:

  • Understanding the entity's and auditor's responsibilities for assessing third party controls
  • Identifying the appropriateness and sufficiency of SOC reports
  • Documenting use of SOC reports in financial audits




Jeffrey A. Kowalczyk, CPA, CFE
Barbacane Thornton & Company LLP

Jeff Kowalczyk is an audit and tax manager with Barbacane, Thornton & Company LLP, with specialties in governmental, non-profit, and employee benefit plan clients.  In his capacities, he has worked with clients to implement complex accounting standards and to respond to changes in the financial and regulatory environment, and has provided advisement on internal control development and implementation.  In addition, he has provided training internally and through external client seminars.

Jeff obtained his bachelors of science in accountancy from the University of Delaware and is currently pursuing graduate studies at West Chester University. He is a Certified Public Accountant licensed in Pennsylvania and Delaware as well as a Certified Fraud Examiner.  He is a member of the AICPA and the PICPA, including serving on the PICPA’s Not Profit Committee.

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