A tailored course, built for your situation
Influence Across More Business Units with SOC 2
Scale your control expertise beyond single-team deployments to shape cross-functional compliance strategy
$199 one-time
24-hour access provisioning
30-day money-back guarantee
Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
Who this is for
Mid-level compliance or risk practitioner at a global services firm, involved in designing or scoping SOC 2 audits across clients, seeking broader impact across business functions
Who this is not for
Entry-level auditors, SOC 2 novices, or practitioners focused only on internal audits without cross-functional scope
What you walk away with
- Lead SOC 2 scoping discussions across multiple business units using standardized control mappings
- Design system boundaries that reflect integrated data flows across departments
- Produce audit-ready documentation that aligns with both technical teams and business stakeholders
- Serve as the go-to advisor on control applicability across cloud, data, and financial systems
- Shape consistent compliance messaging across client engagements
The 12 modules (with all 144 chapters)
Module 1. Mapping SOC 2 Across Business Functions
Align control requirements with distinct roles in finance, IT, data, and operations using real-world client scenarios.
12 chapters in this module
- Control ownership by department
- Identifying shared vs unique risks
- Cross-functional data flow mapping
- Stakeholder-specific reporting needs
- Boundary setting across teams
- Control language consistency
- Risk threshold alignment
- Process overlap identification
- Documentation handoff points
- Audit trail integration
- Change management coordination
- Unified control testing schedule
Module 2. Scoping Multi-Team Environments
Define system boundaries that reflect integrated operations across client units without over- or under-scoping.
12 chapters in this module
- Multi-department workflow analysis
- Identifying core vs supporting systems
- Data residency implications
- User access across functions
- Centralized logging feasibility
- Incident response coordination
- Change approval workflows
- Segregation of duties mapping
- Vendor management touchpoints
- Third-party risk alignment
- Policy exception tracking
- Evidence collection planning
Module 3. Reusable Control Templates
Build standardized control documentation that adapts across business units while maintaining audit integrity.
12 chapters in this module
- Template structure design
- Control objective harmonization
- Evidence type standardization
- Automation-friendly documentation
- Cross-client applicability
- Version control practices
- Client-specific customization
- Integration with ticketing systems
- Audit trail requirements
- Reviewer assignment logic
- Change tracking setup
- Approval routing configuration
Module 4. Stakeholder Communication Strategy
Tailor SOC 2 messaging to technical teams, business leads, and executive sponsors across departments.
12 chapters in this module
- Audience-specific summary formats
- Technical detail calibration
- Risk communication framing
- Executive dashboard design
- Meeting agenda structuring
- Escalation path clarity
- Feedback loop mechanisms
- Status update cadence
- Cross-unit alignment sessions
- Discrepancy resolution protocol
- Training material development
- Post-audit review planning
Module 5. Cross-Functional Control Testing
Coordinate testing activities across departments with aligned schedules and shared accountability.
12 chapters in this module
- Test plan synchronization
- Resource availability mapping
- Test owner assignment
- Evidence collection workflow
- Exception logging standards
- Remediation timeline setting
- Follow-up testing rules
- Automated test validation
- Sampling methodology alignment
- Control effectiveness scoring
- Audit trail review process
- Management sign-off steps
Module 6. Managing Distributed Evidence
Track and verify control evidence across geographically dispersed teams using centralized tools.
12 chapters in this module
- Evidence ownership matrix
- Central repository setup
- Access control configuration
- File naming conventions
- Version tracking method
- Automated collection triggers
- Manual submission process
- Review queue management
- Retention policy alignment
- Audit readiness checklist
- Gap identification process
- Corrective action logging
Module 7. Vendor Management in Multi-Unit Scope
Apply SOC 2 requirements consistently across third parties serving multiple business functions.
12 chapters in this module
- Vendor inventory creation
- Service provider classification
- Subservice organization mapping
- Third-party risk scoring
- Contractual obligation tracking
- Audit rights verification
- SOC 2 report consumption
- Gap analysis methodology
- Remediation coordination
- Ongoing monitoring setup
- Incident notification clauses
- Performance metric alignment
Module 8. Cloud Infrastructure Control Alignment
Map SOC 2 controls to shared cloud services used across departments including AWS and Azure.
12 chapters in this module
- Cloud service boundary definition
- Shared responsibility model application
- Identity and access management
- Logging and monitoring setup
- Data encryption standards
- Network security controls
- Change management in cloud
- Disaster recovery alignment
- Compliance automation tools
- Cost allocation tracking
- Resource tagging standards
- Access review frequency
Module 9. Data Lifecycle Compliance
Ensure SOC 2 controls cover data creation to deletion across distributed business units.
12 chapters in this module
- Data classification framework
- Creation metadata capture
- Storage location tracking
- Access request workflows
- Retention schedule enforcement
- Deletion verification process
- Data portability compliance
- Cross-border transfer rules
- Breach detection triggers
- Incident response coordination
- Legal hold procedures
- Audit trail completeness
Module 10. Continuous Monitoring Design
Implement automated controls that provide ongoing assurance across business functions.
12 chapters in this module
- Monitoring scope definition
- Key control identification
- Automation tool selection
- Alert threshold setting
- False positive reduction
- Incident escalation path
- Remediation workflow
- Trend analysis setup
- Dashboard customization
- Review cycle frequency
- Performance benchmarking
- Alert fatigue prevention
Module 11. Audit Readiness Coordination
Lead cross-functional teams to maintain continuous audit readiness across business units.
12 chapters in this module
- Pre-audit checklist development
- Readiness assessment cadence
- Gap identification process
- Remediation tracking system
- Stakeholder briefing protocol
- Evidence collection rehearsal
- Interview preparation guide
- Time zone coordination
- Language localization needs
- Document version verification
- Final review workflow
- Post-audit follow-up plan
Module 12. Scaling Expertise Across Engagements
Replicate proven SOC 2 approaches across client projects to increase impact and efficiency.
12 chapters in this module
- Playbook documentation
- Lessons learned integration
- Template adaptation process
- Peer review mechanism
- Training delivery setup
- Client feedback collection
- Process improvement cycle
- Cross-team collaboration
- Knowledge transfer planning
- Mentorship program design
- Best practice dissemination
- Impact measurement framework
How this maps to your situation
- Client with hybrid cloud and on-prem systems
- Multi-department SaaS platform rollout
- Global organization with regional compliance needs
- Mergers and acquisition integration scenario
Before vs. after
Before
Working in isolation on individual SOC 2 projects with limited influence beyond immediate scope.
After
Leading cross-functional compliance strategies where your SOC 2 framework sets the standard across business units.
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters)
- Downloadable templates and worked examples for every module
- Hand-built implementation playbook delivered alongside course access
- 30-day money-back guarantee
Delivery and format
- Course and learning environment access provisioned within 24 hours of purchase
- Hand-built implementation playbook delivered alongside course access
Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.
Time investment: Approximately 3-4 hours per module, designed to be completed over 12 weeks with practical application between modules.
How this compares to the alternatives
Unlike generic SOC 2 overviews, this course focuses specifically on extending control influence across departments using real-world client engagement patterns from global services firms.
Frequently asked
Who is this course designed for?
Mid-level compliance, risk, or audit professionals at services firms who lead or contribute to SOC 2 engagements across multiple clients or internal units.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will I receive practical tools?
Yes, downloadable templates, worked examples, and a hand-built implementation playbook are included with course access.
$199 one-time. Approximately 3-4 hours per module, designed to be completed over 12 weeks with practical application between modules..
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
30-day money-back guarantee·
144 chapters·
Hand-built playbook included·
Account access within 24 hours