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M&A escalations routed to your desk first with SOC 2

$199.00
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A tailored course, built for your situation

M&A escalations routed to your desk first with SOC 2

Become the default recipient for high-stakes, regulator-facing deliverables by mastering SOC 2 execution end to end

$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 IC in a global systems integrator, handling compliance-adjacent engineering work with exposure to audit cycles and cross-team coordination

Who this is not for

Executives seeking board-level narratives, engineers outside compliance-critical paths, or those focused on non-SOC 2 frameworks

What you walk away with

  • Produce regulator-ready SOC 2 reports that require no rework
  • Become the named recipient for M&A due diligence escalations
  • Lead evidence collection for peer team exceptions without escalation
  • Deliver control mappings that stand unedited in cross-functional reviews
  • Access a reusable playbook for SOC 2 Type I and Type II narratives

The 12 modules (with all 144 chapters)

Module 1. Initiating SOC 2 engagements
How to trigger a SOC 2 project with clear ownership, stakeholder mapping, and scope boundaries that prevent scope creep.
12 chapters in this module
  1. Defining engagement scope
  2. Identifying primary stakeholders
  3. Setting control boundaries
  4. Mapping system dependencies
  5. Initiating evidence collection
  6. Assigning control owners
  7. Documenting data flows
  8. Establishing review cadence
  9. Logging access controls
  10. Tracking changes
  11. Versioning control matrices
  12. Closing initiation phase
Module 2. Control selection and alignment
Precisely select controls from SOC 2 Trust Services Criteria that match system architecture and transaction risk.
12 chapters in this module
  1. Mapping TSC to systems
  2. Choosing CC types
  3. Aligning with NIST 800-53
  4. Excluding out-of-scope areas
  5. Tagging control ownership
  6. Linking to evidence
  7. Validating design
  8. Gap identification
  9. Remediation planning
  10. Reviewing with legal
  11. Finalizing matrix
  12. Signing off on selection
Module 3. Evidence collection workflows
Build repeatable processes for gathering logs, screenshots, and attestations that satisfy auditor scrutiny.
12 chapters in this module
  1. Identifying evidence types
  2. Scheduling log pulls
  3. Capturing screenshots
  4. Obtaining attestations
  5. Validating completeness
  6. Organizing files
  7. Versioning documents
  8. Securing storage
  9. Automating requests
  10. Tracking submissions
  11. Handling delays
  12. Finalizing package
Module 4. Testing control effectiveness
Run precision tests on key controls using sample sizes and intervals that match auditor expectations.
12 chapters in this module
  1. Defining test objectives
  2. Selecting samples
  3. Establishing timeframes
  4. Evaluating performance
  5. Documenting results
  6. Identifying exceptions
  7. Assessing severity
  8. Escalating findings
  9. Remediating gaps
  10. Retesting controls
  11. Finalizing test reports
  12. Signing off on results
Module 5. Exception handling
Turn control failures into documented remediation plans that maintain report integrity.
12 chapters in this module
  1. Classifying exceptions
  2. Assigning owners
  3. Setting timelines
  4. Drafting action plans
  5. Reviewing with IT
  6. Validating fixes
  7. Documenting rationale
  8. Updating logs
  9. Communicating status
  10. Reporting to leadership
  11. Closing loops
  12. Finalizing exception logs
Module 6. Management representation letters
Draft board-level declarations with precise language that stands up under third-party review.
12 chapters in this module
  1. Understanding legal scope
  2. Defining authority
  3. Listing systems in scope
  4. Acknowledging responsibilities
  5. Asserting compliance
  6. Detailing exclusions
  7. Reviewing with counsel
  8. Signing protocols
  9. Version control
  10. Storage requirements
  11. Distribution list
  12. Final approval
Module 7. SOC 2 report drafting
Assemble a clean, auditor-accepted narrative that explains controls and effectiveness clearly.
12 chapters in this module
  1. Structuring the report
  2. Writing system description
  3. Detailing control design
  4. Summarizing testing
  5. Including exceptions
  6. Adding diagrams
  7. Embedding evidence
  8. Formatting for review
  9. Obtaining feedback
  10. Finalizing sections
  11. Signing off
  12. Delivering final copy
Module 8. Auditor coordination
Lead interactions with external auditors using proven templates for response timing and evidence routing.
12 chapters in this module
  1. Scheduling entry meetings
  2. Assigning contacts
  3. Routing requests
  4. Tracking deadlines
  5. Reviewing findings
  6. Providing clarifications
  7. Submitting evidence
  8. Attending walkthroughs
  9. Addressing queries
  10. Finalizing responses
  11. Closing auditor phase
  12. Obtaining final sign-off
Module 9. Internal distribution protocols
Control access to sensitive SOC 2 outputs across legal, engineering, and sales teams.
12 chapters in this module
  1. Classifying report sensitivity
  2. Setting access levels
  3. Using NDAs
  4. Logging downloads
  5. Restricting shares
  6. Managing print
  7. Tracking requests
  8. Auditing access
  9. Updating permissions
  10. Handling expiry
  11. Revoking access
  12. Finalizing logs
Module 10. Vendor review integration
Embed third-party risk assessments into SOC 2 reporting with standardized evaluation criteria.
12 chapters in this module
  1. Identifying vendors in scope
  2. Requesting attestations
  3. Reviewing SOC 2 reports
  4. Assessing control gaps
  5. Documenting reliance
  6. Updating scope
  7. Noting exceptions
  8. Communicating findings
  9. Updating contracts
  10. Tracking renewal dates
  11. Finalizing vendor logs
  12. Signing off on coverage
Module 11. Type I vs Type II differentiation
Deliver the right report type for the context, point-in-time or extended monitoring.
12 chapters in this module
  1. Understanding objectives
  2. Choosing timing
  3. Designing tests
  4. Collecting evidence
  5. Reporting scope
  6. Defining periods
  7. Mapping controls
  8. Testing frequency
  9. Documenting results
  10. Finalizing narratives
  11. Signing off
  12. Delivering reports
Module 12. Post-report sustainment
Maintain readiness for re-engagement with continuous monitoring and update cycles.
12 chapters in this module
  1. Scheduling reviews
  2. Tracking changes
  3. Updating controls
  4. Revising evidence
  5. Retesting annually
  6. Notifying stakeholders
  7. Updating playbooks
  8. Archiving reports
  9. Updating training
  10. Conducting audits
  11. Refreshing access
  12. Signing off on readiness

How this maps to your situation

  • When starting a new SOC 2 engagement
  • During control testing and evidence gathering
  • When responding to auditor inquiries
  • Before delivering final report packages

Before vs. after

Before
Awaiting assignments and responding to escalations reactively
After
Receiving high-stakes M&A and regulator-facing work proactively

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 hours per week over 4 weeks to complete all modules and apply templates

If nothing changes
Remaining in the backlog for mission-critical deliverables while peers build reputation as go-to experts

How this compares to the alternatives

Unlike generic compliance courses, this program focuses exclusively on SOC 2 execution patterns used in real M&A and audit cycles, with field-tested templates and no filler content.

Frequently asked

Is this focused on SOC 2 Type I or Type II?
Covers both Type I and Type II engagements, including timing, sample size, and reporting differences.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help me lead SOC 2 for M&A deals?
Yes, designed specifically for practitioners who need to own SOC 2 in high-pressure transaction environments.
$199 one-time. Approximately 3 hours per week over 4 weeks to complete all modules and apply templates.

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
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