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SEC5258 Mastering SOC 2 for ERP Security Leaders

$199.00
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A tailored course, built for your situation

Mastering SOC 2 for ERP Security Leaders

Own the control framework decisions that shape your organization's compliance posture

$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.
Most SOC 2 implementations rely on fragmented ownership, delaying audit readiness and weakening control integrity.

The situation this course is for

Teams often waste cycles reconciling overlapping control claims, responding to auditor requests without clear ownership, or revising mappings due to late-stage architecture changes. This creates rework, weakens trust in deliverables, and exposes gaps in handoff points between ERP, security, and compliance.

Who this is for

Senior technical compliance leader responsible for ERP systems and integrated controls, operating at the intersection of security architecture, audit readiness, and enterprise risk. Makes daily decisions about control scope, evidence sufficiency, and system boundary definitions.

Who this is not for

Entry-level auditors, consultants without ERP access, or professionals focused solely on cloud infrastructure without integration to core financial systems.

What you walk away with

  • Define and approve SOC 2 system boundaries for ERP modules without escalation
  • Map and justify control decisions using evidence patterns tied to transaction integrity
  • Produce auditor-ready documentation packages that reduce follow-up requests
  • Align control design across SOX, SOC 2, and ISO 27001 without duplication
  • Lead cross-functional control reviews with authority on what constitutes sufficient evidence

The 12 modules (with all 144 chapters)

Module 1. Understanding SOC 2 in the ERP Context
Explore how SOC 2 applies uniquely to ERP environments with embedded financial controls. Understand the difference between generic cloud compliance and system-specific assurance needs.
12 chapters in this module
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Module 2. Control Boundary Definition for Integrated Systems
Learn to define clear system boundaries for ERP subsystems subject to SOC 2. Use transaction flow analysis to justify in-scope components.
12 chapters in this module
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Module 3. Mapping Controls to ERP Transaction Types
Link SOC 2 controls directly to specific transaction classes such as journal entries, vendor payments, and access modifications.
12 chapters in this module
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Module 4. Evidence Design for ERP Logs and Outputs
Design evidence packages using native ERP reports, audit trails, and system logs that meet SOC 2 sufficiency thresholds.
12 chapters in this module
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Module 5. Control Ownership and Escalation Protocols
Establish clear ownership models for each control, including handoff rules and decision rights when integrations affect scope.
12 chapters in this module
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Module 6. Integrating SOC 2 with SOX Compliance
Align SOC 2 control mappings with SOX 404 requirements to eliminate redundant testing and streamline evidence collection.
12 chapters in this module
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Module 7. Vendor-Hosted ERP Modules and Third-Party Risk
Assess SOC 2 applicability when ERP components are hosted or managed by third parties, including subservice organizations.
12 chapters in this module
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  2. c2
  3. c3
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Module 8. Writing the Description of the System (SoA)
Craft a precise, defensible SoA that reflects ERP complexity without over-scoping or introducing ambiguity.
12 chapters in this module
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Module 9. Preparing for Type 1 and Type 2 Engagements
Structure readiness efforts for both Type 1 and Type 2 audits, with tailored evidence timelines and stakeholder comms.
12 chapters in this module
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  2. c2
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Module 10. Responding to Auditor Inquiries
Anticipate and respond to common SOC 2 requests for information using pre-built templates and rationale patterns.
12 chapters in this module
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  2. c2
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Module 11. Maintaining Control Consistency Across Upgrades
Preserve control validity through ERP patch cycles, version updates, and configuration changes using change impact protocols.
12 chapters in this module
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Module 12. Building a Reusable SOC 2 Playbook
Assemble a living playbook that captures control design patterns, evidence rules, and stakeholder coordination workflows.
12 chapters in this module
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How this maps to your situation

  • When taking over a new ERP domain
  • Before audit fieldwork begins
  • After a system upgrade or patch
  • During vendor onboarding or offboarding

Before vs. after

Before
SOC 2 decisions are fragmented across teams, requiring frequent approvals and resulting in inconsistent control application.
After
You own the final decision on control mappings, system boundaries, and evidence design, reducing dependency on external reviewers.

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 6 hours of focused work across 12 modules, designed to fit within current responsibilities.

If nothing changes
Without clear ownership, SOC 2 efforts remain reactive, audit cycles lengthen, and control integrity depends on coordination that slows down innovation.

How this compares to the alternatives

Unlike generic compliance training, this course is tailored to ERP security leaders and focuses on real-world decision authority, not theoretical concepts.

Frequently asked

Is this course relevant if my organization doesn’t currently pursue SOC 2?
Yes. The control design principles apply to SOX, ISO 27001, and internal audit readiness, and prepare your team for future assurance demands.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Will this help with auditor relationships?
Yes. You'll learn to produce clearer evidence packages and responses, reducing back-and-forth and building trust with audit teams.
$199 one-time. Approximately 6 hours of focused work across 12 modules, designed to fit within current responsibilities..

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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