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Reference of choice on cross functional SOC 2 calls

$199.00
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A tailored course, built for your situation

Reference of choice on cross functional SOC 2 calls

Become the practitioner your firm turns to for SOC 2 guidance

$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.
Being overlooked when critical SOC 2 decisions are made

The situation this course is for

High-impact compliance projects move fast, and without formal authority, influence often defaults to the most recognizable expert, not the most capable. When teams scramble for answers, it's the visible practitioners who get pulled in, leaving others on the sidelines, even when they’re deeply qualified.

Who this is for

Technical Project Manager | Mid-to-Senior Level | Works at a consulting firm with compliance-intensive clients | Focused on delivering assurance outcomes without formal governance title

Who this is not for

Entry-level auditors, junior compliance staff, or those outside technical project delivery roles who aren’t actively involved in SOC 2 scoping or execution

What you walk away with

  • Consistently invited to lead SOC 2 planning sessions across teams
  • Go-to source for control mapping guidance and evidence collection frameworks
  • Recognized internally as the practitioner who 'has the playbook' for clean audits
  • Faster consensus on boundary definitions and responsibility splits
  • Increased visibility with compliance leads and assurance teams

The 12 modules (with all 144 chapters)

Module 1. Defining SOC 2 scope with precision
Learn how to draft unambiguous system descriptions that preempt auditor pushback and reduce revision cycles.
12 chapters in this module
  1. What counts as a system boundary
  2. Mapping services to trust principles
  3. Identifying in scope users and data flows
  4. Documenting third party dependencies
  5. Clarifying responsibility splits
  6. Avoiding over scope creep
  7. Using diagrams that align teams
  8. Writing descriptions auditors trust
  9. Versioning scope documents
  10. Gaining stakeholder alignment early
  11. Handling edge case inclusions
  12. Reducing rework through clarity
Module 2. Control selection by design not default
Build custom control sets that reflect actual risk and operational reality, not checkbox compliance.
12 chapters in this module
  1. Understanding inherent vs implemented controls
  2. Aligning with AICPA criteria
  3. Tailoring to organizational maturity
  4. Prioritizing high impact domains
  5. Integrating with existing policies
  6. Documenting rationale clearly
  7. Matching controls to evidence sources
  8. Avoiding control sprawl
  9. Using pre audit feedback loops
  10. Versioning control matrices
  11. Handling control exceptions
  12. Mapping to NIST 800 53 where needed
Module 3. Evidence collection that sticks
Design evidence workflows that are sustainable, repeatable, and auditor approved from the start.
12 chapters in this module
  1. Defining evidence types by control
  2. Assigning ownership clearly
  3. Setting collection frequency
  4. Using automated tools effectively
  5. Documenting manual checks
  6. Storing evidence securely
  7. Timestamping and version control
  8. Preparing for sampling tests
  9. Handling missing data gaps
  10. Creating auditor facing packages
  11. Reducing last minute scrambles
  12. Improving completeness scores
Module 4. Audit readiness without last minute fire drills
Implement a rhythm of readiness so your team passes walkthroughs with confidence.
12 chapters in this module
  1. Setting internal pre audit dates
  2. Conducting mock walkthroughs
  3. Assigning response owners
  4. Tracking open items to closure
  5. Preparing response templates
  6. Running alignment sessions
  7. Simulating auditor questions
  8. Improving response turnaround
  9. Documenting remediation plans
  10. Using status dashboards
  11. Escalating blockers early
  12. Closing loops before site visits
Module 5. Stakeholder alignment across functions
Lead meetings where engineering, security, and operations agree on scope and ownership.
12 chapters in this module
  1. Mapping decision rights early
  2. Creating shared glossaries
  3. Running effective scoping workshops
  4. Documenting RACI matrices
  5. Handling conflicting priorities
  6. Building consensus on boundaries
  7. Communicating changes clearly
  8. Tracking decisions centrally
  9. Resolving ownership disputes
  10. Onboarding new team members
  11. Maintaining alignment over time
  12. Reducing cross team friction
Module 6. SOC 2 narrative that builds trust
Craft communication that reassures internal and external parties about control strength.
12 chapters in this module
  1. Writing executive summaries
  2. Explaining controls in plain language
  3. Highlighting design effectiveness
  4. Describing monitoring practices
  5. Using data to support claims
  6. Telling a coherent story
  7. Anticipating follow up questions
  8. Addressing scope limitations
  9. Balancing transparency and risk
  10. Preparing Q and A documents
  11. Improving readability scores
  12. Getting sign off efficiently
Module 7. Vendor management within SOC 2
Extend control rigor to third parties without increasing overhead.
12 chapters in this module
  1. Identifying vendor dependent controls
  2. Classifying vendor types
  3. Requiring SOC 2 reports
  4. Assessing report quality
  5. Documenting reliance decisions
  6. Writing vendor questionnaires
  7. Conducting vendor walkthroughs
  8. Tracking attestation cycles
  9. Managing sub service orgs
  10. Handling multi tier dependencies
  11. Updating annually
  12. Avoiding over reliance
Module 8. Change management for ongoing compliance
Keep your SOC 2 valid even as systems and teams evolve.
12 chapters in this module
  1. Defining change thresholds
  2. Creating notification protocols
  3. Updating system descriptions
  4. Re assessing control design
  5. Running mini readiness cycles
  6. Involving auditors early
  7. Documenting changes formally
  8. Communicating updates widely
  9. Tracking change history
  10. Auditing change logs
  11. Avoiding drift after certification
  12. Maintaining continuity
Module 9. Cross year planning for recurring audits
Turn annual stress into a predictable, team owned rhythm.
12 chapters in this module
  1. Mapping the audit calendar
  2. Setting quarterly milestones
  3. Assigning ownership shifts
  4. Refreshing evidence workflows
  5. Updating control mappings
  6. Re engaging vendor partners
  7. Running mid cycle check ins
  8. Tracking long term improvements
  9. Budgeting time and resources
  10. Planning for team turnover
  11. Maintaining institutional memory
  12. Improving year over year
Module 10. Internal advocacy for SOC 2 maturity
Position compliance as an enabler, not a gate, to gain broader support.
12 chapters in this module
  1. Identifying internal champions
  2. Sharing success stories
  3. Demonstrating business value
  4. Reducing friction in workflows
  5. Training new hires
  6. Creating internal resources
  7. Hosting knowledge sessions
  8. Measuring team sentiment
  9. Improving cross team adoption
  10. Gathering feedback loops
  11. Scaling best practices
  12. Building a culture of readiness
Module 11. Working with auditors effectively
Turn external reviews into collaborative partnerships.
12 chapters in this module
  1. Selecting the right firm
  2. Setting expectations early
  3. Preparing kickoff materials
  4. Assigning response teams
  5. Tracking open items
  6. Running status syncs
  7. Asking clarifying questions
  8. Responding to findings
  9. Negotiating severity ratings
  10. Building rapport over time
  11. Improving audit efficiency
  12. Earning clean opinions
Module 12. Becoming the go to SOC 2 resource
Position yourself as the internal expert others seek out.
12 chapters in this module
  1. Sharing templates widely
  2. Documenting lessons learned
  3. Mentoring junior staff
  4. Presenting at team meetings
  5. Writing internal guides
  6. Creating FAQ repositories
  7. Offering office hours
  8. Tracking recognition moments
  9. Measuring influence growth
  10. Expanding scope gradually
  11. Building credibility over time
  12. Becoming indispensable

How this maps to your situation

  • Preparing for first SOC 2 audit
  • Improving results after a qualified opinion
  • Leading cross functional readiness
  • Establishing internal expertise

Before vs. after

Before
Invited late, asked after decisions are made, struggling to shape outcomes
After
Sought out early, trusted for clarity, regularly consulted across teams

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 12 weeks, with flexible pacing and self guided study options.

If nothing changes
Remaining on the periphery of key compliance conversations, missing opportunities to lead and be recognized for expertise

How this compares to the alternatives

Unlike generic compliance courses, this program focuses exclusively on SOC 2 in consulting environments, with real world templates and strategies used by practitioners at firms like the firm.

Frequently asked

Is this course only for auditors?
No. It's designed for technical project managers and delivery leads who need to own SOC 2 outcomes without a formal audit background.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Can I access the course materials after completion?
Yes. You'll retain access to all modules, templates, and the implementation playbook indefinitely.
$199 one-time. Approximately 3 hours per week over 12 weeks, with flexible pacing and self guided study options..

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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