Complete SOC 2 Compliance Course

What you’ll learn in this class

WHAT IS SOC 2: History, Purpose, and Scope

• Administrative body: AICPA
• History: trend from SAS70
• Intent: To establish trust between a service provider and client

HOW TO PLAN FOR SOC 2: Understand Each Step in the Process

• Requirements: Learn about each control
• Assemble your team: Learn which departments will need to participate and how to evaluate the most effective representatives
• Create a project timeline: Set expectations with estimates of each task in order to manage

OVERVIEW OF CONTROLS/POLICIES: Summarize the Scope and Expectations

• Controls: analysis of each class of control and the implications for respective policies
• Policies: summary of key components and advice on how to evaluate scope
• Mistakes to avoid: Learn how to quickly customize each policy to suit your company's specific needs

BEST PRACTICES How Policies Map to Controls and How to Evaluate Scope & Best Practices

• Common Pitfalls: learn how to assess the appropriate scope of each policy to suit your company's context
• Controls: map each control to the appropriate policy & learn the implications before drafting your policies
• Policies: a summary of key components and advice to help avoid common mistakes during the drafting process

GETTING STARTED: Start your SOC 2 Project with Comply

• Going Live: Learn how to install Comply, a free open source SOC 2 policy library & workflow framework, and create your first project
• Task Management Overview: Learn how to quickly assign and track tasks through Jira
• Deep dive into our flexible policy templates: Quickly customize each policy to suit your company's specific need

Course Curriculum

Introduction

Introduction to the class (1:05)

Introduction to SOC2

What is SOC2 (0:37)

What does SOC2 test for? (0:41)

SOC2 goals (0:37)

SOC2 Project Plan

Preparation (0:38)

Team Formation (1:17)

Define Scope (0:41)

Policy Writing (0:36)

Implementation (0:33)

Type 1 Audit (0:37)

Type 1 Report (0:28)

Type 2 Audit (0:28)

Maintenance (0:30)