SOC 2 Compliance: 4 Ways to Prevent Personnel Problems

The global coronavirus pandemic, the Great Recession, and the Great Resignation have significantly disrupted staffing at all levels at many organizations. These issues could also derail or halt your SOC 2 compliance journey. Here are 4 steps to preparing and mitigating personnel problems:
1) Capture relevant institutional knowledge before it leaves
2) Get your policies together
3) Keep all documentation current
4) Get compliance automation software

Continue Reading »
Everything Compliance Video Series

SOC 2 Compliance: Questions and Answers with Compliance Expert Bert Friedman

This Q&A session was pulled from a recent episode of Everything Compliance featuring Bert Friedman. Bert Friedman is Head of Compliance at business banking startup Nearside and former Vice President of Compliance for the Financial Intelligence Unit of Chicago’s Community Choice Financial, Inc. Learn what Bert has to say about dealing with auditors and common SOC 2 compliance misconceptions.

Continue Reading »

SOC 2 Compliance: 6 Steps to a Perfect Audit with Trustero

A SOC 2 audit can take months and cost tens of thousands of dollars. Here are six steps you can take to maximize the likelihood of passing that audit successfully and begin moving toward the multiple business benefits of continuous compliance with Trustero.
1) Establish Scope
2) Develop and Capture Policies
3) Align Policies
4) Identify and Capture Evidence
5) Test Your Evidence
6) Document and Track Progress

Continue Reading »

SOC 2 Compliance: Experts Refute 5 Common Misperceptions

There are multiple misperceptions about SOC 2 compliance that can delay or even derail your compliance journey. Learn how to avoid these misperceptions from the following auditing, compliance, and cybersecurity experts:
– Liam Collins, Armanino
– Richard Stiennon, IT-Harvest
– Bert Friedman, Nearside
– David Carter, Delta Dental

Continue Reading »

SOC 2 Compliance: Culture, Not Checkboxes

Too many business decision-makers view SOC 2 incorrectly, increasing risk and limiting the multiple benefits it can bring to their companies. With the ever-growing importance of SOC 2, it is vital that you ensure your company builds a culture of compliance instead of focusing on checking the boxes. Read on to learn about some of those benefits and how to avoid missing out on them.

Continue Reading »

SOC 2 Controls: Encryption of Data at Rest

Understanding controls is integral to the completion and success of your SOC 2 audit. This first entry into a series of control blogs dives deep into the Encryption of Data at Rest control, which is pivotal for protecting stored data within companies. Learn why this control matters, who it affects and more.

Continue Reading »
Everything Compliance Video Series

Trustero Video: Everything Compliance with Bert Friedman of Nearside

This episode of Trustero’s Everything Compliance podcast features Bert Friedman, Head of Compliance at business banking startup Nearside (formerly known as Hatch). Bert has also served as Chief Compliance Officer for financial technology (FinTech) company Deserve, and Vice President of Compliance for the Financial Intelligence Unit of Chicago’s Community Choice Financial, Inc.

Continue Reading »
SOC 2 Compliance: Your Key Stakeholders

SOC 2 Compliance: Your Key Stakeholders

Your pursuit of SOC 2 compliance is intended to deliver multiple benefits to your business and its operations. Your compliance efforts must include representation of and participation by the teams and roles most critical to your business. Based on guidance from auditors and experienced compliance managers, here are seven sets of stakeholders you must make sure to include.

Continue Reading »