Practitioner-taught training

Learn SOX the way it’s actually practiced

Eleven guided video walkthroughs of the complete COLZ methodology — taught by a practitioner with twenty years of Big-4 advisory experience, using one worked example from readiness through testing.

11
Videos
3.5 hrs
Of instruction
1
Worked example, end to end
CC
Captions on every video
Video placeholder — orientation embed goes here
Video 0 — Orientation: The COLZ method
The nine steps as one connected system, and how the tools hand data to one another. 10–12 min.
Free preview
Foundations
01
IPO readiness & timeline15–18 min

Filer categories, 404(a) versus 404(b), the 2026 SEC attestation proposal, and working backwards from your first 10-K to a program start date.

Coming soon
02
Materiality18–22 min

Benchmarks and when each is defensible, overall versus performance materiality, and the memo that defends the number.

Coming soonScoping & materiality
Scoping
03
Business units in scope15–18 min

Coverage analysis, the aggregation trap of individually immaterial units, and specific-risk scoping.

Coming soonScoping & materiality
04
Processes & FSLIs in scope18–22 min

From financial statement line items to business processes — quantitative significance, qualitative risk, and where key reports first enter the picture.

Coming soonScoping & materiality
Core methodology
05
Entity-level controls & COSO20–25 min

The 17 COSO Principles and their 81 Points of Focus without the jargon — and why weak ELCs multiply testing everywhere else.

Coming soonEntity-level controls
06
Fraud risk assessment15–18 min

The fraud triangle applied practically, management override, journal entry controls, and linking fraud risks to specific controls.

Coming soon
07
Sampling methodology15–18 min

Control frequency and sample sizes, the logic behind the standard tables, and what a deviation actually means.

Coming soonTesting & sampling
Execution
08
The risk & control matrix20–25 min

The RCM as the program’s spine — risk statements that are actually risks, the five elements of a control description, and mapping to assertions.

Coming soonRisk & control mapping
09
Testing & workpapers20–25 min

Design versus operating effectiveness, workpaper standards a Big-4 reviewer expects, and evaluating a real exception on camera.

Coming soonTesting & sampling
10
Running the program year over year10–12 min

The annual cycle — refreshing materiality and scope, rolling the RCM forward, and working with auditors as a rhythm rather than an event.

Coming soon
Full access, one payment

Every video, captions and transcripts, and the training materials. One-time purchase, permanent access — videos unlock here as they publish.

Academy $200 one-time

The Academy is included with COLZ. If you want the tools too, see pricing.

COLZ Academy provides methodology training, not legal, accounting, or audit advice.