Flagship course
Audit Retention Studio
A six-week practice lab for financial auditing guidance focused on audit support data retention controls — from schedule design to reviewer-ready narratives.
You will work a shared case file modeled on a Korea-based financial services desk. Assignments are written artifacts: schedules, exception matrices, hold release notes, and a final defense memo.
Informational price: ₩780,000 per seat (Control Studio tier). No checkout on this site — contact us to enroll.
Modules
- Week 1 — Retention as an audit assertion Map completeness, accuracy, and cutoff questions onto retention periods and system owners.
- Week 2 — Schedule architecture Draft rows for operational, tax, and litigation-driven retention without collapsing them into one blanket period.
- Week 3 — Exception logging Capture who approved overrides, for how long, and what residual risk remains visible to reviewers.
- Week 4 — Hold & release choreography Rehearse intake, aging, and release checklists with sample matter packets.
- Week 5 — Disposition narratives Write disposal justifications that stand without a live walkthrough.
- Week 6 — Peer panel defense Present your control package to a mixed panel of facilitators and peers.
Learning outcomes
- Produce a retention schedule with explicit business triggers for each period.
- Assemble an evidence packet that shows hold status and exception history.
- Explain residual risk when archives sit outside automated monitoring.
- Adapt templates to a Korea reporting calendar without inventing unsupported legal advice.
Instructor
Yuna Cho
Former audit support manager who spent a decade coordinating evidence rooms for financial statement audits across Korea. Yuna designs the Studio’s case files and facilitates narrative critiques.
Reviews from this course
The Week 4 hold rehearsal exposed that our “released” matters still blocked deletion jobs. Fixing that queue mattered more than any slide.
Dense but fair. I still struggle applying Week 2 when business owners refuse to name a trigger — the course admits that gap instead of pretending a template solves politics.
FAQ
Do I need a legal background?
No. The Studio teaches audit support craft, not legal advice. You should know your organization’s policy contacts so you can escalate real interpretive questions.
Is the curriculum software-specific?
No. Examples mention common GRC patterns, but assignments stay tool-agnostic so desks on different platforms can participate together.
What is a real limitation of this course?
We do not provide jurisdiction-specific legal opinions for Korea or elsewhere. If your question requires counsel sign-off, the Studio helps you frame the ask — it does not replace that review.
How much time should I reserve weekly?
Plan four to six hours: one live session, written homework, and peer comments. Busy-season desks often split work across two analysts.