Level 1 — Payment & vendor safeguards
Interactive approvals teach invoice validation, wire callbacks, and supplier onboarding checks.
Gamified mission
Risk Management Quest for Finance Teams
Help finance teams spot fraud, protect approvals, and coordinate with auditors through interactive case files and timed decision trees.
Learning Outcomes
What your teams will master
- Validate payment requests and vendor changes through gamified approval workflows.
- Secure shared drives, ERP systems, and financial statements via interactive access drills.
- Learn SOX, PCI, and SOC 2 guardrails with plain-language quests and quick reference cards.
- Coordinate with security, legal, and leadership during timed escalation challenges.
Module Outline
Session-by-session breakdown
Level 2 — Protecting financial systems
Role-based access puzzles and shared credential challenges lock in secure system habits.
Level 3 — Trust-building documentation
Hands-on exercises connect daily tasks to audit-ready logs, summaries, and stakeholder updates.
Level 4 — Incident response for finance
Timed coordination drills align finance, security, legal, and leadership during urgent events.
Enablement Resources
Tools included with this module
- Fraud defense checklist and call-back script for verifying invoices and payments.
- Access review template for accounting platforms with suggested cadence and owners.
- Plain-language compliance cheat sheet covering SOX, PCI, and SOC 2 essentials.
- Executive briefing deck to share risk updates and next-step recommendations.
Give finance teams a mission they’ll remember.
Preview level one today, then activate the full quest when you’re ready. Built-in dashboards log completions, document guardrails, and surface quick wins for stakeholders.