The Strategic Masterclass Bundle
10 professional AI governance templates
Unlimited replay access
IIA + COSO framework citations
Open to every audit and compliance professional
All 10 sessions · Save $273 vs. individual pricing
$597
15 Training Hours: 10 Live Synchronous Hours + 5 Asynchronous Hours
Receive a Certificate of Completion
Is Your Team Trapped in the Weeds?
Right now, highly skilled professionals are spending too many hours on repetitive data reviews, manual formatting, and endless spreadsheet cross-checking. We call this "The Manual Tax." It drains resources, burns out top talent, and keeps your department stuck in the past.
Zero AI Governance
Baseline
Most audit functions are using AI tools today with no documented governance framework — one quality assessment question can expose the entire gap.
IIA Standards and AI Framework
The 2024 Global Standards (effective January 2025) include four specific technology obligations most functions have never formally mapped. QARs are already asking about AI governance.
COSO Published. Are You Ready?
COSO released its GenAI Internal Controls Guide in February 2026. Most audit leaders don't know it exists — but quality assessment reviewers do.
No Structured Training Path
Most audit functions are using AI tools today with no documented governance framework — one quality assessment question can expose the entire gap.
A Program Without Precedent
There is no other AI governance program aligned with the IIA that combines native bilingual delivery, leadership depth for CAEs, and a dual IIA + COSO framework, designed specifically for audit and compliance leaders in Latin America. Until now.
The Window Is Closing
Audit functions building AI governance capability now will lead. Those who wait will spend years catching up — while their organizations make AI decisions without them.
From Pilot to Production in 10 Weeks
This is not a theoretical lecture. Brought to you by Efficient Advice, this 10-session live masterclass provides the exact frameworks you need to confidently map AI to your daily processes. By applying the proprietary E-D-D Framework, you will learn how to:
Automate routine monitoring to elevate your best people from data processors to strategic advisors.
Defer (The Talent Shift)
D
Safely hand off heavy data reviews and report drafting to AI using secure, compliant, and documented governance frameworks.
Delegate (The Governance)
D
Eradicate repetitive "tick-and-tie" tasks and manual data entry to instantly reclaim your team's highest-value hours.
Eliminate (The Bottlenecks)
E
10 Sessions. One Complete Transformation Roadmap.
Each session is designed to stand alone AND build on the previous. Every session ends with a professional take-home governance template you can use Monday morning.
1. AI Readiness Self-Assessment
Score your function across 6 governance dimensions. Leave with a board-ready baseline and a prioritized action plan.
2. AI Risks in Your Organization
Apply the 6-category AI risk taxonomy to your environment. Produce your first-draft AI risk register during the session.
3. AI Use Policy & Documentation
Build the 8 governance documents the IIA AI Auditing Framework requires, starting with the most urgent: your AI Use Policy.
4. IIA Standards & AI Alignment
Map Standard 10.3's 4 obligations to your current practices. Produce a documented conformance gap plan.
5. Data Governance for Auditors
Apply the 4-attribute COSO data quality framework to your AI tools. Stop bad outputs before they reach your audit committee.
6. AI-Generated Fraud Detection
Assess your controls against 4 active AI fraud vectors: voice cloning, deepfakes, synthetic identities, and AI phishing.
7. Board & Audit Committee Briefing
Draft your 15-minute AI governance briefing using the 5-question framework. Leave with a board-ready template in English and Spanish.
8. COSO GenAI IC Guide Applied
Map all 5 COSO GenAI IC components to your IIA documentation. Earn the dual-framework citation capability QARs are looking for.
9. AI Tools: The 12 That Actually Work
Evaluate 12 AI tools across 4 audit phases using a 5-criterion governance framework. Build your official AI Tool Inventory (IIA Doc #2).
10. AI Project Oversight for Auditors
Deploy the 4-phase oversight methodology for every AI project your organization launches. The capstone session that ties everything together.
Every Alternative Leaves Critical Gaps.
This One Doesn't.
We studied every major AI audit training program available in 2026. Here is what the market offers — and where it falls short.
What the market offers
Self-paced online courses with no live interaction, no Q&A, no real-time application
Prerequisites required — must already hold CISA, CIA, or CPA to enroll
Regional and Local seminars offer general AI awareness training at lower prices, but lack leadership-level depth for CAEs, the dual compliance framework (IIA + COSO), and native bilingual delivery.
Global certification pricing: $500–$2,000+ per course, built for large enterprise training budgets
Isolated topics — no curriculum arc from foundation to mastery
Slides and PDFs only — no working governance tools to use immediately
Theory-heavy — frameworks explained without showing how to implement them
Group pricing requires 10+ people — no option for small teams
What Efficient Advice delivers
Live 60-minute sessions with Robinson De Jesús — real Q&A, real answers, in real time
Zero prerequisites — Session 1 is open to every audit professional at any level
Designed specifically for governance depth at the CAE level—not general AI awareness training.
$87 per session — $597 for all 10 — below any budget approval threshold
Sequential 10-session curriculum — Foundation → Governance → Framework → Mastery
10 professional Excel/Word/PPT governance templates — one per session, usable immediately
Implementation-first — you build your governance program during the sessions, not after
Department Pass available for teams of 3 — no 10-person minimum required
"To date, there is no other AI governance program aligned with the IIA that combines native bilingual delivery, leadership depth for CAEs, and a dual IIA + COSO framework, designed specifically for audit and compliance leaders in Latin America."
— Robinson De Jesús, Founder, Efficient Advice, LLC
Every session is led personally by Robinson De Jesús, Principal of Efficient Advice, LLC, creator of the firm's proprietary AI audit governance frameworks and a featured speaker at the XXIV CRAICG 2026 Conference (IIA Dominican Republic). Trained in applied AI through MIT Sloan Executive Education, the Wharton School at the University of Pennsylvania, and Databricks Academy. You're learning directly from the person who built the methodology, every session, not a delegated instructor.
Choose the Path That Fits Your Strategy
Four options designed to suit the size of your team and your level of commitment.
Single Session
Perfect for solving one specific problem or testing the program before committing.
87
$
per session
💡 Momentum Guarantee: Attend Session 1. If you love it, upgrade to the full bundle within 48 hours of starting session 1.
OPTION 1
1 live 60-minute session
30-day on-demand replay
Session governance template
Live Q&A with Robinson
Strategic Bundle
The complete transformation roadmap for committed leaders.
597
$
💡 Save $273 (31%) compared to buying the 10 sessions separately.
OPTION 2 — The Masterclass
$870 if purchased individually
All 10 live 60-min sessions
All 10 professional governance templates
IIA + COSO framework citations throughout
Priority registration all sessions
Enroll Now - Save $273
Department Pass
The complete transformation roadmap for committed leaders.
1,497
$
💡 Ideal for the Chief Audit Executive (CAE) + 2 managers, or a complete small team—all aligned within the same governance framework.
OPTION 3 — The Team
3 full-access bundle passes
3 complete individual bundle passes
All 10 sessions for each participant
All governance templates per person
Each participant gets replay access
Save $294 vs.
3 individual bundles
IIA Chapter / Organization
Unlimited seats. Co-branded. Built for your entire membership.
2,497
$
💡 With 50 members, this program costs just $4.99 per person, per session—less than the cost of a typical CPE course.
OPTION 4 — The Chapter
unlimited seats · full program
Unlimited org / chapter seats
All 10 sessions in English or Spanish
Co-branded registration materials
Private leader briefing with a subject matter expert
$24.97 per person / per session at 10 members
Certificates of Completion for every participant
💡 Important notes: All prices in USD · Secure checkout · 48-hour upgrade guarantee on Session 1
What most people ask about this program
Do I need AI background to attend? None whatsoever. Session 1 is designed as the universal starting point — no prior AI knowledge, certifications, or technical background required. If you can describe what your team does manually today, you have everything you need to start.
Does this program offer CPE credit? This program is not currently structured as a CPE-eligible course. It's built around a different outcome: a documented, board-ready AI governance program and ten working deliverables your team implements during the sessions — not credit hours toward a certification requirement. If CPE credit is a requirement for your team's participation, let us know and we can discuss options
Are the sessions truly in both English and Spanish? Yes — and this is important. These are not subtitled sessions. Not machine-translated replays. A subject matter expert delivers each session independently in professional-grade English and Latin American Spanish, with IIA terminology mapped to regional conventions. Your team attends in their language and receives all information in their native language.
What if I can't attend a session live? Every session includes 30-day on-demand replay access. The replay is in the same language as the session you registered for. Individual session buyers get 30 days per session. Bundle and Department Pass holders get 30 days per session across all 10 sessions.
Can I join after the program has started? Yes. Each session is designed to stand alone so you can join at any point. That said, sessions build on each other — starting from Session 1 produces the greatest cumulative value.
How is this program different from other AI courses offered in the market? Many other self-paced courses are priced between $195–$500+, English-only, require prerequisites (basic AI course must be completed first), have no live interaction, and provide no working governance tools. Other certification require a 30-hour intensive commitment and in some cases, an active CISA, CIA, or CPA credential to enroll. This program has no prerequisites, includes live weekly sessions with direct Q&A, delivers working governance templates in every session, is available in English and in Spanish, and costs less than $100 per session. This program also includes, one professional-grade, editable template per session — in Word, Excel or PowerPoint, depending on the session. These sessions are more than just a webinar, they are educational tools combined with live expertise and best practices.
What governance templates do I receive? One professional-grade, editable template per session — in Excel, Word, or PowerPoint format. These include the AI Readiness Scorecard, AI Risk Register, Governance Documentation Checklist, Standard 10.3 Compliance Checklist, Data Quality Assessment Framework, AI Fraud Detection Control Matrix, Board Briefing Template (EN+ES), COSO GenAI IC Mapping Workbook, AI Tool Evaluation Scorecard, and AI Project Oversight Audit Program. These are working documents.
Do I receive a certificate? Yes. Every participant receives a Certificate of Completion from Efficient Advice, LLC for the session(s) attended. It documents your participation and the governance competencies covered, a useful record for your professional file.