Resources
A small library for the buyer who has a compliance officer asking questions.
Quarterly audit memos and the plain-English governance paperwork regulated teams actually want on file. Two free PDFs today — the monthly audit checklist and the quarterly roll-up memo — with the next asset shipping the quarter after a discovery call lands.
First asset is free · no signup · $500–$5,000 / month retainer if you want the audit written for you
What sits here
Built one quarter at a time, alongside the engagements that produce it.
The library grows the same way the work grows — each asset ships after the engagement that produced it, never ahead. Three categories today, written for the buyer on the other side of the discovery call.
Plain-English memos distilled from the prior quarter. Drift, model changes, escalations, reply-log sampling — read by a compliance officer, an insurer, or a regulator on first contact.
Vendor selection, conflict-of-interest, intake triage, and the change-management packet. The forms you wish every prior engagement had left on file.
Model-change notes, reply-log workpapers, the deliverable a regulated buyer will eventually be asked for. Same four sections every quarter — sign, file, archive.
Library · 2
Two free PDFs — the monthly checklist and the quarterly roll-up memo.
The library grows the same way the work grows — one quarter at a time, with each asset shaped by the engagement that produced it. Start with the monthly checklist to set the rhythm, then roll the three memos into the quarterly memo your compliance officer will eventually ask for.
A starter checklist for the regulated buyer who has a compliance officer asking questions. Five sections — model inventory, drift & incident review, reply-log sampling, regulatory horizon, sign-off — paced to the last business day of each calendar month.
- One-page starter, signed and filed once a month.
- Owner: Cogsmith, the operator on the engagement. Audience: compliance officer, insurer, or regulator on first contact.
Free · PDF · 3 KB
A roll-up memo for the regulated buyer who has a compliance officer asking questions on a quarterly cadence. Four sections — model-change notes, reply-log workpapers, vendor intake triage, sign-off / quarterly close — paced to the last business day of each calendar quarter.
- Roll-up of the prior three monthly memos, signed and filed once a quarter.
- Owner: Cogsmith, the operator on the engagement. Audience: compliance officer on annual review or insurer underwriting a renewal.
Free · PDF · 0 KB
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