Surgent's Foundation of Cybersecurity for Financial Professionals

Overview

Cyber threats targeting accounting and finance professionals are growing more sophisticated, putting sensitive financial data at risk. This session explores the most pressing cybersecurity challenges accounting and finance professionals face today, including email fraud, phishing attacks, cloud security risks, and securing remote work environments. It also addresses the role of cyber insurance. Through real-world case studies and practical strategies, participants will learn how to recognize and mitigate cyber threats, evaluate cyber insurance policies, and implement security measures that protect their firms and clients. Attendees will leave with actionable steps to strengthen their cybersecurity posture and ensure compliance with evolving regulatory and industry standards.

Prerequisites

None

Objectives

• Identify the critical importance of cybersecurity in financial environments
• Develop a security mindset and understand key terminology for collaboration with IT teams
• Recognize how cybersecurity integrates into financial reporting and compliance
• Analyze cybersecurity strategies implemented by financial professionals in real-world scenarios
• Understand the evolving threat landscape and its implications for finance professionals

Highlights

• Financial professionals’ roles in cybersecurity risk management
• Foundational terminology and principles (e.g., risk management, threat actors
• Real-world case studies of cybersecurity strategies in financial settings
• Integrating cybersecurity into financial reporting and compliance
• Understanding the dynamic cybersecurity threat environment