Surgent's Cybersecurity Risk Management for Financial Professionals: Policies, Controls, and Emerging Threats

Course Details

Date

Monday, February 23, 2026

10:00am – 12:00pm

Field of Study

Technology

Course Number

SU721

CPE Credit

2.0 hours CPE credit

Level of Knowledge

Basic

Vendor

Surgent McCoy CPE, LLC

Prerequisites

None

Description

This course focuses on implementing cybersecurity policies, controls, and risk management strategies tailored to financial environments. It emphasizes practical applications to mitigate threats and highlights global compliance standards, particularly their relevance and applicability to U.S. organizations.

Highlights

  • Core components of a cybersecurity risk management program
  • Overview of key policies, controls, and procedures for financial organizations
  • Applicability of global compliance standards, like the EU AI Act and GDPR, in the U.1`S. financial landscape
  • Case studies: financial implications of breaches and mitigation strategies
  • Best practices for integrating cybersecurity with financial reporting

Objectives

  • Identify essential components of a cybersecurity risk management program, including policies and controls
  • Evaluate cybersecurity risks and develop risk mitigation strategies tailored for financial professionals
  • Understand global compliance standards, such as the EU AI Act and GDPR, and their implications for U.S.-based organizations.
  • Analyze financial impacts from cybersecurity breaches using real-world case studies
  • Apply cybersecurity policies and controls that align with U.S. regulatory frameworks while addressing global compliance trends

Designed For

Experienced CPAs, CITPs, accountants, & anyone who wants to better understand current cybersecurity & data privacy threats for individuals & businesses; anyone responsible for designing or implementing data security policies

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$99.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$124.00
Your Price $124.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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