Cyber Threats Are Evolving. Is Your Firm Ready?

From phishing and BEC to cloud access and cyber insurance, here’s what firms need to prioritize now.

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May 8, 2026 1:56am EDT

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Featured Course: Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security (DEF2)

The Cyber Risk Most Firms Aren’t Prepared For

Cyber threats targeting accounting and finance professionals aren’t just increasing—they’re evolving.

What used to be obvious phishing attempts are now highly targeted attacks that mimic real clients, real vendors, and real transactions.

And for many firms, the biggest risk isn’t a lack of tools—it’s a false sense of security.

Where Firms Are Most Vulnerable

Email fraud and BEC: Attackers impersonate trusted contacts to redirect payments or request sensitive data.

Cloud security gaps: Weak access controls and over-permissioned users can expose sensitive client data.

Remote work exposure: Personal devices, public Wi-Fi, and inconsistent policies create easy entry points.

Insurance blind spots: Many firms assume they’re covered until they discover exclusions after an incident.

Consider this: some of the most effective defenses are also some of the most overlooked. Multi-factor authentication, role-based access, phishing training, secure file sharing, and regular policy reviews can dramatically reduce exposure—if they’re actually in place.

The challenge isn’t knowing cybersecurity matters. It’s knowing exactly what to prioritize—and how to implement it in a real-world firm environment.

Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security (DEF2)

2 CPE Credits
Instructor: Mark McCreary, CIPP/US
Next Live Webinar: May 13, 10:00 AM – 12:00 PM ET
Also available as an on-demand webcast

Through real-world case studies and practical strategies, this session explores email fraud, phishing, cloud security risks, cyber insurance, and remote work security—so you can leave with actionable steps to strengthen your firm’s cybersecurity posture.

View Course Details

Surgent delivers practical, real-world learning to help professionals stay ahead of emerging risks—not just react to them.

Do you have questions?

We're here to help. Email [email protected] or call 1-800-778-7436.

Cyber Threats Are Evolving. Is Your Firm Ready?

From phishing and BEC to cloud access and cyber insurance, here’s what firms need to prioritize now.

The Cyber Risk Most Firms Aren’t Prepared For

Defending Firms: Email Fraud, Cloud Risks, Cyber Insurance, and Remote Work Security (DEF2)

Do you have questions?

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