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New Premium CPE Series · Leadership & Finance

CFO CPE Series

Five new premium live webinar courses taught by Cory Ng, DBA, CPA, CITP — built for controllers, firm partners, and finance leaders advancing toward the CFO seat. Cover executive readiness, risk and compliance, financial strategy, AI and cyber risk, and people and governance. All courses are NASBA-approved and qualify for CPE credit.

Get Unlimited Plus View individual courses ↓
NASBA-approved Live webinar format 10 total CPE credits
Series at a glance
5
Premium courses
10
CPE credits
2h
per course
  • BLP2The CFO Blueprint: Strategy, Readiness, and Executive ImpactPremium
  • RCR2Risk, Compliance, and Regulation for CFOsPremium
  • FSL2Financial Strategy and Leadership for CFOsPremium
  • RSC2AI and Cyber Risk Strategy for CFOsPremium
  • EPG2CFO Leadership: Ethics, People, and GovernancePremium
Cory Ng, DBA, CPA, CITP, Surgent CPE instructorYour instructor

Cory Ng, DBA, CPA, CITP

Manager, Accounting & Auditing Content Developer, Surgent — Former CFO, State CPA Association

CFO & VP of Administration, State CPA Association (2023–2024) Auditor to Senior Auditor, Deloitte Accounting Faculty Since 2009

Cory began at Deloitte as an auditor and advanced to senior auditor before moving through roles in public accounting and corporate finance. In 2009 he moved into full-time academia, teaching accounting at the Community College of Philadelphia and then Temple University, where he also directed the undergraduate accounting program and served as Deputy Chair of the Department of Accounting.

In 2023, Cory stepped into the CFO seat himself, serving as CFO and Vice President of Administration for a state CPA association, where he led the organization's finance, technology, and HR functions — the exact transition this series is built to teach. He joined Surgent in 2024 as Manager, Accounting & Auditing Content Developer, where he launched three flagship CPE series on AI in Accounting, Information Systems and Controls, and Cybersecurity, earning Surgent's "Rookie of the Year" award.

Cory is currently an Associate Teaching Professor at Villanova School of Business and has also taught at the Wharton School. He is co-author of Artificial Intelligence in Accounting: Practical Applications, and holds a Doctor of Business Administration from Wilmington University, an M.S. in Accounting from Drexel University, and a B.S. in Economics from the Georgia Institute of Technology.

View full instructor profile
10 CPE Credits Total · Live Webinars

CFO Series Courses

All five courses are live webinars taught by Cory Ng, DBA, CPA, CITP, CGMA. Select any course below to choose your date and register individually — or get all five included with Unlimited Plus.

 

NewPremium
BLP2

The CFO Blueprint: Strategy, Readiness, and Executive Impact

2 CPEBusiness Mgmt & OrgBasicLive Webinar

A practical roadmap for aspiring CFOs, especially controllers, firm partners, and financial leaders in small to mid-sized businesses. Explores the competencies, executive presence, and strategic influence required for CFO success.

Key topics
  • Transitioning from controller to strategic CFO
  • The CFO competency matrix: acumen, leadership, influence, technology, governance
  • Developing executive presence and stakeholder trust
  • Planning your CFO journey: skills, gaps, strategic positioning
  • Building cross-functional relationships and decision-making credibility
$119CPE
Select dates & register
NewPremium
RCR2

Risk, Compliance, and Regulation for CFOs

2 CPEManagement ServicesBasicLive Webinar

Covers core regulatory, compliance, and enterprise risk areas that modern CFOs must oversee — internal controls, fraud prevention, and cybersecurity awareness tailored for SMBs and private companies.

Key topics
  • Enterprise risk management (ERM) principles
  • Internal control frameworks (e.g. COSO)
  • Fraud risk and compliance exposure
  • Cyber risk awareness for financial leadership
  • Private company regulatory updates: BOI, AML, ESG trends
$119CPE
Select dates & register
NewPremium
FSL2

Financial Strategy and Leadership for CFOs

2 CPEFinanceBasicLive Webinar

Explores the CFO’s evolving role as strategic business partner — capital allocation, financial modeling, KPIs, and leadership in value creation, aligning financial strategy with business objectives.

Key topics
  • CFO role evolution: from compliance officer to strategist
  • Cash flow and working capital optimization
  • Strategic planning and capital deployment
  • Financial dashboards and KPI communication
  • M&A basics and growth planning
$119CPE
Select dates & register
NewPremium
RSC2

AI and Cyber Risk Strategy for CFOs: Navigating Generative, Agentic, and Emerging Tech Threats

2 CPEInformation TechnologyBasicLive Webinar

Explores how CFOs can strategically adopt and govern emerging technologies — especially generative and agentic AI — while managing cybersecurity, infrastructure, and compliance risks.

Key topics
  • Generative vs. agentic AI in forecasting, reporting, and recovery
  • Minimum viable operations and cyber resilience
  • AI governance, ethics, and “human-in-the-loop” frameworks
  • Emerging cyber threats and adversarial AI techniques
  • Strategic role of the CFO in evaluating and governing tech investments
$119CPE
Select dates & register
NewPremium
EPG2

CFO Leadership: Ethics, People, and Governance in a Changing Financial Landscape

2 CPEEthics & Bus. MgmtBasicLive Webinar

Explores the human-centered dimensions of CFO leadership: ethics, team development, and corporate governance, including the CFO’s role in culture, ESG, and board reporting.

Key topics
  • Setting the ethical tone at the top and modeling culture
  • ESG, inclusive leadership, and stakeholder expectations
  • Succession planning and upskilling finance teams
  • Audit committee collaboration and board reporting
  • Human-centered leadership in a tech-driven world
$119CPE
Select dates & register

All courses are live webinars — you must select a specific date and time to register. Registration closes one hour before each session begins. Get all five with Unlimited Plus ↓

Best value

Get all five CFO Series courses — and unlimited CPE — with Unlimited Plus

All five CFO Series courses are premium and exclusively included with Unlimited Plus. At $595 purchased individually, the entire series is covered by a single subscription that also gives you 12 months of access to 10,000+ additional credits, 2,300+ live webinars per year, and every new premium course released during your membership.

All 5 CFO Series courses
10,000+ CPE credits
2,300+ live webinars per year
All new premium courses included
On-demand webcasts & self-study
12 months of unlimited access
10,000+
total CPE credits
2,300+
live webinars/year
500+
Speaker of the Year awards
Unlimited Plus
$899
per year · 12 months access
Get Unlimited Plus

Easy returns · No hassle refunds
Includes EasyRenew™ — cancel any time

Or register for individual courses ↑

Is this series right for you?

Who the CFO Series is designed for

This series is built for finance professionals stepping into — or already serving in — CFO-level roles at small to mid-sized businesses and firms.

 

Controllers & aspiring CFOs

Build the strategic, leadership, and governance competencies needed to move from controller into the CFO seat — and learn how to position yourself for the transition.

  • The CFO competency matrix and executive presence
  • Financial strategy and capital allocation
  • Career planning and skills-gap positioning

Firm partners & finance leaders

Oversee enterprise risk, regulatory compliance, and emerging technology investment with practical frameworks built for SMBs and private companies, not Fortune 500 playbooks.

  • Enterprise risk management and internal controls
  • AI and cyber risk governance
  • Beneficial ownership, AML, and ESG updates

Acting & current CFOs

Sharpen the people and governance side of the role — setting the ethical tone, leading high-performing finance teams, and reporting effectively to boards and audit committees.

  • Ethics, culture, and ESG leadership
  • Succession planning and team upskilling
  • Audit committee and board reporting
Common questions

Frequently asked questions

Answers to the most common questions about the CFO CPE Series, course format, credits, and Unlimited Plus.

Still have questions? Call 800-778-7436 or email info@surgent.com. Our team is available Monday through Friday.
Are all five CFO Series courses included with Unlimited Plus?

Yes. All five courses — BLP2, RCR2, FSL2, RSC2, and EPG2 — are premium courses exclusively included with the Unlimited Plus subscription. They are not available with Unlimited Webinars or Unlimited Self-Study.

At $595 if purchased individually, the entire series is covered by a single Unlimited Plus subscription that also provides access to 10,000+ additional credits.

How many CPE credits do I earn for the full CFO Series?

Each course in the CFO Series is worth 2 CPE credits, for a total of 10 CPE credits across all five courses. You may take the courses in any order — there is no required sequence.

What format are the CFO Series courses? Can I take them on-demand?

All five CFO Series courses are currently offered exclusively as live webinars. There is no on-demand or self-study version available at this time. You must register for a specific date and time to attend.

Multiple sessions are scheduled throughout the year for each course. Registration closes one hour before each live session begins. Unlimited Plus subscribers can register for any available session at no additional cost.

Who is Cory Ng and why is he qualified to teach these courses?

Cory Ng, DBA, CPA, CITP began at Deloitte as an auditor and advanced to senior auditor before moving into full-time academia in 2009, teaching accounting at the Community College of Philadelphia and then Temple University, where he also directed the undergraduate accounting program.

In 2023 he stepped into the CFO seat himself, serving as CFO and Vice President of Administration for a state CPA association before joining Surgent in 2024 as Manager, Accounting & Auditing Content Developer. He is currently an Associate Teaching Professor at Villanova School of Business and has also taught at the Wharton School. He is co-author of Artificial Intelligence in Accounting: Practical Applications.

Are the CFO Series courses NASBA-approved?

Yes. Surgent CPE is a NASBA-approved continuing education provider, and all five CFO Series courses qualify for NASBA-approved CPE credit.

Do I need to take the courses in a specific order?

There is no required sequence. Each course stands on its own. That said, professionals newer to the CFO track often start with BLP2 (The CFO Blueprint) before moving into the more specialized risk, strategy, technology, and people topics covered in the other four courses.

Ready to get started?

Build the executive readiness today’s CFO role demands

Get all five CFO Series courses from Cory Ng, DBA, CPA, CITP, with an Unlimited Plus subscription — or register for any individual course at your own pace. NASBA-approved.

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