Become a Shared Assessments Member

With Shared Assessments Program participation, members gain faster, more efficient and less costly assessment processes while introducing more rigorous standards to their vendor risk management programs.

"The Shared Assessments Program's rigorous standards are better than all other standards. We are very satisfied with the acceptance by our clients."
— Timothy O’Brien, Senior Vice President, Operations & Security, Yodlee Inc., Shared Assessments Member
"The Shared Assessments Program’s rigorous standards are equal to or better than all other standards. We are very satisfied with the acceptance by our clients."
— Timothy J. O’Brien, Senior Vice President, Yodlee
"Adopting the Shared Assessments Program enabled Deluxe to reduce cycle time, improve quality, & streamline the due diligence process. At Deluxe, two-thirds of our due diligence requests use Shared Assessment tool."
— Linnea Solem, CIPP, CIPP/C, Chief Privacy Officer, Director of Business Risk & Privacy Management, Deluxe Corp, Shared Assessments Steering Committee Member

Annual Membership

Firms that outsource critical data processes and sensitive information services require operating efficiencies and cost savings. They also must manage their risk, protect their reputations, and meet regulatory requirements by carefully evaluating the controls their service provider partners have in place for security, privacy and business continuity.

Already purchased the Shared Assessment Tools?

Become a member and reduce your annual membership cost by the total amount of your purchase. Use the form on the right side of this page to contact us for more details.

Under the direction and management of The Santa Fe Group (www.santa-fe-group.com), the Shared Assessments Program brings industry-leading executives together to streamline and standardize the service provider evaluation process, helping organizations of all sizes realize important efficiencies and cost savings.

The Shared Assessments Program was originally created by six leading financial institutions in conjunction with the Big 4 accounting firms to inject efficiency, consistency, cost savings and common sense into the service provider assessment process. The Santa Fe Group manages Shared Assessments as an independent, industry-driven standard.

Shared Assessments Adoption

With Shared Assessments Program participation, service providers gain faster, more efficient and less costly assessment processes while introducing more rigorous standards to their vendor risk management programs.

Organizations that adopt the Shared Assessments standards gain:

  • Efficiencies and cost savings through faster, more efficient, and less costly assessment processes using the Shared Assessments tools: the Standard Information Gathering (SIG) Questionnaire and Agreed Upon Procedures (AUP)
  • Effective vendor risk management through industry-standard tools created by risk management leaders and accepted by companies around the globe
  • Better relationships with their clients as well as the regulators who assess or examine them

Benefits of Membership

As participants in a global community of leaders in information security, privacy, business continuity and vendor risk management, members gain opportunities for brand visibility, collaboration and professional development.

In addition, members receive these important benefits:

Community

  • Opportunities to shape and refine the industry de-facto security standard tools: the Standard Information Gathering (SIG) Questionnaire and Agreed Upon Procedures (AUP)
  • Access to the Shared Assessments Member Forum and other members-only meetings and events with key industry thought leaders to learn about the latest developments in vendor management and regulatory compliance
  • Access to the members-only Discussion Forum for the sharing of vendor risk management issues and trends
  • Interact with your peers and industry experts at member-only events

Leadership

  • Earn CPE credits while demonstrating leadership in vendor risk management by serving on the Shared Assessments Steering Committee, Technical Development Committee and/or working groups
  • Opportunities to demonstrate your industry expertise by presenting at Shared Assessments events
  • Participation in members-only content development groups that author whitepapers and present webinars

Members Only Area of Website

  • Free access to all Program Tools, white papers, and project documents
  • Access to contact information for primary Shared Assessments member contacts in the Member Directory
  • Participate in the member Discussion Forum for the sharing of vendor risk management issues and trends with your peers 

Visibility

  • Competitive advantage among existing and prospective clients, including expedited RFP processes
  • Reputational and brand visibility as a member of a global community of risk management leaders
  • Your company name and logo prominently displayed on the Shared Assessments website, in promotional materials and at Shared Assessments events
  • Opportunities to comment on media stories related to outsourcing and vendor risk management
  • Member discounts on sponsorships and exhibitorships at the Shared Assessments Summit and Roundtable, two annual day-and-a-half in-person forums providing expertise on the outsourcing landscape, regulator insights, and updates on global trends
  • Member discounts on sponsorships, exhibitorships and registration for public events presented by The Santa Fe Group
  • Online advertising opportunities on the Shared Assessments website

www.lockpath
proteck
idexperts
Brainshark
bnym
mercedsystems
ironmountain
www.ctg
zywave
deutsche
www.rsam
fishnet
Bank of the West
usbank
deloitte
pwc
aon
dtcc
redtail
pge
wilmingtontrust
cit
churchillharriman
ezshield
ernstyoung
firstdata
www.prevalent
www.compliance360
www.modulo
jpmorgan
radian
att
acxiom
drivesavers
lsr
jbr
bsi
liveops
tsys
target
pivot-point
goldnamsachs
earlywarning
power-advocate
deluxe
yodlee
protivity
kpmg
cvs
sungard
www.controlcase
recall
sei
www.rsa
white-hat
bofa
nyupoly
electriccompany
TD Ameritrade
www.csinitiative
ltd-financial
gosaas