Become a Shared Assessments Program Member

Join your peers to identify, discuss and address the issues you (and your management) feel are top priorities for resolution. Participate in a global community of risk management professionals and help create the world’s most comprehensive standards for evaluating vendor risk.

"The Tools and relationships we've gained from Shared Assessments offer real value to CVS Caremark, ensuring rigor in our evaluations of vendors that touch private data."
— Tom Garrubba, Senior Manager, Technical Assessments Group, CVS Caremark, Shared Assessments Steering Committee Member

About Shared Assessments Program Membership

Shared Assessments members are national and international organizations of all sizes that understand the importance of comprehensive standards for managing third party risk. They include financial institutions, healthcare organizations, energy/utility, retailers and telecommunications companies. They are service providers of all sizes, consulting companies, and assessment firms. They are the best in their class, members of a global community of vendor risk management professionals who understand the value of implementing efficient and effective industry-standard practices.

Already purchased the Shared Assessments Tools?

Become a Shared Assessments Program member at a reduced rate! Reduce your annual membership cost by the total amount of your Shared Assessments purchase. Use the form on the right side of this page to contact us for details.

As a Shared Assessments Program member, your company gains opportunities to deepen its risk management expertise. Members gain access to members-only meetings, events and teleconferences and earn CPE credits. Cross-industry working groups discuss the regulatory climate, including SOX, FFIEC, ISO 27001:27005, GLBA, NYSE and HIPAA/HITECH.

Members with special expertise may contribute legal, compliance or other expertise to the Shared Assessments standards.

Benefits of Membership

As participants in a global community of leaders from information security, privacy, business continuity, compliance, enterprise risk management and corporate governance, members gain opportunities for collaboration, brand visibility and professional development. Shared Assessments Program members receive many important benefits.

Risk Management Expertise
By working with other risk professionals you have the opportunity to increase the breadth and depth of your risk management expertise. Shared Assessments members have numerous opportunities to spend time with their peers developing best practices to address the most meaningful issues of the day including:

  • Further development of Shared Assessments vendor risk evaluation standards. By working on one of the Program’s Standing Committees (SIG, AUP or VRMMM) members have the opportunity to continue to refine the Program’s Tools. New risk control areas are added, and existing risk areas are enhanced, based on the issues members encounter every day. Recently added risk areas include: cloud security, mobile devices, 4th party risk and software security. This member input is what keeps the Shared Assessments Program Tools on the leading edge of third party risk assurance issues.
  • Participate in Special Projects and Interest Groups. Join your peers to identify, discuss and address the issues you (and your management) feel are top priorities for resolution. Projects and interest groups are defined by the members to ensure that the most relevant topics are being addressed. Topics currently under consideration range from addressing the operational risks presented by the CFPB, to the international issues of data breach legislation in the EU. More detailed information on committees, special projects and interest groups can be found on the Member Projects page.
  • Participants in Shared Assessments committees, projects and special interest groups earn CPE credits while demonstrating risk management and compliance leadership
  • Presenting at Shared Assessments events
  • Presenting with your peers at other events. Shared Assessments is regularly asked to provide risk experts to speak at other conferences and events
  • Author/co-author papers for publication. In addition to speaking, Shared Assessments is often asked to contribute to and develop papers on current risk issues by industry publications
  • Become a guest blogger on the Shared Assessments website. Share your (and your company’s) expertise in risk management by addressing current topics and issues on the Shared Assessments blog “Authorities on Assurance”

As part of the community Shared Assessments members you have the opportunity to:

  • Join the monthly Member Forum and other special interest calls. Listen to key industry and regulatory thought leaders presenting on the latest developments in vendor risk management and regulatory compliance. Ask questions and interact with your peers to gain further insight into current events and issues
  • Attend the Shared Assessment Summit, an annual day-and-a-half in-person forum providing expertise on the outsourcing landscape, regulator insights, updates on global trends, and other vendor risk management topics of interest
  • Meet our Shared Assessments Partners–both assessment firms and licensees to learn how they use the information contained in the Program’s Tools to develop solutions to further enhance your vendor management processes
  • Have visibility as a member of a global community of risk management leaders
  • Have your company name and logo prominently displayed on the Shared Assessments website, in promotional materials and at Shared Assessments events
  • Obtain member discounts on sponsorships and exhibitorships at the Shared Assessments Summit
  • Member discounts on sponsorships, exhibitorships and registration for public events presented by The Santa Fe Group
  • Online advertising opportunities on the Shared Assessments website


  • Access to third party risk management training and education, white papers, project documents, and case studies
  • Access to peer risk management professionals via our Member Directory
  • Access to the members-only Discussion Forum

2014 Shared Assessments Summit

Mark your calendar for the 2014 Shared Assessments Summit - Royal Sonesta Hotel - Boston

  • May 19: Pre-Conference Workshop(s)
  • May 20: Shared Assessments Summit (full day)
  • May 21: Shared Assessments Summit (morning)
Social Media Hashtag for event: #SASummit2014

Members receive an additional 20% discount

Get your discount code

Contact Kelly Wagner at for the discount code.

Learn More and Register »

Sponsorship opportunities are available for the 2014 Shared Assessments Summit

Learn More »

Hear Us Speak!

HIPAA Omnibus Online Panel Discussion hosted by Prevalent Networks


SVP and Program Director, Brad Keller, and Shared Assessments Vice Chair Jonathan Dambrot participated in an online expert panel on HIPAA Omnibus and BA Risk Management.

Watch Now »

Expert Panel Discussion Hosted by Prevalent Networks and Symantec


Senior Vice President and Program Director, Brad Keller, recently participated on a Third Party Risk & Cybersecurity Expert Panel Discussion hosted by Prevalent Networks and Symantec.

Watch Now »

Newsletter Archive

In House One Day Workshops

Shared Assessments Program Fundamentals: Navigating the SIG and AUP

Learn how to deploy the Shared Assessments Program Standardized Information Gathering (SIG) questionnaire and the SIG Management Tool (SMT) as a vendor risk assessment and a self-assessment tool.

Learn how to make the most of the Shared Assessments Program Agreed Upon Procedures (AUP) onsite assessment tool and AUP Report Template.

For more information, send an email to

About One Day Workshops (PDF) »

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