Events

May 2022

webinar: Third Party Business Continuity and Disaster Recovery Programs

Wednesday, May 25, 2022 | 11:00am-12:00pm ET

Business Continuity is constantly under attack from rising natural disasters, software and hardware failures, escalating and increasing instances of cyberattacks, and all the risks that accompany them. The effects of any one of these events could be devastating. While there is no sure way to avoid certain risks, there are things you can do to protect your business from any potential fallout that may follow.

In this session, we will uncover the business resilience risks that you are inheriting from your third parties and discuss how to create a disaster recovery plan that can address these ever-growing threats.

Cost: Free / Credits: 1 CPE

Speakers:

Teresa C. Lindsey, Senior Consultant, Shared Assessments

Teresa is a Senior Consultant with Shared Assessments specializing in Resilience and Continuity and Third Party Risk Management. T (as she is called) has more than 30 years of experience developing business resilience, continuity and incident management best practices within the financial services industry. T is also a serial retiree having most recently retired in 2019 from Citizens Financial Group (CFG) where she served as Executive Vice President and Head of Resilience, Recovery and Crisis and Chief of Staff in Corporate Security & Resilience (CS&R). T served as the thought leader shaping the Resilience agenda for Citizens Financial Group, including Business Resilience and Continuity, IT Resilience, Disaster Recovery and Incident Management. T’s chief responsibility was to ensure the continuity of operations should any event or situation disrupt – or threaten to disrupt – the delivery of financial services, and/or profoundly and negatively impact public confidence in the Group. T also served as Chief of Staff to the Bank’s Chief Security Officer, serving as her delegate in protecting the bank’s physical and digital security. Upon her retirement, T received certificates of appreciation from the Governor of the State of Rhode Island, the Rhode Island Alliance for Business Resilience and the Head of the Federal Emergency Management Agency (FEMA). Prior to joining CFG, T had retired from RBS Group in 2009, where she was the Global Head of Business Continuity.

Robert Stebbins, Senior Manager of Business Resilience & Disaster Recovery, Citizens Bank

Robert is a Senior Manager at Citizens Bank specializing in Business Resilience and Disaster Recovery for the organization. Bob has more than 35 years of experience in the financial services industry developing technology solutions to support the recoverability, availability, and needs of the business. In his current role at Citizens bank, Bob is responsible for ensuring internal compliance with the bank’s disaster recovery program and for compliance by critical third parties with the bank’s disaster recovery policies. Bob is also a key contributor to the data center strategy and architecture teams as well as the Cloud governance and oversight board. Prior roles at Putnam Investments, included disaster recovery compliance, data architect, and imaging design lead. Bob is an active member of the Rhode Island Alliance for Business Resilience and his local Community Emergency Response Team (CERT). 

Jun 2022

webinar: How Risk Leaders Mitigate ESG Risk In Their Supply Chains and Expedite Due Diligence

Thursday, June 2, 2022 | 11:00am-12:00pm ET

As more companies incorporate ESG across corporate programs, third party risk managers need to explore how new ESG regulations and standards will impact their third party risk management programs. This session will examine how risk leaders can shift to adopt ESG principles. Panelists will share best practices and emerging research on how to mitigate ESG Risk to ensure due diligence in their third party risk programs.

Cost: Free / Credits: 1 CPE

Speakers:

Colleen Milazzo, Senior Vice President, TPR Software Products, Shared Assessments

Colleen leads the TPRM software team in the development of software products/tools for third party risk assurance. Colleen has over 20 years of experience within the financial services industry and consulting. She has led programs associated with risk management, procurement/contract negotiation, mergers and acquisitions, and business process reengineering. She has regulatory and global experience executing portfolios to meet the corporate strategy.

John Bree, Chief Evangelist & Chief Risk Officer, Supply Wisdom

John is Chief Evangelist & Chief Risk Officer with Supply Wisdom, the leading patented continuous risk intelligence and monitoring solution for third parties and locations. He is recognized as a global financial industry executive and risk subject matter expert, in vendor/third-party risk management, AML/CTF, KYC, and anti-fraud programs. Prior to joining Supply Wisdom, John held senior positions globally for Citi and Deutsche Bank covering corporate, investment, commercial and consumer banking. John is a member and co-moderator for RiskBoard.org, a member of the Shared Assessments US and UK Steering Committees and Co-Chair of the Financial Industry Vertical Strategy Group.

Anita Barber, Head of Third Party Management Services, HR, HSBC

Anita Barber obtained a degree in Law with the dream to bring change, drive innovation, and argue her views. After completing law school, she realized that was not the right career path. She found an internship program in New York and worked on the world’s largest trading floor – UBS Stamford Connecticut. This is where she found her passion for Banking. Following that, she worked at Barclays, and KPMG, and joined HSBC 5 years ago. In these 5 years, she has developed specialist knowledge in Vendor management with a particular focus on Third-Party Risk. The landscape for Third-party Risk is forever changing but what interests her the most is sustainability. She is working to measure HSBC’s supply chain carbon emissions. Alongside this, she is actively involved in a number of coaching and mentoring programs and also runs a Diversity and Inclusion working group.

webinar: Peeking Over the TPRM Resilience Regulatory Horizon

Wednesday, June 8, 2022 | 11:00am-12:00pm ET

After nearly two years of responding to constant disruption, many organizations are now reevaluating how their TPRM programs comply with surging regulations and adapt and respond to emerging risks. So, what's over the horizon for TPRM and resilience?

In this session, experts will examine regulatory TPRM/Resilience expectations, with a focus on the US, Europe, and the Monetary Authority of Singapore. We'll review DORA (Digital Operational Resilience Act) status, US regulatory response to last summer's request for comments, PRA and MAS activities, and ESG regulatory direction.

Cost: Free / Credits: 1 CPE

Speakers:

Gary Roboff, Senior Advisor, Shared Assessments

Gary Roboff is a Senior Advisor to Shared Assessments where he focuses on payments, risk management, mobile financial services, and information management. Gary has almost four decades of experience in financial services planning and management, including 25 years at JP Morgan Chase where he retired as Senior Vice President of Electronic Commerce. Gary has worked extensively in electronic payments, payments fraud, third party risk management, privacy, and information utilization, as well as business frameworks and standards for electronic commerce applications.

member forum call: Content and Secure Controls Framework (SCF)

Tuesday, June 14, 2022 | 11:00am-12:00pm ET

Details Forthcoming.

Cost: Free / Credits: 1 CPE

Speakers:

Colleen Milazzo, Senior Vice President, TPR Software Products, Shared Assessments

Colleen leads the TPRM software team in the development of software products/tools for third party risk assurance. Colleen has over 20 years of experience within the financial services industry and consulting. She has led programs associated with risk management, procurement/contract negotiation, mergers and acquisitions, and business process reengineering. She has regulatory and global experience executing portfolios to meet the corporate strategy.

webinar: Managing Your Supply Chain Risk

Wednesday, June 22, 2022 | 11:00am-12:00pm ET

Modern businesses rely on numerous third parties and their supply chains to keep their businesses running. But many lack robust processes to assess and understand how these supply chains can pose additional risks. Understanding these risks to the supply chain enables businesses to take advantage of tried-and-true strategies that mitigate risk.

This session will feature third party risk leaders from the manufacturing industry to discuss trends in supply chain.

Topics to be discussed include:

  • Emerging risks and threats affecting manufacturing companies
  • Techniques for addressing supply chain risks
  • Challenges – global footprint, supply chain complexity, cyber attacks, regulations…
  • Environmental, Social and Governance (ESG) – collaboration opportunities ,etc.
  • Industry 4.0, digital transformation
  • Integrating and leveraging IT/OT processes, technologies and solutions
  • Standardizing due diligence, risk assessments, standards (ISO, ISA 62443, …)
  • Improving efficiencies and reducing costs
  • Addressing organizational silos, process / technology solution integration, risk mitigation, and communication challenges

  • Cost: Free / Credits: 1 CPE

    Speakers:

    Charlie Miller, Senior Advisor, Shared Assessments

    Charlie Miller is a frequent speaker and a recognized expert in third party risk. His key responsibilities include expanding the Shared Assessments Third-Party Risk Management membership-driven program, facilitating thought leadership, industry vertical strategy groups, continuous monitoring / operational technology working groups, and loT research studies.

    Bob Jones, Senior Advisor, Shared Assessments

    Bob Jones is deeply committed to contributing to the well-being of the financial services community. A well-known and sought-after expert in risk management strategy, he has 50 years of experience leading fraud risk management and risk management strategy. When not writing blogs for SharedAssessments, Bob enjoys playing with his 4 grandchildren and 2 granddogs.

    webinar: Geopolitical Events and Third Parties: How to Effectively React Across the Supply Chain

    Tuesday, June 28, 2022 | 11:00am-12:30pm ET

    Third parties operate globally, in unpredictable landscapes and geographies. As localized geopolitical events emerge, businesses need to react and adjust to ensure resilience of the supply chain and supporting parties.

    This session will explore how to:

  • Identify third parties impacted by geopolitical events
  • Respond to events in a timely and proportionate manner
  • Reduce the impact to key business functions

  • Cost: Free / Credits: 1.5 CPEs

    Speakers:

    Tom Garrubba, Vice President, Shared Assessments

    Tom Garrubba, Vice President, is an internationally recognized subject matter expert, lecturer, writer, and blogger on third-party risk, and is the head instructor for the Certified Third-Party Risk Professional (CTPRP) certification program. He is a contributor to Future of Sourcing, blogged for the Huffington Post’s Business section, and for Government Health IT, ISACA, Risk.net, and numerous eGRC websites.

    Alastair Parr, Senior Vice President, Global Products & Risk, Prevalent

    Alastair Parr is responsible for ensuring that the demands of the market space are considered and applied innovatively within the Prevalent portfolio. He comes from a governance, risk and compliance background; developing and driving solutions to the ever-complex risk management space. He brings over 12 years of experience in product management, consultancy, and operations deliverables.

    Jul 2022

    member forum call: Vendor Risk Management Maturity Benchmark Study

    Tuesday, July 12, 2022 | 11:00am-12:00pm ET

    Details Forthcoming.

    Cost: Free / Credits: 1 CPE

    Speakers:

    Gary Roboff, Senior Advisor, Shared Assessments

    Gary Roboff is a Senior Advisor to Shared Assessments where he focuses on payments, risk management, mobile financial services, and information management. Gary has almost four decades of experience in financial services planning and management, including 25 years at JP Morgan Chase where he retired as Senior Vice President of Electronic Commerce. Gary has worked extensively in electronic payments, payments fraud, third party risk management, privacy, and information utilization, as well as business frameworks and standards for electronic commerce applications.

    webinar: Fireside Chat – Innovations In Third Party Risk Processes II

    Wednesday, July 20, 2022 | 11:00am-12:00pm ET

    Join Tom Garrubba and Paul Poh for a lively discussion about innovations that could change the way application developers approach common security pitfalls.

    This session will explore application security best practices, and how adherence to these practices can prevent putting company networks, systems, and data at risk.

    Cost: Free / Credits: 1 CPE

    Speakers:

    Tom Garrubba, Vice President, Shared Assessments

    Tom Garrubba, Vice President, is an internationally recognized subject matter expert, lecturer, writer, and blogger on third-party risk, and is the head instructor for the Certified Third-Party Risk Professional (CTPRP) certification program. He is a contributor to Future of Sourcing, blogged for the Huffington Post’s Business section, and for Government Health IT, ISACA, Risk.net, and numerous eGRC websites.

    Paul Poh, Managing Partner, Radical Security

    Paul Poh is a Managing Partner at Radical Security with over 25 years of technology and information security experience. He provides advisory CISO services for several public and private companies. His past roles include Chief Technology Officer and Head of Information Security and Software Architecture.

    Aug 2022

    member forum call: Procurement

    Tuesday, August 9, 2022 | 11:00am-12:00pm ET

    Details Forthcoming.

    Cost: Free / Credits: 1 CPE

    Speakers:

    Tom Garrubba, Vice President, Shared Assessments

    Tom Garrubba, Vice President, is an internationally recognized subject matter expert, lecturer, writer, and blogger on third-party risk, and is the head instructor for the Certified Third-Party Risk Professional (CTPRP) certification program. He is a contributor to Future of Sourcing, blogged for the Huffington Post’s Business section, and for Government Health IT, ISACA, Risk.net, and numerous eGRC websites.

    Oct 2022

    member forum call: 2023 TPRM Toolkit Review and Demo

    Tuesday, October 11, 2022 | 11:00am-12:30pm ET

    The Shared Assessments Tool Development team and committees have spent the last year updating and upgrading the SIG, SCA, VRMMM, and Data Governance Tools just for you. Members will be the first to receive the special overview and demo.

    Cost: Free / Credits: 1.5 CPEs

    Speakers:

    Colleen Milazzo, Senior Vice President, TPR Software Products, Shared Assessments

    Colleen leads the TPRM software team in the development of software products/tools for third party risk assurance. Colleen has over 20 years of experience within the financial services industry and consulting. She has led programs associated with risk management, procurement/contract negotiation, mergers and acquisitions, and business process reengineering. She has regulatory and global experience executing portfolios to meet the corporate strategy.

    Andy Hout, Vice President, Tool Development & Implementation, Shared Assessments

    Andy has more than 30 years in data communications/information security and is familiar with all types of systems and transport technologies. Using this knowledge, Andy has conducted hundreds of vendor assessments and implemented vendor risk management programs for several large clients.

    webinar: New 2023 Toolkit: Standardized Excellence to Meet Today’s Risk Environment

    Wednesday, October 19, 2022 | 11:00am-12:00pm ET

    Shared Assessments has updated and upgraded the 2023 Third Party Risk Management Toolkit to align with a changing regulatory and threat environment. Content has been adjusted to focus on Cybersecurity, Data Governance, Operational Risk, and Resilience. This session includes full details about updates and upgrades to the SIG, SCA, VRMMM, Data Governance Tools, including content organization and updates to industry and regulatory standards.

    Cost: Free / Credits: 1 CPE

    Speakers:

    Christopher Campbell, Manager of Sales, Shared Assessments

    Christopher has almost 20 years of experience in sales, customer relations, and corporate operations, including key sales and support roles in various industries ranging from health and fitness to construction. At Shared Assessments, he is responsible for member service, market research, program development, prospective member outreach, membership renewals, and is dedicated to helping members optimize their SIG.

    Andy Hout, Vice President, Tool Development & Implementation, Shared Assessments

    Andy has more than 30 years in data communications/information security and is familiar with all types of systems and transport technologies. Using this knowledge, Andy has conducted hundreds of vendor assessments and implemented vendor risk management programs for several large clients.

    Nov 2022

    member forum call: Continuous Monitoring

    Tuesday, November 8, 2022 | 11:00am-12:00pm ET

    Details Forthcoming.

    Cost: Free / Credits: 1 CPE

    Speakers:

    Colleen Milazzo, Senior Vice President, TPR Software Products, Shared Assessments

    Colleen leads the TPRM software team in the development of software products/tools for third party risk assurance. Colleen has over 20 years of experience within the financial services industry and consulting. She has led programs associated with risk management, procurement/contract negotiation, mergers and acquisitions, and business process reengineering. She has regulatory and global experience executing portfolios to meet the corporate strategy.

    Gary Roboff, Senior Advisor, Shared Assessments

    Gary Roboff is a Senior Advisor to Shared Assessments where he focuses on payments, risk management, mobile financial services, and information management. Gary has almost four decades of experience in financial services planning and management, including 25 years at JP Morgan Chase where he retired as Senior Vice President of Electronic Commerce. Gary has worked extensively in electronic payments, payments fraud, third party risk management, privacy, and information utilization, as well as business frameworks and standards for electronic commerce applications.

    Dec 2022

    member forum call: Third Party Risk Briefing and 2023 TPRM Trends

    Tuesday, December 13, 2022 | 11:00am-12:00pm ET

    Using current industry metrics and feedback from Shared Assessments members, Shared Assessments subject matter experts will discuss third party risk trends as we head into 2023.

    Cost: Free / Credits: 1 CPE