Upcoming Events

Dec 2023

Webinars

Unifying Your Response to Interagency Guidance: A Cross-Domain, Cross-Department Approach

Wednesday, December 6, 2023 | 11:00am-12:00pm ET

The Federal Reserve Board (the Board), Federal Deposit Insurance Corporation (FDIC), and Office of the Comptroller of the Currency (OCC) collectively introduced the Interagency Guidance on Third-Party Relationships: Risk Management. In June 2023, the guidance officially became effective – you’re now expected to comply. So, what do you do? This session will provide a structured roadmap for understanding and responding to the interagency guidance. This webinar will equip attendees with insights into:

  • • Awareness of the Guidance: Deep dive into the essence of the guidance and its implications.
  • • Understanding Gaps: Evidence-based strategies to identify and bridge gaps in existing programs.
  • • Road Map to Operationalization: Practical recommendations and actionable plans for a seamless integration.

Speakers:

Chris Johnson, Senior Advisor, Shared Assessments

Chris is a Senior Advisor to Shared Assessments where he focuses on healthcare, financial services, and emerging technologies. He has more than 25 years of experience helping clients effectively manage risk while exhibiting a passionate and dynamic leadership style. Prior to joining Shared Assessments, Chris led third party risk management and information technology initiatives at Bristol Myers Squibb, Bank of America, Merrill Lynch, KPMG, and Marriott International.

Tammy Knies, Head of Vendor Risk, Live Oak Bank

Tammy is a seasoned Third-Party Risk professional. She spent many years as SVP of Vendor Management and Procurement at People’s United Bank, a 62B Financial Institution, prior to their sale to M&T Bank almost two years ago. She is now Head of Vendor Management at Live Oak Bank in Wilmington, NC. Tammy currently is a council member of Canapi’s Vendor Management Council and a long-standing member of Shared Assessments. She resides in NC with her husband.

Andrew Moyad, CEO, Shared Assessments

Andrew is the CEO of Shared Assessments, a global membership organization that supports hundreds of companies, risk programs, and thousands of associated third-party and other risk professionals. As a risk practitioner and executive, he has driven a culture of accountability and diligence in safeguarding information and other assets for organizations and their third parties. He has more than 25 years of experience in risk management and information security.

Member Forum Calls

December Member Forum Call – Risk Horizon Scanning

Tuesday, December 12, 2023 | 11:00am-12:00pm ET

How has your organization adapted to the rapidly changing risk environment? What will the next 12 months look like for your team? Join Shared Assessments Senior Advisors to explore top of mind concerns and discuss best practices to boost your program’s success in the year ahead. This webinar will:

  • Review top of mind concerns from the membership.
  • Discuss strategies for adapting to dynamic third-party risk environments.

    Speakers:

    Andrew Moyad, CEO, Shared Assessments

    Andrew is the CEO of Shared Assessments, a global membership organization that supports hundreds of companies, risk programs, and thousands of associated third-party and other risk professionals. As a risk practitioner and executive, he has driven a culture of accountability and diligence in safeguarding information and other assets for organizations and their third parties. He has more than 25 years of experience in risk management and information security.

    Colleen Milazzo, Sr. 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.

    Elizabeth Dunsmoor, TPRM Principal, Shared Assessments

    Elizabeth Dunsmoor recently joined Shared Assessments as a TPRM Principal after 15 years as a TPRM practitioner. She has experience designing holistic programs and delivering assessment work within the cybersecurity, financial services, manufacturing, and healthcare sectors. With a proven ability to oversee and execute long-term operational strategies and methodologies for risk programs, Elizabeth is proficient in a variety of management actions including translating strategies into measurable plans, partnering with Procurement, corporate teams, and firm leaders to develop a pipeline of cross-functional leaders within the risk management function. She now provides training and guidance to business leaders to ensure understanding of program requirements, third-party capabilities, and performance expectations.

    Rhonda Cook, Senior Advisor, Shared Assessments

    Rhonda K.R. Cook is retired Chief Risk Officer for SEI Investments in Oaks, PA. She also served 4 years as Chair of the Investment Company Institute’s (ICI’s) Chief Risk Officer Committee. Over the course of her 25 years at SEI, Rhonda worked in a variety of client service, solution development, and risk management roles. She led projects in SEI’s Hong Kong and London offices, and she spent three years in New Delhi as SEI’s first Unit Leader, India. Rhonda has an M.B.A. from Northeastern University with a dual concentration in International Management and Innovation Entrepreneurship. Prior to joining SEI Investments, Rhonda graduated from the United States Military Academy at West Point; she served nine years as a Military Intelligence Officer in the U.S. Army, including multiple duty assignments in Europe, the Middle East, and Asia.

  • Webinars

    Get To Know The Trust Network Pilot Project

    Thursday, December 14, 2023 | 11:00am-12:00pm ET

    Hundreds of completed SIGs from top vendors (and the capability to assess those vendors) are now at your fingertips! As requested by many Shared Assessments’ members, we are working to create greater transparency around the thousands of companies that actually accept and use our Standardized Information Gathering (SIG) Questionnaire. This session will offer details on how the Shared Assessments’ member and subscriber community can now access the Whistic Platform. Whistic and Shared Assessments CEOs will discuss how this pilot project originated, how it strengthens trust in the industry, and how our organizations envision its evolution.

    Jan 2024

    Webinars

    Product Release 2024

    Wednesday, January 24, 2024 | 11:00am-12:30pm ET

    Join us for a walk through of the latest product release.

    Mar 2024

    Conferences

    Summit 2024

    Wednesday, March 20, 2024 | 8:00am - 5:00pm

    Conferences

    Summit 2024

    Thursday, March 21, 2024 | 8:00am - 5:00pm