On Demand Events

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Member Forums

November Member Forum Call: Product Release Review PR25

This session will feature an overview of the 2025 Shared Assessments Product Family, focused on Regulatory Mappings: DORA, NIS2, and CSF NIST 2.0. We will review the impact of the new regulatory mappings covered by the Standardized Information Gathering (SIG) Questionnaire and discuss new updates to the TPSIR, such as clarity, weighting, and customizability. We will also preview the new SIG Content Library API.
Speakers:
  • Kelcey Reed
    SVP, Technology Product Officer, Shared Assessments
  • Mike Baker
    Software Developer, Products and Support, Shared Assessments
  • Sheria Williams
    TPRM Principal, Products and Support Team, Shared Assessments, Shared Assessments
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September Member Forum Call – Contracting for Resiliency: Navigating AI, Regulatory Changes and Modern Practices

Join us for an engaging fireside chat as we delve into the evolving landscape of contracting. This webinar will explore the intersection of artificial intelligence (AI), business resiliency, and the latest regulatory changes. Our experts will discuss strategies for building business resiliency through robust contracting practices and adapting to recent regulatory shifts. Additionally, we’ll address the critical terms and conditions you should consider for vendors who are or will incorporate AI into their services. Don’t miss this opportunity to gain a deeper understanding of the future of contracting and how to leverage these advancements for your organization’s success.
Speakers:
  • Jennifer Hancock
    Senior Advisor, Shared Assessments
    Jennifer Hancock is a third-party risk management professional with more than 20 years of experience in third-party risk management. As owner of Hancock Consulting LLC, a consultancy she founded to provide specialized advisory services, Ms. Hancock has been able to help organizations develop effective third-party risk management strategies and improve their overall resilience. Her expertise has been sought after by a wide range of clients across industries, and she is dedicated to helping organizations of all sizes manage their third-party risks effectively. As a thought leader in the field of third-party risk management, Ms. Hancock has been a featured speaker at numerous industry events and conferences. She is both a Certified Third-Party Risk Professional and Certified Third-Party Risk Assessor (CTPRA).
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  • Matt Johnson
    Partner, Bortstein Legal Group
    Matt Johnson is an accomplished technology, outsourcing, and commercial transactions attorney who is recognized for providing comprehensive strategic, legal, and commercial advice to his clients. Over the course of his career, Matt has drafted and negotiated services agreements, technology licenses, and procurement contracts ranging in value from thousands of dollars to five billion dollars. He has also worked with clients to develop complete sourcing strategies for their information technology operations and business processes, to prepare related RFPs, and to evaluate potential suppliers’ bids. His clients have included financial institutions, pharmaceutical companies, and technology companies; many of the transactions on which he has worked have involved the client’s global operations. Matt’s in-house and operations executive experiences give him a deeper understanding of practical and operational aspects of legal transactions, enhancing the value he offers his clients. Matt takes a broad approach to his work, drawing on his understanding of the business context of a transaction, to provide actionable legal and commercial advice to help clients of every size meet their objectives. Prior to joining BLG, Matt worked as in-house counsel at one of the nation’s largest home health and hospice companies and practiced law with two of the top outsourcing practice groups in the U.S. Before becoming a lawyer, Matt was an operations executive in the assisted living industry. He is a graduate of the College of William and Mary and George Washington University Law School.
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August Member Forum Call – Cloud Computing Essentials For Third Party Risk Management Leaders

Join us for an engaging and insightful session tailored specifically for third party risk management leaders. This webinar will explore the transformative impact of cloud computing on business operations and risk management strategies. Key topics include: Best practices for assessing and mitigating risks associated with cloud service providers Ensuring data security and maintaining regulatory compliance Effective cloud governance and vendor risk assessments Latest trends shaping the future of cloud technology Attendees will gain valuable insights to enhance their expertise and safeguard their organization's cloud environment. Don't miss this opportunity to stay ahead in the ever-evolving landscape of cloud computing and risk management.
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.
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  • John DiMaria
    Director of Operations Excellence and Research Fellow, Cloud Security Alliance
    John DiMaria; CSSBB, HISP, MHISP, AMBCI, CERP, is the Director of Operations Excellence and Research Fellow with the Cloud Security Alliance. He has 40 years of experience in Standards and management System Development, including Information Systems, Business Continuity, and Quality. John was one of the innovators and co-founders of the CSA STAR programs Open Certification Framework for cloud providers and developed the first certification scheme and process related to the NIST Cybersecurity Framework. John is a contributing author of the last three editions of the American Bar Association’s Cybersecurity Handbook, and a working group member, and a key contributor to the NIST Cybersecurity Framework and former contributing author and Steering Committee member of the Shared Assessments Program, where he dedicated significant time and effort to advancing the goals and initiatives of the program. John also serves as a leading expert as the BCI SIG Vice-Chair for Cyber Resilience, Working Group Chair for the IEEE P3454™, Standard for Cloud Computing - Operational Resilience – Framework, Member of the MSECB Impartiality, Ethics, and Appeals Committee, and Customer Experience Advisory Member with Lindenwood University, St. Louis, MO. He currently oversees the strategic execution of core operational functions, liaising across departments to provide tactical support and guidance, promoting operational efficiency and interdepartmental collaboration. Prior to joining CSA, DiMaria was the Global Product Champion for The British Standards Institution where he served as the global head of all information security, business continuity and cybersecurity product and process offerings as well as operations assessment scheme manager. He has experience working with both national and international environments.
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July Member Forum Call – Regulatory Roundup: Essential Updates for TPRM Professionals

Join us on July 9 for an insightful Member Forum Call focused on Regulatory Affairs and Third-Party Risk Management. Led by our esteemed Regulatory Committee leadership, this hour-long discussion will delve into critical regulatory topics shaping the landscape of TPRM. Key discussion points will include the implications of the Artificial Intelligence Act (AIA Act), the Digital Operational Resilience Act (DORA), and the Network and Information Security Directive (NIS2). We'll also explore the Environmental, Social, and Governance (ESG) climate and the German Supply Chain Act. Don't miss this opportunity to stay informed and engage with experts on these pivotal regulatory matters.
Speakers:
  • Brad Keller
    VP of Third Party Risk & Governance, LPL Financial Services
    Influential Risk Management Executive with proven success managing risk across multiple business lines while delivering against business objectives. Develop and maintain partnerships with internal/external business interests to identify key risk areas, mitigate resistance to change, and drive operational excellence. Trusted advisor to identify and resolve regulatory and business operational issues to deliver end-to-end solutions that drive business excellence while minimizing risk exposure.
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  • Gary Roboff
    Senior Advisor , Shared Assessments
    Gary has nearly four decades of experience in financial services planning and management, working extensively on electronic payments, payments fraud, third-party risk management, privacy and information utilization, and business frameworks and standards for electronic commerce applications. His experience includes 25 years at JP Morgan Chase, where he retired as Senior Vice President of Electronic Commerce. At Shared Assessments, he lends this thought leadership to committees, research projects, and developing the Shared Assessments Framework.
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May Member Forum Call: Engage & Elevate – Interactive TPRM Q&A

Elevate your Member Forum experience in May with an interactive twist! We're putting our members back in the spotlight by miking up participants for a lively and engaging conversation with our senior advisors. Join us for an exclusive hour-long Third-Party Risk Management (TPRM) session, where your questions drive the discussion. This is your chance to actively participate, share insights, and get personalized advice from the experts. Don't miss this unique opportunity to shape the conversation and elevate your TPRM knowledge. Mark your calendars and come ready to engage in an enriching dialogue with our advisors.
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.
    View full bio
  • 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.
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  • Eric Evans
    Managing Director, Partnerships & Alliances, Rapid Ratings
    Eric manages strategic partnerships/alliances at RapidRatings and leads partner API integrations into procurement, supplier risk, governance risk & compliance platforms to benefit joint clients. Eric has over 20 years of experience in data, risk, and compliance, including companies such as Aetna, EDGAR Online, and Donnelley Financial Solutions. Eric just recently completed the CTPRP exam and is awaiting certification. Eric is actively involved with various working groups of shared assessments. He is the co-chair of the Global Best Practices Committee and is part of the US Steering Committee. He’s also part of the Solution Provider Council at the Institute of Supply Management (ISM) and sits on the ISM-NY board. ​
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April Member Forum Call: Ask Our Senior Advisors Anything – Your Exclusive TPRM Q&A Session

Join us in April for an exclusive Member Forum Call where you have the opportunity to directly engage with our senior advisors in a dynamic Q&A session centered around Third-Party Risk Management. Whether you missed our annual summit or simply have burning questions, this hour-long webinar is your chance to gain valuable insights, clarity, and expert advice straight from the source. Don't miss this unique opportunity to delve into TPRM topics that matter most to you and your organization. Mark your calendars and come prepared to ask our advisors anything!
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.
    View full bio
  • Jennifer Hancock
    Senior Advisor , Shared Assessments
    Jennifer Hancock is a third-party risk management professional with more than 20 years of experience in third-party risk management. As owner of Hancock Consulting LLC, a consultancy she founded to provide specialized advisory services, Ms. Hancock has been able to help organizations develop effective third-party risk management strategies and improve their overall resilience. Her expertise has been sought after by a wide range of clients across industries, and she is dedicated to helping organizations of all sizes manage their third-party risks effectively. As a thought leader in the field of third-party risk management, Ms. Hancock has been a featured speaker at numerous industry events and conferences. She is both a Certified Third-Party Risk Professional and Certified Third-Party Risk Assessor (CTPRA).
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  • Nasser Fattah
    Senior Advisor, Shared Assessments
    Nasser is passionate about risk management, including cybersecurity, IT risk and assurance, TPRM, and regulatory compliance. He brings 25+ years as a practitioner deploying and standardizing enterprise-wide risk programs to align and support business drivers, including digital transformation and new markets.
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March 2024 Member Forum Call – Navigating the Headwinds: Enhancing Agility to Regain Momentum

Discover the highlights from Deloitte's latest survey on third-party risk management in 2023. The survey examines the increasing challenges of managing third-party relationships in today's complex business environment. It provides valuable insights on how leaders can strengthen these relationships to reduce risks and adapt better to economic uncertainties. The call will focus on strategies to build resilience, trust, and utilize digital tools for long-term growth.
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.
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  • Sophie Bright
    Manager, Deloitte
    Sophie has over 5 years’ experience advising and supporting clients with the design, build and implementation of their Third Party Management Frameworks for the identification, assessment, management, and ongoing monitoring of third party risks to cover the end to end third party lifecycle. Sophie has worked across multiple industry sectors but specialises in Financial Services specifically on regulatory requirements relating to outsourcing and third party risk across multiple jurisdictions.
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  • Danny Grifiths
    Partner, Deloitte
    Danny is a Partner in our UK Risk Advisory practice. He has over 16 years’ experience advising his clients on a variety of topics encompassing Third Party Risk Management (TPRM), Outsourcing and Operational Resilience. He has worked extensively in the Financial Services sector and is recognised as a thought-leader through his hosting and participation in industry forums as well as co-authoring our annual global survey on TPRM.
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February 2024 Member Forum Call: Unlocking the Power of Data Governance in the AI Era

In today's rapidly evolving technological landscape, Data Governance has surged to the forefront once again as a paramount concern across industries. Join us for an illuminating webinar that explores the crucial link between Data Governance and AI, addressing vital questions of bias, ethics, and data quality. Discover how organizations are adapting to this new reality and navigating complex regulatory landscapes. This webinar will cover:
  • The pivotal role of Data Governance in AI success
  • Insights from the NIST AI framework
  • Navigating diverse regulations
  • Speakers:
    • Colleen Milazzo
      SVP, 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.
      View full bio
    • James Arnold
      VP, Enterprise Chief Data Office, CVS Health
      Innovative, Data Governance, Privacy & Security Leader | Writer | Speaker and Shared Assessments Data Governance Committee Chair
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    • Nathan Hickey
      Senior Associate, Advisory, Cyber-Strategy & Governance, KPMG, LLP
      Nathan Hickey, CISM is an experienced cybersecurity professional specializing in Third Party Risk Management (TPRM) for KPMG's Cyber Security Practice where he has delivered a broad range of TPRM services to clients across several industries. Nathan is also responsible for helping write the latest version of the Shared Assessment SIG's Artificial Intelligence controls. Based out of Atlanta, GA, Nathan brings enthusiasm, dedication, and a wealth of industry insights to help businesses stay ahead of the curve in the ever-evolving domain of cybersecurity.
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    January Member Forum Call: Risk Horizon Scanning: Looking Ahead at 2024

    What's ahead for TPRM in 2024? Join Shared Assessments Senior Advisors as they continue 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:
    • 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.
      View full bio
    • 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.
      View full bio
    • Jennifer Hancock
      Senior Advisor , Shared Assessments
      Jennifer Hancock is a third-party risk management professional with more than 20 years of experience in third-party risk management. As owner of Hancock Consulting LLC, a consultancy she founded to provide specialized advisory services, Ms. Hancock has been able to help organizations develop effective third-party risk management strategies and improve their overall resilience. Her expertise has been sought after by a wide range of clients across industries, and she is dedicated to helping organizations of all sizes manage their third-party risks effectively. As a thought leader in the field of third-party risk management, Ms. Hancock has been a featured speaker at numerous industry events and conferences. She is both a Certified Third-Party Risk Professional and Certified Third-Party Risk Assessor (CTPRA).
      View full bio
    • 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.
      View full bio
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    December Member Forum Call – Risk Horizon Scanning

    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.
      View full bio
    • 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.
      View full bio
    • 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.
      View full bio
    • 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.
      View full bio
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