On Demand Events

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Member Forums

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.
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  • 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.
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  • 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.
    View full bio
  • 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.
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    • 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.
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    November Member Forum Call – Product Release Review

    This session will feature an overview of the 2024 Shared Assessments Product Suite as well as the brand-new Third-Party Service Inherent Risk Rating (TPSIRR) solution. We will review current regulations covered by the Standardized Information Gathering (SIG) Questionnaire and explore our newest risk domains (AI and Supply Chain Risk). Members will be the first to receive the special overview and demo.
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    October Member Forum Call – Framework for Managing Third Party Reputation Risk: Identifying, Assessing, Reporting, Mitigating, and Monitoring

    This session introduces Shared Assessments Framework for Managing Third Party Reputation Risk. The panel will discuss how the framework fosters synergies across disciplines to best manage the fact that all aspects of third party services have the potential to impact reputation—such as product quality/safety; cybersecurity; and physical security, privacy, and ESG practices, including fair labor practices.
    Speakers:
    • Marya Roddis
      Senior Technical Editor & Founder, Technical Consulting Firm, S.U.N.
      Marya Roddis is a senior technical and grant writer providing high quality business, communications, management, design and education support services to public and private, for-profit and non-profit organizations and agencies. She is the former VP of Technical Writing for Shared Assessments and has served in administrative, technical, and teaching capacities in varied settings including University of Alaska Institute of Northern Forestry and the Medical Identity Fraud Alliance.
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    • Kaelyn Lewis
      Vendor Risk Manager, Global Federal Credit Union
      Vendor Risk Manager for Global Federal Credit Union and Co-Chair of the Shared Assessments Global TPRM Best Practices Committee.
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    • David A. McCrory
      Senior Manager, Technology Risk Management & Controls, Ontario Teachers’ Pension Plan Board
      Senior Manager, Technology Risk Management & Controls, Ontario Teachers’ Pension Plan Board and member of the Shared Assessments Global TPRM Best Practices Committee.
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    • Marc Weinberg
      VP, Vendor Risk Management, Commerzbank AG, New York Branch
      Marc Weinberg is VP, Vendor Risk Management at Commerzbank AG, New York Branch. His experience includes Sarbanes-Oxley compliance, systems implementation, information security, and vendor management. He holds CTPRP, CTPRA, and Open FAIRTM certifications, among others. He earned his bachelor’s in Accounting at Binghamton University, and his MBA in Finance at CUNY Baruch College
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    September Member Forum Call – Explore the Quantum Computing Revolution: Unleashing Unimaginable Data Processing Speeds

    Join us as industry experts delve into the impending shifts brought about by quantum computing advancements. Prepare for a future where data processing reaches unprecedented speeds, propelling us into a realm of previously inconceivable simulations. As we hurtle towards 2024 and beyond, discover the essential adaptations required for security and cryptography to remain resilient against this unparalleled computational prowess. Gain exclusive insights and proactive measures from our panelists to navigate the imminent transformation.
    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.
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    • Konstantinos Karagiannis
      Director, Quantum Computing Services, Protiviti
      Konstantinos is the Director of Quantum Computing Services at Protiviti, where he and his team help companies get ready for quantum opportunities and threats. He has been involved in the quantum computing industry since 2012, and in InfoSec since the 90s. Konstantinos is a frequent speaker at RSA, Black Hat, Defcon, and dozens of conferences worldwide. He also hosts The Post-Quantum World podcast.
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    August Member Forum Call – When It’s Time to Say Goodbye: Vendor Exit Strategies and Plans

    Creating an effective vendor exit strategy and plan means that when it’s time to part ways with your vendor, your organization can minimize disruptions, control expenses, and limit negative impacts to your stakeholders. Join us for an insightful discussion about what to know, what to do, and what to consider when creating your vendor exit strategies and plans.
    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.

      Prior to joining Shared Assessments in 2022, Andrew served as Senior Vice President, Vendor Risk Management at Blackstone for four years, where he led a team of risk professionals responsible for overseeing all phases of the vendor lifecycle at the firm. Prior to Blackstone, he worked at BlackRock from 2010-18, where he first joined and then eventually led the firm’s Vendor Risk Management team. Before that, Andrew worked at Citigroup nine years, finishing as a Senior Vice President and Business Information Security Officer in Global Fixed Income, leading onsite third-party risk assessments across the United States, Europe, and Asia.

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    • Hilary Jewhurst
      Head of Third-Party Risk Education & Advocacy, Venminder
      Hilary leads the advancement and promotion of third-party risk management best practices and solutions through thought leadership, subject matter expertise, and support for Venminder’s customers, Marketing, Sales, and Third-Party Risk divisions. Hilary has served as a senior leader for over 20 years, working in operations management, and risk management roles, with an emphasis on third-party risk. Hilary successfully built, improved, and managed enterprise-wide third-party risk management frameworks and programs for leading financial services companies. She has designed and developed training materials, reference guides, desk-top procedures, job aids, checklists, and templates for a full spectrum of learning environments and learners as well as personally trained hundreds of third-party risk managers, vendor relationship managers, and vendors.
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