On Demand Events

Missed a recent webinar or Member Forum Call? Catch our previous virtual sessions here. We now offer CPEs from most of our on-demand offerings. To earn CPEs, please submit your information and codes in the form linked below. Note: our on-demand recordings work best when viewed in the Chrome browser.

Member Forums

June Member Forum Call – Ransomware Best Practices for Third Party Risk Professionals Webinar

In this session, we provide an enterprise-wide, TPRM-focused approach to ransomware. Discussion includes meaningful process and program guidance improvements and practical tools for organizations of all sizes, whether operating locally or globally. *While Member Forum Calls are typically closed only to members, this one will be open to all. You may register regardless of your membership status.*
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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  • Bob Jones
    Senior Advisor, Shared Assessments
    Bob 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. In addition to bringing unique experience as a consultant, educator and expert witness to Shared Assessments, he also serves as the principal of RW Jones Associates, LLC and is Adjunct Professor Emeritus of Economic crime at Utica College, where he taught in the school’s M.B.A. in Economic Crime and Fraud Management program. His articles have appeared in the RMA Journal and the Journal of Economic Crime Management.
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  • Martin Freeman
    Cyber Security and Compliance Managing Director, Calastone
    Martin is a dedicated Information Security Professional with 20 years’ experience and is passionate about his subject matter. He specializes in implementing Cyber Security / Information Security frameworks and has previously worked in both the Fast-Moving Consumer Goods and Fintech industries.
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May Member Forum Call: Benchmarking Maturity

Submit your questions regarding benchmarking your TPRM program maturity. Questions will be answered live during the Member Forum Call. Submit questions here.
Speakers:
  • Jennifer Hancock
    President, Hancock Consulting LLC
    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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  • 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.
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  • Colleen Milazzo
    SVP of Third Party Risk 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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Shared Assessments Update

In this member forum call, we'll look back at 2022, and into what 2023 holds for Shared Assessments members and committees. We'll cover 2022 highlights, and move onto 2023 goals, plans, targets, and newly proposed risk domains.
Speakers:
  • Andrew Moyad
    CEO, Shared Assessments
    Andrew is an accomplished leader and trailblazer in third party risk management. As a practitioner and a senior risk management executive, he has driven a culture of accountability and diligence in safeguarding information. Andrew has more than 25 years in risk management and information security. He has contributed greatly to the transformation and advancement of risk management as a strategic function that intersects with and helps guide all aspects of organizations.
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How to Operationalize the California Privacy Rights Acts Requirements

The California Privacy Rights Acts, (CPRA) which expands on the California Consumer Privacy Act (CCPA), went into effect on January 1 2023. This session will examine the top operational impacts and provide strategies on how to prioritize and address in concert with requirements from other key privacy regulation such as GDPR. This includes the new provisions for data security, data minimization and data retention as well as expanded rights for California residents.
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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  • Evelyn deSouza
    Trust, Privacy and Compliance Leader, Oracle Fusion Cloud Applications
    Evelyn de Souza is head of privacy operations for the Oracle Cloud Applications LOB. She is focused on building in privacy versus bolting privacy on after the fact and harmonizing regulations to alleviate audit fatigue. She is a passionate speaker on data privacy who seeks to be an advocate for community banks and non profits in the wake of emerging privacy regulation. She has previously served as the Co-Chair of the Cloud Security Alliance Cloud Controls Matrix and the chair of the Data Governance Group and then more broadly as an advisor to the Cloud Security Alliance. Evelyn was named to CloudNOW's Top 10 Women in Cloud Computing for 2014 and Silicon Business Valley Journal's Woman of Influence in 2015 for her innovations in data security. Evelyn is the co-creator of Cloud Data Protection Cert, the industry's first blueprint for making data protection "business-consumable". When not working, Evelyn is an accomplished classical pianist who enjoys performing in her community.
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Third-Party Risk Briefing And 2023 TPRM Trends

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.
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.
    View full bio
  • Andrew Moyad
    CEO, Shared Assessments
    Andrew is an accomplished leader and trailblazer in third party risk management. As a practitioner and a senior risk management executive, he has driven a culture of accountability and diligence in safeguarding information. Andrew has more than 25 years in risk management and information security. He has contributed greatly to the transformation and advancement of risk management as a strategic function that intersects with and helps guide all aspects of organizations.
    View full bio
  • Colleen Milazzo
    SVP of Third Party Risk 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
  • 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.
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  • Nasser Fattah
    Senior Consultant, Shared Assessments
    Nasser has 20+ years as a Cybersecurity, Supply Chain, and IT leader. With a focus on customer-first and team-building approaches, Fattah is able to align programs to support company strategies, regulatory requirements, and growth initiatives. He drives cybersecurity, supply chain, and IT as enablers for enterprise-wide transformation initiatives. He partners with executives to identify and select strategic external partners to deliver essential IT and cybersecurity services to the business. Nasser worked with global parent companies and subsidiaries to establish technology standards to maximize investments and operations efficacy to best support business needs and growth. Nasser has a strong, consistent record working successfully with Business and IT executives, regulators, auditors, and risk partners. Nasser also teaches cybersecurity at several colleges and is the chair for North America Shared Assessments – an industry best practices for the supply chain.
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