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.

Webinar

Unveiling the Hidden Risks in Third-Party Risk Management

This webinar aims to illuminate the often-overlooked risks in third-party risk management (TPRM), highlighted by high-profile incidents like Log4j, SolarWinds, and the more recent XZ-Utils Backdoor.
Speakers:
  • Bob Maley
    Chief Security Officer, Black Kite
    Bob Maley, Inventor, CISO, Author, Futurist, and OODA Loop fanatic, is currently the Chief Security Officer at Black Kite, a technology company that specializes in cybersecurity intelligence gathering and analysis. Before, he was the Global Head of Third Party Security at Paypal and the first Chief Information Security Officer for the Commonwealth of Pennsylvania.
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Building A TPRM Program

Building a strong third-party risk management program is essential for any organization that relies on vendors and suppliers. This webinar will guide you through the entire process, from establishing due diligence best practices to leveraging continuous monitoring strategies to assist your organization in strengthening business resiliency and preparing you to pivot. Learn how to build standards and methodologies to identify, assess, and mitigate risks associated with your third parties. Empower your program to make informed decisions about your partnerships and safeguard your business.
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 a Certified Third-Party Risk Assessor (CTPRA).
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  • Linnea Solem
    CEO, Solem Risk Partners
    Linnea Solem is CEO and Founder of Solem Risk Partners, LLC a management consulting and advisory services company focused on Privacy Program Management, Third Party Risk Management, and Enterprise Risk Management. She is a management consulting executive and former Chief Privacy Officer and Vice President Risk/Compliance for a large diverse technology service provider. She has a cross-functional background with 30+ years of experience working in regulated industries. She has over two decades of experience working with Executive Management and Audit Committee/Board of Director expectations for data privacy, public company controls and service provider relationships.
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Charting the Course: Navigating AI Governance in the Era of Responsible Data Use

Charting the Course: Navigating AI Governance in the Era of Responsible Data Use Embarking on a responsible AI journey is a significant undertaking, and understanding the key drivers necessitating AI Governance is essential for initiating and crafting an effective governance plan. This webinar will illuminate the path to navigating the complex AI landscape by:

  • • Providing an overview of the global laws and frameworks regulating AI
  • • Discussing key trends and challenges associated with embracing responsible AI adoption
  • • A preview into best practices for evaluating third-party blindspots in the age of AI
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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  • Bex Evans
    Senior Product Marketing Manager, AI Governance, OneTrust
    Rebecca (Bex) Evans serves as Senior Product Marketing Manager for Responsible AI at OneTrust, the Trust Intelligence Platform, unlocking every company’s value and potential to thrive by doing what’s good for people and the planet. OneTrust connects privacy, GRC, ethics, and ESG teams, data, and processes, so all companies can collaborate seamlessly and put trust at the center of their operations and culture. In her role, Bex supports the OneTrust Privacy & Data Governance Cloud where she advises companies on how to transform privacy compliance into trusted and ethical data use. Bex earned a bachelor’s in economics with a minor in Theatre at SUNY Binghamton and holds CIPP/E, CIPPM, and Trauma Informed Yoga certifications.
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Navigating the Impact of DORA: What US Companies should know about the new EU DORA Regulation

The Digital Operational Resilience Act (DORA) affects US-based organizations that provide financial services in the EU or offer third-party services to EU financial services companies. This session aims to provide an understanding of DORA, including its compliance expectations, and offers practical guidance on how US firms can prepare for DORA.

Learning Objectives:

  • • Gain awareness of DORA and how it fits into the EU operational resilience framework
  • • Understand what impacts DORA will have on the 5 core service areas
  • • Gain context and background to make informed decisions on planning for DORA compliance
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.
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  • Joe Long
    Director, Business and Operational Resilience, MorganFranklin Consulting, Cybersecurity
    As a director in MorganFranklin Cyber’s Operational Resilience practice, Joe brings nearly 30 years of industry and management consulting experience where he has led numerous organizations through the process of planning, developing, and embedding risk management programs. With a focus on the integration of risk disciplines, Joe specializes in business continuity, operational risk management and crisis management. Most recently, Joe led the development and implementation of an Operational Risk and Resilience Program for a US-based, Global Asset Management firm. As a new program within the organization, the project focused on the development of an operational risk governance structure, risk assessment framework, policies, and procedures. Joe also leveraged existing business continuity plans to develop, organize, and facilitate a global tabletop exercise for the Macro and Equities Trading functions spanning the firm’s Chicago, New York, and London offices. Prior to joining MorganFranklin, Joe served as the Global Director of Business Continuity and Crisis Management for a large, multinational organization, where he successfully led the development and implementation of an Enterprise-wide Operational Resilience Program across the US, Middle East, Europe, South America, and Asia. Joe earned a Bachelor of Science in Accounting from the University of South Carolina and a MBA from the University of Miami. He is a Certified Business Continuity Professional (CBCP), and holds an Associate in Risk Management (ARM) designation from the Insurance Institute of America (IIA).
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  • Robert Jonson
    Senior Manager | Cyber Resilience & Recovery, MorganFranklin Consulting
    Robert is a Senior Manager in Morgan Franklin's cybersecurity practice where he assists his clients in enhancing their resilience posture across all key operational resilience domains. With over 20 years of experience, Robert specializes in designing and implementing effective solutions to mitigate business disruptions, ensuring continuance of operational continuity for his clients.
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4th & Nth Parties

Evaluating appropriate ways to conduct risk assessments beyond your 3rd parties, by understanding your added exposures to 4th and Nth parties. Join us to uncover actionable insights for prioritizing critical suppliers and their subcontractors, mitigating potential disruptions, and adopting a pragmatic, risk-based approach to TPRM for your 4th and Nth parties. Gain clarity on where to focus your efforts amidst the vast network of dependencies, ensuring resilience in the face of evolving threats.
Speakers:
  • Rhonda Cook
    Senior Advisor, Shared Assessments
  • Chad Freese
    Lead Information Security Advisor, USAA
    Chad Freese is a distinguished Information Security Professional with over 20 years of experience, excelling as a Lead Information Security Advisor at USAA. In this role, he skillfully manages cloud security risk reviews and leads the development and integration of innovative risk assessment, security, and automation tools. His past achievements include several leadership roles on the Third-Party Cyber Risk Assessments team at USAA and serving as a Principal Cybersecurity Architect at Honeywell Aerospace, where he developed critical security architectures for the aviation industry and NASA.
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  • Chelsea Stevenson
    Information Security Advisor I, USAA
    Chelsea Stevenson is a seasoned Information Security Professional with over 10 years of dedicated experience, currently making her mark as an expert in third-party risk management and due diligence. Her role encompasses the critical evaluation of partnership risks and the formulation of strategic due diligence processes, ensuring the utmost security in business collaborations. Chelsea's career has been highlighted by her innovative approach to risk management, where she has successfully implemented comprehensive risk assessment frameworks that significantly bolster organizational resilience. Before her current focus, Chelsea played pivotal roles in enhancing information security postures within various sectors, contributing her expertise to establish robust security infrastructures and policies. Her academic background includes an MBA and a Bachelor’s degree in cybersecurity, along with certifications such as CISSP, underscoring her commitment to professional development and excellence in the field of information security. Beyond her professional achievements, Chelsea is an active participant in the Shared Assessments community, where she currently holds a CTPRP.
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The Biggest Third-Party Risk Management Challenges You NEVER Have to Face Again

We’ve all got our pet peeves when it comes to third-party risk management, and they’re not just annoying—they’re getting in the way of better, safer business outcomes. In this session, you’ll learn how to make these irritants a thing of the past. We’ll share how to build the alignment your program needs, target true risk with opportunities to automate, and get ROI from your TPRM.
Speakers:
  • John Finizio
    VP, Security, Risk & Compliance, Whistic
    John, a seasoned professional with 20 years of experience in Security, Audit, Third Party Risk, and Product, serves as VP, Security, Risk and Compliance at Whistic. In this role, he safeguards Whistic's assets, data, and systems from cybersecurity threats and works to improve the risk and compliance posture at Whistic. As a dedicated thought leader, John contributes to shaping the future of Third Party Risk Management (TPRM) and is currently serving a second term on the Shared Assessments US Steering Committee, bringing a wealth of expertise.
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  • Elizabeth Dunsmoor
    TPRM Principal, Shared Assessments
    Elizabeth joined Shared Assessments in May 2023 as a TPRM SME 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. Outside the office, Elizabeth takes full advantage of the beaches and outdoor activities enjoyed by so many Floridians.
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Webinar – Third-Party Risk Management: It’s Time to Change How You Approach Vendor Assessments

Traditional vendor assessments are slow, incomplete, and overwhelmed by growing vendor numbers. Forward-thinking TPRM teams are changing the way they approach vendor assessments and revolutionizing the process with new ways of thinking and utilizing game-changing technologies. This session will explore ways to build a data-driven TPRM program, save resources, and elevate the perceptions of TPRM within your company.
Speakers:
  • Ed Thomas
    Senior Vice President of Marketing & Sales Operations, ProcessUnity
    Ed Thomas is a Senior Vice President at ProcessUnity, with an extensive background in Third-Party Risk Management. A seasoned expert in the field, Ed has years of experience guiding organizations on their journey to establish efficient and effective risk management programs. Combining his deep industry knowledge with practical insights, Ed aims to assist organizations in realizing the full potential of their TPRM programs.
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  • Elizabeth Dunsmoor
    TPRM Principal, Shared Assessments
    Elizabeth recently joined Shared Assessments as a TPRM SME 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. Outside the office, Elizabeth takes full advantage of the beaches and outdoor activities enjoyed by so many Floridians.
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Webinar – Product Release 2024

This session will feature an overview of the 2024 Shared Assessments Product Family 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).
Speakers:
  • Colleen Milazzo
    SVP, TPR Software Products, Shared Assessments
  • Mike Baker
    Software Developer, Shared Assessments
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Unifying Your Response to Interagency Guidance: A Cross-Domain, Cross-Department Approach

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.
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  • 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.
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  • 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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Operationalizing Geopolitical Risk Analysis for Effective Enterprise Decision Making

In today's interconnected world, geopolitical risk can have a significant impact on businesses of all sizes. This webinar will explore how to operationalize geopolitical risk analysis to make better decisions for your organization. Participants will learn how to:
  • • Define "geopolitics" in the context of risk management
  • • Adapt your approach to geopolitical risk by building the necessary frameworks
  • • Explore the processes, tools, and technology for decision making in a new era of uncertainty
Speakers:
  • 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. He has managed global staffs and corresponding budgets in multiple locations and delivered cost efficient and operationally effective programs ensuring compliance with local and global regulatory requirements. Through interaction with Business Units, Internal Audit and regulatory agencies, John resolved MRIAs, MRAs and Findings, on time and without penalty John is a member of the Shared Assessments US and UK Steering Committees and Co-Chair of the Financial Industry Vertical Strategy Group.
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  • Victor Meyer
    Chief Strategy Officer, Supply Wisdom
    Victor Meyer is the Chief Strategy Officer and Head of EMEA for risk intelligence firm Supply Wisdom. He was formerly Group Head of Operational Risk Management and Strategic Intelligence at Deutsche Bank. Prior to joining Deutsche Bank, Victor was a U.S. Navy SEAL and was awarded the Bronze Star with Combat “V.” 

Victor holds a BA in Physics from the US Naval Academy, studied National Security Affairs at the U.S. Naval War College and holds a joint Masters in Business Administration degree from New York University’s Stern School of Business, HEC School of Management in Paris and the London School of Economics and Political Science, where he was formerly guest lecturer on financial crime. He is a former Vice-Chairman of the World Economic Forum's Global Agenda Councils for Pandemic, and Catastrophic Risk.
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