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.

All On-demand Events

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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February Product Forum Call – TPSIRR

The Shared Assessments Inherent Risk Rating Solution – Understand the inherent amount and types of risk posed by prospective third-party engagements.
Speakers:
  • Colleen Milazzo
    SVP, TPR Software Products, Shared Assessments
  • Mike Baker
    Software Developer, Shared Assessments
  • Michael Walton
    Compliance Analyst, Shared Assessments
  • Andrew D'Angelo
    Director, Protiviti, Inc.
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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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    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.
      View full bio
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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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    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.
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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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    • 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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    • 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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    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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    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.
      View full bio
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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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    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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