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

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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Education Open House: Charting Your Course In Risk Management

Our Education Open House is a great opportunity to learn about trainings, certifications, and career paths in Third-Party Risk Management. Whether you are at the start of your TPRM career or are a seasoned professional, we will expand your awareness of educational and professional possibilities in risk management. Come with curiosity, leave with a clearer career path forward! In this session, we will:
  • Cover new content within our certifications
  • Identify who benefits from our trainings and certifications
  • Articulate career paths in TPRM
  • Introduce you to our NEW Job Board

    (Please note this session is intended for those seeking to learn more about Shared Assessments' offerings - no CPEs offered).
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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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    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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    April Product Forum Call – VRMMM

    Join us for our upcoming Product Forum webinar where we'll delve deep into our VRMMM (Vendor Risk Management Maturity Model) product. Designed to assess third-party risk programs against industry benchmarks, the VRMMM includes the Third-Party Risk Management Benchmark Study, offering comprehensive insights. Discover how VRMMM empowers organizations to self-assess their Third-Party Risk Management Program, develop a roadmap for improvement, and quantify investments, both internally and externally. Don't miss this opportunity to gain valuable insights into enhancing your risk management practices.
    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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    • 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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    • Michael Walton
      Compliance Analyst, Shared Assessments
    • Mike Baker
      Software Developer, Shared Assessments
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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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    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.
      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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    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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