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Member Forums

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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    Webinar

    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.
      View full bio
    • 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.
      View full bio
    • 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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    Member Forums

    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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    Webinar

    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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    Webinar

    Webinar – Utilizing Inherent Risk for More Efficient Third-Party Management

    To build an efficient third-party risk management (TPRM) program, its critical to prioritize which vendors and suppliers present the most risk, as well as which ones are essential to your operations. By understanding where to prioritize your time, you can onboard key vendors faster, spend the right amount time performing due diligence, and invest the most resources assessing and monitoring the third parties that matter most. In this webinar, you’ll learn:
    • • Ways to determine inherent risk and how it provides value
    • • Determine the type, depth, and level of validation for vendor assessments
    • • Tier your third parties by criticality
    • • Streamline and scale your TPRM program
    Speakers:
    • Shea Hanson
      Strategic Solutions Engineer. GRCP, CTPRP, OneTrust
      Shea Hanson serves as a Strategic Solutions Engineer 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, Shea supports the OneTrust GRC & Security Cloud where she advises companies on how to analyze risk, scale compliance, and reinforce governance to uphold trusted business operations. Shea is a certified GRC professional (GRCP) designated by OCEG as well as a certified Third-Party Risk Professional (CTPRP) by Shared Assessments.
      View full bio
    • Colleen Milazzo
      Senior 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
    • 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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    Member Forums

    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.
      View full bio
    • 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.
      View full bio
    • 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.
      View full bio
    • 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
      View full bio
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    Webinar

    Webinar – Key Metrics to Measure and Communicate Third-Party Risk

    With the unprecedented growth of vendor data breaches and supply chain disruptions, organizational leaders want greater visibility into their third-party ecosystems. Few security and risk professionals know how to effectively communicate third-party risk – often relying on complex, technical, and point-in-time dashboards that can be confusing for board members. This session will examine how to measure and communicate the key TPRM KPIs and KRIs.

    This webinar will:

    • • Examine four metrics categories: Risk, Threat, Compliance & Coverage
    • • Define the Key Performance & Key Risk Indicators for each category
    • • Explain which metrics you should share with stakeholders and why
    Speakers:
    • Joe Toley
      Compliance Expert & Project Director, Prevalent
      Joe Toley is responsible for ensuring that the demands of the marketspace are considered and applied innovatively within the Prevalent portfolio. He comes from a compliance and IT security background, and with more that 12 years of experience and expertise.
      View full bio
    • Elizabeth Dunsmoor
      TPRM Prinicipal, 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
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    Webinar

    Webinar – Annual Audit Plan: Incorporating TPRM and Enhancing Efficiency and Oversight

    As the focus on third-party risks continues to intensify, pressure on internal audit to provide insights into TRPM programs is also increasing. The good news is that third-party risk management tools continue to evolve to make programs more efficient while also enhancing the ability to monitor vendors on an ongoing basis. This session will explore TRPM technologies and ways internal audit departments can provide insights on the performance of a TPRM program.

    In this session we will:

    • • Demonstrate uses of technology and automation in the execution of a TPRM program.
    • • Learn how to plan for a TPRM audit
    • • Describe ways to test the effectiveness of the program
    Speakers:
    • Amy Feldman
      Director, Security and Privacy Risk Consulting, RSM
      Amy currently serves as a director in RSM’s independent security controls practice, focusing on third-party risk management services. With over 10 years of experience consulting in security, privacy, and risk management services across a variety of industries, Amy focuses on helping her clients build, implement, and assess their third-party risk management programs aligning to industry best practices as defined by Shared Assessments, the Third Party Risk Association, and a variety of governance frameworks and compliance requirements. Prior to following her passion in third-party risk management, Amy oversaw the project management office (PMO) for security and privacy risk consulting where she was responsible for the centralized and coordinated management of consulting processes and delivery of engagements within the security and privacy risk consulting practice.
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    • Oliver Snavely
      Private Equity Lead, Risk Consulting, RSM
      Oliver provides risk advisory, process improvement, internal audit, and third-party risk management services. His experience has crossed a number of industries including technology, telecommunications, media, real estate, and life science. Additionally, Oliver has provided audit and consulting services to private equity fund portfolio companies across industries and focuses on key areas that drive value creation such as process optimization and risk mitigation. Oliver is a private equity and third-party risk management leader within the firm’s Risk Consulting practice.
      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
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    Member Forums

    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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    Webinar

    Webinar – Beyond the Questionnaire: Tips to Modernize Your TPRM Program

    Third-Party Risk Management programs must manage a delicate balance between keeping up with new threats, navigating the evolving regulatory landscape, introducing new technologies, and always trying to do more with less. Join TPRM experts for a discussion on how forward-thinking TPRM teams are managing this balance by incorporating new relationships, technologies and techniques to mature their risk-reduction capabilities. Attend this session for trends, tips and techniques to help you:
    • • Build a strong partnership between procurement and information security to maximize both internal and external risk reduction
    • • Connect your internal controls to those of your vendors for a true assessment of your organization’s preparedness
    • • Leverage expert content, enterprise data and industry subject-matter expertise to reduce workloads, streamline assessments and confirm results are acceptable
    • • Employ artificial risk intelligence to significantly reduce the most time-intensive assessment activities
    Speakers:
    • Ed Thomas
      Senior Vice President, ProcessUnity
      Ed Thomas leads ProcessUnity’s marketing team and is responsible for the company’s awareness, demand generation and thought-leadership programs. In his marketing and sales operations roles at ProcessUnity, Cura Software Solutions and OpenPages (now IBM), Ed has helped hundreds of organizations streamline their risk and compliance programs using next-generation automation tools.
      View full bio
    • Colleen Milazzo
      Senior 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
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