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.

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All On-demand Events

Webinar

Simplify Reporting Against the 5 Most Impactful Third-Party Risk Management Regulations

This session explores how to simplify meeting reporting obligations for the most impactful third-party risk management regulations and requirements including GDPR, CCPA, HIPAA, and SOX. The right risk strategies empower organizations with frameworks to manage risk appropriately. Panelists will examine the complexities of third-party risk reporting and provide insight into practical tools and techniques (such as the Shared Assessments SIG) to improve reporting processes and outcomes.
Speakers:
  • Alastair Parr
    Senior Vice President, Global Products & Risk, Prevalent
    Alastair Parr is responsible for ensuring that the demands of the market space are considered and applied innovatively within the Prevalent portfolio. He comes from a governance, risk and compliance background; developing and driving solutions to the ever-complex risk management space. He brings over 12 years of experience in product management, consultancy, and operations deliverables.
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  • Ron Parham
    Vice President of Risk Regulations & Compliance, Shared Assessments
    Ronald Parham is the Vice President of Risk Regulations & Compliance at Shared Assessments where he manages regulatory mapping where he provides members with materials to assist them and their third-party partners in navigating the risk and regulatory landscape.
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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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Webinar

5 Best Practices for Streamlining Your Third-Party Risk Management Workflows

Time is a valuable resource, especially when trying to manage a third-party risk program at scale. With countless third parties to manage, hundreds of assessments to send, and even more risks to analyze, how do you keep up?

Streamlined workflows throughout the third-party risk management (TPRM) lifecycle, from onboarding to offboarding, can create a sense of order and accountability. This session will explore best practices relating to:

  • • Workflow development and accounting for abnormal situations ​
  • • Defining stakeholder roles and ensuring accountability ​
  • • Methods for improving collaboration and communication ​
  • • Metrics to track to identify workflow bottlenecks
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.
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  • 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.
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Webinar

Journey to Standardization

Shared Assessments will provide guidance to program managers and risk professionals for optimizing the efficiency and maturation of strategic supplier management programs. Examining how standards and regulations can align, we will cover how to drive the integrated acceptance of standard risk frameworks and diligence practices. This session will illuminate how to establish a common set of third-party diligence and management frameworks with a focus on Cyber, ESG, and Privacy Standards.
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.
    View full bio
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Member Forums

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.
    View full bio
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Webinar

Debunking Vendor Cybersecurity Myths

From speculating that vendors have terrifying security posture to guessing that vendors have water-tight security practices, organizations make assumptions around cybersecurity too often. What does the cybersecurity standing between business and their vendors actually look like? In a new study, RiskRecon by Mastercard and Cyentia Institute examine security assessments across more than 50,000 B2B relationships. Through this data, this session will illustrate:
  • • The likelihood of your firm or a firm you are working being involved in a breach event
  • • How firms can be exposed to a variety of new security risks via third parties
  • • The impact of poor assessment practices on your cybersecurity standing
Speakers:
  • David F. Severski
    Senior Security Data Scientist, Cyentia
    David F. Severski is an information security data scientist, specializing in quantified risk management. He has provided risk management expertise across diverse industries—retail, aerospace, finance, energy, and healthcare. Severski brings both broad and deep expertise in a number of technical areas with a special focus on cloud technologies and DevOps practices. He strives to combine rigorous methods, technical expertise, and a human-centered approach to advance the state of evidence-based information security risk management.
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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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Webinar

ESG SIG Product Launch Webinar

In this session, we will show the ESG SIG product alongside a discussion of use cases, key features and benefits. We will touch on the regulations, standards and frameworks mapped to by the ESG SIG and learn how this solution was made.
Speakers:
  • 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
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Webinar

Top 5 Tips to Scale Your Third-Party Security Risk Program

The “cloud-first” strategy at many companies today translates into an ever-increasing number of third-parties, and even greater number of risks. While cybersecurity technology is better than ever, in a world where so much of every business operation is outsourced, your third-parties’ attack surface is your attack surface -- and your existing cyber stack may not help you. This webinar will explore the top 5 tips to effectively scale a third-party cyber risk management program in order to manage the mounting number of third-parties
Speakers:
  • 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
  • Dov Goldman
    Director of Risk and Compliance, Panorays
    Dov has years of experience in the third-party risk and compliance field, as well as a long history as a serial entrepreneur, software and network engineer. Dov focuses on the evolving best practices and industry standards in third-party management and regulatory compliance. Previously, Dov was VP of innovation at Opus, director of product marketing at Navigant, and founder and CEO of Cognet Corp and Dynalog Technologies. Dov has spoken at industry events around the world and has been quoted in numerous industry press articles, as well as The Wall Street Journal, about information security and privacy.
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Member Forums

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.
    View full bio
Become a Member to Watch

Webinar

Diverging Paths in ESG Regulation?

We’ll discuss:

  • • Why ESG matters to third party (and Nth party) risk management
  • • EU and German Supply Chain Due Diligence Regulations (environment and human rights) and what sets them apart from other ESG regulations
  • • Newly approved EU Corporate Sustainability Reporting Regulation and SEC Climate Reporting proposal
  • • ESG and the U.S. 2024 election’s impact on regulations
  • • ESG Standards consolidation – ISSB
  • • Proposed New York State Department of Financial Service Guidance for New York State Regulated Banking and Mortgage Institutions Relating to Management of Material Financial Risks from Climate Change and existing Insurance industry guidance
  • • Bank of England observations on climate related risks

And more!

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.
    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
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