Shared Assessments 18th Annual Third-Party Risk Summit 2025 (USA)

March 26-27th, 2025

The Westin Fort Lauderdale Beach Resort

Third-Party Risk Summit

Join us as we celebrate the 20th Anniversary of Shared Assessments and the 18th Annual Third-Party Risk Summit—the premier global event for advancing third-party risk management across industries. This milestone for our organization and Summit shines a spotlight on cutting-edge processes, emerging technologies, and strategies driving efficiencies throughout the risk universe and beyond.

For two decades, the Shared Assessments Annual Third-Party Risk Summit has been the ultimate gathering of industry thought leaders and risk management experts. This year, we’re raising the bar by exploring future trends, sharing actionable insights, and celebrating 20 years of education, innovation, and excellence.

Attendees will gain unparalleled opportunities to network with peers, benchmark program maturity, and discover how to harness best practices and transformative technologies to elevate their risk management strategies. Don’t miss this special celebration of leadership and innovation in the risk management community, taking us light years into the next galaxy!

This event offers 13 Continuing Professional Education Credits (CPEs) for attending both Day 1 and Day 2.

Interested in Sponsorship Opportunities for Summit?

Pre-Summit Education

Certified Third Party Risk Professional (CTPRP)

Certified Third Party Risk Assessor (CTPRA)

Join us in person for a CTPRP or a CTPRA course hosted on March 25th, 2025, prior to our Third Party Risk USA Summit. These designations from the Shared Assessments Program validate expertise, and provide professional credibility, recognition, and marketability in third-party risk. 

To learn more about the class, the exam, and maintaining your certification, see the FAQs at the bottom of the CTPRP or CTPRA page on our website.

Cost: Members: $1,345 | Non-Members: $1,645

Event Location: The Westin Fort Lauderdale Beach Resort | Fort Lauderdale, FL

Date: March 25th, 2025 | 8:00am – 6:00pm ET

CPEs: Completion of this course will earn 12 CPEs.

Interested in Speaking at Summit?

Hotel

We are back! Join us where the warm waters of the Atlantic meet the sparkling sand, and create lasting risk management memories at The Westin Fort Lauderdale Beach Resort. This hotel is a true oceanfront oasis, designed to enhance your wellbeing. Say yes to the outdoor heated pool and the beach access skywalk!

Luc Levensohn

The Summit is the opportunity to collaborate with peers, learn and energize your TPRM career for the upcoming year. It’s a charging station of positive risk management energy! That’s why I never miss it.

—Luc Levensohn, Manager, Information Risk Management, Staples
Jake Olcott

“Bitsight has been a proud sponsor of the Shared Assessments conference for years. We love the opportunity to connect with third-party risk professionals, discuss new and emerging trends, and share our experiences
in the market.”

— Jake Olcott, Vice President, Bitsight Technologies

Schedule

The schedule is under development and subject to change – be sure to check back for updates:

  • Wednesday, March 26
  • Thursday, March 27
Time
Session
Speakers
Description
7:30am - 8:30am ET
Registration Opens & Breakfast Buffet
8:30am ET
Opening Remarks
Andrew Moyad, CEO, Shared Assessments
Captain’s Log: Charting the Future of TPRM Beyond Our First 20 Years
9:00am ET
Panel: Expanding the Horizons of AI and Emerging Technologies in Risk Management
TBA
9:50am ET
Exhibitor Networking Break
10:20am ET
Panel: Navigating the Regulatory Constellation: Cross Jurisdictional Compliance
11:10am ET
Sponsored Keynote: Preparing for the Quantum Future: Securing Vendor Ecosystems
11:40am
Networking Luncheon Buffet
11:40pm - 1:00pm ET
The Risk Launchpad: Your Hub for Expert Insights and Practical Solutions
Need quick guidance on a pressing third-party risk management challenge? Looking for expert advice in a private, supportive setting? Welcome to The Risk Launchpad, where your toughest questions meet tailored solutions. This drop-in space is designed for attendees who:

•Have a specific TPRM issue to troubleshoot with Subject Matter Experts.
•Seek one-on-one conversations in a more informal setting.
•Want actionable advice to take back to their organization right away.

No appointments or pre-registration required—simply stop by, share your concerns, and engage with experts ready to help you navigate your challenges. From regulatory compliance dilemmas to operational disruptions, our SMEs are here to equip you with insights and strategies for success.

Open during the lunch break.
1:00pm ET
Afternoon Tracks
Our afternoon tracks are designed to provide tailored learning experiences that address the diverse challenges and opportunities within third-party risk management. Whether you're a strategic leader, a hands-on practitioner, or someone navigating the evolving regulatory landscape, these focused sessions offer deep dives into critical topics. Tracks are organized to cater to different perspectives and roles, ensuring that every participant leaves with valuable takeaways to apply within their organization.
1:00pm ET
Afternoon Tracks 1
Thought Leadership Track: To Boldly Automate: Harnessing Automation for Continuous TPRM
TPRM Practitioner Track: Building a Continuous Monitoring Ecosystem: Insights for TPRM Practitioners
1:50pm ET
Transition/Break
2:00pm ET
Afternoon Tracks 2
Thought Leadership Track: Navigating the Dual Horizon: B2B Challenges in TPRM
TPRM Practitioner Track: Non-Traditional Vendors: Rethinking Risk Management for Unique Relationships
2:50pm ET
Transition/Break
3:00pm ET
Afternoon Tracks 3
3:50pm ET
Exhibitor Networking Break
4:20pm ET
Panel: The Legacy of Shared Assessments: 20 Years of Leadership in TPRM
5:10pm ET
Closing Comments
5:30pm ET
Networking Reception
Wednesday, March 26
Time
SESSION
SessionSPEAKERS
SpeakersDESCRIPTION
Description
7:30am - 8:30am ET
SESSION
Registration Opens & Breakfast Buffet 8:30am ET
SESSION
Opening RemarksSPEAKERS
Andrew Moyad, CEO, Shared AssessmentsDESCRIPTION
Captain’s Log: Charting the Future of TPRM Beyond Our First 20 Years
9:00am ET
SESSION
Panel: Expanding the Horizons of AI and Emerging Technologies in Risk Management SPEAKERS
TBA 9:50am ET
SESSION
Exhibitor Networking Break 10:20am ET
SESSION
Panel: Navigating the Regulatory Constellation: Cross Jurisdictional Compliance 11:10am ET
SESSION
Sponsored Keynote: Preparing for the Quantum Future: Securing Vendor Ecosystems 11:40am
SESSION
Networking Luncheon Buffet 11:40pm - 1:00pm ET
SESSION
The Risk Launchpad: Your Hub for Expert Insights and Practical SolutionsDESCRIPTION
Need quick guidance on a pressing third-party risk management challenge? Looking for expert advice in a private, supportive setting? Welcome to The Risk Launchpad, where your toughest questions meet tailored solutions. This drop-in space is designed for attendees who:

•Have a specific TPRM issue to troubleshoot with Subject Matter Experts.
•Seek one-on-one conversations in a more informal setting.
•Want actionable advice to take back to their organization right away.

No appointments or pre-registration required—simply stop by, share your concerns, and engage with experts ready to help you navigate your challenges. From regulatory compliance dilemmas to operational disruptions, our SMEs are here to equip you with insights and strategies for success.

Open during the lunch break.
1:00pm ET
SESSION
Afternoon TracksDESCRIPTION
Our afternoon tracks are designed to provide tailored learning experiences that address the diverse challenges and opportunities within third-party risk management. Whether you're a strategic leader, a hands-on practitioner, or someone navigating the evolving regulatory landscape, these focused sessions offer deep dives into critical topics. Tracks are organized to cater to different perspectives and roles, ensuring that every participant leaves with valuable takeaways to apply within their organization.
1:00pm ET
SESSION
Afternoon Tracks 1DESCRIPTION
Thought Leadership Track: To Boldly Automate: Harnessing Automation for Continuous TPRM
TPRM Practitioner Track: Building a Continuous Monitoring Ecosystem: Insights for TPRM Practitioners
1:50pm ET
SESSION
Transition/Break 2:00pm ET
SESSION
Afternoon Tracks 2DESCRIPTION
Thought Leadership Track: Navigating the Dual Horizon: B2B Challenges in TPRM
TPRM Practitioner Track: Non-Traditional Vendors: Rethinking Risk Management for Unique Relationships
2:50pm ET
SESSION
Transition/Break 3:00pm ET
SESSION
Afternoon Tracks 3 3:50pm ET
SESSION
Exhibitor Networking Break 4:20pm ET
SESSION
Panel: The Legacy of Shared Assessments: 20 Years of Leadership in TPRM 5:10pm ET
SESSION
Closing Comments 5:30pm ET
SESSION
Networking Reception
Thursday, March 27
Time
SESSION
SessionSPEAKERS
SpeakersDESCRIPTION
Description
7:30am ET
SESSION
Registration Opens & Breakfast Buffet 8:45am ET
SESSION
Welcome & Opening RemarksSPEAKERS
Andrew Moyad, CEO, Shared Assessments 9:00am ET
SESSION
Keynote: Geopolitical Risks: Navigating New Frontiers in Global Supply Chains 9:30am ET
SESSION
Panel: Securing the Cloud Frontier: Protecting Third-Party Ecosystems in 2025 10:20am ET
SESSION
Exhibitor Networking Break 10:50am ET
SESSION
Morning Breakout SessionsDESCRIPTION
On the final afternoon of the summit, our four repeating breakout sessions offer an opportunity to transform knowledge into action. These targeted discussions are designed to help participants dive deeper into critical third-party risk management topics while addressing real-world challenges. Whether you're tackling emerging technologies, navigating regulatory complexities, or building resilience, these breakout sessions provide actionable pathways to enhance your third-party risk management practices.
11:50am ET
SESSION
Luncheon Buffet 11:50am-1:00pm ET
SESSION
The Risk Launchpad: Your Hub for Expert Insights and Practical Solutions 1:00pm ET
SESSION
Afternoon Breakout Sessions 2:00pm ET
SESSION
Exhibitor Networking Break 2:30pm ET
SESSION
Panel: The Risk Horizon: Addressing Inherent Challenges in Complex Ecosystems 3:20pm ET
SESSION
Panel/Fireside Chat 4:10pm ET
SESSION
Closing Remarks SPEAKERS
Andrew Moyad, CEO, Shared Assessments
Mark Holladay
“The Shared Assessment Summit is one of the few “I can’t miss” sessions of the year. It provides the latest in innovation, major external factors impacting our industries delivered through expert speakers, and connection to some of the best people in our industry.”
— Mark Holladay, Chief Risk Officer, Synovus Bank

Pricing

SUMMIT + CTPRP or CTPRA CLASS

Members: $3,144 Early Bird | $3,334 Standard

Non-Members: $4,344 Early Bird | $4,644 Standard

SUMMIT ONLY

Members: $1,799 Early Bird | $1,999 Standard

Non-Members: $2,699 Early Bird | $2,999 Standard

CTPRP or CTPRA CLASS ONLY

Members: $1,345

Non-Members: $1,645

Early Bird Pricing ends 12/31/2024

Dan Desko

“Most conferences have good speakers and good agendas. Where the Shared Assessments stands apart is the level of camaraderie and networking. There is truly nothing like this group and this Summit.”

Dan Desko, CEO & Managing Partner, Echelon Risk + Cyber

Julia Perry
“Participating in the Summit opened opportunities to work with professionals and understand the essential work and sharing of expertise is extended by encouragement to participate in forums conducted throughout the year. This was a high-quality experience that pays continuous dividends.”
— Julia Perry, Senior Program Manager, Security and Compliance, Mortech, a Zillow Group Business