THIRD-PARTY RISK SUMMIT

March 20-21, 2024 | The Westin Fort Lauderdale Beach Resort

Third-Party Risk Management Summit

The Shared Assessments Third-Party Risk Summit is the premier global, multi-industry event to shed light on processes, technologies, and efficiencies in third-party risk management. The Shared Assessments Annual Summit brings together leading experts in risk management to identify trends and share best practices.

All attendees will have the opportunity to network with peers, benchmark and improve the maturity of their programs, and learn to leverage best practices and new technologies.

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

Interested in Sponsorship Opportunities for Summit?

Interested in Speaking at Summit?

Hotel

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:

  • Pre-Conference: March 19th, 2024
  • Day 1: March 20, 2024
  • Day 2: March 21, 2024
Time
Session
Instructor
Room
8:00am-6:00pm ET
Certified Third Party Risk Professional (CTPRP) In-Person Course
Elizabeth Dunsmoor, TPRM Principal, Shared Assessments
Atlantic Ballroom I
8:00am-6:00pm ET
Certified Third Party Risk Assessor (CTPRA) In-Person Course
Nasser Fattah, Senior Advisor, Shared Assessments
Atlantic Ballroom III
12:00pm-3:00pm ET

Lunch will be served.
Shared Assessments; Into the Future Products Design Session

Description: The Shared Assessments Product Design Session serves to gather member’s feedback and provide a platform to discuss any challenges, gaps, and enhancements while using the Shared Assessments product suite. This session will also explore adding new products that will help member organization's third-party risk program.
Colleen Milazzo, SVP TPRM Software Products, Shared Assessments
Atlantic Ballroom IV
2:00pm-4:30pm ET
Advisory Board/Steering Committee Meeting
Bonnet Room
5:30-6:30ppm ET
Welcome Reception
Sky Terrace
Pre-Conference: March 19th, 2024
Time
SESSION
SessionSPEAKERS
InstructorDESCRIPTION
Room
8:00am-6:00pm ET
SESSION
Certified Third Party Risk Professional (CTPRP) In-Person CourseSPEAKERS
Elizabeth Dunsmoor, TPRM Principal, Shared AssessmentsDESCRIPTION
Atlantic Ballroom I
8:00am-6:00pm ET
SESSION
Certified Third Party Risk Assessor (CTPRA) In-Person CourseSPEAKERS
Nasser Fattah, Senior Advisor, Shared AssessmentsDESCRIPTION
Atlantic Ballroom III
12:00pm-3:00pm ET

Lunch will be served.

SESSION
Shared Assessments; Into the Future Products Design Session

Description: The Shared Assessments Product Design Session serves to gather member’s feedback and provide a platform to discuss any challenges, gaps, and enhancements while using the Shared Assessments product suite. This session will also explore adding new products that will help member organization's third-party risk program. SPEAKERS
Colleen Milazzo, SVP TPRM Software Products, Shared AssessmentsDESCRIPTION
Atlantic Ballroom IV
2:00pm-4:30pm ET
SESSION
Advisory Board/Steering Committee MeetingDESCRIPTION
Bonnet Room
5:30-6:30ppm ET
SESSION
Welcome ReceptionDESCRIPTION
Sky Terrace
Day 1: March 20, 2024
3/20/2024 7:30am ET
SESSION
Registration OpensDESCRIPTION
Las Olas Foyer
3/20/2024 7:30am-8:30am ET
SESSION
Breakfast BuffetDESCRIPTION
Las Olas Foyer
3/20/2024 8:30am ET
SESSION
Welcome & Opening RemarksDESCRIPTION
Las Olas Ballroom
3/20/2024 8:45am ET
SESSION
Presentation of Founders AwardDESCRIPTION
Las Olas Ballroom
3/20/2024 9:00am ET
SESSION
Keynote Panel: 3 CIA Officers discuss Geopolitical Upheavals and How it Affects Your Business SPEAKERS
Valerie Plame, Former Covert CIA Ops Officer, President, FairGame, LLC

Doug London, National Security Advisor, Writer, Educator, and Speaker, Delphi Consultants, LLC

The Honorable Mary Beth Long, Distinguished Fellow, The Wilson CenterDESCRIPTION
Las Olas Ballroom
3/20/2024 9:45am ET
SESSION
Panel 1: Velocity of Change, How to Manage Third-Party Risk In a Time of Great Change

SPEAKERS
Jennifer Pedersen, Senior Technical Advisor, National Risk Management Center

Valerie Plame, Former Covert CIA Ops Officer, President, FairGame, LLC

Dr. Josh Harguess, AI Security Chief, Cranium AI

Kelly White, CEO, RiskRecon

Moderator: Paul Kooney, Managing Director, Protiviti DESCRIPTION
Las Olas Ballroom
3/20/2024 10:30am ET
SESSION
Exhibitor Networking BreakDESCRIPTION
Las Olas Foyer
3/20/2024 11:00am ET
SESSION
Panel 2: AI & Other Emerging TechnologiesSPEAKERS
Saira Jesani, Deputy Executive Director, Data & Trust Alliance

Troy Leach, CSO, Cloud Security Alliance

Konstantinos Karagiannis, Director of Quantum Computing Services, Protiviti

Moderator: Susan King, Dean Emeritus, UNC Hussman School of Journalism & MediaDESCRIPTION
Las Olas Ballroom
3/20/2024 11:45am ET
SESSION
Keynote Sponsor Presentation: ProcessUnity

Best Practices for Emerging Threat Response: Zero-Day Vulnerability Attacks & Emergency SPEAKERS
Ed Thomas, Senior Vice President, ProcessUnityDESCRIPTION
Las Olas Ballroom
3/20/2024 12:15pm ET
SESSION
Networking LunchDESCRIPTION
Las Olas Ballroom
3/20/2024 1:15pm ET
SESSION
Track A Practitioner Track, Panel: Inherent Risk & Assessment Cadence SPEAKERS
Jennifer Hancock, Senior Advisor, Shared Assessments

Brendan Novotny, Director of Third Party & Operational Risk Management, SEI Investments

Bob Maley, Chief Security Officer, Black Kite

Moderator: Colleen Milazzo, Senior Vice President, TPRM Software Products, Shared AssessmentsDESCRIPTION
Las Olas Ballroom
3/20/2024 1:15pm ET
SESSION
Track B: Thought Leadership, Panel: The CRO & CISO - Risk and Security Working TogetherSPEAKERS
Diana Kelley, CISO, Protect AI

Jen Duest, VP and Sr. Officer - Global Third Party Risk, Business Resilience & Corporate Insurance


Gatha Sadhir, Global CISO Advisor, Carnival Corporation & Plc.

John Carlson, Vice President, Cybersecurity Regulation and Resilience, American Banker Association

Moderator: Rhonda Cook, Senior Advisor, Shared AssessmentsDESCRIPTION
Atlantic Ballroom
3/20/2024 2:00pm-2:10pm ET
SESSION
Track A Sponsor Showcase/Brief Break

Track B Sponsor Showcase/Brief Break3/20/2024 2:10pm ET
SESSION
Track A Practitioner Track, Panel: Leveraging TPRM Frameworks for Your Program

SPEAKERS
Linnea Solem, CEO, Solem Risk Partners, LLC

Emily Irving, Director, Global Head, RQA Third Party Risk, BlackRock

Troy Leach, CSO, Cloud Security Alliance

Moderator: Elizabeth Dunsmoor, TPRM Principal, Shared AssessmentsDESCRIPTION
Las Olas Ballroom
3/20/2024 2:10pm ET
SESSION
Track B Thought Leadership, Panel: AI Policies, Best PracticesSPEAKERS
Diana Kelley, CISO, Protect AI

Sam Abadir, VP Solultions, Krista

Ed Thomas, Senior Vice President, ProcessUnity

Rohan Ranadive, Managing Director, R Square Advisory Services (ex. U.S. Bank and Truist Head of TPRM)

Moderator: Chris Johnson, Senior Advisor, Shared AssessmentsDESCRIPTION
Atlantic Ballroom
3/20/2024 2:55pm-3:05pm ET
SESSION
Track A Sponsor Showcase/Brief Break

Track B Sponsor Showcase/Brief Break3/20/2024 3:05pm ET
SESSION
Track A Practitioner Track, Panel: 4th & Nth PartiesSPEAKERS
Julie Gaiaschi, CEO & Co-Founder, Third Party Risk Association

Chad Freese, Lead Information Security Advisor, USAA

Michelle Clement, VP, Director of Third Party Risk, United Community

Nathan Struss, Third Party Security Manager, Coinbase

Moderator: Andrew Moyad, CEO, Shared AssessmentsDESCRIPTION
Las Olas Ballroom
3/20/2024 3:05pm ET
SESSION
Track B Thought Leadership, Panel: Cloud Security

*Closed to Media*SPEAKERS
Norine Richards, Director Bank Information Technology Policy, OCC

John Yeoh, Global Vice President of Research, Cloud Security Alliance

David Nickles, Principal FSI Audit Specialist, Amazon Web Services

Moderator: Nasser Fattah, Senior Advisor, Shared AssessmentsDESCRIPTION
Atlantic Ballroom
3/20/2024 3:50pm ET
SESSION
Exhibitor Networking Break/Transition Back to Main BallroomDESCRIPTION
Las Olas Foyer
3/20/2024 4:20pm
SESSION
SA Session: Building a Safe Harbor: Combining Products & Education to Mitigate Third Party RiskSPEAKERS
Colleen Milazzo, Senior Vice President, TPRM Software Products, Shared Assessments

Elizabeth Dunsmoor, TPRM Principal, Shared AssessmentsDESCRIPTION
Las Olas Ballroom
3/20/2024 4:50pm ET
SESSION
Sneak Peak: SA Marketplace PreviewSPEAKERS
Andrew Moyad, CEO, Shared Assessments

John Finizio, VP, Security, Risk, & Compliance, WhisticDESCRIPTION
Las Olas Ballroom
3/20/2024 5:15pm ET
SESSION
Closing Sponsor Remarks: Diving Into Effective Third-Party Risk TogetherSPEAKERS
VISOTRUST Sponsor RemarksDESCRIPTION
Las Olas Ballroom
3/20/2024 5:30pm ET
SESSION
Networking Reception Sponsored by VISOTRUSTDESCRIPTION
Las Olas Foyer
Day 2: March 21, 2024
3/21/2024 7:30am-8:30am ET
SESSION
Breakfast Buffet

DESCRIPTION
Las Olas Foyer
3/21/2024 8:30am ET
SESSION
Second Day SA Opening RemarksDESCRIPTION
Las Olas Ballroom
3/21/2024 8:40am ET
SESSION
Bitsight Sponsored RemarksSPEAKERS
Henry Myllymaa, Manager, Advisory Services, BitSightDESCRIPTION
Las Olas Ballroom
3/21/2024 9:00am ET
SESSION
Keynote Speaker: Navigating Complexity: Strategies for Collaborative Risk ManagementSPEAKERS
Jennifer Pedersen, Senior Technical Advisor, CISADESCRIPTION
Las Olas Ballroom
3/21/2024 9:30am ET
SESSION
Presentation of the Lifetime Achievement Awards3/21/2024 9:45am ET
SESSION
Fireside Chat: The Evolving Risk Landscape: Past, Present, FutureSPEAKERS
Gary Roboff, Charlie Miller, Bob Jones Senior Advisors, Shared Assessments

Moderator: Cathy Allen, Founder & Chair of the Board, Shared AssessmentsDESCRIPTION
Las Olas Ballroom
3/21/2024 10:15-10:45am ET
SESSION
Exhibitor Networking Break/Transition Back To Ballroom

DESCRIPTION
Las Olas Foyer
3/21/2024 10:45am ET
SESSION
Breakout Sessions 1

SPEAKERS
1. KPMG - Third-Party Security in the Year 2030 - Mitushi Pitti & Andrew Moyad

2. Black Kite - Harnessing Entropy: Innovating Third-Party Risk Management in the Age of Disruption - Bob Maley & Gary Roboff

3. OneTrust - Staying vigilant: Practical Approaches for Ongoing Third-Party Risk Monitoring - Matt Moog & Colleen Milazzo

4. Interos - See the Unseen: Navigating Hidden Vendor Risk in a Turbulent Environment - Christian Fernandez & Chris JohnsonDESCRIPTION
Atlantic Ballroom I-II

Atlantic Ballroom III

Atlantic Ballroom IV

Atlantic Ballroom V-VI
3/21/2024 11:45am ET
SESSION
Transition Between Breakouts3/21/2024 11:55am ET
SESSION
Breakout Sessions 2

SPEAKERS
1. KPMG - Third-Party Security in the Year 2030 - Mitushi Pitti & Andrew Moyad

2. Black Kite - Harnessing Entropy: Innovating Third-Party Risk Management in the Age of Disruption - Bob Maley & Gary Roboff

3. OneTrust - Staying vigilant: Practical Approaches for Ongoing Third-Party Risk Monitoring - Matt Moog & Colleen Milazzo

4. Interos - See the Unseen: Navigating Hidden Vendor Risk in a Turbulent Environment - Christian Fernandez & Chris JohnsonDESCRIPTION
Atlantic Ballroom I-II

Atlantic Ballroom III

Atlantic Ballroom IV

Atlantic Ballroom V-VI
3/21/2024 12:55pm ET
SESSION
Luncheon Buffet and Exhibitor Networking Break

DESCRIPTION
Las Olas Ballroom
3/21/2024 2:00pm ET
SESSION
Keynote Sponsor Presentation: Anchoring on Trust: Moving from point-in-time to real-time risk management SPEAKERS
Chris Paterson, Director of Strategy, GRC & Third-Party Risk, OneTrustDESCRIPTION
Las Olas Ballroom
3/21/2024 2:30pm ET
SESSION
Panel 4: Regulatory

*Closed to Media*SPEAKERS
Tamara Culler, Director for Governance and Operational Risk Policy, OCC

Richard Snitzer, Examination Specialist, FDIC

John Carlson, Vice President, Cybersecurity Regulation and Resilience, American Banker Association

Moderator: Gary Roboff, Senior Advisor, Shared AssessmentsDESCRIPTION
Las Olas Ballroom
3/21/2024 3:15-3:45pm ET
SESSION
Exhibitor Networking Break DESCRIPTION
Las Olas Foyer
3/21/2024 3:45pm ET
SESSION
Fireside Chat: Security of AI, from AI, by AISPEAKERS
Richard Clarke, Chairman and CEO, Good Harbor Interviewed by Valerie Plame, Former Covert CIA Ops Officer, President, FairGame, LLCDESCRIPTION
Las Olas Ballroom
3/21/2024 4:15pm ET
SESSION
The Transformation of Risk ManagementSPEAKERS
Andrew Moyad, CEO, Shared Assessments

Dave O'Connor, Director, Information Security GRC, Iron Mountain

Jennifer Duest, VP and Sr. Officer - Global Third Party Risk, Business Resilience & Corporate Insurance3/21/2024 5:00pm ET
SESSION
Closing Remarks

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

IN-PERSON

Members: $1,980 

Non-Members: $2,860

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

Speakers

Bob Maley

Chief Security Officer, Black Kite

Diana Kelley

Chief Information Security Officer, Protect AI

Douglas London

National Security Advisor, Writer, Educator and Speaker , Delphi Consultants, LLC

Emily Irving

Global Head, Director Third Party Risk Management , BlackRock

Ed Thomas

Senior Vice President of Marketing and Sales Operations, ProcessUnity

Norine A. Richards

Director Bank Information Technology Policy, Office of the Comptroller of the Currency

Richard Snitzer

Examination Specialist (IT), Federal Deposit Insurance Corporation

Valerie Plame

President, Fair Game, LLC

Jennifer Duest

Member, Asc. Director, Global Third Party Risk & Corporate Insurance

Mitushi Pitti

Director of Cyber Security Services, KPMG

Linnea Solem

Advisory Board Liaison to the US Steering Committee, Solem Risk Partners, LLC

Richard A. Clarke

Chairman & CEO, Good Harbor Security Risk Management

John Yeoh

Global Vice President of Research, Cloud Security Alliance

Konstantinos Karagiannis

Director, Quantum Computing Services, Protiviti

The Honorable Mary Beth Long

Distinguished Fellow, The Wilson Center

Brendan Novotny

Director of Third Party & Operational Risk Management, SEI Investments

Nathan Struss

Third Party Security, Coinbase

Troy Leach

CSO, Cloud Security Alliance

Nasser Fattah

Senior Consultant , Shared Assessments

Michelle Clement

Director Third Party Risk, United Community Bank

Saira Jesani

Deputy Executive Director, Data & Trust Alliance

Chad Freese

Lead Information Security Advisor, USAA

Tamara Culler

Director for Governance and Operational Risk Policy, Office of the Comptroller of the Currency

Sam Abadir

VP Solultions, Krista AI

Susan King

Dean Emeritus, UNC Hussman School of Journalism & Media,

Dave O’Connor

Director, Information Security GRC, Iron Mountain

Kelly White

Founder and CEO, RiskRecon, a Mastercard Company

David E. Nickles

Principal FSI Audit Specialist, Amazon Web Services

Rohan Ranadive

Global Head of Third Party Risk Management, U.S. Bank

Julie Gaiaschi

CEO & Co-Founder, Third Party Risk Association (TPRA)

John W. Carlson

Senior Vice President, Cybersecurity Regulation and Resilience, American Bankers Association

Gatha Sadhir

Global CISO Advisor, Carnival Corporation & Plc.

Paul Kooney

Chair, Managing Director – Security & Privacy Management Protiviti, Inc.

Andrew Moyad

Chief Executive Officer, Shared Assessments

Chris Johnson

Senior Advisor, Shared Assessments

Colleen Milazzo

Senior Vice President, TPRM Software Products, Shared Assessments

Charlie Miller

Senior Advisor, Shared Assessments

Bob Jones

Senior Advisor, Shared Assessments

Gary Roboff

Senior Advisor, Shared Assessments

Elizabeth Dunsmoor

TPRM Principal, Shared Assessments

Rhonda K.R. Cook

Chief Risk Officer, SEI Investments

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

Sponsors

Platinum Sponsors

Gold Sponsors

Silver Sponsors

Exhibitors

Health & Safety

With ongoing public health concerns, Shared Assessments is prepared to manage our in-person events with the health, safety, and well-being of our attendees, staff, presenters, exhibitors, sponsors, and speakers in mind. All participants, including, but not limited to, attendees, speakers, sponsors, volunteers, staff, service providers, and others are expected to abide by our code of conduct and all polices in effect for any in-person Shared Assessments event.

We are working closely with our event venues, and plan to follow all federal, state, local laws, and CDC guidelines. We will continue to monitor and update safety precautions for our in-person events regularly and coordinate with trusted national resources, state and local public health agencies, and the hotels/venues hosting our events.

In all cases, we will continue to assess the risks in the area local to the event and the current status in the United States. In keeping with Shared Assessment’s duty of care and the responsibility as host, we have implemented safety guidelines for our in-person events.

We reserve the right to modify these policies and procedures at any time given the rapidly changing nature of any current and ongoing public health concerns.

  • We will follow local laws and/or venue requirements for masking and social distancing at the Conference – Please continue to check back for more updates. At this time, masking is optional.
  • We encourage you to pack enough face masks for the event and any flights/public transportation; however, we will also have masks onsite for your use, if desired.
  • Hand sanitization stations will be placed throughout our venue to encourage frequent use.
  • We will endeavor to set all spaces to be respectful of social distancing efforts to the extent possible.
  • We strongly encourage attendees to stay home if ill, display signs of illness, have tested positive for COVID-19 in the past 14 days, or have been exposed to COVID-19 within the past 14 days – See below for our refund/cancellation policy.

Refund/Cancellation Policy

Registrants may cancel their registration and obtain a refund based on the following schedule:

Cancellations prior to January 1, 2024: Cancelling registrants will receive a refund of the registration fee paid less a $125 administration fee.

Cancellation between January 1, 2024, and February 29, 2024: Cancelling registrants will receive a refund of the fifty percent (50%) of the registration fees paid.

Cancellations after February 29, 2024: Cancelling registrants will receive no refunds of registration fees paid.

To request a refund, please email accounting@sharedassessments.org.

CPE Credit Policy

13 Shared Assessments CPE credits are available for attending the Summit. Credits are issued based on verification of the event attendance report. Shared Assessments does not offer partial-day credit.

CPEs are processed within 30 days. Once, available, you will receive an email notification from the Shared Assessments Education team with instructions to download the CPE certificate from the Education and Events portal.