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

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

Daniela De Almeida Lourenço

CISO, Financial Services

Elizabeth Dunsmoor

TPRM Principal, Shared Assessments

Martin Freeman

Co-Chair, Director – Cyber Security and Compliance, Calastone

James Humphrey-Evans

Partner, Bortstein Legal Group

Chris Johnson

Senior Advisor, Shared Assessments

Andrew Moyad

Chief Executive Officer, Shared Assessments

Sean O’Brien

Co-Chair, Managing Director, DVV Solutions

Benjamin L. Ross

Member, Managing Partner and Head of Privacy & Cybersecurity, Bortstein Legal Group

Andrew Sparry

Member, Global Head of Third Party Management, Meta

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, and local laws. 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.