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!
Sponsors
Platinum Sponsors
Gold Sponsors
Exhibitors
Schedule
The schedule is under development and subject to change – be sure to check back for updates:
| Time | Session | Speakers | Description | Location |
|---|---|---|---|---|
| 7:30am ET | Registration Opens | Foyer, Dine In Las Olas Ballroom | ||
| 7:30am - 8:55am ET | Breakfast Buffet | Breakfast will be served in the Los Olas Foyer from 7:30 to 8:55 am ET before the Opening Keynote | ||
| 9:00am ET | Welcome & Opening Keynote | Andrew Moyad, CEO, Shared Assessments | Captain’s Log: Charting the Future of TPRM Beyond Our First 20 Years | Las Olas Ballroom |
| 9:15am ET | Panel: Securing the Cloud Frontier: Protecting Third-Party Ecosystems in 2025 | Erin Joe, Senior Executive, Cybersecurity and Shared Assessments Advisory Board Member Joe Lyons, VP Cyber Security, BitSight Lena Licata, VP, Governance, Risk & Compliance, Blackstone Moderator: Chris Johnson, Senior Advisor, Shared Assessments | As organizations increasingly rely on cloud solutions for critical operations, the need for robust cloud security within third-party ecosystems has never been more urgent. This panel will explore the evolving landscape of cloud security and its integration with third-party risk management practices, providing actionable guidance for risk managers navigating these challenges in 2025. | Las Olas Ballroom |
| 10:05am ET | Exhibitor Networking Break | Foyer | ||
| 10:35am ET | Panel: Evolving Regulatory Compliance Post-DORA and NIS2 | Eyvonne R. Mallett, Of Counsel, Loeb & Loeb LLC John Ingold, Head of Supplier Management, T. Rowe Price Mark Orsi, CEO, Global Resilience Federation Moderator: Patricia Murphy, Managing Director, Alvarez and Masal | As regulatory landscapes grow more complex, organizations must develop strategies that ensure both operational and regulatory resilience. This panel will explore how evolving frameworks like DORA, NIS2, and AI regulations are reshaping third-party risk management practices. Experts will discuss actionable approaches to: -Harmonize compliance efforts across jurisdictions. -Strengthen operational resilience by aligning risk management frameworks with regulatory demands. -Proactively address the intersection of ESG and TPRM requirements. | Las Olas Ballroom |
| 11:10am ET | Sponsored Keynote: Agentic AI and Third-Party Risk: Rethinking Vendor Assessments for the Future | Chris Patterson, Director, Strategy, One Trust Third Party Risk Management | The last 24 months have seen a paradigm shift in the global technology landscape as cheaper, faster and more scalable LLMs and AI models have accelerated the availability of AI-enabled solutions. While AI governance and managing risk around third-party AI have become top priorities for risk and compliance teams, there has been less attention paid to how these technologies can potentially disrupt the fundamentals of third-party risk management. This keynote will help organizations understand the realities of agentic AI, paint a vision for the future of TPRM in an agentic landscape, and provide a pathway to navigate disruptions and harness the power of AI, responsibly. | Las Olas Ballroom |
| 11:40am | Networking Lunch 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 Shared Assessments Senior Advisors and TPRM Principals. - 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. | Las Olas Ballroom (The Risk Launchpad will be on the Sky Terrace) | |
| 1:00pm ET | Afternoon Tracks 1 Thought Leadership Panel: To Boldly Automate: Harnessing Automation for Efficient TPRM | Ed Thomas, SVP Marketing & Sales Operations, ProcessUnity Clarence Chio, Co-Founder & CEO, Coverbase Gatha Sadhir, EVP, Global Technology, Jazwares Dennis Frio, Managing Director, Cyber, Risk & Regulatory, PwC US Moderator: Chris Johnson, Senior Advisor, Shared Assessments | Automation in TPRM is the future. This panel will explore how cutting edge AI tools can automate vendor onboarding, risk assessments, and continuous monitoring, providing organizations with timely and accurate risk data. | |
| 1:00pm ET | Afternoon Tracks 1 Practitioner Panel: Building a Continuous Monitoring Ecosystem: Insights for TPRM Practitioners | Deb Zoppy, Head of TPRM & Business Resiliency Oversight, Guardian Bob Maley, CSO, Black Kite Falicia Foster-Cruz, Manager – Third Party Risk Management, Iron Mountain Moderator: Sheria Williams, TPRM Principal, Products and Support | Continuous monitoring is the cornerstone of proactive third-party risk management but creating a sustainable and comprehensive monitoring ecosystem requires more than just tools. This session offers a hands-on exploration of the strategies, frameworks, and methodologies that practitioners need to integrate diverse data sources—including financial assessments, ESG ratings, and real-time alerts—into their monitoring practices. Designed for TPRM professionals looking to elevate their strategies, this session ensures you leave with the insights and techniques necessary to build a resilient monitoring ecosystem that adapts to today’s complex risk landscape. | |
| 1:50pm ET | Transition/Break | |||
| 2:00pm ET | Afternoon Tracks 2 Thought Leadership Track: Future-Proofing Critical Third Parties | Elizabeth Dunsmoor, TPRM Principal, Shared Assessments Eric Evans, Managing Director, Partnerships and Alliances, Rapid Ratings Jenna Wells, Chief Customer and Product Officer, Supply Wisdom Moderator: Nasser Fattah, Senior Advisor, Shared Assessments | This panel will explore how to assess CTP dependencies, implement robust risk mitigation strategies, and align with evolving regulations to safeguard operational stability. Panelists will share insights on continuous monitoring, contingency planning, and regulatory expectations, helping organizations build stronger, future-ready third-party ecosystems. | |
| 2:00pm ET | Afternoon Tracks 2 Practitioner Panel: Non-Traditional Vendors: Rethinking Risk Management for Unique Relationships | Becky Brown, Program Manager for Third Party Risk Management, SEI Investments Mary Kay Merkt, Director Vendor Management & Procurement, Johnson Financial Group Jan Lucero, Senior Director, Third Party Risk Management, Transamerica Dan Even, Senior Manager - Third Party Risk Management (TPRM), Mayo Clinic Moderator: Rhonda K.R. Cook, Senior Advisor, Shared Assessments | Not all third-party relationships fit neatly into traditional risk management frameworks. From facilities management to sub-advisors and beyond, non-traditional vendors require tailored approaches that go beyond the standard assessment process. This session explores innovative strategies to categorize and manage these unique relationships while ensuring compliance and mitigating risk. Designed for practitioners seeking actionable solutions, this discussion will equip you with the tools to build more inclusive and efficient TPRM strategies for the full spectrum of vendor relationships. | |
| 2:50pm ET | Transition/Break | |||
| 3:00pm ET | Afternoon Tracks 3 Thought Leadership Panel: Navigating the Regulatory Constellation: Cross Jurisdictional Compliance | Caitlin M. Clarke, Senior Director of Cybersecurity Services, Venable LLP Moderator: Gary Roboff, Senior Advisor, Shared Assessments | This session will explore strategies for navigating the complexities of cross-jurisdictional compliance, including insights on DORA, NIS2 and GDPR related mandates. Industry experts will share real-world approaches to harmonizing regulatory requirements across regions, avoiding common pitfalls, and ensuring that your risk management strategies stay aligned as new stars appear in the regulatory sky. | |
| 3:00pm ET | Afternoon Tracks 3 Practitioner Panel: Engineering Vendor Contracts for the Future: Risk, Responsibility, and Automation | Julie Gaiaschi, CEO & Co-Founder, Third Party Risk Association Tammy Knies, CPO, Eastern Bank Shamul Ehteshamul Haque, Outside General Counsel, Shared Assessments Moderator: Jennifer Hancock, SVP Professional Development & Education, Shared Assessments | A detailed discussion on how to build flexible, risk-sensitive contracts with third parties that can accommodate emerging risks, such as AI governance and cybersecurity threats. | |
| 3:50pm - 4:20pm ET | Exhibitor Networking Break | Foyer | ||
| 4:20pm - 4:50pm ET | Achievement Award Presentation and Acceptance | Andrew Moyad, CEO, Shared Assessments | ||
| 4:50pm - 5:20pm ET | Fireside Chat | Heidi Grant, Former Director of the Defense Security Cooperation Agency Paul Kurtz, CTO, Splunk | ||
| 5:20pm ET | Closing Remarks | Brian Shaw, VP Head of North America, Certa | ||
| 5:30pm ET | Networking Reception |
Speakers
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
“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.”
in the market.”
— Jake Olcott, Vice President, Bitsight Technologies
“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
“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
“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
Pricing
SUMMIT + CTPRP or CTPRA CLASS
Members: $3,344
Non-Members: $4,644
SUMMIT ONLY
Members: $1,999
Non-Members: $2,999
CTPRP or CTPRA CLASS ONLY
Members: $1,345
Non-Members: $1,645
Refund/Cancellation Policy
Registrants may cancel their registration and obtain a refund based on the following schedule:
Cancellations prior to January 1, 2025: Cancelling registrants will receive a refund of the registration fee paid less a $125 administration fee.
Cancellation between January 1, 2025, and February 29, 2025: Cancelling registrants will receive a refund of fifty per cent (50%) of the registration fees paid.
Cancellations after February 29, 2025: Cancelling registrants will receive no refunds of registration fees paid.
To request a refund, please email accounting@sharedassessments.org.