Upcoming Events

Seeking to learn more about risk management? You have come to the right place! On this page, you will find upcoming events including webinars, forum calls, education courses, committee meetings, and conferences. Our events offer actionable insights and best practices in risk management. We hope you will join us soon.

All Upcoming Events

October 2024

Interagency Guidance: Gap Analysis

Tuesday, October 8, 2024 | 11:00am-12:00pm ET
The Federal Reserve Board (the Board), Federal Deposit Insurance Corporation (FDIC), and Office of the Comptroller of the Currency (OCC) collectively introduced the Interagency Guidance on Third-Party Relationships: Risk Management. In June 2023, the guidance officially became effective – you’re now expected to comply. This session will take a closer look at what we've learned over the past year and provide a walkthrough of the Shared Assessment Interagency Guidance Gap Analysis. This webinar will equip attendees with insights into: • Gaps between the Interagency Guidance and the rescinded guidance it replaces • Practical recommendations for conducting a gap analysis at your organization • Lessons learned from the past year and future expectations
Speakers:
  • Jennifer Hancock
    Senior Advisor, Shared Assessments
    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 a Certified Third-Party Risk Assessor (CTPRA).
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  • Chris Johnson
    Senior Advisor, Shared Assessments
    Chris is a Senior Advisor to Shared Assessments where he focuses on healthcare, financial services, and emerging technologies. He has more than 25 years of experience helping clients effectively manage risk while exhibiting a passionate and dynamic leadership style. Prior to joining Shared Assessments, Chris led third party risk management and information technology initiatives at Bristol Myers Squibb, Bank of America, Merrill Lynch, KPMG, and Marriott International.
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CTPRA Course – October 8-9, 2024

Tuesday, October 8, 2024 | 10:00am – 3:00pm ET
This course is October 8-9, 2024. The Certified Third Party Risk Assessor (CTPRA) designation is a professional credential that validates expertise, decision making and proficiency in third-party risk and controls evaluation. The program includes the processes for identifying, quantifying, and mitigating third-party risk within an organization’s TPRM program. 12 CPEs can be earned for completing the course.
Speakers:
  • Elizabeth Dunsmoor
    TPRM Principal , Shared Assessments
    Elizabeth Dunsmoor recently joined Shared Assessments as a TPRM Principal after 15 years as a TPRM practitioner. She has experience designing holistic programs and delivering assessment work within the cybersecurity, financial services, manufacturing, and healthcare sectors. With a proven ability to oversee and execute long-term operational strategies and methodologies for risk programs, Elizabeth is proficient in a variety of management actions including translating strategies into measurable plans, partnering with Procurement, corporate teams, and firm leaders to develop a pipeline of cross-functional leaders within the risk management function.
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USA Live Demo: Third Party Risk Management (TPRM) Product Family

Thursday, October 10, 2024 | 11:00am-12:00pm ET
Incorporating industry standards, emerging risks, and regulations, our products are used by organizations worldwide for efficient and effective TPRM. From evaluating the maturity of an organization’s own risk management program to assessing vendors with the Standardized Information Gathering Questionnaire (SIG), learn about how our products accelerate risk management processes. (Please note this session is intended for those seeking to learn more about Shared Assessments' offerings - no CPEs offered).
Speakers:
  • Katie Dorkings
    Sales Director, Shared Assessments
    Based in North Carolina, Katie has a deep understanding of Shared Assessments' offerings and our clients' needs. Katie asks the right questions and connects our risk management community with true answers. Ask her anything about our products or membership; Katie will get back to you with a solid answer while balancing three spinning plates at the same time!
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  • Corinne Johnson
    Sales Manager, Shared Assessments
    Corinne is a successful builder of strategic opportunities and a cultivator of partnerships for Shared Assessments. With a natural understanding of the intricacies of systems and how they work, Corinne is a natural and adroit SIG user! Based in Minnesota, Corinne consistently wins the coldest working location and best soup recipe contests at Shared Assessments.
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Regulatory Committee – Open to Members Only

Thursday, October 10, 2024 | 11:00am-12:00pm ET
As the compliance and audit environment sees changes affecting key areas of outsourcing relationships, participants discuss current and proposed international regulations, guidelines, and standards. A special focus this year will address member implementation challenges resulting from the June 2023 integrated U.S. regulatory guidance. Additional topics examined by this committee include cloud, IoT, concentration risk, complex supply chains (including Nth party), resilience, inventories, due diligence access, and how these harmonize (or diverge) globally.
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October Member Forum Call: Best Practices of Governance in Third Party Risk Management Programs

Tuesday, October 15, 2024 | 11:00am-12:00pm ET
Strong program governance helps foster efficient use of resources, greater transparency, and an environment of trust. This webinar will highlight best practices in governance of Third Party Risk Management (TPRM). During this webinar, we will discuss governance goals and objectives, reporting on key indicators, and program evaluation. This member forum call will be open to nonmembers.
Speakers:
  • 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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  • Rhonda Cook
    Senior Advisor, Shared Assessments
    Rhonda K.R. Cook is retired Chief Risk Officer for SEI Investments in Oaks, PA. She also served 4 years as Chair of the Investment Company Institute’s (ICI’s) Chief Risk Officer Committee. Over the course of her 25 years at SEI, Rhonda worked in a variety of client service, solution development, and risk management roles. She led projects in SEI’s Hong Kong and London offices, and she spent three years in New Delhi as SEI’s first Unit Leader, India. Rhonda has an M.B.A. from Northeastern University with a dual concentration in International Management and Innovation Entrepreneurship. Prior to joining SEI Investments, Rhonda graduated from the United States Military Academy at West Point; she served nine years as a Military Intelligence Officer in the U.S. Army, including multiple duty assignments in Europe, the Middle East, and Asia.
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  • Joe Prochaska Jr.
    Board Member, Synovus Financial Corporation
    Joseph (“Joe”) J. Prochaska Jr is an experienced board member and strategic financial executive with over 30 years helping some of the world’s largest insurance related companies improve profits, navigate transformation activities including mergers and acquisitions and enhance financial systems. Joe has an extensive background in accounting, financial reporting, financial systems, and risk evaluation. He also brings deep information technology experience including enterprise-wide financial and operating systems and cyber security. Joe is designated as a Qualified Financial Expert under Sarbanes-Oxley and serves as an independent director and Qualified Risk Expert on the Synovus Financial Corp. Board.
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  • Falicia Foster-Cruz
    CISA, CRVPM, CTPRP | MANAGER – THIRD PARTY RISK MANAGEMENT, Iron Mountain
    Based in the US with over 15 years of experience in risk and compliance, Falicia manages Iron Mountain's global third party risk management program and leads a team of 7 analysts from around the world. Falicia has a background in Retail, Hospitality, Finance, Health Services, Compliance and Government, has a bachelors in business administration as well as the CISA, CTPRP, and CRVPM certifications. Falicia tends to describe herself as a "Jane of all Trades" which comes in handy with the wide field of focus of Third Party Risk.
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Global ESG TPRM Committee – Open to Members/Non-Members

Thursday, October 17, 2024 | 11:00am - 12:00pm ET
The committee has an educational focus, informing members about ESG frameworks, policies, metrics, procedures, regulations, etc. It is a forum for individuals from organizations with ESG programs and extensive experience to share their insights with those organizations just beginning their ESG journeys.
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Healthcare Committee – Open to Members/Non-Members

Tuesday, October 22, 2024 | 12:00pm - 1:00pm ET
This committee exchanges ideas, shares best practices, and identifies collaboration opportunities related to the TPRM needs of healthcare companies. Areas of interest include, but are not limited to, regulatory requirements, emerging technology, program governance, and procurement.
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AI & Emerging Technologies Committee – Open to Members Only

Tuesday, October 22, 2024 | 11:00am - 12:00pm ET
This group meets via an open forum allowing for active engagement and discussion of relevant topics. Participants examine integration, challenges, opportunities, and solutions posed by emerging technologies including Machine Learning, Artificial Intelligence, Cloud, 6G, Distributed Ledgers (Blockchain), and Cryptocurrencies.
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What’s Next? Steps TPR Professionals Take After A Vendor Incident

Wednesday, October 23, 2024 | 11:00am-12:00pm ET
What should a TPR team be doing when there is an event? Do we need an ad hoc assessments on our Third Parties? This webinar will outline some best practices for third party risk professionals after an incident occurs.
Speakers:
  • Elizabeth Dunsmoor
    TPRM Principal, Shared Assessments
    Elizabeth Dunsmoor recently joined Shared Assessments as a TPRM Principal after 15 years as a TPRM practitioner. She has experience designing holistic programs and delivering assessment work within the cybersecurity, financial services, manufacturing, and healthcare sectors. With a proven ability to oversee and execute long-term operational strategies and methodologies for risk programs, Elizabeth is proficient in a variety of management actions including translating strategies into measurable plans, partnering with Procurement, corporate teams, and firm leaders to develop a pipeline of cross-functional leaders within the risk management function. She now provides training and guidance to business leaders to ensure understanding of program requirements, third-party capabilities, and performance expectations.
    View full bio
  • Rhonda Cook
    Senior Advisor, Shared Assessments
    Rhonda K.R. Cook is retired Chief Risk Officer for SEI Investments in Oaks, PA. She also served 4 years as Chair of the Investment Company Institute’s (ICI’s) Chief Risk Officer Committee. Over the course of her 25 years at SEI, Rhonda worked in a variety of client service, solution development, and risk management roles. She led projects in SEI’s Hong Kong and London offices, and she spent three years in New Delhi as SEI’s first Unit Leader, India. Rhonda has an M.B.A. from Northeastern University with a dual concentration in International Management and Innovation Entrepreneurship. Prior to joining SEI Investments, Rhonda graduated from the United States Military Academy at West Point; she served nine years as a Military Intelligence Officer in the U.S. Army, including multiple duty assignments in Europe, the Middle East, and Asia.
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Data Governance Committee – Open to Members Only

Wednesday, October 23, 2024 | 11:00am – 12:00pm ET
The Data Governance Committee consists of members who are data owners, managers, and consumers, and other enterprise risk management and privacy professionals. The focus of this committee is to enable data-driven decision-making to address challenges specific to data protection obligations organizations encounter in managing data and compliance governance risks by communicating changes in domestic and international data regulations.
Register
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