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

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.
Register

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.
Register

Asia/Pacific Live Demo: Third Party Risk Management (TPRM) Product Family

Wednesday, October 23, 2024 | 10:00am - 11:00am GMT+8/SST
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:
  • David Addison
    VP International Sales, Shared Assessments
    Based in London, passionate about working with companies to help minimise third party risk. Considerable experience in global market expansion with leading technology and across a wide range of sectors. David has lived and worked in several countries and been known to do a few marathons and triathlons.
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  • Sean Wright
    International Sales Manager, Shared Assessments
    Based in the UK, working with companies and individuals globally, Sean is part of the International Sales Team for Shared Assessments. A natural partnership and relationship builder, Sean has a strong background in Data Privacy, Business Development....and Rugby!
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What’s Next? TPRM in Incident Response and Management

Wednesday, October 23, 2024 | 11:00am-12:00pm ET
What is the role of Third Party Risk Management during and after a widespread incident? How can TPRM programs best prepare for potential security incidents? When and how should TPRM programs conduct “ad hoc” vendor assessments? With whom should TPRM practitioners communicate during incidents? Join this webinar to explore recommended “best practices” for TPRM professionals during incident response and management situations.
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.
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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.
    View full bio
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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.
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Product Development Committee – Open to Members Only

Thursday, October 24, 2024 | 12:00pm - 1:00pm ET
Product Development Committees ensure that Shared Assessments Third-Party Risk Management Product Suite is relevant, thorough, and responsive to a range of new and emerging U.S. and international guidelines for privacy, information (cyber) and data security, and business continuity.
Register

October CTPRA Exam Prep/Office Hours

Thursday, October 24, 2024 | 11:00am - 12:00pm ET
Improve your readiness for the CTPRA exam by attending the CTPRA Open House, which will be led by Elizabeth Dunsmoor, TPRM Principal, Shared Assessments. This event will provide you with the chance to ask any questions related to the CTPRA course content as you prepare for the exam.
Register

CTPRP Course – October 29-30, 2024

Tuesday, October 29, 2024 | 7:00am – 12:00pm ET
This course runs October 29-30, 2024. The CTPRP designation is a professional credential designed to validate knowledge, experience, and proficiency in the design, structure, and implementation of a comprehensive Third-Party Risk Management (TPRM) Program. The program also incorporates best practices for TPRM program metrics, management reporting and evaluating the operational performance of the program. 12 Shared Assessments CPEs can be earned for completing the course.
Speakers:
  • Elizabeth Dunsmoor
    TPRM Principal , Shared
    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.
    View full bio
Register
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