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

September 2024

September Member Forum Call – Contracting for Resiliency: Navigating AI, Regulatory Changes and Modern Practices

Tuesday, September 10, 2024 | 11:00am-12:00pm ET
Join us for an engaging fireside chat as we delve into the evolving landscape of contracting. This webinar will explore the intersection of artificial intelligence (AI), business resiliency, and the latest regulatory changes. Our experts will discuss strategies for building business resiliency through robust contracting practices and adapting to recent regulatory shifts. Additionally, we’ll address the critical terms and conditions you should consider for vendors who are or will incorporate AI into their services. Don’t miss this opportunity to gain a deeper understanding of the future of contracting and how to leverage these advancements for your organization’s success.
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 Certified Third-Party Risk Assessor (CTPRA).
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  • Matt Johnson
    Partner, Bortstein Legal Group
    Matt Johnson is an accomplished technology, outsourcing, and commercial transactions attorney who is recognized for providing comprehensive strategic, legal, and commercial advice to his clients. Over the course of his career, Matt has drafted and negotiated services agreements, technology licenses, and procurement contracts ranging in value from thousands of dollars to five billion dollars. He has also worked with clients to develop complete sourcing strategies for their information technology operations and business processes, to prepare related RFPs, and to evaluate potential suppliers’ bids. His clients have included financial institutions, pharmaceutical companies, and technology companies; many of the transactions on which he has worked have involved the client’s global operations. Matt’s in-house and operations executive experiences give him a deeper understanding of practical and operational aspects of legal transactions, enhancing the value he offers his clients. Matt takes a broad approach to his work, drawing on his understanding of the business context of a transaction, to provide actionable legal and commercial advice to help clients of every size meet their objectives. Prior to joining BLG, Matt worked as in-house counsel at one of the nation’s largest home health and hospice companies and practiced law with two of the top outsourcing practice groups in the U.S. Before becoming a lawyer, Matt was an operations executive in the assisted living industry. He is a graduate of the College of William and Mary and George Washington University Law School.
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Financial Services Committee – Open to Members/Non-Members

Thursday, September 12, 2024 | 11:00am - 12:00pm ET
This group nurtures a trusted network of Asset Management and Financial Institution industry professionals who deal with key business processes related to the management of third parties, including but not limited to ESG, governance, procurement, third-party risk, finance, control validation, and policy.
Register

USA Live Demo: Third Party Risk Management (TPRM) Product Family

Thursday, September 12, 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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Register

Insurance Committee – Open to Members/Non-Members

Thursday, September 19, 2024 | 11:00am - 12:00pm ET
This group provides participants an opportunity to discuss the expanding risk landscape, the complexity of Nth party relationships, the impact of climate change on complex supply chains, regulatory requirements for insurance firms, and the complexity of assessing risks surrounding their client product offering(s).
Register

CTPRP Course – In Person – London, UK

Tuesday, September 24, 2024 | 8:00am – 6:00pm GMT+1 | London, UK | Pre UK Summit
This course is on 25 September 2024, before our In Person UK Summit. 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 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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Register

Procurement & Sourcing Committee – Open to Members/Non-Members

Wednesday, September 25, 2024 | 11:00am - 12:00pm
This committee identifies and documents best practices for achieving this partnership, centralizing a vendor inventory/registry, and streamlining the vendor relationship lifecycle.
Register

CTPRP Course – September 25-26, 2024

Wednesday, September 25, 2024 | 10:00am – 3:00pm ET
This course runs September 25-26, 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:
  • Adam Stone
    VP Solutions Delivery and Chief Privacy Officer, Secure Digital Solutions, Inc.
    Adam Stone, MBA, Fellow in Information Privacy (FIP), CIPM, CIPP/US, CISSP, ISSMP, HCISPP, CTPRP has over 30 years of business leadership experience with 24 years overseeing data privacy and security functions for pharmaceutical distribution, healthcare, insurance, financial services, and marketing organizations.
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Register

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

Wednesday, September 25, 2024 | 10:00am - 11:00am GMT+1/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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Register

Global TPRM Best Practices Committee – Open to Members/Non-members

Thursday, September 26, 2024 | 10:00am - 11:00am ET
This committee examines the challenges organizations face in managing third-party risk and identifies existing and emerging best practices. Examples of previously examined topics include complex supply chains, fourth-party management, third-party contract development, risk rating, and assessment scoping.
Register

Product Development Committee – Open to Members Only

Thursday, September 26, 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
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