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

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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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.
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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).
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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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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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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.
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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.
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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

October 2024

Continuous Monitoring

Wednesday, October 2, 2024 | 11:00am-12:00pm ET
TBA
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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  • 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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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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