marcus evans north america conferences

2017 Edition: Third Party Risk Management for Banks & Financial Services

Bolstering the Scope and Effectiveness of Vendor Risk Management Practices to Satisfy Regulatory Rigor and Prevent Reputational Fallout

7-8 Jun 2017
Holiday Inn Chicago Mart Plaza River North | Chicago, IL, United States of America

Conference Workshop

Pre-conference Workshop on June 6: Preparing for Regulatory Examinations by Designing Thorough Playbooks and Adopting a “Show Your Work” Mentality with JPMorgan Chase

Conference Workshop

Pre-conference Workshop on June 6: Fortifying the Enterprise Against Evolving Cyber Threats to Prevent Operational Setbacks and the Associated Reputational Damage with Bank of the West

Why You Should Attend

2017 Edition: Third Party Risk Management for Banks & Financial Services

High-profile data breaches, operational setbacks, and reputational fallout are just a few of the repercussions that financial institutions may face if they fail to perform adequate diligence and oversight on their third parties. Vendor management is not a new challenge to the industry—but vendor risk is still considered a critical threat due to the level of regulatory rigor, the amount of vendors within the supply chain, and the strain on enterprise resources. Even with numerous interpretations of regulations and guidelines, best practices continuously emerge and refine to optimally mitigate third party risk and transform risky partnerships into strategic assets.

The 2017 Edition: Third Party Risk Management for Banks & Financial Services Conference will address key topics such as: building a versatile third party risk team, preparing regulatory examinations, governance models, vendor sourcing and procurement, fourth party management, drafting contracts, identifying critical vendors, regulatory Q&A, safeguarding sensitive data, classifying cyber risks, exposing hidden risk through audit reports, plus much more!


Key Topics

  • Engineer and implement a vendor risk management structure that accounts for organizational complexities and resources with BMO Harris and Citi
  • Fortify information security protocols with technology service providers and bridge the gap between IT and other business units with Bank of the West and Credit Suisse
  • Design playbooks to meet regulatory examinations and plan for service resumption and recovery with JPMorgan Chase
  • Enhance third party monitoring strategies to ensure compliance and operational soundness with First Citizens Bank
  • Incorporate key provisions in the contract stage to promote healthy and prosperous relations with vendors with University Federal Credit Union
  • Previous Attendees Include

    Bank of America, BankUnited, BMO Harris Bank, BOK Financial, Deutsche Bank, FDIC, Federal Reserve Bank of New York, HSBC, JP Morgan Chase, KeyBank, New York Community Bancorp, Northern Trust, OCC, PNC Bank, RBS Citizens, State Street Bank, Scotiabank, SunTrust Bank, TD Bank, Wells Fargo

    Why Choose marcus evans?

    marcus evans specialises in the research and development of strategic events for senior business executives. From our international network of 63 offices, marcus evans produces over 1000 event days a year on strategic issues in corporate finance, telecommunications, technology, health, transportation, capital markets, human resources and business improvement.

    Above all, marcus evans provides clients with business information and knowledge which enables them to sustain a valuable competitive advantage and makes a positive contribution to their success.

    Event Sponsors
    Silver Sponsor
    Visit website >>
    Silver Sponsor
    Rapid Ratings
    Visit website >>
    Silver Sponsor
    Visit website >>
    Silver Sponsor
    Baker Tilly
    Visit website >>
    Panel Partner
    Visit website >>
    Panel Partner
    Pivot Point Security
    Visit website >>
    Centrl, Inc
    Visit website >>
    Visit website >>
    Visit website >>

    Event Partners

    Practical Insights From

    Shari Daw
    Head of Enterprise Risk and Third Party Risk Management
    Discover Financial Services

    Yakut Akman
    Chief Third Party Management Officer

    Shouvik Ray
    Head - Technology Vendor Management
    Bank of the West

    Regan Liggins
    SVP, Third Party Risk Management
    Regions Financial

    Tom Traub
    SVP, Third Party Analytics & Reporting
    Bank of America

    Steven L. Friefeld
    Global Head of IT Audit for Technology Infrastructure, Cybersecurity, Sourcing & Vendor Management
    Credit Suisse

    Melissa Lilli
    Executive Director, Compliance & Regulatory Management, Vendor Management and Inter-Affiliate Services
    JPMorgan Chase

    Click Here For Full Agenda

    Voice of Our Customers
    • “In a fast evolving industry, this conference provided a good foundation and future insights into third party risk management.” – Johnson Bank
    • “Well done. Thanks for everything, looking forward to next year.” – SunTrust Bank
    • “Key to this event is that presenters and presentations are coming from people living in the environment, not just purported experts. – Essent Guaranty Inc
    • “Nice balance of information for large and small organizations well organized and well expected conference.” – AIG
    • “Enjoyed the conference…great mix of bankers, bank regulators, and vendors in a workable size.” – Federal Reserve Bank of New York
    Join the Discussion

    Follow on LinkedIn

    Event Contact

    For all enquiries regarding speaking, sponsoring and attending this conference contact:

    Amanda Pink

    NBC Tower, 9th Floor
    455 North Cityfront Plaza Drive, Chicago
    Chicago, IL 60611

    312-540-3000 Ext: 6310
    Fax: 312-540-3000 Ext: 6327