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8th Edition: Third Party Risk Management & Oversight for Financial Services

Galvanizing a Concrete Road Map to TPRM Maturity While Managing the Proper Inventory of Third Parties, Planning, Resourcing, Due Diligence and Emerging Risks

13-14 Nov 2018
DoubleTree by Hilton Hotel Metropolitan | New York, NY, United States of America

Why You Should Attend

8th Edition: Third Party Risk Management & Oversight for Financial Services

The 8th Edition Third Party Risk Management & Oversight for Financial Services Conference will address key topics such as best practices and practical lessons learned in TPRM program implementation, dedicating resources and personnel through stakeholder buy-in, risk assessments, checklists and questionnaires, data availability and protection, process improvement, collaboration between Procurement and TPRM depts, managing emerging risks, GDPR compliance, cycle time improvements, cyber security and IT disruption, vendor reviews, fourth party risk and KRIs, onsite third party audits, performing cost effective due diligence.

View the highlights from our 2017 edition and testimonials from past speakers!



Key Topics

  • Optimize the risk assessment program via well-defined requirements and procedures, subcontractor/fourth party risk strategies and KRIs, efficiencies of vendor reviews and third party validation efforts, and dedicate resources and personnel for utmost buy-in
  • Learn how Procurement and TPRM work together through shared practices in collaboration, structure, the lines of defense, and responsibilities; Communicate with your key vendors about continuous improvement and how to open up the lines of communication
  • Achieve cycle time improvements through automation and streamlining of processes, embark on the next generation of third party risk management programs and platforms, and leverage the latest technologies
  • Execute third party concentration risk for certain products and services, and comply with the new General Data Protection Regulation requirements
  • Address IT disruption by ensuring resiliency against disruptive cyber attacks via information security controls, scenarios, third-party oversight, cloud security and keeping up with cloud service providers, data protection, and fraud authentication processes
  • Previous Attendees Include

    Aetna Inc, AIG, Aravo Solutions Inc, Assured Guaranty, Bank of America,
    Bank of the Ozarks, Barclays, BB&T, BankUnited, BMO Harris Bank,
    BlackRock, BOK Financial, Capital One Financial Corporation, Cayden
    Security, Citi, Citigroup, CLS Bank, CNO Financial, Cross River Bank, Crowe
    Horwath LLP, Deutsche Bank, Dun & Bradstreet, E*Trade, Fannie Mae,
    Federal Reserve Bank of New York, Frost Bankers Inc, Gateway Mortgage
    Group LLC, Global Atlantic Financial Group, Goldman Sachs, HSBC,
    Investors Bank, JP Morgan Chase, Kearney Federal Savings, KeyBank, M&T
    Bank, Massmutual, MGIC, MyComplianceOffice, National Bank of Canada,
    Nationwide, Natixis CIB Americas, Navient, New York Community Bancorp,
    New York Community Bank, Northern Trust, Northwestern Mutual, OCC,
    Oppenheimerfunds Inc, Opus, PGIM, PNC Financial Services Group Inc,
    Premier Bankcard, Prevalent Inc, Prudential, RBS Citizens, Republic Bank
    Limited, Scotiabank, Security Scorecard, State Street Bank, Sterling
    National Bank, SunTrust Bank, Target Corporation, TD Bank, Third Federal
    Savings & Loan Association of Cleveland, U.S. Bank, UBS Financial Services
    Inc, Vanguard, Wellington Management, Wells Fargo, Zions Bank

    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
    Gold Sponsor
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    Silver Sponsor
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    Silver Sponsor
    Crowe Horwath LLP
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    Silver Sponsor
    Aravo Solutions
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    Rapid Ratings
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    Panel Partner
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    CastleHill Managed Risk Solutions
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    Event Partners

    Practical Insights From

    Lee Tenny
    Global Head of Third Party Risk Management (TPRM)
    First Data Corporation

    Sabine Barbier-Goldman
    Global Head of Supplier Risk and Control
    Credit Suisse AG

    Mark McDermott
    Officer, Vendor Management
    State Street

    Paul Pitre
    Citi Third Party Utility

    John Soebbing
    Managing Director, Supply Management
    TD Ameritrade

    Cory Schwab
    Chief Risk Officer
    Alaska USA Federal Credit Union

    Charles Ely
    Executive Director, Third Party Risk Management

    Dan Cochran
    Head of Vendor Management
    Valley National Bank

    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
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    Event Contact

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

    Angelica Anselmo

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

    Fax: 312-894-6304