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Advanced Contract Management for Banks & Financial Services

Reinvigorating Excellence in Contract Management to Reduce Risk and Demonstrate Due Diligence

29-30 Oct 2014
Downtown Conference Center, New York City, NY, United States of America

Why You Should Attend

Advanced Contract Management for Banks & Financial Services

The marcus evans Advanced Contract Management for Banks & Financial Services Conference is a two day event that will include case studies, workshops, and panel discussions from  procurement and contract management leaders from across the industry.

Heads of Procurement, Contract Management, Supply Chain, Vendor Management, and more are invited to engage in high-level discussions concerning the implementation of calculated strategies and techniques for reducing risk throughout the contract lifecycle.

Attendees will be afforded the opportunity to interact with speakers and peers in a classroom style setting that will encourage engagement and yield actionable takeaways. Seating for this conference is limited to maintain an intimate educational environment that will cultivate the knowledge and experience of all participants.


Key Topics

  • Structure contracts to achieve the level of due diligence and risk management required by regulators and credit agencies
  • Characterize the components of good Service Level Agreements (SLAs) to guide work orders, contract negotiation and deliverables
  • Rework Master Service Agreements to comply with the OCC’s guidance for managing third party risk
  • Articulate the contract value to gain vendor cooperation when exercising the right to audit
  • Discover proven tools and technology to more effectively manage the contract lifecycle

  • 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
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    Event Partners

    Practical Insights From

    Jim Connell
    Managing Director, Head of Strategy & Shared Services, Strategic Sourcing
    JP Morgan Chase & Co.

    Robert A. Marchi
    Vice President, Strategic Sourcing
    Fifth Third Bank

    Courtney McGovern
    Head of Contracts, Global Procurement Services
    Capital One

    Brad Douglas
    SVP, Supply Chain Management
    PNC Financial Services Group, Inc.

    Carolyn Jungclas
    Senior Vice President/Manager - Procurement & Vendor Management
    First Citizens Bank

    Rena A. Miller
    SVP, Managing Legal Counsel
    Zions Bancorporation

    David Ruiz
    SVP Corporate Procurement
    BankUnited, N.A.

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    Event Contact

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

    Angelina Moya

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

    Fax: 312-894-6304