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Audio Conference Series:

Vendor Risk Management: Oversight and Training

Order Online:
CD only:	$299.00

Date:	Wednesday, June 3, 2009
Time:	1:00 PM – 2:30 PM ET*
Featured Speakers:	Deborah Donaldson
Duration:	90 Minutes
Location:	Your office or conference room
Prerequisites:	None
*Time reflects Daylight Saving Time If your area does NOT observe Daylight Saving Time, the time will be one hour earlier.

Expert, step-by-step guidance to successful vendor risk management

With increased outsourcing of services and technology, and heightened scrutiny by auditors and regulatory agencies, Vendor Risk Management and Oversight (VMO) is an emerging need for many financial institutions. Institutions are now expected to more precisely manage the vendor and other third party relationships in an attempt to ensure that all services are delivered to the same standard of expectations, and that the customers’ information is safeguarded.

Vendor risk management is a complex process—but properly implemented, it can save your financial institution money, protect its reputation, enhance the quality of service, and sidestep regulatory headaches.

This 90-minute interactive audio conference will guide you through all the steps of selecting and overseeing your vendors— and ensuring the success of your VMO program.

It will help you:

• Identify the need for additional third-party services
• Develop and adopt a Vendor Management and Oversight Policy
• Select qualified vendors, develop a Request for Proposal, and navigate successfully through the entire bid process
• Develop and award contracts
• Maintain ongoing reviews, nondisclosure and confidentiality
• Conduct ongoing risk assessment and maintenance
• And much more!

The program includes a 30-minute Q&A session following the presentation. Listen in and get the chance to ask your specific questions!

Registration Includes:

• Admittance to the 90-minute call for as many people as you can fit in a room with a speakerphone
• Access to the specially created presentation handouts (made available 48 hours in advance) which can be printed and used
• Participation in a 30-minute live Q&A with the speaker following the presentation
• Certificates of completion for all audio conference attendees

Who Should Attend:

• Internal Auditors
• IT Officers
• Operations Officers
• Administrative Officers
• Collections Officers
• Everyone involved with establishing and maintaining a Vendor Management and Oversight Policy for your institution

 

About Our Expert Speakers

Deborah Donaldson is President and CEO of Alpha-Numeric Consulting, LLC, a national consulting firm that specializes in audit program preparation, audit work, vendor management, risk management, profitability, and continuing education in related areas. She is a nationally known speaker and educator, and regularly participates in webinars, seminars, roundtables, and industry forums. Ms. Donaldson has more than 20 years of experience, with concentrations in audit (investments, loans, deposits, trust, branch operations, IT, etc.), risk management, and profitability. She is currently serving as the Chair of the internal audit committee of the Financial Manager’s Society, FMS Board member, and is a member of The Institute of Internal Auditors. Ms. Donaldson is also the author of the Internal Audit Desk Reference Guide, 2nd Edition, and is authoring a book on the validation and verification of ALM models.