Audio Conference Series:
Creating and Maintaining A Vendor Management Oversight Policy that Safeguards Your Customers’ Information
Order Online: |
| CD only: |
$299.00 |
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| Date: |
Thursday, March 20, 2008 |
| Time: |
1:00 PM – 2:30 PM ET* |
| Featured Speaker: |
Deborah Donaldson |
| Duration: |
90 Minutes |
| Location: |
Your office or conference room |
| Prerequisites: |
None |
Vendor Risk Management and Oversight (VMO) is an emerging need for many financial institutions, and is also an area of increased focus by auditors and regulatory agencies. 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.
This audio conference is part of our Continuing Professional Development Series. All attendees of the audio conference qualify for a FREE Certificate of Attendance! As examiners increasingly encourage executives to receive training in areas related to their expertise, attendees can use the available certificate to demonstrate they have received expert training.
This interactive audio conference will guide you through all the steps of selecting and overseeing your vendors and will help you:
- Identify the need for additional third-party services
- Develop and adopt a Vendor Management and Oversight Policies
- Select qualified vendors and develop a Request for Proposal and guide you through entire bid process,
- Develop and award contracts
- Maintain ongoing reviews, nondisclosure and confidentiality
- Conduct ongoing risk assessment and maintenance
- And much more!
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
Attend and get insight into a sample Vendor Management and Oversight policy, what you are required to include, risk assessment and more!
The audio conference will address the following issues:
- Background Policy:
- The Need for Oversight
- Creation and Maintenance
- Contents and Requirements
- Sample Policy
- Non Disclosure requirements
- Major/Minor classification
- Request for Proposal:
- RFP Contents and Requirements
- Audit Plan:
- And much more!
Plus, 30-minutes after the presentation will be set aside for an interactive Q&A session. Listen in and get the chance to ask your specific questions.
About Our Speaker
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 nearly 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 Vice Chair of the internal audit committee of the Financial Manager's Society, 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 co-authoring, a book on the validation and verification of ALM models.
