Audio Conference Series:
Two Day Vendor Risk Management: Oversight and Training for Auditors
Order Online: |
| CD only: |
$499.00 |
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| Date: |
Tuesday, February 17, 2009 - Wednesday, February 18, 2009 |
| Time: |
1:00 PM – 2:30 PM ET |
| Featured Speakers: |
Deborah Donaldson |
| Duration: |
90 Minutes |
| Location: |
Your office or conference room |
| Prerequisites: |
None |
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About This Audio Conference:
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. And VMO is no longer solely the province of bank executives or branch administrators. It affects all levels of personnel in all departments dealing with outside vendors.
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!
Schedule of Audio Training Courses
Tuesday, February 17, 2009:
Day One – Background, RFP, Vendor Management Policy, Contracts, VMO Maintenance
Wednesday, February 18, 2009:
Day Two – Risk Assessments, Internal Control Questionnaire, Evaluation, Audit Planning, Vendor Oversight & Management
Registration Includes:
- Admittance to two 90-minute calls 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)
- Participation in the 30-minute live Q&A with the speaker following the presentation
- Certificates of attendance for all audio conference attendees
Who Should Attend:
- Internal Auditors
- IT Officers
- Operations Officers
- Administrative Officers
- Collections Officers
- Lending Officers
- Branch Managers
- Tellers and cashiers
- Collections and repossession professionals
- In-house counsel
- Everyone involved with establishing and maintaining a Vendor Management and Oversight Policy for your institution
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 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.
