Vendor Management

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Outsourcing allows an institution to offer its customers enhanced services without the various expenses involved in owning the required technology or maintaining the human capital required to deploy and operate it. In many situations, outsourcing offers the institution a cost effective alternative to in-house capabilities. Outsourcing, however, does not reduce the fundamental risks associated with information technology or the business lines that use it.

Financial institutions should have a comprehensive outsourcing risk management process to govern their technology service provider (TSP) relationships. The process should include risk assessment, selection of service providers, contract review, and monitoring of service providers. Outsourced relationships should be subject to the same risk management, security, privacy, and other policies that would be expected if the financial institution were conducting the activities in-house.

The Knowledge Group is producing a LIVE webcast that will explore the issues and concerns surrounding this topic. Register now by clicking the “Register“ button below. Advanced registration is recommended as enrolment is limited for this course.


Course Level: Intermediate
Prerequisite: None
Method Of Presentation: Group-Based-Internet
Developer: The Knowledge Group, LLC
Recommended CLE/CPE Hours: 1.75 - 2.0
Important Note: Your State Bar or Accounting Board will make the final determination with respect to continuing education credit. If you are applying for CLE credit in Texas you must register 20 days before the event date or you will not be able to obtain CLE credit.
Advance Preparation: Print and review course materials
Course Code: 103989
Course Fee: $199 - $299 (Please click here for details)
NASBA Sponsor Number: 109004

 

Featured Speakers for Vendor Management - What Happens Before & After The Contract?
LIVE Webcast:


Proposed Agenda (click here to view more)
SEGMENT 1:


Matthew A. Karlyn, Senior Counsel,
Foley & Lardner LLP

- Key contract provisions for Supplier Relationship Management (e.g., Benchmarking, Audit Rights,    modification of service levels, governance structure, improvements, price adjustments, etc.)
- Managing transition -- what to do before you sign to ensure a smooth transition after you sign
- Renewals -- when is it a good time to renegotiate the deal?
- Dispute resolution -- how to get through a dispute with a vendor without killing the deal or the    relationship.

SEGMENT 2:


Rebecca S. Eisner, Partner,
Mayer Brown

- Privacy and Security Compliance – Managing privacy and security compliance through the right    contractual provisions.
- Cloud Computing – What promises and challenges does this service hold for financial institutions?    How do you manage a cloud computing vendor?
- Globalization – How offshoring changes the vendor management process – managing the risks    and maximizing the benefits of sourcing offshore.

SEGMENT 3:


Susan Orr, Founder,
Susan Orr Consulting

- The vendor risk assessment: what is it, how do I do it, who's responsible
- Ongoing oversight and monitoring of the vendor relationship

SEGMENT 4:


William H. Henley, Jr., Senior Vice President, Regulation,
BITS


- Risk Assessment and requirements
  a. Assess risk from outsourcing
  b. Develop risk-based written requirements
- Vendor selection
  a. Request for Proposal (RFP) – The primary tool for soliciting vendors.
  b. Due diligence – Know your vendor


Foley & Lardner LLP
Matthew A. Karlyn  
Senior Counsel
speaker bio »»

Mayer Brown
Rebecca S. Eisner  
Partner
speaker bio »»

Susan Orr Consulting
Susan Orr 
Founder
speaker bio »»

BITS
William H. Henley, Jr.
Senior Vice President, Regulation
speaker bio »»

Who Should Attend?

- Senior Vendor Managers
- Senior Vice Presidents
- Business Development Directors/Managers
- Marketing Director/Managers
- Chief Executive Officers
- Chief Marketing Officers
- Chief Operating Officers
- Presidents
- Project Managers

Why Attend?

This is a must-attend event for anyone interested in Vendor Management.
    - New guidance explained by the most qualified key leaders & experts
    - Hear directly from key regulators & thought leaders
    - Interact directly with panel during Q&A

Registration Information:                                                                                                                                    


** Discounts apply for early registration

Disclaimer:
Please note, the event date is firm although it may be subject to change. Please click here for details.

 

 

 

 


Vendor Management - What Happens Before & After The Contract?
LIVE Webcast

Speaker Firms:







 

The Knowledge Group, LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Website: www.nasba.org


 

We are an approved multi-event sponsor in the state of California. Our provider ID is: 14451. In Texas, Illinois, and Virginia, we submit programs for individual approval in advance. In all other states, once attendance is verified, participants are emailed an official certificate of attendance which they submit to their respective State Bar Associations. Our programs are created with continuing education in mind and are therefore designed to meet the requirements of all State Bar Associations. If you have any questions, please email our CLE coordinator at: info@knowledgecongress.org

Important Note: Your State Bar or Accounting Board will make the final determination with respect to continuing education credit. If you are applying for CLE credit in Texas you must register 20 days before the event date or you will not be able to obtain CLE credit.

Attention New York Attorneys:

This program is approved for CLE credit under New York’s Approved Jurisdiction policy. The Knowledge Group, LLC is an approved sponsor in the state of California, a New York Approved Jurisdiction. This program fulfills the non-traditional format requirement of exceeding 60 minutes in length. Please note only experienced attorneys (more than 2 years) are eligible to receive CLE credit via non-traditional format learning platforms. The Knowledge Group will verify attendance during the webcast via secret words (3 per credit hour) and by auditing attendees log in and log out records. All verification instructions will be provided during the webcast. Once attendance verification requirements have been completed, the attendee will be issued a certificate of attendance be The Knowledge Group for the course with the recommended number of credit hours. The Certificate of Attendance is normally sent via email in 24 hours or less.

To Claim Your CLE Credits:

The attorney should simply include credits earned via Knowledge Group webcasts when computing the total number of CLE credits completed, and keep the Knowledge Group Certificate of Attendance for a period of at least four (4) years in case of audit. An attorney may count towards her/his New York CLE requirement credit earned through the Approved Jurisdiction policy without notifying the CLE Board.

To learn more about New York’s Approved Jurisdiction policy. Please visit: http://www.nycourts.gov/attorneys/cle/approvedjurisdictions.shtml



 
Enrolled Agents Sponsor ID Number: 760

We have entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual.