Third Party Vendor Risk Management for Financial Institutions
Learn to master end-to-end processes, sustain continuous monitoring, enhance relationship management, and effectively tackle key weak points such as cyber threats in your Third-Party Vendor Risk Management.
16-18 October 2023: Boston

Our 17th edition will provide Third-Party Risk professionals with the tools and techniques to make their Third-Party Risk management programs more robust and resilient throughout the vendor lifecycle, to ensure that their organization is protected from a myriad of risks.

Join us for an immersive and thought-provoking Day 1 of our exclusive Third Party Vendor Risk Management conference on October 16, 2023. Delve into the critical aspects of third-party vendor risk management that will empower your institution to thrive in today's dynamic business landscape.

Kickstart your day at 8:30 AM with a hearty breakfast and registration, setting the stage for a day of learning and networking. At 9:00 AM, we begin with an Opening Address from the Chair, setting the tone for the captivating sessions that follow.

At 9:15 AM, our keynote speaker, Casey Ryder, Senior Director of Third-Party Risk Management Operations at Silicon Valley Bank, will lead us through a compelling exploration of "Third Party Vendor Risk Management for Financial Institutions." Discover invaluable strategies to overcome key risks during vendor onboarding, predefine vendor relationships, and create risk profiles to safeguard your organization.

As the morning progresses, at 10:00 AM, Donald Mones, Head of Third Party Risk Management at Brown Brothers Harriman (Awaiting Final Confirmation), will guide us through "Counter the risks associated with exit strategies of third-party vendors to ensure a clean hand-off." Learn how to navigate risks during vendor exits, stress testing, and maintaining positive relationships for future success.

Following a refreshing networking break at 10:45 AM, we delve into methods to strengthen your TPVRM programs at 11:15 AM. Mary Beth Rzegocki, Head of Third Party Risk Management at MassMutual, will share insights on protecting your business, promoting collaboration, and implementing a least-privilege access model.

After a sumptuous lunch break at 12:45 PM, we reconvene at 2:00 PM for a stimulating panel discussion. Together, we'll explore how AI can enhance processes, shorten risk assessment timelines, and simplify decision-making within your organization. Discover the potential role of Chat GPT in the future of third-party risk management and unlock AI's potential to streamline overdue diligence functions.

At 2:45 PM, Victoria Torkay, Head of Third Party Compliance Risk for The Americas at MUFG, will unveil strategies to vet subcontractors and mitigate fourth-party risks. Learn how to establish direct relationships for closer monitoring and ensure your third-party vendors maintain safety standards.

A series of engaging roundtable discussions at 4:00 PM will offer invaluable insights:

  1. "Maintain business resiliency when increasing vendor numbers" with Michael Steinhoefel, Director Operational Risk Management at Barclays.
  2. "Understand how the risk appetite of a small institution can compare to larger institutions" with Tyson Carballo, Head Of Procurement & Third Party Risk at Amerant Bank (Awaiting Final Confirmation).
  3. "FinTech Risk Management: A new breed of Third-Party Risk" with Michael Bochniarz, Head of Third Party Risk Management at Cross River Bank.

At 5:30 PM, we conclude Day 1 with closing comments, having gained unparalleled knowledge and networking opportunities to transform your organization's third-party vendor risk management strategies.

But the journey doesn't end there! Day 2, on October 17, 2023, brings even more remarkable insights:

At 9:00 AM, Chris Poulos, Global Technology Third Party Management Executive at Bank of America, will set the tone with an opening speech on "Improve Vendor Relationship Management with an Increasing Number of External Suppliers." Gain practical wisdom on managing numerous vendor relationships effectively.

Explore advanced methods and tools at 10:00 AM to manage fourth- and fifth-party vendors with insights from our distinguished speakers.

A panel discussion at 11:15 AM will focus on the "Latest State of Regulatory Considerations Surrounding Third-Party Risk Management," led by industry experts.

At 12:00 PM, Timothy A. Geishecker, Policy Lead (Attorney) at Federal Reserve Board, and Stuart Hoffman, Bank Examiner at Office of the Comptroller of the Currency, will provide an in-depth assessment of the recently released interagency TPRM guidance.

Following lunch at 12:45 PM, join Amanda Xu, Senior Vice President and Head of Third Party Risk Management at East West Bank, to explore third-party-related risk around API calls between organizations and vendors.

At 2:45 PM, our esteemed panelists will engage in a dynamic discussion on "Third Party Risk: Cyber and ESG Risk," shedding light on cybersecurity, AI concerns, and cloud security developments.

The day continues with a case study at 4:00 PM, where you'll learn how to respond effectively to a third-party vendor cyber breach, safeguarding your institution from further damage.

The final panel discussion at 4:45 PM will focus on "Strategies to Monitor ESG Risk Across All Third Parties," addressing climate risks, measuring climate impact, and better addressing social and governance factors in third-party relationships.

As we conclude Day 2 at 5:30 PM with closing comments, you will have absorbed a wealth of knowledge, innovative strategies, and best practices in third-party vendor risk management.

And there's more! On October 18, 2023, join us for a post-conference workshop to delve into cutting-edge technologies and techniques that can revolutionize your third-party risk management space. Led by industry expert Bob Wilkinson, Founder and CEO of Cyber Marathon Solutions, this masterclass will explore interactive tools, automation, and the best technology solutions for your institution.

Additionally, John Ingold, Head of Supplier Management at T. Rowe Price, will present an enlightening workshop on building connections between operational resilience and third-party risk programs. Uncover shared objectives, anticipate compliance challenges, and benefit from integrating these two critical aspects.

Don't miss this unparalleled opportunity to gain a competitive edge, enhance vendor risk management, and position your organization for sustainable success. Join us on this transformative journey at our marcus evans Conferences on October 16-18, 2023, and be a part of the future of third-party vendor risk management.


For more information and registration discounts, contact Mr. Ayis Panayi at or visit the event website here.

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