6TH ANNUAL VENDOR & THIRD PARTY RISK USA
6th Annual | 7-8 October, 2021 | London

COVID-19
Impacts of COVID-19 on programs and future changes to work environment
BUSINESS CONTINUITY
Maintaining resilience in a volatile operating environment
FOURTH PARTY
Managing outsourcing risks and ensuring security of data
ESG
Developing sustainability agendas and monitoring social inclusion
RESILIENCE
Developing resilience plans to maintain critical services
FINTECH
Managing fintech’s as a third party service provider


Alpa Inamdar
Head of Third Party Governance Advisory
BNY Mellon

Olga Baldwin
Director, Vendor Risk Management
Sterling National Bank

Jeffrey Batt
Cyber Insurance Practice Leader
M&T Bank

Michael Casey
Americas Head of Outsourcing and Supplier Risk
UBS

Madiha Fatima
Director, Third Party Risk Management
Angelo Gordon

Melissa Mellen
Officer & Department Head of Policy, Analytics & Vendor Strategy
Federal Reserve Bank of New York

James McPherson
Director & Counsel
Credit Agricole Corporate & Investment Bank

Roxane Romulus
Director, Third Party Risk Management
Voya Financial

Saqib Jamshed
MD, Model Risk Management
The OCC

Kenneth Wolckenhauer
VP, Vendor Management
Nordea Bank New York Branch









CAN YOUR ORGANIZATION CONTRIBUTE?
Please contact the Center for Financial Professionals today to discuss how we can deliver your thought-leadership at the event, help you generate leads, and provide you with unique networking and branding opportunities. For more information on what we can offer, please contact [email protected] or call us on +1 888 677 7007 where a member of the team will be happy to tailor the right package for you.
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08:00 Breakfast and registration
08:50 Chair’s opening remarks
COVID-19 – PANEL DISCUSSION
Session details
- Future of working from home vs. hybrid models
- Identifying gaps in controls and changes to work environment post COVID
- Security controls of vendors with remote teams and use of mobile devices
- Redefining data security in a new working environment
- Criticality of intelligence and monitoring
- Managing expenses vs. risk of working remotely
- Protecting confidential data and sensitive information in a remote environment
- Understanding vendor plans for hybrid workforces
- Adapting contracts and controls and Impact to service, functionality and response time
- Ability to meet SLAs in a pandemic and remote environment
Roxane Romulus, Director, Third Party Risk Management, Voya Financial
Brian Shaw, Senior Account Director, Financial Services, Coupa
REGULATORY LANDSCAPE
Session details
- Managing regulatory change across jurisdictions
- Risk mitigation approaches to demonstrate to regulators
- Managing a digital business as a result of COVID-19
- Connecting infrastructure and systems digitally
- Regulatory guidance on WFH and hybrid models
- Ingraining into culture of an institution
- Geopolitical environment: BSA and AML considerations
Ryan Spelman, Senior Manager, CyberClarity 360
RESILIENCE
Session details
- Understanding what it means to be resilient
- Incorporating testing exercises and adapting to changing environments
- Identifying key business functions and supply chain
- Tracing through affiliates and third parties
- Incorporating resilience programs with third party programs
- Aligning ability to deliver service with ability to manage resiliency
- Managing resilience in different structured work environments
Michael Casey, Americas Head of Outsourcing and Supplier Risk, UBS
10:50 Morning refreshment break and networking
BCM & DR – PANEL DISCUSSION
Session details
- Managing vendors in business recovery mode
- Understanding which vendors are able to recover from stress events
- Approaches to analyze and assess recovery capabilities
- Reviewing changes in expectations as a result of the pandemic
- Regulatory drive for resiliency in critical third parties
- Adapting programs around security events in the industry
- Solar Winds and COVID-19 impacts
- Unwinding changes as a result of the pandemic without damaging resiliency
Preety Tulsian, Head of TPRM, Scotiabank
Justin K. Boehm, Senior Manager, Third Party Risk Banking and Capital Markets Leader, EY
Saqib Jamshed, MD, Model Risk Management, The OCC
CYBER SECURITY
Session details
- Solar winds breach impact across the industry
- Reviewing maturity of hacks and capabilities of criminals
- Testing responses to cyber attacks
- Evolution of integrity attacks and defending against them
- Managing third party governance processes to mitigate the risk
- Contract terms to include notification of incidents
- Understanding exposure to breaches
- Increased attacks as a result of remote working and limited IT resources
Jeffrey Batt, Cyber Insurance Practice Leader, M&T Bank
12:35 Lunch break and luncheon roundtable discussions
1 – Diversity and inclusion across the supply chain
2 – Future outlook after COVID-19: Managing remote and hybrid environments
Reserved for Prevalent
3 – Resilience: Regulatory expectations and objective
Michael Casey, Americas Head of Outsourcing and Supplier Risk, UBS
4 – Managing increase in ransomware and response strategies
5 – External data providers: Integrating into program methodologies
Preety Tulsian, Head of TPRM, Scotiabank
NTH PARTY – SECURITY AND DATA
Session details
- Concentration risks of third parties outsourcing
- Privacy and confidentiality considerations across supply chain
- Increased incidents and breaches as a result of the pandemic
- Ensuring vendors and subcontractors are protecting data and aligning with cybersecurity standards
- Reviewing access to data requirements to fulfill contract provisions
NTH PARTY – REGULATION AND CONTROLS
Session details
- Regulatory guidance on outsourcing and global variations
- Tracking incidents like Solar Winds to understand impact on supply chain
- Understanding supply chain and impact to services
- Changing contract language to incorporate critical outsourcing
- Contractual limitations to assess 4th parties
- Identifying fourth parties and determining location domestically or internationally
- Protecting data in the cloud or overseas to the same level as locally
- Treatment of too big to fail vendors
- Identifying those with systemic risks
CONCENTRATION RISK
Session details
- Reviewing types of concentration risk
- 4th parties, geographic, internal etc…
- Aggregating data to identify critical vendors and uses across different business groups
- Balancing concentration risk with quality of vendor and controls
- Systemic impact of some vendor failures
- Limited number of core vendors providing key services
- Risk of stress events to the industry
3:30 Afternoon refreshment break and networking
RISK ASSESSMENTS & DUE DILIGENCE
Session details
- Accuracy of data received from assessments
- Validating questionnaires with objective evidence
- Continuous monitoring between questionnaires
- Developing real time risk management and control processes
- Documentation for effective collaboration with third parties
- Obtaining due diligence documentation
- Enhancing questionnaires to capture risks of remote working
Alpa Inamdar, Head of Third Party Governance Advisory, BNY Mellon
FINANCIAL HEALTH
Session details
- Approaches to accurately and effectively monitor the financial health
- Impact of COVID-19 on suppliers business model
- Ensuring critical suppliers are financially viable to survive pandemic and future events
- Contractual rights to current suppliers financials
- Trend analysis to understand financial viability
- Impact of mergers and acquisitions
BUSINESS APPETITE
Session details
- Appetite for faster approvals when onboarding
- Business accepting risk as business value is justified
- Streamlining processes to onboard critical service vendors faster
- Categorizing vendors based on risk
- Aligning processes with business objectives and appetite
- Increased demand as a result of COVID-19
Gregory Goldstein, VP, Head of Third Party Risk Management, Prudential Financial
5:45 Chairs’ closing remarks
5:55 End of day one

08:00 Breakfast and registration
08:50 Chair’s opening remarks
SYSTEM EFFICIENCY – PANEL DISCUSSION
Session details
- Building a holistic view of data and risk
- Aligning business planning with risk and due diligence processes
- Collecting good data to drive decision making
- Feeding back into risk management processes
- Leveraging data to identify level of risk each vendor exposes the business to
- Identifying inherent risk in the relationship and residual risk after controls are in place
- Developing a centralized process to track inventory
- Identifying subsidiaries and multiple uses of one company
Melissa Mellen, Officer & Department Head of Policy, Analytics & Vendor Strategy, Federal Reserve Bank of New York
David Brown, Senior Product Manager, Riskonnect, Inc.
ESG – ENVIRONMENTAL
Session details
- Developing sustainable environmental practices
- Practical application across relationships
- Reviewing third party environmental sustainability and carbon footprint
- Managing reputation risks as a result of third parties
- Incorporating climate change into strategy and current resilience programs
- Demonstrating environmental friendliness across supply chain
- Developing a climate financial risk road map
ESG – SOCIAL
Session details
- Social justice and inclusion agendas
- Managing chains from an operational, governance and compliance perspective
- Developing controls to identify a deterioration
- Measuring ESG data, metrics and scorecard
- Developing an industry scorecard to measure and compare
- Demonstrating transparency and reporting
- Monitoring for compliance with modern slavery and child labor forces
- Identifying diversity in supply chain – availability of information
Kenneth Wolckenhauer, VP, Vendor Management, Nordea Bank New York Branch
10:50 Morning refreshment break and networking
FINTECH
Session details
- Evaluating fintech third parties
- Fintech’s supplying technology with bank to committing transaction
- Developing a program for hybrid vendors
- Monitoring fintech relationships
- Exiting relationships with fintech’s if they are acquired
- Managing regulatory expectations for un-regulated institutions
George Kaniarasseril, VP, Third Party Risk Management, BNY Mellon
FINTECH CONTINUED
Session details
- How to address emerging privacy and cybersecurity risks in fintech services and technologies
- Best practices for limited use or pilot programs with fintech companies
- Developing a program for hybrid vendors
- Managing regulatory expectations for un-regulated institutions
- Contractual considerations to mitigate risk
- Identifying pitfalls in acquisitions
Erin Jane Illman, Partner and Fintech Practice Lead, Bradley Arant Boult Cummings LLP (Bradley)
Leah M. Campbell, Senior Attorney, Bradley Arant Boult Cummings LLP (Bradley)
12:30 Lunch break and luncheon roundtable discussions
1 – Alternative ways to manage TPRM programs and increasing efficiency
2 – Technology advances in TPRM
3 – Steps to build a TPRM program and third party inventory
Madiha Fatima, Director, Third Party Risk Management, Angelo Gordon
4 – Reporting to the Board – Granularity and language
5 – Managing inter entity and affiliate relationships
INNOVATION
Session details
- Increased risk with IoT home devices and remote working
- Onboarding technology related engagements
- Adapting mindsets to incorporate new technologies
- Leveraging AI to drive efficiency and effectiveness
- Developing agility to keep up with advances
- Balancing risk with opportunity
- Assessing vendors use of technology including blockchain
- Assessing vendors that manage cryptocurrency
Bassel Korkor, MD, Head of Third Party Risk, Charles Schwab
INTER-ENTITY & AFFILIATE RELATIONSHIPS
Session details
- Segmentation and application of controls based on criticality of service
- Implementing effective oversight and monitoring processes
- Regulatory approach across regions
- Identifying risk and implementing controls to manage risk
2:55 Afternoon refreshment break and networking
PRIVACY & CLOUD
Session details
- Hybrid arrangements
- Privacy laws
- The cloud
- Force majeure
- Regulatory expectations
James McPherson, Director & Counsel, Credit Agricole Corporate & Investment Bank
ON-SITE ASSESSMENTS – PANEL DISCUSSION
Session details
- Measuring risk and satisfying due diligence
- Investment vs. benefit of onsite assessments
- Consortium models for onsite due diligence
- Reliability of on-site assessment when events can change very quickly
- Regulatory expectations for on-site reviews and assessments after COVID-19
- Reviewing effectiveness of remote assessments
Olga Baldwin, Director, Vendor Risk Management, Sterling National Bank
Madiha Fatima, Director, Third Party Risk Management, Angelo Gordon
5:00 Chairs’ closing remarks and end of Congress


Olga Baldwin
Director, Vendor Risk Management
Sterling National Bank
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Olga Baldwin will be speaking at the 6th Annual Vendor and Third Party Risk USA Congress.

Jeffrey Batt
Cyber Insurance Practice Leader
M&T Bank
.
Jeffrey Batt will be speaking at the 6th Annual Vendor and Third Party Risk USA Congress.

Justin K. Boehm
Senior Manager, Third Party Risk Banking and Capital Markets Leader
EY
Justin K. Boehm will be speaking at the 6th Annual Vendor and Third Party Risk USA Congress.
![David Brown headshot[1] David Brown headshot[1]](https://cefpro.org/wp-content/uploads/2020/12/David-Brown-headshot1-1.png)
David Brown
Senior Product Manager
Riskonnect, Inc.
David Brown will be speaking at the 6th Annual Vendor and Third Party Risk USA Congress.

Leah M. Campbell
Senior Attorney
Bradley Arant Boult Cummings LLP (Bradley)
Leah M Campbell will be speaking at the 6th Annual Vendor and Third Party Risk USA Congress.

Michael Casey
Americas Head of Outsourcing and Supplier Risk
UBS
UBS
• Risk Controller 2nd LOD, Outsourcing approver, regulatory liaison, and project manager for regulatory remediation.
• Advise and provide support across the full range of risk management lifecycle activities
• Outsourcing & Supplier Risk interface to major programs, projects, and governance and resiliency forums.
Prior to UBS
• North American Practice Lead – Wipro Consulting – Business Intelligence & Information Management
• Consultant for KPMG / KPMG Consulting / BearingPoint for 10 years delivering large process improvement, compliance, and regulatory remediation projects
Certifications
• CPA
• Certified Anti Money-laundering Specialist
• Six Sigma Green Belt

Madiha Fatima
Director, Third Party Risk Management
Angelo Gordon
Madiha Fatima will be speaking at the 6th Annual Vendor and Third Party Risk USA Congress.

Erin Jane Illman
Partner and Fintech Practice Lead
Bradley Arant Boult Cummings LLP (Bradley)
Erin Jane Illman will be speaking at the 6th Annual Vendor and Third Party Risk USA Congress.

Alpa Inamdar
Head of Third Party Governance Advisory
BNY Mellon
Alpa is Head of Third Party Governance Advisory Group. Prior to this role she was head of the Americas Business Change Group within Asset Servicing, where she was responsible for the management and oversight of client implementations. She oversees the strategy and execution of cross functional transition plans for new business opportunities and high profile, complex initiatives for existing clients.
Alpa is responsible for strategic planning, organizational restructuring, client relationship management, compliance, and risk. Prior to joining BNY Mellon, Alpa served as Vice President and Chief of Staff in the Regulatory and Tax Operations division at Goldman Sachs & Company. She was a global project manager for the Federal Preparedness program. Prior to Goldman Sachs, Alpa served as Cost Allocation Specialist for Societe Generale. She led various assignments at Fluor Daniel Corporation including overseeing a Nuclear Waste clean-up project costing in excess of $5 billion and the implementation of SAP system. She has a successful track record as a leader in managing complex client relationships, risk management, and transformation.
At BNY Mellon, Alpa is a chair of the IMPACT South Asian Leadership Hub. Currently Alpa sits on the board for Pratham and Ascend Leadership. Alpa is a Steering Committee Member for Shared Assessments.
Alpa is the program creator for Women Helping Women in Finance by helping young college women jumpstart their career within financial services through mentorship and exposure to the Financial Industry. She also created a program called Take 2 with the objective to increase the success for women returning to the workplace by providing them with an opportunity to explore a new career path or reacquaint themselves with new market trends or changes in their area of expertise after an extended career break.
Alpa earned a Master of Business Administration and Bachelor of Arts in Finance from California State University.

Saqib Jamshed
MD, Model Risk Management
The OCC
Saqib Jamshed currently serves as Managing Director – Model Risk Management at the Options Clearing Corporation in Chicago. He has held senior Risk Management positions at State Street Corporation and GE Capital. Saqib spent the bulk of career at the Royal Bank of Scotland where he started out as a Programmer and then moved on to become a trader on the fund derivatives desk. He earned a Masters in Electrical Engineering from University of Michigan and an MBA from the University of Connecticut.

George Kaniarasseril
VP, Third Party Risk Management
BNY Mellon
George Kaniarasseril will be speaking at the 6th Annual Vendor and Third Party Risk USA Congress.

Bassel Korkor
MD, Head of Third Party Risk
Charles Schwab
Bassel Korkor will be speaking at the 6th Annual Vendor and Third Party Risk USA Congress.

James McPherson
Director & Counsel
Credit Agricole Corporate & Investment Bank
James McPherson is Director & Counsel at Credit Agricole Corporate and Investment Bank in New York. He is a member of the Regulatory Group and his work includes reviewing and negotiating a broad range of commercial agreements for the Bank, including contracts for a variety of technology and trading related services. He also participates in various steering committees related to the procurement and ongoing monitoring of the Bank’s various service providers and outsourcing initiatives, including the Bank’s Vendor Management Committee.

Melissa Mellen
Officer & Department Head of Policy, Analytics & Vendor Strategy
Federal Reserve Bank of New York
Melissa J. Mellen is an Officer within Procurement Value Management, leading the Policy, Analytics, & Vendor Strategy team. In this capacity, Melissa is responsible for overseeing Procurement Policy related compliance, and advisory client driven services. She also manages the Federal Reserve Bank of New York’s Vendor Management, and Supplier Diversity Program.
Prior to joining the Federal Reserve Bank of New York, Ms. Mellen spent fifteen years in the private sector, focused on Procurement, Supplier Diversity and Vendor Risk Management for firms such as: MUFG Union Bank, JP Morgan Chase, OppenheimerFunds, and Mizuho Bank, Ltd.
Ms. Mellen received her bachelor’s degree in Philosophy from SUNY Albany and holds an MBA with a concentration in Risk Management from Saint Peter’s University. She earned a Professional Certificate in Diversity & Inclusion from Cornell University. Melissa is currently a Doctoral Candidate at Pace University, with a focus in Consumer Psychology and Marketing.
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Melissa lives in Hoboken New Jersey with her husband Kevin, and Pitbull puppy Viggo. She is a certified yoga instructor affiliated with both the Dharma Yoga Center of New York City, as well as National Yoga Alliance.

Roxane Romulus
Director, Third Party Risk Management
Voya Financial
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Admired for the ability to design 3rd party risk programs scaling to various organizational needs, Roxane Romulus is a dependable 3rd party risk management executive with a track record that outlines implementing best practices to mitigate risks, create better work processes for internal partners, and design innovative 3rd party risk management programs preventing organizational stagnation.
She strives to improve the lives of others on and off the clock by inspiring the next generation of women to follow their dreams.
While working for Voya Financial, Roxane primarily focuses on managing the Voya’s 3rd Party Risk Governance & Assessment Program, which encompassed the strategy framework fit-to-purpose and systems for studying and supervising 3rd party risk exposures. During her time here, she has led the Enterprise TPRM Business Resilience Working Group to manage offshore 3rd party risks responding to COVID, set the baseline due diligence requirements for Financial Viability, Reputational, and Country Risk, and outlined an interim and continuous monitoring approach for initiating forward-looking high-risk 3rd party financial reviews due to COVID-19.

Brian Shaw
Third Party Risk
Coupa
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Brian has worked in business process automation targeting risk and compliance for over 25 years, supporting hundreds of fortune 500 and mid-market firms across all industries. In recent years Brian has focused heavily on the Financial Services Industry in the areas of Master Data Management, Know your Customer (KYC) and Third-Party Risk, Compliance and Performance solutions. At Coupa, Brian serves as Third Party Management subject matter expert for all financial services industry efforts, supporting over 150 field reps and solution consultants.

Ryan Spelman
Senior Manager
CyberClarity 360
Ryan Spelman will be speaking at the 6th Annual Vendor and Third Party Risk USA Congress.

Preety Tulsian
Head of TPRM
Scotiabank
Preety Tulsian will be speaking at the 6th Annual Vendor and Third Party Risk USA Congress.

Olga Voytenko
MD, Third Party Risk Management,
State Street
Olga Voytenko will be speaking at the 6th Annual Vendor and Third Party Risk USA Congress.

Kenneth Wolckenhauer
VP, Vendor Management
Nordea Bank New York Branch
Kenneth Wolckenhauer will be speaking at the 6th Annual Vendor and Third Party Risk USA Congress.

WHY SHOULD YOU ATTEND A CEFPRO CONFERENCE?
HEAR FROM PAST ATTENDEES AND SPEAKERS…

PANEL DISCUSSIONS
Interactive panel discussions are designed to include attendees by running a live Q&A throughout the session

PRESENTATIONS
Hear industry experts provide detailed insights on a range of vendor risk issues, challenges and opportunities

NETWORKING BREAKS
Networking opportunities including breakfast, lunch and refreshment breaks on both days, access to all streams and sessions.

MEET THE SPEAKERS
Continue discussions beyond the auditorium and interact with speakers and attendees after their session.


Archer, an RSA company, is a leader in providing integrated risk management solutions that enable customers to improve strategic decision making and operational resiliency. As true pioneers in GRC software, Archer remains solely dedicated to helping customers understand risk holistically by engaging stakeholders, leveraging a modern platform that spans key domains of risk and supports analysis driven by both business and IT impacts. The Archer customer base represents one of the largest pure risk management communities globally, with over 1,500 deployments including more than 90 of the Fortune 100.
Grant Thornton LLP is the U.S. member firm of Grant Thornton International Ltd, one of the world’s leading organizations of independent audit, tax and advisory firms. Operating in more than 50 U.S. offices, we offer a broad range of services in strategy and consulting, operations, technology and more across various industries. We have the experience and expertise to help our clients move forward in an evolving business environment.
Ncontracts is the leading provider of solutions that help banks, credit unions and mortgage lenders assess, manage, and mitigate the complete lifecycle of risk. From internal threats like employee devices and work from home policies, to external threats like vendors and contract management, Ncontracts and our integrated risk management solutions provide clients with actionable insights on their contracts, alert notifications, and compliance services.

When you need to understand the companies in your ecosystem, you’ll benefit from a certain approach. With comprehensive global coverage, the richest source of beneficial ownership data available, plus information on PEPs and sanctions, we are the resource for compliance and onboarding checks. Our Orbis database has information on over 400 million companies worldwide and was named “Best Data Solutions for KYC” the past two years. Request a free trial at bvdinfo.com to see how we can help you mitigate risk.
At EY, we’re dedicated to helping organizations solve their toughest challenges and realize their greatest ambitions – from start-ups to Fortune 500 companies – and the work we do with them is as varied as they are. Through our four service lines — Assurance, Consulting, Strategy and Transactions, and Tax — we help our clients capitalize on transformative opportunities. We also help them fulfill regulatory requirements, keep investors informed and meet the needs of all of their stakeholders. And in a fast-changing world, we give them the support they need to be effective today and create long-term value for tomorrow.
Prevalent is helping global organizations manage and monitor the security threats and risks associated with third and fourth party vendors. Prevalent introduced the only unified platform for Third Party Risk Management and the first vendor evidence sharing portal that enables collaboration between both enterprises and vendors.
Riskonnect is the leading global integrated risk management solution provider that enables organizations to anticipate and manage strategic and operational risks across the extended enterprise. Its unique, holistic approach to integrated risk serves more than 900 companies across 6 continents. Riskonnect has operations in the Americas, Europe and Asia, employing more than 500 risk management experts.
Supply Wisdom is transforming the supply chain and third-party risk management space globally. Supply Wisdom solutions automate risk management for enterprises and deliver continuous third-party and location risk intelligence, risk monitoring and risk actions across the widest risk aperture to minimize the risks of disruption facing their business, supply chains and third parties.
For more information, visit www.supplywisdom.com and follow us on https://www.linkedin.com/company/supplywisdom


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CAN YOUR ORGANIZATION CONTRIBUTE?
Please contact the Center for Financial Professionals today to discuss how we can deliver your thought-leadership at the event, help you generate leads, and provide you with unique networking and branding opportunities. For more information on what we can offer, please contact [email protected] or call us on +1 888 677 7007 where a member of the team will be happy to tailor the right package for you.

Crowne Plaza Times Square Manhattan
1605 Broadway, New York,
NY 10019, United States
We have secured a rate of $349++ per night for the evenings of 10.06 and 10.07 located at the venue the Crowne Plaza Times Square Manhattan. To book your room now, please use the below secure link or click here: https://book.passkey.com/e/50202074
Please note that this rate will expire on September 20 2021 and we only have a limited number of rooms, therefore we suggest your booking sooner rather than later to avoid disappointment.

Yes, the Center for Financial Professionals are happy to discuss speaking opportunities at the Vendor & Third Party USA Congress. For further information on this please contact [email protected] or call us on +1 888 677 7007.
Business attire is requested. The Congress is a formal opportunity to network with like-minded professionals and to gain knowledge from the industry’s finest risk management experts.
We offer incentives for ‘early bird’ registrants of the Congress, as outlined on our pricing structure. Registration includes breakfast, refreshment breaks, lunches, the cocktail reception at the end of the day, full access to the sessions and exhibition area. Presentations from sessions are also available, subject to speaker approval.
All registered attendees will receive an email with access to documentation and speaker presentations after the Congress* We will work with our presenters to include as many presentations as possible on our App during the Congress. *Please note that our speakers often have to gain permission from their relevant compliance departments to release their presentations. On rare occasions compliance may not allow presentations to be distributed.
Yes. As with all of our events the Center for Financial Professionals will be providing brilliant coffee, breakfast, lunch, refreshments, and smaller bites during the networking breaks.
There are ample opportunities for networking and interaction throughout the Congress, such as
- Breakfast, lunch and refreshment breaks
- Cocktail reception at the end of the day (Subject to confirmation)
- Q&A, panel discussions and audience participation technology available through the App
Yes there are plenty of opportunities for the Center for Financial Professionals to share thought-leadership to the attendees of Vendor & Third Party USA Congress and our wider risk professionals community. At the event we can distribute your material to the attendees, offer you an exhibition booth, and provide speaking opportunities so that you may enjoy a more prominent presence at the Congress. Visit the Sponsor tab for further information or contact [email protected] / +1 888 677 7007.
Yes. As part of a media partnership we can offer a variety of options to increase the branding and awareness of your association, company, certificate, publication or media. We are flexible with what we can offer however we usually:
- Provide a discounted rate to attend
- Place your logo and profile on the Congress website
- Place your logo on promotional content where applicable
- Distribute your media/marketing at the Congress
- Promote through social media channels
To discuss this further please contact [email protected] or call +1 888 677 7007
If you are unable to attend the Congress due to national/COVID restrictions, CeFPro would be more than happy to offer you a refund, credit note or the option to transfer the ticket to a colleague who is able to attend.

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COVID Assurance Policy
If you are unable to attend the Summit due to national/COVID restrictions, CeFPro would be more than happy to offer you a refund, credit note or the option to transfer the ticket to a colleague who is able to attend.


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