Vendor Due Diligence & Effective Vendor Management Programs
Date: November 15, 2012
Time: 2:00 PM- 3:30 PM CST
Registration Options:
Live Webinar- $200
The LIVE WEBINAR
option allows you to have one telephone connection for the audio
portion and one Internet connection (from a single computer terminal) to
view online visuals as the presentation is delivered. You may have as
many people as you like listen from your office speaker phone.
Registrants receive a toll-free number and pass code that will allow
entrance to the seminar. The session will be approximately 90 minutes,
including question and answer sessions. Seminar materials, including
instructions, pin number, and handouts will be emailed to you prior to
the broadcast. You will need the most current version of Adobe Reader
available free at www.adobe.com.
On Demand Web Link & CD- $200
Can’t attend the live webinar? The ON-DEMAND WEB LINK
is a recording of the live event including audio, visuals, and
handouts. We even provide the presenter’s email address so you may ask
follow-up questions. Approximately 1 week prior to the webinar, you
will receive an email with the web link. This web link can be viewed
anytime 24/7, beginning 6 business days AFTER the webinar and will
expire 6 months after the live program date. But there's more . . . AS
AN ADDED BONUS, you will also receive a FREE audio/visual CD ROM.* The
CD ROM includes the original audio/visual presentation, the question and
answer sessions, and the handouts. Use the on-demand link or this
“off-the-shelf” training program for those that could not attend the
live seminar and for future training.
Live Webinar & On-Demand Web Link (INCLUDES FREE CD-ROM)- $250
Includes options 1 and 2 above
Special Registration Option for member credit unions under $20 million-$169
On-demand link only (does not include CD or live webinar)
About:
Vendor management continues to be a high-priority operational and regulatory issue. Recently, a credit union allowed a bad vendor to pull them underwater. Every credit union entrusts some of its most-sensitive member information, financial resources, and core business processes to third-party vendors. However, if something goes wrong in a third-party relationship, the credit union still gets the blame.
Make sure your credit union is getting the most from your vendors while satisfying increased examination scrutiny. This webinar will examine both the technical and practical sides of third-party contractual relationships. From selecting the best available vendor, to identifying integration issues, to getting the most return from your investment, this presentation examines the regulatory requirements for managing third-party relationships and the operational details of creating an effective vendor-management program.
HIGHLIGHTS
> Leveraging NCUA guidance on evaluation of third-party relationships
> Effective planning for third-party arrangements
> Maximizing the return on outsourced relationships
> Essential elements of vendor due diligence
> Creating solid staff oversight and quality control over third-party vendors
*To register for this webinar, click here.
For more information, please contact Carrie Buchholz at:
(P) 405.702.8622 ext. 215
(E) carrie@cuaok.org
Speakers | |
| Reed, David | |
|
Attorney, author, consultant, and nationally-recognized speaker, David Reed is a partner in the law firm of Reed and Jolly, PLLC. He provides guidance to credit unions on establishment and revision of policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters, and corporate governance. His engaging speaking style has made him a nationwide lecturer on regulatory compliance, consumer lending, bankruptcy, and collections. A former trial attorney and vice president and general counsel of a large credit union, David is particularly known as an expert in the areas of credit union operations, bankruptcy, and collections. He has trained state and federal examination staff on numerous issues, including BSA, ID theft red flags, SAFE Act, third-party contract management, and bankruptcy. He also serves as editor of several industry manuals including Collections Manual for Credit Unions and Bankruptcy Guide for Credit Unions. | |