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Shared Assessments at RSA: Controlling More with Less Networking Event and Information Session

RSA Conference 2009 / Expo
San Francisco, CA

Network and learn about the latest in IT vendor management at RSA! At this event, members of the Shared Assessment Programs, along with The Santa Fe Group Senior Vice President Michele Edson, will talk about how to streamline the vendor assessment process, do more with less and save money during a very challenging economy. Learn about our new, streamlined assessment tools and how Shared Assessments is being used internationally and across other industries. Complimentary Expo-Only passes are available for those not attending the conference. For more information or to request attendance, please contact Michele Edson.

Achieving Optimal Results from Your Fraud Practice (FREE)

Presenters: Steve Solberg, Fraud Product Owner, Fortent; Tim McGrath, Lead Consultant in the Solutions Management Practice, Fair Isaac; Robert Jones, Senior Consultant, The Santa Fe Group; and Michelle Thiel, Director of Compliance, LexisNexis
Date: April 21, 2009
Time: 2:00–3:30pm ET
Cost: FREE Listen Now

Banks are taking unprecedented measures to reduce expenses. At the same time, fraud risks are increasing as organized criminals become more sophisticated and targeted, and changes in payment systems create new risks. Executive support for intelligent, ongoing investments in fraud technology solutions is more important than ever, but with so many competing priorities, how do you convince executives of the need?

Vendor Management: Considerations Beyond Control Assessments

Presenter: Charlie Miller, Senior Consultant, The Santa Fe Group, Former Vendor Governance Director at Merrill Lynch
Date: April 16, 2009
Time: 11:00am-12:00pm ET
Cost: $149 Register Now

These are trying times for businesses. Each staff member is being asked to do more with less. Outsourcing has never looked more financially attractive, but programs are increasingly under the regulatory microscope. This session will cover financial services vendor management processes from end to end, highlighting the essential elements that must be considered in any program, including how the Shared Assessments Program can help you meet regulatory requirements and increase efficiencies.

Shared Assessments Best Practices Case Study

Presenters: Ken Peterson, CEO and President, Churchill Harriman and Jim Routh, CISO, The Depository Trust and Clearing Corporation
Date: March 24, 2009
Time: 11am-12pm ET
Cost: $149 Purchase Webinar Now

This case study webinar will be led by top executives at two Shared Assessments Program member firms: The Depository Trust &Clearing Corporation, a financial institution member, and Churchill & Harriman, an assessment firm. Designed to provide real-life recommendations you can apply in your organization, our speaker presentations will focus on how your company can learn from their experiences, saving money and time by streamlining the vendor assessment process through the Shared Assessments Program.

Beyond Compliance: Putting Together a Ready Response Team

Presenters: The Santa Fe Group consultants Peter J. Baldassaro, Edward J. Potter, and Jodi Pratt
Date: November 12, 2008
Time: 1 hour
Cost: $195.00 Purchase Webinar Now

The Santa Fe Group consultants Peter J. Baldassaro, Edward J. Potter, and Jodi Pratt, authors of the white paper Beyond Compliance, Integrating New Regulations into Your Risk Management Practice, discuss how your organization can go beyond compliance and use the “Risk Management Ready Response” process to optimize your human, technology and fraud management resources. We’ll show you some of the best ways to not only meet the red flags rule, but to respond efficiently and effectively to all future risk management regulatory changes. This webinar was recorded on November 12, 2008

The 7th Annual BITS/American Banker Financial Services Outsourcing Conference Presented by The Santa Fe Group

Westin Alexandria
Alexandria, VA

Once again, BITS, American Banker and The Santa Fe Group will join forces this fall to bring you the nation’s premier financial services outsourcing event. Don’t miss your chance to join leading financial services executives, service providers and regulators at this exciting event. Our speakers and topics will be announced soon. For more information, contact Susanna Space.

The Santa Fe Group Mobile Financial Services Forum

The Biltmore Hotel
Providence, Rhode Island

The Santa Fe Group Mobile Financial Services Forum is a day-and-a-half event focused on mobile financial services, including opportunities and challenges in mobile financial services, mobile standards, innovation, business models, and regulatory and legislative issues. Our program will bring together a diverse group of “the best of the best” in financial services, telecommunications, compliance, and government, along with analysts, attorneys and others to parse stubborn challenges and better understand mobile opportunities. For more information, please contact Robin Slade

Shared Assessments Summit 2008

Ritz-Carlton Philadelphia
Philadelphia, PA

The Shared Assessments Summit 2008 is a day-and-a-half event focused on the Financial Institution Shared Assessments Program, with speakers and attendees from financial institutions, service providers, regulatory agencies and other stakeholders. Donald Monks, Vice Chairman at The Bank of New York Mellon, will keynote this day-and-half event. We’ll discuss how companies can get involved in Shared Assessments and how members can move adoption to the next level in their organizations. We’ll discuss the program in the context of vendor management and security trends, hot topics, challenges and solutions in financial services IT outsourcing today. Don’t miss your chance to learn and network with leaders in financial services IT vendor management. Sponsorship opportunities are available. For more information, contact Michele Edson.

Shared Assessments at RSA: The Future of IT Vendor Management Networking Event and Information Session

RSA Conference 2008 / Expo
San Francisco, CA

Network and learn about the latest in IT vendor management at RSA! At this free event, members of the Shared Assessments Program, along with Santa Fe Group Chairman and CEO Catherine A. Allen, will talk about the future of vendor management and new developments in the financial services industry’s most innovative program for streamlining the IT outsourcing security assessment process. Learn about our new, streamlined assessment tools and how Shared Assessments are being used internationally. Complimentary Expo-Only passes are available for those not attending the conference. To register for the Conference or the Expo, go here. For more information, contact Michele Edson.

BEYOND COMPLIANCE: An Enterprise Approach to Operational Risk

Biltmore Hotel, Providence, RI
Keynote Speakers:
Eugene Ludwig, Chairman of the Board, The Promontory Group
Richard Reese, Chairman and CEO, Iron Mountain
With Special Guest Richard Levick, President and CEO, Levick Communications

Today’s practitioners know that operational risk management is far broader than Basel II. Risk managers must be educated in a range of issues, including compliance costs, technology, best practices, and regulatory interface. Beyond Compliance brings together “the best of the best” in financial services operational risk management, compliance, and government, along with analysts, consultants, attorneys and others. We’ll talk about the greatest challenges in financial services operational risk and explore strategic solutions to those challenges. Our view will be holistic, with diverse speakers and a broad perspective. We’ll focus on the issues financial institutions are facing now with an eye toward the future. Dynamic speakers and facilitators will keep the conversation lively and stimulating. Our goal will be to continue the conversation long after the event has finished.

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