Implementing a Comprehensive Vendor Management and Oversight Program

Why Should You Attend:

Vendor Management is an emerging need for many companies, and is also an area of increased focus by auditors and regulatory agencies. Institutions are now expected to more precisely manage the vendor and other third party relationships in an attempt to ensure that all services are delivered to the same standard of expectations. The most critical areas focus on the identification of the need for additional third-party services, development and adoption of the Vendor Management and Oversight Policy, the selection of qualified vendors (including the development of the Request for Proposal and bid process), the contract development and award, ongoing review, and nondisclosure and confidentiality concerns.

Areas Covered in the seminar:

• The importance of an effective Vendor Management and Oversight program
• The role of third party and vendor services
• Designing a comprehensive Vendor Management and Oversight Policy
• Developing a Vendor Management and Oversight Request for Proposal (RFP)
• A discussion of Vendor contracts and nondisclosure agreements

Who Will Benefit:

This webinar will provide valuable assistance to all regulated companies that utilize third party vendors that provide products or services to the companies or to the customers or clients of those companies. Management across all industries is tasked with the vendor management and oversight process, and this webinar will assist them in the development of related policies, Request for Proposals, and Contracts

• Management who develop policies and procedures
• Auditors who review the policies and procedures
• Third party service providers and vendor who will be expected to complete the RFPs
• Consultants

Instructor Profile:

Deborah Donaldson, is President and CEO of Alpha-Numeric Consulting, LLC, a national consulting firm that specializes in audit program preparation, audit work, risk management, profitability, and continuing education in related areas. She is a nationally known speaker and educator, and regularly participates in webinars, seminars, roundtables, and industry forums. She is also a published author of both fiction and nonfiction. Ms. Donaldson has more than 18 years of experience, with concentrations in audit (investments, loans, deposits, trust, branch operations, IT, etc), risk management, and profitability. She is currently serving on the internal audit committee of the Financial Manager’s Society, and is a member of The Institute of Internal Auditors.

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