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Vendor Contract Lifecycle Management: Risk, Compliance, Securing, Terminating & More Webinar
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Vendor Contract Lifecycle Management: Risk, Compliance, Securing, Terminating & More Webinar

3/18/2014

When: Archive only
Where: In Your Credit Union
  
Contact:
Kristina Kirchmer

Registration Information
Online registration is available until: 9/30/2014
Details

Overview:
Credit unions use a wide array of vendors to perform daily services.  Managing vendor relationships is becoming more difficult and regulators are placing more emphasis on the security of member information and the potential risk of vendor nonperformance.  Every credit union is now required to maintain a written vendor-management program.  This webinar will thoroughly explain the elements of an effective vendor-management program, including risk assessment, due diligence when selecting vendors, contract review and structuring, vendor monitoring, and termination.  It will also address your credit union’s potential liability for the vendor’s performance and the relevant accounting rules.

HIGHLIGHTS:

  • Regulator expectations of the credit union’s vendor compliance management program
  • Assessing risks imposed by the vendor relationship
  • Due diligence process in selecting the vendor
  • Contract negotiation:  what terms should be included and the things to avoid
  • Effective, ongoing monitoring and evaluation of the vendor
  • TAKE-AWAY TOOLKIT
    • Sample questionnaire to use for ongoing vendor monitoring
    • Sample form for terminating a vendor relationship
    • Employee training log
    • Quiz you can administer to measure staff learning and a separate answer key

Attendance verification for CE credits provided upon request.

WHO SHOULD ATTEND?
This informative session will benefit any staff responsible for vendor or other third-party contracts, such as compliance officers, operations personnel, attorneys, and management.

ABOUT THE PRESENTER – Elizabeth Fast, JD, CPA, Spencer Fane Britt & Browne LLP
Elizabeth Fast is a partner with Spencer Fane Britt & Browne LLP where she specializes in the representation of financial institutions.  Elizabeth is the head of the firm’s training division.  She received her law degree from the University of Kansas and her undergraduate degree from Pittsburg State University.  In addition, she has a Master of Business Administration degree and she is a Certified Public Accountant.  Before joining Spencer Fane, she was General Counsel, Senior Vice President, and Corporate Secretary of a $9 billion bank with more than 130 branches, where she managed all legal, regulatory, and compliance functions.  She is a member of the Missouri State Banking Board by appointment of the Governor.

 

Educational Investment:

Asset Size Archive Only
Over $75 million


$159

$25 - $75 million


$139

Under $25 million


$79


Education Scholarship

Scholarships are available for all KCUA education events. Scholarships pay 100% of registration fee for credit unions under $25M, 50% for credit unions between $25-$75M and 25% for credit unions over $75M.

APPLY TODAY!

  


Upon registration, you will receive an email confirmation that you can print for your records.



  

 
 

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