3 Days. 6 Sessions. 4 Experts. Earn CPE Credits.

event-landing-vendor-management-bootcamp.pngThere is ever increasing focus by regulators and expectations by your board around vendor risk to ensure your institution maintains an effective third party management program.

Join us and Porter Keadle Moore (PKM) for our vendor management bootcamp session where we will show you “how” to accomplish some of the most challenging vendor management tasks. 


  • 1pm-2pm EDT: An Auditor's Perspective In Vendor Management
    We will review common mistakes as well as practical tips for solid vendor management practices from an auditor's perspective. Starting with what vendors really need to be reviewed, all the way through the documentation piece to discuss the most prevalent issues we are seeing in today's environment. 
                                                                                                                                                        By Mike Morris and Mary Beth Marchione, PKM

  • 2pm-3pm EDT: Vendor Risk Assessment Workshop
    We will walk you through a risk assessment questionnaire and guide you in how to think about your answers.                                                                                                                                                     By Branan Cooper, Venminder 


  • 1pm-2pm EDT: Critical Vendor Workshop: 
    Learn the process of  how to clearly define and identify all of your critical vendors.  
                                                                                                                                                        By Dana Bowers and Branan Cooper, Venminder 
  • 2pm-3pm EDT: Defining Proper Vendor Due Diligence Requirements: 
    Learn what the regulatory guidance calls for in due diligence, the common pitfalls of document gathering, best practices in creating a risk based program, misconceptions and how to clear the “we’ve never been asked this before” hurdle. 
                                                                                                                                                        By Branan Cooper, Venminder 


  • 1pm-2pm EDT: Writing Effective Vendor Management Policy and Program Documents
    Your Policy is your playbook that informs everyone in the organization of your plan to address third party risk. Your Program supports your Policy. During this session, we will take you through the key items you need to know in creating one of your own.  
                                                                                                                                                        By Branan Cooper, Venminder 
  • 2pm-3pm EDT: Understanding and Dissecting a Vendor SOC Audit Report
    We will walk you through the key components in SOC audit reports and the impact they have on your institution. By the end of this discussion, you will know how to approach the review of a SOC report including identifying key systems described within the report, control considerations and evaluating the risk of exception items.
                                                                                                                                                      By Mary Beth Marchione, PKM


Dana_Bowers_2017_square.jpg Branan_Cooper_2017_square.jpg MikeMorris-PKM.jpg Mary Beth Marchione PKM.jpg

Dana Bowers

Branan Cooper
Chief Risk Officer

Mike Morris
Porter Keadle Moore

Mary Beth Marchione
Systems Manager
Porter Keadle Moore


NASBA_CPERegistry_logo_blue.jpgCPE Credit Eligibility
Each session was eligible for 1 CPE Credit. Up to 6 CPE Credits could be earned for participating in the entire LIVE event. CPE Credits will be issued upon completion of all polling questions and the post-event survey and offered within 5-7 business days.

Sponsorship Identification Number: 140591

More Event Information
Field of Study: Specialized Knowledge
Each Program Level: Basic
Prerequisites: None
Who Shoud Attend: CEOs, CFOs, Compliance Directors, Risk Directors, BOD, Vendor Management, CPAs 
Advanced Preparation: None
Delivery Method: Group Internet Based
Refunds: This is a free event.
Cancellations: In the event that this session would need to be cancelled, you will be personally contacted and registered for the rescheduled event.
Concerns: For more information regarding administrative policies such as complaints, please contact our offices at 270-506-5140.


Thank you to our event partner

PKM Logo.png

Venminder is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor on continuing professional education on the National Registry of CPE Sponsors. State bards of accountancy have the final authority on the acceptance of individual courses for CPE Credit. Compliance regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:

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