Virtual Vendor Due Diligence Site Visits 


virtual vendor due diligence site visitsPresenters: Mike Morris, Wipfli and Mary Beth Marchione, Wipfli

Do you have a high-risk or critical vendor that will not or cannot provide due diligence documentation? Are you wondering how to perform ongoing due diligence of this vendor, especially given the pandemic which has made obtaining due diligence that much more challenging? The answer may be a virtual site visit.

On-site visits may be on hold, but the industry has found alternatives. There are ways to still verify that your vendors are doing what they say and ensure they are meeting your organization’s expectations and are regulatory compliant.

View now to learn:

  • What's happening in the industry
  • On-site visit alternatives 
  • Virtual site visits and when they're appropriate (and necessary) 
  • How to scope and conduct virtual site visits
  • How to prepare for a virtual site visit (what happens before, during and after)
  • Sample virtual site visit questions
Mike_Morris_headshot_circle_300 Mary Beth Marchione PKM circle 150

Mike Morris

Mary Beth Marchione
RAS Senior Manager

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venminder cpe credit eventCPE CREDIT ELIGIBILITY

This session is eligible for 1 CPE Credit for participating in the LIVE event. CPE Credit will be issued upon completion of all polling questions and the post-event survey and offered within 5-7 business days.


Field of Study: Specialized Knowledge
Each Program Level: Basic
Prerequisites: None
Who Should Attend: CEOs, CFOs, Compliance, Risk, 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.

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 boards 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: www.nasbaregistry.org 
Sponsorship Identification Number: 140591