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Session Information Coming Soon! Track 1: Anchoring TPRM Essentials & Best Practices Tuesday, April 8, 2025 2:10 PM - 3:00 PM Atlantic Ballroom 1 SESSION DESCRIPTION SPEAKERS Previous Next

Ryan Bradford, Former VP, Strategic Sourcing, formerly with The New York Times From Silos to Synergy: Partnering with Procurement while Streamlining Risk Track 2: Fortifying the Shoreline (Operational Risk & Resilience) Tuesday, April 8, 2025 4:10 PM - 5:00 PM Atlantic Ballroom 2 SESSION DESCRIPTION Is there a better way to collaborate with Procurement while simplifying the TPRM process? If that is a struggle at your organization, join this session to hear a procurement leader’s perspective on how to foster collaboration with procurement, streamline vendor risk management, improve the internal and supplier experience, and make… Show More SPEAKERS Previous Next

Rob Sheehan, Centers for Medicare & Medicaid Services Risk Assessment Techniques Identifying and Evaluating Third-Party Risks Track 1: Anchoring TPRM Essentials & Best Practices Wednesday, April 9, 2025 2:10 PM - 3:00 PM Atlantic Ballroom 1 SESSION DESCRIPTION While there's no "one size fits all" approach to a risk assessment, there are fundamental principles to consider that are applicable regardless of your industry. SPEAKERS Robert Sheehan SCRM Lead Center for Medicare and Medicaid Services Robert Sheehan is the Supply Chain Risk Management (SCRM) Program Lead for the Centers for Medicare and Medicaid Services (CMS). He believes in bridging the gaps between security, intelligence, logistics and acquisitions, while enabling and supporting agencies to perform their mission without fail. Within his role, Robert is responsible for establishing the agency’s program of systematically managing acquisition risks, identifying vulnerabilities and threats throughout the supply chain, and navigating and… Show More Previous Next

Bob Maley, Chief Security Officer, Black Kite Steering Through Uncharted Waters: How Agile AI Governance and Ethical Frameworks Can Enhance Third-Party Risk Management (TPRM) Track 3: Surfing the Waves of Innovation & Automation Wednesday, April 9, 2025 10:00 AM - 10:50 AM Atlantic Ballroom 3 SESSION DESCRIPTION In today's interconnected world, third-party risk management (TPRM) must evolve to address the increasing complexities of artificial intelligence (AI) in the supply chain. As AI becomes embedded in third-party services, the risks associated with it—data misuse, ethical violations, and compliance failures—can have significant impacts on organizations. This presentation will focus… Show More SPEAKERS Bob Maley Chief Security Officer Black Kite Bob Maley, Inventor, CISO, Author, Futurist, and OODA Loop fanatic, is currently the Chief Security Officer at Black Kite, a technology company that specializes in cybersecurity intelligence gathering and analysis. Before, he was the Global Head of Third Party Security at Paypal and the first Chief Information Security Officer for the Commonwealth of Pennsylvania. Previous Next

Session Information Coming Soon! Track 2: Fortifying the Shoreline (Operational Risk & Resilience) Tuesday, April 8, 2025 10:00 AM - 10:50 AM Atlantic Ballroom 2 SESSION DESCRIPTION SPEAKERS Previous Next

Jodi Daniels, CEO & Privacy Consultant, Red Clover Advisors Essentials for Effective Third-Party Risk Management Track 4: Charting the Course (Regulation & Compliance) Tuesday, April 8, 2025 10:00 AM - 10:50 AM Tides 1 & 2 SESSION DESCRIPTION In today’s complex regulatory environment, managing third-party risk requires a strong understanding of privacy principles. This session will cover the core privacy essentials every third-party risk management professional needs to know, including how privacy laws impact vendor relationships, best practices for integrating privacy into risk assessments, and strategies for maintaining… Show More SPEAKERS Jodi Daniels CEO & Privacy Consultant Red Clover Advisors Jodi Daniels is Founder and CEO of Red Clover Advisors, a privacy consultancy, that integrates data privacy strategy and compliance into a flexible, scalable approach that simplifies complex privacy challenges. A Certified Information Privacy Professional, Jodi brings over 25 years of experience in privacy, marketing, strategy, and finance across diverse sectors, working and supporting startups to Fortune 500 companies. Jodi Daniels is a national keynote speaker, host of the top… Show More Previous Next

Chris Paterson, OneTrust Operational Resiliency: Best Practices to Enhance Your Program & Ensure Regulatory Compliance Track 4: Charting the Course (Regulation & Compliance) Tuesday, April 8, 2025 4:10 PM - 5:00 PM Tides 1 & 2 SESSION DESCRIPTION Amidst growing regulatory pressure, a rapidly evolving threat landscape, and a global uptick in third-party risk and AI governance, resiliency has never been more top of mind for TPRM programs. As DORA, NIS2 and other regulations come into effect, organizations across verticals and geographies are actively prioritizing their digital operational… Show More SPEAKERS Previous Next

Industry Roundtable: Technology & FinTech Track 4: Charting the Course (Regulation & Compliance) Tuesday, April 8, 2025 1:00 PM - 1:50 PM Tides 1 & 2 SESSION DESCRIPTION Navigating Uncharted Waters: A Technology & FinTech Roundtable on TPRM Ahoy, Technology trailblazers and FinTech adventurers! Join us on the open seas for a roundtable where Technology and FinTech experts converge to discuss the unique third-party risk management challenges facing your industries. Together, we’ll explore the complexities of data privacy,… Show More SPEAKERS Previous Next

Kelly Felder Senior Analyst, Third Party Risk Management Trane Technologies Roundtable: Incident Response Track 2: Fortifying the Shoreline (Operational Risk & Resilience) Wednesday, April 9, 2025 1:00 PM - 1:50 PM Atlantic Ballroom 2 SESSION DESCRIPTION Battling the Storm: An Industry Roundtable on Incident Response Ahoy, defenders of the realm! Join us for a roundtable dedicated to incident response in third-party risk management. In this session, we’ll dive into tales of daring recoveries, swift countermeasures, and lessons learned from past attacks. Discuss strategies for detecting threats… Show More SPEAKERS Previous Next

Rafael DeLeon, SVP, Industry Engagement, Ncontracts New Rules and Lawsuits and AI...Oh My! Dealing with Change Management Track 4: Charting the Course (Regulation & Compliance) Tuesday, April 8, 2025 2:10 PM - 3:00 PM Tides 1 & 2 SESSION DESCRIPTION New rules keep coming and many – including some already in effect – are facing legal challenges. Meanwhile, artificial intelligence is upending how the world does business. What’s a compliance officer to do? Join us for a panel discussion focused on how community banks can successfully manage change, including rapid… Show More SPEAKERS Chinyere Watson Lead Third Party Risk Expert - Content and Education Venminder an NContracts Company Chinyere Watson is a seasoned third-party risk professional with extensive experience in regulatory risk management for financial institutions. As the Third-Party Risk Expert for Ncontracts, she advises on the compliance and effectiveness of products with the latest regulatory requirements. She has a proven track record of overseeing compliance and risk management for third-party services across various sectors, including affiliate relationships, IT, marketing, and insurance. With over 20 years of experience,… Show More Rafael DeLeon SVP, Industry Engagement Venminder, an Ncontracts Company Rafael E. DeLeon is a vibrant spokesperson with a wealth of knowledge on risk management, governance, and regulatory compliance for financial institutions. In addition to handling educational initiatives, thought leadership, and outreach to regulators, industry leaders, and association partners for Ncontracts, Mr. DeLeon is on the Board of Directors of MainStreet Bancshares, Inc., parent company of MainStreet Bank in Fairfax, Virginia. Before joining Ncontracts, Mr. DeLeon completed a successful career… Show More Previous Next

Mark Ewert, Director, Vendor Management, Penn National Insurance Navigating the Insurance Waters Track 4: Charting the Course (Regulation & Compliance) Wednesday, April 9, 2025 11:00 AM - 11:50 AM Tides 1 & 2 SESSION DESCRIPTION Third party insurance related best practices. The conversation will include a discussion of: Types of insurance coverages and Minimum Limits Reviewing a certificate of insurance AM Best Ratings Insurance Tracking Best Practices SPEAKERS Mark Ewert Director, Vendor Management Penn National Insurance President and Secretary of Partners Mutual Insurance Company. He joined the company full-time in 1994 as Manager-Human Relations, Product Analysis, and Home Office Services. He was elected to the position of Secretary in 1999 and was elected to his current position of Executive Vice President effective January 1, 2002. Mark served as Treasurer from January 2014 to May 2015. The Secretary duties were returned to Mark in May 2015. Mark… Show More Mary Granville Sr. Client Service Manager Arthur J Gallagher & Co (AJG) Joined Gallagher in 2022 | Started in Insurance in 2005 Mary brings prior client service and leadership experience, coupled with her drive and passion to help protect her clients from manageable risks. Prior to joining Gallagher, Mary was an Account Executive at Aon, Assured Partners, and Hub International. Mary started her career as an intern in 2003 and then Assistant Account Executive in Gallagher’s NYC office. Mary attended Temple University,… Show More Previous Next

Chris Phillips, VP, Procurement and Vendor Risk, Lendmark Financial Services Designing a Comprehensive TPRM Framework: Essential Elements for Success Track 1: Anchoring TPRM Essentials & Best Practices Tuesday, April 8, 2025 11:00 AM - 11:50 AM Atlantic Ballroom 1 SESSION DESCRIPTION In today's interconnected business environment, managing third-party risks is crucial to ensuring the resilience and integrity of your organization. “Designing a Comprehensive TPRM Framework: Essential Elements for Success” session will guide you through the essential components and structure of an effective Third-Party Risk Management (TPRM) framework. We will explore critical… Show More SPEAKERS Chris Phillips VP, Procurement and Vendor Risk Lendmark Financial Services Chris has an extensive background in banking and financial industry with an emphasis in Regulatory Compliance and Third-Party Risk Management. Skills include the ability to identify solutions to improve internal processes, initiative-taker, and exceptional analytical person. Her skills and experience assisted in successfully developing, implementing, and overseeing the current Third-Party Risk Management Program at Lendmark Financial Services. Of her many outstanding qualities, Chris has genuine care and concern for people,… Show More Previous Next