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Kelly Wagner 
The Santa Fe Group 


Pre-Summit Workshops

March 18, 2013
8:00am - 12:00pm
SA 101: Fundamentals of the Shared Assessments Program Tools

1:00pm - 5:00pm 
SA 201: Overcoming Implementation Challenges

Summit 2013

March 19, 2013
8:00am - 5:00pm

March 20, 2013
8:00am - 12:00pm 

View Summit Agenda

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Royal Sonesta Hotel Boston
40 Edwin H Land Boulevard
Cambridge MA 02142
Click here to secure your sleeping room at the Royal Sonesta. 

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6th Annual Shared Assessments Summit

Enterprise Risk Management and Strategic
Outsourcing in the New Threat Landscape 


March 19 - 20, 2013
Royal Sonesta Hotel - Boston, MA


Keynote Address Presented by
Internationally Recognized Expert

Richard Clarke

Former U.S. National Coordinator for Security, 
Infrastructure Protection, and Counter-Terrorism  

Join us at the Sixth Annual Shared Assessments Summit and learn how to identify and manage key business relationships in an increasingly complex threat environment. Hear experts discuss how the outsourcing of strategic business processes has transformed vendors into strategic business partners.

Attendees include:
ADP, Alliant Insurance, ANX, BBVA Compass, BITS, BNY Mellon Corporation, Brightline, CAaNES, Capital One Financial Corporation, Churchill & Harriman, CIT Group, Citigroup, Inc., Copytalk, CVS Caremark, Deluxe Corp., DriveSavers Data Recovery, DTCC, Early Warning Services, Enode Group, Ernst & Young, EZShield, Fidelity Investments, IntraLinks, Intuit, Iron Mountain, JPMorgan Chase & Co., Keybank, KPMG, Liberty Mutual Insurance Company, LockPath, LTD FInancial, MERSCORP Holding, Inc., Modulo, NICE Actimize, Pegasystems, Inc., Pioneer Investments, PowerAdvocate, Inc. Prevalent Networks, Pro Teck, Protiviti, Inc. Radian, Regions FInancial Corporation, RBS Citizens, Resurgent, Royal Phillips Electronics, Sanofi, State Auto Insurance,
The Santa Fe Group, TD Ameritrade, TMG Health, U.S. Bancorp, Verisign, Western Union, Workday, Yodlee


Our Shared Assessents agenda includes:

 Cyber Security/Cyber Terrorism
The need to include cyber security in your 
enterprise risk management program

Intellectual Property
The blurring of the lines: how to identify and protect
intellectual property in your outsourced relationships

The Regulatory Landscape
Learn about where we are today and how to anticipate future regulations and guidelines. New regulatory agencies, expanding regulatory scrutiny, and increasing impact of regulations imposed by  non-domestic agencies. 

 Protecting Data
How to secure your environment and effective ways to help your
understand the risks of  keeping your data safe.

  And much more.....


Shared Assessments Pre-Summit Workshops
Monday, March 18, 2013 

8am to 12pm
SA 101: Fundamentals of the Shared Assessments Program Tools
Learning to deploy the Shared Assessments Standard Information Gathering (SIG) Questionnaire and the SIG Management Tool (SMT) for both vendor risk and self-assessments and the Agreed Upon Procedures (AUP) for on-site assessments.
(4 CPE Credits can be earned for completion) 

1pm to 5pm
SA 201: Overcoming Implementation Challenges
How to Implement and Manage an Effective Vendor Risk Management Program
(4 CPE Credits can be earned for completion) 


Members of the Shared Assessments Program 
receive an additional $100 discount

membership red puzzle

Attend Both Events and Save!

Attend both events and receive an 
additional discount off the registration price.



Additional Event Information

Hotel : Royal Sonesta Hotel Boston

CPE Credits Available:

13.5 credits*
*In accordance with the standards of National Registry of CPE Sponsors, CPE credits are based on a 50-minute hour. 

Learn more about the Shared Assessments Program

For questions, alternative forms of payment, cancellations and special requests regarding dietary or other needs, please contact Joyce Crawshaw, or 505-466-0448.


Thank You to our Summit Sponsors!

Churchill 25

New Copytalk Logo






Progress 2




Accountancy(NASBA)as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: