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Kelly Wagner 
The Santa Fe Group 

Summit 2014

May 20, 2014
8:45am - 5:00pm

May 21, 2014
8:30am - 12:15pm 

Royal Sonesta Hotel Boston
40 Edwin H Land Boulevard
Cambridge, MA 02142 

View the Summit Agenda

Pre-Summit Workshops

May 19, 2014
8:00am - 12:00pm

Scoping the SIG: Effective Use of Vendor Questionnaires

May 19, 2014
1:00pm - 5:00pm

Is Your Third-Party Risk Management Program Strong and Effective?

Click here to learn more about the Pre-Summit Workshop

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7th Annual Shared Assessments Summit

The Changing Landscape: Moving from
Risk Management to Risk Assurance


May 20-21, 2014
Royal Sonesta Hotel - Boston, MA

Members of the Shared Assessments Program
receive a 20% discount.


Keynote Speakers:

Day 1

The C-Suite Perspective on Managing Vendor Risk
Joanne Martin, CISO
IBM Corporation

The Privacy Officer's Perspective on Data Governance and Analysis
Ken Mortensen, VP, Assistant General Counsel and Chief Privacy Officer
CVS Caremark 

Day 2

The View of Vendor Risk Management Across the Enterprise
Rebecca Steele, Managing Director
JPMorgan Chase & Co.


Join us at the Seventh Annual Shared Assessments Summit and hear how senior risk executives are responding to the need to expand and enhance third party oversight and due diligence.

Understand the importance of moving from "managing" third party risk to proactive third party risk oversight and assurance.  Stay abreast of the latest best practices in third party oversight by hearing from experts in the field. 

The identification and management of third party risk is a top priority for today's senior executives. How companies manage third party risk is under increasing regulatory scrutiny (OCC Guidance 2013-29, CFPB Bulletin 2012-13); receiving greater emphasis by standards organizations (PCI 3.0 and ISO 27001/2); and, rapidly becoming the central focus of risk executives across the globe. 

Our Shared Assessments agenda includes:

 Moving From Third-Party Risk Management to Third-Party Oversight
The need to add operational risk and proactive monitoring
processes to your vendor risk management program. 

Vendor and Supply Chain Risk Management
The new reality in enterprise risk management - changing the focus from
inside your organizations to threates against your vendors.

Tracking Trends: Issues of Importance to all Vendor Risk Managers
Outside the box thinking from the experts.

Emerging Technologies Challenges and Opportunities
Risk assurance challenges and opportunities

And much more.... 


Shared Assessments Pre-Summit Workshops
Monday, May 19, 2014 

Scoping the SIG: Effective Use of Vendor Questionnaires
8am - 12pm 

Is Your Third-Party Risk Management Program Strong and Effective?
1pm - 5pm 

 Click here to learn more about the Shared Assessments Pre-Summit Workshops

Member Discount
Members of the Shared Assessments Program 
receive an additional 20% discounts

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Attend All Events and Save
Register for the Shared Assessments Summit and Workshops and receive an 
additional discount off the registration price.


Additional Event Information

Hotel: Royal Sonesta Hotel Boston

CPE Credits Available:
Summit: 12 credits* 
AM Workshop: 4 credits*
PM Workshop: 4 credits*
Total available upon completion of all events: 20 credits*

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

Learn more about the Shared Assessments Program

For questions, alternative forms of payment, cancelations, and special
requests regarding dietary or other needs, please contact
Kelly Wagner at 

Thank You to our Summit Sponsors!


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Photograph, Audio & VIdeo RecordingCameras will be present at and around The Shared Assessments Summit and it's related events. The Shared Assessments Program reserves the right to use images taken at the conference, with your photograph and/or likeness in future marketing materials.  

Cancellation Policy: In the event that you need to cancel your paid registration, you must do so in writing within seven business days of your confirmation notification from The Santa Fe Group up to 72 hours prior to the event. No refunds will be granted after that time.