A Step Ahead Through Higher Learning

3rd Party Toolbox

Certified Regulatory Vendor Program Manager (CRVPM)

The most comprehensive vendor management certification course and vendor management training available anywhere for building, implementing and managing a compliant vendor management program and properly preparing for exams and audits.

7.25 CRCM CPE Credits

“The Institute of Certified Bankers (ICB), a subsidiary of the American Bankers Association, is dedicated to promoting the highest standards of performance and ethics within the financial services industry. This course has been approved for 7.25 CRCM credits. This statement should not be viewed as an endorsement of this program or its provider.”

It was a great course and a great learning experience in vendor management.

Christina Maul, Compliance and Internal Control Manager, Red Rocks Credit Union CO

A must for anyone involved in vendor management!

Amy Moran, Vendor Management Specialist, 5 Star Bank NY ($2.5B)

This course is something that bankers as well as examiners should be taking!

Kia Ware, SVP CIO, Eastern Virginia Bankshares ($1B), VA

Vendor Management Webinars

Outsource Planning & Exit Strategy

Outsource Planning & Exit Strategy

As the outsourcing of critical functions and services continues to increase, as technology becomes more complex and as vendor interdependencies continue to expand to 4th and 5th parties, additional emphasis must be placed on formal, comprehensive Outsource Planning and developing a well thought out Exit Strategy before any 3rd parties are even considered.

Vendor Selection Performance & Value

Vendor Selection Performance & Value

Have you selected the right service provider for the job? Are they adding value to the relationship? Are they performing as expected and living up to contractual commitments? Are they on target to meet your strategic objectives? And what are the early warning signs that indicate trouble in paradise? This course covers the second and fourth stages of the 3rd Party Risk Management Lifecycle.

Contract Issues & Exposures

Contract Issues & Exposures

As the outsourcing of critical functions and services continues to increase, as technology becomes more complex and as vendor interdependencies continue to expand to 4th and 5th parties, additional emphasis needs to be placed on the importance of the contract to protect the institution as well as the vendor. However, we often find that there are many terms and conditions omitted from contracts that expose a financial institution to multiple dimensions of risk.

Vendor Site Visits

Vendor Site Visits

Going on a vendor site visit could either be a waste of time and money or it could be extremely beneficial if it is planned properly and goals are set. However, without advance planning and knowing what to ask and look for, you’re at the mercy of the vendor’s agenda which does not always match yours.