Océ Financial Services
Vice President Syndication, Fleet Advantage
Marc is a highly accomplished and results-oriented senior executive with a track record of achieving profit and loss, financial and operational targets. He brings leadership experience for start-up, rapid business growth and consolidation restructuring cycles and is a goal-focused problem-solver who evaluates large challenges and develops and implements realistic and profitable solutions based on stakeholder requirements.
As part of the Fleet Advantage team, Marc manages relationships with wholesale and syndication bank partners and is responsible for optimizing pricing and terms of tax-advantaged commercial lease transactions for syndication.
As President & CEO of Océ Financial Services, he provided a leadership role of a top 50 captive leasing company in the US and had full profit and loss authority to support financing of company products in United States while maintaining prudent risk management.
After being acquired by Canon Financial Services, Marc developed and implemented integration strategy for combining two of the top 50 US captive lease organizations (Canon Financial Services and Océ Financial Services). As Senior Vice President he worked closely with company management and team members to structure and size the new organization and evaluated and implemented consolidated marketing, sales and operations strategies within the new company structure.
Cory leads Target Corporation’s Vendor Risk Management function, which is an enterprise program that manages third-party risk throughout the life-cycle of the relationship including initial risk assessment, due diligence, contract requirements, ongoing monitoring, and termination/off-boarding strategies. Cory is an experienced risk management and retail executive who has held positions in corporate security, assets protection, finance, and store operations.
Cory holds a B.S. in Mechanical Engineering and a M.B.A. from the University of Minnesota.
Rhonda K. R. Cook, CRVPM ll Chief Risk Officer SEI Investments
Rhonda is a highly accomplished executive with more than 20 years’ experience in the financial services and outsourcing business. Prior to becoming the Chief Risk Officer at SEI Investments, Rhonda served as SEI’s Director of Third Party Risk Management. She brings global experience to the Council from her prior roles at SEI as Country Manager, India and Solutions Manager, Asia.
Rhonda graduated from the United States Military Academy in 1988 and served 9 years as a Military Intelligence Officer in the U.S. Army. She also has an M.B.A. from Northeastern University with a dual concentration in International Management and Innovation Entrepreneurship.
Rhonda is a creative, innovative, and resourceful thinker with deep experience in building and leading multi-cultural teams.
Carolyn Jungclas, CRVPM ll SVP Procurement & Vendor Management First Citizens Bank & Trust Company
Carolyn is responsible for sourcing, procurement, vendor risk management, and contract structuring and negotiation for First-Citizens Bank and Trust Company (FCB) in Raleigh NC. Carolyn joined FCB in 2007 to create the vendor risk management function based on the 2001 OCC guidance and has expanded the program to address changing regulatory guidance, industry events, and increased expectations from the internal business owners. In 2013 the vendor risk management team was merged with the purchasing function and the team was expanded to provide end to end procurement and vendor management services across the enterprise.
Prior to joining FCB, Carolyn worked in the public utility sector in various leadership roles in Power Plant Operations (General Manager, Plant Manager, Operations Manager, Turbine-Generator engineer) in Nuclear, Gas, Oil, and Coal fired plants. In her last 2 years in the power plant industry, Carolyn applied her operations knowledge to rebuild the $4 Billion supply chain of a Fortune 100 power company in Raleigh NC as the Supply Chain Director.
Carolyn has a Bachelor’s degree in Mechanical Engineering from the University of Michigan, is a registered Professional Engineer, a Certified Regulatory Vendor Program Manager ll, and has an Executive MBA from the University Of North Carolina at Chapel Hill.
Shane Lieber, CRVPM ll Vice President, Risk Lead Enterprise Third Party Management PNC Bank
Shane currently works for PNC Bank in their Enterprise Third Party Management group as a Liaison for their Retail, Mortgage, Marketing and CIO Treasury groups. Prior to this role, he worked within KeyBank’s Third Party Risk Management Program as a Liaison for Technology & Operations. He was also responsible for development of the Enhanced Governance and Oversight Program to establish standardized reporting, monitoring and oversight of Critical, Strategic and Outsourced third party providers. Shane holds a B.A. in Economics from The Ohio State University, an MBA from Kent State University and is a CRVPM Level II.
Lisa Paciga, CRVPM Sr. Manager, Risk and Regulatory Affairs Supplier Relationship Management BMO Financial Group
Lisa is accountable for the development and maintenance of programs and processes to ensure existing and emerging regulatory requirements in all major jurisdictions for third party supplier outsourced risk are understood, communicated and addressed. Her responsibilities include oversight of the development, documentation, and maintenance of policies, processes and controls in order to minimize loss/ risk, ensure all regulatory requirements are met so that business partner objectives are achieved within the organization’s tolerances for risk and in compliance with laws, regulations and internal policies and standards.
Lisa was previously a Team Leader in Strategic Sourcing for U.S. General Products and Service at BMO Financial Group where she was accountable for cost optimization, developing and executing strategy to achieve business unit goals, and fostering professional development of staff.