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Webinar: Vendor Due Diligence & Effective Vendor Management Programs

Vendor management continues to be a high-priority operational and regulatory issue. Recently, a credit union allowed a bad vendor to pull them underwater. Every credit union entrusts some of its most-sensitive member information, financial resources, and core business processes to third-party vendors. However, if something goes wrong in a third-party relationship, the credit union still gets the blame.

Make sure your credit union is getting the most from your vendors while satisfying increased examination scrutiny.  This webinar will examine both the technical and practical sides of third-party contractual relationships.  From selecting the best available vendor, to identifying integration issues, to getting the most return from your investment, this presentation examines the regulatory requirements for managing third-party relationships and the operational details of creating an effective vendor-management program.

HIGHLIGHTS

  • Leveraging NCUA guidance on evaluation of third-party relationships
  • Effective planning for third-party arrangements
  • Maximizing the return on outsourced relationships
  • Essential elements of vendor due diligence
  • Creating solid staff oversight and quality control over third-party vendors

WHO SHOULD ATTEND?

This informative session will be beneficial for executives, department managers, and staff in the following departments:  compliance, financial, accounting, accounts receivable, and anyone who works with your vendor-management process.

Please note:  The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered.  You may have as many people as you like listen from your office speaker phone.

ABOUT THE PRESENTER – David A. Reed, JD, Reed and Jolly, PLLC

Attorney, author, consultant, and nationally-recognized speaker, David Reed is a partner in the law firm of Reed and Jolly, PLLC.  He provides guidance to credit unions on establishment and revision of policies and procedures, organizational compliance, collections, security, contractual agreements, regulatory matters, and corporate governance.  His engaging speaking style has made him a nationwide lecturer on regulatory compliance, consumer lending, bankruptcy, and collections. 

A former trial attorney and vice president and general counsel of a large credit union, David is particularly known as an expert in the areas of credit union operations, bankruptcy, and collections.  He has trained state and federal examination staff on numerous issues, including BSA, ID theft red flags, SAFE Act, third-party contract management, and bankruptcy.  He also serves as editor of several industry manuals including Collections Manual for Credit Unions and Bankruptcy Guide for Credit Unions.

THREE REGISTRATION OPTIONS

Note:  All materials are subject to copyright.  Transmission, retransmission, or republishing this webinar to other institutions or those not employed by your financial institution is prohibited.  Print materials may be copied for eligible participants only.

1.  LIVE WEBINAR

The live webinar option allows you to have one telephone connection for the audio portion and one Internet connection (from a single computer terminal) to view online visuals as the presentation is delivered. You may have as many people as you like listen from your office speaker phone. Registrants receive a toll-free number and pass code that allow entrance to the seminar. The session will be approximately 90 minutes, including question and answer sessions. Seminar materials, including instructions, PIN number, and handouts will be emailed to you prior to the broadcast. You will need the most-current version of Adobe Reader available free at www.adobe.com.

 

NEW!

Listen to the
on-demand web link on your

iPad

iPhone

Android

Instructions will be emailed to you with
the on-demand link.

2.  ON-DEMAND WEB LINK & FREE CD ROM*

 

Can’t attend the live webinar? The on-demand web link is a recording of the live event, including audio, visuals, and handouts. We even provide the presenter’s email address so you may ask follow-up questions. Approximately one week prior to the webinar, you will receive an email with the web link. This web link can be viewed anytime 24/7, beginning 6 business days after the webinar and will expire 6 months after the live program date.

As an added bonus, you will also receive a FREE audio/visual CD ROM.* The CD ROM includes the original audio/visual presentation, the question and answer sessions, and the handouts. Use the on-demand link or this “off-the-shelf” training program for those that could not attend the live seminar and for future training.

LIMITED AVAILABILITY: The on-demand web link and CD ROM may ONLY be ordered for 6 months following the webinar. Neither the link nor CD will be available after this time.

3.  BOTH LIVE WEBINAR & ON-DEMAND WEB LINK (INCLUDES FREE CD ROM*)

Options 1 and 2 described above

AFFORDABLE, PROFESSIONAL TRAINING, WHEN AND WHERE YOU CHOOSE

*CD ROM is for Mac and PC use only

This event is being conducted by CU Web Training on behalf of the Missouri Credit Union Association. Click here to register.

November 15th, 2012 2:00 PM   through   3:30 PM

Event Info

When

November 15th, 2012 2:00 PM   through   3:30 PM

Contact

Phone: 314.542.1321

Email:


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