2025 Vendor Management: All-Day Streaming

Date:

Dec 17, 2025

Register

In this all-day streaming session, we’ll discuss both the guidance and what regulators’ expectations are, and how to best maintain your vendor management program. We’ll provide many real-world examples to bring these concepts home, and discuss best practices and recommendations. We’ll also review the latest developments and specific issues, and go over the elements of a successful vendor management program in any institution, from vendor selection to contracting to monitoring to termination of the relationship.

Agenda

December 17, 2025
10:00am - 5:00pm EST

The banking agencies in 2024 issued revised final guidance on managing the risks of third-party relationships, signaling more intense scrutiny on financial institutions’ involvement with vendors and other third parties. This reflects the fact that vendor management has been an important issue for a long time, but it is apparent that expectations are increasing, especially as banking goes more digital. Increasingly financial institutions need the expertise of other entities and professionals. The rise of fintech companies and their participation in the banking industry has changed the landscape of risk in important ways, and financial institutions need to adapt.

Topics

What You'll Learn

  • 2024 third-party risk management (TPRM) guidance from the agencies – what to expect and what this tells us about the criticality of program management
  • Updates, including recent guidance on risks of arrangements with third parties to deliver bank deposit products and services digitally and via other means
  • Managing relationships with financial technology (fintech) firms
  • Who at the institution should be involved in these efforts?
  • Role of the Board and executive management
  • Vendor selection process – how do we pick the right third party?
  • Categorization of vendors – identification of critical vendors and how to handle them
  • Developing and maintaining risk management policies and programs regarding third-party relationships
  • How this relates to AI and models – what should we be aware of?
  • Oversight of third-party activities – monitoring and testing
  • What happens when a vendor fails to meet expectations?
  • Contract negotiation and management – much more than just a legal requirement
  • Ongoing monitoring, including on-site visitation when necessary
  • Policies, procedures, processes, risk assessments, and training
  • Terminating vendor relationships – how does this work?
  • Vendors’ ability to comply with applicable law and regulations
Speaker(s)

Carl Pry
Asurity Advisors

Carl Pry is a Certified Regulatory Compliance Manager (CRCM) and Certified Risk Professional (CRP) who is a Senior Advisor for Asurity Advisors in Washington, DC. Through his more than 35-year working career, as well as through his experience as a banking attorney and officer, he has provided a variety of regulatory compliance and financial performance services to financial institutions and other clients throughout the country. He has written extensively regarding consumer and commercial compliance, tax, audit, and financial institution legal issues, and is a frequent contributor to and currently serves as the Chair of the Editorial Advisory Board for the ABA Bank Compliance magazine. He has spoken at scores of banking, compliance, and state bar associations, and has conducted training sessions for financial institutions across the country.

Additional Information

Who Should Attend?

This webinar is intended to anyone involved in the vendor management/third-party risk process, from compliance and risk management professionals, to counsel, management and even directors.

Fees

Live Webinar - $849.00

  • 12 Months OnDemand Playback

Available Upgrades

  • Additional Live Access - $250.00 per person

**100% surcharge applied to non-members.

Association Contact

Katie Yates
Education Coordinator
o: 317-387-9380
d: 317-333-7162
kyates@indiana.bank