Agenda

Jul 20, 2026
11:00 am - 12:30 pm EST

Financial institutions rely on a growing network of fintech partners, core processors, and service providers to remain competitive. But increased reliance brings increased risk and clear regulatory expectations: you can outsource the function, not the responsibility. This expanding universe of fintechs offers tremendous opportunities for innovation, efficiency, and growth, if the risks are properly understood and managed.

This focused session will provide a practical roadmap for managing third-party risk across the full vendor lifecycle. Participants will learn how to risk-rank vendors, conduct effective due diligence, strengthen contracts, and implement ongoing monitoring aligned with examiner expectations. Special attention will be given to fintech relationships, where data sharing, speed of innovation, and evolving business models heighten risk.

Topics

KEY WEBINAR TAKEAWAYS:

• Unique risks posed by fintech partnerships and emerging technologies
• Protective provisions and negotiation strategies critical for strong vendor contracts
• Effective due diligence, risk rating, and monitoring processes
• Contingency and exit strategy planning for critical vendors
• Common vendor management failures and how to avoid them

Speaker(s)

David A. Reed, JD
Reed & Jolly, PLLC

Attorney, author, consultant, and nationally recognized trainer, David Reed is a partner in the law firm of Reed & Jolly, PLLC. He provides guidance to financial institutions 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 regional financial institution, David is also a Certified Fraud Examiner. He is particularly known as an expert in the areas of 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.

Fees

Live Webinar - $279

• Unlimited connections for your institution
• Available on desktop, mobile & tablet
• Take-away toolkit
• Presenter’s contact info for questions

On-Demand Webinar - $279

• Unlimited & shareable access starting two business days after live stream
• Available on desktop, mobile & tablet devices 24/7
• Take-away toolkit
• Ability to download webinar video
• Presenter's contact info for questions

Live + On-Demand - $379

Get the best of both and save when you Bundle the Live & On-Demand Webinar registration! This option includes all the items listed above.

**100% surcharge applied to non-members.

Association Contact