Agenda

March 31, 2026
2:30 pm - 4:00 pm EST

With financial institutions increasingly relying on third-party providers to offer their products and services, the associated risks also rise. This educational session will guide you through best practices for developing a simple yet comprehensive Vendor Management Program and a Model Risk Management Program. This webinar will help you understand the depth of due diligence required, starting with your core system and extending to all technology-dependent banking products. You will gain practical insights into integrating these programs within your ERM framework, ensuring robust risk management. Additionally, you will gain a deeper knowledge of the OCC SR Letter 11-7, detailing guidance on Model Risk Management. By the end of the session, you will have a clearer understanding of how Vendor Management and Model Risk Management fit within your ERM program.

Key learning objectives include understanding how the Vendor Management Program fits within ERM, its components, policies, and procedures, conducting vendor due diligence, and performing vendor risk assessments. You will also learn about monitoring and reporting assessment results, defining Model Risk, and establishing your own Model Risk Management Program with practical examples. This session will equip you with the knowledge to manage risks associated with third-party providers and models effectively, ensuring your institution’s resilience and compliance with regulatory standards.

Topics

What You'll Learn

• Integrate Vendor Management within Enterprise Risk Management
• Understand Vendor Management program components
• Develop Vendor Management policies and procedures
• Conduct effective vendor due diligence
• Perform vendor risk assessments with examples
• Monitor and report assessment results
• Define model risk and its impact on your institution
• Follow OCC/SR Letter 11-7 with step-by-step guidance
• Establish a Model Risk Management program
• Identify examples of model risk and their effects
• Work through an example of a model risk assessment

Speaker(s)

Marcia Malzahn
Founder and President of Crowning Achievements International

Marcia (“Marci”) Malzahn is the founder and inspirational keynote speaker at Crowning Achievements International—inspiring and educating emerging leaders in the financial services industry. She is also the president and founder of Malzahn Strategic providing management consulting services to community financial institutions. Marci has 30 years of banking experience, ten of those years as the EVP/CFO/COO of a community bank she co-founded.

Marci speaks frequently at industry conferences and association events as well as leadership and women’s conferences; is a published author of five books, and the recipient of several professional awards. As a Certified Virtual Presenter, Marci also provides online and onsite training for financial institutions. Marci is a certified life coach and Certified Community Bank Director. She holds a B.A. in Business Management from Bethel University and is a graduate and faculty of the Graduate School of Banking in Madison, Wisconsin.

Fees

Live Webinar - $299.00

• Live Access
• 30 Days OnDemand Playback
• Presenter Materials and Handouts

Available Upgrades

• 12 Months OnDemand Playback - $120.00 Per Person
• 12 Months OnDemand Playback + Digital Download - $150.00 Per Person
• Additional Live Access - $95.00 Per Person

**100% surcharge applied to non-members.

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