checklist
Vendor Site Visits
CPE Credit Eligible
Whether it's in-person or virtual, site visits can provide you with a point-in-time assessment of your organization's critical or high-risk vendors and answers to remaining questions.
In partnership with assurance, accounting, tax and consulting firm, Wipfli, we've put together this handy checklist and infographic to ensure your organization understands how to properly conduct them.
Download the checklist and infographic to learn:
- What to do in each stage of a site visit from planning to concluding
- Why site visits matter
- When to conduct a site visit and example scenarios