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Creating an Effective Vendor Document Collection Process
CPE Credit Eligible
Collecting vendor information and documentation is essential to the due diligence process. After all, those documents must be reviewed and assessed to determine if the vendor has the right risk management practices and controls. However, collecting vendor due diligence can sometimes be extremely challenging. And you may find that you are constantly contacting, emailing, and chasing your vendors to get the necessary information.
Watch this webinar covering the basics of the due diligence information and documentation collection process. We’ll provide guidance surrounding the information and documents you should gather based on the product/service type and risk level. We’ll also share some strategies to use when you can’t get the necessary documentation.
Watch now to learn:
Where vendor document collection fits into the due diligence process
Strategies for effective document collection
Workarounds and tips for common document collection challenges
Key takeaways
Speaker
Hilary Jewhurst, CTPRP
Head of Third-Party Risk Education & Advocacy
Hilary is responsible for the advancement and promotion of third-party risk management best practices and solutions through thought leadership, subject matter expertise, and support for Venminder’s Customers, Marketing, Sales, and Third-Party Risk divisions. Hilary is a Certified Third-Party Risk Professional (CTPRP) through Shared Assessments.
Field of Study: Specialized Knowledge
Program Level: Basic
Duration: 1 Hour
Prerequisites: None
Who Should Attend: CEOs, CFOs, Compliance, Risk, BOD, Vendor Management, CPAs
Advanced Preparation: None
Delivery Method: Group Internet Based
Refunds: This is a free event.
Cancellations: In the event that this session would need to be cancelled, you will be personally contacted and registered for the rescheduled event.
Concerns: For more information regarding administrative policies such as complaints, please contact our offices at +1 (888) 836-6463.
Information
Field of Study: Specialized Knowledge
Program Level: Basic
Duration: 1 Hour
Prerequisites: None
Who Should Attend: CEOs, CFOs, Compliance, Risk, BOD, Vendor Management, CPAs
Advanced Preparation: None
Delivery Method: Group Internet Based
CPE Eligibility: Because this is an on-demand event, unfortunately, it is not eligible for CPE credits. All live events are eligible for 1 CPE credit per hour.
Refunds: This is a free event.
Cancellations: In the event that this session would need to be cancelled, you will be personally contacted and registered for the rescheduled event.
Concerns: For more information regarding administrative policies such as complaints, please contact our offices at +1 (888) 836-6463.
CPE Credit Eligibility
This session is eligible for 1 CPE Credit – you must be in attendance for the entire LIVE session, answer all three polling questions during the event, and complete the post-event survey. CPE Credit will be offered within 7-10 business days following survey submission.
Venminder is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor on continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have the final authority on the acceptance of individual courses for CPE Credit. Compliance regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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