Click each day to expand the schedule.
* Agenda subject to change
Breakfast
Room 1 | Training: Reports – All Products
Interactive session covering basic to advanced reporting tools, including categories, report options, charts, layouts, and more. Whether you’re a beginner, advanced reports user, or anywhere in between, take your skills to the next level.
Room 2 | Business Continuity Planning: Start to Finish
Break
Room 1 | Training: Notifications – All Products
Notifications can be automated or on-demand, sent internally and/or externally. This interactive session will provide you with the skills you need to easily deliver the right communications at the right time.
Room 2 | Business Continuity Exercising: Start to Finish
Lunch
Room 1 | Training: Dashboards – All Products
Updating a current dashboard or creating a new one? Do you want one dashboard for all users, individual dashboards for each user, or anything in between? This session will equip you with the knowledge to easily accomplish it all.
Room 2 | Citing Vendor Due Diligence Material & Tips for Vendor Management
What you'll learn: how to perform vendor due diligence with provided documentation and complete a risk assessment; where to find answers to diligence questions and where and how to cite material; how to make a review audit-proof. This training session is great for vendor management beginners, but will also a provide a good overview for seasoned VM coordinators.
Break
Room 1 | Training: Customizing Records & Data Fields – All Products
Want to gather and capture additional data? This session will teach you about field types, adding fields, field options, and more.
Room 2 | ERM: Risk Assessment Start to Finish
Experience a real-world business example of an operational process being risk assessed from start to finish. Through the guidance of Quantivate's VP of ERM Services, this ERM workshop will walk you through best practices for effectively managing your own risk assessments.
Break
Welcome Reception: Sponsored by Rivial Data Security
* Agenda subject to change
Breakfast
Housekeeping
Keynote Presentation | Everything I Know About Risk I Learned on Das Boot
French Caldwell – Founder & Chief of Research, FCInsight
GRC programs often struggle to demonstrate business value, and yet without good governance and effective risk management and compliance, business strategies fail. The presenter, French Caldwell, is a retired nuclear submarine officer, and using the backdrop of submarine operations, this presentation illustrates the principles of a GRC program that ensures mission and business success.
Break
Quantivate Vision
Andy Vanderhoff – Founder & CEO, Quantivate
Quantivate Roadmap
Julia O'Connell – SVP of Product Development, Quantivate
Lunch
General Session | Customer Use Case Presentation: Creating an Effective Vendor Management Program
Shane Jones – Risk Assessment / Vendor Management Specialist, Kitsap Credit Union
Room 1 | Ask Andy: Q&A with Quantivate's CEO
Room 2 | Ask Julia: Q&A with Quantivate's SVP of Product Development
General Session | Supervisory & Regulatory Hot Topics
Jared Ihrig – Chief Compliance Officer, Credit Union National Association (CUNA)
In today's regulatory environment, there are so many rules and laws to keep up with. It feels almost impossible for compliance officers, management, and boards to stay on top of it all — let alone stay ahead of the examiners and auditors. Jared Ihrig, CUNA's Chief Compliance Officer, will discuss the top regulatory areas of focus, provide details concerning the latest in the federal regulatory environment, and discuss practical issues to consider surrounding examination trends and considerations for compliance professionals.
Room 1 | Ask Andy: Q&A with Quantivate's CEO
Room 2 | Ask Julia: Q&A with Quantivate's SVP of Product Development
Break
General Session | Customer Use Case Presentation: Unified GRC Strategy for Best Results and ROI
Dan Bailey and Mary Garcia – LegacyTexas Bank
Room 1 | Ask CUNA
Roundtable Discussions
Break
Dinner
* Agenda subject to change
Breakfast
Free Time
Assessing the Risks of Non-Compliance
Steven Van Beek – Attorney, Howard & Howard
A common question organizations have when analyzing compliance and legal requirements is: "What if we don’t comply?" This question is often accompanied by: "What are the penalties? Unfortunately, there is not a universal answer to either question. While some laws and regulations have specific civil money penalties, many do not, and the risks of non-compliance are not black and white. For example, what are the risks of an incorrect or non-delivered change-in-terms notice? What about a missing or incorrect fee from a loan disclosure? This session will include examples of how to walk through the process of assessing risks and determining options for corrections and mitigation.
Break
General Session | Making "Cents" of Cybersecurity Risk
Randy Lindberg – Founder & CEO, Rivial Security
Room 1 | Open Discussion with Steven Van Beek
General Session | What Should Be in a Business Continuity Plan?
Andrea Tolentino – Solutions Consultant, Quantivate
Feeling overwhelmed with your business continuity plan? Come find out tips and recommendations on what should be included in your BC plan and see an example of a mature program.
Room 1 | Open Discussion with Randy Lindberg
Lunch
General Session | Common Contract Redlines and Critical Provisions
Brian Witt – Attorney, Farleigh Wada Witt
This session will provide valuable guidance for those responsible for vendor contract reviews and negotiation. Learn the essential contract provisions that make the difference for securing a fair and protective vendor contract and the key terms to avoid.
Room 1 | Support & Training
General Session | Your ERM Program: Baseline Assessment and Maturity
William Hord – VP of ERM Services, Quantivate
Join us as we discuss the topics you should be assessing to establish your ERM program’s baseline and determine how to effectively mature your program for future growth.
Room 1 | Support & Training
Break
Room 1 | Support & Training
General Session | Customer Use Case Presentation: Enhancing Risk Management Success Through Quantivate's ERM Roadmap
Maria Mayshura – Senior Vice President, Internal Auditor & Risk Officer, First Bank of New Jersey
Room 1 | Support & Training
Roundtable Discussions
* Agenda subject to change
Breakfast
Product Integrations in the Real World
Andrea Tolentino – Solutions Consultant, Quantivate
Come learn helpful integration points between the modules in Quantivate's full software suite and how to leverage them for your GRC program.
Customer Use Case Presentation | Vendor Continuity: Where Business Continuity and Vendor Management Meet
Shawna Franke – IT Information Security Operations Manager, University Bank
Break
Panel Discussion & Conference Wrap-Up
20250 144th Ave NE, Suite 300
Woodinville, WA 98072
Connect With Us