Third-Party Risk in the Fintech Age: Oversight, Contracts & Contingency Planning

July 20, 2026
Live Webinar
DateJul 20, 2026Duration90 minutes
08:00 AM PDT09:00 AM MDT
10:00 AM CDT11:00 AM EDT
    • Unlimited connections for your institution
    • Available on desktop, mobile & tablet
    • Take-away toolkit
    • Presenter’s contact info for questions
On-Demand Webinar
  • 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
See Registration Options

You can outsource the service, but you can never outsource the risk.

Are your fintech partnerships truly under control? Join David Reed to learn how to develop a clear plan to strengthen oversight, tighten contracts, and stay examiner-ready in a rapidly evolving fintech landscape.

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

BONUS MATERIALS

  • Third-party risk classification matrix
  • Fintech partner due diligence checklist
  • Critical contract clauses review guide
  • Data security and information sharing assessment tool

WEBINAR DETAILS

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.

WHO SHOULD ATTEND?

  • Directors
  • Senior executives
  • Compliance
  • IT managers
  • Internal audit
  • Risk managers
  • Vendor management
  • BSA/AML/CFT
  • Operations and payment system managers

TAKE-AWAY TOOLKIT

  • Employee training log
  • Interactive quiz
  • PDF of slides and speaker’s contact info for follow-up questions
  • Attendance certificate provided to self-report CE credits

NOTE: All materials are subject to copyright. Transmission, retransmission, or republishing of any webinar to other institutions or those not employed by your institution is prohibited. Print materials may be copied for eligible participants only.

Presented By

David A. Reed, JDDavid A. Reed
Reed & Jolly, PLLC
© 2026 FINANCIAL EDUCATION & DEVELOPMENT, INC