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
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

Reed & Jolly, PLLC
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