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Technology Service Agreements: Marrying the Bank's Business Needs with the Regulators' Expectations
Moderator: Erin Handel, Co-Founder and Chief Operating Officer, Bankerstuff
Register now
Registration is open until 11:00 am CDT on March 31, 2010
Program Description
Bank regulators have set clear expectations as to what they expect banks to cover in their written agreements with technology service providers. While many banks give much time and attention to evaluating service providers and to negotiating the business points with them, the regulators expect as much attention will be devoted to documenting the agreement between the bank and the provider. The written agreement between the bank and its service provider is the business and legal road map for governing the relationship between the parties and for allocating the business and legal risks between them. This webinar will show banks how to negotiate and draft agreements with technology service providers that meet regulatory guidance, protect the bank from unacceptable (and often unanticipated) business and legal risks, and, at the same time, meet the business needs of the bank.
By attending this webinar, you will leave knowing:
- Key issues that should be covered in every technology service provider agreement
- What regulatory "guidance" requires in written agreements with service providers
- Additional legal and regulatory concerns for service provider agreements
- Commonly negotiated contract provisions
- Critical risk allocation and mitigations techniques
- Practical solutions to making the contract "fair and balanced"
Target Audience
Senior management, information technology personnel, and vendor management personnel, inside and outside legal counsel, inside and outside auditors, compliance personnel, technology service providers, and any other bank employees who are responsible for, or interested in agreements between banks and outside technology service providers.
About the Presenters
Kevin Funnell is a member of Bank Business Advisors, LLC, and an attorney in the Dallas-Fort Worth, Texas, "Metroplex." He has over 35 years of experience in representing business entities on transactional, business and regulatory matters, with an emphasis on financial institutions. He has advised clients on a wide variety of regulatory, corporate and transactional matters, including information acquisition, management, security and transfer, and compliance and contract issues concerning electronic commerce, personal information privacy, software, information technology, telecommunications, outsourcing and the Internet. Kevin's past experience includes in-house counsel for a large financial institution, as well as co-chair of an international law firm's Banking and Finance Practice Group. Since 2004, he has been the author of the "Bank Lawyer's Blog," which provides commentary on law and other matters related to financial institutions.
Francine McKenna has more than twenty-five years of experience in a range of industries in the consulting and professional service environment. This extensive experience includes tenure in leadership positions in both the US and abroad at PricewaterhouseCoopers, KPMG Consulting, BearingPoint, JP Morgan, and Jefferson Wells/Manpower. Her specialized news site, re: The Auditors, focuses on the business of the Big 4 audit firms and is a source of original reporting and analysis regarding this industry. She is a freelance writer with credits in the Financial Times, Accountancy Age, Accountancy Magazine, and various financial, media and technology Blogs. She also blogs at The Huffington Post and has been interviewed by accounting and social marketing/media sites. Her public speaking credits include private training, university teaching, and speeches for the Institute of Internal Auditors, the Information Systems Audit and Control Association, and the Maryland Association of CPAs.
McKenna Partners LLC, is a specialized consultancy advising other professional services firms and industry on a limited basis. She is fluent in Spanish, as well as her native English, and can provide services in either language.
Webinar Cost
Please note that the price listed for this webinar includes:
- One connection per site into the live online webinar presentation (invite others to participate at your location for free!)
- Resource materials
- Access to industry experts and nationally known speakers from the convenience of your office
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March 31, 2010
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11:00 am - 12:00 pm Central Time
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$249.00 per location
|
Register online
|
Credit card payments only for online registration, if you prefer to pay by check, please contact bankerstuff customer service at the number below. You will be prompted for your credit card information when you register. MasterCard, Visa and AmericanExpress are accepted. If you have any questions regarding payment information, please contact bankerstuff at 1.866.599.8234 or jeff@bankerstuff.com.
Cancellation Policy: If you need to cancel your registration, you must contact bankerstuff 24 hours prior to the start of the webinar. You will receive a full refund of all fees paid less a $25.00 cancellation charge. To cancel, please call bankerstuff at 1.866.599.8234 or e-mail us at jeff@bankerstuff.com.
Technology Service Agreements: Marrying the Bank's Business Needs with the Regulators' Expectations
Moderator: Erin Handel, Co-Founder and Chief Operating Officer, Bankerstuff
Register now
Registration is open until 11:00 am CDT on March 31, 2010
Program Description
Bank regulators have set clear expectations as to what they expect banks to cover in their written agreements with technology service providers. While many banks give much time and attention to evaluating service providers and to negotiating the business points with them, the regulators expect as much attention will be devoted to documenting the agreement between the bank and the provider. The written agreement between the bank and its service provider is the business and legal road map for governing the relationship between the parties and for allocating the business and legal risks between them. This webinar will show banks how to negotiate and draft agreements with technology service providers that meet regulatory guidance, protect the bank from unacceptable (and often unanticipated) business and legal risks, and, at the same time, meet the business needs of the bank.
By attending this webinar, you will leave knowing:
- Key issues that should be covered in every technology service provider agreement
- What regulatory "guidance" requires in written agreements with service providers
- Additional legal and regulatory concerns for service provider agreements
- Commonly negotiated contract provisions
- Critical risk allocation and mitigations techniques
- Practical solutions to making the contract "fair and balanced"
Target Audience
Senior management, information technology personnel, and vendor management personnel, inside and outside legal counsel, inside and outside auditors, compliance personnel, technology service providers, and any other bank employees who are responsible for, or interested in agreements between banks and outside technology service providers.
About the Presenters
Kevin Funnell is a member of Bank Business Advisors, LLC, and an attorney in the Dallas-Fort Worth, Texas, "Metroplex." He has over 35 years of experience in representing business entities on transactional, business and regulatory matters, with an emphasis on financial institutions. He has advised clients on a wide variety of regulatory, corporate and transactional matters, including information acquisition, management, security and transfer, and compliance and contract issues concerning electronic commerce, personal information privacy, software, information technology, telecommunications, outsourcing and the Internet. Kevin's past experience includes in-house counsel for a large financial institution, as well as co-chair of an international law firm's Banking and Finance Practice Group. Since 2004, he has been the author of the "Bank Lawyer's Blog," which provides commentary on law and other matters related to financial institutions.
Francine McKenna has more than twenty-five years of experience in a range of industries in the consulting and professional service environment. This extensive experience includes tenure in leadership positions in both the US and abroad at PricewaterhouseCoopers, KPMG Consulting, BearingPoint, JP Morgan, and Jefferson Wells/Manpower. Her specialized news site, re: The Auditors, focuses on the business of the Big 4 audit firms and is a source of original reporting and analysis regarding this industry. She is a freelance writer with credits in the Financial Times, Accountancy Age, Accountancy Magazine, and various financial, media and technology Blogs. She also blogs at The Huffington Post and has been interviewed by accounting and social marketing/media sites. Her public speaking credits include private training, university teaching, and speeches for the Institute of Internal Auditors, the Information Systems Audit and Control Association, and the Maryland Association of CPAs.
McKenna Partners LLC, is a specialized consultancy advising other professional services firms and industry on a limited basis. She is fluent in Spanish, as well as her native English, and can provide services in either language.
Webinar Cost
Please note that the price listed for this webinar includes:
- One connection per site into the live online webinar presentation (invite others to participate at your location for free!)
- Resource materials
- Access to industry experts and nationally known speakers from the convenience of your office
|
March 31, 2010
|
11:00 am - 12:00 pm Central Time
|
$249.00 per location
|
Register online
|
Credit card payments only for online registration, if you prefer to pay by check, please contact bankerstuff customer service at the number below. You will be prompted for your credit card information when you register. MasterCard, Visa and AmericanExpress are accepted. If you have any questions regarding payment information, please contact bankerstuff at 1.866.599.8234 or jeff@bankerstuff.com.
Cancellation Policy: If you need to cancel your registration, you must contact bankerstuff 24 hours prior to the start of the webinar. You will receive a full refund of all fees paid less a $25.00 cancellation charge. To cancel, please call bankerstuff at 1.866.599.8234 or e-mail us at jeff@bankerstuff.com.
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