FREE Webinars
FREE for NACUSAC Members!
NACUSAC webinars are a cost-effective, convenient training opportunity for anyone involved in credit union auditing or oversight. Learn more about topics like accounting, auditing, fraud prevention, regulatory compliance and more. Participants are eligible to earn CPE (continuing education) credit and NACUSAC University course credits if enrolled.
Webinars are $149 for non-members. Not a member? Learn more about joining NACUSAC.
2026 Webinar Series
SEPT.
24
12:00 - 1:00 PM (Pacific)
1:00 - 2:00 PM (Mountain)
2:00 - 3:00 PM (Central)
3:00 - 4:00 PM (Eastern)
Third-Party Vendor Management: Risk, Controls, and the Supervisory Committee’s Role
Join Doeren Mayhew’s Joe Zito and Lindsey Becker for a informative discussion on managing third-party vendor risk within the Credit Union environment. As Credit Unions continue to rely on external service providers for critical operations, technology, and member-facing services, an effective vendor management program is essential to protecting member information, managing risk, and maintaining appropriate oversight.
This webinar will walk through the vendor management lifecycle, including vendor selection, due diligence, contract negotiation and legal review, risk rating, required documentation, assignment of risk owners, ongoing monitoring, and vendor system access. The session will also address key third-party risks, vendor control considerations, protecting member confidential information, and the Supervisory Committee’s role in providing effective oversight of the vendor management process.
After completing this course, you will be able to:
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Identify key risks associated with third-party vendors, including privacy, cybersecurity, operational, compliance, and reputational risks.
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Understand effective vendor due diligence practices, including risk ratings, documentation requirements, review of relevant reports and certifications, assignment of risk owners, and ongoing monitoring.
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Recognize important considerations related to contract negotiation, legal review, approval, execution, and vendor access to Credit Union systems and member information.
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Evaluate the effectiveness of vendor management controls designed to protect member information and ensure appropriate oversight throughout the vendor relationship.
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Understand the Supervisory Committee’s role in overseeing vendor management activities and assessing whether appropriate governance, risk management, and monitoring practices are in place.
Webinar Presenters
Joseph Zito, CPA/MBA - Principal, Doeren Mayhew
Joe’s true passion is risk management. He collaborates with clients to understand all areas of their operations to help identify potential risks and provide valuable insight for areas of improvement. He specializes in delivering tailored risk management solutions, including certified audits, agreed upon procedures, internal audits, enterprise risk management implementation, commercial credit risk advisory, FDICIA consulting and regulatory compliance. Furthermore, Joe understands the complexities of mergers and acquisitions, and the current market for institutions looking to expand their service lines or footprint. His risk-based mindset provides a unique perspective during transactions helping not only drive success, but avoid any potential risky outcomes.
Lindsey Becker, CRCM – Senior Manager, Internal Audit, Doeren Mayhew
A seasoned internal audit and compliance pro, Lindsey focuses on collaborating with clients to understand their risk profile and management, to best tailor solutions to fit their unique needs. Whether the audit focus is on deposits, lending or operations, she has the skill set to develop an all-encompassing plan to manage controls, mitigate risks and remain compliant with applicable regulations. In addition, Lindsey has a deep understanding of Bank Secrecy Act (BSA), conducting and supervising over 50 BSA audits annually.
Continuing Education (CPE)
Recommend CPE credit: 1.0 credit
Field of Study: Auditing – Technical
Additional Information: Prerequisites: None
Who Should Attend: Supervisory Committee, Internal Audit Staff, Credit Union Staff
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
Webinar Fees:
NACUSAC Members: FREE
Non-Members: $149
Get credit for one (1) continuing professional education (CPE) unit for this webinar. No advance preparation or prerequisites are required for this webinar. This is a basic level course in Management Services - Technical field of study granted through the National Association of State Boards of Accountancy (NASBA). This is a group-live offering.
NACUSAC University
Passing a six-question test on the material covered on this webinar satisfies the Internal Controls requirement for NACUSAC University. Enrollees will receive an exam following the webinar. Only NACUSAC members are eligible to enroll in NACUSAC University.
Refunds, Cancellations and Complaints: No refunds will be granted for cancellation of webinar registrations. However, a credit will be applied to the non-member’s account for one year. For more information regarding refunds, complaints and/or program cancellation policies, please contact Lauren Macauley at lauren@nacusac.org or by calling 1-800-287-5949.