Modernizing Vendor Management and Strategic Partnership Models

Recorded On: 10/21/2020

Industry conversations regarding vendor governance continue to take a front seat as strategic partnership trends continue on an upward trajectory. To what extent are diversity and inclusion policies and metrics factored into due diligence processes? Learn what industry leaders are doing to ensure their vendor governance and oversight models are modernized, effort-efficient, and effective in 2021 and beyond. How has COVID19 impacted outsourcing trends and vendor oversight?

 

Learning objectives:

  • -Incorporating D&I into vendor selection/management
  • -Hear recent supplier diversity survey takeaways
  • -Strategic outsourcing partnership trends
  • -The critical role of legal and compliance teams 

Who should attend?

Business-line managers with vendor management responsibilities, legal and compliance professionals, industry service firm executives


CPE INFORMATION: Nicsa is pleased to offer this webinar learning activity to attendees who are seeking CPE credits. 1 CPE unit may be available for attendees of this webinar. The webinar requires no advanced preparation, no pre-requisite study and is appropriate for all who have a basic understanding of the investment management industry.

Nicsa is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

CPEs Earned: 1 

CPE Field of Study: Specialized Knowledge 

Program Level: Basic 

Delivery Method: Group-Internet Based 

Advanced Preparation: None 

CANCELLATIONS AND REFUNDS: Due to this program being offered free of charge, there will be no refunds issued. Questions or Cancellations: Please contact Jordan DeBettencourt at 508.683.1618.

Jennifer Hoopes (Moderator)

Senior Managing Director and General Counsel, Foreside

Ms. Hoopes is responsible for Foreside’s international business and product expansion to support
Foreside’s non-U.S. clients. She regularly assists non-U.S. asset managers to navigate the U.S. and
design successful approaches for entering the market. She also works with U.S. managers to help them
understand the differences between U.S. and non-U.S. distribution and compliance matters. She
recently returned from a posting in London where she opened Foreside’s first European office. Ms.
Hoopes also serves as General Counsel for Foreside and is responsible for providing assessment,
oversight and management of, and counsel on, all legal issues, risk exposure, and regulatory compliance
for Foreside and its 24 subsidiaries, including 20 registered broker-dealers. Ms. Hoopes has particular
expertise in the intersection of fund distribution and regulatory compliance obligations.
Ms. Hoopes has served on multiple FINRA committees as both an elected and appointed member and
presents regularly at conferences and on webinars on broker-dealer, fund and asset manager matters.

Mrinalini Sud

Senior Manager, EY

Mrinalini is a Senior Manager within EY’s Financial Services Business Consulting practice with over 10 years of extensive experience serving financial services clients in both Americas and Asia. During this time, she has assisted several clients on large scale finance transformation projects spanning Vendor Management, Sourcing, Procurement and Accounts Payables functions. Through her work, Mrinalini routinely engages with Chief Financial Officers and Finance Executives on critical “top of the mind” finance management issues including the vendor management lifecycle. Her projects have included organizational strategy development, current state assessments, target operating model designs, business process reengineering efforts to drive cost efficiencies alongside risk management. She is a Six Sigma Green Belt certified professional who brings strong process excellence disciplines, such as lean, value stream mapping and process standardization to her projects. Prior to joining EY, Mrinalini worked with one of the largest global banks where she was instrumental in setting up their Global Procurement department. Mrinalini holds a Masters in Accounting degree from University of Virginia. She is a CPA, licensed from the state of Virginia and has been with EY since 2012.

Mrinalini actively leads the development of EY’s thought leadership around vendor management issues amongst financial services clients. Most recently, she led the most comprehensive targeted study in the market on Sourcing, Procurement, Accounts Payable and T&E practices involving the top global banks and asset managers. The study also focused on Supplier Diversity program maturity, alignment, practices and issues across the Wealth and Asset Managers.

Michael Radojevic

Vice President and Director, Capital Group

Michael Radojevic joined Capital Group in 2015 to lead the enterprise Strategic Sourcing and Procurement organization. Prior to Capital Group, Michael was Managing Director for Indirect Sourcing at United Airlines. He also spent 10 years with Ford Motor Company where he held various roles within the global procurement organization. He holds bachelor degrees from Michigan State University in both Supply Chain and Accounting. Michael lives in Southern California with his wife and two children.

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Webinar
10/21/2020 at 2:00 PM (EDT)   |  60 minutes
10/21/2020 at 2:00 PM (EDT)   |  60 minutes
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Certificate
1.00 CPE Credits credit  |  Certificate available
1.00 CPE Credits credit  |  Certificate available