White Papers

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Chris Monk
Managing Director
Protiviti Inc.

6 Key Elements of a Mature Vendor Management Organization

Recent regulatory requirements and guidance targeting third-party and vendor management activities look like – and call for – a whole lot of work.  Leading banks and other FSI organizations, however, should treat these tactical requirements not just as a chore, but as a strategic opportunity to drive cost and efficiency gains and evolve vendor relationships into strategic, high-value partnerships.  In this whitepaper, we present six key elements of a mature vendor management organization (‘VMO’) and building blocks of an effective framework for a flexible model.  It also features an example of a successful and evolving VMO.

Chris is a Managing Director within Protiviti and a member of the Leadership Team for Supply Chain Solutions.  Chris has over 15 years of experience in supply chain, both within industry and serving clients as a consultant.  He has a proven track record of analyzing, improving, and transforming organizations, delivering performance improvement and sustainable cost savings for clients across a number of industries.  His areas of focus include S&OP, Sourcing and Procurement, Accounts Payable, Enterprise Contract Management, Supplier Performance Management, and Third Party Risk Management.  He is a published thought leader and has been recognized by Supply and Demand Chain Executive Magazine as a Pro to Know. 

Chris has assisted financial intuitions of all sizes in the assessment, design, and implementation of leading vendor/third party risk management programs.  This includes helping companies address overall 3PRM strategy and policy, risk management lifecycle processes, organization design and roles, management reporting/monitoring, risk assessment and third party segmentation methodology and tools, and enabling technologies. 

Enabling Speed of Innovation Through Effective Third-Party Risk Management

Vendor Management

Fintech Compliance Readiness


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Natalie Putnam
Vice President Marketing
Ryder System, Inc.

Building on more than 25 years of leadership in sales and marketing for logistics and supply chain, Ms. Putnam brings exceptional knowledge and expertise on how to attract and retain customers and employees by creating and sustaining a vibrant business culture. Recently named vice president of marketing for Ryder Fleet Management Solutions, Natalie leads the marketing organization focused on expanding the use of fleet services for business including full service leasing, maintenance services and alternative fuel vehicles. Her responsibilities include designing an effective and customer-centric message that enhances the engagement with customers and prospects.
Ms. Putnam has spent her career revitalizing company culture and providing a positive environment for change and growth. Prior to joining Ryder, Natalie served as vice president of sales & marketing at Kansas City Southern. Her previous experience includes 25 years at YRC Worldwide where she held positions of increasing responsibility including national account manager, director of business development in both local and corporate sales, vice president of corporate accounts, group vice president of enterprise solutions and senior vice president of transportation and logistics solutions. As senior vice president she led an organization of over 600 sales professionals and support staff dedicated to growing business relationships with over 300,000 customers.
Ms. Putnam has a bachelor of science in business and a minor in economics from Central Michigan University. She currently serves on the board of the Cystic Fibrosis Foundation Kansas City Heartland Chapter. She and her husband, Gary, live in Fort Lauderdale, FL.
Ms. Putnam can be reached at [email protected]

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Matt Vnuk
Principal
Compensation Advisory Partners, LLC

Matt Vnuk is a Principal at Compensation Advisory Partners LLC (CAP) in New York. He is an experienced consultant, advising corporate boards and senior management in all areas of executive and director compensation. Selected areas of focus include: assistance in setting shareholder-focused performance targets, customizing incentive programs to support strategic priorities, evaluating pay versus performance relationships, and drafting and validating the CD&A and compensation-related portions of the annual proxy statement. Matt currently works with a number of leading companies, across industries. He also regularly authors CAP client alerts (CAPFlash) and has been quoted by and written for numerous publications, such as Agenda, Directors Monthly, Directorship and The Wall Street Journal. In addition, Matt has been a speaker on webcasts sponsored by the NACD and the Corporate Directors Group.

Matt can be reached at: [email protected] or (212) 921-9364.

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Ryan S. Bouley
Managing Director
Opportune LLP

Ryan is a Managing Director in the Restructuring practice of Opportune.  He focuses on financial and operational restructuring, and has significant experience in reorganization plan development, negotiation and implementation, corporate recapitalizations, distressed valuation, effecting amendments and waivers, capital raising, distressed M&A, liquidity management, business plan development and review, and litigation support.  Ryan has advised debtors, creditors, and equity holders on restructurings and special situations – both in – and out-of-court – with liabilities totaling in excess of $20.0 billion.  Prior to joining Opportune, Ryan was a vice president in the restructuring group at Duff & Phelps Securities (f/k/a Chanin Capital Partners).  Before that, he worked at Panagos Katz Situational Investing – a special situations fund – and began his career in the leveraged finance group at J.P. Morgan. Ryan received a B.A., magna cum laude, in International Relations and Economics from Tufts University and a J.D. from Wake Forest University School of Law.  He holds the Financial Industry Regulatory Authority (“FINRA”) Series 63 and 79 licenses.

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Charles G. Miller
Principal
Bartko, Zankel, Bunzel & Miller

Charles G. Miller, a principal, has defended franchise companies regarding claims charging them with being employers of franchisees or their employees and wrote the amicus curiae brief that contained many of the arguments adopted by the Court in Cislaw v. Southland Corp, 6 Cal.Rptr.2d 386 (Cal.Ct.App.1992), an oft-cited case holding that a franchisee is not an employee, but an independent contractor.  He recently authored an article in LJN’s Franchising Business & Law Alert (Vol. 22, No. 1, October 2015) on the NLRB Browning-Ferris Industries decision entitled “NLRB Changes Rules for Determining Joint Employers.”

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Cheryl L. Mullin, J.D., LL.M.
Shareholder
Mullin Law, PC

Cheryl Mullin is the founding partner of Mullin Law, PC. Her practice focuses on assisting commercial clients achieve their growth objectives through corporate growth, franchising, joint ventures, acquisition, and private investment.

Cheryl earned her J.D. from Widener University School of Law in 1995, and her LL.M (Taxation) from Southern Methodist University Dedman School of Law in 2013. She is recognized for her work in franchising by International Who's Who of Franchise Lawyers (since 2013), Texas Super Lawyers (since 2012), and Best Lawyers in America (since 2007). Cheryl also has been recognized since 2007 by “D” Magazine as one of the best lawyers in Dallas, and by Franchise Times magazine since 2004 as a “Legal Eagle.” Cheryl is AV-rated by Martindale-Hubbell. 

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Farheen Ibrahim
Attorney
Mullin Law, PC

Farheen focuses her practice in the areas of employment law, franchising, and commercial litigation. Farheen assists clients with all aspects of management-side employment matters, including handbooks, policies and procedures, employment-related contracts, workplace investigations and training, and matters involving anti-discrimination, FLSA, FMLA, ACA, NLRA, and similar state-specific statutes.

Before joining Mullin Law, PC, Farheen worked as a litigation associate at two prominent Dallas-area firms, devoting her practice to matters in arbitration and litigation in state and federal courts. Farheen also has experience resolving matters before the Texas Workforce Commission-Civil Rights Division, the Equal Employment Opportunity Commission, and the National Labor Relations Board.

Farheen received her J.D. from SMU Dedman School of Law in Dallas, Texas. Farheen earned her bachelor’s degree from Rice University in Houston, Texas.

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Terry Dunne
Managing Director
Millennium Trust Company

Terry Dunne is the Managing Director of the Rollover Solutions Group at Millennium Trust Company with responsibility for the development of Millennium’s comprehensive automatic rollover product.

With over 35 years sales and marketing experience in the financial services industry, Terry has been published by several organizations including the American Society of Pension Professionals and Actuaries (ASPPA), Sage’s Compensation & Benefits Review, and International Foundation for Employee Benefits Plans on a number of retirement plan topics including plan terminations, locating missing plan participants, un-cashed checks, and de-risking of DB Plans.

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Dr. John K. Weatherspoon
Patent Attorney & Director of Intellectual Property
Bibby, McWilliams & Kearney, PLLC

Dr. John Weatherspoon is a Patent Attorney and the Director of Intellectual Property at Bibby, McWilliams & Kearney, PLLC. He practices intellectual property law, commercial transactions, and complex litigation. Dr. Weatherspoon is a very experienced business, corporate, and intellectual property attorney with extensive experience advising corporate legal departments, universities, emerging and mid-stage companies, and numerous other clients. Dr. Weatherspoon has extensive experience counseling clients on developing their intellectual property portfolios, preparation, prosecution and management of patent portfolios, intellectual property counseling, enforcing intellectual property rights through licensing, litigation, or settlement, providing competitor intelligence, as well as conducting patentability analysis, freedom to operate, infringement assessments, patent validity, and product clearance analyses for commercial and research activities. In addition, he has in-depth experience with technology transfer, patent appeals and oppositions, and counseling on corporate matters.

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Dr. Ian Howells
Chief Marketing Officer
Argyle Data

Dr. Ian Howells, the Chief Marketing Officer at Argyle Data, is a passionate technologist and serial entrepreneur with over 25 years experience building successful technology companies through IPO and acquisition. Prior to joining Argyle Data, Ian held senior marketing roles at Documentum from its early days through to IPO, SeeBeyond through its IPO and acquisition by Sun, Alfresco from a startup to the largest private open source company in the world, StorSimple, acquired by Microsoft, and Couchbase through a period of 400% growth. Ian has a Ph.D. in distributed databases and has published a number of papers and contributed to books on related topics. Ian has a passion for applying big data analytics techniques to marketing and open source. He previously penned the blog “Open Source Hearts and Minds” for Computerworld and is a frequent contributor to Fraud & Technology Wire.

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Sue Horn CPA, CISA
Manager
Crowe Horwath LLP

Officer at Argyle Data, is a passionate technologist and serial entrepreneur with over 25 years experience building successful technology companies through IPO and acquisition. Prior to joining Argyle Data, Ian held senior marketing roles at Documentum from its early days through to IPO, SeeBeyond through its IPO and acquisition by Sun, Alfresco from a startup to the largest private open source company in the world, StorSimple, acquired by Microsoft, and Couchbase through a period of 400% growth. Ian has a Ph.D. in distributed databases and has published a number of papers and contributed to books on related topics. Ian has a passion for applying big data analytics techniques to marketing and open source. He previously penned the blog “Open Source Hearts and Minds” for Computerworld and is a frequent contributor to Fraud & Technology Wire.

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William E. Turner II
Partner
Barack Ferrazzano Kirschbaum & Nagelberg LLP

Will has 20 years of experience advising clients in mergers and acquisitions, joint ventures and capitalization and finance transactions. He assists investors in venture capital and real estate investments, and provides counsel to a number of non-U.S. companies and their U.S. subsidiaries. Will also has formed and advised numerous services- and capital-based limited liability companies, limited partnerships and other business entities.

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Matthew A. Jackson
Partner
Barack Ferrazzano Kirschbaum & Nagelberg LLP

Matt advises domestic and international companies on mergers, acquisitions, dispositions and joint ventures. He represents clients in capital raising and financing transactions, such as public offerings, private equity transactions and debt financings. Matt’s practice also encompasses securities law compliance and disclosure matters, including reporting under the Securities Exchange Act. In addition, he has experience in shareholder control, buy-sell arrangements and other corporate formation matters for emerging businesses.

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