Negotiating Vendor Contracts: Key Provisions, Market Terms & Due Diligence

Auditing & Accounting Compliance Operations Managers & Supervisors

On-Demand Webinar:

StreamedAug 25, 2025Duration90 minutes

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

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Failure to manage third-party compliance can lead to legal penalties, data breaches, operational disruptions, and reputational damage.

The first line of defense is your vendor contract. Join this webinar to get contract, negotiation, and risk-mitigation recommendations from a legal expert!

AFTER THIS WEBINAR YOU’LL BE ABLE TO:

Understand regulator expectations for contracting with vendors and third-party service providers
Create a request for proposal (RFP) to send to vendors
Define the service-level agreements applicable to technology-related vendors and how to negotiate these agreements
Explain the key provisions that should be in every vendor contract
Identify how to control related risks, including subcontractors and fourth parties

WEBINAR DETAILS

Understanding the regulatory standards related to vendor relationships and contracts is critical when negotiating contracts with third-party service providers. Financial institutions are held accountable not only for their own operations, but also for the actions and controls of their vendors – especially those handling sensitive data, accountholder interactions, or core banking functions. This webinar will cover key contract provisions and negotiating strategies to protect against regulatory violations, data breaches, downtime, etc. It will also address how to prepare a request for proposal (RFP) that can be used when seeking new services from a third party.

WHO SHOULD ATTEND?

This informative session is designed for personnel involved with vendor contracts and relationships, such as attorneys, auditors, managers, and compliance officers.

TAKE-AWAY TOOLKIT

Checklist of key terms that should be included in vendor contracts
RFP template
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.