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Financial institutions heavily depend on third-party partnerships to enhance efficiency, cut costs, and address customer technology needs. Despite the advantages, these relationships pose potential risks that must be recognized, evaluated, and controlled.
Join our session to explore key aspects of third-party risk management, following the June 2023 Interagency Guidance. Learn about integrating fintech, leveraging flexible risk management, and addressing typical examination findings.
Jason is a manager in Wolf’s IT Assurance Services group, where he is responsible for coordinating and executing IT audit services for financial institutions, healthcare SaaS organizations, and financial technology organizations. He has 10 years of experience providing IT audit services and specializes in facilitating and performing System and Organization Controls (SOC) readiness assessments and reports. He also has considerable knowledge of information security practices, risk assessments, vendor management, asset management, and internal control testing (FDICIA/SOX).