12TH ANNUAL SHARED ASSESSMENTS THIRD PARTY RISK SUMMIT

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The Trusted Source in Third Party Risk Management 12TH ANNUAL THIRD PARTY RISK SUMMIT Finding Assurance In Vendor Partnerships PMS 315 PMS 410 April 10-11, 2019

1 The Trusted Source in Third Party Risk Management 12TH ANNUAL THIRD PARTY RISK SUMMIT Finding Assurance In Vendor Partnerships PMS 315 PMS 410 April 10-11, 2019 Ritz-Carlton Pentagon City Arlington, VA FE GROUP THESANTA The trusted source in third party management The trusted source in third party management Presented by: THE SANTA FE GROUP

250+ LEADERS IN THIRD PARTY RISK EXPERT PANELS PRE-EVENT WORKSHOPS CASE STUDIES Third Party Risk Management requires organizations to continually improve their processes to stay one step ahead of the

The Summit, now in its 12th year, is the premier global, multi-industry event to shed light on processes, technologies and efficiencies in third party risk management.

Attendees will have the opportunity to network with peers, benchmark and improve the maturity of their programs and learn to leverage best practices and new technologies.

Robotics and Machine Learning: Impact on Third party Risk How boards are looking at risk ABOUT THE PROGRAM Shared Assessments is the trusted leader in third party risk management, with resources to

Program resources are: creating efficiencies and lowering costs for all assessment participants; kept current with regulations, industry standards and guidelines and the current threat environment;

2 250+ LEADERS IN THIRD PARTY RISK EXPERT PANELS PRE-EVENT WORKSHOPS CASE STUDIES Third Party Risk Management requires organizations to continually improve their processes to stay one step ahead of the challenges and complexities of outsourcing mission-critical services. New technologies must be integrated, new attacks thwarted and new regulations must be integrated. The Summit, now in its 12th year, is the premier global, multi-industry event to shed light on processes, technologies and efficiencies in third party risk management. The purpose of the Shared Assessments Annual Summit is to bring together leading experts in risk management to identify trends and share best practices. Attendees will have the opportunity to network with peers, benchmark and improve the maturity of their programs and learn to leverage best practices and new technologies. KEY SESSIONS INCLUDE: What CISO s are facing today and in the future Reputational Risk and Crisis: Communications in Third Party Risk Innovation in Regulation Data Analytics and Metrics of TPRM AI, Robotics and Machine Learning: Impact on Third party Risk How boards are looking at risk ABOUT THE PROGRAM Shared Assessments is the trusted leader in third party risk management, with resources to effectively manage the critical components of the third party risk management lifecycle. Program resources are: creating efficiencies and lowering costs for all assessment participants; kept current with regulations, industry standards and guidelines and the current threat environment; and adopted globally across a broad range of industries both by service providers and their customers. Shared Assessments membership and use of the Shared Assessments Program Tools: Standardized Information Gathering (SIG) questionnaire platform, Standardized Control Assessment (SCA) and Vendor Risk Management Maturity Model (VRMMM) offers companies and their service providers a standardized, more efficient and less costly means of conducting rigorous assessments of controls for cybersecurity, IT, privacy, data security and business resiliency. The Shared Assessments Program is managed by The Santa Fe Group ( a strategic advisory company based in Santa Fe, New Mexico. For more information on Shared Assessments, please visit or info@sharedassessments.org.

3 NEW IN 2019 Shared Assessments offers special speaking times as part of our annual Shared Assessment Summit sponsorship packages. Due to the high volume of requests we receive for the limited number of speaking sponsorships, our processes have been updated beginning with the 2019 Shared Assessments Summit. If you are interested in the Platinum Sponsorship or the Breakfast Speaker Sponsor, you must submit a Sponsorship Speaking Request Form for consideration. Submissions will be reviewed internally, and two selections and one alternate will be selected. By submitting the Sponsor Speaker Form, you agree to pay the sponsorship fee, if your Sponsorship Request to Speak, is accepted. PLATINUM SPONSOR - $30,000 Luncheon Case Study Wednesday, April 10th Luncheon Case Study Thursday, April 11th The Summit luncheon is a great opportunity for sponsors to present relevant risk content and network with our members and attendees. The sponsor will have the opportunity to give a 30 minute presentation or hosted panel to the full Summit audience, followed by 45 minutes for a luncheon and networking time. ADDITIONAL PLATINUM LEVEL BENEFITS: Logo on Table Signage during luncheon Exhibition space. 2 complimentary registrations to the Summit. as a Platinum sponsor with company logo. Recognition on Summit backdrop signage and on Summit tote bag. Sponsorship announcement and introduction by a Shared Assessments representative during the Summit. If you are interested in one of our limited sponsored speaking offerings, please Kelly Wagner at kelly@santa-fe-group.com to request the Sponsorship Speaking Request Form. To receive a Sponsor Speaker Form, info@sharedassessments.org.

4 GOLD SPONSOR - $20,000 Breakfast Speaker Sponsor Thursday, April 11th $20,000 This sponsor will speak or present thought leadership content for 30 minutes during breakfast before the official programming begins on Day 2. Unique opportunity to address Summit attendees and kick off Day 2. Table signage will recognize your organization. If you are interested in the Platinum Sponsorship or the Breakfast Speaker Sponsor, you must submit a Sponsorship Speaking Request Form for consideration. By submitting the Sponsor Speaker Form, you agree to pay the sponsorship fee, if your Sponsorship Request to Speak, is accepted. VIP & Awards Ceremony Reception Tuesday, April 9th $20,000 The VIP & Awards Ceremony Reception serves as a celebration of Shared Assessments members, partners and guests who have supported the Program and continued development of the Program Tools. This invitation-only event on the evening before the Summit is a prime networking opportunity and allows sponsors to make a big impression. Sponsor will have an opportunity to speak to reception attendees and thank them for attending and provide a brief 5-10 minute overview of your organization. Summit Networking Reception - Wednesday, April 19th $20,000 This reception following Day 1 of the Summit is open to all attendees. This unprogrammed networking event is a great opportunity to speak with peers, prospective clients and third party risk industry leaders. Sponsor will have an opportunity to speak to reception attendees and thank them for attending and provide a brief 5-10 minute overview of your organization. Exclusive Workshop Sponsor Day 1 and Day 2 $20,000 Shared Assessments will be hosting multiple pre-summit Workshops that discuss helpful tips and tricks for the Program Tools, how to start or enhance a third party risk program and special topics like regulation and emerging technology. This sponsorship includes an Exhibit table in the hall outside the workshop to speak to attendees during breaks and an opportunity for a 5-10 minute introduction to the attendees. ADDITIONAL GOLD LEVEL BENEFITS: Exhibition space. Two complimentary registrations to the Summit. as a Gold sponsor with company logo. Recognition on Summit backdrop signage and on Summit tote bag. Sponsorship announcement and introduction by a Shared Assessments representative during the Summit. Logo on signage and at tables for the event.

5 SILVER SPONSOR - $13,000 Breakfast Networking Sponsor Day 1 Wednesday, April 10th $13,000 Day One breakfast will kick off Summit. Start the Summit off right by networking and discussing the day s events with Summit attendees. Table signage will recognize your organization. CTPRP Sponsor Friday, April 12th $13,000 Shared Assessments will be hosting a post Summit CTPRP Workshop and Exam. The Certified Third Party Risk Professional (CTPRP) designation validates expertise, providing professional credibility, recognition and marketability. This sponsorship includes an Exhibit table in the hall outside the workshop to speak to attendees during breaks and an opportunity for a 5-10 minute introduction to the attendees. ADDITIONAL SILVER LEVEL BENEFITS: Two complimentary registrations to the Summit. as a Silver sponsor with company logo. Recognition on Summit backdrop signage and on Summit tote bag. Sponsorship announcement and introduction by a Shared Assessments representative during the Summit.

6 BRONZE SPONSOR - $7,500 Break Sponsor Day 1 Wednesday, April 10 $7,500 Break Sponsor Day 2 Thursday, April 11 $7,500 Logo recognition in the break areas for snacks, drinks and coffee. as a Bronze sponsor with company logo. Hardcover Journal Lanyard Everyone loves a useful giveaway. Choose to put your logo on the above. ADDITIONAL BRONZE BENEFITS: One complimentary registration to the Summit. as a Bronze sponsor with company logo. Recognition on Summit backdrop signage and on Summit tote bag. Sponsorship announcement and introduction by a Shared Assessments representative during the Summit.

EXHIBITOR SINGLE SPACE: $9,250 EXTENDED SPACE: $16,500 SOLUTION SHOWCASE: $8,000 Take advantage of your target audience being in one place at the same time.

7 EXHIBITOR SINGLE SPACE: $9,250 EXTENDED SPACE: $16,500 SOLUTION SHOWCASE: $8,000 Take advantage of your target audience being in one place at the same time. Showcase your company s unique products and services and engage in meaningful conversations during all networking breaks and meals. DETAILS ARE: Exhibitor Space (pick from the following) SINGLE: one table top display space with 6 table EXTENDED: Double table top display space with two 6 tables Solution Showcase: Exhibitors can add on a 20 minute presentation or demonstration in a designated room during a networking break (limited to four). ADDITIONAL BENEFITS FOR EXHIBITORS: Two complimentary registrations to the Summit. as a Exhibitor with company logo.

8 APRIL RITZ CARLTON PENTAGON CITY ARLINGTON, VA , MAIL, OR FAX TO: The Santa Fe Group, Attn: Nicole Musolf, 3 Chamisa Drive North, Suite 2, Santa Fe, NM Tel: , Fax: , nicole@santa-fe-group.com CONTACT NAME TITLE COMPANY STREET ADDRESS CITY, STATE & ZIP PHONE FAX COMPANY WEBSITE SIGNATURE Please reserve a sponsorship or exhibitor opportunity for my company. All sponsorship opportunities are limited and are offered on a first-come, first-served basis and will only be held upon receipt of payment. Note: Payment must be received within 30 days of submission of sponsorship/exhibitorship application and no later than 14 days prior to the event. Shared Assessments Program members receive a 10% discount on all sponsorship or exhibitorship opportunities. METHOD OF PAYMENT (PLEASE CHECK THE APPROPRIATE BOX): CHECK FORTHCOMING: Checks must be received within 30 days of submission of sponsorship/exhibitorship application. Checks must be made payable to The Santa Fe Group. Please mail check to The Santa Fe Group, Attn: Nicole Musolf, 3 Chamisa Drive North, Suite 2, Santa Fe, NM CREDIT CARD: Credit card payments are accepted via PayPal. Please provide an address below and an invoice will be sent to you with a link for payment directly from PayPal. ADDRESS FOR PAYPAL INVOICE: SPONSOR AND EXHIBITOR TYPE: PLATINUM SPONSOR LUNCHEON CASE STUDY DAY 1 $30,000 LUNCHEON CASE STUDY DAY 2 $30,000 GOLD SPONSOR VIP RECEPTION $20,000 NETWORKING RECEPTION $20,000 BREAKFAST SPONSOR DAY 2 $20,000 WORKSHOP SPONSOR (DAY 1 & 2) $20,000 SILVER SPONSOR POST-CONFERENCE CTPRP EXCLUSIVE SPONSOR BREAKFAST SPONSOR DAY 1 (NO SPEAKING) BRONZE SPONSOR EXHIBITOR DISCOUNTS $13,000 $13,000 CLOSING/PRE-CTPRP RECEPTION $7,500 BREAK SPONSOR DAY 1 $7,500 BREAK SPONSOR DAY 2 $7,500 HARD JOURNAL BOOKS $7,500 LANYARD $7,500 SINGLE SPACE $9,250 EXTENDED SPACE $16,500 SOLUTIONS SHOWCASE - DAY 1 (ADD ON) (2 AVAILABLE) SOLUTIONS SHOWCASE - DAY 2 (ADD ON) (2 AVAILABLE) MEMBER DISCOUNT (-10%) 2018 RETURN SPONSOR DISCOUNT (-5%) TOTAL $8,000 $8,000 *Any sponsor who s total sponsor rate is more than $30,000 will qualify as Platinum, more than $20,000 as Gold and combined, more than $13,000 a Silver.

2018 Housing Conference SPONSOR & EXHIBITOR PROSPECTUS

August 21, 2018 August 22, 2018 2018 Housing Conference SPONSOR & EXHIBITOR PROSPECTUS WHO WE ARE The mission of the Oklahoma Coalition for Affordable Housing ( Coalition ) is to lead the movement to ensure