Showing posts with label Vendor Management. Show all posts
Showing posts with label Vendor Management. Show all posts

Control TV Episode #5: ITI software group, Pandemic, Vendor Management

Posted by Sonya



Episode #5 - August 21, 2009

Episode length: 11 minutes, 53 seconds

View on Viddler

Intro:
  • We've got our first live studio audience
  • Find your hosts on Twitter: @SonyaJMills and @JimKisch
  • New Client shout-out: Linda and Jason at Citizens Bank of New Ulm
Have Questions?

What's Happening in the Forums?

The Uniti-East group has been using Control's community since last fall and we're looking forward to attending their annual conference in September. Recently members of the midwest Uniforum group and the Mid-South ITI User Group.

Additionally, we've got a Jack Henry user group and a Fiserv PCS user group if you use that software and are looking for others to talk about issues within your operations and data centers, those groups are a great resource. If you use a different vendor for your banking software and are interested in setting up a group on our community, please drop us a note and we'll get you set up!

Compliance Challenge of the Week:

Pandemic Planning and Response: Financial institutions need to be prepared for a pandemic incident. Prepare for up to 50% staff absences for periods of 2-3 weeks at the height of the pandemic. Implement vital testing, training, preparation and communication procedures.

Who: Sr. Management, HR, operations, compliance, IT, legal

How Often: quarterly/semi-annual. dependent on alerts

And by the way, we've got an ActionPack for that, just hit install and the entire process: from policy creation through audit, is automated for you.

FreePolicyTuesday:

Completely free on www.continuity.net for 1 week. All past policies are noted and archived on our free community.
This policy was generously provided by Jesse Torres of Pan American Bank. The purpose of this policy is to provide guidance relative to the management of vendor relationships. Senior management and the Board of Directors recognize that the development of relationships with vendors is established as a way for the financial institution to offer certain products and services without the need to develop the products and services “in house.” Such “outsourced” relationships benefit the financial institution through reduced costs, improved performance, increased business competitiveness, access to a superior knowledge base and the need for a limited in-house staff to support the financial institution’s business needs.

Closing Comments:
  • Check back on Tuesday to check out our next Free Policy Tuesday. We now publish this on the blog as well so you can subscribe to the RSS feed to be notified of each new release.
  • interested in seeing the show live?
  • please leave any feedback in the comments section

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Vendor Management Policy - Free Policy Tuesday

Posted by Sonya

Every Tuesday Continuity Engine releases a free banking policy for use by community banks and credit unions across America. These policies are made available through Creative Commons licensing so that banks and credit unions may freely remix and reuse the content to suit their individual financial institution's needs. When we release a new policy, the previous week's policy is archived on our community where it is always available for free to community members. In case you were wondering, membership in our community is always free for credit union folks and community bankers.

This week we are pleased to offer a Vendor Management policy that was provided by Jesse Torres, President and CEO of Pan American Bank in Los Angeles, CA. You can read more about Mr. Torres and his involvement with the Continuity Engine community in the post for episode 4 of Control Tv.

The purpose of the Vendor Management policy is to provide guidance relative to the management of vendor relationships. Senior management and the Board of Directors recognize that the development of relationships with vendors is established as a way for the financial institution to offer certain products and services without the need to develop the products and services “in house.” Such “outsourced” relationships benefit the financial institution through reduced costs, improved performance, increased business competitiveness, access to a superior knowledge base and the need for a limited in-house staff to support the financial institution’s business needs.

Please remember that this policy is only available for free on our website through August 24, 2009. If you are looking for a particular policy that you would like us to feature on a future Free Policy Tuesday, please let us know in the comments!

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Control Tv Episode #4

Posted by Sonya



Episode #4 - August 14, 2009

Episode length: 10 minutes, 57 seconds

View on Viddler

Intro:
  • Find your hosts on Twitter: @SonyaJMills and @JimKisch
  • New Client shout-out: Jesse and Carlos at Pan American Bank
Have Questions?

What's Happening in the Forums?

Social Media Best Practices Group Ask the Experts forum:

Jesse Torres: President and CEO of Pan American Bank in Los Angeles. Mr. Torres' experience includes positions with the Office of the Comptroller of the Currency, a Big Four accounting firm and large and small west coast financial institutions. Mr. Torres is also the author of the popular Community Banker's Guide to Social Network Marketing and the Community Banker's Guide to Hispanic Marketing. Mr. Torres can be found on his blog at socialmediabanking.blogspot.com, on LinkedIn at www.linkedin.com/in/jessetorres or @jstorres on Twitter.

Karen Licker: Co-Founder of Bankerstuff.com, has over 20 years of experience in retail banking management and marketing. She has become a recognized leader in providing bankers with unbiased & cutting edge information on the subject of social networking and social media strategy. Karen holds her Bachelor's degree in Ethical, Political and Social Philosophy from the University of Massachusetts, and is a noted lecturer on retail bank sales & marketing strategy at industry conferences and workshops. Karen can be found on LinkedIn at http://www.linkedin.com/in/karenlicker and as @bankerstuff on Twitter.

Coming soon; Bankerstuff 2 part Social Media Toolbox webinar series
  • Hear from thought leader on what’s important
  • Learn from the community banker what they did that’s working
  • Walk away from the sessions with tools to use right now
  • Continue to share/explore ideas and resources on the social media group

Compliance Challenge of the Week:

Vendor Management: Financial institutions large and small rely on many vendors. All vendors require some level of oversight. There's lots to do in this area.

Who: IT Manager and Compliance

How Often: Monthly contract reviews, quarterly service level agreements and annual policy reviews

And by the way, we've got an ActionPack for that, just hit install and the entire process: from policy creation through audit, is automated for you.

FreePolicyTuesday:

Completely free on www.continuity.net for 1 week. All past policies are noted and archived on our free community.
The purpose of the external IT audit policy is to establish written guidelines for IT audit coverage that will satisfy the board's audit responsibility for this area. This policy establishes the structure of IT audit coverage, and establishes the scope and frequency of IT audit coverage.

Closing Comments:
  • Tuesday 8/18/09 Free Policy Tuesday will be Vendor Management
  • interested in seeing the show live?
  • please leave any feedback in the comments section

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