Managing Your Core Vendor Contracts & Relationships
Many banks have signed contracts without a careful review. This session will look at key issues to watch for and opportunities for reducing expenses and controlling costs. These skills can be expanded to other third party contracts.

Your contract for services with your primary banking software provider defines a very important third party relationship with your bank. Issues of exposure, liability, service levels, and yes, cost, are all in play.

Many banks have signed contracts with dozens of pages, without a careful review. In some instances, the bank’s attorney has been asked to review and comment on the contract, but absent specific software expertise, such a review, is cursory at best.

This session will guide CFOs, COOs, and others with responsibility for negotiating such contracts, through a list of key contract points that should be addressed. This session is not a legal review but an operational one of the implications of committing to selected aspects of the contract.


  • Key contract terms and conditions
  • Use of ancillary and third party solutions
  • General vendor management guidelines
  • New regulatory concerns and oversight
  • Opportunities for improving pricing and service availability

Why Participate?

Participants will leave with insight into how to evaluate contract terms and areas to ask the bank’s attorney to look into in further. These skills can be extended to other third party contracts, further enhancing the benefits. Today’s focus on reducing expenses and controlling costs makes this session especially timely.


Senior management, CFOs, controllers, IT auditors, risk managers, IT and operations staff.


Trent Fleming – A 30-year industry veteran, Trent Fleming serves as a trusted adviser to financial institutions on matters of technology and strategy. He has worked with banks on matters as diverse as strategic planning, business continuity, employee education and training, and operational efficiency. Fleming’s presentations on technology, management and strategy consistently get the highest marks from his audiences, one reason he is invited back over and over again to speak.

Credit Information

Institute of Certified Bankers: Visit http://www.icbmembers.org/login.aspx for instructions regarding self-reporting. Estimated credits: 2 hours/session


Live Webinar:

Member price: $275.00 | Non member price $550.00

On-Demand Webinar

Member price: $295.00 | Non member price $560.00


Online: Visit the CBA Webinar Catalog

Mail: Click here and mail completed form with check payable to ConferenceEdge to: (Mail at least 10 days prior to event)

1516 Xavier St., Ste 500, Denver, CO 80204

Phone: Call ConferenceEdge at (877) 988-7526 (credit card payments only)

Please Note:

  • Preferred Payment Method: Online
  • Please register online or by phone when paying with a credit card
  • Payment Must Accompany Registration – Invoices are Not Provided

Register online up to day of event. Earlier registration allows time to check your computer for an optimal experience.