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eTrain: Effective Vendor Contract Negotiation, Review, & Management


Presented by Vanessa Walpole, Sr. Paralegal; and Bruce Pearson, Sr. Partner, Law Firm of Styskal, Wiese & Melchione, LLP


Third party vendors are a necessary part of credit union operations, but too often their contracts are signed without a full review or understanding of all its terms. What elements and provisions should you insist on seeing in vendor contracts?

In this session Vanessa Walpole and Bruce Pearson of Styskal, Wiese & Melchione will educate you on what you want in your third party agreements, what you should have in your third party agreements, what regulators want in your third party agreements, and how to negotiate these third party agreements, as they discuss:

  • The essential elements of vendor contracts;
  • Basic contract drafting tips;
  • What should be negotiated and how; and
  • The essential elements of problem resolution.   


Who Should Attend?
This program is important for all credit union professionals who negotiate contracts with outside vendors.


Meet the presenters from Styskal, Wiese & Melchione, LLP:

Vanessa Bozzi Walpole, Senior Paralegal
As a 15 year employee and paralegal of Styskal, Wiese & Melchione, LLP, Vanessa assists the firm’s attorneys with reviews of complex non-qualified retirement plans, core systems contracts, payment systems contracts and other contract matters.

Bruce A. Pearson, Senior Partner
Mr. Pearson provides the firm’s clients with results oriented, practical and strategic legal and business advice focusing upon corporate governance, indemnity, insurance coverage and regulatory matters.  Mr. Pearson’s past credit union work experience provides the firm’s clients with a valuable “in the trenches” perspective.

Registration Investment: FREE for Power Learner Passport
$189 for UCUA Member Non-PLP Purchase

$378 for UCUA Non-League Members

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