Center for Financial Professionals

The Center for Financial Professionals (CeFPro) is an international research organization and the focal point for financial risk professionals to advance through renowned thought-leadership, knowledge sharing, unparalleled networking, industry solutions and lead generation. CeFPro is driven by and dedicated to high quality and reliable primary market research. It is this market research that allows us to provide financial institutions, industry professionals and companies with unparalleled knowledge sharing through research projects and reports, peer-to-peer conferences, exhibitions, news, and reports. Whether your objective is thought-leadership and networking at an international conference and exhibition, a focused training course to advance your knowledge and skillsets, or an independent research project to base your next thought-leadership report, we can provide the right service for you.

Featured Events

Vendor USA

3rd Annual Vendor & Third Party Risk USA 2018

Taking place in New York City on June 5-6 2018, The 3rd Annual Vendor & Third Party Risk USA Congress will assess aligning industry best practices and incorporating innovation and automation to increase efficiency within the Vendor & Third Party Risk landscape.

LRM 2018

Liquidity Risk Management 2018

Taking Place on 12 June 2018, in London, The 7th annual Liquidity Risk Management Forum will be exploring the Liquidity Risk landscape, including market trends and regulatory requirements.  

The LRM Forum will feature keynote discussions in two streams over the course of the one-day Forum from financial professionals at global institutions.


3rd Annual Vendor & Third Party Risk Europe 2018

Taking place on 13-14 June 2018 in London, the 3rd Annual Vendor & Third Party Risk Europe Summit will assess and review the evolving vendor and third party risk processes and best practices for efficient end-to-end governance, due diligence and a holistic management approach.


IFRs 17 Forum

The 2nd Annual IFRS 17 Forum taking place on 13 June 2018 in London, will be reviewing the top challenges and opportunities surrounding implementation.

Tech & innovation risk

Technology & Innovation Risk

The 2nd Annual Technology & Innovation Risk Summit is taking place over 25-26 September in London. Join senior technology and innovation risk professionals from leading Financial Institutions and FinTech companies to discuss and share their experiences on the latest trends, developments and requirements.

LRM USA 2018

Liquidity Risk Management USA 2018

The 3rd Annual Liquidity Risk Management USA Congress will be taking place on October 23-24 in New York City. The Congress will provide a platform for the industries finest to discuss and review the latest updates within liquidity risk including regulation, markets and technology.

18th May 2018

Effectively managing fourth parties

By Michael Casey, Head of Outsourcing and Supplier Risk, Americas, UBS.
18th May 2018

The SSM multi-year plan for ICAAP and ILAAP

By Dr. Armin Leistenschneider, Head of Section, DG Micro-Prudential Supervision IV, European Central Bank.
18th May 2018

Three lines of defense model impact on third-party risk management

By Dan Morrison, Managing Director, Group Head, Third Party Risk Management, MUFG Union Bank.

The Center for Financial Professionals and the Institute of Operational Risk are conducting a global survey to gather information about the future discipline and direction of Operational Risk and the practitioners who work within it. The highlights and the results of the survey will be presented in a report, providing insights on:

  • The current best practices and approaches to ops risk
  • Tools and skills being applied
  • What direction the discipline will go

We are looking for global operational risk professionals to take part in this short 3 minute survey. A complimentary copy of the report will be made available to all entrants.

Assessing the preparedness of financial institutions using standard approach for IFRS 9

Online Business Technologies  and the Center for Financial Professionals have launched a joint survey to screen the IFRS 9 impairment approach of banks using Standard Approach, and identify widely used simplification strategies that are allowed by the standard.

The objective of the survey was to

  • give an overview of the status of IFRS 9 implementation projects to serve as a benchmark for banks,
  • identify simplification opportunities, which are widely used by the banking community, and share ideas about these opportunities,
  • screen the expected budget and IT costs of IFRS 9 implementation to enable banks to compare their implementation project to others.

Want to work with the Center for Financial Professionals on the next research report? Contact today to discuss how we research over 450,000 risk professionals.

The Center For Financial Professionals recently collaborated with MyComplianceOffice to conduct research with close to 250 relevant professionals to identify the development of third party risk management practices to provide the industry with a better view of the current issues and an understanding of how our peers are overcoming the challenges in the sector.

Want to work with the Center for Financial Professionals on the next research report? Contact today to discuss how we research over 450,000 risk professionals.

Targeted and Tailored Partnerships

Advance your Branding, Awareness, Industry Expertise, Thought-Leadership and Lead-Generation

Sponsorship and exhibition at the Center for Financial Professionals’ events offer unique networking, brand recognition and thought-leadership deliverance opportunities with senior industry professionals from around the world. Whether you want full branding across the event or simply a well-positioned exhibition stand, our sponsorship team will tailor the right package for you.