Customer Event

The 2024 ProcessUnity Customer Summit

Join us for the 2024 ProcessUnity Customer Summit, Tuesday, April 30 to Thursday, May 2, 2024. The three-day conference features best practices, technical workshops and success stories from ProcessUnity and CyberGRX team members, industry experts and your peers.

ProcessUnity Customer Summit

Join your colleagues, industry peers and experts from CyberGRX and ProcessUnity for a two-day event packed with product deep dives, customer case studies and opportunities to network with leaders in your field. An optional pre-conference training bootcamp takes place on Tuesday, April 30. The conference includes:

  • In-depth technical sessions, best practices, panel discussions and networking opportunities
  • Customer case studies from forward-thinking risk practitioners and organizations
  • The latest on the ProcessUnity / CyberGRX integration
  • ProcessUnity company updates and a sneak peek into future platform upgrades

Ticket Prices

  • Conference Only: $895 Early Bird ($1,295 after February 28)
  • Conference + Bootcamp Training: $1,295 ($1,695 after February 28)

(Note: There is a $100 discount per ticket for customers purchasing 2+ tickets.)

Call for Speakers

Do you have a compelling success story or topic you’d like to present at the Summit? Send a brief two-sentence abstract, along with presentation title, speaker’s name, organization, address, phone and email address to ProcessUnity marketing for consideration. Customer presenters will be eligible for event discounts and other special considerations.

Conference Agenda (Subject to Change)

Bootcamp:
Tuesday, April 30, 2024

  • 8:00 AM – Registration & Breakfast
  • 9:00 AM – Morning Session 1
    Track 1: Beginner: Admin 101 – User Management
    Track 2: Intermediate: Vendor Portal 201 – Vendor Portal Management and Issue Resolution
    Track 3: Advanced: Workflow Configuration 301 – Configuring Approval Workflows with Rejection Paths
  • 10:30 AM – Break
  • 11:00 AM – Morning Session 2
    Track 1: Beginner: Reporting 101 – Reporting & Data Analysis
    Track 2: Intermediate: Configuration 201 – Effective Property Management
    Track 3: Advanced:  Workflow Configuration 301 – Button and Status Configuration Techniques
  • 12:30 PM – Lunch
  • 1:30 PM – Afternoon Session 1
    Track 1: Beginner: Admin 101 – Notification Management
    Track 2: Intermediate: Reporting 201 – Troubleshooting and Data Validation Reporting
    Track 3: Advanced: Functions & Features 301 – Mastering Object Relationship Picklist
  • 3:00 PM – Break
  • 3:30 PM – Afternoon Session 2
    Track 1: Beginner: Questionnaires 101 – Questionnaire Management
    Track 2: Intermediate: Reporting 201 – Multi-Level Reporting
    Track 3: Advanced: Workflow Configuration 301 – Automation Unleashed: Automated Actions with Practical Applications
  • 5:00 PM – Bootcamp End

Summit Day One:
Wednesday, May 1, 2024

  • 7:30 AM – Registration & Breakfast
  • 8:30 AM – Conference Kickoff & Overview
  • 8:45 AM – ProcessUnity Company Update
  • 9:15 AM – What’s Next: The ProcessUnity Plan
  • 9:45 AM – Customer Case Study: DTCC
  • 10:30 AM – Break
  • 11:00 AM – Breakout Sessions
    Track 1: Partner Panel
    Track 2: CISO & CPO Panel: Answering TPRM Concerns at the C-Suite
  • 11:30 AM – Breakout Sessions
    Track 1: Building Data, System, and Content Integrations for Scale & Sustainability
    Track 2: Assessments and the Future of TPRM
  • 12:00 PM – Lunch
  • 1:00 PM – Customer Network Event: Share Best Practices and Learnings on What Makes Your Program Successful
  • 2:45 PM – Break
  • 3:00 PM – ProcessUnity Platform: 4 Pillars to a Successful TPRM Program
  • 4:00 PM – Day One End
  • 5:00 PM – Board Buses to SeaWorld

Summit Day Two:
Thursday, May 2, 2024

  • 7:30 AM – Breakfast
  • 8:20 AM – Day Two Welcome & Announcements
  • 8:30 AM – Conference Keynote
  • 9:15 AM – Customer Case Study: Hackensack Meridian Health
  • 10:00 AM – Break
  • 10:30 AM – Customer Case Study: BNP Paribas
  • 11:15 AM – Breakout Sessions
    Track 1: RiskRecon Presentation
    Track 2: Customer Case Study Panel
  • 12:00 PM – Lunch
  • 12:45 PM – Breakout Sessions
  • 1:15 PM – Breakout Sessions
    Track 1: A Day in the Life of a Third-Party
    Track 2: Castlehill Presentation
  • 1:45 PM – Navigating the ProcessUnity Future: A Deep Dive into our Product Roadmap
  • 2:45 PM – Closing Remarks
  • 3:00 PM – Conference End
Frequently Asked Questions

What is the room rate at the Omni ChampionsGate Hotel?
$269/night plus taxes & fees.

Can you provide me with a justification document I can use to get approval to attend the conference?
Yes. You can download a copy here.

What is the cancellation policy?
Requests for cancellations and/or refunds will be accepted up to 30 calendar days prior to the conference start date and a 20% administrative fee will be deducted. Please note that this fee will be incurred for all cancellation/refund requests regardless of when they are received. Once a registration has been charged to a credit card, ProcessUnity is not able to change the credit card used for payment. Refunds will be credited using the original method of payment less the cancellation fee. Cancellations received after the cutoff date will not be refunded for any reason. Refunds will not be issued for no-shows.

Click Here to Register for the 2024 ProcessUnity Customer Summit

Thank you to our Participating Sponsors:

castlehill
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morganfranklin
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