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Monthly Meeting
Transforming Your Vendor Relationships into Partnerships and Past Presidents Night

Tuesday, April 25, 2023


5:15 PM ET


8:00 PM ET

Program Description

Transforming Your Vendor Relationships into Partnerships

How do you create a relationship with your vendor that transforms them from thinking of you as just a client or a number to that of a strategic partner? It’s a two-way street, and we will discuss what you need to accomplish that shift – proper resources, support personnel, executive representation, functional systems, and the right contract and business terms. We will provide an update on the Core provider market and the success we have seen in building out this type of mutually rewarding partnership.


    Cocktails | 5:15pm - 6:15pm ET
    Dinner | 6:15pm - 7:00pm ET
    Program | 7:00pm - 8:00pm ET


Trisa Wetzel

SVP Operations & Conversion Services, Engage fi, LLC

Trisa brings more than two decades of executive leadership experience in financial technology services to Engage fi. She calls on her vast industry knowledge and experience in banking strategies and operational best practices in her role as Senior Vice President, Operations and Conversion Services.

She has personally overseen more than 1,500 successful system bank/CU technology conversions.

Her leadership, expertise, and insight have proven invaluable to clients facing major technology initiatives across core banking, digital transformation, and payments initiatives, or seeking guidance for successful vendor partnerships through mutually rewarding contract negotiations.


Embassy Suites by Hilton Boston Waltham

550 Winter Street




Thank You to Our Sponsor(s)

Credit Hours

Earn up to 1 Hour of CPE Credit

  • Level:


  • Prerequisites:


  • Advance Preparation:


  • Field of Study:

Information Technology - Technical

  • Instructional Method:

Group Live

  • Length:

60 minutes


For more information regarding administrative policies such as concerns or refunds, call 312-578-1300. FMS is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses. Complaints regarding sponsors may be addressed to: The National Registry of CPE Sponsors, 150 Fourth Avenue, North, Suite 700, Nashville, TN 37219-2417 Web:

Refunds and Cancellations

A refund will be provided for cancellations received by FMS in writing prior to one (1) week before the program start date. No refunds will be given for cancellations received after that date. A substitution from your institution is welcome at any time. FMS reserves the right to change instructors or reschedule/cancel sessions when necessary. FMS is not responsible for airfare penalties incurred due to the cancellation of the program. For more information regarding refunds, concerns and/or program cancellation policies, please contact our office at (312) 578-1300.


  • Member Price:

  • Non-Member Price:



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