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Financial services businesses throughout the world are increasingly using third parties to carry out activities that businesses themselves would normally have undertaken. Industry research and surveys by regulators show financial firms outsourcing significant parts of their regulated and unregulated activities. These outsourcing arrangements are also becoming increasingly complex.

This conference aims to identify opportunities in this growing market and to identify problems and their solutions through case studies.

Gain an insight from outsourcing experts:

  • Robin Barrett, Senior Vice President, Technologies,American Express
  • Erik Johansen, Vice President, Acquiring, Nordea Norway
  • John Thornhill, Regional Director Warrington, North East & India BT
  • Niraj Seth, UK Outsourcing Director, Hewlett-Packard
  • Colin Greaves, General Manager, Newcastle Building Society
  • Bob Carlson, Group ITO Head, HSBC
  • Paul Evans, Senior Manager, Barclays
  • Teresa Jennick, Manager, Group Outsourcing Centre, Lloyds TSB

By attending this conference you will have the opportunity to discuss:

BUSINESS STRATEGY BEHIND OUTSOURCING: establish the need to outsource, measure strategy success and discuss why outsourcing abroad could damage your reputation

BUSINESS PROCESS AND OFFSHORE OUTSOURCING: gain a competitive edge through outsourcing by implementing the right sourcing strategies

RELATIONSHIP MANAGEMENT: learn about the importance of collaboration and gain knowledge on the relationship management life cycle

OUTSOURCING OF INFORMATION TECHNOLOGY: a case study will look at drivers, problems, resolutions and benefits to outsourcing IT

CHOOSING NOT TO OUTSOURCE: discuss employee issues and reasons why not to outsource

Conference programme

8:30 Registration & Coffee

9:00 Chairman's Opening Remarks

Nigel Roxburgh

Nigel Roxburgh, Founding Director, The National Outsourcing Association

9:10 THE DRIVERS FOR CHANGE WITHIN THE CURRENT BUSINESS CLIMATE

Lee Tribe

Lee Tribe, Head of Sourcing Practice, Barclays Group Sourcing

  • The current business climate
  • Overview of outsourcing activities to date
  • What are the drivers for change?
  • What effect do these have on the business climate?
  • What does the future hold?
  • 9:50 BUSINESS STRATEGY BEHIND OUTSOURCING

    Erik Johansen

    Erik Johansen, Vice President, Acquiring , Nordea Norway

  • What problems highlight the need to outsource?
  • Does there need to be a problem to outsource?
  • What other factors push the need to outsource?
  • The outsourcing model
  • How to measure strategy success
  • 10:30 Morning Coffee

    11:00 RIGHT-SOURCING FOR EFFECTIVE OPERATIONS

    Bob Carlson

    Bob Carlson, Group ITO Head, HSBC

  • Effectiveness versus cost
  • Risk mitigation strategies
  • Using the right country for the right work
  • Being customer rather than process driven
  • 11:40 CASE STUDY

    Niraj Seth

    Niraj Seth, UK Outsourcing Director, Hewlett Packard

  • Drivers to outsource information technology
  • Problems encountered and resolution
  • The benefits of the outsourcing
  • Managing the relationship
  • The future of the outsourcing
  • 12:20 Networking Lunch

    14:00 BUSINESS PROCESS AND OFFSHORE OUTSOURCING

    Adrian Quayle

    Adrian Quayle, Vice President Strategic Sourcing - EMEA, Gartner

  • Defining the relationship: creating value thorugh integration
  • Improving competitive edge through outsourcing
  • Innovating for the long term: ensure relationship through changing business conditions
  • Implementing correct sourcing strategies
  • 14:40 OUTSOURCING RESPONSIBLY

    Robin Barrett

    Robin Barrett, Senior Vice President, Technologies , American Express Europe Ltd

  • Intelligent sourcing
  • Who goes? Who stays?
  • Deciding criteria
  • Communicating with employees
  • Cultural differences
  • Ensuring performance standards
  • 15:20 Chairman’s Closing Remarks foolowed by Afternoon Tea

    8:30 Registration & Coffee

    9:00 Chairman's Opening Remarks

    Conor Ward

    Conor Ward, Partner, Lovells

    9:10 RIGHT-SOURCING FOR ENHANCED CUSTOMER SERVICE

    Tony Ferguson

    Tony Ferguson, Business Development Director, Huntswood Consulting

  • Getting the balance right in people, processes & premises
  • Creating operational agility
  • Best-in-class execution
  • Making compliance a competitive weapon
  • Silos: the price of inflexibility
  • 9:50 OUTSOURCING - A CORE COMPETENCY

    Colin Greaves

    Colin Greaves, General Manager, Newcastle Building Society

  • Introduction and overview of the pressures facing a medium sized Building Society
  • Definition of a strategy based on core competencies
  • Risks and benefits
  • A case study
  • Possible future directions
  • 10:30 Morning Coffee

    11:00 ANALYSIS OF THE INTERNATIONAL OUTSOURCING MARKET

    Shanti  Duggal

    Shanti Duggal, Consultant, Friends Provident/SDMD

  • The current status of the international market
  • When and what to outsource
  • Benefits of outsourcing abroad
  • Cost and risks of outsourcing abroad
  • The future of international outsourcing
  • Competition issues in the emerging markets
  • 11:40 CASE STUDY

    Paul Evans

    Paul Evans, Senior Manager, Barclays Group Sourcing

  • Drivers to outsource call centres
  • Problems encountered and resolution
  • The benefits of the outsourcing
  • Managing the relationship
  • The future of the outsourcing
  • 12:20 Networking Lunch

    14:00 Panel Discussion: CHOOSING NOT TO OUTSOURCE

  • Business strategy behind non-outsourcing
  • Are employee issues a problem?
  • Can it be as effective?
  • Can you never say outsource?
  • The future
  • Robin Barrett

    Robin Barrett, Senior Vice President, Technologies , American Express Europe Ltd

    Colin Greaves

    Colin Greaves, General Manager, Newcastle Building Society

    Erik Johansen

    Erik Johansen, Vice President, Acquiring , Nordea Norway

    Bob Carlson

    Bob Carlson, Group ITO Head, HSBC

    Shanti  Duggal

    Shanti Duggal, Consultant, Friends Provident/SDMD

    14:40 OFFSHORE CALL CENTRES

    John Thornhill

    John Thornhill, Regional Director Warrington, North East & India, BT

  • The current market conditions
  • Overcoming culture and language issues
  • Implementing and maintaining good service
  • Problems companies may face in the future
  • Competition issues between overseas providers
  • 15:20 THE FUTURE OF THE OUTSOURCING MARKET

    Michael J Croston

    Michael J Croston, Consultant, Grant Thornton

  • Overview of the current market
  • Key reasons to outsource now
  • What issues will develop in the future?
  • Does outsourcing really create jobs?
  • Where will future investment come from?
  • 16:00 Chairman’s Closing Remarks followed by Afternoon Tea

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    WHAT IS CPD?

    CPD stands for Continuing Professional Development’. It is essentially a philosophy, which maintains that in order to be effective, learning should be organised and structured. The most common definition is:

    ‘A commitment to structured skills and knowledge enhancement for Personal or Professional competence’

    CPD is a common requirement of individual membership with professional bodies and Institutes. Increasingly, employers also expect their staff to undertake regular CPD activities.

    Undertaken over a period of time, CPD ensures that educational qualifications do not become obsolete, and allows for best practice and professional standards to be upheld.

    CPD can be undertaken through a variety of learning activities including instructor led training courses, seminars and conferences, e:learning modules or structured reading.

    CPD AND PROFESSIONAL INSTITUTES

    There are approximately 470 institutes in the UK across all industry sectors, with a collective membership of circa 4 million professionals, and they all expect their members to undertake CPD.

    For some institutes undertaking CPD is mandatory e.g. accountancy and law, and linked to a licence to practice, for others it’s obligatory. By ensuring that their members undertake CPD, the professional bodies seek to ensure that professional standards, legislative awareness and ethical practices are maintained.

    CPD Schemes often run over the period of a year and the institutes generally provide online tools for their members to record and reflect on their CPD activities.

    TYPICAL CPD SCHEMES AND RECORDING OF CPD (CPD points and hours)

    Professional bodies and Institutes CPD schemes are either structured as ‘Input’ or ‘Output’ based.

    ‘Input’ based schemes list a precise number of CPD hours that individuals must achieve within a given time period. These schemes can also use different ‘currencies’ such as points, merits, units or credits, where an individual must accumulate the number required. These currencies are usually based on time i.e. 1 CPD point = 1 hour of learning.

    ‘Output’ based schemes are learner centred. They require individuals to set learning goals that align to professional competencies, or personal development objectives. These schemes also list different ways to achieve the learning goals e.g. training courses, seminars or e:learning, which enables an individual to complete their CPD through their preferred mode of learning.

    The majority of Input and Output based schemes actively encourage individuals to seek appropriate CPD activities independently.

    As a formal provider of CPD certified activities, SMI Group can provide an indication of the learning benefit gained and the typical completion. However, it is ultimately the responsibility of the delegate to evaluate their learning, and record it correctly in line with their professional body’s or employers requirements.

    GLOBAL CPD

    Increasingly, international and emerging markets are ‘professionalising’ their workforces and looking to the UK to benchmark educational standards. The undertaking of CPD is now increasingly expected of any individual employed within today’s global marketplace.

    CPD Certificates

    We can provide a certificate for all our accredited events. To request a CPD certificate for a conference , workshop, master classes you have attended please email events@smi-online.co.uk

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