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"Some excellent speakers. Very focused conference subject, some good ideas to take away for further considerations"
George Hancock, Head of Corporate Business Analysis - Corporate Business Analysis, Allianz Cornhill

The key aim of the conference is to provide both speakers and delegates with the opportunity to co-work with the latest topical issues surroundings Outsourcing for Financial Services. The objective is to strengthen and deepen knowledge of the key requirements for successful outsourcing and also looking at case studies where these practices have been applied.

To gain insight and knowledge into the up and coming outsourcing contracts, and also to discover the main issues involved in offshore outsourcing within the financial services sector. It will allow us to understand the latest trends and dynamics of the phenomenon we call outsourcing and to attend in-depth interactive briefings to gain useful insight.

Benefits of Attending:
· Learn and raise awareness of the changing global outsourcing contracts and conditions
· Identify the key factors and determinants that drive the outsourcing decision
· Gain insight into the latest issues relating to offshore outsourcing
· Reflect on the ongoing changes, also developments in the outsourcing industry
· Opportunity to meet and network with specialists across the outsourcing industry

A unique opportunity to learn from leading industry experts including:

  • Mike Hampson, Managing Director, Head of Group Operations Strategy, ABN AMRO
  • Neil Tointon, Director of Operations, Abbeylife Assurance Company
  • Andrew Turner, Strategic Supplier Director, Royal & Sun Alliance
  • Graham Maloney, Managed Services and Strategic Supplier Relationships, Barclays
  • John Giddings, Managing Consultant, Blue Sky Consulting & Vane, Direct Sales Manager, Virgin Atlantic
  • Tom Roberts, Human Resources Manager – New Business, Fujitsu Services
  • Dr Nigel Roxburgh, Founding Director, National Outsourcing Association
  • John Willmott, Managing Director, Nelson Hall
  • Steve Griffin, Director, Rawlings & Co
  • David Robinson, Managing Director, Integrated Services, Atkins
  • Tom Bamber, Principle Consultant, Atos KPMG Consulting
  • Conference programme

    8:30 Registration and Coffee

    9:00 Chairman's Opening Remarks

    Steve Griffin

    Steve Griffin, Director, Rawlings & Co.
    View Bio

    9:10 UPDATE – FINANCIAL SERVICES SECTOR

    John Buscher

    John Buscher, Managing Partner, TPI

  • Current industry overview
  • Trends and developments
  • ABN AMRO as a case study
  • 9:40 CREATING FULL VALUE FROM OUTSOURCING

    Todd Furniss

    Todd Furniss, COO, Everest Group

  • Common (wrong) assumptions that prevent value capture
  • Best practices in the financial services industry to maximize value and minimize risk
  • Creating strategic corporate value beyond cost savings
  • How effective governance delivers lasting benefits
  • How to create solid long-term supplier relationships
  • Reducing the time from conceptualization to capturing full value
  • 10:20 OUTSOURCING AND CULTURE

    David McLachlan

    David McLachlan, Head of HPS Managed Services UK & Ireland, Hewlett-Packard (Services Division)

  • The human side of outsourcing – taking cultural differences into account
  • The importance of selecting the best partner based on cultural fit
  • How should IT service providers approach this?
  • How can we build long term, partnerships and collaborations with partners and customers?
  • Why building long term, cross cultural relationships with all parties is the key to success
  • 11:00 Morning Coffee

    11:20 BEST PRACTICE – RUNNING EFFECTIVE RELATIONSHIPS

    Dr Nigel Roxburgh

    Dr Nigel Roxburgh, Founder Director, Network Outsourcing Association (NOA)

  • Core duty in upholding relationships
  • Relationships – at the forefront
  • Communicating to ascertain the best result
  • Effective relationships - costs incursion and reduction
  • 12:00 SUPPLIER RELATIONSHIP MANAGEMENT

    Graham Maloney

    Graham Maloney, Managed Services and Strategic Supplier Relationships, Barclays

  • Supplier relationship management - a definition
  • Selecting target relationships
  • Relationship Management Lifecycle
  • Supply chain management
  • The benefits
  • 12:40 Networking Lunch

    14:00 BUSINESS PROCESS AND OFFSHORE OUTSOURCING

    Adrian Quayle

    Adrian Quayle, Vice President Strategic Sourcing EMEA, Gartner

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

    Andrew Turner

    Andrew Turner, Strategic Supplier Director, Royal & Sun Alliance

  • Applying changes of outsourcing to business practice
  • What has been transformed – the processes
  • Measuring the effect of transformation
  • Transformation as a continuos business ideal
  • Comparing past to present transformation
  • 15:20 Afternoon Tea

    15:40 CONTRACTUAL ISSUES AND IMPLICATIONS

    David Griffiths

    David Griffiths, Partner, Clifford Chance
    View Bio

  • Typical deal structures
  • Risk analysis and allocation
  • Managing performance
  • Planning for failure and success
  • 16:20 ATKINS – CASE STUDY

    David Robinson

    David Robinson, Managing Director, Integrated Services, Atkins

  • Drivers for change
  • Practical advice – what needs to needs to be outsourced
  • Partnering Concepts and Forms of Contract
  • Payment Mechanisms
    Specifications – input, output or outcome
  • Transfer issues – people, assets, service continuity etc
    Transition Management
  • Performance Management
  • 17:00 Chairman’s Closing Remarks and Close of Day One

    8:30 Re-registration and Coffee

    9:00 Chairman's Opening Remarks

    Tom Bamber

    Tom Bamber, Principal Consultant, Atos KPMG Consulting

    9:10 THE EMERGENCE OF OFFSHORE OUTSOURCING

    Alex Blues

    Alex Blues, Head of Offshore Practice, Orbys

  • An overview of the offshore market
  • Key reasons organisations outsource offshore
  • Existing and emerging commercial relationships
  • Making the decision and choosing the most appropriate supplier(s)
  • Key issues to be considered
  • 9:40 OFFSHORE OUTSOURCING – THE WAY FORWARD

    Tony Rawlinson

    Tony Rawlinson, Client Executive, Financial Services UK and Ireland, EDS

  • Future outlook of offshore outsourcing
  • In decline or in progression?
  • A beneficial tool or just a myth?
  • Short term cost savings or strategic value add?
  • 10:20 OFFSHORE – OUTSOURCE OR INSOURCE

  • Determine in-house capabilities
  • Pros and cons for outsourcing
  • Cost and risk containment
  • Implementing standards of best practice
  • Capabilities and understanding the options
  • Steve Griffin

    Steve Griffin, Director, Rawlings & Co.
    View Bio

    Sanjeev Ahuja

    Sanjeev Ahuja, Associate, Rawlings & Co.
    View Bio

    11:20 Legal issues for offshoring

    Ross McKean

    Ross McKean, Associate, Baker & McKenzie
    View Bio

    12:00 PANEL DISCUSSION

    Alex Blues

    Alex Blues, Head of Offshore Practice, Orbys

    Steve Griffin

    Steve Griffin, Director, Rawlings & Co.
    View Bio

    Conor Ward

    Conor Ward, Partner, Lovells

    12:40 Networking Lunch

    14:00 MONITORING AND EVALUATION OF PERFORMANCE

    Paul Connolly

    Paul Connolly, Research Director, Nelson Hall

  • How do you know it is working
  • Cost reduction and service level agreements
  • Performing as an ongoing business vision through outsourcing
  • 14:40 DISPUTES AND RISK MANAGEMENT

    Conor Ward

    Conor Ward, Partner, Lovells

  • Contract management to avoid disputes
  • Resolving disputes in a continuing relationship
  • Mediation and ADR: win/win through compromise
  • Litigation: a practical tool for dispute resolution or the route to divorce?
  • Jurisdiction selection
  • 15:20 Afternoon Tea

    15:40 OUTSOURCING AND TUPE

    Tom Roberts

    Tom Roberts, Human Resources Manager – New Business, Fujitsu Services

  • The impact of legislation (TUPE)
  • Warranties and indemnities
  • Planning and communication
  • Post transfer changes
  • 16:20 LEGAL ISSUES FOR BPO

    Mark Lewis

    Mark Lewis, Chairman, Leader of Technology & Outsourcing Group, Tite & Lewis

  • The great structure debate
  • Major risks and how to manage them
  • How to keep control
  • Managing change
  • Good contractual governance
  • Exit routes and why you need them
  • 17:00 Chairman’s Closing Remarks and Close of Conference

    +

    Workshops

    The Reality of Managing Offshore
    Workshop

    The Reality of Managing Offshore

    The Hatton, at etc. venues
    24th February 2004
    London, United Kingdom

    Outsourcing Structures, Risk Mitigation and the Impact on the Contract
    Workshop

    Outsourcing Structures, Risk Mitigation and the Impact on the Contract

    The Hatton, at etc. venues
    24th February 2004
    London, United Kingdom

    The Hatton, at etc. venues

    51/53 Hatton Garden
    London EC1N 8HN
    United Kingdom

    The Hatton, at etc. venues

    HOTEL BOOKING FORM

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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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