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Conference programme

8:30 Registration and Coffee

9:00 Chairman's Opening Remarks

Les Mara

Les Mara, Executive Director, Outsourcing, Cap Gemini Ernst and Young

9:10 THE OUTSOURCING OF INFORMATION SYSTEMS

Brian McDermott

Brian McDermott, IS Director, Windsor Life

  • The use of an external specialist to support the increasing technological demands on your business
  • The increasing trend to outsource your information systems or your information technology
  • Choosing an outsourcer that can accommodate for your needs as a financial institution
  • Retaining internal control over the outsourcing contract
  • Making outsourcing work
  • 9:40 SETTING UP AN OUTSOURCING CENTRE

    Sharon Harmer

    Sharon Harmer, Head of Outsourcing and IT Procurement, Lloyds TSB Group

  • The importance behind the decision to outsource in financial services
  • The involvement of experienced people within different sectors in the outsourcing project
  • Making the decision to buy in
  • Reporting lines with your outsourcer
  • The advantages and benefits of having an in-house outsourcing centre
  • 10:20 OUTSOURCING – THE NEW TREND FOR FINANCIAL SERVICES

    Liz Nolan

    Liz Nolan, Director Sales and Marketing, Securities Services Division, Merrill Lynch

  • What is outsourcing?
  • The use of outsourcing in securities settlement
  • The advantages of using an experienced back office provider
  • A way of assisting you to focus on core-competencies and having someone else “do the rest”
  • The benefits of outsourcing to a large global financial institution
  • 11:00 Morning Coffee

    11:20 PURCHASING PRODUCTS & SERVICES FROM EXTERNAL SUPPLIERS

    Graham Maloney

    Graham Maloney, Sourcing Manager - IT Services, Barclays Bank

  • The advantages of purchasing IT products and services from external suppliers
  • Supplier selection
  • Contracts with an external supplier
  • Supplier management and development
  • 12:00 OUTSOURCING PENSIONS ADMINISTRATION

    Nick Wheeler

    Nick Wheeler, Sales Director, Paymaster

  • Recent legislation and the impact on the administration of pensions
  • The growing trend towards outsourcing pensions administration
  • Researching new and cost effective solutions within pensions administration
  • Bidding for contracts looking at pension administration
  • Using a specialist pensions organisation to help improve pension provision
  • The advantages associated with transferring staff over to your outsourcer
  • 12:40 Lunch

    13:40 CASE STUDY: CHASE MANHATTAN AND FUNDSHUB

    Gareth Thompson

    Gareth Thompson, Sales and Marketing Director, FundsHub

  • The growth of ecommerce and the influence this has had on customers and financial services
  • Is the market ready for an online fund supermarket?
  • Fundshub, application service provider to enable banks and fund providers to outsource services
  • Allowing private investors the freedom to research different funds online
  • Fundshub managing parts of the process on your behalf
  • Enabling fund distributors to instantly offer their customers the choice between thousands of investment funds, unit trusts and mutual funds
  • 14:20 INHOUSE VS OUTSOURCING COSTS

    David O'Brien

    David O'Brien, VP and GM, UK and Europe, Global Outsourcing, Unisys

  • Laying out a cost/benefit analysis of the costs involved in outsourcing
  • Is setting up internally more expensive?
  • What are the ongoing costs?
  • The advantages of remaining in-house
  • The long term costs and benefits that can result as an outcome of outsourcing
  • Outsourcing and the added profits involved in retaining and attracting new customers
  • 15:00 EVALUATING THE OUTSOURCER AND THE SERVICE THEY PROVIDE

    Andrew Batten

    Andrew Batten, Divisional Director, Syan

  • The need to outsource all or part of your IT systems
  • Long term contracts and consistency
  • Having appropriate service level agreements (SLA) in place
  • Have your SLA been met from your organisations perspective?
  • Communicating the need for improvements
  • The need for updating your service level agreements (SLA) in the financial service environment

    The cost benefits of outsourcing

  • 15:40 Afternoon Tea

    16:00 REAL REASONS TO OUTSOURCE, CHOOSING, MANAGING AND MEASURING THE OUTSOURCER

    Robert Morgan

    Robert Morgan, Chief Executive, Morgan Chambers

  • Establishing the real strategic need for outsourcing
  • What do the services currently cost you?
  • Which organisation can truly manage your needs?
  • Are you committed to managing and motivating the outsourcer?
  • How can you measure the benefits to your organisation?
  • The need for specialist guidance at all stages in the lifecycle
  • 16:30 OUTSOURCING CLIENT SERVICES

    Armin Jacobi

    Armin Jacobi, Director, Aquin

  • Concentrating on Client Communication not on IT
  • The Belief in the Trinity Client, Asset Manager and IT Provider
  • Trinities Vision, Strategy and Model
  • Steps and Success Factors
  • Examples of outsourced client management structures
  • A Gypsies Crystal ball: A look into the future!
  • 17:00 Chairman''s Closing Remarks and Close of Day One

    17:10 Drinks Reception

    8:30 Re-registration and Coffee

    9:00 Chairman's Opening Remarks

    John Havranek

    John Havranek, Director, PricewaterhouseCoopers

    9:10 OUTSOURCING CONTRACTS

    Danelle Dinsdale

    Danelle Dinsdale, Partner, Technology Media and Communications Group, DLA

  • Developing a meaningful procurement process
  • The negotiating process
  • Building a "win-win" relationship
  • Key terms to cater for an evolving business and technical environment
  • The balance between on-going competitiveness and a fair reward
  • Contracting against multi-supplier and international environments
  • 9:40 STRATEGIC MAKE/BUY DECISIONS

    Paul Jackson

    Paul Jackson, Sourcing Strategy Development, Barclays Bank

  • The rise of sourcing on the strategic agenda
  • Why outsource ?
  • The sourcing continuum
  • A strategic framework for determining a preferred sourcing option
  • There’s always a counterpoint
  • Other components needed to build the strategic momentum

    Example

  • 10:20 REGULATION AND OUTSOURCING

    Jeremy Quick

    Jeremy Quick, Manager, Operational Risk, Financial Services Authority

  • Your responsibility as a financial service organisation to ensure you adhere to the rules & regulations
  • Are external providers aware of the rules and regulations?
  • Informing the outsourcing firm of your & their responsibility to adhere to the strict regulations imposed
  • Incorporating the adherence to regulatory standards in your contract
  • Ensuring they are informed of the updates in regulation that affect you and them
  • Evaluating to see if they are being compliant
  • 11:00 Morning Coffee

    11:20 EBUSINESS OUTSOURCING

    Dr Nigel Roxburgh

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

  • e-Business, What?
  • Business processes: new for old
  • e-Business Contact strategy
  • e-Business Implementation
  • e-Business Architecture

    Business Rules

  • Case for outsourcing & SLAs

    Barclays experience & approach

    Avoiding Pitfalls & Retaining Control

  • 12:00 LEGAL ASPECTS OF OUTSOURCING IN FINANCIAL SERVICES

    Nick Perry

    Nick Perry, Partner, Bird and Bird

  • Preparation for documentation and negotiation
  • Managing legal advisers
  • Transfer issues
  • Importance of documents containing service level agreements
  • Regulatory implications
  • Exit strategies
  • 12:40 Lunch

    13:40 STRATEGIC BUSINESS PROCESS OUTSOURCING WITHIN FINANCIAL SERVICES

    Neve Prendergast

    Neve Prendergast, Partner, Financial Services Management Consulting Practice, KPMG

  • The increasing demands of financial institutions
  • Technology and the effect on outsourcing in financial services
  • The next generation within the provision of outsourcing
  • Outsourcing of whole parts of your business i.e. mortgages, credit cards
  • Outsourcing non core functions within your organisation i.e. Human Resources
  • Example case studies of BPO in financial services
  • 14:20 COMPLIANCE OUTSOURCING

    Sarah Hughes and Jan Fairs

    Sarah Hughes and Jan Fairs, Partners, Expert Compliance

  • The concept of outsourcing in your compliance function
  • Employing ex-regulators as consultants
  • The cost savings associated with outsourcing compliance
  • Finding faults before the regulators do
  • Objective compliance “health checks”
  • Beyond the Rulebook
  • 15:00 THE ART AND SCIENCE OF OUTSOURCING

    David Daly

    David Daly, Director, Outsourcing Insight

  • Overview of the current outsourcing marketplace
  • Issues in the current call centre outsourcing marketplace
  • How to ensure a successful outsourcing relationship
  • Brief case study of mediation in financial services
  • 15:40 Afternoon Tea

    16:00 NOT EVERYONE IS OUTSOURCING

    Pritesh Kotecha

    Pritesh Kotecha, Managing Director, Eastman Software

  • Potential pitfalls of outsourcing
  • Issues surrounding relying on external organisation
  • Scalability issues
  • Future dependence on outsourcers
  • Stagnation of internal IT department

    Will the outsourcer stay in business?

  • Will they provide an industry standard product?

    The groundwork necessary to make outsourcing a success / some alternatives.

  • 16:30 INFORMATION TECHNOLOGY AND FINANCIAL PORTALS

    Jim Feingold

    Jim Feingold, Senior Vice President, SageMaker

  • Revolutionary technological changes in the financial world
  • The scope for outsourcing in information technology
  • Enterprise Information Portals: outsourced Internet service or deployed architecture
  • Budgetary constraints and do you need everything?
  • The need to follow technological developments and to adapt before you are left behind
  • Using specialists for speed and efficiency
  • 17:00 Chairman's Closing Remarks and Close of Conference

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    United Kingdom

    The Hatton, at etc. venues

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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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