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Today’s firms are faced with many challenges including managing and developing sound relationships, managing results and performance levels and finding capable vendors. SMi’s Second Outsourcing for Financial Services conference is specifically developed to address and provide solutions to all of the challenges facing companies today.

This is your opportunity to take advantage of what outsourcing can do for you and your organisation. This event will give you a chance to find out how you can benefit from the new trends in the financial services market.

Themes and topics to be discussed will include:

  • Developing the right outsourcing strategy
  • How outsourcing has become a powerful engine of innovation and profit generation?
  • Finding the balance in measuring and managing the outsourcing relationship
  • How executive leadership, combined with outsourcing, can redefine the operations of the most complex organisations?

So if you are considering outsourcing or you are already involved in the market or maybe thinking about providing outsourcing services to your “traditional competitors”, this conference is the best investment you can make in improving your knowledge of outsourcing.

The conference is also a superb networking opportunity which will provide you with an exceptional occasion for beginning and building professional relationships so important to business success. In the conference foyer you will be able to meet some of the field's top outsourcing providers as well.

Register now to reserve your seat.

Conference programme

8:30 Registration & Coffee

9:00 Chairman's Opening Remarks

Martyn Hart

Martyn Hart, Chairman, The National Outsourcing Association

9:10 WHAT DRIVES THE OUTSOURCING DECISION?

Marco Baggioli

Marco Baggioli, Director of Securities Services, Sales & Marketing, Merrill Lynch International

  • Strategic considerations
  • Business case considerations
  • How to reduce the risk of changes in technology?
  • How could we improve service levels with the help of outsourcing?
  • Operating in a competitive and volatile environment
  • Applying effectiveness, productivity, scale and cost management
  • 9:40 THE FINANCIAL REWARDS OF OUTSOURCING

    Jean-Louis Bravard

    Jean-Louis Bravard, Managing Director , EDS

  • The financial consequences of outsourcing
  • Creating shareholder value
  • Future developments
  • 10:20 WHY OUTSOURCE OFFSHORE?

    Bob Aylott

    Bob Aylott, Principal Consultant, Orbys

  • The advantages of onshore and offshore
  • Summary results of Orbys’ IT offshore survey
  • Your own, shared or JV facility offshore
  • Key onshore and offshore contracting differences
    The onshore presence in an offshore deal
  • Cultural barriers and how to overcome them
  • Where to start
  • 11:00 Morning Coffee

    11:20 To be confirmed

    12:00 MAKING THE LAW WORK FOR YOU IN AN FS OUTSOURCING

    Michael Sinclair

    Michael Sinclair, Partner, K-Legal Solicitors

  • FSA guidelines on FS outsourcing - the current position
  • Reflecting these requirements in the outsourcing contract - a beginner’s guide
  • The Acquired Rights Directive(ARD) - some need to know basics for negotiators
  • Compliance and legal risk management in FS outsourcings
  • 12:40 Lunch

    14:00 OUTSOURCING IN FINANCIAL SERVICES

    Michael Hampson

    Michael Hampson, Managing Director, ABN AMRO Bank

  • Developing the business case
  • Selecting the right partner
  • Managing the process
  • 14:40 THE FSA’S APPROACH TO SUPERVISION

    Simon Ashby

    Simon Ashby, Policy Advisor, Financial Service Authority

  • FSA outsourcing policy
  • Update on the Integrated Prudential Sourcebook
  • Update on Basel - operational risk and outsourcing
  • FSA risk review
  • 15:20 Afternoon Tea

    15:40 EMPLOYEE BENEFIT OUTSOURCING

    Michael Chatterton, Managing Director, Black Mountain

    Michael Chatterton, Managing Director, Black Mountain, , Laura Jackson, Credit Suisse First Boston

  • Initial stages
  • Understanding business needs
  • Contract negotiation, agreement and re-negotiation
  • What is covered and what is not?
  • Relationship management
  • Tailored service or a standardised product?
  • 16:20 OUTSOURCING OPPORTUNITIES IN EASTERN EUROPE

    Boris Kontsevoi

    Boris Kontsevoi, President, Arch/ Web Space Station

  • Forecasted projections for the BPO market
  • The estimated size of the market
  • How can we identify the growth opportunities?
  • Trend setters in the financial services industry
  • 17:00 Chairman’s Closing Remarks and Close of Day One

    8:30 Re-Registration & Coffee

    9:00 Chairman's Opening Remarks

    Tom Bamber

    Tom Bamber, Principal Consultant, KPMG Consulting

    9:10 LEVERAGING OFFSHORE RESOURCES ON A LARGE SCALE WITHIN INVESTMENT BANKING

    Gopi Chelliah

    Gopi Chelliah, Managing Director, Equities IT, Cash Equities Services, UBS Warburg

  • Negotiation and putting into place group and global contracts
  • Risk management issues
  • Cultural issues
  • The best use of outsourcing
  • 9:40 RENEGOTIATION AND CONTRACT RENEWAL

    Tom Bamber

    Tom Bamber, Principal Consultant, KPMG Consulting

    10:20 INSOURCING THE FX SETTLEMENT FUNCTION

    Christian Kronseder

    Christian Kronseder, Vice President, Credit Suisse First Boston

  • The cost trap in FX
  • CLS third party services as trigger for in-/outsourcing
  • Settlement agents in FX
  • Nostro consolidation
  • A possible model
  • 11:00 Morning Coffee

    11:20 THE UPSIDE OF THE DOWNSIDE

    Bro McFerran

    Bro McFerran, Managing Director, Northbrook Technologies

    12:00 WHY ALLIANZ IRELAND HAVE SOUGHT AN OVERSEAS DEVELOPMENT PARTNER?

    Karen Forte

    Karen Forte, Head of IT, Allianz Ireland

  • Evaluation and selection process
  • Knowledge acquisition phase
  • Year one experience
  • Way forward
  • 12:40 Lunch

    13:40 CREATING AND MAINTAINING THE RIGHT OUTSOURCING RELATIONSHIP

    Andrew Wilson

    Andrew Wilson, Business Unit, Financial Services, Retail and Travel

    14:20 GAMEKEEPER TURNED POACHER: THE THREAT TO TRADITIONAL OUTSOURCERS FROM FINANCIAL SERVICES ‘COMMUNITIES OF INTEREST’

    Pritesh Kotecha

    Pritesh Kotecha, Managing Director, UK/Ireland, eiStream UK

  • When we think of outsourcing we traditionally think of the ‘household’ industry IT players. Increasingly end users are offering business outsourcing solutions to their traditional competitors
  • Once the investment is made in business process & back office solutions, building societies can quickly tailor solutions to their peers
  • Virtual Processing Hubs (VPH) are becoming more common
  • Communities of interest offer low cost, high return solutions for those building societies unable to make the capital expenditure
  • As one regional lender said 'if I can get such a solution at a fraction of the cost - it would change my business overnight'
  • VPH’s are quicker to implement. are lower cost and have none of the inherent baggage associated with traditional outsourcing ventures
  • 15:00 INTRODUCING AND MANAGING THE OUTSOURCING OPERATIONS

    Mike Lewis

    Mike Lewis, Head of Strategic Human Resources, Allied Irish Banks Group

  • What outsourcing solution are you looking for?
  • Selecting the supplier
  • Managing the change to reduce internal resistance
  • Managing the relationship for control and flexibility
  • Realising significant management benefits
  • Harmonising business goals with an external company
  • 15:40 Afternoon Tea

    16:00 IS THE PARTY OVER?

    Mark Jones

    Mark Jones, Practice Director - Financial Services, Mantix

  • Can you rely on outsourcing alone?
  • What is a 'major project'? Why isn’t it business as usual?
  • Sharing risk and reward
  • Partnership not confrontation is the key
  • 16:30 BACK OFFICE PROCESS OUTSOURCING OFFSHORE

    Tony Rawlinson

    Tony Rawlinson, Director, Siemens Offshore Services

  • Cost and service benefits
  • Managing the risks
  • The dynamics of the offshore processing market
  • Integration of onshore and offshore processing components
  • Skills availability
  • Telecommunications and security issues
  • 17:00 Chairman's Closing Remarks and Close of Conference

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    Workshops

    Business Process Outsourcing
    Workshop

    Business Process Outsourcing

    The Hatton, at etc. venues
    16th April 2002
    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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