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Introduction

3rd Annual Financial Services Industry Transformation and Outsourcing Strategies Forum
June 4, 2009


The Union League Club, 38 East 37th Street, New York, NY 10016 Tel: (212) 685-3800

FSO Knowledge Xchange hosts the 3rd Annual Financial Services Industry Transformation and Outsourcing Strategies Summit, June 4th, 2009, a premier day summit focused on the ongoing evolution in the financial services industry. This summit will bring together senior decision makers, leaders and practitioners from the financial services industry, service providers, law firms, regulators, and outsourcing enablers in an interactive environment.

3rd Annual Financial Services Industry Transformation and Outsourcing Strategies Summit, June 4th, 2009 will focus on the emerging trends, analysis, executive perspectives, and enterprise case studies in the domain of financial services outsourcing. The summit will have parallel domain specific tracks and workshops that will be conducted by established thought leaders in the industry.
 
Specific subject areas that to be covered in the summit includes:
 
  • Executive viewpoints on globalization, sourcing, governance, organizational structures, economies of scale/intimacy, technology and operations as they relate to financial services outsourcing
  • Trends and analysis in financial services outsourcing across banking, capital markets and insurance companies
  • Analysis and forecast of financial services outsourcing landscape in medium to large institutions based on recent successes, failures and trends in the global industry
  • Discussion of transformations, innovations, risks and challenges of outsourcing in the financial services industry that can lead to successful global sourcing programs
  • Best practices at an enterprise level to manage outsourcing risks and compliance, coordination, processes, tools and techniques
  • Panel discussions featuring industry leaders and practitioners debating the use of third world country labor and its impact on domestic job markets
  • Legal perspectives to address domestic and international legislative and regulatory requirements vis-à-vis global outsourcing programs
  • Enterprise case studies that will reveal how the leading financial firms are transforming themselves to fully leverage global sourcing models
 
The summit will provide maximum relevant knowledge and action-oriented information to attendees through the interactive environment among speakers, workshop hosts, attendees as well as exhibitors. Whether your company is already involved in financial services outsourcing or is considering it as an option, you will greatly benefit from the Financial Services Industry Transformation and Outsourcing Annual Summit's valuable sessions, insightful speakers, and enlightening case studies.

The summit is targeted towards senior management and industry executives involved in outsourcing lifecycle of financial firms, as well as service providers and enablers [such as law firms]. It is a must-attend conference for decision-makers and implementers from the banking, capital markets, and insurance industries. The summit has specifically been designed for:
 
  • Chief Outsourcing Officers
  • Chief Information Officers
  • Chief Operations Officers
  • Head of Compliance Department
  • Directors or Direct Reports of the CIOs and CTOs
  • Project Managers of IT and BPO Initiatives and Programs
  • Chief Information Security Officers
  • IT Sourcing and Contracts Management Executives
  • Others involved at enterprise-level outsourcing decisions

Event