Introduction

Financial Services Outsourcing Annual Summit 2008, presented by FSO Knowledge Xchange, is a premier summit focused specifically on outsourcing in the financial services industry [banking, capital markets and insurance]. 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 a very interactive environment. Financial Services Outsourcing Annual Summit 2008 will focus on the emerging trends, analysis, executive perspectives and enterprise case studies in the domain of financial services outsourcing. The summit will feature workshops conducted by established thought leaders in the industry.

Specific subject areas to be covered in the summit include:

• 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--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 goal of the summit is to provide maximum relevant knowledge and action-oriented information to the attendees by creating an optimal interactive environment among the speakers, workshop hosts, attendees and exhibitors. Whether your company is already involved in financial services outsourcing, plans to do so in the future or is contemplating options, you will greatly benefit from the Financial Services Outsourcing Annual Summit's valuable sessions, insightful speakers and enlightening case studies.

Who Should Attend the Summit?

The summit is targeted towards senior management and practitioners involved in the financial services outsourcing lifecycle in financial firms, service providers and enablers [such as law firms] in the outsourcing domain. It is a must-attend conference for all outsourcing decision-makers and implementers in the banking, capital markets and insurance industry. The summit has specifically been designed for:

• Chief Outsourcing Officers

• Chief Information Officers

• Chief Operations Officers

• Heads of the Legal Department

• Heads of the 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