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Outsourcing in Financial Services

Financial services companies have relied on outsourcing for years, but today’s constantly evolving technology coupled with increased regulation in the financial industry make understanding the processes and implications of outsourcing even more important.

Join the attorneys of Loeb's Technology and Outsourcing Practice, regulators, and leading buyers, sellers and advisors of outsourcing services for an update on the state of outsourcing in the financial services industry. The program will feature several panels (available for CLE credit) and will be followed by a networking cocktail reception.


4:00-4:30 PM - Registration

4:30-5:00 PM - The Changing Privacy Landscape
The program begins with a background of and recent updates in the privacy landscape, including hot topics such as data security, the Cybersecurity Act, and upcoming EU regulations and changes in the EU Data Directive.

5:00-5:45 PM - Regulators Roundtable
This roundtable features the unique viewpoints of FINRA and SEC regulators discussing their perspectives on outsourcing and offshoring relationships involving regulated entities.

5:45-6:30 PM - Key Risk Issues Panel
This interactive discussion is led by a panel of buy- and sell-side practitioners and attorneys. It covers current trends and commercial issues in negotiating outsourcing transactions, including cloud and SaaS contracting issues, pricing, multi-sourcing, workouts, liability provisions and notification-related costs.

6:30-7:30 PM - Networking Cocktail Reception

Confirmed Speakers

William E. Bandon, III, Lead Executive Counsel - IT, Sourcing and Operations, GE Capital
Michael Cammarota, Senior Director of Legal Services, North America Contracting, Accenture LLP
Orrie Dinstein, Chief Privacy Leader, GE Capital
Liz Kelley, Vice President and Associate General Counsel, Hewlett-Packard Company
Michael Macchiaroli, Associate Director, Office of Risk Management and Control, Division of Trading and Markets, U.S. Securities and Exchange Commission
Grace Vogel, Executive Vice President, Member Regulation, FINRA

And Loeb & Loeb LLP partners Kenneth Adler, Stephen CohenNerissa Coyle McGinn and Akiba Stern

This activity has been approved by the State Bar of New York for up to two (2.0) hours of General minimum continuing legal education credit. Loeb & Loeb LLP is a New York State Continuing Legal Education Board approved CLE provider and certifies that this activity conforms to the standards for approved education activities prescribed by the rules and regulations of this authority and is appropriate for newly admitted and experienced attorneys. There is no charge to participate, but registration is required.