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Outsourcing in Financial Services Program

All program handouts are available for download under MORE INFO on the right side of this page.

 

Outsourcing has become a standard way of doing business for financial services companies. In fact, it is often the preferred method for implementing shared services in a financial services organization.

Loeb & Loeb's Outsourcing Practice Group invites you to join us and leading practitioners, professionals, regulators and advisors for an update on current outsourcing trends and issues in the financial services industry.

AGENDA:

8:30 AM - 9:00 AM  Registration & Breakfast
9:00 AM-12:15 PM  Program
12:15 PM-1:00 PM  Lunch & Roundtable Discussion

TOPICS:

  • The Regulatory Landscape
  • The Cloud Computing Revolution
  • Outsourcings Unique to Financial Services
  • Practitioner Panel: The Current Commercial Landscape

 

SPEAKERS:

  • Adam S. T. Behar, General Counsel, Ridge Clearing & Outsourcing Solutions, Inc. (a division of Broadridge Financial Solutions, Inc.)
  • Cliff Justice, US Leader, Shared Services and Outsourcing Advisory, KPMG LLP
  • Deborah Kops, Managing Principal, Sourcing Change
  • Michael Macchiaroli, Associate Director, Division of Market Regulation, US Securities and Exchange Commission
  • Ron Mayer, Senior Consultant, The Regulatory Fundamentals Group LLC
  • Shyamal Sen, Solutions Director, CSC
  • Brian Smith, Partner and Managing Director, TPI
  • Grace Vogel, Executive Vice President, FINRA
  • Ken Adler, Partner, Loeb & Loeb LLP
  • Stephen Cohen, Partner, Loeb & Loeb LLP 
  • Steve Semerdjian, Partner, Loeb & Loeb LLP
  • Akiba Stern, Partner, Loeb & Loeb LLP 
     
      

Loeb & Loeb LLP is a New York State Continuing Legal Education Board approved MCLE provider. Loeb & Loeb LLP certifies that the foregoing transitional continuing legal education courses conform to the standards for approved educational activities prescribed by its rules and regulations governing minimum continuing legal education. This program is appropriate for experienced and non-experienced attorneys. Each participant will be entitled to receive (3.0) hours of MCLE credit in the area of Professional Practice.


Loeb & Loeb's Outsourcing Practice Group takes a results-driven, strategic approach to provide comprehensive solutions designed to address the outsourcing of complex information technology and business process functions. We offer a full range of resources to assist in the transaction life cycle, from strategic planning to contract negotiation to renegotiation/exit strategies. Our global practice serves a broad cross section of industries that procure outsourcing products and services.

For more information, please click here.