The 7th Annual Operational and Back Office Excellence in Banking Summit is over.

100+

Satisfied Delegates

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12+

Networking Hours

Testimonials

TOP 20

Industry Speakers

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Over 15

Experience Based Case Studies

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So make sure you don’t miss out on our next edition in 2017!

Provide us with your contact details and our team will get back to you with all the updates regarding the upcoming edition of this event.

Take advantage to meet the leading experts within the field and discuss the latest challenges all your competitors are facing.

We are looking forward to welcoming you on board in 2017!

STAY UPDATED

See the past Speakers and Case Studies
from Last Annual BELOW

2016

KEYNOTE SPEAKERS

<p style=line-height:20px;>Markku<br>KOTISALO</p>

Markku
KOTISALO

Nordea

Nordic Head of Operations & Fund Administration

<p style=line-height:20px;>Karsten<br>ILLY</p>

Karsten
ILLY

UBS AG

Head Fund Operations

<p style=line-height:20px;>John<br>MAES</p>

John
MAES

Rabobank

Senior Vice President Lean Competence Center

<p style=line-height:20px;>Robert<br>FISCHER</p>

Robert
FISCHER

UniCredit Group

FVP,Head of Products and Process Simplification CEE Retail

<p style=line-height:20px;>Davor<br>GAŠPARAC</p>

Davor
GAŠPARAC

Erste Group

Head of Group Organisation Corporates

<p style=line-height:20px;>Francis<br>GROSS</p>

Francis
GROSS

European Central Bank

Head of Division, External Statistics

Interesting Case Studies from the Agenda 2016

<p style=line-height:20px;>Karsten<br>ILLY</p>

Karsten
ILLY

UBS AG

Head Fund Operations

“RIGHT-SOURCING” IN BACK OFFICE

Off-shoring Fund Operations to Eastern Europe – a Case Study

Off-shoring can be driven by different reasons: creating additional capacity, doing processes in a different time zone, access to local talent pools, reducing costs, increasing flexibility etc. Fund operations or fund accounting is a banking back office function, which is offered from many providers in US, Asia, Western and Eastern Europe. In this case study we will evaluate fund operations being off-shored to Eastern Europe, especially Poland.

  • Workflow of Fund Operations & daily Fund Valuation
  • Advantages Off-shoring and Outsourcing
  • Fund Operations at UBS Krakow: achievements and outlook
  • Local Presence & Client Requirements in combination with Off-shoring & Efficiency

LEAN BACK OFFICE

A case based presentation of the secrets of a sustainable Lean implementation

Many organization start with a Lean implementation but only a few are successful in creating a sustainable organization change. What are the secrets and the success factors to create a sustainable organization change and what can we learn from other industries? We will emphasis on the role of change management, the role of management and the importance of implementing Lean on as well operation-, tactical- and strategic level.

  • Lean and change management
  • The importance of lean on tactical- and strategic level
  • Value chain management
<p style=line-height:20px;>John<br>MAES</p>

John
MAES

Rabobank

Senior Vice President Lean Competence Center

<p style=line-height:20px;>Davor<br>GAŠPARAC</p>

Davor
GAŠPARAC

Erste Group

Head of Group Organisation Corporates

KEY PERFORMANCE INDICATOR

KPI`s for shared service centres and myths about outsourcing

Shared service centres are in focus of interest since years because they can be used to leverage economy of scale and bring cost savings. However, local specifics can undermine standardized solution and make business case less attractive. Question is: which KPI`s can motivate local banks to come closer with their requirements? The other hot topic is outsourcing which is very popular and powerful solution to enable companies focusing on their core competences and gaining flexibility. However, the most common expectation is decreasing costs. Companies who expect outsourcing will decrease their costs on short and middle term might find themselves disappointed.

  • Investing in shared service centres – who drinks and who pays?
  • Cost sharing baseline – divide and conquer
  • Outsourcing – saving or wasting money?

Ultimate Session

FOR NETWORKING

Every morning starts with a great ice-breaking activity – Speed Networking Session. This session is designed to give all participants the opportunity to meet and introduce themselves to their fellow participants before the official conference starts.

Don’t forget your business cards!

Provided Networking Sessions include Coffee Breaks, Networking Lunches, a Cocktail Reception, plus informal gatherings outside conference hours – key tools for establishing future business connections with fellow industry peers.

What delegates had to say

About our past conferences – VIDEO

SEE WHO WAS THIS EVENT DESIGNED FOR

Testimonials

  • Very interactive event with high profile participants

    Nordea
  • Great opportunity, I gained a lot of information also during the networking breaks

    ING
  • Very good and informative conference

    Erste Bank


Who this event

WAS DESIGNED FOR

Members of board, C-level, Senior Vice Presidents, Vice Presidents, Directors, Heads of departments from Banking industry involved in:

  • Operations
  • Operations Support
  • Trade Operations (Trading of securities, Trade confirmation and settlement, regulatory compliance)
  • Shared Services
  • IT
  • Infrastructure Support
  • Operations Strategy
  • Branch Support
  • Lean Competence Center
  • Fund Operations
  • Human Resources Operations

What differentiates Allan Lloyds’s conferences from the rest?

Tired of attending expos, conferences or events where there is little to no interaction or debate with speakers & delegates?

Allan Lloyds events are famed for being highly interactive. Through our special discussion panels and roundtable discussion formats you will be able to discuss in intimate detail all of the complex issues that you are facing with our speakers and delegates.

Attendees of our events are leaders in their respective companies – meaning you will be able to enjoy indepth discussion with peers!

This is where the real learning & development happens

SPONSORS 2016

Venue

26 – 28 April 2016 I VIENNA

RENAISSANCE WIEN HOTEL

The 7th Annual Operational and Back Office Excellence  was in the Renaissance Wien Hotel, Linke Wienzeile/ Ullmannstrasse 71, Vienna, 1150 Austria.

Things to do in Vienna:

  • No visit to Vienna is complete without a visit of this magnificent palace – Schoenbrunn Palace. The gardens are a must.
  • Did you know Vienna also has a Walk of Fame? Instead of containing celebrities like in LA, this walk of fame is full of composers who had some sort of connection with Vienna.
  • Visit massive cathedral is the true centerpiece of Vienna – St. Stephen’s Cathedral

WORKSHOP

Workshop A

E-banking Operations in 2016

  • E-banking Operations in 2016
  • How to guarantee effective online and mobile banking?
  • How to enhance operational efficiency and reduce costs with digital technologies?
  • How should your IT department effectively deal with the high-volume of information provided by customers online
  • The impact of internet on service quality in the banking sector
  • Online and Mobile Banking: Back Office Challenges

Workshop B

Legislation and Market Integration

  • How to improve transparency to meet regulatory requirements?
  • New challenges for market integration in Europe
  • Fund administration and its regulatory challenges
  • Regulatory pressure and its impact on control functions
  • Interaction of legislative approach with mobile payment ecosystem
  • How to adapt the back office strategy to comply with the latest requirements and increase efficiency

GET UPDATES FOR 2017 EDITION

Provide us with your contact details and our team will get back to you with all the updates regarding the upcoming edition of this event.

Take advantage to meet the leading experts within the field and discuss the latest challenges all your competitors are facing.

We are looking forward to welcoming you on board in 2017!

STAY UPDATED

 

Photos from Last Annual

Contact Details

If you have any questions regarding this event and would like us to get in touch with you, please leave us your details and a member of our team shall get back to you shortly.

Delegate Enquiries
Tony Bradley
E: tony.bradley[at]allanlloyds.com
P: +421 221 025 322
Sponsorship & Exhibition
Sam Khalaf
E: bus.dev[at]allanlloyds.com
P: +421 221 025 324

Event Production

Robert Atkinson
E: robert.atkinson[at]allanlloyds.com
P: +421 221 025 322

Marketing

Amy Taylor
E: amy.taylor[at]allanlloyds.com
P: +421 221 025 322

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