The 7th Annual Operational and Back Office Excellence in Banking Summit
gathers decision makers, professionals and leading experts

from the banking industry involved in Operational and Back Office Excellence

<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

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.

Event Starts in

0 days 0 hours 0 minutes 0 seconds

Ensure your attendance at
this world-class event!
AND BUY TICKETS NOW!

Be quick: Seats are
FILLING UP FAST!

For GROUP REGISTRATION
Contact please Tony Bradley
on +421 221 025 322 or
tony.bradley[at]allanlloyds.com

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

Sample of

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

Another Interesting Case Study from the Agenda

<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?

Who will I

MEET THERE?

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 this conference 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

Request 12 PAGE FULL AGENDA

Venue

26– 28 April 2016 I VIENNA

RENAISSANCE WIEN HOTEL

The 7th Annual Operational and Back Office Excellence will take place 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

26 April 2016 (15:00 – 16:00)

  • 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

26 April 2016 (16:00 – 17:00)

  • 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 back office strategy to comply with the latest requirements and increase efficiency

Request Agenda

 

Drop your details in the form and we will send you the whole 12-page brochure filled with all details about the  7th Annual Operational and Back Office Excellence in Banking Summit to you.

  • See what keynote speakers will be taking part in the exclusive speaking panel
  • Explore what Case Studies will be discussed by our senior corporate speakers
  • Get the minute by minute breakdown of the conference

Leave us your details and we will take care of the rest!

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

GET YOUR PASS!

Would you like to be a part of the 7th Annual Operational and Back Office Excellence in Banking Summit?

Excellent, but be quick:
Seats are 
FILLING UP FAST!

Don’t miss out!

All prices are 20% Austrian VAT included. You’ll receive a confirmation and you can edit the attendee details after the purchase. Payment methods are Credit Card and Bank Transfer.

CO-LOCATED BANKING EVENTS BY ALLAN LLOYDS

The 5th Annual Digital Banking and Mobile Payments Summit

26 – 28 April |  Vienna

Visit Event Website
AndyPicasso15Home