Sunday, November 04, 2007
3:00 PM


Registration Opens



3:30 PM - 5:00 PM
Pre-Conference Workshop

Emerging Global Issues: A Primer for Conference Attendees

Don't miss this special opportunity to join an intensive pre-conference workshop on Emerging Global Issues. Santa Fe Group CEO and Conference Chairperson Catherine Allen,John Carlson and Ward Holland of BITS will lead a hands-on look at the hottest topics in globalization today. Special guests from financial institutions and other global players will join this interactive session.

Catherine A. Allen
Chairman and CEO
The Santa Fe Group

John Carlson
SVP For Regulatory Affairs
BITS

Ward Holland
Consultant
BITS

JT Jacoby
Director, Technology Risk
Devonshire Investors

Sandra Bechan-Diaz
Vice President
The Bank of New York Mellon

Lori Blackman
President and Founder
DNL Global

Monday, November 05, 2007
8:00 AM - 8:30 AM
Registration and Continental Breakfast in Exhibit Hall



8:30 AM - 8:45 AM
Chairman's Opening Remarks

Catherine A. Allen sets the context for discussing outsourcing risk management, leadership, performance and globalization in 2007 and looking ahead.

Catherine A. Allen
Chairman and CEO
The Santa Fe Group



8:45 AM - 9:30 AM
Keynote Address

Outsourcing Yesterday,Today and Tomorrow

How does outsourcing's history inform service provider relationships today? Financial services veteran, CIO Austin Adams, shares his insights gained over more than 30 years overseeing outsourcing technology and operations. Adams will discuss how history's lessons apply today and tomorrow.

Forum Keynote:
Austin Adams
Retired CIO
JPMorgan Chase



9:30 AM - 10:15 AM
Managing Strategic Service Provider Risks to Optimize Outsourcing/Offshoring Success

Financial institutions are achieving widely different results from offshoring. A recent study shows a gap of up to 50 percent. In this session, David and Kelly will discuss the linkage between managing strategic service provider risks and optimizing Outsourcing/Offshoring performance. Their remarks will address the business value impact, common pitfalls and critical success factors associated with managing strategic provider relationships

David Hodgson
Partner, Enterprise Risk Services
Deloitte & Touche LLP



10:15 AM - 10:45 AM
Networking and refreshment break in the exhibit hall



10:45 AM - 12:00 PM
Regulatory & Legislative Update

In this session, we'll look at US regulations and legislation with a global perspective. Experts will discuss the landscape today, in 2008, and beyond.

Moderator:
John Carlson
SVP For Regulatory Affairs
BITS

Panelists:
Skip Angel
National Program Manager - IT Examinations
Office of Thrift Supervision

Brad Beytien
Manager, Operationsl and IT Risk Section/Division of Banking Supervision & Regulation
Federal Reserve Board

Nancy Hansbrough
Assistant Chief Counsel
Securities And Exchange Commission



12:00 PM - 1:15 PM
Luncheon for all participants

Industry Innovation Session

Sponsored By


BITS has released version three of its Shared Assessments Program, providing a comprehensive framework for standardizing the necessary assessment of outsourcing vendors by financial institutions. Widespread adoption of the program with its Agreed Upon Procedures (AUP) for independent audits and comprehensive SIG (Supplemental Information Gathering) questionnaire offer an unquestioned benefit to the industry. In this session we will introduce a new collaborative, open source, approach to automating the SIG development, approval, maintenance, and data integration processes. The session will also introduce the Collaborative Software Initiative and its community approach to developing compliance software.

For more information, please visit: http://www.sourcemediaconferences.com/FSO07/industry.html

Stuart Cohen
CEO
The Collaborative Software Initiative

Evan Bauer
CTO
The Collaborative Software Initiative



1:15 PM - 2:30 PM
Managing Risk from Overseas: Establishing an Offshore Development Center

JT Jacoby was Country Head of Information Security in India for Fidelity Investments from 2005 to 2007. Mike Gaquin was Fidelitys Head of Enterprise Business Continuity at the time. Together, Mr. Jacoby and Mr. Gaquin will present a case study of the unique and compelling situations they faced, actions they took, and lessons they learned while offshoring in a developing country.

JT Jacoby
Director, Technology Risk
Devonshire Investors



2:30 PM - 3:15 PM
Outsourcing Leadership for 2008 and Beyond: Creating Sustainable Teams that Win

As organizations continue to make outsourcing an integral part of their operations, a new breed of professionals skilled in the design, implementation and management of these complex business relationships has emerged. In this presentation, Cynthia Kearney will discuss how working in client, provider and advisor organizations, these professionals are increasingly central not only to outsourcing success but, in turn, to business success.

Cynthia J. Kearney
Consultant
Former VP Of Global R&D Sourcing & Supplier Management
Johnson & Johnson Pharmaceutical



3:15 PM - 3:45 PM
Networking and refreshment break in the exhibit hall



3:45 PM - 5:00 PM
Leadership Panel: Leading Across Distance & Difference

This panel will address the challenges of leading and managing in an outsourcing environment and best practices for optimizing a virtual global workforce.

Moderator:
Allison Kaplan
Vice President, Talent Acquisition
DNL Global

Panelists:
Alan Hanson
Partner, Global Financial Services Advisory Services
TPI

Tiger Tyagarajan
Executive Vice President
GENPACT

John Cerminaro
Director
Merrill Lynch

Bertrand Dussert
Executive Director, HR Head of Vendor Management and Process Re-Engineering
UBS AG



5:15 PM - 7:00 PM
Networking reception

Tuesday, November 06, 2007
7:30 AM - 8:00 AM
Continental Breakfast in Exhibit Hall



8:00 AM - 8:15 AM
Chairman's Welcome and Recap of Day One

Catherine Allen reviews key points of our Day One discussion and sets the context for Day Two's program.

Catherine A. Allen
Chairman and CEO
The Santa Fe Group



8:15 AM - 9:00 AM
Keynote Address

Transforming Organizations Through Global Outsourcing

Out of Industry Perspective on Performance/Globalization/Leadership.

Ron Kifer
Group Vice President and Chief Information Officer
Applied Materials



9:00 AM - 10:00 AM
The 7 Habits of Successful Globalizers

As the adoption of services globalization by companies grows, the number of organizations gaining maturity in global sourcing has increased. In this session, Attendees will learn the "7 habits" of successful globalizers found in organizations meeting and exceeding their services globalization objectives.

Atul Vashistha
CEO
neoIT



10:00 AM - 10:30 AM
Networking and refreshment break in the exhibit hall



10:30 AM - 11:15 AM
Optimizing Outsourcing Performance Through Good Risk Practices

This panel explores the complex relationship between performance and risk management. Panelists will discuss real-life examples that illustrate how good risk mitigation practices can make a critical difference in outsourcing program performance.

Moderator:
Robert Wilkinson
Vice President, CISSP
CITI

Panelists:
Maureen C. Cooney
Counsel and Senior Policy Advisor for Global Privacy Strategies
Hunton & Williams, LLP

Scott Littleton, CISSP, CISA, CFE, CPA
Vice President, Information Security Manager
JPMorgan Chase Bank

Rick Rossow
Director of Operations
US-India Business Council

Peter Pampillonio
Institutional Risk, Enterprise Implementation Risk
Wachovia



11:15 AM - 12:00 PM
Town Hall Session

We'll round out the conference with an interactive Q&A with presenters and the audience. Questions submitted during the course of the conference will be presented to the speakers.

John Carlson
SVP For Regulatory Affairs
BITS

Catherine A. Allen
Chairman and CEO
The Santa Fe Group

Michele Edson
Senior Vice President
Santa Fe Group

JT Jacoby
Director, Technology Risk
Devonshire Investors

Robert Wilkinson
Vice President, CISSP
CITI



12:00 PM - 12:30 PM
Conference Wrap-Up & Adjournment

BITS Vision: Where Do We Go From Here?

Leigh Williams
President
BITS