5th National Conference on

Outsourcing in Financial Services

Maximize what you get out of your outsourcing deal Manage vendor relationships successfully Ensure compliance with changing regulations

Thursday, April 27, 2006

About

In this publication, leading financial services industry executives, in-house counsel and private practice attorneys specializing in outsourcing provide essential information on how to:

  • Protect your data and comply with security breach notification laws
  • Develop business strategies and craft related contracting provisions that will ensure outsourcing success
  • Achieve flexibility in long-term outsourcing deals
  • Define the scope of services provided and set reasonable expectations
  • Establish proper governance structures and properly manage your relationship
  • Allocate and minimize risk for all types of outsourcing deals
  • Prepare for disaster recovery to ensure business continuity
  • Develop the right disengagement strategy to unwind the deal

Contents & Contributors

About

In this publication, leading financial services industry executives, in-house counsel and private practice attorneys specializing in outsourcing provide essential information on how to:

  • Protect your data and comply with security breach notification laws
  • Develop business strategies and craft related contracting provisions that will ensure outsourcing success
  • Achieve flexibility in long-term outsourcing deals
  • Define the scope of services provided and set reasonable expectations
  • Establish proper governance structures and properly manage your relationship
  • Allocate and minimize risk for all types of outsourcing deals
  • Prepare for disaster recovery to ensure business continuity
  • Develop the right disengagement strategy to unwind the deal

Contents & Contributors


DATA PROTECTION & SECURITY BREACHES: ENSURING VENDOR COMPLIANCE WITH INTERNAL AND REGULATORY REQUIREMENTS
Jonathan D. Jaffe, Kirkpatrick & Lockhart Nicholson Graham

DATA PROTECTION & SECURITY BREACHES: ENSURING VENDOR COMPLIANCE WITH INTERNAL AND REGULATORY REQUIREMENTS
Marc Loewenthal, New Century Financial Corporation

DATA PROTECTION & SECURITY BREACHES: ENSURING VENDOR COMPLIANCE WITH INTERNAL AND REGULATORY REQUIREMENTS
Jack Yang, Schwartz & Ballen LLP

DATA PROTECTION & SECURITY BREACHES: ENSURING VENDOR COMPLIANCE WITH INTERNAL AND REGULATORY REQUIREMENTS
Brad Blower, Relman & Associates

IMPLEMENTING GOVERNANCE STRUCTURES AND MANAGING THE RELATIONSHIP
Bill Morlan, King and Spalding

ENSURING BUSINESS CONTINUITY AND SETTING UP A "PLAN B"
Neil S. Hirshman, P.C., Kirkland & Ellis LLP
Jamie Gross, Affiliated Computer Services, Inc.

ACHIEVING FLEXIBILITY IN LONG-TERM OUTSOURCING ARRANGEMENTS
A. Marina Gracias, Washington Mutual Card Services

ALLOCATING AND MINIMIZING RISK IN YOUR OUTSOURCING ARRANGEMENTS
Christopher D. Ford, Alston & Bird LLP

ACHIEVING FLEXIBILITY IN LONG-TERM OUTSOURCING ARRANGEMENTS
Adam Chernichaw, White & Case LLP

SPECIAL CONSIDERATIONS FOR FINANCIAL INSTITUTIONS IN OFFSHORING/OVERSEAS RELATIONSHIPS
Colleen M. Martin, Washington Mutual
John A. Funk, Jones Day

LITIGATION CASE STUDY: SEARS' EXIT FROM $1.6 BILLION OUTSOURCING DEAL WITH CSC
Edward J. Hansen, Morgan Lewis & Bockius LLP

UNWINDING AN OUTSOURCING RELATIONSHIP: DEVELOPING THE RIGHT DISENGAGEMENT STRATEGY
Aaron M. Oser, Pillsbury Winthrop Shaw Pittman LLP
Vincent Sanchez, DLA Piper Rudnick gray Cary US LLP
Deborah Kops, Shared Services Business Process Outsourcing Association

OUTSOURCING PROVIDERS AND CUSTOMERS' SOX COMPLIANCE
John McCormick, Accenture



DOCUMENT TYPES: PRESENTATIONS AVAILABLE: 0