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Financial Services Chapter


IAOP'S FINANCIAL SERVICES CHAPTER: STAY TUNED FOR NEXT MEETING DETAILS

The Financial Services Chapter is a chapter that typically meets via webinar to provide a global platform where outsourcing professionals interested or involved in the financial services industry may meet to form networks and address timely issues and to provide a forum for those involved in financial services outsourcing to share their common experiences and the issues confronting them, and an opportunity for those persons to address those issues. The leadership team is currently working on details for the next meeting.  Please stay tuned for more information.

 

If you have an idea for a future meeting - topics or speakers - or would like to learn more about getting involved, please contact us. In the meantime, check out the archives to see all of the insightful meetings the chapter has held!


 

LEAD ORGANIZATIONS


 
 
 
 
 

 


 

LEADERSHIP

CO-CHAIRS

  • Michael Nacarato, COP, Transamerica

 

 

 

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CHARTER

PRIMARY PURPOSE

To provide a global platform where outsourcing professionals interested or involved in the financial services industry may meet, whether virtually or in person, to form networks and address timely issues.  Further, to provide a forum for those involved in financial services outsourcing to share their common experiences and the issues confronting them, and an opportunity for those persons to address those issues.  To educate those involved or interested in sourcing in the financial services sector by conducting periodic seminars, webinars and regional meetings.  To provide a source of information regarding changes in financial regulatory frameworks that impact sourcing transactions in the financial services industry, and to discuss practical impacts of such regulatory changes.  To create an environment where financial services professionals can share and promote best practices in outsourcing.

Meeting Frequency:  Twice per year Meeting Type:  Virtual

ARCHIVES

PAST MEETINGS

  • June 19, 2014 -  OCC Compliance
  • June 25, 2013 - Cloud Computing and Financial Services: Technical, Transactional and Legal Issues
  • January 16, 2012 - Outsourcing Trends in the Financial Services Industry  Download the presentation - Playback the webinar

 

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