Vision 2025: A Discussion for Banking, Financial Services, and Insurance Sourcing Leaders | Virtual Roundtable

December 5, 2024

VIRTUAL ROUNDTABLE

Vision 2025: A Discussion for Banking, Financial Services, and Insurance Sourcing Leaders

December 5, 2024 |

8:00 AM PT | 11 AM ET

As sourcing and VMO leaders in the banking, financial services, and insurance (BFSI) sectors look ahead to the coming year, many are reimagining their approach to tech and ops sourcing to improve efficiency and strategic value.

Join this practitioner-only session, guided by Everest Group analysts, to explore forward-thinking tech and ops priorities in BFSI, such as cost, AI adoption, and challenges ahead. This flexible forum is a prime opportunity to connect with the experts, raise questions, and gain valuable perspectives from your peers.

In this session, participants will discuss how 2024 is wrapping up and their plans for 2025. While the discussion is always guided by participant interests, expect to learn:

What cost savings targets are set for next year
How participants are factoring in the benefits and costs of AI
How to plan for investment budgets and expected challenges

Who should attend?

Sourcing leaders from BFSI
Category managers
Vendor managers
BFSI Tech and ops leaders (open to buy side only)

Virtual Roundtable Guidelines

The only price of admission is participation. Attendees should be prepared to share their experiences and be willing to engage in discourse.

Participation is limited to enterprise leaders (no service providers). Everest Group will approve each attendance request to ensure an appropriate group size and mix of participants. The sessions are 90 minutes in duration and include introductions, a short presentation, and a facilitated discussion.

Ronak Doshi

Partner

Everest Group

Amy Fong

Partner

Everest Group

REQUEST TO ATTEND

Building a Future-Ready Business: Identifying Innovations for Future Success | Event

December 3, 2024

LOCAL NETWORKING EVENT

Building a Future-Ready Business: Identifying Innovations for Future Success

日本語で見る

December 3, 2024  |

3:00 p.m. to 6.00 p.m. 

Tokyo, Japan

Everest Group hosted an exclusive launch event for our new Advanced SciTech Service in Tokyo, Japan on December 3rd. This program is designed to help you navigate the complex landscape of emerging science and technology, enabling you to integrate cutting-edge innovations effectively into your business strategy. 

During the event, our analysts shared insights on the new program, designed to help business leaders navigate the complex landscape of emerging science and technology, enabling them to integrate cutting-edge innovations effectively into their business strategy.  

Click here to see more images from the event.

Speakers

Richard Sear
Managing Partner
Everest Group

Eric Simonson
Managing Partner
Everest Group

Panelists

Yousuke Ishii
Head of Innovation Center
Yokogawa Electric Corporation

Hiroshi Furukawa
Head of Innovation Center
NTT Data Group

Kiichi Ogura
Associate Professor – Joint Research Center for Future Science and Technology
Tohoku University

From Concept to Value: Strengthening GCCs Through Innovation | In-person Roundtable

December 2, 2024

INVITE ONLY

From Concept to Value: Strengthening GCCs Through Innovation

December 2, 2024 |

9:00 am – 12:00 pm IST

Facilitated by Everest Group

This in-person roundtable will focus on how GCCs are strengthening their value proposition by fostering an innovation-driven mindset to drive impact and growth for enterprises. 

Key themes to be discussed include: 

The evolving role of innovation teams within GCCs in driving business, service, and product transformation 
Best practices for scaling and sustaining the growth and impact of innovation teams in GCCs 
Ways to cultivate an innovation-driven culture across teams within GCCs 
Methods to evaluate frameworks and approaches to measure the real impact of innovation initiatives

We invite you to join us for insightful discussions with your peers and our expert analysts. The session will provide valuable perspectives on the future role of innovation teams in GCCs and how India, as a leading global delivery location, continues to play a pivotal role in shaping the innovation program/agenda for the enterprise. 

Who should attend? 

GCC leaders, innovation leaders, digital and technology leaders, and operations/functional leaders from GCCs 

Roundtable guidelines: 

Participation is by invitation only 
Attendees are encouraged to actively engage and share their experiences  
The event is exclusive to GCC leaders (no service providers)

When is it happening and where? 

Date and time: 02 December 2024, 10 am – 1 pm IST (roundtable discussion, followed by lunch) 

Venue:

Crowne Plaza Today Gurgaon, Sector 29, National Highway-8, Gurgaon – 122001

Anish Agarwal

Vice President

Nikhil Malhotra

Vice President

Bharath M

Vice President

The Evolving Role of Life Sciences GCCs in Enabling Technological Transformation | In-person Roundtable

November 8, 2024

iNVITE oNLY

The Evolving Role of Life Sciences GCCs in Enabling Technological Transformation

November 8, 2024 |

8:00 a.m. to 11:00 a.m.

Facilitated by Everest Group

This roundtable will focus on how Lifesciences GCCs enable technology-powered transformations and maximize strategic value for global businesses.

Key themes to be discussed include:

The evolving role of Life Sciences GCCs in driving technology transformations
Tech ownership in GCCs across the Life Sciences value chain
Investment strategies for emerging technologies and approaches to quantify value
Optimizing operating structures to help GCC teams enable tech transformations

We invite you to join us for insightful discussions with your peers and our expert analysts. The session will provide valuable perspectives on the future role of GCCs and how India, as a leading global delivery location, continues to play a pivotal role in shaping the life sciences industry, especially in the technology space.

Session Details:

Date: Friday, November 8, 2024
Venue: Sheraton Grand Bengaluru Whitefield Hotel & Convention Centre Prestige Shantiniketan Hoodi, Whitefield Bengaluru
Time: 8:00 a.m. to 11:00 a.m. IST

Who should attend?

GCC leaders, Digital and technology leaders, and Function leaders from Life Sciences GCCs

Roundtable guidelines:

Participation is by invitation only. Attendees are encouraged to actively engage and share their experiences. The event is exclusive to GCC leaders (no service providers).

Bharath M

Vice President GBS and Shared Services

Kushagra Singh

Practice Director GBS and Shared Services

Request to Attend

Assessing Talent Readiness for Next-generation Skills in GBS Organizations | Virtual Roundtable

August 7, 2024

VIRTUAL ROUNDTABLE

Assessing Talent Readiness for Next-generation Skills in GBS Organizations

Although the intensity of the talent war has slowed in recent months, GBS leaders still face a significant shortage of next-gen skills in the market. This shortage poses a critical challenge, compelling GBS leaders to continuously assess and enhance the readiness of their workforce to support the next wave of growth. Equipping their teams with advanced skills is crucial for staying competitive and meeting evolving business demands.

Join this virtual roundtable, along with our expert analysts and your GBS peers, for a collaborative discussion on how GBS teams are adapting to acquire next-gen skills, including:

Evaluating future skill requirements/needs in GBS organizations and current skill gaps in the market
Implementing targeted programs to upskill/reskill their workforce in next-gen technologies
Understanding the role of technology in learning and development
Assessing the scope of partnerships with industry/academia in niche skill capability building

Who should attend?

GBS heads
Site/country heads
Talent heads
HR heads
L&D leaders
Workforce development leaders

Virtual Roundtable Guidelines

The only price of admission is participation. Attendees should be prepared to share their experiences and be willing to engage in discourse.

Rohitashwa Aggarwal

Partner Everest Group

Shivangee Kumar

Senior Analyst Everest Group

Nikhil Malhotra

Practice Director Everest Group

Banking, Financial Services, and Insurance Leaders Discuss: 2024’s Top Trends in Tech and Ops Sourcing | Virtual Roundtable

July 10, 2024

Virtual Roundtable

Banking, Financial Services, and Insurance Leaders Discuss: 2024's Top Trends in Tech and Ops Sourcing

July 10, 2024 |

8:00 AM PT | 10:00 AM CT

What are the latest trending issues shaping tech and ops sourcing within the banking, financial services, and insurance (BFSI) sector?

Join your peers as Everest Group analysts guide a dynamic discussion on the most impactful sourcing developments influencing BFSI firms in 2024. This exclusive virtual roundtable, tailored for industry practitioners, will be a flexible forum to raise questions, hear from leaders in the industry, and tap into the expertise of seasoned analysts.

Participants will come away with insights into how sourcing teams across the industry are adapting and thriving in a shifting ecosystem, including:

Strategies for supporting IT’s transition toward a product operating model
Exploration of total cost rationalization levers across technology, IT services, and operations
Insights into designing and aligning objectives and key results (OKRs) for sourcing teams to drive successful outcomes

Who should attend?

Sourcing leaders from BFSI
Category managers
Vendor managers
BFSI tech and ops leaders

Virtual Roundtable Guidelines

The only price of admission is participation. Attendees should be prepared to share their experiences and be willing to engage in discourse.

Ronak Doshi

Partner

Amy Fong

Partner

REQUEST TO ATTEND

Explore the Potential of Gen AI in BFSI GBS: Charting the Gen AI Path | Virtual Roundtable

July 2, 2024

Virtual Roundtable

Explore the Potential of Gen AI in BFSI GBS: Charting the Gen AI Path

July 2, 2024

While generative AI has taken center stage in the enterprise transformation journey, many organizations are still struggling to harness its full potential. However, banking, financial services, and insurance (BFSI) GBS could be the catalyst to help solve this challenge.

Join this virtual roundtable, along with our expert analysts and BFSI industry thought leaders, for an engaging discussion into the generative AI promise, its use cases, the key challenges, and the main risks impeding its real-time adoption.

Participants will come away with attainable and realistic use cases for BFSI organizations to drive significant business outcomes, including:

Guiding principles for setting up a generative AI ecosystem in GBS
Oversight on the overall role generative AI applications can play in the end-to-end service value chain
Requisite change management practices for scaled implementation
Top skills GBS organizations must be geared for
Insights into the outlook for generative AI

Who should attend?

GBS leaders
GBS strategy leaders
GBS site leaders
GBS AI/ML or data analytics leaders
GBS technology/transformation/IT leaders
GBS business units/operations leaders

Virtual Roundtable Guidelines

The only price of admission is participation. Attendees should be prepared to share their experiences and be willing to engage in discourse.

Piyush Dubey

Practice Director

Parul Jain

Vice President

Nikhil Malhotra

Practice Director

Safeguarding Ethics and Cybersecurity in the AI-Driven Corporate Realm | In-Person Roundtable

May 23, 2024

Invite only

Safeguarding Ethics and Cybersecurity in the AI-Driven Corporate Realm

May 23, 2024

6:00 p.m. to 9:00 p.m.

Facilitated by Everest Group

SLB is subscribed to Everest Group memberships. As you know, Everest Group hosts events to help our member GCC clients exchange perspectives and best practices and to help us deliver well-rounded insights for our members.

We are excited to extend an invitation to you for the SLB Industry Networking Dinner Event, moderated by Everest Group, an in-person roundtable discussion. Topics covered will include:

Perception and adoption: How do you perceive the current state of AI ethics and cybersecurity in the corporate world? What factors are driving adoption or resistance?
Risk management: How do you approach risk management in AI projects, particularly around ethics and cybersecurity risks
Accountability and transparency: How do you ensure AI systems’ accountability and transparency? How do you communicate this to stakeholders?
Future preparedness: What steps are you taking to future-proof your organization against emerging AI ethics and cybersecurity challenge?

What will you take away?

Actionable strategies to help leaders lead ethics, cybersecurity, and AI-driven initiatives from their GCCs
Key focus areas and provocations for success in 2024
Success stories from best-in-class peers

Session details

Date: Thursday, May 23, 2024
Venue: Schlumberger Pune India Technology Center (PITC), Commerzone IT Park, Yerawada, Pune
Time: 6:00 p.m. to 9:00 p.m.

Who should attend?

GCC heads
GCC strategy leaders
Technology function leaders

REQUEST TO ATTEND

Roundtable guidelines

The only price of admission is participation. Attendees should be prepared to share their experiences and be willing to engage in discourse. Participation is limited to enterprises/GCCs (no service providers). Everest Group will approve attendance to ensure an appropriate size
and mix of participants. The roundtable includes introductions, a short presentation, and a facilitated discussion.

Kindly confirm your attendance by Thursday, May 9 by reverting on this email. This Executive Roundtable is a unique opportunity to connect with industry leaders, share perspectives, and collectively shape a more inclusive and forward-thinking workplace. If you have any questions or require further information, please don’t hesitate to contact us.

We look forward to your participation in this event!

Speaker

Anish Agarwal

Practice Director, Everest Group

Impact Sourcing: Discovering Key Talent and Revitalizing Business Outcomes | Virtual Roundtable

March 28, 2024

Virtual Roundtable

Impact Sourcing: Discovering Key Talent and Revitalizing Business Outcomes

March 28, 2024 |

9:00 AM EDT | 6:30 PM IST

For the IT/BPS/GBS sectors, impact sourcing has become a key talent strategy, emerging from a niche pilot program to a transformative process for improved business results. This socially responsible process of outsourcing allows for greater inclusivity, with intentional hiring processes enabling those with more limited employment but great talent to develop their careers. From a corporate perspective, impact sourcing can surface the best talent and yield significant business value.

Join our virtual roundtable along with expert analysts and your peers and take part in a lively discussion about how to leverage impact sourcing as a secret spend weapon. In this open discussion, industry leaders will cover how to create a strong impact sourcing program with long-term sourcing ecosystem planning and success.

Participants will discuss:

Leveraging impact sourcing for innovation and business success with a well-defined roadmap
Key considerations to keep in mind while designing or scaling their impact sourcing program
Approaches for strategic integration of impact sourcing
Best practices to keep in mind
Measuring impact/success of impact sourcing programs with key metrics and reporting strategies

Who should attend? 

Procurement and sustainability leaders
Category Managers
Sourcing managers
Supplier diversity program managers
Responsible and sustainable procurement teams

Virtual Roundtable Guidelines 

The only price of admission is participation. Attendees should be prepared to share their experiences and be willing to engage in discourse. 

Susmitha Devisetty

Senior Analyst

Everest Group

Khushboo Hanjura

Senior Analyst

Everest Group

Rita N. Soni

Principal Analyst

Everest Group

GBS: The New Epicenter for Driving Value and Transformation in Enterprise Finance Services | Virtual Roundtable

March 13, 2024

Virtual Roundtable

GBS: The New Epicenter for Driving Value and Transformation in Enterprise Finance Services

March 13, 2024 |

9:30 AM EDT | 7:00 PM IST

The GBS model has become a multifunctional platform with finance among the oldest of the capabilities established. However, our research shows that the overwhelming level of activity performed by both Finance Shared Services (FSS) and GBS organizations is transactional.

As companies increasingly hardwire the GBS model into the business, there is still vast potential to add more value. Finance in GBS can play a vital role in accelerating business growth and delivering greater insights across the enterprise.

Join this virtual roundtable, along with our expert analysts and industry thought leaders, for an engaging discussion on how FSS and GBS organizations can move up the value chain, drive innovation, and yield meaningful impact. We will also explore current challenges and prevailing opportunities for driving future success.

Participants will explore:

How FSS and GBS can move up the finance value chain, and what is the breadth and depth of the services portfolio?
What changes are required for GBS governance and operating models to enable growth?
How can enterprises leverage FSS or GBS to create more value in the finance organization and for CFOs?
Success stories from best-in-class peers

Who should attend?

Finance leaders
Global business services leaders
GBS strategy leaders
GBS site leaders

Virtual Roundtable Guidelines

The only price of admission is participation. Attendees should be prepared to share their experiences and be willing to engage in discourse.

Anish Agarwal

Practice Director

Everest Group

Parul Jain

Vice President

Everest Group

Everest Group Engage 2025 – London: Gain practical insights that drive global impact.

Category: Roundtables