Category: Roundtables

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

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.

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.

 

Doshi Ronak
Partner
Fong Amy v1
Partner

REQUEST TO ATTEND

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

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.

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.

Dubey Piyush
Practice Director
Jain Parul
Vice President
Malhotra Nikhil
Practice Director

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

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
Agarwal Anish
Practice Director, Everest Group
Aniruddha edited

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

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. 

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. 

Devisetty Susmitha
Senior Analyst
Everest Group
Hanjura Khushboo
Senior Analyst
Everest Group
Soni Rita B
Principal Analyst
Everest Group
Aniruddha edited

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

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. 

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. 

Agarwal Anish
Practice Director
Everest Group
Jain Parul
Vice President
Everest Group
Kumar Santhosh
Aniruddha edited

Reshaping Tomorrow: Exploring the Impacts of Return to Office and AI on Diversity & Inclusion | In-person Roundtable

Invite Only

Reshaping Tomorrow: Exploring the Impacts of Return to Office and AI on Diversity & Inclusion | In-person Roundtable

February 15, 2024

9:30 a.m. to 1:30 p.m.

Facilitated by Everest Group

This in-person roundtable will center around current pivotal themes that significantly impact our workplace and the future of diversity and inclusion: return to office (RTO) and advancements in artificial intelligence (AI).

Everest Group will host the event in collaboration with Dinesh Deo, CEO at Marsh McLennan Global Services India.

  • Return to office (RTO) – boon or bane for female colleagues? The transition back to the office has sparked important conversations about the impact on work-life balance, productivity, and overall well-being. We’ll discuss the unique challenges and opportunities that returning to the office poses for females and explore strategies to make this transition a positive and empowering experience for all

  • The impact of AI on diversity and inclusion – what will a digitally fair world for women look like? As AI continues to shape the future of work, we need to address its impact on diversity and inclusion. This session will focus on the opportunities and challenges AI presents in creating a digitally fair world for women and how AI can foster diversity and help ensure a level playing field for everyone

Session details

  • Date: 15 February 2024
  • Venue: Marsh & McLennan Global Services India Pvt Ltd., Powai, Mumbai, India
  • Time: 9:30 a.m. to 1:30 p.m. (roundtable followed by networking lunch)

Who should attend? 

  • GBS heads
  • GCC/GBS strategy leaders
  • GCC site leaders

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/GBS (no service providers), and Everest Group will approve each attendance request to ensure an appropriate size and mix of participants. The roundtable includes introductions, a short presentation, and a facilitated discussion.

We look forward to your valuable insights and active participation in this crucial dialogue. 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.

REQUEST TO ATTEND

Speakers
Headshot
CEO, Marsh McLennan Global Services India
Jain Parul
Vice President, Everest Group
Kumar Sumit
Practice Director, Everest Group

Delivery with Purpose: A Guide for Service Providers in Impact Sourcing | Virtual Roundtable

Virtual Roundtable

Delivery with Purpose: A Guide for Service Providers in Impact Sourcing

December 7, 2023 |
9 AM EST | 7:30 PM IST

Traditional IT and business process services (BPS) service providers are becoming more intentional in creating and activating career opportunities in underserved communities.

By identifying previously untapped talent pools that can provide leverage in various roles across the outsourcing industry, impact sourcing can create both inward (business) and outward (social) impact for service provider organizations.

Join Everest Group experts and Sustainability Fellows for an engaging discussion on creating meaningful and intentional impact sourcing programs that benefit both the business and the community. Together and with your peers, we will discuss what is needed to implement impact sourcing and how to be an agent of positive change in your community.

Participants will:

• Learn what peak impact sourcing looks like
• Explore foundational frameworks to design an impact sourcing program
• Uncover what success looks like
• Engage in a discussion around policy and best practices
• Discuss ways to steer the buyers’ mindset toward impact sourcing

Who should attend?

• Services provider stakeholders
• Internal diversity and inclusion leaders
• Sustainability 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.

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.

Dutta Anik
Senior Analyst
Everest Group
Singh Prateek
Practice Director
Everest Group
Soni Rita B
Principal Analyst, Impact Sourcing & Sustainability Research

CPG GBS Leadership Exchange: Journey to the Future of GBS | CPG GBS Leadership Community Event

CPG GBS Leadership Community EVENT

CPG GBS Leadership Exchange: Journey to the Future of GBS

November 29, 2023 |
10:00 AM EST | 8:30 PM IST

Over the years, GBS organizations in the consumer packaged goods (CPG) industry have risen as a competitive differentiator for their global enterprises. From supporting a wide array of service segments to housing critical capabilities, the GBS organization’s influence has only become stronger.

In this session, Everest Group will host a gathering and open discussion for the CPG GBS community and discuss findings from Everest Group’s recently concluded flagship research on the CPG GBS industry. Conversations will cover key imperatives across areas such as talent employability, service innovation, the future of work, and more.

Participants will explore:

• The latest CPG GBS market trends
• Common priorities among CPG GBS peers
• Learnings and best practices

Who should attend?

• CPG GBS leaders
• CPG GBS strategy heads

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.

Aggarwal Rohitashwa B
Partner
Everest Group
Arora Jimit B
Partner
Everest Group
Kops Deborah
Sourcing Change, Principal
Everest Group

Modernizing the Strategic Sourcing Process with Technology | Virtual Roundtable

virtual roundtable

Modernizing the Strategic Sourcing Process with Technology

November 15, 2023 |
10:30 AM EST | 9 PM IST

Join industry thought leaders and stakeholders for an engaging virtual roundtable discussion on how to drive meaningful impact in outsourced services spend through digitalization and modern sourcing practices.

Attendees will discuss best practices for effectively measuring the impact of sourcing strategies through tech and methods for aligning this impact with your organization’s broader objectives. We’ll also explore how to cultivate collaborative relationships with suppliers for sustained success.

Sourcing leaders will come away with actionable insights and strategies that can be immediately implemented to elevate sourcing practices.

Participants will discuss:

• Cutting-edge technology trends that are reshaping sourcing strategies
• Best practices for measuring impact, including proven methodologies to measure the impact of your sourcing strategies through tech
• Ways to align your sourcing strategies with broader business objectives, ensuring that your efforts drive meaningful results and growth
• Approaches for fostering collaboration with suppliers through tech, ensuring inclusivity and long-term success in the sourcing ecosystem
• Strategies that you can implement immediately

Who should attend?

• Procurement leaders
• Category managers
• Sourcing managers

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.

Hanjura Khushboo
Khushboo Hanjura
Senior Analyst
Hung Shirley
Shirley Hung
Partner
Malhotra_Bhanushee
Bhanushee Malhotra
Practice Director

Remaining the Employer of Choice in a Dynamic Talent Market for Banking and Financial Services GBS | Virtual Roundtable

VIRTUAL ROUNDTABLE

Remaining the Employer of Choice in a Dynamic Talent Market for Banking and Financial Services GBS

November 9, 2023 |
8:30 am EST | 7:00 pm IST

In our recently released report, “The Top GBS Employers™ in India, the Philippines, and Poland – 2023,” we discovered a noticeable decline in employer brand perception among Banking and Financial Services (BFS) GBS organizations in all three countries.

Join this virtual roundtable as we explore the reasons behind the decline, whether there are specific segments these organizations are losing their talent to, and the current and potential strategies for becoming a BFS GBS employer of choice.

This interactive discussion offers a unique opportunity to engage in conversations with our expert analysts and your peers. Together, we will discuss strategies to maintain a positive brand image, what’s working and what’s not in other organizations, and ways to enhance your own organization’s employee value proposition.

Participants will explore: 

  • What factors impact GBS brand perception as an employer in key markets?
  • What are the top employee grievances, and what are your peers doing to alleviate them?
  • What initiatives do best-in-class GBS organizations deploy to enhance overall brand perception?
  • What is the impact of work model (remote/hybrid/in-office) on talent management practices and brand perception?

Who should attend? 

  • GBS site leaders
  • GBS strategy leaders
  • Heads of human resources
  • Heads of talent acquisition

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. 

Partner
Practice Director
Executive Advisor

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