MANAGING IT OUTSOURCING REQUIREMENTS & RISK TRAINING
Date: Mar. 28-29, 2019 (Thu-Fri)
Venue: Bayanihan Hall, RBAP, Intramuros,
Time: 8:30am to 5:00pm
RESOURCE PERSON
Mr. Rene B. Hapitan, CFA
Bank Executive Officer, Trainer Consultant – Risk Mgmnt, Strategic
Marketing and General Business Mgmnt.
SEMINAR FEE
1. For Member – P4,800 /per person
2. Non-Member/Delinquent – P5,300 / per person
MODE OF PAYMENT
Check payable to:
Rural Bankers Research & Development Foundation Inc.
To reserve slot, a Non-Refundable commitment fee of P2,400.00 /pax is
required, but its deducted from the total registration fee.
Bank: LBP – Intramuros, Branch
Account Name: RBRDFI
SA No. 0012-1046-26.
Telefax (02) 527-2969 /527-2980
DEADLINE TO SUBMIT REGISTRATION: March 22, 2019.
Course Objectives
* Understand the difference between IT risk and inherent business risk.
* Increase awareness of regulatory compliance for technology outsourcing,
infrastructure, security and managed services.
* Develop effective IT monitoring activities that will incorporate project
management, change management and business continuity.
* Consolidate understand in terms of having a solid Service Level
Agreement.
* Develop a framework to analyze and select from several providers.
Expected Participants
Risk Management Committee –Director, President, Branch Managers, Risk
Management Officer, Chief Compliance Officer, Head- I.T. Department and
Head – Human Resource Management
Course Outline
A. The information Technology landscape for the Financial Services Industry.
= The Global and Local outlook for IT in the Financial Services
= Starting blocks of Analysis: What is the Procurement Standard
= IT Risks and Business Risks
= Best practices on IT and IT outsourcing
Activity: Where is the Customer in Automation
B. Demystifying IT Outsourcing and Procurement
*How to Understand IT outsourcing from Non-Technical Perspective.
* Who is the User?
*Different Tools to Analyze Outsourcing Requirement
* Summary of BSP Regulations
Activity: Who is the End User?
C. IT Outsourcing as Part of the Capital Budgeting/Expenditure Process.
=Outsourcing in Accounting/Finance Reports
= Tools and Techniques in Capital Budgeting/Expenditures.
= Outsourcing in the Capital Budgeting/Expenditures Process.
D. Issues and Concerns.
= Service Level Agreement that Satisfies All Stakeholders: Vendor
Management and Requirement Checklist.
= Review of Banks’ Business Continuity Program (Disaster Recovery) with
Outsourcing.
E. Plenary presentation and Critique.
F. Live Case Study Focusing on the RFD/SLA
G. Next Steps: Essential Take-Aways .
