Executive Roundtables

CIBER Workshop

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Membership Benefits

The Offshoring Research Network offers corporate members numerous opportunities to take part in research and shape the discussion on global sourcing. Learn more



BRIEFINGS

 

July 2013 Briefing○July 2013 - Meeting Briefing   - Undeniable Value of Promoting Information Sharing and Best Practices - Vendor Management Challenges

Concentration Risk Briefing○May 2013 - Conference Call Briefing - Member Panel on Cencentration Risk

March 2013 briefing○March 2013 - Meeting Briefing - Process Effectiveness and Total Cost of Ownership - Greater Regulatory Scrutiny of Vendor Management and Concentration

December 2012 Briefing

○November 2012 - Meeting Briefing - 2012 in Review - Observations and Insights from Roundtable Members - Sourcing Capabilities and Practices Survey Results - Sourcing Decision Models

May 2012 briefing○May 2012 - Meeting Briefing - Roundtable members' long-term goals - From the Strategic to the Tactical - Decision and Organizational Structures - Benefits Realization

March 2012 briefing○March 2012 - Conference Call Briefing - Member Panel on Location Risk

Nov 2011 briefing○December 2011 - Meeting Briefing - First Roundtable Meeting - Shaping the Discourse on Global Sourcing - What ORN Can Do for You - Observation and Insights from Roundtable Members

The Offshoring Research Network (ORN) offers valuable opportunities for corporate and academic thought leaders to network and explore the most salient topics driving global sourcing decisions. The roundtables have two primary components, a research focus and disccusion of key timely topics. Duke ORN extends the research capabilities of member firms in order to better understand and act on changes taking place in the industry. ORN leads this effort and agenda by conducting comparative research and facilitating focused discussion with peer firms on key agenda topics identified by the members during in person meetings and conference calls. Founding members actively participate in panels on key topics where best practices and lessons learned are shared and discussed.

A key forum is the Duke ORN Financial Services Sourcing Executive Roundtable, which meets three times a year on either Duke’s campus in Durham, N.C. or in New York City. Hosted by ORN member companies, these meetings allow senior executives to interact with peers, discuss special topics of shared interest, and propose biannual benchmarking studies for the ORN research team to conduct. Topics are selected by Roundtable member companies and moderated by ORN team members.

The ORN also undertakes analyses on a selected topic in advance of a Roundtable meeting or engages in joint-research efforts recommended or commissioned by corporate members. Examples of topics include managing risk, bi-lingual call centers, near-shore strategies, and data security. 

 

RESEARCH AND INDIVIDUAL FIRM REPORTS:

 

FTE by Functions Cover   FTE By Functions Report

  

Concentration Risk Cover   Concentration Risk Focused Study

 

Spider Diagram   Flash Survey on Capabilities and Processes

 

Vendor capabilities report cover   Vendor Capabilities Framework

benchmarking report cover   Individual Benchmarking Report

 

 

The roundtable has two primary components, a research focus and discussion of key timely topics facing the industry. Duke ORN extends the research capabilities of member firms in order to better understand and act on changes taking place in the industry that will help drive both sourcing strategy and the direction of the financial services industry. ORN leads this effort and agenda by conducting comparative research and facilitating focused discussion with peer firms on key agenda topics identified by the members during in person meetings and conference calls.  Founding members actively participate in panels on key topics where best practices and lessons learned are shared and discussed.

 

Roundtables are only open to buy-side companies, although guest speakers are occasionally invited to speak on critical topics. Past guest speakers have included an OCC Regulator and Senior Sourcing Executives from other industries.

 

The Financial Services Roundtable was launched in 2010 and is composed of thirteen leading financial services, who are committed to influencing sourcing practices and research within the financial services industry. Additional roundtables are under discussion. To propose new industry roundtables, contact Jeff Russell, ORN Director of Research Operations (jrussell@duke.edu) or 919-660-4099.