In this episode of the Oyster Stew Podcast, our panel of financial services experts breaks down the key considerations for outsourcing critical functions, such as compliance, finance, and vendor selection. Whether you’re launching a new firm, looking to scale efficiently, or navigating complex regulatory landscapes, outsourcing services can provide cost-effective expertise and operational flexibility.

Our expert panel—Sarah Sutton, Candy Palugi, Evan Rosser, Jay Donlin, Fred Wagstaff, and Jeff Wilk—shares real-world insights on when outsourcing makes sense, how to assess your firm’s needs, and the long-term benefits of working with experienced operations and compliance consultants. Key topics include:

• When Does Outsourcing Chief Compliance Officers Make Sense?
• How Outsourcing Can Help Growing Firms Stay Focused
• Compliance, Testing & Risk Management: The Role of Independent Reviews
• Financial & Operational Outsourcing: When Should Firms Leverage External Support?
• Vendor Selection & Technology Strategy: Choosing the Right Partners

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