9:30am, March 21: Panel Discussion | The Emergence of the CDO Office and Partnerships to Create Strategic Solutions for the Future

Firms often find themselves playing catch up to ensure their data capabilities align with constantly changing regulatory reporting requirements, manifesting from the financial crisis. The chief data office has become a prominent strategy used by firms to organize data capabilities and create effective partnerships across the firm for users of the data. What does an effective partnership look like across firms to advance a data strategy to remain compliant?

Executives will discuss:

• Pitfalls and successes in partnering with risk, finance, regulatory and the Chief Data Office to drive forward a data strategy for the future
• Improving standards to increase efficiency and aggregate information while having a quick turn around in reporting
• Approaches to ensure what is being built in terms of requirements, databases and delivery capability aligns with existing and emerging reporting requirements

2:40, March 21: Panel Discussion | Mastering Metadata and Proving Data Lineage

Data lineage is coming under increased scrutiny in the changing regulatory landscape. How can you better understand metadata and data lineage from the point of view and standpoint of the business? Where should it be housed to achieve common use and accuracy? How do you peel back the onion and see lineage from the point of system of record and help the business to be the drivers of data?

Panelists will discuss:

• What methods have proven most effective in establishing data definitions and a data dictionary to assure integrity from a source system for everything coming in and going out?
• How do you determine data prominence going upstream and define who is entitled to look at which attributes?
• How are firms linking core reports produced through finance and risk teams and demonstrating to regulators how liquidity reports are built?

12:15, March 22: FIMA Fireside Chat | Sharing the Story of One Year into the CDO Role

So you’ve landed the job of CDO or Head of Data Management at a new firm, now what? Ursula Cottone joined Citizens Bank as Chief Data Officer in April 2015 and immediately got to work executing a roadmap for data management.  On a similar path, Brian Buzzelli joined Acadian Asset Management in July 2015 to lead the firm’s data governance efforts and he will have a candid conversation with Ursula to provide insights on:

• Figuring out what work is value added
• Evaluating the effectiveness of data policies
• Determining critical data elements
• Instilling confidence in the firm on the execution of the plan