FIMA US 2025

April 07 - 08, 2025

Westin Copley Place, Boston MA

FIMA Webinar Series

FIMA Webinar Series

Transforming Financial Institutions through Data Governance

Key Takeaways:
  • Learn how to address the challenges and opportunities of data governance.
  • Prioritize investments and competencies to implement a data governance program.
  • Understand the impact of data security and quality to data governance initiatives
Speakers:
  • Julie Lockner, Vice President of Market Development and Evangelist at Informatica
  • Gwen Thomas, Corporate Data Advocate at The International Finance Group, World Bank Group
  • Linda Hewlet, Sr Enterprise Security Architect Santander Holdings USA

Machine Learning in Banking: What Mid- and Back-Office Work Can it Automate?

Key Takeaways:
  • A clear definition of machine learning and its benefits to global banking
  • Discussion of common banking operation pain points in data collection, cleansing, and enrichment
  • Case studies of how machine learning has solved a variety of these problems, with a focus on reference data and standard settlement instructions (SSI)
Speakers:
  • Adam Devine, VP Product Marketing & Strategic Partnerships, WorkFusion
  • Jacqueline Hayes, Head of Data Operations, Wells Fargo Securities
  • Gautam Moorjani Head of Reference Data, Marki

Putting the Client at the Center: Changing Dynamics in Client Onboarding and Data Management

Attend this webinar to obtain insights into:
  • Impact of regulation on legal entity data management, KYC, and onboarding
  • Why the business cares about legal entity data: inefficiencies and challenges around onboarding, entity data quality, and settlement inefficiency
  • Building a business case for legal entity data improvement: best practices and recommendations
Speakers:
  • Virginie O'Shea, Senior Analyst, Aite Group
  • Mark Davies, General Manager and Head of Avox, DTCC
  • Ian Speirs, Executive Director, JP Morgan
Key knowledge partner: DTCC

Four Practical Steps for Building a Strong Data Foundation for BCBS 239 Compliance

This webinar will provide you with the steps to:
  • Create a benchmark of the current state to identify what you know and don’t know about your risk data
  • Develop data rules/standards for critical data elements to facilitate dialogue across business and IT teams
  • Build a knowledge base of data definitions, rules and owners to increase efficiency and knowledge sharing
  • Implement self-service technology to automate the identification, monitoring and remediation of data defects
Speakers:
  • David Blaszkowsky, Senior VP, Head of Data Governance, State Street
  • Stan Christiaens, Chief Operating Officer, Collibra
  • Ursula Cottone, Chief Data Officer, Key Bank
  • Jon Asprey, VP Strategic Consulting, Trillium Software
Key knowledge partner: Trillium Software

Making Big Data Smart Data: Strategically Balancing Regulatory Demands with Data Demands

Viewers of this webinar will hear directly from Northern Trust and FactSet on how to:
  • Connect data sets together to uncover conflicts of interest
  • Get ahead of regulations and understand the implications this has on your approach to data management
  • Identify better ways to determine who is on the hook if a fund goes under
  • Overcome hurdles around LEI using Big Data technologies
  • Tie your data initiatives to specific regulations to gain buy-in
  • See entity resolution from a smart data perspective
Speakers:
  • Brian Sobolak, VP, Asset Reference Data Quality, Northern Trust
  • Ken Zockoll, Senior Vice President , FactSet
  • Patrick Flannery, CO-Founder & CEO, Maystreet (moderator)
Sponsored by: Factset

BCBS239 - Is You Data Consistently Inconsistent?

Key highlights in this must-see webinar include:
  • Understand BCBS 239 regulatory requirements
  • What the impact is for Global systematically important Banks (G-SIBs)
  • What the value is for non G-SIBs
  • Leverage BCBS 239 to fund increased data maturity
  • Learn about data governance, standardization of integrated data taxonomies and data quality
Speakers:
  • Peter Serenitas, Chief Data Officer, HSBC
  • Predrag Dizdarevic, Partner, Element 22
  • John Bottega, Chief Data Officer, EDMC
  • Stan Christiaens, Chief Operating Officer, Collibra
Sponsored by: Collibra