FIMA US 2020

October 05 - 06, 2020

The Sheraton, Boston MA

Day One: Leveraging Data as a Strategic Asset


Monday, May 4, 2020

7:00 am - 8:00 am Continental Breakfast & Registration In The Data Management Café

8:00 am - 8:15 am Welcome Remarks and Getting To Know You: Data Manager’s Ice Breaker

8:15 am - 8:30 am Chairperson’s Opening Address

Sam Benedict, Vice President, Solution Strategy at erwin

Sam Benedict

Vice President, Solution Strategy
erwin

8:30 am - 8:50 am Fireside Chat: The Evolution and Rebranding of the CDO to Deliver Value to the Business and Better Client Service

Most mature data organizations were founded to meet complex rules to satisfy regulators, but the remit has shifted in recent years. As core competencies developed and data quality improved, the demand for data for analytics from downstream consumers has continued to increase. How do you take the leap from focusing on data governance and reporting to self-service and solving for customer use cases? Tony Cyriac, Enterprise Chief Data & Analytics Officer, BMO Financial Group will outline the roadmap to offensive data management, including:

  • Knowing the key steps required to expand beyond regulatory compliance to analytics and value creation
  • Creating an insights focused culture that respects formal and informal rules and ultimately enables data monetization
  • Rebranding the data organization around value creation, while still providing core services
  • Aligning the future direction of the CDO with the digital ambitions of the organization
Tony Cyriac, Enterprise Chief Data & Analytics Officer at BMO Financial Group

Tony Cyriac

Enterprise Chief Data & Analytics Officer
BMO Financial Group

8:50 am - 9:10 am Keynote: Digitizing This Very Bank: Reaching Toward Three Digital Horizons

BNY Mellon has embraced changed for 235 years, playing a critical role in forming and evolving banking systems globally. Digital transformation expert, Roman Regelman was brought on in 2018 as Senior Executive Vice President, Head of Digital to set the strategic direction for the firm’s digital future. Roman will share lessons on how to achieve true sustainable results, including:

  • Identifying the right approach to digitization
  • Organizing for success
  • Engaging your entire organization

Roman Regelman, Senior Executive Vice President, Head of Digital at BNY Mellon

Roman Regelman

Senior Executive Vice President, Head of Digital
BNY Mellon

Incremental regulations have been driving executive sponsorship of data programs, but what will happen if the regulatory pressures lessen? How can you keep up the momentum when budgets are tightening? Data Officers have been at the forefront of creating a data driven culture that treats data as a strategic asset, but how can you make this process stickier? How do you effectively market yourself and your data organization to get continued funding? Hear lessons learned on how to:


  • Outline the value proposition of your offering focused on solving needs and providing solutions 
  • Construct business cases to deliver value and innovation while continuing to meet obligations
  • Communicate the value proposition of data to get the funding you need to allow data to reach the full potential
  • Build bridges with the business to understand the different needs across the organization 
Douglass Stewart, Head of Vanguard Data Office at Vanguard

Douglass Stewart

Head of Vanguard Data Office
Vanguard

René Kim, SVP, Data, Analytics & Insight, Digital Services at Charles Schwab

René Kim

SVP, Data, Analytics & Insight, Digital Services
Charles Schwab

Aravind Jagannathan, Vice President, Chief Data Officer at Freddie Mac

Aravind Jagannathan

Vice President, Chief Data Officer
Freddie Mac

Andrew Foster, Deputy Chief Data Officer, Americas at Deutsche Bank

Andrew Foster

Deputy Chief Data Officer, Americas
Deutsche Bank

Julia Bardmesser, SVP, Head of Data, Architecture and Analytics at Voya Financial

Julia Bardmesser

SVP, Head of Data, Architecture and Analytics
Voya Financial

Ravi Shankar, SVP and Chief Marketing Officer at Denodo

Ravi Shankar

SVP and Chief Marketing Officer
Denodo

9:40 am - 10:00 am Keynote: Utilizing Service Level Expectations To Engage And Deliver Value To Data Consumers

Engaging the business around data is frequently a challenge in any organization. Brian Buzzelli, SVP, Head of Data Governance, Acadian Asset Management created a new methodology for data projects which had the unexpected result of generating exceptional engagement. By asking data consumers their requirements and walking through service level expectations, Brian and his team successfully engaged the business more than ever before. Hear key successes and lessons learned, including:


  • Uncovering expectations around the data from end-users 
  • Understanding how data consumers value data
  • Navigating the cultural nuances between technology, data and the business 
Brian Buzzelli, Senior Vice President, Head of Data Governance at Acadian Asset Management

Brian Buzzelli

Senior Vice President, Head of Data Governance
Acadian Asset Management

10:00 am - 10:40 am Morning Jolt Networking And Refreshment Break In The Data Management Café

Rev up for FIMA by visiting the Data Management Café to grab some coffee and snacks while connecting with old friends and new contacts. We feel some connections brewing! 

The increased demand for data and insights coupled with fee compression is putting pressure on the CDO. In the process, organizations have been battling a tension between centralized versus federated data models, with data management processes growing in silos and many opting for a more hybrid approach. How can you structure yourselves organizationally to deliver value to the business? How does your data team take an expanded role in delivering on technical delivery? Where should the controls sit? Hear from CDOs who have recently restructured their data organizations to find out how to:


  • Determine what belongs in the CDO space and why to break down old silos
  • Integrate the work from the different lines of business and regions for a central strategy that can be flexible to different regional and business motivations
  • Understand the constructs required for consistent policy, process and governance
  • Create a framework for macro data management to ensure quality, privacy and resiliency
  • Know the skillsets you need to staff the CDO to shift from defensive to offensive
  • Align with business development to improve client service and engagement
Sanjay Saxena, Senior Vice President, Enterprise Data Governance and Strategy at Northern Trust Corporation

Sanjay Saxena

Senior Vice President, Enterprise Data Governance and Strategy
Northern Trust Corporation

David Wright, Chief Data Officer, North America at Commerzbank AG

David Wright

Chief Data Officer, North America
Commerzbank AG

Jodi Morton, Chief Data Officer at KPMG

Jodi Morton

Chief Data Officer
KPMG

Dr. Kanishka Bhattacharya, Senior Director, Data Science and Analytics at Publicis Sapient

Dr. Kanishka Bhattacharya

Senior Director, Data Science and Analytics
Publicis Sapient

10:40 am - 11:30 am Leveraging The LEI To Facilitate Digital Economy Growth

As transactions become increasingly digitized, it’s becoming more important to identify opportunities to facilitate digital economy growth. The LEI has exciting new use cases beyond regulatory reporting. Find out about the latest updates to the LEI and new use cases, including:

  • Utilizing LEI in digital certificates for document signing that is tamperproof 
  • Leveraging the security of organizational wallets with digital verifiable credentials
  • Non-financial reporting use cases, including trading and supply chain on a global scale
Karla McKenna, Head of Standards at GLEIF

Karla McKenna

Head of Standards
GLEIF

11:10 am - 11:30 am Keynote: Harnessing Your Data To Drive Innovation And Revenue, Without Compromising Privacy Or Security

Data can be a valuable asset to your business – driving a competitive advantage, launching new products or creating operational efficiencies. However, many organizations struggle to extract value from their data due to data being trapped in silos, lack of data knowledge or expertise, fear of headline or reputational risk, and data privacy regulations and compliance. There are many examples of organizations that are currently using their data to drive significant business value (i.e. machine learning and AI) and opening up new revenue opportunities. This session will share real-world examples and outline a road map organizations can follow to safely organize and generate tangible value from their data without compromising privacy or security. 


Key Takeaways: 


  • How can existing data management practices be modernized to take advantage of innovative technologies like machine learning and artificial intelligence? 
  • How can data be used as an asset while maintaining compliance with privacy and security regulations? 
  • There are 3 data types to use as part of your overall data strategy: raw, anonymous, and synthetic. Each data type has a different revenue potential and risk profile. Synthetic data is the “breakthrough” data set; it is the future of data, and you should be using it now. 
  • There is a proven, safe process that maximizes your data revenue while minimizing your risk, ensuring that your team is an excellent steward of data.
Randy Koch, Chief Executive Officer at ARM Insight

Randy Koch

Chief Executive Officer
ARM Insight

GDPR and CCPA have cemented the new norms for data privacy. Across the globe new data privacy and protection rules are being created, and at least 16 states have already implemented their own rules for data privacy and protection. What is required of your data strategy to proactively handle the multitude of data privacy requirements? How do you handle regulations that are constantly changing when trying to put new processes and controls in place to be compliant?

Panelists will discuss:


  • Understanding what data you truly need to capture from someone to continue doing business
  • Operationalizing and maintaining compliance with evolving data privacy and protection rules
  • Driving a culture that takes the responsibility of privacy into account during innovation
  • Balancing the needs of privacy and security with the desire to leverage data through modeling and analytics efforts
  • Knowing the privacy requirements when transitioning from on-prem storage to the cloud
Ronke Ekwensi, Vice President, Data Management at Prudential Financial

Ronke Ekwensi

Vice President, Data Management
Prudential Financial

Shanthi Pudota, Vice President, Business Technology, Enterprise Data Management at Discover Financial Services

Shanthi Pudota

Vice President, Business Technology, Enterprise Data Management
Discover Financial Services

Justin Heller, SVP, Chief Data Officer at Synchrony Financial

Justin Heller

SVP, Chief Data Officer
Synchrony Financial

Gary LaFever, Chief Executive Officer at Anonos

Gary LaFever

Chief Executive Officer
Anonos

11:30 am - 12:20 pm Women in Data Management Ice-Breaker and Meet Up

(Limited to 25 participants from financial institutions only)

This is your opportunity to meet fellow women in data peers and create new connections in advance of the learning breakfast on day 2. During this structured meet-up you will:


  • Outline your business priorities
  • Reveal your pain points
  • Share your learning objectives at FIMA
Robin Doyle, Managing Director, Office of Regulatory Affairs at J.P. Morgan

Robin Doyle

Managing Director, Office of Regulatory Affairs
J.P. Morgan

12:00 pm - 12:20 pm Keynote: Improving Data Literacy Through Data Citizens With a Purpose

As data organizations shift from defensive to offensive data management, there is an opportunity to engage and educate the business to evolve the company data culture. Robert Parr, Advisory Chief Data Officer, Principal for KPMG will shed light on how to improve data literacy across the enterprise to deliver maximum value to the business, including: 


  • Why a robust literacy program is essential to change from a defensive focus for data to one where data is used to drive value
  • Examine the fundamental components of a data literacy program (Learning paths and methods)
  • Explore how a KPMG program helping NGOs with analytic problems not only is better for our communities, but also creates a mechanism to enhance data literacy through active learning
Robert Parr, Advisory Chief Data Officer, Principal at KPMG

Robert Parr

Advisory Chief Data Officer, Principal
KPMG

12:20 pm - 12:40 pm Keynote: Understanding Prerequisites And Use Cases For Knowledge Graphs

Knowledge graphs offer a unique opportunity to connect information to draw inferences, particularly for a holistic view of customer relationships across a highly siloed enterprise. Data can be stored in different warehouses and the graph makes it much simpler to identify relationships because of the standards being used. What is required to use a knowledge graph? What are the optimal use cases? Find out how to leverage these relational models, including:


  • Building a model to reflect a domain
  • Establishing policies, procedures and standards
  • Capturing low hanging fruit, such as data privacy or technical assets
  • Determining specialized cases to show economies of scale and efficiencies 
David Newman, SVP, Innovation Group, Innovation R&D at Wells Fargo Bank

David Newman

SVP, Innovation Group, Innovation R&D
Wells Fargo Bank

12:40 pm - 1:40 pm Lunch For All Attendees

Track A Improving Data Quality and Resiliency

1:40 pm - 1:50 pm Chairperson’s Afternoon Address

Interested in demonstrating thought leadership as

Chairperson? Contact Charles McNiff at 646-200-7828

or charles.mcniff@wbresearch.com

Track B Optimizing Data and Enterprise Architecture

1:40 pm - 1:50 pm Chairperson’s Afternoon Address


Peter Ku, VP, Chief Industry Strategist, Financial Services at Informatica

Peter Ku

VP, Chief Industry Strategist, Financial Services
Informatica

Track C Enabling the Business Through Analytics and Intelligence

1:40 pm - 1:50 pm Chairperson’s Afternoon Address

Interested in demonstrating thought leadership as

Chairperson? Contact Charles McNiff at 646-200-7828

or charles.mcniff@wbresearch.com

CDOs and Data Leaders Private Boardroom

1:40 pm - 2:55 pm CDOs and Data Leaders Private Boardroom

(By Invitation Only, limited to 25 CDOs and Heads of Data Management maximum)


The 5th annual CDO and Data Leader’s Private Boardroom is an exclusive meeting for CDOs from top banks and asset management companies to share solutions and devise strategies to further advance the data agenda. Connect with peers and industry leaders to share ideas and successes along your data journey.

Cara Dailey, Chief Data Officer at Silicon Valley Bank

Cara Dailey

Chief Data Officer
Silicon Valley Bank

1:50 pm - 2:15 pm Lightning Round Panel: Leveraging Metadata to Support a Resilient Environment

Risk, resiliency and controls continue to drive every data organization. With investments in metadata collection, organizations have an opportunity to leverage this to better track, understand and support a more resilient environment. Find out how to:


  • Engage the organization to utilize and trust metadata
  • Leverage use cases where metadata can resolve issues and be used by the entire organization
  • Utilize flexible data tagging to look at data from a privacy and security perspective 
Edgar Zalite, Chief Data Architect, Americas at Deutsche Bank

Edgar Zalite

Chief Data Architect, Americas
Deutsche Bank

1:50 pm - 2:15 pm Lightning Round Panel: Transitioning Architecture to be More Nimble With Unified Data

Across the industry, organizations are migrating away from monolithic platforms with legacy architecture to a new wave of technologies with more fit for purpose applications. However legacy systems will continue to run over several years during the transition. How can you make this transition as seamless as possible for the organization? Find out where data and architecture leaders are experiencing success, including:


  • Key considerations and partnerships across the business when engineering the transition away from legacy systems
  • Swapping out pieces in the back end to mitigate pain for the end user until you can move entire workflows
  • Standardizing data that is coming in, including employing master data management and data quality checks
  • Building the architecture needed to serve the business in the future while balancing oversight for data protection
Kalpana Vijayakumar, Vice President, Platform Architect at Fidelity Investments

Kalpana Vijayakumar

Vice President, Platform Architect
Fidelity Investments

Einat Burshtine, Head of Data, Reporting and Analytics for Infrastructure at Crédit Suisse

Einat Burshtine

Head of Data, Reporting and Analytics for Infrastructure
Crédit Suisse

1:50 pm - 2:15 pm Lightning Round Panel: The Role of Data In Producing Good Predictive Analytics

As the data organization becomes more enmeshed in machine learning and AI projects, it puts new requirements on data preparation to be served good results. Data organizations have a new opportunity to engage with teams focused on predictive analytics, shifting from the supply to demand side to be more nimble. Find out how to better support predictive analytics, including:


  • Creating and testing hypotheses to produce good analytics
  • Understanding how the data organization fits into the process to create better practices going forward
  • Knowing how people consume and understand data at the end of the consumption pipeline to inform ongoing requirements for data quality and cleansing
Alina Rivilis, AVP Data Science & Big Data at IGM Financial Inc.

Alina Rivilis

AVP Data Science & Big Data
IGM Financial Inc.

Alex Baldenko

Head of Data Science, Security and Fraud
MassMutual

2:15 pm - 2:25 pm Innovation Spotlight

Interested in showcasing your latest solutions in a quick-fire session? Contact Charles McNiff at 646-200-7828 or charles.mcniff@wbresearch.com

2:15 pm - 2:25 pm Innovation Spotlight

Interested in showcasing your latest solutions in a quick-fire session? Contact Charles McNiff at 646-200-7828 or charles.mcniff@wbresearch.com

2:15 pm - 2:25 pm Innovation Spotlight

Interested in showcasing your latest solutions in a quick-fire session? Contact Charles McNiff at 646-200-7828 or charles.mcniff@wbresearch.com

Historically data quality has generally been a rear view mirror process in financial services. With an increased demand for analytics and the ongoing process of risk assessments, data quality is under significant scrutiny. Find out how organizations are prioritizing data validation up front and establishing single versions of mastered content as opposed to data copies across the organization. Panelists will discuss the latest evolutions in data quality, including:


  • Instrumentation metrics and KPIs to understand what the operations team is doing daily
  • Self-diagnosing data sets to identify what’s wrong and using the data itself to fix it
  • Emerging quality standards to make data more useful for analytics and regulatory purposes
  • Leveraging data quality automation to increase efficiency
Olga Maydanchik, AVP, MetaData Architecture at Voya Financial

Olga Maydanchik

AVP, MetaData Architecture
Voya Financial

Bruno Giordano, Vice President, IT Risk and Control, Global Technology Services at State Street Corporation

Bruno Giordano

Vice President, IT Risk and Control, Global Technology Services
State Street Corporation

Connie Zhang, U.S. Data & Analytics Officer at Agricultural Bank of China, New York Branch

Connie Zhang

U.S. Data & Analytics Officer
Agricultural Bank of China, New York Branch

The industry is undergoing significant transformation with the shift to the cloud. Traditionally, data from third parties has been delivered to a data center for computing. However we’re now seeing a significant migration of data provisioning from vendors being available in the cloud, yet systems and processing remain in the data center. How can you bridge the gaps between the cloud and on-prem computing?

Panelists will discuss:


  • The technology solutions necessary to support the data consumption of the future
  • Where it makes sense to leverage the cloud
  • Robust governance and data lifecycle management strategies for the cloud
  • Avoiding data duplication across the lake and the cloud
Oleg Aspis, Managing Director, OCDO at TIAA

Oleg Aspis

Managing Director, OCDO
TIAA

Peter Noll, Chief Technology Officer at Acadian Asset Management

Peter Noll

Chief Technology Officer
Acadian Asset Management

George Marootian, EVP, Head of Technology at Natixis Investment Managers

George Marootian

EVP, Head of Technology
Natixis Investment Managers

Praveen Reddy, VP, Enterprise Information & Technology Architecture at Voya Financial

Praveen Reddy

VP, Enterprise Information & Technology Architecture
Voya Financial

The CDO is helping the business to answer a diverse range of questions. Data consumers have a range of needs, from trading and portfolio management to risk analytics. But how confident are you that you know exactly what the users want and how to get it to them? Do your data users understand the level of self-service they want? Panelists will discuss how they are enabling self-service analytics, including:


  • Handling the challenges of data accuracy and self-service
  • Knowing the right level of modularity and formats that an average business user can understand
  • Understanding the transformations happening at the self-service level
  • Educating users on the flexibility they have and standardization
  • Providing a frictionless and better usability experience to users
Jenny Tsouvalis, Chief Operating Officer at OMERS

Jenny Tsouvalis

Chief Operating Officer
OMERS

Belle Chen, Head of Consumer Analytics at Ally Bank

Belle Chen

Head of Consumer Analytics
Ally Bank

Debbie Williams, Director, Data Strategy at BNY Mellon

Debbie Williams

Director, Data Strategy
BNY Mellon

Kevin Salzmann, Director, Data & Analytics Transformation at BMO Harris Bank

Kevin Salzmann

Director, Data & Analytics Transformation
BMO Harris Bank

Allison Sagraves, Chief Data Officer at M&T Bank

Allison Sagraves

Chief Data Officer
M&T Bank

2:55 pm - 3:35 pm Get The Scoop! Refreshment And Networking Break In The Data Management Café

Cool off after a sizzling day of content with a refreshing fruit or ice cream at this networking break and get the scoop on the latest trends driving the industry!

The next generation of investors is becoming environmentally cautious and the demand for environmental, social and governance (ESG) data is increasing. Investors are shying away from companies with low ESG scores, which is in contrast to traditional financial science which focuses on the returns profile. Furthermore, across the industry, firms have tremendous amounts of unleveraged data waiting to be tapped into to transform the business. How can you prepare your business to be competitive in this evolving future state?

Panelists will discuss:


  • Accessing alternative and ESG data that isn’t easily available
  • Meeting your clients’ evolving needs with minimal disruption to ongoing processes
  • Understanding your unleveraged data and how to tap into it to support the business
Brian Diener, Managing Director, Global Head of Core Enterprise Data at BlackRock

Brian Diener

Managing Director, Global Head of Core Enterprise Data
BlackRock

Deborah Lorenzen, Managing Director, Head of Enterprise Data Governance at State Street Corporation

Deborah Lorenzen

Managing Director, Head of Enterprise Data Governance
State Street Corporation

Michael Manbeck, Vice President, Enterprise Data Management at Fidelity Investments

Michael Manbeck

Vice President, Enterprise Data Management
Fidelity Investments

Caren Liu, Vice President, Research and ESG Technology at Eaton Vance

Caren Liu

Vice President, Research and ESG Technology
Eaton Vance

These interactive roundtable sessions take a deep dive into the specific areas you came to learn about. Sit and learn in an intimate format from thought leaders of the most cutting edge data management solutions. Hear about capabilities to help you solve your unique data challenges and engage in deep discussion with the moderators and your peers to learn from the broader community. You pick which roundtables to partake in – choose the topics relevant to your most pressing initiatives and divide and conquer with your team members taking a seat at the other tables to further your data initiatives. Each Roundtable discussion lasts 30 minutes – choose 2! Interested in demonstrating thought leadership as a roundtable discussion host? Contact Charles McNiff at 646-200-7828 or charles.mcniff@wbresearch.com


1.Operationalizing Data Management and Governance: What’s Required? What to Avoid?

Peter Ku, VP, Chief Industry Strategist, Financial Services, Informatica


2.From Augmented to Self-driving Data Management

Michal Klaus, Chief Executive Officer, Ataccama


3.Harnessing Your Data to Drive Innovation and Revenue, Without Compromising Privacy or Security

Randy Koch, Chief Executive Officer, ARM Insight, Inc.


4.When Consent Does Not Work - Maximizing Lawful Value of AI, Data Sharing & Combining 

Gary LaFever, Chief Executive Officer, Anonos 


5. Next Generation Fraud Detection 

Kendall Clark, Founder & CEO, Stardog 

Dmytro Dolgopolov, Senior Director of Content Services & Analytics, FINRA


6.Leveraging Advanced Visualization to Explain the Flow of Data


7.Leveraging AI to Mine the Value Out of Unstructured Data


8.Harnessing Innovations in Data Aggregation Across the Enterprise


9.Deploying RPA to Gain Operational Efficiencies as Part of Broader Transformation


10.Data Integration From Application to Application

Peter Ku, VP, Chief Industry Strategist, Financial Services at Informatica

Peter Ku

VP, Chief Industry Strategist, Financial Services
Informatica

Michal Klaus, Chief Executive Officer at Ataccama

Michal Klaus

Chief Executive Officer
Ataccama

Randy Koch, Chief Executive Officer at ARM Insight

Randy Koch

Chief Executive Officer
ARM Insight

Gary LaFever, Chief Executive Officer at Anonos

Gary LaFever

Chief Executive Officer
Anonos

Kendall Clark, Founder & CEO at Stardog

Kendall Clark

Founder & CEO
Stardog

5:10 pm - 5:40 pm Afternoon Town Hall: Monetizing Data, Balancing Ethics And Revenue Opportunities

Data organizations are now ultimately being tasked with enabling the business to grow revenue. Financial institutions have tremendous amounts of data to review spending, buying and lending patterns to better understand how to market additional products to customers. As businesses extract additional value from data and leverage it for revenue opportunities, ethics is becoming increasingly important. What are the ethical views around geolocation ethics and information ethics?


  • What controls are required around ethics?
  • What are your ethical obligations around data?
  • What do you need to know about ethical risk tolerance?
  • Where is the line when it comes to understanding the ins and outs of the customer to determine new product offerings and recommendations?
Julia Bardmesser, SVP, Head of Data, Architecture and Analytics at Voya Financial

Julia Bardmesser

SVP, Head of Data, Architecture and Analytics
Voya Financial

John Bottega, President at EDM Council

John Bottega

President
EDM Council

5:40 pm - 7:00 pm Boston Brews Reception

Welcome to Beantown! With its endless offerings of bites and brews, experience our version of an All American Boston Street Fair in the Data Management Café. Enjoy and cheers one another with a Sam Adams in hand while sampling delicious, signature Boston staple food items like the famous lobster roll!

7:00 pm - 7:00 pm End Of Main Day One