FIMA US 2019

April 01 - 03, 2019

Westin Copley Place, Boston MA

Contact Us: 1-888-482-6012

DAY ONE, MONDAY, April 1, 2019: Leveraging Data Capabilities and Disruptive Technologies to Drive Business Value

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

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David Poole

Head of Financial Services Center of Excellence
Publicis.Sapient

Blockchain has been an ambiguous buzzword for the last few years, but while many have been waiting to see how it would develop, a few have been hard at work experimenting with the technology to access its potential. Moiz Kohari, SVP, Chief Technology Architect at State Street and Amit Sood, Vice President & Head of Decision Sciences at Fidelity Investments have both been deeply involved in exploring Bitcoin and Blockchain technology across their firms for the last few years. Bridging technology and the business, Moiz and Amit will open up the curtains around how they are leveraging Blockchain, including:
•Driving intelligence from Blockchain
•Providing core infrastructure services to higher level layers
•Incorporating real time market information to Blockchain

Alex Smith

Director, Reference Data Innovation Projects
UBS

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Moiz Kohari

SVP, Chief Technology Architect
State Street

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Amit Sood

Vice President & Head of Decision Sciences
Fidelity Investments

9:00 am - 9:20 am Keynote | Applying AI and Machine Learning Across the Data Value Spectrum

Gary Barr - Managing Director, Group Chief Data Officer Digital, BNY Mellon
The demand for data, & volume/speed of it, is greater than ever before which is pushing the envelope towards real-time, dynamic data governance & data quality. When Gary Barr joined BNY Mellon in early 2018 as Managing Director, Group Chief Data Officer Digital, he realized the opportunity to re-engineer how to drive up data integrity, drive down governance cost, and leverage ‘digitization’. Find out how Gary and his team are:
•Leveraging AI across both structured and unstructured data to digitize data governance
•Reduce friction in democratizing data assets with consumers and clients
•Reduce data governance TCO

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Gary Barr

Managing Director, Group Chief Data Officer Digital
BNY Mellon

Implementing capabilities to comply with a new regulation won’t get you promoted, but creating or enabling a new business will. With roughly 20% of banks operating budgets going to compliance and significant investments already in place, there is an opportunity to leverage these capabilities to reduce costs and drive new business opportunities, especially while the industry is in a period of growth. How do you get to the fun stuff? How do you create capabilities that enable the business to drive revenue?
Hear use cases to help you:
•Leverage data management investments to enhance certain business lines
•Improve operational service to gain wallet share
•Provide consumers with ways to get information outside of traditional models that aren’t fast or agile enough

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Alex Golbin

Global Head of Data Services
BlackRock

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Rakshit Kapoor

Group Chief Data Officer
HSBC

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René Kim

SVP, Global Data Office
Charles Schwab

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Adam Preston

Global Chief Data Officer
Santander Global Corporate Banking

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Bala Ayyar

Managing Director, Chief Data Officer, Americas
Société Générale

9:55 am - 10:15 am Leveraging Predictive Analytics to Drive Business Value and Enhance the Customer Journey

Cindy Forbes - EVP & Chief Analytics Officer, Manulife Financial
The demand for analytics is rapidly growing across financial services. Today risk management teams are looking for more support with fraud detection and marketing teams are looking for insights to support a customer centric strategy. At the heart of analytics is the opportunity to deliver value across the business and that’s what Cindy Forbes, EVP and Chief Analytics Officer for Manulife Financial  has been focused on in leading the Global Advanced Analytics Function. Cindy and her team have deployed predictive analytics across the business with a focus on supporting the customer centric strategy and enhancing the customer journey.  Hear lessons learned and use cases including:
•Using predictive analytics to enhance client retention
•Leveraging machine learning and AI for surveys to form insight driven work
•Understanding opportunities to apply automation to increase efficiencies, including streamlining underwriting 

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Cindy Forbes

EVP & Chief Analytics Officer
Manulife Financial

10:15 am - 10:55 am Morning Boost & Networking Break In The Data Management Café

Whenever new technologies pop up, there is a degree of skepticism that it could be a solution looking for a problem. While some are unsure of where these technologies fit, machine learning and AI are starting to pass the test when it comes to helping solve issues around data quality and risk reporting. How can machine learning and AI support overall data quality and drive business outcomes?
Hear experts cut through the noise to share insights on:
•How AI can organize data based on context
•How to use machine learning to generate low level lineage to validate metadata accuracy
•Applying AI to meet risk reporting requirements
•Driving analytics functions

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Cara Dailey

Chief Data Officer
Silicon Valley Bank

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Alex Golbin

Global Head of Data Services
BlackRock

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BJ Fesq

Chief Data Officer, Wholesale Data Office
Wells Fargo

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Peter Serenita

U.S. Chief Data Officer
Scotiabank

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Michael S. Goodman

Senior Director, FSI Data & Analytics, and Technology Advisory Practice Lead
NTT DATA

11:30 am - 11:50 am Industry Update by Aginity

Executive Speaker to be Confirmed, Aginity

10:55 am - 11:50 am Small to Mid-Size Asset Manager Meet-Up and Card Swap (Limited to 25 participants from asset managers only)

(Limited to 25 participants from asset managers only)
Natalie Sendele - Director, Data Governance, Artisan Partners
Asset managers of all sizes are increasingly prioritizing data governance and everyone is at a different point on their journey. This is your opportunity to meet peers and create new connections. During this structured meet-up you will:
•Outline your business priorities
•Reveal your pain points
•Share your learning objectives at FIMA

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Natalie Sendele

Director, Data Governance
Artisan Partners

Data is growing so rapidly that data environments are maxxed out. Across the industry people are dealing with slow performance, authentication and access issues around big data and the data lake. What fundamental changes are needed from a framework and technology perspective to govern the data lake? How do you communicate to different levels of users? What are the current use cases for the data lake?
Panelists will discuss:
•Demand management of use cases for analytics
•Governance of infrastructure and business communication
•Determining fit for purpose and assessing data quality  

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Denise Letcher

Executive Vice President & Chief Data Officer
PNC Financial Services Group

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Sanjay Saxena

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

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Shanti Pudota

Head of Enterprise Data Management and Governance
Fannie Mae

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Brian Diener

Global Head of Core Enterprise Data
BlackRock

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Allison Sagraves

Chief Data Officer
M&T Bank

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John Bottega

Executive Director
EDM Council

12:25 pm - 12:45 pm Let’s Get Small: Using Targeted Use Cases to Build a Foundation for Enterprise Data Governance

Ken Lownie - Chief Operating Officer, Everteam
While the need for an enterprise-wide data governance strategy and integrated approach seems obvious, when it comes to corporate priorities and budgeting it can be very challenging to get the resources needed for an enterprise initiative. By framing the need for governance around a specific business problem rather than a conceptual, global need, governance leaders can establish the foundation and momentum needed to their organization on the path to an enterprise strategy. In this session we will talk strategy, and then walk through an example of how one governance executive used that strategy to build a successful governance program at a major financial services organization. Find out:
•How to leverage the five most common information governance use cases to drive an information governance initiative
•The power of the “Dark Content” use case; Finding sensitive data is something everyone understands
•How one data governance manager built an enterprise data governance initiative, department by department

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Ken Lownie

Chief Operating Officer
Everteam

11:50 am - 12:45 pm Women in Data Management Ice-Breaker and Meet Up (Limited to 25 participants from financial institutions only)

(Limited to 25 participants from financial institutions only)
Robin Doyle - Managing Director, Office of Regulatory Affairs, J.P. Morgan
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

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Robin Doyle

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

12:45 pm - 1:45 pm Luncheon For All Attendees

Track A
Improving Data Quality Through Various Methods

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Peter Ku

VP, Head of Industry Consulting & Financial Services Strategist
Informatica LLC

A common language is one of the most fundamental elements of culture. The same can be said for data management. Every organization needs a Rosetta Stone of sorts to define the terms. Adoption of language is tricky, but the benefits are unlimited, from meeting BCBS 239 compliance to using the language to provide a data mart experience for data consumers. How can you gain adoption?
Hear lessons learned and success stories, including:
•Latest methods in defining data glossaries and catalogs 
•How to get people to understand the common needs in data
•Driving adoption of a common language, what works and doesn’t

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Peter Ku

VP, Head of Industry Consulting & Financial Services Strategist
Informatica LLC

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Tom Serven

Vice President, Enterprise Data Governance
State Street

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Ryan Wilder

Director, Business Integration, Chief Data Office, Digital
BNY Mellon

Track B
Aligning Data and Enterprise Architecture for Current and Future Innovation

1:45 pm - 1:55 pm Chairperson’s Afternoon Address

Interested in demonstrating thought leadership as Chairperson? Contact Charles McNiff at 646-200-7828 or charles.mcniff@wbresearch.com

1:55 pm - 2:20 pm Lightning Round Panel | Rationalizing Systems to Reduce Risk and Simplify the Environment

James Madison - Director, Data Governance, Hartford Financial Services Group Des Gallacher - Head of Investment Technology, Eaton Vance
Over the years many organizations have raced ahead and built out a number of systems with multiple tools to support data management, but never got rid of old technology or outdated processes. As a result, data is stored in multiple places with reports coming from multiple platforms, increasing operational risk and complexity. How can you optimize systems to collaborate with other systems? What should your continual journey for application rationalization look like?
Find out:
•How to reduce the capabilities you have to move closer to the business 
•Mapping processes to drive process efficiency
•Methods to bridge disparate systems

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James Madison

Director, Data Governance
Hartford Financial Services Group

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Des Gallacher

Head of Investment Technology
Eaton Vance

Track C
Speeding Up Innovation Through Analytics and Beyond

1:45 pm - 1:55 pm Chairperson’s Afternoon Address

Interested in demonstrating thought leadership as Chairperson? Contact Charles McNiff at 646-200-7828 or charles.mcniff@wbresearch.com

1:55 pm - 2:20 pm Lightning Round Panel | Answering Business Questions Faster, Priming Your Organization

Hemant Todi - SVP, Director of Business Intelligence and Data Warehouse, Rabobank
The exciting part of data is now here, leveraging analytics to drive the business to do things you couldn’t do yesterday. But how do you get here? What does self-service mean?
Find out:
•Technologies needed to speed up the IT development cycle
•What changes might be needed for model governance
•How to aggregate data to enable analytics

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Hemant Todi

SVP, Director of Business Intelligence and Data Warehouse
Rabobank

CDOs and Data Leaders Private Boardroom 

1:45 pm - 2:20 pm CDOs and Data Leaders Private Boardroom (By Invitation Only, limited to 25 CDOs and Heads of Data Management maximum)

(By Invitation Only, limited to 25 CDOs and Heads of Data Management maximum)
Alex Golbin - Global Head of Data Services, BlackRock
The 4th 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.

Chairperson
Alex Golbin, Global Head of Data Services, BlackRock 

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Alex Golbin

Global Head of Data Services
BlackRock

2:20 pm - 2:40 pm What Lessons Have Been Learned While Harvesting Data Lineage?

Jan Ulrych - Senior Technology Advisor, MANTA
Data lineage has become crucial part of financial reporting and cornerstone of any data governance program in recent years. Almost every DG solution claims to provide fully-automated and accurate end-to-end lineage. What a surprise when this claim turns out to be false! We will describe the main and most popular approaches to collecting and managing data lineage and explain their benefits and drawbacks. We'll share a lot of practical examples and point out how they build a business case for lineage. 
•Key Drivers and how it relates to business case
•How to get value of data lineage
•Why automation is the key
•How to get accurate data lineage
•How to get accurate business lineage

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Jan Ulrych

Senior Technology Advisor
MANTA

Lineage is a critical effort that everyone struggles with as transparency is brought into the data journey. Along the journey you need to know what is happening and how it is changing in order to do data quality. You need to make sure it is up-to-date and current and useable to a broader community and to meet regulations, such as BCBS 239. How are you demonstrating the benefits of lineage and making it real?
Panelists will discuss:
•How to use lineage to support change management and business practices
•Using automatic or dynamic lineage to keep it up-to-date
•How to get lineage into a format to enable visualization 

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Peter Ku

VP, Head of Industry Consulting & Financial Services Strategist
Informatica LLC

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Shanti Pudota

Head of Enterprise Data Management and Governance
Fannie Mae

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George Marootian

EVP, Head of Technology
Natixis Global Asset Management

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Bryce Wagner

Director, Advisory
KPMG

For every new regulatory demand your firm faces, it challenges you to work very hard to secure new data sources or to build-in-house platforms to generate the calculations required for every new request – a process that is resource-intensive, inefficient and ineffective.
Learn why and how a large regional bank in the U.S. made the risky decision to develop a single source of data across their finance, risk and regulatory departments that dramatically improved insight and analysis across their business. 

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Will Newcomer

Vice President, Business Development & Strategy Finance, Risk & Reporting
Wolters Kluwer

The infrastructure being built now has more complex demands than ever before. Not only does it have to be flexible and adaptable to support the firm in the future, it also has to be accessible to data consumers. What can be done to make this process cheaper and faster? How can this be a collaborative effort to reduce risk and increase efficiency?
Find out how to:
•Engage analysts and scientists in governance and infrastructure discussions at an early stage 
•Ensure that data is easily extracted and understood by analysts and scientists
•Drive a cleaner architecture that is ready for future technology 

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Einat Burshtine

Head of Data, Reporting and Analytics for Infrastructure
Crédit Suisse

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Edgar Zalite

Chief Data Architect, Americas
Deutsche Bank

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Mark Braley

Global Head of Data and Reporting
Columbia Threadneedle Investments

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Deborah Lorenzen

Head of Strategy and Data Governance, State Street Global Advisors
State Street

2:20 pm - 2:30 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

2:30 pm - 2:40 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
With quality data at your fingertips thanks to strong data governance, there is a great opportunity to take a stronger role in analytics, but what should this look like? Do you need a broad data refinery for customer 360 or more targeted data products? How can you support your business when there is an infinite number of possible permutations? How can you help to answer questions in a faster time frame?
Find out how to:
•Align analysis capabilities with business glossaries to build out a data mart experience to shop for data
•Treat data as a product set and create a service menu
•Improve experience and reduce risk through analytics

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Jacob Kosoff

SVP, Head of Model Risk Management & Validation
Regions Bank

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Ronke Ekwensi

VP, Data Management
Prudential Financial

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Jimmy Yang

Managing Director, Credit & Operational Risk Analytics
BMO Financial Group

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John McManus

Executive Director, Head of Sales and Marketing for Financial Information
SIX

2:20 pm - 3:15 pm CDOs and Data Leaders Private Boardroom (continued) (By Invitation Only, limited to 25 CDOs and Heads of Data Management maximum)

(By Invitation Only, limited to 25 CDOs and Heads of Data Management maximum)
Alex Golbin - Global Head of Data Services, BlackRock
The 4th 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.

Chairperson
Alex Golbin, Global Head of Data Services, BlackRock 

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Alex Golbin

Global Head of Data Services
BlackRock

3:15 pm - 3:55 pm Keep Calm & Eat Popcorn Afternoon Break In The Data Management Café

3:55 pm - 4:15 pm Following the FinTech Trailblazers, Learning from the Latest Disruptors in Data to Remain Relevant

Sarah Biller - Co-Founder, FinTech Sandbox
Financial services has a long history of innovation and disruption. FinTechs are leading the charge in disruption, creating new models that the industry will be following in the coming years. FinTechs have already dramatically changed the payments landscape, forcing the biggest institutions to develop new products and the pace of change is accelerating. With the rise of open banking in Europe, banks will start sharing more data with FinTech start-ups, but what are the implications? What exactly are FinTechs up to these days and why does it matter for data professionals? How can you capitalize on the brain power of FinTech? Sarah Biller, Co-Founder of the FinTech Sandbox and Adjunct Faculty for the FinTech Masters Program at Brandeis University helps FinTech entrepreneurs access the resources needed to innovate and develop new technologies and products. Her finger is steadily on the pulse of the latest trends and disruptions in industry. Sarah will provide a timely update on the latest data driven disruptions, including:
•Capabilities receiving active investment
•The latest models being used
•Open banking and digital identity

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Sarah Biller

Co-Founder
FinTech Sandbox

4:15 pm - 5:20 pm Choose Your Own Adventure: FIMA Partner Champagne Roundtables

Ernst Renner - Managing Partner, NEOS LLC Yann Bloch - VP Product Management, NeoXam Americas
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.Implementing Governance Principles in a Zoned Lake Environment
Ernst Renner, Managing Partner, NEOS LLC
2.Aggregating Entity Data into a Single Point of Truth to Provide Transparency Across Your Enterprise
Yann Bloch, VP Product Management, NeoXam Americas
3.Scalability Through Automation to Enable People to Do Higher Value Tasks
4.Utilizing Machine Learning and AI to Anticipate Fraud and Meet New Regulatory Demands
5.Leveraging Advanced Visualization to Explain the Flow of Data
6.Meeting the Demands for Granularity as Volumes Increase
7.Automating Lineage to Increase Efficiencies and Save Time
8.Harnessing Innovations in Data Aggregation Across the Enterprise
9.Leveraging a Semantic Model as a Foundation for Machine Learning and AI
10.Deploying RPA to Gain Operational Efficiencies
11.Data Integration From Application to Application
12.Quality Control, Handling Data Exceptions in the Heat of the Moment
13.Effective Policies and Procedures for Data Destruction and Disposal

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Ernst Renner

Managing Partner
NEOS LLC

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Yann Bloch

VP Product Management
NeoXam Americas

Data management professionals are in a bit of a talent war. Finance companies now need to attract technology people and position themselves differently, but is that the only option? Where is the next generation of talent coming from? What groups make up this next generation? What are they learning? Where are they? How are others accessing them? Find out about top academic programs and what students are learning that will guide the future of data management organizations and learn about what to do when they reach you to quickly build up their knowledge. Hear from the academic community and hiring managers about how to best attract, retain and develop talent to drive the business forward, including:
•Understanding the top institutions, curriculums and degrees available
•How to partner with academic institutions to bolster your talent pipeline
•Re-skilling, re-tooling and cascading proprietary data knowledge to set them up for success

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Katie Stebbins

Vice President for Economic Development, President's Office
University of Massachusetts

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James Madison

Director, Data Governance
Hartford Financial Services Group

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Chitra Javdekar

Dean of Science, Technology, Engineering and Mathematics Cabinet
Mass Bay Community College

5:45 pm - 7:00 pm Welcome Aboard Cocktail Reception

After a great day one, FIMA wants to officially Welcome You Aboard at our grand opening Nautical reception! We will be serving up Boston favorite bites, martinis and more. Hop aboard and be prepared to set sail for a great party!

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