FIMA US 2025
April 07 - 08, 2025
Westin Copley Place, Boston MA
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
8:15 am - 8:30 am
Chairperson’s Opening Address
David Poole -
Head of Financial Services Center of Excellence,
Publicis Sapient
8:30 am - 9:00 am
Fireside Chat | Pioneering Disruption, Building Out Blockchain
Alex Smith -
Director, Reference Data Innovation Projects,
UBS
Amit Sood -
Vice President & Head of Decision Sciences,
Fidelity Investments
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. Mary Ann Callahan, Managing Director, Global Technology Services at State Street, and Amit Sood, Vice President & Head of Decision Sciences at Fidelity Investments have both been deeply involved in exploring Blockchain technology across their firms for the last few years. Bridging technology and the business, Amit and Mary Ann 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
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
9:20 am - 9:55 am
Panel Discussion and Live Polling | Data Transformation, From Cost Center to Business Enabler
Alex Golbin -
Global Head of Data Services,
BlackRock
René Kim -
SVP, Global Data Office,
Charles Schwab
Bala Ayyar -
Managing Director, Chief Data Officer, Americas,
Société Générale
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
9:55 am - 10:15 am
Leveraging Predictive Analytics to Drive Business Value and Enhance the Customer Journey
Robi Krempus -
Head of Analytics,
John Hancock Investments
The demand for analytics is rapidly growing across financial services. Today risk management and marketing teams are looking for more insights to support decision making. At the heart of analytics is the opportunity to deliver value across the business and that’s what Robi Krempus, Head of Analytics for John Hancock Investments has been focused on. Robi and his 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
10:15 am - 10:55 am
Morning Boost & Networking Break In The Data Management Café
10:55 am - 11:30 am Panel Discussion and Live Polling | Leveraging Machine Learning and AI for Better Business Outcomes
Alex Golbin - Global Head of Data Services, BlackRock Peter Serenita - U.S. Chief Data Officer, Scotiabank Michael S. Goodman - Vice President, FSI Data & Analytics, and Technology Advisory Practice Lead, NTT DATA Doug Bordonaro - Field Chief Technology Officer, ThoughtSpot Baldev Ghuman - Head of Information Architecture and Strategy, Silicon Valley BankWhenever 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
Michael S. Goodman
Vice President, FSI Data & Analytics, and Technology Advisory Practice LeadNTT DATA
11:30 am - 11:50 am Keys to Building a Trusted Foundation for AI and ML initiatives
Paul Schaut - Chief Executive Officer, AginityConsumer demands for a more personalized experience drives an urgency for Artificial Intelligence (AI) and Machine Learning (ML) initiatives in order to stay competitive in today’s market. Yet few organizations have reached the level of analytic maturity needed to operationalize and automate prescriptive analytics for AI and ML, at scale. The fact is human resources cannot keep up, and this has to be solved for in a whole new way. In this session we will discuss the keys on how to achieve analytic consistency and reusability for scaling and building a strong foundation for AI and ML initiatives.
Paul Schaut, Chief Executive Officer, 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 PartnersAsset 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
11:50 am - 12:25 pm Panel Discussion and Live Polling | Big Data Best Practices and Governance of the Data Lake
Denise Letcher - Executive Vice President & Chief Data Officer, PNC Financial Services Group Sanjay Saxena - Senior Vice President, Enterprise Data Governance and Strategy, Northern Trust Corporation Shanthi Pudota - Head of Data Management, Strategy and Architecture, Discover Financial Services John Bottega - Executive Director, EDM Council Souvik Das - Principal – AI/Analytics, Financial Services, R SystemsData 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
Sanjay Saxena
Senior Vice President, Enterprise Data Governance and StrategyNorthern Trust Corporation
Shanthi Pudota
Head of Data Management, Strategy and ArchitectureDiscover Financial Services
12:25 pm - 12:45 pm The Path to Data Monetization Starts with Information Asset Management
Ken Lownie - Chief Operating Officer, EverteamEvery Chief Data Officer is on a mission to transform the data they collect and store into new sources of revenue. And that is a very worthy mission, because money talks. And in this case the story it tells is that effective management of all the information assets in the organization — both structured and unstructured — is necessary not just for regulatory compliance but to drive the top line.
The point is that monetization starts with management, and more specifically with identifying, cleaning, culling and classifying all the data assets across the organization. And that means ALL the data assets, both structured and unstructured.
In this session we will describe one company’s information governance journey. You will hear how they started their journey with small focused information governance initiatives, initiatives that are driven by compliance needs but which ultimately set them on the path to data monetization.
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. MorganThis 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
12:45 pm - 1:45 pm
Luncheon For All Attendees
Track A
Improving Data Quality Through Various Methods
1:45 pm - 1:55 pm Chairperson’s Afternoon Address
Peter Ku - Vice President, Chief Industry Strategist – Financial Services, Informatica
1:55 pm - 2:20 pm Lightning Round Panel | Driving a Standard Vocabulary to Drive Value and Meet Compliance
Peter Ku - Vice President, Chief Industry Strategist – Financial Services, Informatica Tom Serven - Vice President, Enterprise Data Governance, State Street Ashok Kumar - Vice President, Enterprise Data Services, Voya FinancialA 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
Track B
Aligning Data and Enterprise Architecture for Current and Future Innovation
1:45 pm - 1:55 pm Chairperson’s Afternoon Address
Kelvin Dickenson - President, Opus GlobalInterested 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 Kelvin Dickenson - President, Opus GlobalOver 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
Track C
Speeding Up Innovation Through Analytics and Beyond
1:45 pm - 1:55 pm Chairperson’s Afternoon Address
Ken Lamar - Board of Directors, AxiomSLInterested 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 Olga Maydanchik - AVP, MetaData Architecture, Voya Financial Ken Lamar - Board of Directors, AxiomSLThe 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
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, BlackRockThe 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
2:20 pm - 2:40 pm The Importance of Data Lineage for your Data Quality Process – Lessons Learned
Jan Ulrych - Vice President, Presales, MANTAData Quality issues cost businesses millions of dollars each year in both lost revenue and in direct or indirect costs associated with the DQ processes. Optimizing and improving efficiency of the DQ process makes organizations not only more competitive but allows them to comply with regulations, reduce risk of loosing customer reputation and reduce but especially do more with the existing DQ budget. In this session we are focusing on how data lineage is enabling both DQ teams as well the end users to reduce time for DQ issue analysis by streamlining root cause analysis as well as understanding other data uses and assessing the DQ issue impact.
Jan Ulrych, VP of Presales, MANTA - Data Lineage Automation
2:40 pm - 3:15 pm Panel Discussion and Live Polling | Making Data Lineage Sustainable
Peter Ku - Vice President, Chief Industry Strategist – Financial Services, Informatica Shanthi Pudota - Head of Data Management, Strategy and Architecture, Discover Financial Services George Marootian - EVP, Head of Technology, Natixis Investment Managers Bryce Wagner - Director, Advisory, KPMGLineage 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
Shanthi Pudota
Head of Data Management, Strategy and ArchitectureDiscover Financial Services
2:20 pm - 2:40 pm From Fire-Fighting to Business as Usual
Will Newcomer - Vice President, Business Development & Strategy Finance, Risk & Reporting, Wolters KluwerFor 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.
Will Newcomer
Vice President, Business Development & Strategy Finance, Risk & ReportingWolters Kluwer
2:40 pm - 3:15 pm Panel Discussion and Live Polling | Collaborative Approaches to Build Flexible and Adaptable Infrastructure
Einat Burshtine - Head of Data, Reporting and Analytics for Infrastructure, Crédit Suisse Edgar Zalite - Chief Data Architect, Americas, Deutsche Bank Mark Braley - Vice President, Information Management, Reporting, Delivery, Columbia Threadneedle Investments Deborah Lorenzen - Head of Strategy and Data Governance, State Street Global Advisors, State Street Kelvin Dickenson - President, Opus GlobalThe 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
Mark Braley
Vice President, Information Management, Reporting, DeliveryColumbia Threadneedle Investments
Deborah Lorenzen
Head of Strategy and Data Governance, State Street Global AdvisorsState Street
2:20 pm - 2:30 pm The Case for a Data Delivery & Operations Utility
Philip Brittan - CEO & Founder, Crux Informatics
2:45 pm - 3:15 pm Panel Discussion and Live Polling | Enabling Flexible Self-Service Analytics to Meet the Appetite for Data and Drive Business Value
Ronke Ekwensi - VP, Data Management, Prudential Financial John McManus - Executive Director, Head of Sales and Marketing for Financial Information, SIX Ken Lamar - Board of Directors, AxiomSLWith 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
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, BlackRockThe 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
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
4:15 pm - 5:20 pm
Choose Your Own Adventure: FIMA Partner Champagne Roundtables
Ernst Renner -
Managing Partner,
NEOS
Yann Bloch -
VP Product Management,
NeoXam Americas
Chuck Kane -
Vice President, General Manager, Single View & FCC Solutions,
Pitney Bowes Software
Randy Koch -
Chief Executive Officer,
ARM Insight
Philip Brittan -
CEO & Founder,
Crux Informatics
Gregory Van Droogenbroek -
Head of Reference Data,
Bloomberg L.P.
Betty Moon -
SAP Americas, Financial Services Industry Advisor,
SAP
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
3.360 View of the Customer
Chuck Kane, Vice President, General Manager, Single View & FCC Solutions, Pitney Bowes Software
4.Roadmap to Safely and Securely Monetize your Data
Randy Koch, Chief Executive Officer, ARM Insight
5.Executing an Efficient and Scalable Data Delivery Platform
Philip Brittan, CEO & Founder, Crux Informatics
6.Automating Lineage to Increase Efficiencies and Save Time
Gregory Van Droogenbroek, Head of Reference Data, Bloomberg L.P.
7.Utilizing Machine Learning and AI to Meet Regulatory Demands
Betty Moon, SAP Americas, Financial Services Industry Advisor, SAP
8.Harnessing Innovations in Data Aggregation Across the Enterprise
Chuck Kane
Vice President, General Manager, Single View & FCC SolutionsPitney Bowes Software
5:20 pm - 5:45 pm
Lightning Round Panel | From Academia to Re-Skilled Professionals, Tapping into Top Talent
Katie Stebbins -
Vice President for Economic Development, President's Office,
University of Massachusetts
James Madison -
Director, Data Governance,
Hartford Financial Services Group
Chitra Javdekar -
Dean of Science, Technology, Engineering and Mathematics Cabinet,
Mass Bay Community College
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
Katie Stebbins
Vice President for Economic Development, President's OfficeUniversity of Massachusetts
Chitra Javdekar
Dean of Science, Technology, Engineering and Mathematics CabinetMass 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!