DAY ONE, TUESDAY, JUNE 21, 2022 - Leveraging Data as a Strategic Asset

Ralph Pagan, Senior Conference Producer, Worldwide Business Research

Since the passing of the Sarbanes-Oxley act back in 2002, and Dodd-Frank in 2010, the role of Data Management executives has changed dramatically. From mere custodians and reporters of data, CDOs are now also responsible for monitoring the external environment on the Federal and State levels, transforming the organization’s data into a revenue-generating tool, and even playing the role of corporate ethicist. Join this distinguished panel of executives as they recount their journeys, and talk about the future evolution of the role.

Julia Bardmesser

SVP, Head of Data, Enterprise Architecture and Salesforce Development
Voya Financial

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Deborah Lorenzen

Managing Director, Head of Enterprise Data Governance
State Street Corporation

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Pawan Verma

CDO - Data Management Office
Industrial and Commercial Bank of China

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Prosasty Chaudhuri

Managing Director, Divisional Data Officer
Silicon Valley Bank

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Mark Etherington

Chief Technology Officer
Crux

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Financial Services firms have had approximately a dozen years to adapt to increasing governmental regulation of all aspects of their business, across multiple geographies, at the Federal level, and even at the state level. Learn about the latest status of some of the most important legislation, and how these developments will affect the state of future data governance. Some of the legislation we will address includes:

Data Privacy

·       GDPR

·       CCPA—regulation at the state level

Financial Reporting

·       US CCAR--The Comprehensive Capital Analysis and Review (CCAR)

·       FR 2052a Complex Institution Liquidity Monitoring Report

Sumanda Basu

Director, Data Governance & Data Management Technology, SGCIB
Société Générale

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Pawan Verma

CDO - Data Management Office
Industrial and Commercial Bank of China

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Dan Power

MD, Data Governance, Global Markets
State Street Corporations

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John Checco

Resident CISO
Proofpoint

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Creating a data-driven culture is about replacing gut feeling with decisions based on data. Data driven cultures are ones that use analytics on a daily basis to make business decisions and treat data as an asset for everyone to share. There are many studies that correlate data-driven cultures with greater corporate growth. In this presentation, we will find out how to make this culture happen. Key points include:

·       Methods to increase data awareness and literacy

·       What change management approaches motivate people, and what doesn’t work

·       Communicating the value of data initiatives that are aligned to business priorities

·       How to create a storyboard based on business outcomes

·       What KPIs are meaningful in tracking your team’s success journey, and how to align those KPIs with the business

Tony Mazzarella

Data Governance Director
Voya Financial

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Ayush Agarwal

Data Program Manager
Schwab Asset Management

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Greg Haislip

AVP, Financial Services
Tableau

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Prosasty Chaudhuri

Managing Director, Divisional Data Officer
Silicon Valley Bank

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Environmental, social, and governance (ESG) criteria are an increasingly popular way for investors to evaluate companies in which they might want to invest. The ESG data and analytics necessary to support a claim, and the analysis of these claims, will effect data quality, analytics, lineage, and metadata, among other aspects of data governance. In this panel, we will examine the current state of affairs in ESG, including:

•    What are ESG data governance and analytics best practices?

•    What data security issues should be taken into account?

•    How does data flow along the financial value chain change when ESG programs are instituted?

Brian Buzzelli

Senior Vice President, Head of Data Governance
Acadian Asset Management

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John Bottega

President
EDM Council

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Shannon Prince

Head of Platform and Insights
Janus Henderson Investors

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Elisabeth Seep

Head of ESG Product Management
RIMES

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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! 

 Data Quality at its core is simple, but with the right people and ideas the use cases are endless. People make Data Quality happen. Value added Data Quality practices are reliant on knowledge of the business use of the data and not simply profiling, analyzing and adding simple technical rules on the data. Knowledge of the business commingled with strong data practices reveals key insights to the data. For most organizations, the end goal is to have good, clean data that is fit for use. Learn how Fifth Third Bank utilizes a product champion and a coach to make grassroots effort to bring technology to the people with Ataccama’s flagship platform Ataccama ONE.

Pat Cappel

VP, Data Quality Lead
Fifth Third Bank

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Michelle Tobin Sklar

AVP, Principal Data Engineer
Fifth Third Bank

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Data management executives now need to meet the demands of an increasing number of internal data consumers, who are increasingly sophisticated in their uses for data. This distinguished panel will share their thoughts as to how to cater to a wide range of data consumers with varying degrees of skills and data needs, with the help of cutting-edge technologies:

•   Data Visualization: What are the optimal tools and techniques to supplement analytics

•   Low code/no code app development

•   Enterprise-wide data fabric

Alex Baldenko

Head of Data Science
MassMutual

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Ravi Shankar

SVP and Chief Marketing Officer
Denodo

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Mary Langevin

Former Executive Director, US Head of Market Data Commercials, Market Data Services
Nomura

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What are the top challenges faced when investing in modern cloud solutions? What are companies doing to address these challenges? How is AI/ML helping modernize data management and governance for cloud modern investments? How do you measure the business value from these investments?

Peter Ku

VP & Chief Industry Strategist – Financial Services
Informatica

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The U.S. is poised to move forward with regulations that will impact finance & banking, trade finance, AML & customer due diligence, etc. Most notably, the Corporate Transparency Act/beneficial ownership, CBP's Global Business Identifier, and the proposed Financial Transparency Act. At the same time the Legal Entity Identifier continues to grow in acceptance in both public and private sectors. How are financial institutions, data vendors, KYC and compliance platforms utilizing the Legal Entity Identifier to support transformations?

• What is the current state of LEI in U.S. regulations?

• Is KYC and on-boarding becoming more streamlined? 

• How the Validation Agent model increases LEI coverage?

• How does the broader ecosystem of data vendors, KYC and compliance providers support U.S. regulations?

Peter Warms

Business Development Manager
GLEIF Americas

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Kyle Hughes

Director - Global Head of Entity Data
Citi

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Joseph S. Tracy

Executive Vice President and Senior Advisor to the President
Federal Reserve Bank of Dallas

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Recent geopolitical events, rising inflation, and volatile markets have presented new challenges for many organizations around the globe. Financial services companies now need to drive growth with high efficiency and robust risk management more than ever before. Accelerating value from data is at the center of these key goals and digital transformation that many leaders heavily rely on to survive and thrive. How are data leaders tapping into the power of next-generation data management to address this new demand? Where are they generating the most value in a rapidly changing environment? What steps are they taking to transform their business into a modern, data-first organization?

Michael Burke

Senior Director, AI & Machine Learning
Reltio

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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!

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 and attendees can choose 2 tables to join! 

1. Liberate the sensitive data: Must privacy limit profits? , Garrett Long, Vice President of Marketing, LeapYear
2. Democratizing Data Quality in Pursuit of Digital Transformation and Enterprise Sustainability Goals | Marc Alvarez, Managing Director & Chief Data Officer, Protego Trust
3. TBD | Nong Li | Co-Founder and CEO | Okera
4. Why the Traditional Data Management Doesn’t Work | Brent Knapp, Data Management Lead, North America, SimCorp

Interested in showcasing your thought leadership as a roundtable discussion host? Contact Adrienne Bills 646-200-7923 or adrienne.bills@wbresearch.com

Marc Alvarez

MD and Head of Data
Protego Trust Bank

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Garrett Long

Vice President of Marketing
LeapYear

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Brent Knapp

Data Management Lead, North America
SimCorp

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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!