Day 1: Using Technologies to Enhance Data Capabilities

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

Edgar Zalite

Chief Data Architect, Americas
Deutsche Bank

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Pawan Verma

CDO-Data Management Officer
Industrial and Commercial Bank of China Ltd.

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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 achieve data quality. You also need to make sure it is up-to-date, current, and useable to a broader community and it needs 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

Andrew Schon

Senior Principal
Ab Initio

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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

Bala Ayyar

Managing Director, Chief Data Officer, Americas
Société Générale

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Pawan Verma

CDO-Data Management Officer
Industrial and Commercial Bank of China Ltd.

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Ben Peterson

Data Lead, EMEA
Treliant

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Imagine a world where data tells compelling stories. A world where presentations are not just filled with numbers and charts, but with visually appealing and persuasive elements that captivate audiences and drive decisions. Enter think-cell, the powerful data visualization software that helps you transform raw data into impactful narratives.

Brett Sanchez

Head of Enterprise Sales
Think-Cell

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Chairperson TBD. To learn how you can chair this track contact Juan Diaz at juan.diaz@wbresearch.com

Data management is at an exciting moment in its evolution. Regulatory compliance concerns have been central to data management strategy, but with the increased use of machine learning and AI, the issue of privacy and ethics is taking center stage. To add to this, when we think about the use of alternative data with AI, the questions surrounding ethics and governance seem to have no clear answer. Join us as we discuss:

·       Best practices for choosing and aggregating the right type of alternative data

·       Building a culture supported by ethical considerations when managing and using different types of alternative data

Dan Power

MD, Data Governance, Global Markets
State Street Global Markets

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As the demand on alternative data becomes greater, teams are finding themselves overextended in the vast alternative data landscape. This makes scaling and governance a nightmare to plan and execute. Join us as we focus on some best practices to help your teams:

·       Effectively use self-service tools

·       Develop scale up plans

·       Acquire and retain the competitive edge when using alternative data

Data governance can take on a range of forms and it continues to be a pain point as so few people want to take ownership of data. How do you keep the program going as a way of life? How can you gain efficiencies around governance across the organization? How do you integrate processes into the organization? How do you prioritize efforts on regional and global levels?

Join peers in this interactive panel to find out how to:

·       Integrate governance with the project lifecycle and connect basic activities to strategic advantage

·       Get corporate governance to drive priority and budgets

·       Drive governance at the global level and modernize it

Natalie Sendele

Financial Data Management Expert
Financial Data Management Expert

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Cara O'Brien

Managing Director, Enterprise Data Governance
State Street

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Jean-Christophe Lionti

former Managing Director, Chief Data Officer, CIB North America
BNP Paribas

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Prosasty Chaudhuri

former Managing Director, Divisional Data Officer
Silicon Valley Bank

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See the latest technology and solutions to help you better serve your customers

In 2023, cloud computing is no longer a technology driven, cost saving initiative. The migration of workloads to hyperscalers is critical for success in the new normal of rapidly emerging, growing, and adapting data which is available but difficult to onboard for many organizations and their analytical use cases. Join Matthew Boyle from BNY Mellon as we walk through how a G-SIB enabled not only internal customers, but helped our clients on their own analytics journey adopting the capabilities of the cloud ecosystem to reduce ETL, eliminate the resulting reconciliation, and transform the speed of onboarding new data products to a few simple clicks. All this while ensuring everyone on the journey were operating in a framework that not only the CIO would appreciate, but the CRO would approve, and the COO could fund.

Matthew Boyle

Sr. Product Manager, Data and Analytics Solutions
BNY Mellon

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As the industry undergoes massive business and digital transformation, data is underpinning this shift and it’s exciting to bring the entire firm into your processes! CDOs need to think 10 steps ahead of their organizations and know where the next big bets will be and build capabilities to drive corporate strategy to grow the business, but how can you translate this in a way that you’ll be heard? In a role where you have to beat the drum every day, how can you continue to show value? How do you get people excited about data quality? What narratives are proving most effective to get engagement and gain buy-in?

Data leaders will explain:

·       How to create a storyboard based on business outcomes

·       What KPIs are meaningful and how to align KPIs with the business

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

Data is an asset. Of that there is no question. However, as technology improves data capabilities, data professionals are learning that data in of itself is a product too. Therefore, how we present, utilize, and share that data becomes just as important as simply having ownership over it. Join this panel as they discuss:

·       How to remove silos to improve data offerings.

·       Improving data literacy within and between teams.

·       Understanding tools and processes to aid in data experience journeys. 

Om Patri

Principal Engineer & Data Manager
Polar Asset Management Partners

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Sumanda Basu

Director, Data Governance & Data Management Technology
Société Générale

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Charles Ashwanden

Director, Data Supplier Partnerships and Alliances
Crux Informatics

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AI is no longer just a fancy buzzword. Although technically nuanced, the technology is proving invaluable in many ways. From automating workflows, to building accurate risk models, to improving data governance initiatives, AI is revolutionizing how enterprises across the financial landscape handle their data management initiatives. Hear from your peers we list best steps for successfully adopting this technology into your data strategy.

Dimple Thakkar

Head of Data for Machine Learning & Intelligence Operations
JP Morgan Chase & Co.

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Asha Saxena

Founder & CEO
Women Leaders in Data & AI (WLDA

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Richard Lee

Director of Data Science & AI
John Hancock

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Tarun Sood

Chief Data Officer
American Century Investments

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James Pansarasa

Chief Architect & Partner
MILL5

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Choose Your Own Adventure: FIMA Partner Champagne Roundtables

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!

1.           Build vs Buy: Minimizing Risk Model Disruption in Analytics Modernization & Overcoming the Why Not: Unspoken Barriers Legacy Data Analytics Migration to the Cloud - Austin Barber, Consulting Director and Practice Lead, Credit Risk and Compliance & Robin Way, CEO and Founder – Corios 

2.           Uncovering the Root Causes of Data Quality Issues and Moving Beyond Measurement to Action, Kieran Seaward, Head of Sales & Business Development, Datactics

3.           Executing an Efficient and Scalable Data Delivery Platform, Asha Macwana, Co-Chief Data Officer, Continuus Technologies

4.           The Data Playbook: How to Leverage Your Investment Data to Drive Operational Efficiency and Generate Alpha, Chris Farrell, Head of US and Global Strategy, FINBOURNE

5.           Executing an Efficient and Scalable Data Delivery Platform

6.           Automating Lineage to Increase Efficiencies and Save Time

7.           Utilizing Machine Learning and AI to Meet Regulatory Demands

Robin Way

CEO & Founder
Corios

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Austin Barber

Consulting Director and Practice Lead, Credit Risk and Compliance
Corios

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Kieran Seaward

Head of Sales
Datactics

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Christopher Farrell

Head of US and Global Head of Strategy
Finbourne

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Asha Macwana

Co-CDO
Continuus Technologies

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

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

(CDO Boardroom Continued)