FIMA US 2025
April 07 - 08, 2025
Westin Copley Place, Boston MA
Agenda Day 1
7:00 am - 8:00 am
Breakfast and Registration in the Data Management Cafe
8:00 am - 8:15 am
Welcome Remarks
8:15 am - 8:30 am
Chairperson's Opening Address
Julia Bardmesser -
Financial Data Management Expert,
Financial Data Management Expert
8:30 am - 9:00 am
Opening Keynote Panel | Creating Business Value as a CDO
Andrew Reiskind -
Chief Data Officer,
Mastercard
Aravind Jagannathan -
Vice President, Chief Data Officer,
Freddie Mac
Justin Heller -
SVP, Chief Data Officer,
Synchrony Financial
Creating business value from an enterprise’s data is becoming a key function of the CDO and those who fail to do so, may find themselves falling behind expectations. We kick off FIMA with our trusted panel of Chief Data Officers who throughout their career have proven successful in showcasing business value through their data and are currently traversing the revolutionary landscape of data and analytics to successfully drive business value for their organizations. Join us as we:
- Discuss methods to drive data driven decision making throughout organizations.
- Leverage tools like AI and self-service to enable end users reach time to insights faster and better.
- Ways to communicate progress and needs to key stakeholders through KPIs.
9:00 am - 9:20 am
Opening Keynote Presentation | Enabling Innovation Without Hindering Privacy - Tools and Tips for Staying Compliant While Enhancing Data Capabilities
Dimple Thakkar -
Head of Data for Machine Learning & Intelligence Operations,
JP Morgan Chase & Co.
Privacy is at the forefront of every data professional’s mind lately. And with good reason. Besides the regulatory requirements that seem to be increasing and tightening around the storage and application of different types of data, revolutionary tools and increasing competition are pushing enterprises to find the best ways to put their data to use. Join us as we explore how:
• Data managers can develop processes to enable innovation with data that is compliant and fit for purpose.
• The benefits of putting privacy at the forefront of your innovation strategy.
• Developing future strategies that have a higher chance of successfully following privacy and security requirements.
Dimple Thakkar
Head of Data for Machine Learning & Intelligence OperationsJP Morgan Chase & Co.
9:20 am - 9:40 am
Opening Partner Presentation | Guardians of the Truth: Building a Trusted AI Foundation Amidst a Crisis of Misinformation
Scott Buckles -
Business Unit Executive and WW Data Fabric Thought Leader,
IBM
Guardians of the Truth illuminates the urgent need for businesses to navigate their digital transformation with AI and data fabric, emphasizing the pivotal role of trusted data as the indispensable resource for this journey. Through compelling examples, this session offers a roadmap for embracing change and leading with innovation in the age of data and AI. Join us to discover how a unified data fabric strategy can empower your business to become a beacon of trust and reliability in tomorrow's digital landscape - and become a “Guardian of the Truth”, delivering, trusted, integrated and enriched data – at the right time, in the right method, and to the right data consumer.
Speaker TBD, IBM
9:45 am - 10:30 am
AM Break
10:30 am - 11:00 am
Keynote Panel Discussion | The Roadmap to Understanding Data Market Places
Olivier Rose -
Head of Projects & International Data Management,
SOCIETE GENERALE Securities Services
Jean-Christophe Lionti -
Managing Director, Chief Data Officer,
Mizuho
Theo Bell -
Head of AI Products,
RIMES
Michael Zimmerman -
Divisional Chief Data Officer for Wealth Management,
BNY Mellon
According to Exploding Topics, the latest estimates for the amount of data produced daily sits somewhere around 329 quintillion bytes. The value of external data is undeniable and financial firms are constantly on the lookout for new trusted sources for their external datasets. Whether you’re in the business of selling your data or buying it, finding the right partner that is trusted and has the right type of data is paramount to ensuring your data marketplace initiatives are worthwhile. Join us for a case study that dives into:
• Finding the right types of data marketplaces for your current task.
• Making sense of ESG and Alternative datasets.
• Developing strategies and networks of data brokers that you can trust.
Olivier Rose
Head of Projects & International Data ManagementSOCIETE GENERALE Securities Services
11:00 am - 11:20 am
Partner Keynote Presentation | Turbocharging Your Data Lineage to Build Deeper Trust With Your Data
Navindra Yadav -
CEO,
Theom
Balachandar Mani -
SVP, Head of Data and Analytics – PADS, Asset Servicing,
Northern Trust
In finance, trust is at the forefront of everything we do. Whether you are managing an investment portfolio, creating a new line of business, or approving someone for a mortgage, being able to accurately assess a customer’s need allows for better conversations, better insights, and better results. With the amount of data available out there, making the right choices should be easy, but as data managers know, going from a question to a correct answer is no simple task. Join us for a case study on:
• Addressing granularity and Standardization concerns.
• Ways that you can stitch different data sets together to reach quality conclusions quicker.
• Incorporating daily standards for keeping data lineage up to date.
11:20 am - 12:20 pm
Thought Leadership Roundtables
John Bottega -
President,
EDM Council
Olivier Rose -
Head of Projects & International Data Management,
SOCIETE GENERALE Securities Services
Sameer Vanodia -
Head of Data Governance and Capabilities,
Black Rock
Cara O'Brien -
Managing Director, Enterprise Data Governance,
State Street
Chris Patrick -
Principal Business Intelligence & Data Science Consultant,
Continuus Technologies
Theresa Ancick -
Data Governance Strategist,
OvalEdge
Travis Rogers -
Vice President, Technology And Innovation,
Bardess Group
These interactive roundtables are led by your peers. Meet other financial data managers and engage in meaningful thought leadership focus conversation on any of the topics below. After 30 minutes, stand up and pick another topic to chat about.
1. Leveraging the DCAM and CDMC Frameworks for Data Management & Cloud Success – John Bottega, President, EDM Council – John Bottega, President, EDM Council
2. Protecting Your Talent: Building Humanity Into Your Data Team Building - Olivier Rose, Head of Projects & International Data Management, Societe Generale Securities Services
3. Identifying the Potential Hurdles in Your Data Governance and Quality Roadmap - Sameer Vanodia, Head of Data Governance and Capabilities, Black Rock
4. Measuring Success When Building a Data Driven Organization, Cara O’Brien, Managing Director, Enterprise Data Services, State Street
5. Neutralizing Toxic Myths Prevalent in Analytics Initiatives – Travis Rogers, Vice President, Technology & Innovation, Bardess
6. Communicating Technical Terms Across the Enterprise – Chris Patrick, Principal Business Intelligence & Data Science Consultant, Continuus Technologies
7. Tips and Tricks for Driving Engagement in Your Organization for Data Governance - Theresa Ancick, Data Governance Strategist, OvalEdge
Olivier Rose
Head of Projects & International Data ManagementSOCIETE GENERALE Securities Services
Chris Patrick
Principal Business Intelligence & Data Science ConsultantContinuus Technologies
Group 6
Track A | AI/ML in Data Management
1:30 pm - 1:45 pm Track Chairperson Opening Remarks Chris Zobler - Vice President, Software, Financial Services, IBM
Track A | AI/ML in Data Management
1:45 pm - 2:05 pm Case Study | Promises, Opportunities and Threats of Generative AI in Data Management Suresh Ande - Head of Global Markets Risk & Surveillance Analytics, Bank of America Merrill Lynch
Suresh Ande
Head of Global Markets Risk & Surveillance AnalyticsBank of America Merrill Lynch
Track A | AI/ML in Data Management
2:05 pm - 2:25 pm Partner Presentation | Solving Data Entity Mapping Challenges with AI Lance Risi - Product Director, Cross Reference Services, S&P Global Market IntelligenceDiscover the key considerations and strategies for achieving seamless data integration from multiple data sources. In this session, we will explore advanced techniques for data mapping and how it can enhance your products and databases to address market needs like regulatory requirements and data analysis. Gain valuable insights into the importance of utilizing a comprehensive mapping tool that covers entity-level information, corporate structures, and trading activities across various instrument types. Join this session to uncover effective ways to optimize your data mapping processes and enable your organization to meet market demands.
Track A | AI/ML in Data Management
2:25 pm - 2:55 pm Panel Discussion | Incorporating AI into Your Data Strategy Zak Hutchins - Executive Director, Machine Learning for Intelligent Operations, JP Morgan Chase & Co. Shoby Kelliher - Global Head of Enterprise Data, Janus Henderson JP Chauvet - Strategic Consultant, Ab InitioAI is no longer just a fancy buzzword. Although technically nuanced, the technology is proving invaluable in many ways. From automating workflows, to building accurate predictive and prescriptive models, and accurately addressing risk, to improving data governance initiatives, AI is revolutionizing how enterprises across the financial landscape handle their data management initiatives. Hear from your peer they list best steps for successfully adopting this technology into your data strategy.
Zak Hutchins
Executive Director, Machine Learning for Intelligent OperationsJP Morgan Chase & Co.
Track B | Improving Data Quality & Analytics
1:30 pm - 1:45 pm Track Chairperson Opening Remarks Ed Sheehy - Strategic Consultant, Ab Initio
Track B | Improving Data Quality & Analytics
1:45 pm - 2:05 pm Case Study | Transforming Business through Data and Decision Intelligence Clara Chan Farnsworth - Vice President, Enterprise Data Governance and Quality, Wellington Management CompanyA data driven organization fuels business growth and transformation. The journey starts with enabling data operators to capture data in a flexible and scalable manner so that decision makers can analyze, predict, extract, and act on business insights. In this session, attendees will learn about various ways in which Wellington’s Enterprise Data Services team is advancing the transparency and value of data analytics to inform business and operating decisions.
Clara Chan Farnsworth
Vice President, Enterprise Data Governance and QualityWellington Management Company
Track B | Improving Data Quality & Analytics
2:05 pm - 2:25 pm Partner Presentation | Using Graph Databases to Discover Hidden Patterns in Your Data Robert Chang - Data Science and Analytics Leader, FI ConsultingGraph databases are transforming the ways in which financial institutions manage and analyze data. Unlike relational databases, which require special properties to integrate data, graphs treat data relationships as “first-class citizens,” creating a data model that can efficiently unify data and unveil hidden connections, patterns, and trends.
In this session, we will explain how leaders in the financial industry are using graph databases to integrate siloed data, enhance data visualization, and uncover new analytic insights. Session attendees will:
- Learn how graph databases connect the dots between disparate data sources
- Grasp the unique advantages of powering analytics with graph databases
- Understand specific use cases that enhance operational efficiency and customer experience
Track B | Improving Data Quality & Analytics
2:25 pm - 2:55 pm Panel Discussion | Improving ESG and Alternative Data Quality Connie Zhang - Co-Founder & CEO, RentVest Jennifer Courant - Chief Data Officer, DWS Asset Management, Deutsche Bank Roger Fahy - VP, CUSIP Product & Global Data Operations, CGS, CUSIPAccording to Fintech Global, the paramount factor for investment firms in choosing an ESG data supplier is the quality of the data. With over 70% of companies following an inconsistent or decentralized ESG data sourcing strategy, knowing what to look for and who to trust is ever more important. Join us as we take a look at where the state of ESG data markets currently is and how data leaders can ensure they find the alternative data partners that can deliver on their promise.
Track C | Data Integrations and Migrations
1:30 pm - 1:45 pm Track Chairperson Opening Remarks Dan Power - Vice President, Data Governance, Raymond James
Track C | Data Integrations and Migrations
1:45 pm - 2:05 pm Case Study | How to Overcome Setbacks and Delays in Your Cloud Migration: Franklin Templeton's Lessons Learned on their Cloud Journey Hariharan Srinivasan - Director, Data Engineering & Analytics, Franklin Templeton
Track C | Data Integrations and Migrations
2:05 pm - 2:25 pm Partner Presentation | Accelerating Customer-centric Transformation in the Age of AI: It's All About the Data Karthik Narayan - Product Management Director, Solutions, ReltioIn the dynamic financial services landscape, evolving beyond product-centric experiences is paramount. And with AI on the rise, expectations for customer-centric experiences are growing faster than ever. But too many organizations are still held back by legacy technology, data silos, and regulatory complexity.
Join this session for powerful lessons from firms that have invested in data unification and management and are reaping the rewards in efficiency, customer satisfaction, and more. We will discuss:
• The importance of unified, 360 degree views of customer data delivered in real-time across the organization.
• How to deliver personalized marketing while maintaining compliance with customers’ consent preferences.
• Harnessing AI to increase data team productivity and improve data accuracy.
• Accelerating time-to-value with industry-specific solutions and prebuilt components.
Track C | Data Integrations and Migrations
2:25 pm - 2:55 pm Panel Discussion | Making the Most of Your Hybrid Cloud Environment: Managing Costs and Data Requirements Hariharan Srinivasan - Director, Data Engineering & Analytics, Franklin Templeton Avi Berliner - SVP, Data Transformation Program Senior Lead, Citi Melinda Hamel-Graziano - Product Area Leader, Enterprise Analytics Platform, Fidelity Investments Matthew Boyle - Head of Ops Tech, Alpha FMCSticker shock around moving to the cloud has been front and center for a lot of data leaders lately. Sprinkle in the complexity of transforming your data to be “cloud ready” and you’ve got reason to doubt moving to the cloud at all. However, the future points to the cloud and so, enterprises must find a way to partake in a cloud ecosystem in a cost-effective way. The hybrid cloud environment is one where most if not all firms are currently operating in and shows to be the steady way forward. Join us as we:
• Learn how to identify which functions should be on the cloud vs on prem.
• Identify key internal stake holders to help come to the right decision on how and what to migrate.
• Listen to how to the most of your cloud strategy by opening consistent dialogue with your public cloud provider.
Melinda Hamel-Graziano
Product Area Leader, Enterprise Analytics PlatformFidelity Investments
Track D | Essentials for Data Democratization
1:30 pm - 1:45 pm Track Chairperson Opening Remarks Sandy Estrada - Data Strategy Advisor, Women Leaders in Data & ai - WLDA
Track D | Essentials for Data Democratization
1:45 pm - 2:05 pm Case Study | How Data Products Will Help You Showcase Business Value: Skills, Technologies and Strategies You Should Know to be Successful Julia Bardmesser - Financial Data Management Expert, Financial Data Management Expert Elena Alikhachkina - Board Member, Financial Data Expert
Track D | Essentials for Data Democratization
2:05 pm - 2:25 pm Partner Presentation | Privacy and Data Democratization: Realizing the Impossible?The threat landscape is constantly evolving and so too it seems is the privacy regulations that financial institutions must abide by. Join us as we dive into new security and privacy regulations that teams must be aware of in 2024 and discuss what they mean for data democratization initiatives.
Track D | Essentials for Data Democratization
2:25 pm - 2:55 pm Panel Discussion | Enabling Learning for Proper Data Democratization Sze-Kei Jordan - Director of Enterprise Data Governance, T.Rowe Price Patty Aenchbacher - Director, Enterprise Data Governance, American Century Investments Junaid Farooq - SVP – Enterprise Data Management, First Citizens Bank Qahir Rajwani - Director, Data Science and Analytics Solutions, Healthcare of Ontario Pension PlanAt the core of data democratization lies the ability for individuals and teams to be able to not only access data easier but be able to draw the necessary insights quicker. As we know, this is an endeavor that can require huge technological change but, more so, requires individuals to be confident in the tools they use and the interpretations they will produce. Join us for a panel discussion that highlights how leaders can upskill their teams across different areas to ensure data democratization tool usage is successful across your enterprise.
Qahir Rajwani
Director, Data Science and Analytics SolutionsHealthcare of Ontario Pension Plan
Private Workshop
2:05 pm - 2:55 pm Private Workshop | Brought to you by RIMES
2:55 pm - 3:25 pm
PM Break in the Data Management Cafe
FIMA Boardrooms – These workshop style meetings are designed to foster teamwork and help you think differently about these topics. Come prepared to engage in a small team setting and put forth different approaches to solving common hurdles.
Discussion will cover how to use AI to protect Data, Data pipelines and AI pipelines (RAG and LLMs). Discussion will cover:
- How to operationalize and use an automated data access governance with zero performance impact to applications and workflows and no data leaving the customer's control.
- How to automatically detect AI injection attacks or other attacks, such as human masquerading as service account (insider risk) or prompt injection-based attacks into data or ...
- How to build a framework to provide data security and data observability using an auditable solution and provide an automatic defensive umbrella that follows the data.
FIMA Boardrooms – These workshop style meetings are designed to foster teamwork and help you think differently about these topics. Come prepared to engage in a small team setting and put forth different approaches to solving common hurdles.
Embedded bias, privacy concerns, and the increased prospect of economically destabilizing outcomes are just some of the major hurdles facing data scientists and data leaders across the financial industry. The pace that GPT4 has on other AI building models raises questions about availability of trusted sources and labor shortages forces enterprises to over rely on their current staff to build models in house, thus increasing the margin for error. One thing is for sure, there are few knowns in these early stages of the AI revolution. Join us as we dig into what we do know about building AI models and explore some of the ways that teams tasked with this mission are traversing the increasingly risky world of generative model building in finance.
Suresh Ande
Head of Global Markets Risk & Surveillance AnalyticsBank of America Merrill Lynch
FIMA Boardrooms – These workshop style meetings are designed to foster teamwork and help you think differently about these topics. Come prepared to engage in a small team setting and put forth different approaches to solving common hurdles.
There are a ton of questions surrounding blockchains capabilities in data management. While technically nuanced, the technology is still being explored for its immutability, transparency, security and improved data ownership and control. Join us for a session that will look at a collection of web3 concepts and then dive into a hands on practical exercise that will allow participants to design solutions to common crypto hurdles and share their lessons learned with a group of their peers.
FIMA Boardrooms – These workshop style meetings are designed to foster teamwork and help you think differently about these topics. Come prepared to engage in a small team setting and put forth different approaches to solving common hurdles.
Often leaders know that they need and want data governance, but they are not sure how to support, engage, and ensure a long-term, sustainable program. In this session, Theresa will provide leaders with the ability to ask the right questions, create the right roles, and make a sustainable roadmap that clears away confusion and provides focus for a successful journey.
FIMA Boardrooms – These workshop style meetings are designed to foster teamwork and help you think differently about these topics. Come prepared to engage in a small team setting and put forth different approaches to solving common hurdles.
Data management is a complex endeavor. As timelines change, roles evolve, people leave and new technology is introduced, one thing is for certain in this field, change is inevitable and you need to be ready to effectively usher it in. Join us for a boardroom discussion that breaks down the RACI Matrix and highlights different ways that leaders can wield it to be more effective in managing their data projects and transformations.
FIMA Boardrooms – These workshop style meetings are designed to foster teamwork and help you think differently about these topics. Come prepared to engage in a small team setting and put forth different approaches to solving common hurdles.
FIMA Boardrooms – These workshop style meetings are designed to foster teamwork and help you think differently about these topics. Come prepared to engage in a small team setting and put forth different approaches to solving common hurdles.
The practice of data governance is one that requires a solid understanding of internal business practices and a familiarity with regulatory, technological, and cultural norms and standards within an organization. In order to be successful in their mission to establish controls and protocols around data, data governance leaders need to be attuned to the different facets of their organization. Join us as we learn:
- Lay out the foundational responsibilities of data governance.
- Methods for understanding the needs of the business.
- Best practices for engaging key stake holders to ensure strategies put forth have the highest chance of success.
AI governance is not one thing, but a combination of things. A good AI governance program needs the ‘3 legs of the stool’ - data management, model management and outcome management. Come sit and discuss how organizations are viewing the use and governance of their AI agendas.