FIMA US 2025
April 07 - 08, 2025
Westin Copley Place, Boston MA
Day 2: The Future of Data & People
7:00 am - 8:00 am Continental Breakfast & Registration In The Data Management Café
Brought to You by Think-Cell
8:00 am - 8:05 am
Welcome Remarks
8:05 am - 8:20 am
Chairperson’s Remarks
Kumar Metlapalli -
Ceo,
Kuberre Systems
8:15 am - 8:45 am
Panel | The Legal Handbook: Important Financial Regulations to Look Out for in 2023
Bala Ayyar -
Managing Director, Chief Data Officer, Americas,
Société Générale
Ed Greene -
Director, Legal & Compliance,
Scratch Financial
Mayank Goel -
VP, Financial Crimes & Compliance Data Office,
MUFG
Carl Kemmerer -
Sr. Product Manager,
NICE Actimize
Even long before the world went remote in 2020, the financial industry has been in the crosshairs of cybercriminals. This has forced governments all over the world to tighten regulations around consumer data. However, reactions of governments have not been uniformed and thus, have created a myriad of regulations that financial organizations MUST successfully traverse. This panel will look at how the regulation landscape has changed and offers different solutions to ensuring compliance with the different types of laws that have and will be implemented.
8:45 am - 9:05 am
Keynote Partner Presentation | Data Management and Data Governance in Today's AI/ML & Cloud Modern World
Peter Ku -
VP & Chief Strategist, Banking, Capital Markets and Financial Services,
Informatica
The convergence of AI/Machine Learning and cloud computing is empowering financial services organizations to scale, automate, and improve decision making and business processes like never before. At the same time, the growth, speed, variety, and need for fit-for-business-use data has never been more important for all companies regardless of size or sector. Unfortunately, the reliance on past investments to manage and govern data are putting many at risk of not meeting their business goals or realizing value from ongoing investments. Join Peter Ku, VP & Chief Industry Strategist for Banking, Capital Markets, and Financial Services at Informatica to learn what is required, what investments are at risk, and what innovative organizations are doing to address their data management and governance needs today and for the future.
9:05 am - 9:35 am
Fireside Chat | With Great Cloud Capabilities Comes Great Responsibility - Best Practices for Adopting the CDMC Framework
John Bottega -
President,
EDM Council
Cloud implementations hold the promise of enabling new business capabilities and resolving infrastructure challenges. However, firms have seen “lift & shift” approaches fail while a “use case” based plan may take too long. Meanwhile, data privacy requirements can also delay migrations and data governance gaps can prevent visibility into what data is now available.
These are all reasons why multiple companies across different industries joined forces to develop the Cloud Data Management Capabilities (CDMC) framework. Sponsored by the EDM Council, a working group created the CDMC framework, including 14 key controls, to safely enable data usage on the cloud. Public cloud providers also contributed to the framework’s development and are committed to its adoption.
The session will cover:
o How a consortium came together to develop the CDMC
o How using CDMC increases the business value of a cloud implementations
o The essential role of a data catalogs
o Real life implementation stories
9:35 am - 9:55 am
Scaling Data Quality in Financial Services with Unsupervised Machine Learning
Jeremy Stanley -
Co-Founder & CTO,
Anomalo
Data trust is a must in financial services. Yet traditional rules and metrics for data quality monitoring are tedious to set up and maintain. To tackle this challenge, Jeremy will introduce a set of fully unsupervised machine learning algorithms designed to monitor data quality at scale. These algorithms require no setup, can identify unexpected issues, and minimize false positives, thereby preventing alert fatigue. Join us to learn how unsupervised data quality monitoring can boost your confidence in financial services data and improve critical decision-making and operations.
9:55 am - 10:15 am
Keynote Presentation | Leveraging AI to Transform the Client and Advisor Experience
Atul Dalmia -
Managing Director, Chief Analytics Officer,
Morgan Stanley Wealth Management
Morgan Stanley Wealth Management’s mission is to be an “Intelligent Data-Driven Organization” and not just build “Artificial Intelligence”. Data and analytics are at the core of that objective. Atul Dalmia, Chief Analytics Officer for Morgan Stanley Wealth Management, will walk through 3 use cases highlighting the evolution of the use of AI at the firm and how we’re elevating the advisor and client experiences through the use of technology. Further, he’ll discuss what the future holds, lessons learned, and keys to success when building out the use of AI within any business.
10:15 am - 10:55 am
1st AM Break
10:55 am - 11:15 am
Keynote Partner Presentation | BNY Mellon: Visualizing a holistic view from a complex world, enabled by Solidatus
Philip Dutton -
CEO,
Solidatus
Eric Hirschhorn -
Chief Data Officer,
BNY Mellon
How do you know you have it all? How do you know it’s true?
Clarity is everything. Global multi-national firms have the challenge of complying with a myriad of ever-changing products, evolving regulatory environments and constant stream market events. Now more than ever, a reliable trust map of enterprise data is table stakes for navigating the complexity and managing commercial truth and trust in the world around us.
Join this session to hear how BNY Mellon is working with Solidatus to create a metadata control centre, helping them to visualize a homogenous world of data from its heterogeneous parts. Having created an enterprise data blueprint that delivers a sustainable data operating model, BNY Mellon can use this technology to act quickly and confidently, helping to reduce risk and drive value.
11:15 am - 11:35 am
Leadership Spotlight Fireside Chat | How to Successfully Bring IT into the Business
Russell Newman -
Managing Director,
Great Lakes Advisors
Effectively growing your data management operations takes time, understanding, effort, collaboration and, most importantly, vision. Join us as we dive into how to take operations and effectively scale them by leveraging internal assets and building a robust program.
11:35 am - 11:55 am
Fireside Chat| The Human Side of Data Management
Tony Mazzarella -
Director, Enterprise Data Enablement and Governance,
Voya Financial
Kelly Dearwester -
Chief Data Officer,
Old National Bank
New technologies make it easier for organizations to make decisions and build new products and services for their customers. With the advent of AI/ML, more questions can be asked at a faster rate. However, data professionals must remember that at the core of what they do, their work impacts real people and real places. Join Tony Mazzarella as he shares what the role of empathy plays in data management and how to enable your teams, not machines, to be the better decision makers in your organization
11:55 am - 12:15 pm
Fireside Chat | The Evolution of Data Lineage: Understanding How We Got Here and Where We Can Go
Yagmur Kanbas-Campbell -
Director, Finance Controller Data Group,
Citigroup
12:15 pm - 12:35 pm
Leadership Spotlight | The AI Factor: How to Apply Artificial Intelligence and Use Big Data to Grow Your Business
Asha Saxena -
Founder & CEO,
Women Leaders in Data & AI (WLDA
Through the pandemic, there is an acceleration of digitalization resulting in more data than ever and the importance of information has never been greater. Organizations are thinking about how they can harness the power of data analytics, artificial intelligence and ‘big data’ and how they can make significant investments. But you can’t start with data, you need to start with where and how you want to create value in your business, then move to data.
Join our speaker Asha Saxena CEO at Women Leaders in Data and AI [WLDA.TECH] and Adjunct Professor at Columbia University, to discuss the best practices, frameworks and how-to build strong, sustainable data organization for tangible outcomes.
12:35 pm - 1:40 pm
Lunch
Every leader knows that people are at the heart of any initiative. You can have the latest and greatest tools, but if you do not have the right people in place and the right mindset permeating throughout teams, projects can take longer than expected and run up the costs. Join us as we learn from these leaders on how they were able to rally their troops to successfully execute strategies.
Companies are drowning in data. As regulations are enacted and new vulnerabilities are discovered, financial organizations need to start looking at ways to reduce the sheer volume of data that they store. One of the problems many that are tasked with this come across is finding the right strategy to minimize their organization’s data. Join Justin Heller of Synchrony Financial as he share how he was able to identify, modify and adopt the perfect data minimization strategy at his organization.
Being a good leader requires empathy, vision and great communication skills. Join Asha Saxena of the WLDA and Julia Bardmesser formerly from Voya as they share ways to improve the hiring, retainment, and development of talent within organizations while addressing the corporate culture shifts that are taking place in the age of AI. This is an opportunity to share with your peers in roundtable like discussions guided by two amazing leaders who are dedicated to positive sustainable growth in financial data management.
Many organizations have been on a journey to transform their traditional business models into a data-driven business model. But not all transformations are created equal. Those that fail to make this transition may not survive.
This panel will discuss:
- the emergence of a new data architecture and the implication on the firm’s data processes.
- what it means to be a data driven organization,
- what are the characteristics and the cultural changes required to be successful in your transformation
Jacklyn Osborne
Managing Director, Enterprise Business Data Strategy & IntegrationBank of America
The use of AI/ML is proving to be invaluable to data operations. However, we must not forget that these tools run off of data inputs and only learn what we teach them to. It is becoming increasingly imperative to establish a set of ethical standards for AI/ML tools in the financial industry. At FIMA, we want to encourage this type of leadership and that is why we are hosting the first ever AI/ML working group where leaders can come away with a set of agreed up know-hows for ensuring that their AI/ML programs are running on ethical tracks.
• Meet with data leaders to establish agreed upon ethical standards.
• Discuss hurdles to ensuring ethical practices are being adopted across the AI/ML landscape.
• Plans of action for those involved to bring back to their organizations for improving ethics in their AI/ML programs.
