FIMA US 2018

May 02-May 04, 2018

Westin Copley Place, Boston MA

Contact Us: 1-888-482-6012

Wednesday, May 2, 2018 - Financial Institutions Only Pre-Day: The Evolution of the Data Organization to Become an Enterprise Function and Best Serve the Business

7:45 AM - 8:40 AM Continental Breakfast & Registration

8:40 AM - 8:45 AM Welcome Remarks

Marissa Alvord, Program Director, FIMA US

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Marissa Alvord

Program Director
FIMA US

8:45 AM - 9:00 AM Chairperson’s Welcome and Opening Remarks

Peter Serenita, U.S. Chief Data Officer, Scotiabank

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Peter Serenita

U.S. Chief Data Officer
Scotiabank

9:00 AM - 9:30 AM FIMA Fireside Chat: Organizational Evolution, Scale and Efficiency to Reduce Cost and Grow the Business

Alex Golbin, Global Head of Data Services, BlackRock Michael Manbeck, Vice President, Enterprise Data Management, Fidelity Investments
For several years data organizations have been focused on defensive activities, meeting complex rules to satisfy regulators. As the demand for data increases, data organizations are being tasked with moving toward self-service to enable decision making and deliver value. How are data leaders re-engineering their organizations to keep up with this dual focus? What changes are needed to shift away from pleasing risk and regulators to servicing the C-Suite? What does scalability and efficiency look like, particularly where organizations are running lean? Two Heads of Data Management will weigh in on how they are updating their data organizations, including:

  • The drivers around different types of data, including transactional and client data and controls needed
  • How data is being provisioned to support and grow the business
  • Organizational changes necessary to enable self-service

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Alex Golbin

Global Head of Data Services
BlackRock
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Michael Manbeck

Vice President, Enterprise Data Management
Fidelity Investments
CDO 1.0 laid the groundwork for meeting regulatory requirements through significant investments in governance and quality. In CDO 2.0, it’s time to drive transformational analytics. This next phase of data maturity leverages the investments made in data management and drives a push for analytics with a foundational partnership between IT, the business, the COO and CDO at the center.
Panelists will discuss:

  • Sustainable controls to maintain governance and quality
  • Identifying and prioritizing business use cases for analytics
  • Business validation and turning analytics into something meaningful

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Julia Bardmesser

SVP, Head of Data, Architecture and Analytics
Voya Financial
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Glenda Crisp

Senior Vice President and Chief Data Officer
TD Bank

Andrew Foster

Deputy Chief Data Officer, Americas
Deutsche Bank
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Allison Sagraves

Chief Data Officer
M&T Bank
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Rise Zaiser

Chief Data Officer, Americas Division
SMBC
When a new CDO starts a role, expectations are always high. Vinay Jha joined Fifth Third Bank as Chief Data Officer in February 2016 with a strategy ready to get the foundation in order in year one to start delivering value in year two. Framing the story of the data organization as not just about compliance, but also about business value, Vinay and his team built a coalition across the bank to gain institutional interest and select and prioritize projects to take to the data factory. Hear how Vinay and his team embraced external resources and industry benchmarks to communicate with stakeholders across the bank and develop partnerships across all lines of business.

Hear lessons learned including how to:

  • Develop partnerships in a new environment
  • Reduce technical debt and rationalize warehouses and databases
  • Start self-funding data projects

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Vinay Jha

Senior Vice President & Chief Data Officer
Fifth Third Bank
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Veda Bawo

Senior Vice President/Managing Director, Data Quality & EDO Program Management
Fifth Third Bank

10:30 AM - 11:00 AM Refreshment Break & Networking Opportunity

This is your chance to sit with peers and industry experts to ask questions, share your thoughts, and dive deeper into the subject matter. Each round will last 20 minutes and the moderators will rotate giving you the opportunity to meet with each one.

Round 1: 11:00-11:20
Round 2: 11:25-11:45
Round 3: 11:50-12:10
Round 4: 12:15-12:35

Roundtable Topics and Moderators:
1. Implementing a Data Lake to Unify Data
Luis Estrada, Global Chief Executive Officer, BI Geek

2. Doing More with Less: How to Get Ahead (and Stay Ahead) in the Era of Big Data
Rich Newman, Senior Director, Content & Technology Solutions, FactSet

3. Choose Your Cloud Wisely: One Size Doesn't Fit All
Reed Irvin, Executive Vice President, Viewpointe LLC

4. Quantifying the Business Value from your Data Governance Investments
Peter Ku, Vice President, Informatica LLC

5. Beyond Lineage: Leveraging Semantics to Drive Data Understanding, Trust and Transparency
Kelle O'Neal, Founder and Chief Executive Officer, First San Francisco Partners

6. RPA at Scale – Opportunities and Challenges in Scaling A Digital Workforce
Amit Singh, Director and Global RPA Lead, Sapient Consulting

7. Successfully Integrating ESG Factors into your Investment Process
Executive Speaker to be Confirmed, Bloomberg Polarlake

8. Managing the Complexities of Data Integration From Various Sources

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Luis Estrada

Global Chief Executive Officer
BI Geek
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Rich Newman

Senior Director, Content & Technology Solutions
FactSet
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Reed Irvin

Executive Vice President
Viewpointe LLC
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Peter Ku

Vice President
Informatica LLC
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Kelle O'Neal

Founder and Chief Executive Officer
First San Francisco Partners
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Amit Singh

Director and Global RPA Lead
Sapient Consulting

12:35 PM - 1:35 PM Lunch For All Attendees

The demand for data talent is at an all time high, but supply is very low. The industry is competing with Google, Amazon and high tech where data professionals have greater degrees of creativity. How can you better compete for the talent needed to advance the data agenda in this intense and swiftly evolving space? How can you pull talent from other parts of the business and groom data scientists to meet the increased demand for data?

Panelists will discuss how to:

  • Access talent pools, including university partnerships
  • Work with HR to develop a retention program
  • Foster new skillsets to grow and retain talent

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Brian Diener

Head of Data Operations
BlackRock
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Martin M. Hosseini

Senior Vice President, CNB Data Office
City National Bank
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Jacob Kosoff

Senior Vice President, Enterprise Risk, Head of Model Risk Management & Validation
Regions Bank

JoAnn Stonier

Chief Data Officer
Mastercard

2:15 PM - 2:35 PM Case Study | Methods to Continuously Link Data Efforts Directly to Business Strategy

Jodi Morton, VP, Single Family Data Governance and Management, Freddie Mac
Every week Jodi Morton, Vice President, Single Family Data Governance & Management shares 3 highlights from the week with the COO of the largest business of Freddie Mac around how her group is enabling the business. Every year she works with her team to create an annual plan, connecting back to the business strategy and objectives needed to connect. Find out how she captures all of her business’ issues to deliver value.

Jodi will share lessons learned including:

  • An action plan to create a wish list from key stakeholders and workers in the trenches
  • Metrics for the roadmap to ensure the needs of the business are met
  • Balancing needs of risk and compliance with innovation and customer excellence

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Jodi Morton

VP, Single Family Data Governance and Management
Freddie Mac

2:35 PM - 2:50 PM Case Study Revolution: Overcoming Roadblocks to Linking Data Efforts Directly to Business Strategy

2:50 PM - 3:10 PM Case Study: AI Transformation to Become a More Intelligent and Relevant Bank

Alexis Gouslisty, Head of Data Strategy, Business & Artificial Intelligence, National Bank of Canada
Despite the buzz surrounding AI, a number of banks have been active in advance analytics for a considerable period of time, but what kind of AI transformation is needed to remain competitive in the future? Alexis Gouslisty, Head of Data Strategy, Business & Artificial Intelligence for National Bank of Canada recently scrutinized the bank’s strategy, focusing on how to use AI to be more intelligent, more relevant and ultimately sustain competitive advantage. Alexis will share lessons learned around this transformation including:

  • Moving away from articulating the past and proactively reacting to market opportunities
  • The culture shift needed to empower the next generation of talent to drive AI as far down into the organization as possible
  • Amplifying customer insight and intelligently augmenting knowledge workers

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Alexis Gouslisty

Head of Data Strategy, Business & Artificial Intelligence
National Bank of Canada
This interactive format has been designed to help you problem solve with your peers in an all new format, for financial institutions only. Each boardroom topic will be hosted by an industry moderator. Sign up on the day, participation is limited to 12 people for each boardroom session. Don’t miss out on this opportunity to connect with peers and share ideas and solutions offline.

Creative Boardrooms

1:35 PM - 2:20 PM Data Management 101: Getting Your Program Off the Ground

Kirsten Elsworth, Director, Analytics & Data Management, Ally Financial Inc.
  • Defining data governance across the organization
  • Selecting Technology and Architecture to Meet Your Needs
  • Establishing and Implementing a Successful Data Quality Program

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Kirsten Elsworth

Director, Analytics & Data Management
Ally Financial Inc.

Creative Boardrooms

2:25 PM - 3:10 PM Data Governance 101: Deploying a Data Governance Framework

Mark Tabs, Managing Director, Global IT Head for Reference and Client Data, UBS
  • Defining a governance policy
  • Establishing stewardship, roles and responsibilities
  • Deploying and managing firm-wide data governance

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Mark Tabs

Managing Director, Global IT Head for Reference and Client Data
UBS
This interactive format has been designed to help you problem solve with your peers in an all new format, for financial institutions only. Each boardroom topic will be hosted by an industry moderator. Sign up on the day, participation is limited to 12 people for each boardroom session. Don’t miss out on this opportunity to connect with peers and share ideas and solutions offline.

Creative Boardrooms

1:35 PM - 2:20 PM Reengineering Operations & Technology to Increase Efficiency and Meet Compliance

Vincent Pasqualicchio, COO - Investments, American Family Insurance
  • Determining the appropriate architecture for your firm’s needs
  • Redefining roles and responsibilities and driving the change from a people, process, technology perspective
  • Establishing a more robust compliance platform

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Vincent Pasqualicchio

COO - Investments
American Family Insurance

Creative Boardrooms

2:25 PM - 3:10 PM Data Quality Remediation on Steroids - Leveraging Scrum in Data Quality Processes

Tolu Oduntan, Enterprise Data Quality Manager, Citizens Bank Shaun Rankin, Senior Vice President, Data Management, Citizens Bank
  • Implementing Scrum methodology in data quality operational processes
  • Interrogating and resolving issues more quickly and improving overall data quality
  • Increasing efficiency and velocity, and reducing regulatory and compliance impact

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Tolu Oduntan

Enterprise Data Quality Manager
Citizens Bank
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Shaun Rankin

Senior Vice President, Data Management
Citizens Bank

3:10 PM - 3:40 PM Refreshment Break & Networking Opportunity

Continuation from the topics and moderators listed above

This is your chance to sit with peers and industry experts to ask questions, share your thoughts, and dive deeper into the subject matter. Each round will last 20 minutes and the moderators will rotate giving you the opportunity to meet with each one.

Round 5: 3:40-4:00
Round 6: 4:05-4:25
Round 7: 4:30-4:50
Round 8: 4:55-5:15

Roundtable Topics and Moderators:

9. Implementing a Data Lake to Unify Data
Luis Estrada, Global Chief Executive Officer, BI Geek

10. Doing More with Less: How to Get Ahead (and Stay Ahead) in the Era of Big Data
Rich Newman, Senior Director, Content & Technology Solutions, FactSet

11. Choose Your Cloud Wisely: One Size Doesn't Fit All
Reed Irvin, Executive Vice President, Viewpointe LLC

12. Quantifying the Business Value from your Data Governance Investments
Peter Ku, Vice President, Informatica LLC

13. Beyond Lineage: Leveraging Semantics to Drive Data Understanding, Trust and Transparency
Kelle O'Neal, Founder and Chief Executive Officer, First San Francisco Partners

14. RPA at Scale – Opportunities and Challenges in Scaling A Digital Workforce
Amit Singh, Director and Global RPA Lead, Sapient Consulting

15. Successfully Integrating ESG Factors into your Investment Process
Executive Speaker to be Confirmed, Bloomberg Polarlake

16. Managing the Complexities of Data Integration From Various Sources

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Luis Estrada

Global Chief Executive Officer
BI Geek
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Rich Newman

Senior Director, Content & Technology Solutions
FactSet
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Reed Irvin

Executive Vice President
Viewpointe LLC
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Peter Ku

Vice President
Informatica LLC
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Kelle O'Neal

Founder and Chief Executive Officer
First San Francisco Partners
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Amit Singh

Director and Global RPA Lead
Sapient Consulting

5:15 PM - 6:15 PM Sip, Swirl & Cheers Reception & The Official Opening Of The Data Management Café

There’s no better way to fall in love with the offerings of the vine then to experience it yourself! Our sommelier-driven wine reception will fine tune your taste buds and turn you into a wine connoisseur. So grab a glass, take a sip and let’s cheers to a great event!

6:15 PM - 6:15 PM End Of Day One