FIMA West 2016 (past event)
October 24 - 25, 2016
1-888-482-6012
Operational, Technology and Business Foundations for Success
07:30 - 08:30 Registration & Breakfast In The Data Management Café
08:30 - 08:35 Welcoming Remarks
08:35 - 09:00 FIMA West Ice Breaker
Rise and shine! Join us early for a fun ice breaker session. Problem solve with peers in a surprise activity, exercise different parts of your brain and start making connections you’re seeking.
09:00 - 09:10 Chairperson’s Opening Remarks
09:10 - 09:30 Case Study | A CDO’s Story, One Year In
At the starting point of treating data as an asset, how do you define your program and get it off the ground? How do you determine the problem areas and map out solutions to drive value? Harsh Tiwari joined CUNA Mutual as the CDO in July 2015, using the first year to get the lay of the land, map out problems and create the right program to solve them. He determined three pillars for success and developed a roadmap that will lead to data as a service offering.
Find out how to:
• Change the current environment to implement new solutions
• Find use cases for people to understand how to leverage data and better help customers
• Build out a data warehousing strategy and structure that can be easily used
Find out how to:
• Change the current environment to implement new solutions
• Find use cases for people to understand how to leverage data and better help customers
• Build out a data warehousing strategy and structure that can be easily used
09:30 - 10:10 Panel Discussion | Mastering Business Metadata and Providing Data Lineage
Moderator:
Ian Rowlands Vice President, Product Management ASG
Speakers:
Kristi Cunningham Vice President, Enterprise Data Management Capital One
Dan Myers Manager, Enterprise Data Management Farmers Insurance Group
Elena Sobol Director, Data Governance and Analytics Canadian Imperial Bank of Commerce
Ian Rowlands Vice President, Product Management ASG
Speakers:
Kristi Cunningham Vice President, Enterprise Data Management Capital One
Dan Myers Manager, Enterprise Data Management Farmers Insurance Group
Elena Sobol Director, Data Governance and Analytics Canadian Imperial Bank of Commerce
Metadata management is one of the pillars to the house of data management. A recent industry survey identified metadata management as an ongoing pain point for financial institutions. How can you better understand metadata and data lineage from the point of view and standpoint of the business? How do you peel back the onion and see lineage from the point of system of record and help the business to be the drivers of data?
Panelists will discuss:
• How to determine where business metadata needs to be deepest and most accurate
• How to make lineage more readable to auditors and downstream consumers
• How to build a sustainable set of roles, processes and a repository to maintain it and mature the data management organization
Panelists will discuss:
• How to determine where business metadata needs to be deepest and most accurate
• How to make lineage more readable to auditors and downstream consumers
• How to build a sustainable set of roles, processes and a repository to maintain it and mature the data management organization
10:10 - 10:25 Panel Revolution | Mastering Business Metadata Management
Following on the last session, panelists will pose a key challenge or question to the audience. Spend 15 minutes tackling a challenge or opportunity in small discussion groups for new strategies to implement on your return.
10:25 - 10:45 Evolution of Data Integration Strategies
The timely delivery of data and the integration techniques employed are the fundamental building blocks for an organization’s data integration strategy. For such a data integration backbone to be successful, an agile, responsive and data-centric model is recommended that will cater to changing business needs and enable firms to seamlessly implement new opportunities. This session presents an approach to make data integration agile and responsive while adhering to data governance principles and improving the quality of data across various systems.
10:45 - 11:25 Morning Refreshment & Networking Break In The Data Management Café
11:25 - 12:05 Storytelling Session | A Cross Functional Perspective on the Data Management Journey
Speakers:
Sue Foss Roschen Head of Data Governance Office Franklin Templeton Investments
Douglas Faraone Director, Investment Operations Franklin Templeton Investments
Pamela Armstrong Vice President, IMSS Project & Data Management Franklin Templeton Investments
Moderator:
Sue Habas Vice President, Strategic Technologies ASG
Sue Foss Roschen Head of Data Governance Office Franklin Templeton Investments
Douglas Faraone Director, Investment Operations Franklin Templeton Investments
Pamela Armstrong Vice President, IMSS Project & Data Management Franklin Templeton Investments
Moderator:
Sue Habas Vice President, Strategic Technologies ASG
The data management story at Franklin Templeton Investments has had several milestones. In 2007 data was seen as a promising asset and a team of data librarians was assembled and directed from the IT side of the business. After a bit of a bumpy road, senior leaders agreed in 2013 that the business needed to drive and own data and a new approach was born to bring data to the business side and develop a new structure for governing data. Over the last year and a half the data council has prioritized integrating governance and stewardship into the company culture while identifying key areas of focus. During this session, three data leaders will share the story of maturing the data management program and competing as a key priority.
Speakers will share thoughts and experiences on:
• How to best get the ear of the executive suite and align with business goals
• Competing as a key priority across different lines of business
• Shifting from implementer of processes to strategist and thought leader
Franklin Templeton Investments
Speakers will share thoughts and experiences on:
• How to best get the ear of the executive suite and align with business goals
• Competing as a key priority across different lines of business
• Shifting from implementer of processes to strategist and thought leader
Pamela Armstrong
Vice President, IMSS Project & Data ManagementFranklin Templeton Investments
12:05 - 13:10 Interactive Roundtable Discussions
Speakers:
Peter Ku Head of Industry Consulting & Financial Services Strategist & Evangelist, N Informatica, LLC.
Natalie Sendele Director, Data Governance Artisan Partners
Steve Krosch Vice President, Data Architecture, Business Applications Allianz Global Investors
Sue Habas Vice President, Strategic Technologies ASG
CP Singh Managing Principal CPSI Consulting
Peter Ku Head of Industry Consulting & Financial Services Strategist & Evangelist, N Informatica, LLC.
Natalie Sendele Director, Data Governance Artisan Partners
Steve Krosch Vice President, Data Architecture, Business Applications Allianz Global Investors
Sue Habas Vice President, Strategic Technologies ASG
CP Singh Managing Principal CPSI Consulting
#1 Injecting Compliance Into The Data Supply Chain
Sue Habas, Vice President, Strategic Technologies, ASG
#2 Managing Data Quality in Financial Services – What’s Working vs. Not?
Peter Ku, Head of Industry Consulting & Financial Services Strategist & Evangelist, North America Enterprise Sales, Informatica, LLC.
#3 Leadership Structures to Advance Data Management Without a CDO
Natalie Sendele, Director, Data Governance, Artisan Partners
#4 What is a Golden Source and How Do You Establish it?
Steve Krosch, Vice President, Data Architecture, Business Applications, Allianz Global Investors
#5 Managing the Complexities of Data Integration From Various Sources
CP Singh, Managing Principle, CPSI Consulting
Informatica, LLC.
Allianz Global Investors
Sue Habas, Vice President, Strategic Technologies, ASG
#2 Managing Data Quality in Financial Services – What’s Working vs. Not?
Peter Ku, Head of Industry Consulting & Financial Services Strategist & Evangelist, North America Enterprise Sales, Informatica, LLC.
#3 Leadership Structures to Advance Data Management Without a CDO
Natalie Sendele, Director, Data Governance, Artisan Partners
#4 What is a Golden Source and How Do You Establish it?
Steve Krosch, Vice President, Data Architecture, Business Applications, Allianz Global Investors
#5 Managing the Complexities of Data Integration From Various Sources
CP Singh, Managing Principle, CPSI Consulting
Peter Ku
Head of Industry Consulting & Financial Services Strategist & Evangelist, NInformatica, LLC.
Steve Krosch
Vice President, Data Architecture, Business ApplicationsAllianz Global Investors
13:10 - 14:10 Lunch
14:10 - 14:40 CDO Panel Discussion | Leveraging the Investments in Data Management to Drive Value Beyond Reporting
The vast majority of CDOs and Heads of Data Management must demonstrate the value of data governance within 12-18 months of developing a program. Within the biggest banks, regulatory pressure is driving immense investments in data management capabilities, but what are the next opportunities beyond reporting? How can you leverage what you’ve built to drive value beyond regulatory compliance?
Leading data executives will discuss:
• How value is being demonstrated to the firm
• How decisions are being made around the onboarding of new technology and systems
• Approaches being taken in the shift for more dynamic data and leading indicators
• Ways that data is providing insight into new opportunities
Leading data executives will discuss:
• How value is being demonstrated to the firm
• How decisions are being made around the onboarding of new technology and systems
• Approaches being taken in the shift for more dynamic data and leading indicators
• Ways that data is providing insight into new opportunities
14:40 - 14:50 Innovation Spotlight | An Innovative Approach to Asset Management Performance Reporting
For All Attendees
14:50 - 15:30 Panel Discussion | Building and Modernizing Architecture to Serve the Business and Improve Value
Moderator:
Ian Rowlands Vice President, Product Management ASG
Speakers:
Barbara Forth Principal Information Architect, Senior Manager of Architecture Capital Group
Mani Keeran Manager, Information Architecture Franklin Templeton Investments
Vipul Agochiya Head of Enterprise Data Strategy and Analytics Bank of the West
Joshua Q. Israel Satten Director, Business Consulting Sapient Global Markets
Ian Rowlands Vice President, Product Management ASG
Speakers:
Barbara Forth Principal Information Architect, Senior Manager of Architecture Capital Group
Mani Keeran Manager, Information Architecture Franklin Templeton Investments
Vipul Agochiya Head of Enterprise Data Strategy and Analytics Bank of the West
Joshua Q. Israel Satten Director, Business Consulting Sapient Global Markets
Some of the biggest banks and the smallest asset management firms have a key commonality - architecture in need of updates. Whether it’s complying with new regulations or retiring systems and building new platforms to support business capabilities, how can you ensure you have stable and consistent platforms in place? What exactly should you be looking for when creating architecture standards for different elements including business intelligence and analytics?
Panelists will discuss:
• Moving to service oriented architecture
• Reducing inconsistent legacy platforms to have a smaller list of authoritative sources and get quality from the source
• Building architecture across the enterprise linked to data quality capabilities
Panelists will discuss:
• Moving to service oriented architecture
• Reducing inconsistent legacy platforms to have a smaller list of authoritative sources and get quality from the source
• Building architecture across the enterprise linked to data quality capabilities
Creative Boardroom
14:50 - 15:30 Achieving a Culture Shift to Gain Buy-in for Data Governance and Data Management Activities
Limited to financial institutions only, the creative boardrooms are similar roundtable discussion groups. Signups are limited to 15 data management practitioners who will participate in a 40-minute closed-door activity-based session to share solutions and strategies that have worked. Participants will leave with key takeaways to implement upon return.
15:30 - 16:10 Panel Discussion | Walk Before You Run, Data Governance Essentials
Speakers:
Jeb Avery Director, Investment Data Management Janus Capital Group
Naveen Jain Vice President, Digital Analytics First Tech Federal Credit Union
Martin M Hosseini Investment Management Data Governance Lead Capital Group
Chris Charlesworth Data Governance Officer Bank of the West
Moderator:
Sue Habas Vice President, Strategic Technologies ASG
Jeb Avery Director, Investment Data Management Janus Capital Group
Naveen Jain Vice President, Digital Analytics First Tech Federal Credit Union
Martin M Hosseini Investment Management Data Governance Lead Capital Group
Chris Charlesworth Data Governance Officer Bank of the West
Moderator:
Sue Habas Vice President, Strategic Technologies ASG
Data governance is a key pillar for data management, though it is frequently seen as a defensive activity. Few people want to own it, because if you get it wrong, it’s your fault. How do you gain buy-in for a data governance program and roll out a structure? How can you quantify the value of data governance?
Find out:
• Skillsets to look for and develop in data stewards
• How to define clear roles and responsibilities
• How to map critical data you want to proactively and intensely govern and assign accountability
Find out:
• Skillsets to look for and develop in data stewards
• How to define clear roles and responsibilities
• How to map critical data you want to proactively and intensely govern and assign accountability
16:10 - 16:50 Afternoon Refreshment & Networking Break In The Data Management Café
16:50 - 17:10 Networking Roundtable Discussions
#1 New to Data Management Meet and Greet
Designed as an opportunity to connect with those who have recently entered a data management function from another area within finance. Meet others like you who are getting started in a data management function and still feeling a little green.
#2 Getting Data Management Off the Ground Meet-up
From cost savings to consolidated functions to reporting, businesses are seeing many drivers to establish a data management function. Meet with others who are working to get a data management or governance function launched, keep the conversation going after the event.
#3 Maturing Data Management and Governance from Level 1 or 2 to Level 2 or 3 Meet-up
If you’re looking to take your 1-2 year established data management program to the next level, this is the place for you. Find out what others are doing to mature their program and evaluate the next steps on your roadmap.
#4 Maturing Data Management and Governance from Level 3 to 4 or Higher Meet-up
Connect with peers who are fairly advanced on the maturity curve. Find out how others are maturing their programs when different domains are at different levels of maturity. Lend advice to those who might be stuck and devise plans for delivering additional value.
#5 G-SIB and D-SIB Meet-up
Meet with your fellow SIFI peers. Discuss current pain points in regulatory reporting, new strides in BCBS239 compliance and objectives for the year ahead. Benchmark your program against your peers and share ideas offline.
Designed as an opportunity to connect with those who have recently entered a data management function from another area within finance. Meet others like you who are getting started in a data management function and still feeling a little green.
#2 Getting Data Management Off the Ground Meet-up
From cost savings to consolidated functions to reporting, businesses are seeing many drivers to establish a data management function. Meet with others who are working to get a data management or governance function launched, keep the conversation going after the event.
#3 Maturing Data Management and Governance from Level 1 or 2 to Level 2 or 3 Meet-up
If you’re looking to take your 1-2 year established data management program to the next level, this is the place for you. Find out what others are doing to mature their program and evaluate the next steps on your roadmap.
#4 Maturing Data Management and Governance from Level 3 to 4 or Higher Meet-up
Connect with peers who are fairly advanced on the maturity curve. Find out how others are maturing their programs when different domains are at different levels of maturity. Lend advice to those who might be stuck and devise plans for delivering additional value.
#5 G-SIB and D-SIB Meet-up
Meet with your fellow SIFI peers. Discuss current pain points in regulatory reporting, new strides in BCBS239 compliance and objectives for the year ahead. Benchmark your program against your peers and share ideas offline.
17:10 - 17:50 Panel Discussion | The Best Practices of Data Management – Progress and Next Steps
The financial crisis brought awareness of data management to financial firms and regulatory bodies alike. New initiatives stemming from Dodd-Frank and BCBS 239 mobilized many firms to focus on best practices to try to “get their data management house in order”. Good progress has been made, but a lot of work still remains.
In this session, panelists will discuss the progress achieved, and the next steps that the industry is heading towards. Hear practitioners discuss their use of industry best-practice models, describe their experiences using the newly evolving data ontology standards, and get a glimpse into the next areas of regulatory focus. Hear how the industry is gathering together to dive into the defined data management capabilities to create a repository of playbooks – describing the “how” of data management, in a continuing effort to document and improve data management for the industry.
Wells Fargo
In this session, panelists will discuss the progress achieved, and the next steps that the industry is heading towards. Hear practitioners discuss their use of industry best-practice models, describe their experiences using the newly evolving data ontology standards, and get a glimpse into the next areas of regulatory focus. Hear how the industry is gathering together to dive into the defined data management capabilities to create a repository of playbooks – describing the “how” of data management, in a continuing effort to document and improve data management for the industry.
David Newman
Strategic Planning Manager, Senior Vice President, Innovation GroupWells Fargo
