2017 Agenda

28/03/2017

7.30am- 8.30am

Registration, Coffee & Networking in the Exhibition Area

7.30am- 8.30am

Data Divas Networking Session

Open to men and women, this informal roundtable session will discuss the challenges and opportunities that women face in the data world, as well as considering what actions the community can take to encourage more women to consider a career in data.

Speaking
Joan Dal Bianco
Senior Vice President, Head of US Office of the Chief Data Officer - TD

8.30am- 8.45am

Chair’s Opening Remarks

Speaking
Allison Sagraves
Chief Data Officer - M&T Bank

8.45am- 9.15am

Keynote Presentation: On the Offensive – Delivering Value through Data

What mix of ‘offensive’ & ‘defensive’ measures should a CDO pursue, and how to move beyond volume, velocity and variety to the fourth ‘V’; Value. Data as a corporate asset – how to move the CDO office from cost center to profit center Demonstrating value – measuring and communicating the ROI of your data program

Speaking
John Haley
Chief Data Officer - Regions Bank

9.15am- 9.45am

Keynote Presentation: Accelerating Big Data Adoption with Data Preparation

Overcoming the challenge of end user big data adoption – cautiously making the flood of data available to the people who know the data best Exploring how data preparation is used in various banking use cases such as risk and compliance, cybersecurity, product innovation and customer interaction Providing data analysts and data scientists the ability… Read more.

Speaking
Wei Zheng
Vice President, Products - Trifacta

9.45am- 10.15am

Keynote Presentation: Building the ‘Chief Data Officer Toolkit’ – a Framework for Excellence

Working with internal and external stakeholders to establish their data needs. Getting data to the people – an internal catalogue of data. How to find qualified staff and what skills do they need.  

Speaking

10.15am- 10.45am

Panel Discussion: Building a Successful Data and Analytics Function For Right Now & The Future

The first 90 days and beyond – identifying short terms wins and long term goals Structuring for success – what form should your function take for best results? Cementing your place within the C Suite – how you can avoid the perception of being a short-term appointment

Speaking
Denise Letcher
Executive Vice President, Chief Data Officer - PNC Financial Services

10.45am- 11.15am

Morning Coffee & Networking in the Exhibition Area

11.15am- 11.45pm

Keynote Presentation: Using a Data Catalog to Lift your Data out of the Fog

Before you can execute any data-oriented project, you must know what data you have and where it is located. Find out how to lift the data fog so business users can convert data into actionable business intelligence. This session will discuss how a data catalog enables them to meet stringent regulations

Speaking
Richard Morgan
Data Governance Officer - Creditsafe Group
Todd Goldman
Chief Marketing and Strategy Officer - Waterline Data

11.45pm- 12.15pm

Keynote Presentation: It’s Not a Project, it’s a Way of Life! Sustaining Good Governance Beyond Initial Implementation

What processes can you use to maintain high quality data over extended time periods to deliver an improvement for the long term? Developing a monitoring approach – the techniques that will help you identify and eliminate issues as part of your on-going governance program Lessons learned – how can you avoid the bumps on the… Read more.

Speaking
Joan Dal Bianco
Senior Vice President, Head of US Office of the Chief Data Officer - TD

12.15pm- 12.45pm

Keynote Presentation: The Data Governance Conundrum: Creating Value While Satisfying Regulatory Demands

How to understand the difference in value between data and information Why people and process are at least as – if not more – important than technology How to align your data governance program with strategic priorities so it creates sustained value for the business

Speaking
Simon Hankinson
Global Financial Services Market Lead - Collibra

12.45pm- 1.15pm

Panel Discussion: Engaging Everyone in Data Governance – Converting Data Users to Data Stewards

Changing perceptions – how can we make data governance a routine activity for all, rather than an inconvenient extra task? Communicating the importance of high quality data to non-technical users Overcoming inertia – techniques to place data governance at the heart of your organization

Speaking
Richard Goldberg
Richard Goldberg, Managing Director and Chief Data Officer - Bank of China, USA
Joan Dal Bianco
Senior Vice President, Head of US Office of the Chief Data Officer - TD
Jeff Meshberg
Chief Data Officer, Wealth Management Americas - UBS

1.15pm- 2.15pm

Lunch & Networking in the Exhibition Area


Discussion Group Session 1

2.15pm- 3.00pm

Discussion Group 1A: Data-Driven Product Innovation

Using data to identify winning products based on business needs and customer demands Delivering insights to improve and personalize product pricing Creating an internal culture of no-fail, experimentation, and testing

Joan Dal Bianco
Senior Vice President, Head of US Office of the Chief Data Officer - TD
Denise Letcher
Executive Vice President, Chief Data Officer - PNC Financial Services

Discussion Group 1B: Regulation in the Business Context – Minimizing the Burden & Maximizing Value

Reducing the cost of compliance, without exposing the business to regulatory risk. Overcoming the adversarial relationship; how can financial institutions support regulators to make informed requests which are easier to satisfy, cost less, and are more useful? Beyond ‘box ticking’ – leveraging the value in your data outside of regulatory reporting

Nikhil Aggarwal
Executive Director and Head of Analytics, Group Financial Crime Compliance - Standard Chartered Bank
Connie Zhang
Vice President, Enterprise Risk Management & Chief Data Office - Bank of China USA
Jodi Morton
Vice President, Data Governance & Management - Freddie Mac

Discussion Group 1C: Securing Top Talent – Overcoming the Skills Shortage to Build an Outstanding Data Team

Exploring the most effective methods to identify the best talent for your team Understanding attraction – what is the key to making your data team appealing to potential hires? Approaches to map the different skill sets your team will need, and finding the balance of talent to deliver

Joseph Bonanno
Wealth Management Analytics & Data - Head of Data Strategy & Information Delivery - Morgan Stanley
Richard Goldberg
Richard Goldberg, Managing Director and Chief Data Officer - Bank of China, USA
Jeff Meshberg
Chief Data Officer, Wealth Management Americas - UBS

Discussion Group Session 2

3.00pm- 3.45pm

Discussion Group 2A: Better Service, Better Segmentation, Better Sales – Capitalizing on Insights from Unstructured Data

Getting the full picture – how can we capture, process and integrate unstructured data? Leveraging external unstructured data to get a more complete view of the customer and offer personalization. What inhibitors continue to block the greater use of unstructured data, and how might these be overcome?

Nikhil Aggarwal
Executive Director and Head of Analytics, Group Financial Crime Compliance - Standard Chartered Bank
Sanjay Sidhwani
Senior Vice President, Marketing Analytics - Synchrony Financial

Discussion Group 2B: Tapping the Power of Machine Learning

Assessing the potential of machine learning to enable disruptive innovation Utilizing machine learning to improve predictions and make more accurate automated decisions Could machine learning algorithms enable much greater levels of personalization than are currently available?

Connie Zhang
Vice President, Enterprise Risk Management & Chief Data Office - Bank of China USA
Lori Bieda
Head, Analytics Centre of Excellence - Bank of Montreal

Discussion Group 2C: Supercharge Your Team – Training and Retaining Data Rockstars

Exploring approaches to developing your current team – how should we train and advance our staff to best ensure mutual benefit? What is the key to retaining high performing staff, when top talent is so highly prized by all organizations? Encouraging successful collaboration within your team, as well as with other departments

Jodi Morton
Vice President, Data Governance & Management - Freddie Mac
Mostafa Raddaoui
Vice President, Capital Market Technology - Bank Of Tokyo Mitsubishi UFJ
Allison Sagraves
Chief Data Officer - M&T Bank

3.45pm- 4.15pm

Afternoon Tea & Networking in the Exhibition Area

4.15pm- 4.45pm

Keynote Presentation: Transforming Business through Journey Analytics

Customers are consuming our brands across a multitude of touchpoints, and every time they do they leave digital footprints in our data. Journey Sciences is a revolutionary and rapidly expanding field of analytics which transforms big data. It allows businesses to see the real journeys are customers are on, and pinpoint with mathematical precision where… Read more.

Speaking
Lori Bieda
Head, Analytics Centre of Excellence - Bank of Montreal

4.45pm- 5.15pm

Keynote Presentation: Treating Data as an Asset is Not a Myth, it is an Imperative

By definition, an asset has “probable future economic benefits obtained or controlled by a particular entity as a result of past transactions or events” (FASB Con 6 paragraph 25) The application of this definition to analytics agenda puts a spotlight on control, ownership and perhaps most importantly, uncovering the economic benefits of data In this… Read more.

Speaking
Paul Van Siclen
Director of Market Development, Financial Services - Qlik

5.15pm- 5.45pm

Panel Discussion: The Human Dimension – To What Extent Does the Success of a Data and Analytics Function Depend on its People?

A ‘People First Approach’? What balance of people, process and technology will lead to success? How do you ensure that your core team possesses both the required business domain knowledge as well as technical expertise to make a difference to your organization? Hear how organizations have battled budgetary controls and talent shortages by re-training and… Read more.

Speaking
Jodi Morton
Vice President, Data Governance & Management - Freddie Mac
Sanjay Sidhwani
Senior Vice President, Marketing Analytics - Synchrony Financial
Lori Bieda
Head, Analytics Centre of Excellence - Bank of Montreal
John Haley
Chief Data Officer - Regions Bank

5.45pm- 6.00pm

Chair’s Closing Remarks

Speaking
Allison Sagraves
Chief Data Officer - M&T Bank

6.00pm- 7.00pm

Networking Drinks Reception

7.00pm

End of Conference