Chief Data Officer, Financial Services

26/04/2017

8.00am- 9.00am

Registration, Coffee & Networking in the Exhibition Area

9.00am- 9.15am

Chair’s Opening Remarks

Speaking

9.15am- 9.45am

Keynote Presentation: On the Offensive – Delivering Value through Data

Delivering Value – what mix of ‘offensive’ & ‘defensive’ measures should a CDO pursue Demonstrating Value – measuring and communicating the benefits of your data program Data as a corporate asset – repositioning the role of data in the organization

Speaking
John Ahrendt
SVP Enterprise Data & Analytics - Wells Fargo & Company

9.45am- 10.15am

Keynote Presentation: Putting the ‘C’ into ‘CDO’ – Realizing Organizational Change Through Strategic Leadership

Identifying the techniques to successfully drive change in Financial Services organizations Creating the case for change – overcoming resistance, securing buy-in, and embedding the transition. Winning the culture war – instilling a data-driven culture

Speaking
Matt McGivern
Managing Director - Protiviti

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
Anil Earla
Head of Information & Analytics, Global IS, - VISA
Ramesh Lakshminarayanan
Chief Data & Analytics Officer - Nationstar Mortgage
Ravi Misquitta
SVP Marketing Strategy and Technology - Franklin Templton Investments

10.45am- 11.15am

Morning Coffee & Networking in the Exhibition Area

11.15am- 11.45am

Keynote Presentation: High Stakes Data Management! Approaches to Data Governance in a Heavily Regulated Industry

Ensuring that today’s decisions align with tomorrow’s needs in a world of constantly changing regulatory reporting requirements Setting the bar – establishing clear standards to simplify future compliance by ensuring the information required is quick and easy to deliver Approaches to accuracy – is perfection impossible, and when is good ‘good enough’?

Speaking
Sunder Srinivasan
Head of Information Management - Silicon Valley Bank

11.45am- 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
Chris Charlesworth
Enterprise Data Governance Officer - Bank of the West

12.15pm- 12.45pm

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
Roman Shaposhnik
VP of Technology for ODPi - Linux Foundation
Sunder Srinivasan
Head of Information Management - Silicon Valley Bank

12.45pm- 1.45pm

Lunch & Networking in the Exhibition Area


Discussion Group Session 1

1.45pm- 2.30pm

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

Naveen Jain
Vice President, Digital Analytics - First Tech Federal Credit Union
Anil Earla
Head of Information & Analytics, Global IS, - VISA
Ravi Misquitta
SVP Marketing Strategy and Technology - Franklin Templton Investments

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

Discussion Group 1C: Beyond Bitcoin – A Blockchain Revolution?

Assessing the potential impact of distributed ledger technology on the Financial Services industry Seeing beyond the hype: which problems can blockchain applications realistically solve? Can traditional compliance processes be merged with blockchain technology successfully?

Sammy Amirghodsi
Vice President, Data Management & Analytics - Options Clearing Corporation
Sergio Louro
Chief Credit & Data Analytics Officer - EZCORP

Discussion Group Session 2

2.30pm- 3.15pm

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?

Subramanian Iyer
Vice President, Head of Analytics, - First Republic Bank
Brian Lemus
Senior Vice President Reporting & Analytics - Bank of America
Charles Zhou
Vice President Data Architecture & Automation - Bank of America

Discussion Group 2B: Building an Outstanding Data Team – Sourcing, Training And Retaining Top Talent

Approaches to determine the vital skills that are required your team How to mitigate the talent shortage by sourcing good attitude and developing the skill set The key to retaining high performing staff

Sammy Amirghodsi
Vice President, Data Management & Analytics - Options Clearing Corporation
Sergio Louro
Chief Credit & Data Analytics Officer - EZCORP

Discussion Group 2C: 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?

Brian Knollenberg
VP Member Insights & Strategy - BECU
Eric Von Dohlen
SVP, Chief Analytics Officer - Elevate
Joe Barr
Chief Analytics Officer - HomeUnion
Roman Shaposhnik
VP of Technology for ODPi - Linux Foundation

3.15pm- 3.45pm

Afternoon Tea & Networking in the Exhibition Area

3.45pm- 4.15pm

Keynote Presentation: Data Competency as a Competitive Differentiator – Utilizing Analytics to Transform your Business

Data as a source of innovation – utilizing your information to out-compete your opponents Leveraging analytics to deliver operational efficiencies, generate revenue, and improve product pricing Overcoming cultural, technological and skill shortage barriers to place data at the heart of your business

Speaking
Brian Knollenberg
VP Member Insights & Strategy - BECU

4.15pm- 4.45pm

Keynote Presentation: Utilizing Data and Analytics for Customer Insights and Experience

It’s all about the customer – building a customer-centric data strategy to improve customer experience and retention Is a 360 degree view of the customer possible, and what methods can get us closest to it? Data and Analytics as the key to unlock personalized service, products, and cross-selling for your customers

Speaking
Ramesh Lakshminarayanan
Chief Data & Analytics Officer - Nationstar Mortgage

4.45pm- 5.15pm

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
Eric Von Dohlen
SVP, Chief Analytics Officer - Elevate
Subramanian Iyer
Vice President, Head of Analytics, - First Republic Bank

5.15pm- 5.30pm

Chair’s Closing Remarks

Speaking

5.30pm

End of Conference