FIMA US 2017 (past event)

May 08 - 10, 2017

The Westin Copley Place, Boston, MA

Contact Us: 1-888-482-6012

Harnessing Technologies and Developing Solid Foundations for Data Management

08:00 - 09:00 Continental Breakfast & Registration

09:00 - 09:05 Welcome Remarks

Marissa Alvord, Program Director at FIMA US

Marissa Alvord

Program Director
FIMA US

09:05 - 09:20 Chairperson’s Welcome and Opening Remarks

Peter Serenita, Group Chief Data Officer at HSBC

Peter Serenita

Group Chief Data Officer
HSBC

Data management maturity varies across the industry and many data management executives have started or updated data management programs. What problems have been presented and what solutions have been put forward? How are data organizations getting their starts? What are their mandates? How have data management organizations sustained or changed direction? What is foundational now?
Panelists will discuss:
• How and why their programs were started
• How data has evolved within organizations
• Key needs of the data organization in 2017 and beyond

Dessa Glasser, Formerly, Chief Data Officer  at JP Morgan Asset Management

Dessa Glasser

Formerly, Chief Data Officer
JP Morgan Asset Management

Rise Zaiser, Chief Data Officer, Americas Division at SMBC

Rise Zaiser

Chief Data Officer, Americas Division
SMBC

Jodi Morton, VP, Single Family Data Governance and Management at Freddie Mac

Jodi Morton

VP, Single Family Data Governance and Management
Freddie Mac

Denise Letcher, Executive Vice President & Chief Data Officer at PNC Financial Services Group

Denise Letcher

Executive Vice President & Chief Data Officer
PNC Financial Services Group

John R. Adamo, Vice President, Data Governance & Solutions at Prudential Financial

John R. Adamo

Vice President, Data Governance & Solutions
Prudential Financial

Alex Golbin, Global Head of Data Services at BlackRock

Alex Golbin

Global Head of Data Services
BlackRock

10:00 - 10:20 Parallel Industry Perspective | Overcoming Innovation Challenges to Deliver Value in a Risk-Averse Culture

Technology is always decades ahead of peoples’ willingness to use it. Increasingly biopharma and finance are tasked with being real-time and cutting edge while being historically risk averse. Technology pilots roll out regularly and can run forever, but what does it take to look at the results and make changes if they work? How do you balance the risk of a mistake versus the benefit of something that’s truly transformative? Eric Perakslis, Head of Takeda’s R&D Data Science Institute and former CIO of the FDA looks at value and benefit as a pathway to solve problems. Throughout his broad career, he has helped organizations to innovate, do what is optimal for them and be less risk-averse.
Eric will shed light on how to:
• Assess benefit risk and use it as a driver for decision making
• Win over hearts and minds of stakeholders to cut through red tape
• Look to the private sector for problem solving

Dr. Eric Perakslis, Head of Takeda R&D Data Science Institute at Takeda Pharmaceuticals International Co.

Dr. Eric Perakslis

Head of Takeda R&D Data Science Institute
Takeda Pharmaceuticals International Co.

Data governance can take on a range of forms and it continues to be a pain point as so few people want to take ownership of data. What does a strong bottom up approach look like? Which aspects of data governance, from stewardship to data dictionaries take priority? How do you re-assess how to sell your program internally as new changes, including regulatory requirements arise?
Find out how to:
• Determine the appropriate size and scope of a data governance program for your organization
• Re-evaluate data governance to suit the needs of evolving technology and new regulations
• Advance and mature data governance when different domains are at different levels of maturity

Jenny Tsouvalis, Senior VP and COO at OMERS

Jenny Tsouvalis

Senior VP and COO
OMERS

Genevy Dimitrion, Senior Vice President, Chief Data Steward at StateStreet Global Markets

Genevy Dimitrion

Senior Vice President, Chief Data Steward
StateStreet Global Markets

Sylvain Pendaries, Director, Investment Data Management at Franklin Resources

Sylvain Pendaries

Director, Investment Data Management
Franklin Resources

Jennifer Curtiss, Vice President, Enterprise Data Governance Office at American Express

Jennifer Curtiss

Vice President, Enterprise Data Governance Office
American Express

10:50 - 11:20 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.

Roundtable Topics and Moderators:

1. How Can a Reference Data Utility Simplify Your Regulatory Challenges?
Joseph Turso, Vice President, Product Management, SmartStream/The SmartStream Reference Data Utility
2. Maximizing Return on Data Investments Through Analytics as a Shared Service

Mark Marinelli, Chief Technology Officer, Lavastorm
3. Achieving Data Accuracy for Compliance and Regulatory Reporting
Matt McGarry, Vice President, North American Sales, Experian Data Quality
4.FIMA 2017 Benchmarking Survey
5.Juggling for Data Managers: Handling Multiple Simultaneous Compliance Demands
Ian Rowlands, Vice President, Product Management, ASG
6.Adaptive Information for Financial Reporting and Compliance
Rob O'Brien, Director, Strategic Accounts and Financial Services, Paxata
7.Streamlining Data Issue Management and BCBS 239 to Remediate Critical Issues
Sandesh Gawande, Chief Technology Officer-iCEDQ, Torana, Inc.
8.Addressing Data Integration Challenges for Risk and Regulations
Joseph Ohayon, Chief Executive Officer, OTCFin
Ian Rowlands, Vice President, Product Management at ASG

Ian Rowlands

Vice President, Product Management
ASG

Joseph Turso, Vice President, Product Management at SmartStream/The SmartStream Reference Data Utility

Joseph Turso

Vice President, Product Management
SmartStream/The SmartStream Reference Data Utility

Rob O'Brien, Director, Strategic Accounts and Financial Services at Paxata

Rob O'Brien

Director, Strategic Accounts and Financial Services
Paxata

Matt McGarry, Vice President, North American Sales at Experian Data Quality

Matt McGarry

Vice President, North American Sales
Experian Data Quality

Mark Marinelli, Chief Technology Officer at Lavastorm

Mark Marinelli

Chief Technology Officer
Lavastorm

Sandesh Gawande, Chief Technology Officer-iCEDQ at Torana, Inc.

Sandesh Gawande

Chief Technology Officer-iCEDQ
Torana, Inc.

12:55 - 13:55 Lunch For All Attendees

General Session

13:55 - 14:30 Panel Discussion | Proactive Approaches to Managing the Escalating Costs of Market Data
There is a palpable frustration with index and ratings agency providers across the industry. Fees are increasing and little is being done to rationalize the environment. What can be done to address these rising costs and frustrations?
Panelists will discuss:
• How firms are thinking about market data currently and how they are communicating with vendors
• How to get a handle on internal market data usage and consumption
• How to collect and streamline data collection for increased efficiency

Mary Langevin, Executive Director, US Head of Market Data Commercials, Market Data Services at Nomura

Mary Langevin

Executive Director, US Head of Market Data Commercials, Market Data Services
Nomura

Douglas Taylor, Managing Partner at Burton-Taylor International

Douglas Taylor

Managing Partner
Burton-Taylor International

Creative Boardroom 1A

13:55 - 14:30 Implementing a Data Management Strategy from the Bottom Up
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.

• Find out best practices for implementing an enterprise data strategy
• Strategies for business buy-in
• Ongoing monitoring and iterative refinement of the program

Sanjay Bery, Managing Director, Data Governance & Data Stewardship at Teachers Insurance & Annuity Association

Sanjay Bery

Managing Director, Data Governance & Data Stewardship
Teachers Insurance & Annuity Association

Creative Boardroom 2A

13:55 - 14:30 Streamlining Processes and Analyzing Data for Consistency, Completeness and Accuracy
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.

• Steps for assessing existing processes
• Key considerations from an enterprise wide perspective
• The role of governance and quality in clean analytics

Yagmur Kanbas-Campbell, Internal Audit Director, Data Governance & CCAR Data /Technology at Citi

Yagmur Kanbas-Campbell

Internal Audit Director, Data Governance & CCAR Data /Technology
Citi

General Session

14:30 - 14:35 Panel Discussion | Proactive Approaches to Managing the Escalating Costs of Market Data
There is a palpable frustration with index and ratings agency providers across the industry. Fees are increasing and little is being done to rationalize the environment. What can be done to address these rising costs and frustrations?
Panelists will discuss:
• How firms are thinking about market data currently and how they are communicating with vendors
• How to get a handle on internal market data usage and consumption
• How to collect and streamline data collection for increased efficiency

Mary Langevin, Executive Director, US Head of Market Data Commercials, Market Data Services at Nomura

Mary Langevin

Executive Director, US Head of Market Data Commercials, Market Data Services
Nomura

Douglas Taylor, Managing Partner at Burton-Taylor International

Douglas Taylor

Managing Partner
Burton-Taylor International

Creative Boardroom 1B

14:30 - 14:35 Elevating the Data Program without a CDO
This interactive format has been designed to help you problem solve with your peers in an all new format. 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.

• How to evangelize data day in and day out
• Identifying senior level advocates to drum up support
• Driving a grassroots program in the absence of a top down directive to have authority to find additional insights

Jeb Avery, Director, Investment Data Management at Janus Capital Group

Jeb Avery

Director, Investment Data Management
Janus Capital Group

Creative Boardroom 2B

14:30 - 14:35 The Promises of Machine Learning and Artificial Intelligence
This interactive format has been designed to help you problem solve with your peers in an all new format. 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.

• How to manage the cultural shift to move machine learning and AI out of data science groups and into the business
• How to deploy machine learning technology and practicalities to overcome
• Lessons learned and next steps from current industry pilots

David Newman, Senior Vice President, Strategic Planning Manager, Innovation Group at WellsFargo

David Newman

Senior Vice President, Strategic Planning Manager, Innovation Group
WellsFargo

General Session

14:35 - 14:55 Case Study | Building the Data Management Talent Pipeline
From Boston to Calgary to Los Angeles the industry is scrambling to identify and hire the right talent to drive forward data management activities. While some financial institutions are creating innovation labs and casual offices to attract young tech talent, others are taking matters into their own hands to proactively build a data management talent pipeline. This is the story of how one firm:
• Partnered with a university to access new talent
• Designed customized university courses to support new analytics and cloud strategies
• Recruited new talent directly from existing university programs to balance staffing needs

Gopal Subramanian, Senior Vice President, Data Engineering at Fidelity Investmests

Gopal Subramanian

Senior Vice President, Data Engineering
Fidelity Investmests

Creative Boardroom 1B

14:35 - 14:55 Elevating the Data Program without a CDO
This interactive format has been designed to help you problem solve with your peers in an all new format. 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.

• How to evangelize data day in and day out
• Identifying senior level advocates to drum up support
• Driving a grassroots program in the absence of a top down directive to have authority to find additional insights

Jeb Avery, Director, Investment Data Management at Janus Capital Group

Jeb Avery

Director, Investment Data Management
Janus Capital Group

Creative Boardroom 2B

14:35 - 14:55 The Promises of Machine Learning and Artificial Intelligence
This interactive format has been designed to help you problem solve with your peers in an all new format. 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.

• How to manage the cultural shift to move machine learning and AI out of data science groups and into the business
• How to deploy machine learning technology and practicalities to overcome
• Lessons learned and next steps from current industry pilots

David Newman, Senior Vice President, Strategic Planning Manager, Innovation Group at WellsFargo

David Newman

Senior Vice President, Strategic Planning Manager, Innovation Group
WellsFargo

General Session

14:55 - 15:10 Case Study Revolution | Tackling the Talent Challenge

Creative Boardroom 1B

14:55 - 15:10 Elevating the Data Program without a CDO
This interactive format has been designed to help you problem solve with your peers in an all new format. 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.

• How to evangelize data day in and day out
• Identifying senior level advocates to drum up support
• Driving a grassroots program in the absence of a top down directive to have authority to find additional insights

Jeb Avery, Director, Investment Data Management at Janus Capital Group

Jeb Avery

Director, Investment Data Management
Janus Capital Group

Creative Boardroom 2B

14:55 - 15:10 The Promises of Machine Learning and Artificial Intelligence
This interactive format has been designed to help you problem solve with your peers in an all new format. 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.

• How to manage the cultural shift to move machine learning and AI out of data science groups and into the business
• How to deploy machine learning technology and practicalities to overcome
• Lessons learned and next steps from current industry pilots

David Newman, Senior Vice President, Strategic Planning Manager, Innovation Group at WellsFargo

David Newman

Senior Vice President, Strategic Planning Manager, Innovation Group
WellsFargo

15:10 - 15:40 Refreshment Break & Networking Opportunity

1. How Can a Reference Data Utility Simplify Your Regulatory Challenges?
Joseph Turso, Vice President, Product Management, SmartStream/The SmartStream Reference Data Utility
2. Maximizing Return on Data Investments Through Analytics as a Shared Service
Mark Marinelli, Chief Technology Officer, Lavastorm
3. Achieving Data Accuracy for Compliance and Regulatory Reporting
Matt McGarry, Vice President, North American Sales, Experian Data Quality
4.FIMA 2017 Benchmarking Survey
5.Juggling for Data Managers: Handling Multiple Simultaneous Compliance Demands
Ian Rowlands, Vice President, Product Management, ASG
6.Adaptive Information for Financial Reporting and Compliance
Rob O'Brien, Director, Strategic Accounts and Financial Services, Paxata
7.Streamlining Data Issue Management and BCBS 239 to Remediate Critical Issues
Sandesh Gawande, Chief Technology Officer-iCEDQ, Torana, Inc.
8.Addressing Data Integration Challenges For Risk and Regulations
Joseph Ohayon, Chief Executive Officer, OTCFin
Ian Rowlands, Vice President, Product Management at ASG

Ian Rowlands

Vice President, Product Management
ASG

Joseph Turso, Vice President, Product Management at SmartStream/The SmartStream Reference Data Utility

Joseph Turso

Vice President, Product Management
SmartStream/The SmartStream Reference Data Utility

Rob O'Brien, Director, Strategic Accounts and Financial Services at Paxata

Rob O'Brien

Director, Strategic Accounts and Financial Services
Paxata

Matt McGarry, Vice President, North American Sales at Experian Data Quality

Matt McGarry

Vice President, North American Sales
Experian Data Quality

Mark Marinelli, Chief Technology Officer at Lavastorm

Mark Marinelli

Chief Technology Officer
Lavastorm

Sandesh Gawande, Chief Technology Officer-iCEDQ at Torana, Inc.

Sandesh Gawande

Chief Technology Officer-iCEDQ
Torana, Inc.

17:15 - 18:15 Around the World Wine Tasting & The Official Opening Of The Data Management Café

The Data Management Café is your “home base” for next two days. This is where you’ll enjoy bottomless coffee, soft drinks and snacks; learn about the latest data management technology; and catch up with colleagues and peers! During this reception, sample wines from around the globe, and enjoy tasty appetizers. Visit each region to get your passport stamped, and turn it in for a chance to win a bottle of one of our delicious tasting wines!

18:15 - 23:59 End Of Day One