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
09:05 - 09:20 Chairperson’s Welcome and Opening Remarks
09:20 - 10:00 Panel Discussion | Mapping Solutions to Problems at Every Stage in Data Management
Moderator:
Dessa Glasser Formerly, Chief Data Officer JP Morgan Asset Management
Speakers:
Rise Zaiser Chief Data Officer, Americas Division SMBC
Jodi Morton VP, Single Family Data Governance and Management Freddie Mac
Denise Letcher Executive Vice President & Chief Data Officer PNC Financial Services Group
John R. Adamo Vice President, Data Governance & Solutions Prudential Financial
Alex Golbin Global Head of Data Services BlackRock
Dessa Glasser Formerly, Chief Data Officer JP Morgan Asset Management
Speakers:
Rise Zaiser Chief Data Officer, Americas Division SMBC
Jodi Morton VP, Single Family Data Governance and Management Freddie Mac
Denise Letcher Executive Vice President & Chief Data Officer PNC Financial Services Group
John R. Adamo Vice President, Data Governance & Solutions Prudential Financial
Alex Golbin Global Head of Data Services BlackRock
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
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
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
Takeda Pharmaceuticals International Co.
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 InstituteTakeda Pharmaceuticals International Co.
10:20 - 10:50 Panel Discussion | Maturing Data Governance to Drive the Business Forward
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
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
10:50 - 11:20 Refreshment Break & Networking Opportunity
11:20 - 12:55 Kickoff of Interactive Roundtables
Speakers:
Ian Rowlands Vice President, Product Management ASG
Joseph Turso Vice President, Product Management SmartStream/The SmartStream Reference Data Utility
Rob O'Brien Director, Strategic Accounts and Financial Services Paxata
Matt McGarry Vice President, North American Sales Experian Data Quality
Mark Marinelli Chief Technology Officer Lavastorm
Sandesh Gawande Chief Technology Officer-iCEDQ Torana, Inc.
Ian Rowlands Vice President, Product Management ASG
Joseph Turso Vice President, Product Management SmartStream/The SmartStream Reference Data Utility
Rob O'Brien Director, Strategic Accounts and Financial Services Paxata
Matt McGarry Vice President, North American Sales Experian Data Quality
Mark Marinelli Chief Technology Officer Lavastorm
Sandesh Gawande Chief Technology Officer-iCEDQ Torana, Inc.
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
SmartStream/The SmartStream Reference Data Utility
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
Joseph Turso
Vice President, Product ManagementSmartStream/The SmartStream Reference Data Utility
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
Nomura
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 ServicesNomura
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
Teachers Insurance & Annuity Association
• 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 StewardshipTeachers 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
Citi
• 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 /TechnologyCiti
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
Nomura
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 ServicesNomura
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
• 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
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
• 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
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
• 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
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
• 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
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
• 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
General Session
14:55 - 15:10 Case Study Revolution | Tackling the Talent ChallengeCreative 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
• 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
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
• 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
15:10 - 15:40 Refreshment Break & Networking Opportunity
15:40 - 17:15 Continuation of Interactive Roundtables (Final Rotations)
Speakers:
Ian Rowlands Vice President, Product Management ASG
Joseph Turso Vice President, Product Management SmartStream/The SmartStream Reference Data Utility
Rob O'Brien Director, Strategic Accounts and Financial Services Paxata
Matt McGarry Vice President, North American Sales Experian Data Quality
Mark Marinelli Chief Technology Officer Lavastorm
Sandesh Gawande Chief Technology Officer-iCEDQ Torana, Inc.
Ian Rowlands Vice President, Product Management ASG
Joseph Turso Vice President, Product Management SmartStream/The SmartStream Reference Data Utility
Rob O'Brien Director, Strategic Accounts and Financial Services Paxata
Matt McGarry Vice President, North American Sales Experian Data Quality
Mark Marinelli Chief Technology Officer Lavastorm
Sandesh Gawande Chief Technology Officer-iCEDQ Torana, Inc.
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
SmartStream/The SmartStream Reference Data Utility
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
Joseph Turso
Vice President, Product ManagementSmartStream/The SmartStream Reference Data Utility
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!