FIMA US 2017 (past event)

May 08 - 10, 2017

The Westin Copley Place, Boston, MA

Contact Us: 1-888-482-6012

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

Joseph Turso


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

Check out the incredible speaker line-up to see who will be joining Joseph.

Download The Latest Agenda

Harnessing Technologies and Developing Solid Foundations for Data Management

Thursday, September 7th, 2017


11:20 Kickoff of Interactive Roundtables

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

15:40 Continuation of Interactive Roundtables (Final Rotations)

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

Mastering Data Strategy and Data Quality to Remain Competitive

Saturday, October 7th, 2017


11:55 Panel Discussion |Utilities and Beyond, How and Where Industry is Partnering at the Consortia Level

Across the industry firms are spending huge sums individually and utilities offer the opportunity for rationalization across firms. The appetite for utilities is on the rise and asset managers are beginning to look to the opportunities following the pioneering investment banks. What have we learned so far? Are utilities a way to band together to find rationalizations in the face of disruptions? Who bears the burden of risk and cost if there is a mistake? What is happening on the outsourcing side?
Panelists will discuss:
• Projections on savings and improvements to be made
• How to make sure you have the right technology in place that’s scaleable
• Overview of barriers to entry with utilities and how the model will become a reality