Data Management Boot Camp and Setting Executive Vision

In this all-new networking session, we will display a series of pain points on the screen, and you’ll have to determine which your most pressing business matter is for 2016 and find others who also share that pain point. You’ll have 15 minutes to chat with others in your group before a new group of challenges is displayed. This is an exciting way for you to meet other FIMA West attendees who share the same challenges, make new connections, and collaborate on new ways to solve them.

As data becomes a top priority for every financial institution, what is the best approach to leverage data as a service across the organization? How can you make the most of the data available to have a more holistic view of the customer and your business with them? Brady Cole, Head of Wholesale Information Services, Wells Fargo has bridged the gap in a division of 30,000 to help groups connect to better understand the customer.
Find out how to:
• Build out infrastructure to support the flow of data
• Create models to get the detailed information required by regulation and risk
• Accelerate the delivery of detailed information to decision support systems used by the entire team

---

Data is quickly moving up the ranks to be a top priority for all financial institutions. As data grows in influence, so does the need for a CDO office to establish and execute a data management strategy to safeguard the organization against risks, meet reporting obligations and drive value for the organization.
Joe Hanssen and Andrew Salesky will discuss:
• How to define a model for the CDO office that will support the organization
• The latest methods used to enable speed to insight at the global level
• Identifying where there are new opportunities to exploit the potential of data

---

---

Financial institutions are faced with multifaceted challenges, from regulatory requirements to risk and compliance. In a rapidly changing landscape, financial institutions must look at the next generation of data and risk management. Semantic work is the next level of data management and it is critical to getting the data right. How can you link data from different sources based on business semantics? How can you establish ontologies and common meaning for data harmonization?
Find out how FIBO can help you to:
• Semantically define and process data related to the structure and relationships associated with business entities, equities, securities, derivatives and more
• Address risk and regulatory obligations, including BCBS-239 risk data aggregation principles
• Use semantic technology to describe business concepts and financial contracts

---

Banks were guilty of horrendous data practices leading up to the financial crisis. As we move forward, stress tests have made huge changes to how banks keep data and how they’re expected to use and know it. Nancy Wallace Chairs the Model Validation Council for the Federal Reserve System and she is working to build models that link data sets together and better understand new housing price indices which are critical for all valuation as part of the stress tests.
Nancy will discuss:
• The evolutions in housing pricing and new data linkages
• Building systems to manage and hold data from an ontological approach
• New methods to understand contracting structures more visibly

---

Be sure to join these interactive roundtable sessions and take a deep dive into the specific areas you came to discuss. Opportunities to sit and learn from data management and data governance executives like these do not exist elsewhere. Take control of your own event experience. Don’t be shy! Ask questions (or answer them!) of other conference attendees who are dealing with the same challenges as you.
• Network with industry peers with very similar challenges, interests and responsibilities
• Take a deep dive into a niche topic in an intimate and informal setting moderated by a subject matter expert
• Don’t miss out on the discussions you want to participate in—you’ll get to select a new topic after 40 minutes

Roundtable Discussions:

1. 1. Establishing Shared Meaning of Data for a Holistic Customer View
Brady Cole, Head of Wholesale Information Services, Wells Fargo

2. FIBO Unpacked –The Next Generation Data Standard for the Financial Industry
David Newman, Senior Vice President, Strategic Planning Manager, Innovation Group, Wells Fargo

3. Developing Data Models to Meet DFAST and CCAR Stress Tests
Nancy Wallace, Co-Chair, Fisher Center for Real Estate and Urban Economics, Professor of Real Estate, Haas School of Business, University of California Berkeley

4. Beating the Game of Whac-a-Mole: Meeting Global Regulatory Requirements in a Shifting Landscape
Manjeev Kumar, Global FATCA, Regulatory & Compliance Program, Deutsche Bank

5. Making the Most of Business Intelligence to Inform Decision Making
Art Crosby, Director, Sapient Global Markets

---

---

---

---

---

After a busy day of interactive boot camp sessions, panels, presentations and roundtable discussion groups relax with fellow speakers and attendees. Take advantage of the opportunity to network, share ideas off-line and check out new products and services from innovative data management solutions providers.