Data Management Operations to Add Value and Meet Regulatory Obligations

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Executive sponsorship varies vastly across the industry. Many are still making a case for data, and even after gaining buy in, there is a need to constantly keep senior leadership engaged. How can you ensure you have the ear of and continue to be heard by senior leadership? How do you get your organization to change to see data management as a value added activity?
Find out how to:
• Give and receive ongoing support to senior leadership
• Create a case for global data management initiatives that require heavy investment and time before benefits can be reaped
• Position data as a business asset and allow each line of business to contribute and consume it

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At a time when regulators are taking an increased interest in data issues across the industry, it has become clear that data management capabilities vary vastly from firm to firm. For the first time, The EDM Council is scouring the globe to gauge data management implementation across the industry. Over 300 firms including investment banks, commercial banks, insurance companies, consumer banks and asset managers will reveal the ins and out of their data management implementation from strategy to data quality mechanisms to serve as a baseline to measure the effectiveness of data management programs.
Find out:
• The state of data management capabilities across the financial industry
• How to benchmark your firm against the industry
• The next key areas for data management growth and development

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Good governance is key to good data. Furthermore, regulatory reporting is putting immense pressures on firms to establish and refine data governance. How do you do data governance so it is valuable to your organization? What works best to demonstrate due diligence and where have there been failures? What sorts of data governance activities have made an impact on bottom lines?
Find out how to:
• Define a governance structure and determine workflows around it
• Determine how often to manage data governance and how to measure the results of governance efforts through quantitative metrics
• Strike a balance between different groups and what is important to them to meet big picture goals

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CCAR is not just for the biggest financial institutions. The fundamental principals help to evaluate capital planning processes and adequacy. One innovative data management executive took a controversial approach to ticking the boxes for CCAR. The Head of Data Management at Bank of the West will demonstrate how to aggressively centralize data while building in processes to ensure data quality.
Find out how to:
• Create project teams to source and centralize data
• Establish and implement standards to ensure the quality of data as it moves through the organization
• Work closely with internal clients and regulators to ensure success

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The past few years have seen huge increases in the demand for data. Data management heads are now tasked with processing it faster and making it more available to be used strategically in all business decisions. How can you ensure you’re delivering maximum value to your organization through your data management program? How do you link your efforts directly to business strategies to add value?
Gain lessons learned to help you:
• Provide services to make data useable in the day-to-day
• Elevate data management to impact and improve productivity
• Use metrics to show how data quality can improve
• Harness data and get value from it for clients as a value prop

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At the onset of starting up or revitalizing data management, what can you do to ensure your program will be impactful and sustainable? What does a 3 year plan look like? Scott Sovine joined Parametric one year ago to the run the Project Management Office and recently taken on the formal build out of the Data Management Office. Find out how he is determining the biggest value ads and creating incremental changes without losing focus.
Gain lessons learned to help you:
• Establish a data council, define roles and build out team to carry out governance, architecture and analytics
• Build a taxonomy and vocabulary that will be common across the organization
• Create stewardship roles at a slower pace to avoid pushback from internal groups

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Metadata is a foundational component of every robust data management program. Shared business context for data and flows of data throughout the environment are critical to supporting operational and analytics purposes. Find out:
• How data governance can use metadata to support everyday practices
• Methods to scope, get started and determine how and when to expand
• Key considerations for tool selection
• How to identify ways to populate and maintain metadata content

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Let’s face it, one size does not fit all across the industry. Many small and mid sized firms are at the starting gates of getting a data management program off the ground and many questions remain unanswered. How do you establish a data management program to suit the needs of your business? How do you scale it up as you grow and data management matures?
Panelists will address how to:
• Meet the needs of your business without adding unnecessary headcount
• Establish data governance structures and determine workflows in the absence of a CDO
• Define the size and scope of data management and data governance

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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 30 minutes

Roundtable Discussions:

1. Getting Buy-In to Set an Overall Strategy and Drive Value for the Organization
Gopal Subramanian, Senior Vice President, Fidelity Investments

2. The Pod Approach to Accelerate Data Centralization
Cara Dailey, Senior Vice President, Chief Data Officer, Bank of the West

3. Bringing Value to the Business Through Data Management Activities
Alicia Barco, Vice President, Enterprise Data Management, Workers Compensation Insurance Rating Bureau of California (Inc.)

4. Building Data Management at a Steady Pace
Scott Sovine, Director, Data and Project Management, Parametric

5. Leveraging Metadata to Facilitate Data Governance
Robyn Lussier, Data Governance Senior Manager, Capital Group

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Financial institutions now incorporate social media into the fabric and workflow of the everyday research process. Discover what opportunities are available to leverage Twitter data within your organization.
Hear Twitter provide the latest insights on:
• How to identify critical market moving events using Twitter data
• How public companies are embracing social data as means for public dissemination
• Understanding consumer behaviors and macroeconomic variable data extracted from the Twitter firehose
• Measuring public perception and market sentiment to predict market performance based on aggregate Twitter conversation

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There is inherent business value in having data with integrity and improved data quality in any organization generates better business decisions. How do you determine the rules around data quality? How do you define KPIs and metrics around reporting?
Data quality experts will discuss:
• How can processes be automated to reduce costs and benefit in better reporting and data quality?
• How are data quality activities judged and managed when there are diverse divisions?
• How are business processes being improved to ensure data quality up front when it is captured?

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Join us on the Aragon Lawn to soak up the California sunshine, sip margaritas and sample Mexican street foods. Relax and unwind with your peers after a busy day of sessions, panels and roundtable discussions. Share ideas off-line with peers, network with others who share your same challenges and discuss key takeaways to implement when you begin 2016.