Conference Sessions - September 24, 2013
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Welcome |
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Tuesday |
KEYNOTE: Guiding Principles for Sustainable Data Governance Michael Atkin, Managing Director, EDM Council Data management starts and ends with governance. Governance is built upon a foundation of collaboration based on sustainable data policy and implemented as an organizational mandate. Without an effective data governance process, it is impossible to achieve data accuracy, comparability and consistency across the organization. This session will put the concept of data governance into context, set out the guiding principles for sustainable data governance in financial services and define the key roles and responsibilities associated with data management in federated environments. We will look at the key to defining and implementing effective data policies and focus on the requirements for managing a standards-based infrastructure needed to ensure data quality. |
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Tuesday |
KEYNOTE: Building Confidence in Big Data with Information Integration and Governance David Corrigan, Director, Product Marketing - InfoSphere, IBM Software Group Confidence is fundamentally important for success with big data and analytics. Without confidence in the underlying data, decision makers may not trust and act on analytic insight. Within the expanding and more complex world of big data, gaining confidence is even more challenging than it was in the past. Integration and governance technology has evolved to deliver confidence in big data. Leading organizations have already leveraged their integration and governance technology to harness the power of big data. New innovations in integration and governance deliver context for big data, provide agile governance with automatic protection of big data, and ingest data from both traditional internal sources and new, external sources in an agile manner. Learn how your existing integration and governance investments, combined with the latest innovations in integration and governance, are a springboard to success with big data use cases that unlock valuable new insights. Hear how leading organizations have evolved integration and governance to be more agile in the era of big data, and how they have established the necessary confidence to act on big data insights. |
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| 10:30 - 11:15 CONCURRENT SESSIONS | |||||||||||||||||
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Mapping Data Governance Policies to Business Processes: Using Business Process Management to Align the Producers and Consumers of Data Sunil Soares, Founder and Managing Partner, Information Asset Business Process Management (BPM) and Data Governance are beginning to converge. The following will be discussed:
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10 Lessons Learned from Implementing Basel Data Governance Greg Williamson, Senior Audit Manager, U.S. Bank Large Financial Institutions have been implementing Basel requirements for stress testing, capital management and risk management over the past few years. One of the major hurdles to implementing Basel is the amount of detailed data required for modeling, calculations and reporting. Both project teams and auditors have been challenged by the need to improve the quality of Basel data governance. This presentation focuses on 10 lessons learned during the implementation Basel at a large financial institution. These lessons include implementing "three lines of defense," documenting data flows across the organization, implementing controls over non-financial data, and creating an effective data management policy. |
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| 11:30 - 12:00 DG SOLUTIONS | |||||||||||||||||
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All Data Elements Are Not Created Equal Stan Christiaens, Co-founder and Operational Director, Collibra Predrag Dizdarevic, Managing Partner, Element 22 One of the early signs that any firm is starting to seriously treat data as an asset is recognition that some data elements are more important than others. In other words, some data elements are critical to the business of the firm and some are not. There is a combination of regulatory requirements and business needs that has to be taken into consideration in the selection and prioritization of Critical Data Elements (CDEs). Data elements that are critical need special attention. They need to be properly defined including:
It is important to establish proper governance of Critical Data Elements with roles, responsibilities, workflows, and data quality metrics. Collibra and element22 will introduce a joint offering that helps firms select, define and govern CDEs effectively. In this session we will present how element22's methodology and packaged consulting services that utilize Collibra’s Data Governance Center to define and manage definitions, lineage and governance of CDEs. The offering delivers:
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| 11:30 - 12:00 DG SOLUTIONS | |||||||||||||||||
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Accelerating CCAR, Dodd-Frank, & Basel III Compliance Initiatives with Information Governance Ken Pierce, Sr. Director of Global Information Management Solutions, SAP The Comprehensive Capital Analysis and Review (CCAR), Dodd-Frank Act (DFA), and the proposed Basel III regulations are tools the Federal Reserve (FRB) uses to ensure Financial Services organizations have capital planning processes to account for their unique risks, and sufficient capital to continue operations throughout times of financial stress. Complying with these ever increasing regulatory processes is costly and cumbersome. Learn how Financial Services organizations can leverage Information Governance to accelerate compliance reporting, reduce compliance program costs, and better manage business risk. During this session we will discuss the following:
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| 12:10 - 12:40 DG SOLUTIONS | |||||||||||||||||
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Live and In Action: Integrating and Governing Big Data David Corrigan, Director, Product Marketing - InfoSphere, IBM Software Group See Information Integration and Governance in action as it builds confidence in big data. In the era of big data, organizations are struggling with Information Confidence - the ability to make big data trusted and protected before they act on insight. Information Integration and Governance technology has evolved to handle the big data challenge - to provide in-context trusted data, to protect a variety of big data sources, and to deliver agile and right-sized governance as part of big data projects and technologies. In this session you'll see Information Integration and Governance capabilities and engage in a deep dive discussion on the realities of integrating and governing big data. You'll also hear how successful organizations got started with integrating and governing big data, the most typical use cases and tips and tricks on raising information confidence, and how an Information Governance strategy needs to evolve for the realities of big data. |
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Governing Complex Data Landscapes Arka Mukherjee, Founder and CEO, Global IDs Financial institutions with large & complex data landscapes often have difficulty understanding how to systematically govern their data assets. This presentation describes a step -by-step methodology for understanding, integrating and governing complex data landscapes using software automation. |
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| 1:45 - 2:30 CONCURRENT SESSIONS | |||||||||||||||||
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Governance Supporting Financial Research and Data Standards Linda Powell, Chief Business Officer, Office of Financial Research As reliance on data increases so does the need for data governance. Although there are elements of data governance common to all organizations that use data there are additional governance elements necessary for the research process. In addition to needing high quality timely data for current analysis, the research process requires historical and vintage data to allow for time series, cross-sectional, and panel analysis. Industry-wide data standards augment firm level data governance by improving data quality, usability, and comparability. This presentation discusses the aspects of data governance that help to support financial economic analysis. It also discusses the OFR’s initiatives to help support financial industry data standards including an update on the Legal Entity Identifier (LEI) and incorporating the LEI in the mortgage industry standards to improve transparency in loan products and complex financial instruments. |
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Preventing Accidents and Mayhem: A Practical Business Led Approach to Implementing Data and Process Governance Michael Nicosia, VP, F&A Strategy and Data & Process Governance, TIAA-CREF Today’s companies, especially those in the financial services industry, struggle with a variety challenges such as managing large complex data sets, finding new ways to continually improve and scale processes effectively and increased regulatory scrutiny which requires more transparency into end-to-end data management practices. The sheer complexity of these and other challenges coupled with the scope and impact of the potential change puts more pressure on how an organization manages their data and processes. So, the question is… is there a different approach to governance that will help us effectively address these challenges”? The answer is Yes! It turns out that by implementing some simple “rules of the road” around governance and having the business take accountability for the data and processes can significantly improve an organizations capability to effectively manage their data and processes – in essence changing the governance paradigm. |
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| 2:45 - 3:30 CONCURRENT SESSIONS | |||||||||||||||||
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Data Governance Implementation at Standard and Poor's Kevin Shannon, VP and Global Head of Data Stewardship, Standard and Poor's This session is a case study of how data governance has been implemented and matured in S&P by their Data Strategy and Operations organization. Topics:
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Lessons Learned in Data Governance Execution in Financial Services Xiu-hua McGovern, Data Quality Management and Governance Executive, Bank of America Bill Wagner, Data Management Executive, Bank of America Implementing good data management requires a sound strategy, a clear roadmap, a multi-generational plan, and a strong commitment from management. This session will focus on the experience gained and the best practices learned in executing the Bank of America Consumer Bank Data Management Program. Topics:
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| 3:45
- 4:45 KEYNOTE |
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KEYNOTE PANEL: TIPS FROM THE TRENCHES - Effective Methods to Address Data Governance Challenges in the Financial Sector MODERATOR: Malcolm Chisholm, President, AskGet Inc. PANELISTS: Michele Koch, Director, Enterprise Data Management, Sallie Mae Linda Powell, Chief Business Officer, Office of Financial Research Harold Finkel, Head of Business Data Management, TIAA-CREF Kevin Shannon, VP and Global Head of Data Stewardship, Standard and Poor's This keynote panel will address the unique and demanding challenges that the financial sector faces with implementing data governance. Topics include:
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