Conference Speakers

 

Michael Atkin Michael Atkin
Managing Director
EDM Council

Michael Atkin is a professional facilitator and has been a financial information industry advocate for over 25 years. He is currently the Managing Director for the Enterprise Data Management Council. Mike is an active participant in industry initiatives, provides consultation to global market authorities on the data implications of financial regulatory reform and is recognized as an expert in reference data strategy, governance, data quality and standards.

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Christophe Barriolade Christophe Barriolade
President and CEO
Orchestra Networks

Christophe Barriolade is President and CEO of Orchestra Networks, a leading and independent data management software vendor. Orchestra Networks’ data management software, EBX5, is a single solution to manage, govern and share any data assets.  Large organizations use EBX5 as a cohesive enterprise platform for data governance, metadata management, and master/reference data management.  He co-founded Orchestra Networks in 2000 and has helped develop what is becoming one of most recognizable pure-play data management brands in today’s market.

Responsible for the direction and strategy of the company, Barriolade brings significant insight into enterprise data governance  and data management requirements and challenges, shared from his working relationships with some of the world’s largest corporations.

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Brian Berness Brian Berness
VP OCDO Regulatory Management
TD Bank

Brian Berness is a Senior Manager responsible for Regulatory and Risk Management for the US Chief Data Office of TD Bank. Brian works closely with the OCDO and businesses in providing guidance on regulatory expectations and best practices for risk management as it pertains to data governance, quality, vendor management, data innovation and others to TD in the United States and in Canada. Brian has spent nearly two decades in legal, compliance and risk roles in the financial services industry both inside business lines and in second line of defense functions. Brian has a BA from Rutgers College and a JD from Seton Hall University School of Law and is a licensed attorney in NY and NJ.

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Oren Borenstein Oren Borenstein
Director
TD Ameritrade

Oren Borenstein is Director at TD Ameritrade where he has been helping individual investors pursue their financial goals for over 4 years. Accountable for Enterprise Data Management and currently tasked with implementing Data Governance firm-wide, Oren has focused the last year on implementing a Data Governance authority, instituting Data Governance policies and establishing Data Governance capabilities. Prior to joining TD Ameritrade, Oren held diverse IT Data-centric roles including the better part of a decade as a management consultant, focused on Data & Information Management for top-tier institutions. Oren has a BS in Information Technology from The University of Phoenix, a MS in Finance and an MBA from Indiana University. 

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Malcolm Chisholm Malcolm Chisholm
Chief Innovator Officer
First San Francisco Partners

Malcolm Chisholm has over 25 years of experience in data management and has worked in a variety of sectors including finance, insurance, manufacturing, government, defense and intelligence, pharmaceuticals, and retail. He is Chief innovation Officer with First San Francisco Partners where he specializes in data governance, master data management, metadata engineering, business rules management/execution, data architecture and design, and the organization of Enterprise Information Management.

Malcolm is a well-known presenter at conferences in the US and Europe, writes columns in trade journals, and has authored the books "Managing Reference Data in Enterprise Databases," "How to Build a Business Rules Engine," and "Definitions in Information Management." He holds an M.A. from the University of Oxford and a Ph.D. from the University of Bristol.

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Conrad Chuang Conrad Chuang
Director, Solutions Strategy
Orchestra Networks

Conrad Chuang is Director of Solutions Strategy at Orchestra Networks where he is responsible for
defining and positioning the company’s industry-aligned solutions for Data Governance, Master
Data Management, and Reference Data Management in Financial Services. Mr. Chuang is a
frequent speaker at industry conferences and events where he brings significant insight into the
data governance and data management challenges facing the industry today based on his working
relationships with firms spanning banking, brokerage, alternative investment management, and
other Financial Services sectors. He received his BS in Economics and Masters of Arts in
International Commerce & Policy from George Mason University, followed by his MBA in High Tech
Marketing & Finance from Babson College’s Franklin W. Olin Graduate School of Business.

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Charles Corbezzolo Charles Corbezzolo
VP US OCDO Data Adherence
TD Bank

Charles Corbezzolo is a Senior Manager responsible for Data Adherence within the U.S. Chief Data Office of TD Bank. Charles is responsible for ensuring the quantitative proof of adherence to all enterprise standards within the United States, manages the RCSA process and acts as the single point of contact and coordinates all audits, internal or external. Charles has spent has over 20 years of experience in the financial services industry serving in roles from trading to process improvement, with the past 8 years in regulatory compliance. Charles is a Certified Regulatory Compliance Manager (CRCM) and has a BS from Rider University, MS in Business Administration from Central Michigan University and an MS in Organizational Dynamics from the University of Pennsylvania.

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Josh Cuozzo Josh Cuozzo
Data Governance Senior Manager
The Vanguard Group, Inc.

Josh Cuozzo, Data Governance Senior Manager, The Vanguard Group, Inc. leads a team that supports Human Resources, Retail, Institutional, and Advisory Client groups.  In addition to his leadership work with these domains, Josh oversees the data governance program communications, metrics and training initiatives.

Josh began his career at Vanguard in 2000 working in the Retail business and then moved throughout Finance, Corporate, and Legal divisions leading process improvement, operations, and data/technology initiatives.  Prior to joining the Enterprise Data Governance Program in 2013, Josh managed the Legal Regulatory Filings Team with oversight of prospectus production and filings to federal and state regulators.  In addition to his bachelor’s degree, Josh holds a Masters in Information Science as well as an MBA from Penn State and is a Certified Six Sigma Black Belt.

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Barbara Deemer Barbara Deemer
VP Financial Systems
Navient

Barbara Deemer has recently assumed the role of VP of Financial Systems and has retained her responsibilities as Chief Data Steward at Navient. In that role she leads the Data Governance Council which is comprised of representatives from all Lines of Business. Barbara has 30 years of experience in the Accounting, Finance and Servicing areas. She was the Controller of the Company from 2000 to 2003 until she took an extended leave of absence. She returned to Sallie Mae in 2005 to work on data improvement projects and is now in her current role at Navient focusing on Data Governance and Data Quality and managing the Financial Systems for the corporation.

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Doug Ellis Doug Ellis
Director of Worldwide Presales
Datawatch

Doug Ellis is the Director of Worldwide Presales for Datawatch. He brings more than 25 years of technology and finance experience to the Datawatch team, following 12-year tenure at Cognos and work as CPA in Accounting and Finance roles. Doug holds a bachelor’s degree from Indiana University in Accounting and earned a master’s degree in Finance from Murray State University.

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Carrie Fawcett Carrie Fawcett
Finance Data Governance
TIAA

Carrie Fawcett joined TIAA in June of 2015 and is currently responsible for the development and implementation of business-led, data governance practices and capabilities at TIAA. Mrs. Fawcett assists business area sponsors in developing proper data and process governance capabilities wherever they are required, including Tax, Corporate Services, Regulatory Reporting, and Financial management. Mrs. Fawcett also participates in the Finance & Actuarial Data Governance Committee, the Enterprise Reference Data Workgroup and the company’s Enterprise Data Governance Council.

Prior to joining TIAA, Mrs. Fawcett worked as a Data Steward Executive at Bank of America.  During this time, she led the implementation of data practices for Corporate Finance including BCBS 239/Risk Data Aggregation strategy and the implementation of authoritative data sources inclusive of adoption and remediation.  Mrs. Fawcett also has experience in the development of common customer master data.

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Lowell Fryman Lowell Fryman
Practice Principal
Collibra

Lowell Fryman is responsible for directing thought leadership in the Customer Success practice of Collibra. He has been a practitioner in the data management industry for three decades and is recognized as a leader in data governance, analytics and data quality having hands-on experience with implementations across most industries. Lowell is a co-author of the book “Business Metadata; Capturing Enterprise Knowledge” and a coauthor of “The Data and Analytics Playbook” published in 2016. Lowell is a past adjunct professor at Daniels College of Business, Denver University and current VP of Education for DAMA-I Rocky Mountain Chapter (RMC), as well as an active speaker at international conferences. He focuses on practical data governance techniques and has trained thousands of professionals in data governance, data warehousing, data management and data quality techniques.

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Julie Gribben Julie Gribben
Finance Data Governance Consultant
Nationwide

Julie Gribben is a Consultant on the Finance Data Governance (FDG) Team at Nationwide.   Her primary responsibilities consist of  educating Finance associates on the role of Data Governance, including onboarding of new associates, data stewards and FDG Board members; defining, updating and enforcing governance standards and reporting metrics to measure compliance; serving as the liaison to the Finance Data Steward organization and FDG Board;  serving as the central collection point for FDG dashboard metrics and facilitating the implementation of enhancements to the existing scorecard; and actively driving and supporting Process Optimization initiatives.  Julie has been a Nationwide associate for 22 years.   Julie earned a Bachelor of Arts degree in Business Administration from Ohio Dominican College and is a certified Lean Six Sigma Green and Black Belt.

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Simon Hankinson Simon Hankinson
Financial Services Market Lead
Collibra

Simon Hankinson is the Collibra Global Financial Services Market Lead. During his 20+ years of management consulting services experience at leading consultancies EY and PwC, Simon helped financial services institutions design and implement information and data governance processes to support internal, external, and regulatory reporting. Over the last 6 years he has helped several banks design and implement BCBS 239 and CCAR programs, including implementing data governance strategy and process to address regulatory feedback.

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Ralph Hodgson Ralph Hodgson
CTO
TopQuadrant

Ralph Hodgson is a co-founder and CTO at TopQuadrant, Inc, a US-based company that specializes in semantic standards-based enterprise data governance and information management solutions. He combines expertise in semantic technologies and other emerging technologies for intelligent systems with over 25 years of experience in business application development and deployment, consulting, software development and strategic planning. Prior to co-founding TopQuadrant, Ralph has held executive consulting positions at IBM Global Services and was the founder of Interactive Development Environments in the UK, an international CASE tools vendor.

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Michele Koch Michele Koch
Director, Enterprise Data Intelligence
Navient

Michele Koch is the Director of Enterprise Data Intelligence and the Data Governance Office at Navient.  Michele was responsible for the successful design and implementation of the enterprise Data Governance and Data Quality Programs at Navient.  Their Data Governance Program won The Data Warehouse Institute’s (TDWI) 2010 Best Practices Award for the Data Governance category and the 2011 Data Governance Best Practice Award.  She is also responsible for the data modeling team who provides support to development teams and the business user community, the enterprise data warehouse team, and the business analytics team.  Her 35 years of experience include applying structured analysis and design methods for process and data modeling, managing client/server and mainframe DBAs, and consulting at Fortune 500 companies. Michele received dual masters’ degrees in MIS and Computer Systems Applications from The American University and a bachelor’s degree from Cornell University.

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Keith Kohl Keith Kohl
VP Product Management
Trillium Software

Keith Kohl is Vice President of Product Management at Trillium Software.  He is focused on definition and execution of Trillium’s global product strategy for enterprise data quality solutions, encompassing both established and emerging Big Data solutions, as deployed on premise and in the cloud.  Keith has considerable experience in the enterprise data management market.  Prior to Trillium he worked at Syncsort as the head of Product Management and was responsible for the design and launch of multiple offerings within the data integration market – including several that involved Big Data and Cloud solutions.  Prior to Syncsort, Keith worked for Torrent/Ascential and IBM.

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Joel Lutz Joel Lutz
Head of Enterprise Data Governance and Privacy
The Vanguard Group, Inc.

Joel Lutz created and now leads Vanguard’s Enterprise Data Governance and Privacy Department, which focuses on orchestrating people, processes, and technology across Vanguard’s global operations to ensure Vanguard’s data is treated as a vital corporate asset. This includes implementing a global data governance program, a global privacy program, a global records management program, and a global governance, risk, and compliance technology platform. 

Joel graduated from Tulane Law School and began his legal career in private practice focusing on complex business litigation, primarily in the area of state and local taxation. In 2008, he joined The Vanguard Group’s Legal Department where he managed a team of lawyers and analysts advising on a wide range of internal clients on corporate and contract matters. In addition to his law degree, Joel holds bachelor degrees in Economics and Business Management and a Masters Degree in Finance and is a Certified Information Privacy Professional (CIPP).

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Michael McKenzie Michael McKenzie
Data Steward
Fannie Mae

Michael McKenzie has been a Data Steward under Fannie Mae's Enterprise Data Stewardship program, since January 2016. He is responsible for facilitating business adoption and execution of the program in concert with other enterprise data capabilities.

Previously, Michael dedicated 12 years to managing Fannie Mae Single Family data development and production processes including business requirements, vendor management, governance, training, data quality, and ongoing improvement. 

Prior to Fannie Mae, he provided consulting services to primary and secondary mortgage lenders in their efforts to load, integrate and provision data; and redefine functions and processes based on mergers and acquisitions. 

Michael has a degree from the ICM School of Business and is a candidate for Project Management Professional (PMP) certification. 

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Frank Moreno Frank Moreno
Vice President of Worldwide Marketing
Datawatch

Frank Moreno is the Vice President of Worldwide Marketing for Datawatch. He has worked in the enterprise and infrastructure software industry for over 20 years, in a number of senior-level product marketing and marketing communications roles. Previously, Frank was the Vice President of Product Marketing at PeopleFluent, leading product, solutions, services and industry marketing, providing content and go-to-market strategy.

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Kirk Nemshick Kirk Nemshick
Data Governance Senior Manager
The Vanguard Group, Inc.

Kirk Nemshick, Data Governance Senior Manager, The Vanguard Group, Inc. leads a team that supports Investment Product and Account, International, and Finance groups.  In addition to his leadership with these domains, Kirk oversees the data governance technology program, emerging data quality, and metadata management programs.

Prior to working at Vanguard, Kirk worked in the non-profit industry for nine years as an Assistant Treasurer.  In 1996, Kirk joined Vanguard to manage multiple business operations groups and lead corporate wide Information Technology project initiatives.  In 2012, Kirk accepted an opportunity with the Enterprise Data Governance Program to build and launch Vanguard’s common Data Governance Framework and the supporting infrastructure. In addition to his bachelor’s degree, Kirk is a Certified Six Sigma Black Belt.

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Dave Nolting Dave Nolting
Senior Data Governance & Enterprise Information Consultant
Knowledgent

David Nolting is a Senior Data Governance and Enterprise Information consultant at Knowledgent
who has delivered strategy and implementation for Financial Services, Retail, Manufacturing, and E-Commerce.   He has recently led the effort to stand-up data governance organizations in large financial institutions.   In addition, he has played a key role in defining strategy for Data Lake Architecture and Implementation.   He has worked to govern data in Derivatives, Cash Management,  Payments and Receivables, Market Data, and Master Data as well as being involved in regulatory response for BCBS,
CCAR, and GDPR.

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Lynn O'Connor Lynn O'Connor
Group VP Enterprise Data Governance
M&T

In addition to overseeing the master data management and customer analytics initiatives, Lynn O’Connor leads the enterprise data governance function for M&T Bank within the Enterprise Data Office. Lynn has been a longtime senior sponsor of data management at M&T Bank. In a previous role, she was the first leader to create an enterprise level datamart, which originated in the Marketing department but was quickly adopted by the entire organization.

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David Plotkin David Plotkin
Director of Metadata Services
MUFG

David Plotkin is the Director of Metadata Services at MUFG, directing metadata activity in support of data management, including applications such as Collibra Data Governance Center. He was formerly the Data Governance Competency Center Manager for Wells Fargo, working heavily in Data Stewardship and Metadata. He was also Global Head of Data Stewardship for AIG, where he was responsible for rolling out data stewardship as part of an overall Data Governance and Data Management effort. He has previously been a consultant for EMC, working on data quality, data governance and master data management engagements at client companies. He has also previously managed Data Governance at an insurance company and managed data quality at two large banks.  He has been working with data governance, data modeling, metadata and data quality for nearly 30 years. He is a popular speaker at DAMA chapters and conferences, and serves as a subject matter expert on many topics around metadata, data governance, business rules, and data quality. He also is the author of the book “Data Stewardship, an actionable guide to effective Data Management and Data Governance”.

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Michael Randall Michael Randall
Director, Finance Data Governance
Nationwide

Michael Randall is the Director of the Data Integration and Quality team in Finance Data Governance (FDG) at Nationwide.   Michael's tenure with FDG includes leading efforts to implement a business driven reference data tool, with workflow, to streamline the change request process. He recently led the effort to transform Finance Data Governance to align with industry best practices, which included the team charter, data stewards organization, data quality and change management, as well as providing thought leadership to reorganize the team around the core functions.  He is currently leading efforts to implement a data quality tool to further support the transformational efforts. Michael has been a Nationwide associate for 24 years, with 6 1/2 years as a leader in FDG.  Michael holds a Bachelor of Science in Accounting from the University of Nebraska-Lincoln.

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Marvin Reynolds Marvin Reynolds
Director of Solution Delivery
EMEA
ITI Data

Marvin Reynolds is Director of Solution Delivery in EMEA at ITI Data with 10+ years of experience in development, project and delivery management. He oversees architecture and provides thought leadership working closely with the ITI Global Solution Team on standards across the firm. Prior to ITI, Mr. Reynolds was Manager of SWD Data Management at HSBC establishing their data management application delivery team and processes and delivering various enterprise class data management capabilities utilizing multiple technologies including Data Ingestion, Metadata Management, Data Transformation and Data Lineage. He also has 8 years of experience at NYSE Euronext as Development Manager and Senior Developer defining software development delivery plans and overseeing the adherence to global development processes and policies.

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Robert S. Seiner Robert S. Seiner
President / Publisher
KIK Consulting / TDAN.com

Robert (Bob) S. Seiner is the President and Principal of KIK Consulting & Educational Services and the Publisher of The Data Administration Newsletter (TDAN.com). In 2017, TDAN.com is celebrating its 20th anniversary. In 2016, KIK Consulting celebrated its 15th anniversary focusing on knowledge transfer and consultative mentoring in the areas of Data Governance, Metadata, and Information Quality.

Bob was recently awarded the DAMA Professional Award for significant and demonstrable contributions to the data management industry. Bob specializes in Non-Invasive Data Governance™, data stewardship, and metadata management solutions, and has successfully assisted and mentored many notable organizations.

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Kevin Shannon Kevin Shannon
Global Head Enterprise Data Governance
Dun and Bradstreet

Kevin Shannon is a senior enterprise data governance leader who has held senior roles with companies such as MetLife, AIG, Standard & Poor's and, currently Dun & Bradstreet. Overall, he has more than 20 years of experience conceiving and implementing enterprise data management strategies and technology solutions, defining information architecture, establishing vision from concept through completion, and overseeing the associated business process change.

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Abhijit Shinde Abhijit Shinde
Director of Solution Delivery / Head of Data Governance and Quality
ITI Data

Abhijit Shinde is Director of Solution Delivery and Head of Data Governance and Quality at ITI Data with 12 years of experience in data governance and quality. He works closely and collaboratively with Chief Data Officers and business teams to design the most efficient, scalable and business-focused solutions across multiple technologies and platforms, including support for BCBS 239. He has worked with clients such as Citibank, JPMorgan Chase and Morgan Stanley, where he played an integral role of translating their business needs into high-value governance, quality and data management solutions. Prior to joining ITI in 2011, Mr. Shinde served as a Consultant at Wipro Technologies. 

ITI is an industry-leading information and data management solutions firm for the world’s largest banks, financial services and healthcare companies. Founded in 1999, they have a proven track record of delivering enterprise-level applications to their clients facing the largest data volumes and the most complex data management requirements. Headquartered in One World Trade Center in New York City, ITI has over 400 employees across 10 branch and satellite offices in key global, financial services markets including London, Singapore, Mexico and Australia.

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Jeff Shortis Jeff Shortis
General Manager
Infogix

Jeff Shortis leads the data governance solution group at Infogix as the General Manager.  Jeff joined Infogix with the acquisition of Data3Sixty, where Jeff was the founder and CEO.  Prior to founding Data3Sixty, Jeff served as Chief Data Officer for Pioneer Investments where he led the global data strategy and evangelized the importance of data governance.  Prior to Pioneer Investments, Jeff was product manager for the Eagle PACE, an industry leading investment management data warehouse.  Jeff has also advised several financial services organizations in consulting capacities defining data strategies and standing up data governance teams.  Jeff is recognized as one of the thought leaders in the data management industry.

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Sunil Soares Sunil Soares
Founder and Managing Partner
Information Asset, LLC

Sunil Soares is the Founder and Managing Partner of Information Asset, a consulting firm that specializes in helping organizations build out their data governance programs. Prior to this role, Sunil was the Director of Information Governance at IBM. He is the author of seven books on data governance.

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Sarah Truman Sarah Truman
Director Risk Analytics
Fannie Mae

Sarah Truman has been a Risk Analytics Director in Enterprise Risk Management (ERM) at Fannie Mae since 2010 and has led teams with a variety of responsibilities including Economic Capital and Counterparty risk analytics. She is currently the product owner for the corporate Party data mastering solution and is engaged in ERM's data infrastructure modernization and governance initiatives. After starting her career in aerospace in the field of computational fluid dynamics, she switched to finance 20 years ago, building customized automated underwriting software for banking clients. She holds a BAsc in System Design Engineering and a MSc in Physics from the University of Waterloo, Ontario, Canada.

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Brian Vaske Brian Vaske
CEO
ITI Data

Brian Vaske, CEO & Chairman of ITI Data, founded ITI in 1999 with a company mission to deliver world class data and information management systems. In his early career as a systems architect, he established a reputation of reliable delivery and innovative vision in business intelligence and data integration solutions for top financial institutions including Citibank, JP Morgan Chase, FICO and Wells Fargo. After 18 years, he continues his vision as CEO and has grown ITI into a global technology solutions company with over 400 employees worldwide. Today, ITI provides a full suite of capabilities from strategy and development, to implementation and support. Their successful track record in delivering effective data management solutions is evidenced by the year-after-year, double-digit revenue growth of the firm. Brian serves as a member of the Advisory Council for the NPower Technology Service Corps (www.npower.org), a non-profit organization that provides information technology training to underprivileged young adults pursuing careers as IT professionals. He is also a member of the Board of Directors for Only Make Believe (www.onlymakebelieve.org), a non-profit that creates and performs interactive theater for terminally ill children at hospitals; and serves on the Advisory Board of Big Data@Rutgers Certificate Program, designed to train and develop working professionals in utilizing data analytics and data science in today’s marketplace. Mr. Vaske received his B.S. in Computer Science from the University of Nebraska. In November of 2017, he will be honored as the 2017 Alumni Master at the University of Nebraska for his success and leadership in the data management industry. The Nebraska Alumni Association, along with faculty and the chancellor, invites Mr. Vaske to the university campus to share his experiences and knowledge with the students.

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W. Matthew Wagnon W. Matthew Wagnon
Director Product Management - Information Governance
BackOffice Associates

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Gregor Wobbe Gregor Wobbe
VP
JP MorganChase

Gregor Wobbe is an Information Architect for J.P. Morgan Chase's Corporate Technology group. He defines, drives, and delivers a platform and operating model to leverage the value of data centric processes across a large application landscape. Prior to joining J.P. Morgan Chase, Mr. Wobbe was a software architect involved in the next generation reference data platform at Bank of America. He has also held leadership positions in enterprise data management at Bank of Tokyo and Avanade's (Microsoft/Accenture) Data Management practice.

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