Conference Sessions - June 3, 2008

Tuesday
3 June
7:30–8:30
Registration and Continental Breakfast
Tuesday
3 June
8:30–8:45

Welcome

Tuesday
3 June
8:45–9:45
KEYNOTE: Betting on Compliance and Data Governance
Terry G. Goodbody, Enterprise Data Manager, Pinnacle Entertainment

Is getting buy–in and showing value the major challenge in deploying data governance programs? In this keynote, Terry G. Goodbody, Pinnacle Entertainment will share the unique challenges in compliance and data governance in the gaming industry.

While executives in some industries are trying to deal with the ROI for Data Governance and Data Quality the Gaming Industry is governed by a higher source the state regulators of gaming which require in some cases that people (Data Analyst, Data Architects, Etc.) be licensed if they are viewing customer data. Further some states refuse to allow customer data to leave their States without prior approval and in some cases not at all. These and other data breaches can result in heavy fines that can dramatically impact the bottom line not to mention the reputation of the Casino itself. For Gaming, Data Governance and Data Quality is not a nice to have but mandatory if you want to stay in business.
Speaker:
Terry G. Goodbody

Terry G. Goodbody
Enterprise Data Manager
Pinnacle Entertainment

To Speaker's BIO

10:15 - 11:15 CONCURRENT SESSIONS

Tuesday
3 June
10:15–11:15

 

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Governance & Stewardship Improving Information Integrity Through Stewardship 
Janine Joseph, Blue Cross and Blue Shield of MN

Governance and stewardship require commitment and participation from all areas of a corporation to ensure success. As early adopters of governance and stewardship BCBSMN has many lessons to share. This presentation describes how BCBSMN's governance and stewardship groups have successfully evolved over the last 15 years from a divisional effort to encompass the entire enterprise.
  • Identifying potential stewards
  • Multi-tiered stewardship and infrastructure at BCBSMN
  • The importance of metadata
  • Lessons learned
  • Bridging the IT and business communities through stewardship
  • How to build governance and stewardship success
Speaker:
Janine Joseph

Janine Joseph
Principal Data Steward
Blue Cross and Blue Shield of MN

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Tuesday
3 June
10:15–11:15

 

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Data Governance at a Large, Bureaucratic, Non-profit Organization—Year 1 
Pablo Riboldi, LDS Church

A little over a year ago the Information and Communications Systems Department at the Church of Jesus Christ of Latter-day Saints (LDS Church)—definitively a large, bureaucratic, non-profit organization—decided to hire an Information Governance Manager to implement a Data Governance program. This is the uncensored story of the adventures and misadventures of that brave (or naïve) soul during his first year on the job.

Some of the chapters of this saga include:

  • Data Stewards and what to steward
  • Policies, principles, and publicity
  • Data Sharing Agreements: who can have what when
  • Sharing methods: from pass-through accounts to MDS and SOA
  • Current efforts and future plans
Speaker:
Pablo Riboldi

Pablo Riboldi
Information Governance Manager
LDS Church

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Tuesday
3 June
10:15–11:15

 

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Data Quality: A Perspective from Data Examiners of a Financial Regulator 
Lawrence Elliott Blake, Office of Federal Housing Enterprise Oversight (OFHEO)

As data takes an increasingly important role in the banking and mortgage industry, federal regulators have become more involved in evaluating the quality of data at the institutions they regulate.

This presentation will focus on data quality from the regulators perspective. We will discuss the measures we use as a regulator for evaluating data quality. We will differentiate between the regulator’s standards and the institutions standards (e.g. the regulator’s focus on safety and soundness compared to the institution's standard needed for running the business).

This presentation will conclude with a question and answer session on the topic of: How can we – industry, regulators, and auditors – work together to bring about better quality data in organizations?

Speaker:
Lawrence Elliott Blake

Lawrence Elliott Blake
Sr. Data Examiner
Office of Federal Housing Enterprise Oversight (OFHEO)

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Tuesday
3 June
1:15–2:15

 

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Mobilizing an Enterprise Data Governance Function at a Large Financial Institution 
Alan Medearis, SunTrust Banks

Suntrust is a top ten US banking organization, operating primarily in the Southeast US. Following two failed attempts at establishing an enterprise data governance function (the first as a IT-led initiative, and the second as a compliance activity), SunTrust embarked on a business led initiative to create a vision and implementation roadmap for supporting critical data governance disciplines.

Presenter, while a business consultant with IBM Global Services, led the mobilization project team -- and later was hired as Director of Enterprise Data Governance to implement strategy.

Presentation will include:

  • Data Governance Background and Evolution at SunTrust
  • Mobilization Project Scope, Objectives, Approach, Timeline
  • Assessment of Data Governance Disciplines at Beginning of Project and Target
  • Action Plan and Options Considered
  • Why This Approach Is More Successful Than Prior Efforts
Speaker:
Alan Medearis

Alan Medearis
Director Enterprise Data Governance
SunTrust Banks

To Speaker's BIO

11:30 - 12:00 GOVERNANCE SOLUTIONS

Tuesday
3 June
11:30–12:00

 

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From Strategy to Execution: Turning Data Governance Policies into Action 
Brian McVay, DataFlux

Companies turn to data governance programs to gain more control over their information assets. However, many of these efforts have centered around organizing the people and establishing the processes behind data governance. In this session, participants will learn how data quality and data monitoring technology can enforce data governance policies – and communicate the current health of the data to all stakeholders.

Topics will include:

  • The emergence of business rules monitoring within data governance efforts
  • How to build reusable business rules – and deploy them via a service oriented architecture (SOA)
  • The use of data dashboards and scorecards to provide ongoing feedback on data integrity
Speaker:
Brian McVay

Brian McVay
Senior Solutions Engineer
DataFlux

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Tuesday
3 June
11:30–12:00

 

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A Visual Tour of Data Governance
Arka Mukherjee, Global IDs

Governing corporate data environments is becoming increasingly difficult. Human resource constraints, cost-cutting priorities and ever increasing complexity are forcing Enterprise Data Managers to do more with less.

Our presentation shows how a corporate data governance program can be sustained over time by focusing on demonstrable business value and visual outputs that can be shown to executive leadership. In our talk, we will present a gallery of visual outputs that can answer key questions related to data governance. Members of the audience will be encouraged to ask similar questions within their own business contexts.

Speaker:
Arka Mukherjee

Arka Mukherjee
President
Global IDs

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Tuesday
3 June
11:30–12:00

 

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Providing the Building Blocks of Value Driven Data Governance
James Cerrato, Adaptive
Max Gano, Adaptive

Data Governance initiatives can seem overwhelming, especially if you try and tackle all aspects simultaneously. Adaptive, the leader in Metadata Management and Compliance, now offers an incremental approach for tackling data governance. Leverage the new line of Data Governance Accelerators to establish key components of your program quickly and with confidence. Adaptive will demonstrate the first of this line of offerings, the Data Stewardship and Controls Accelerator. Learn about helpful modules which can be downloaded through Adaptive on Demand. Join us as we discuss how to deliver immediate value and generate momentum for a successful Data Governance program.
Speakers:
James Cerrato

James Cerrato
Corporate Product Officer
Adaptive


To Speaker's BIO

   
Max Gano Max Gano
General Manager, Information Delivery Services
Adaptive

To Speaker's BIO
1:15 - 2:15 CONCURRENT SESSIONS

Tuesday
3 June
1:15–2:15

 

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The Creation of Data Governance at First Data Corporation (FDC) 
Austin Barnes, First Data Corp

In 2005, FDC began looking into a way to create enterprise wide data management through the usage of consistent tools and processes. FDC needed to overcome difficulties in sharing or consolidating data across FDC, prevent data integrity issues, adopt a new environment with consistent controls, and provide support for future initiatives. FDC's vision was to eliminate manual activities, standardize key processes and procedures, improve reporting capabilities, create a common reporting chart of accounts, and create a centralized and integrated data environment for FDC through an Enterprise Data Management Project (EDM).

This presentation will discuss the following:

  • The reasons for implementing an information governance framework
  • The process used to create an information governance council
  • The importance and process of selecting proper data stewards
  • The processes used to begin creating consistent processes and procedures
  • The current state, successes, and problems encountered in establishing information governance at FDC
Speaker:
Austin Barnes

Austin Barnes
Financial Data Governance Lead
First Data Corp

To Speaker's BIO

Tuesday
3 June
1:15–2:15

 

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Large-scale Data Governance on Small-Scale Budgets: An Implementation Case Study 
Tom Greitz, McGraw Hill Education

With increasing reliance on large and complex data environments, companies expect their Data Managers to have the right controls over their information assets. However, these same Managers are rarely given sufficiently large resources to put together a data governance team that can govern hundreds of databases. So, what to do?

The answer: Focus on Business Value, Start Small and Automate Data Governance Tasks

This session describes the implementation of a Data Governance program that delivers business value, while creating a network of automated data quality controls over a large data landscape. Participants will learn how best to optimize the use of technological and human resources, while delivering a convincing data governance program.

Speaker:
Tom Greitz

Tom Greitz
Director - Data Strategy
McGraw Hill Education

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Tuesday
3 June
10:15–11:15

 

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Web 2.0 and Corporate Ethics: We Are in A Brave New World Now, But Where Do We Go From Here?
Dominique Shelton, Wildman, Harrold, Allen & Dixon LLP

With billions of dollars spent on digital advertising, video games, and social networking sites, there is no question that digital communication has captured the public imagination and multi-platform interaction is here to stay. Although much of the impetus for Web 2.0 has been user generated, what role can/should corporations play in protecting privacy in this process? Fortune 500 companies are asking themselves this question as, with increasing regularity, significant players in the financial, healthcare and Fortune 500 communities have plunged into the Web 2.0 world, hosting everything from brand enthusiast campaigns on Youtube, to developing microsites for blogging, and establishing social networks. How does Web 2.0 activitiy by CEOs, officers, and employees impact the financial standing of their companies or expose them to shareholder liability? What steps do corporations need to take to protect privacy - even when customers are ready/willing to disclose private information? Can voluntary disclosures of private information by consumers square with corporate ethics regarding fiduciary duties for financial institutions, product and health care companies that engage in Web 2.0 activities. What duties do highly regulated companies owe to their customers to disclose the risks and benefits of Web 2.0? The issues of shareholder derivative lawsuits, defamation and privacy claims spawned by such activities as employee internet postings, CEO blogging and data security breaches will be explored in this discussion of digital trends - cutting across industry sectors.
Speaker:
Dominique Shelton

Dominique Shelton
Attorney at Law
Wildman, Harrold, Allen & Dixon LLP


To Speaker's BIO

Tuesday
3 June
1:15–2:15

 

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Using Collaborative Technology to Transform a Large Enterprise into a Data Governance Culture
Julian P. Shelbourne, Kaiser Permanente

A shortage of reliable metadata, and the lack of standard business rules and terms, was hindering our strategic goals for enterprise integration, national reporting, SOA, and seamless B2B data-exchange. We lacked alignment between our data assets and our business, but both are so complex that it was a daunting challenge.

The only way to break the log-jam was to free our Subject Matter Experts from siloed work-practices and red-tape, to contribute their knowledge directly into a centralized repository, in an iterative, non-invasive, yet structured way. We designed a solution that combines close-to-real-time business-intelligence system metadata with Wiki-like contribution, governance, approval-workflow, auditability, and version-history to enable our SMEs to collaboratively define our business terms and catalog our data-assets.

Learn how we overcame the constraints of our existing metadata-management infrastructure, and overcame skepticism amongst the business community, to manage our business intelligence data assets and business-rules in a whole new way.

Speaker:
Julian P. Shelbourne

Julian P. Shelbourne
Metadata Architect Kaiser Permanente

To Speaker's BIO

2:30 - 3:30 SPECIAL INTEREST GROUPS

Tuesday
3 June
2:30–3:30

 

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MDM and Governance 
David Loshin, Knowledge Integrity

There are both organizational and operational aspects of data governance that must be put into place when migrating to a master data environment. Organizationally, conceptual issues such as reaching agreement to the definitions to be used for business terms, business concepts, and data elements must be put into place. On the operational side, processes for overseeing the decisions regarding master object identity resolution, hierarchy management, and data quality must be established. Bring your MDM questions and ideas to this session and network with your fellow attendees
Speaker:
David Loshin

David Loshin
President
Knowledge Integrity

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Tuesday
3 June
2:30–3:30

 

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Building the Business Case for Data Governance 
Danette McGilvray, Granite Falls

You understand the importance of data governance; but you seem to be the only one. Efforts to start or continue data governance are meeting resistance. What do you need? You need to build the business case for data governance. Where do you turn to figure out this seemingly daunting task? One way is to learn from the experiences of others and to share your own stories and concerns - how to successfully create a business case to launch a data governance program. After all, no one will invest in any initiative unless it is clear there will be a benefit to the organization. This facilitated discussion will give participants the chance to both share their own successes and learn from others. Come join us for a fast-paced hour of highly-interactive dialogue with those who know first-hand the effort required to win support within their organization to venture into the world of data governance.
Speaker:
Danette McGilvray

Danette McGilvray
President and Principal
Granite Falls

To Speaker's BIO

Tuesday
3 June
2:30–3:30

 

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Data Governance Organization Structures-What Works and Why 
John Ladley, IMCue Solutions

Many shops have governance underneath compliance. This is a new structure for tradition IM staffers. What are some of the other directions in organizations that support data governance.

We will discuss alternative structures and what the drivers are for each one.

Join us for this facilitated session and bring your questions and ideas on data governance organizational structures.

Speaker:
John Ladley

John Ladley
President
IMCue Solutions

To Speaker's BIO

Tuesday
3 June
2:30–3:30

 

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Data Governance in the Government Sector 
Bonnie O'Neil, PPC

The government entity, whether federal, state or local, has challenges that private enterprises don’t have, such as no customers per se, different bureaucratic challenges, and political pressure, that can create issues for data governance. This Birds of a Feather session is for all those working in the public sector to discuss the unique challenges faced and how we can brainstorm together and create solutions.
Speaker:
Bonnie O'Neil

Bonnie O'Neil
Senior Principal Data Architect
PPC

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4:00 - 5:15 KEYNOTE PANEL

Tuesday
3 June
4:00–5:15

 

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Ethics of Data Management and Data Governance 
Anne Marie Smith, Director of Education, EWSolutions
Terry G. Goodbody, Pinnacle Entertainment
David Loshin, Knowledge Integrity
David Schlesinger, Metadata Security & Compliance
Christy Stevens, IBM
Dominique Shelton, Wildman, Harrold, Allen & Dixon LLP

Ethics is a topic that we don't often think about specifically, yet we act upon every day. As individuals we usually have our own compass to guide us on obvious issues of right and wrong. The law of the land supplements this with guidance on the more complex issues, and then corporations often clarify even further with statements of policy and practice. Yet, in an emerging and fast-changing discipline like data management, sometimes figuring out the appropriate and ethical way to handle new situations is not obvious at all. Frequently, the ethical thing to do conflicts directly with the most profitable thing to do. It's easy to say "do the right thing", but sometimes the right thing isn't apparent, from either a legal or moral standpoint. In this panel we will focus on the practical issues of ethics in IT and business management as they affect data governance. The audience will be encouraged to contribute their own experience and perspectives so we can capture the full range of issues.
  • Common ethical dilemmas and possible ways of dealing with them
  • Less common situations
  • Individual versus corporate responsibility
  • Legal accountability
  • When to bring in the lawyers
  • Cost benefit trade-offs - what's the reality in corporate practice today?
  • What can the individual do?
Panelists:
Anne Marie Smith

Anne Marie Smith
Director of Education
EWSolutions

To Speaker's BIO

   
Terry G. Goodbody

Terry G. Goodbody
Enterprise Data Manager
Pinnacle Entertainment

To Speaker's BIO

   
David Loshin

David Loshin
President
Knowledge Integrity

To Speaker's BIO

   
David Schlesinger David Schlesinger
Security Architect
Metadata Security & Compliance

To Speaker's BIO
   
Christy Stevens Christy Stevens
IBM

To Speaker's BIO
   
Dominique Shelton Dominique Shelton
Attorney at Law
Wildman, Harrold, Allen & Dixon LLP

To Speaker's BIO