Conference Sessions and Afternoon Workshops
November 18, 2011

Friday
18 November
7:00–3:30
Registration
Friday
18 November
7:00–8:00
Continental Breakfast
7:30 - 8:00 SESSION

Friday
18 November
7:30–8:00

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Meet the MPO: Metadata Governance Strategies and the MPO Metadata Tools Survey
William Brooks, Treasurer, The Meta-Data Professional Organization

The Meta-Data Professional Organization (MPO) is a non-profit international association comprised of business and IT professionals in all areas of meta-data practice. The MPO brings together individuals with interests, expertise, or hands-on experience in meta-data use from all areas of private and public enterprise throughout the world and seeks to disseminate technical and professional information to meta-data practitioners of all levels of experience.

Join us on Friday morning, November 18th, learn more about the MPO and participate in a casual roundtable discussion about balancing the need for metadata governance against the demand for agility and the perception of governance as a bottleneck.

Key discussion topics include:

  • Who in your business is asking for metadata management, and what are their needs?
  • What are some approaches to governing both managed and automated metadata?
  • When is compromise necessary to succeed in your metadata governance approach?

The MPO will also present a sneak peek at some of the results of the its ongoing 2011 Metadata Tools Survey.

This meeting is open to all conference attendees - you do not need to be a member of the MPO to attend this meeting.  For further information about the MPO please visit http://www.metadataprofessional.org.

Speaker:
William Brooks

William Brooks
Treasurer
The Meta-Data Professional Organization


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arrow8:00 - 9:00 CONCURRENT SESSIONS

Friday
18 November
8:00–9:00

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Lessons Learned - Data Governance in Federal Government
Iris Dawkins, Information System Engineer, Lead, The MITRE Corporation
Elie Hayeck, Information Systems Engineer, Principal, The MITRE Corporation

Information is one of the most valued enterprise assets of the federal government. As the volume and complexity of data increases, the need to deliver successful data governance programs has become critical. As an advisor to the federal government for systems and information engineering and related topics, The MITRE Corporation is a proponent and active participant in the implementation of data governance. For this presentation, we will share the lessons learned from implementing data governance programs in two different government agencies. The presentation will address how the needs of both agencies opened the door for improving communication in all data matters and achieving a better appreciation for data quality. The first case study will describe the experiences of one agency as it initiates a program to govern an ERP system. The second case will describe the steps taken to initiate data governance in a federated environment.

We will use the case studies to discuss:
  • Identifying potential advocates/sponsors
  • Developing a strategy for successfully achieving data governance goals
  • Addressing data quality issues with business reality
  • Facilitating communication of terms and data implementation of the concepts
  • Leveraging policies, standards, and procedures with technology
  • Addressing information sharing issues

This presentation will focus on the fact that both case studies started from the bottom up. We will address the lessons learned from identifying the advocates through the establishment of the data governance council.

Speakers:
Iris Dawkins

Iris Dawkins
Information System Engineer, Lead
The MITRE Corporation


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Elie Hayeck Elie Hayeck
Information Systems Engineer, Principal
The MITRE Corporation

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Friday
18 November
8:00–9:00

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PRACTITIONER PANEL: Real World Success in Data Governance
Moderator:
David Schlesinger, Data Security Architect, Metadata Security LLC
Panelists:
Balaji Krishnamoorthy, Director of Data and Information Architecture, Horizon Blue Cross Blue Shield of NJ
David Plotkin, Data Quality Manager, Bank of America
Pablo Riboldi, Solution Manager for Information Governance & Quality, LDS Church
James Luisi, Enterprise Architect, MetLife


This panel discussion will focus on real life experiences and challenges encountered by practitioners in starting, deploying and sustaining data governance and data stewardship programs.

Topics include:

  • Getting started with data governance and stewardship
  • Dealing with political and cultural issues
  • Pitfalls to avoid
  • Sustaining data governance programs
Moderator:
David Schlesinger

David Schlesinger
Data Security Architect
Metadata Security LLC

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Panelists:
Balaji Krishnamoorthy

Balaji Krishnamoorthy
Director of Data and Information Architecture
Horizon Blue Cross Blue Shield of NJ

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David Plotkin

David Plotkin
Data Quality Manager
Bank of America

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Pablo Riboldi

Pablo Riboldi
Solution Manager for Information Governance & Quality
LDS Church

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James Luisi

James Luisi
Enterprise Architect
MetLife

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9:00 - 9:30 COFFEE BREAK AND EXHIBITS
9:30 - 10:30 CONCURRENT SESSIONS

Friday
18 November
9:30–10:30

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Data Ethics - a Perspective for Data Governance and Stewardship
Anne Marie Smith, Principal Consultant, Alabama Yankee Systems LLC

For too long data and information management specialists have washed their hands of responsibility for the ways data is used by business people. Generally, a data manager's professional responsibility for data has been limited to making data and information 'fit for use' for a particular business purpose. But what are those purposes, and are they ethical? Is it possible for business to be aware continually of the potential technical or process breaches of ethics in their planned data use? Are business data and information consumers solely responsible for ethical breaches, or is there an advisory role for data and information management professionals (including stewards) in the ethical use of data?

This presentation will provide categories and example scenarios where data professionals have an ethical responsibility to influence the proper use of data, and will offer some suggestions for instituting an ethical approach to data management and usage for organizations, by data stewards and officers of data governance initiatives.

In this presentation you will learn:

  • Foundations for ethical data management
  • Identifying the proper use of data in context
  • The Six Commandments of Ethical Data Management
  • Role of data stewards and governance officers in ethical data management
  • Examples of ethics in data governance and stewardship initiatives
Speaker:
Anne Marie Smith

Anne Marie Smith
Principal Consultant
Alabama Yankee Systems LLC

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Friday
18 November
9:30–10:30

 

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Communicating Data Governance (Developing the plan)  
Peter Aiken, Associate Professor/Founding Director, VCU/Data Blueprint


This talk will describe steps required to develop data governance communication. While data governance isn't a new concern for organizations, many parties are newly exposed to the wider needs for data governance and the unacceptable results of poor data governance increasing awareness. Developing an efficient/effective communication plan is a critical success factor in the success of any data governance organization. In the past, the majority of plan focus has been on technical aspects of data governance. Now we know that at least three data governance communication-types (internal, responsive, and proactive) are required for your organization. Other aspects of data governance communication planning include: when specifics are required, where to get certain information, and how to develop and implement the plan.
Speaker:
Peter Aiken

Peter Aiken
Associate Professor/Founding Director
VCU/Data Blueprint

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Friday
18 November
9:30–10:30

 

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Building a Data Glossary and Governance Framework in a Financial Services Organization
Mary Kotch, Chief Architect & Head of Information Delivery, MetLife Investments


MetLife Investments is the division of MetLife that is responsible for investing insurance-related income for the entire group.  A large number of databases have been implemented over the years in the Investment's environment.  The need to unlock value from the data, plus additional drivers such as increased need for regulatory reporting, have led to the development of a number of business intelligence (BI) environments.  A major issue in developing these environments has been difficulties in understanding the production data.  In response, MetLife Investments has developed a Data Glossary with an associated governance framework so that data can be understood , mapped, and used in reporting with more certainty in the BI environments.  The Data Glossary is oriented to important data elements, including some which have been repurposed by Operations.  As a result the Data Glossary has been built using data-centric inputs from IT and business-centric inputs from the business.  This holistic approach has provided the degree of reliability which was sought.

Attendees to this session will learn:

  • The major drivers that cause data reuse issues in a financial services organization
  • The structure and governance framework that was designed for the Data Glossary
  • Issues that were found in the building and deployment of the Data Glossary
  • How data governance processes keep the Data Glossary up-to-date, and expand its usefulness
  • The benefits of a hybrid data-centric and business-centric data governance approach to the Business Glossary
Speaker:
Mary Kotch

Mary Kotch
Chief Architect & Head of Information Delivery
MetLife Investments

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10:30 - 10:40 ROOM CHANGE

Friday
18 November
10:40 - 11:45

KEYNOTE
PANEL

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KEYNOTE PANEL: The Elephants in the Room…Big and Difficult Governance Issues 
Moderator:
Peter Aiken, Associate Professor/Founding Director, VCU/Data Blueprint
Panelists:
Gwen Thomas, President, Data Governance Institute
Jeff Schmitt, Director, Information Architecture & Data Quality, Harvard Pilgrim Health Care
Kira Chuchom, Executive Director Data Governance and Architecture, Kaiser Permanente
Sunil Soares, Director, Information Governance, IBM Software Group


Data governance is much more than good process management. Once you start down the road you encounter lots of interesting challenges, some of which are easily handled and others much more difficult. Some issues can be anticipated, while others catch you by surprise, and either way, most are easily underestimated. This panel tackles some of those really big, difficult issues that might otherwise sneak up and consume you, perhaps even derailing your entire governance program if you don't manage them on a timely and effective manner.
  • Data Ethics
  • Corporate Culture
  • Accountability
  • Privacy
  • Communication
Moderator:
Peter Aiken

Peter Aiken
Associate Professor/Founding Director
VCU/Data Blueprint

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Panelists:
Gwen Thomas

Gwen Thomas
President
Data Governance Institute

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Jeff Schmitt Jeff Schmitt
Director, Information Architecture & Data Quality
Harvard Pilgrim Health Care

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Kira Chuchom

Kira Chuchom
Executive Director Data Governance and Architecture
Kaiser Permanente

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Sunil Soares

Sunil Soares
Director, Information Governance
IBM Software Group

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11:45 - 1:00 LUNCH AND EXHIBITS
1:00 - 4:15 Afternoon Workshops

 Friday
18 November
1:00–4:15

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WORKSHOP: How to Develop Your Organization's Templates and Work Products for Successful Data Governance
Anne Marie Smith, Principal Consultant, Alabama Yankee Systems LLC

Over the past few days you have learned the fundamentals of governance and have heard success stories from companies who have implemented data governance programs. But what work products are needed and where do you start?

This interactive workshop will provide some fundamental templates for the data governance manager, and teach attendees how to customize them for their use - and how to use them. This workshop will give all attendees useable artifacts for their governance program.

Templates that will be discussed are:

  • Communication plans
  • Socialization plan
  • RACI/decision rights
  • Issue documentation
  • Data definitions
Speaker:
Anne Marie Smith

Anne Marie Smith
Principal Consultant
Alabama Yankee Systems LLC

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Friday
18 November
1:00–4:15

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WORKSHOP: Building a Data Stewardship Practice from Soup to Nuts
David Plotkin, Data Quality Manager, Bank of America

More and more companies are coming to terms with the fact that they need to have a data stewardship function in order to be effective in collecting metadata (including definitions, derivations, and data quality rules), MDM, and data quality. A lot has been said and spoken about why stewardship is important, but HOW do you do it and be effective with limited resources (in the "real world")? This presentation details how to set up a data stewardship function, how to run it, the details of managing the stewardship committee, recruiting help from IT for technical stewards, what the duties of the data stewards are, and what decisions they have to make. In addition, it covers how to staff projects for stewardship and funnel the information from projects back into the overall stewardship process.

You will learn:

  • The relationship between governance and stewardship
  • How to build a governance and stewardship organization
  • How to recruit stewards
  • What the steward's responsibilities are
  • What the stewardship process looks like
  • How to break up responsibilities by functional area
  • Resources you can use to minimize endless meetings
  • What the decision process is
  • The use of stewards for projects
  • What and how to document decisions
Speaker:
David Plotkin David Plotkin
Data Quality Manager
Bank of America

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