Pre-Conference Tutorials and Conference Sessions -
June 8, 2015

Monday
June 8
7:30–8:30
Registration and Continental Breakfast
8:30 - 11:45 MORNING TUTORIALS

Monday
June 8
8:30-11:45

 

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T1: Getting Started with Data Governance 
Robert S. Seiner, President/Principal, KIK Consulting / TDAN.com


There is a set of customary tasks that are required to define, develop and deploy a Data Governance program. These tasks, though they may differ from organization to organization, are consistent in what they set out to accomplish. These tasks become the backbone upon which the successful program is built and supported. These tasks include, but are not limited to, the justification for Data Governance, defining the resources required, and ultimately deciding the appropriate approach that will best match your organization’s culture and tolerance for change.

In this tutorial session Bob Seiner will walk through the basics tasks of getting started with a data governance program while detailing the steps that are required to complete the primary components. Do-it-yourself templates and tools will be shared and discussed as well as how to leverage existing strengths while addressing opportunities to improve.

In this session Bob will present techniques for defining:

  • Best Practices and Guiding Principles
  • An Operating Model of Roles & Responsibilities
  • A Work Plan for Incremental Deployment
  • A Communication Plan Focused on Awareness and Action
  • Tools and Templates for Delivering Value Quickly and Effectively

Level of Audience
Introductory

Speaker:
Robert S. Seiner Robert S. Seiner
President/Principal
KIK Consulting / TDAN.com

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Monday
June 8
8:30-11:45

 

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T2: Successful MDM Starts with Effective Data Governance and Stewardship 
David Plotkin, Advisory Consultant, EMC2

Master Data Management (MDM) is a crucial exercise that many companies go through as they attempt to use their data and leverage it for competitive advantage. But doing MDM properly has certain critical success factors, such as knowing where your data is, knowing that the data quality will support MDM, determining the sensitivity of the results to false matches, and having designated business decision makers for all the steps that MDM requires. This tutorial details the decision-making steps in MDM (both in design and maintenance), discusses WHY Data Governance is critical to each step, and the specifics of HOW it is critical (the role of the data steward in that step). You will see examples of each of the steps, and sample Data Governance processes needed to execute on those steps.

 You will learn:

  • Critical success factors in implementing MDM.
  • How governed and stewarded data is crucial to successful MDM.
  • The necessity of having Data Governance for the evaluation and decision-making that is an important part of any MDM effort.
  • The role of data stewards in implementing and evaluating the results of data profiling.
  • The role of data stewards in identity resolution.
  • The role of data stewards in determining the cleansing and standardization rules.
  • The role of data stewards in determining the match and merge rules.
  • The role of data stewards in data enrichment.
  • The role of data stewards in determining survivorship.
  • The role of data stewards in handling exceptions and modifying the MDM hub operations to handle frequent exceptions.
  • The importance of creating a conceptual model of the hub entities.

Level of Audience
Intermediate

Speaker:
David Plotkin David Plotkin
Advisory Consultant
EMC2

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Monday
June 8
8:30-11:45

 

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T3: Governing the Business Vocabulary, Cataloguing and Mapping of the Business Terms and Critical Data Elements (CDE) 
Lowell Fryman, Sr. Principal, Aspen Information Solutions

Data Governance programs should address the definition of business terms, aligning the terms with the critical data elements associated, and communicating the alignment and data usage across the enterprise. A Business vocabulary and business terms is a great start, as well as one that provides significant value to the enterprise. While, many organizations really care about the physical columns used in reporting and analytics, we know that we need to align those CDEs to the Business Terms in order to govern our implementations.

A Business Glossary is the tool for exposing authoritative content from our Data Governance initiatives. The Glossary is used to communicate understanding and clarity across the enterprise to connect business management and knowledge workers to business information they can trust, helping to eliminate misunderstandings that cause lost time, lost opportunities and lost revenue. The Business Glossary should be an early deliverable from your DG program and mature to include the logical and physical data constructs as a quality components to drive DG maturity and value.

This tutorial will be helpful for data management and Governance professionals that have been challenged with any of the following issues:

  • How to organize the business glossary program for quick wins as well as position it for a maturing DG program
  • How do we identify categories and groupings to manage our vocabulary across business units and applications
  • Need to establish standards and best practices for the business glossary, cataloguing and mapping CDEs and data governance
  • Legal and compliance regulations that are driving new projects yet the terminology/vocabulary are not clearly defined (such as TART, Basel III)
  • Enterprise or international projects like CDI/MDM that must address terminology and semantic differences across the enterprise

From this tutorial you will learn:

  • An approach to managing Data Governance from business terms to mapping physical implementations
  • Methods for establishing the Business Glossary, standards and best practices
  • Methods for leveraging Reference Data and Master Data Management implementations
  • Approaches for using existing Governance organizational structure, resources, processes and technologies (use what you have)
  • How to cost effectively leverage different approaches to capture, manage, and report the life-cycle of the glossary
  • Methods for the organization and rationalization of Glossary content

Level of Audience
Introductory

Speaker:
Lowell Fryman Lowell Fryman
Sr. Principal
Aspen Information Solutions

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Monday
June 8
8:30-11:45

 

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T4: Establishing Data Policies and Standards for Big Data 
Sunil Soares, Founder and Managing Partner, Information Asset, LLC

In this tutorial, Sunil Soares will review an overall framework to establish data policies and standards to govern Big Data.

Topics include the following:

  • Overview of the different types of Big Data including social media, clickstreams and machine-to-machine
  • Overview of the Big Data technologies such as Hadoop and NoSQL
  • Overall framework for Big Data policies, standards and processes
  • Identifying Critical Data Elements and Critical Datasets for Big Data
  • Data Standards for Critical Data Elements such as Facebook name and Twitter handle
  • Data Standards for Critical Datasets such as chat logs and web logs
  • Data policies and standards for ownership, metadata, data quality, security and privacy of Big
  • Data Tools to govern Big Data 

Level of Audience
Intermediate

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

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Monday
June 8
8:30-11:45

 

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T5: Fundamentals of Data Profiling for the Data Quality Practitioner 
David Loshin, President, Knowledge Integrity

There is no doubt that data profiling is the technology that has had the greatest impact in transitioning organizations from reactive data correction to proactive data quality assurance than data profiling. And no data quality management program can be complete without blending the use of data profiling techniques with well-defined processes to review data, identify potential anomalies, engage business users to assess the criticality of data flaws, and formalize business rules for preemptive data validation.

As data governance moves into the mainstream, it is critical to establish a fundamental understanding of what data profiling does, how data profiling tools are used, and preparing the environment for analysis. In turn, data quality practitioners can leverage data profiling techniques to contribute to the specification of data quality dimensions, corresponding metrics, and integration within operational processes for ongoing data quality assurance.

In this tutorial, attendees will learn about:

  • How data profiling tools work
  • Preparing the environment for profiling
  • Data profiling for discovery – metadata, data anomalies, and business rules
  • Processes and templates for data quality assessment
  • Embedding data validation within the business application
  • What to look for in data profiling products
  • Governance and stewardship considerations

Level of Audience
Introductory

Speaker:
David Loshin David Loshin
President
Knowledge Integrity

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Monday
June 8
8:30-11:45

 

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T6: Preempting and Addressing Data Quality Challenges using the DMM Framework
Peter Aiken, Founding Director, VCU/Data Blueprint
Melanie Mecca, Director of Data Management Products and Services, CMMI Institute
Susan A. Yamin, Enterprise Data Governance Director, Ally

This tutorial illustrates first the overt and then the hidden costs of data quality. Participants will then learn how to dig beyond the hype and understand that data quality is a shared business/IT responsibility, that requires modern methods. The CMMI Institute ’s Data management Maturity Model can play a key role providing a holistic framework for developing solutions.

Topics include:

  • Implementing Data Quality Initiatives
  • Identifying the key role played by data quality in technology initiatives
  • Updated data lifecycle models and approaches that are required to accurately address today's challenge
  • Data Quality Tools, Technologies and Techniques

Level of Audience
Intermediate

Speakers:
Peter Aiken Peter Aiken
Founding Director
VCU/Data Blueprint

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  Melanie Mecca Melanie Mecca
Director of Data Management Products and Services
CMMI Institute

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Susan A. Yamin Susan A. Yamin
Enterprise Data Governance Director
Ally

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arrow12:00 - 12:30 DATA GOVERNANCE AND IQ SOLUTIONS

Monday
June 8
12:00–12:30

 

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Maximizing Data Quality using Microsoft Excel (for business users)
Victor W. Fehlberg, Chief Technology Officer, Aim Smart

Too often data stewards are forced to depend entirely on IT for data quality systems because the tools in the marketplace are complicated to use.

Aim-Smart is an easy-to-use Microsoft Excel companion that provides powerful data quality algorithms such as profiling, matching, deduplication, parsing and more, within a tool users are already familiar with – Excel.  Users can leverage all of Excel’s features – filtering, sorting, coloring, functions, etc. and then, using the same tool they can employ the power of a full-featured data quality engine.

This tutorial will show how to leverage this new Excel Add-In to make the most of your data.  We will cover how to:

  • Identify data quality issues inside Excel files as well as other sources.
  • Match data between sources (including a database)
  • Flag duplicates using fuzzy logic
  • Standardize data formats
  • Parse data into separate Excel columns
  • Guess gender for marketing purposes
  • NPI (National Provider ID) Match (primarily for pharmaceuticals)
  • Verify persons against exclusion lists to comply with the Patriot Act (no-fly lists, terrorist lists, etc.)

Come see what this new tool can do for your business!

Level of Audience
All Levels

Speaker:
Victor W. Fehlberg Victor W. Fehlberg
Chief Technology Officer
Aim Smart

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Monday
June 8
12:00–12:30

 

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Self-Service Data Preparation for IT & Business
Srini Kumar, VP & Head of Product Management, Enterprise Information Products, SAP

As the world transitions to an information-based economy, we rely on accessing the right information to do our work. But finding and accessing the needed data, validating its accuracy, and mashing it with other data is a challenge. Analysts often spend more time looking for and preparing information for analysis than conducting the analysis itself. SAP ’s solution to this challenge is a new self-service data preparation tool, SAP Agile Data Preparation. In this demonstration, you will see how to get fast and easy access to a variety of sources through a visual, interactive interface that simplifies data preparation for any initiative.

Level of Audience
All Levels

Speaker:
Srini Kumar Srini Kumar
VP & Head of Product Management, Enterprise Information Products
SAP

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Monday
June 8
12:00–12:30

 

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Data Lineage Case Study - DFAST/CCAR Regulatory Reporting
Siddhartha Banerjee, Sr. Principal, Compact Solutions

One of the top five Canadian Banks data governance program focuses on meeting data lineage and ancestry requirements for DFAST regulatory reporting. Phase 1 of the project involves proving data linage from AXIOM SL GRC software to Big Data Cloudera EDPP (Enterprise Data Provisioning Platform). One of the key elements of this initiative was deriving end-to end data lineage, providing the regulators capability track data flows all the way from a CDE in FY14 reports to the Hadoop Distribution layer.

What attendees will leave from this session:

  • The approach used to deploy the Data Governance program focused on satisfying regulatory reporting needs based on deep understanding of system interfaces, to truly understand how does data flows and how it has been derived from the sources. We will demo end-to-end lineage from Reporting, ETL and Hadoop distribution layer.
  • Exposure to a thriving Data Governance program in a complex environment where standardized business terms, data quality rules/policies and data lineage align to satisfy the regulatory requirements.

Level of Audience
All Levels

Speaker:
Siddhartha Banerjee Siddhartha Banerjee
Sr. Principal
Compact Solutions

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1:30 - 4:45 AFTERNOON TUTORIALS

Monday
June 8
1:30–4:45

 

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T7: The Successful Data Governance Manager
Nicola Askham, The Data Governance Coach

Calling all Data Governance Managers. Can you articulate your role clearly? Are you confident that you understand what you are trying to achieve? Do you feel confident when selling and implementing data governance? Join Nicola Askham, The Data Governance Coach, in this interactive session to:
  • Understand where your role fits into a Data Governance Framework
  • Gain an understanding of what the role entails
  • Understand what it takes to be a Successful Data Governance Manager
  • Understand the key skills required
  • Learn tips and techniques for managing challenging stakeholders and situations

Level of Audience
Introductory

Speaker:
Nicola Askham Nicola Askham
The Data Governance Coach

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Monday
June 8
1:30–4:45

 

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T8: Developing and Implementing Policies and Standards to Manage Data as an Enterprise Asset
Janet Lichtenberger, Director of the Enterprise Data Governance, Walgreens

Policies and standards are a foundational pillar of a successful Enterprise Information Management program. Policies and standards can support the establishment of a program, and can help to mature an existing program. Policies and standards provide EIM programs with a way to build key partnerships, and to engage with both business and IT on topics that are important to the business and to executive sponsors. Polices and standards enrich a program, and have been central to usage, control, and valuation of enterprise data.

Topics to be covered include:

  • How to get started
  • What policies and standards to develop
  • Data Classification and Data Sensitivity
  • Selection, harmonization, and application of National and International Standards
  • Processes for development, maintenance, implementation, and approval of policies and standards
  • Key enterprise partnerships: What to develop, how to develop them, and why they are critical to success
  • The roles of Business, IT, Legal, Compliance, and Risk Management in policy work
  • EIM Policy & Standard example

Level of Audience
Intermediate

Speaker:
Janet Lichtenberger Janet Lichtenberger
Director of the Enterprise Data Governance
Walgreens

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Monday
June 8
1:30–4:45

 

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T9: Sustaining Data Governance and Adding Value for the Long Term
Kelle O’Neal, Founder and CEO, First San Francisco Partners

Data Governance is becoming a more mature and better understood practice that reduces risk and creates value across all industries. Many organizations have launched Data Governance Programs either to support technology initiatives like Master Data Management, or to address compliance issues - such as Basel & LEI in the Financial Services industry, or The Sunshine Act & Unique Device Identification in the Health and Life Sciences sector. And many companies have even launched Data Governance more than once!

Part of the reason many companies launch a Data Governance program again and again is that over time, it is challenging to maintain the enthusiasm and excitement that accompanies a newly initiated program.

In this tutorial we will talk about the challenges of making Data Governance a “going concern” in your organization and how to sustain a program for the long term.

 We will cover:

  • Typical obstacles to sustainable Data Governance
  • Re-energizing your program after a key player (or two) leave and other personnel challenges
  • Staying relevant to the company as the business evolves over time
  • Understanding the role of metrics and why they are critical
  • Leveraging Communication and Stakeholder Management practices to maintain commitment
  • Embedding Data Governance into the operations of the company

Level of Audience
Advanced

Speaker:
Kelle O’Neal Kelle O’Neal
Founder and CEO
First San Francisco Partners

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Monday
June 8
1:30–4:45

 

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T10: Advanced Metadata Requirements for Data Governance
Robert S. Seiner, President/Principal, KIK Consulting / TDAN.com

Beginner and advanced Data Governance programs manage metadata as a significant resource used to improve the value and understanding of the data being governed. This holds true when you are governing the data in your data warehouse, the data in your MDM solution, the data in your enterprise platform(s) or data that ’s quality is being improved. Metadata can make or break an effective program.

In this tutorial session, Bob Seiner will focus on moving beyond basic metadata requirements to expose tough questions that need to be asked and answered when considering the purchase versus the internal development of a Data Governance Metadata Platform.  Bob will draw from corporate and client experience as a metadata repository administrator and share where he faced his most difficult challenges. The session will result in a useful list of requirements and questions for tool vendors and internal developers alike when defining requirements for your metadata efforts.

In this session Bob will cover requirements for:

  • Supporting tools in your present environment
  • Customizing how metadata is defined
  • Loading metadata and keeping metadata current
  • Blending the platform into your data and process environment
  • Training, Education, and Resource Requirements

Level of Audience
Advanced

Speaker:
Robert S. Seiner Robert S. Seiner
President/Principal
KIK Consulting / TDAN.com

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Monday
June 8
1:30–4:45

 

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T11: Defining and Using Data Quality Rules
David Loshin, President, Knowledge Integrity

Data quality rules provide the methods by which the results of data quality assessment can be employed for data validation. Yet there are different types of data quality rules that can be applied at different levels of precision in an assortment of platforms, products, and utilities. In many organizations, the absence of a formal framework for defining, managing, and deploying data quality rules allows for inconsistency in data validity despite a replicated effort in application.

In this tutorial, we provide a framework for defining data validation and data transformation rules that can be managed as content, shared across the enterprise, and implemented consistently. We will show how data quality rules are to be aligned with enterprise metadata, how rules can be deployed in different execution models, and how data quality services can help operationalize key facets of a data stewardship capability.

Attendees will learn about:

  • The different classes of data quality rules
  • Rule precision: applying rules to data elements, records, and tables
  • Declarative models for data quality rules
  • Building data quality services
  • Rules and data quality reporting
  • Using rules for root cause analysis

Level of Audience
Introductory

Speaker:
David Loshin David Loshin
President
Knowledge Integrity

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Monday
June 8
1:30–4:45

 

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T12: Setting Up a Data Quality Risk Management Program at Your Organization 
Dr. Alexander Borek, Senior Consultant, Gartner

Poor quality data often leads to major risks in all parts of an organization, affecting operational efficiency, bottom-line results, customer satisfaction and strategic decision making. Monitoring, measuring, and quantifying how information quality impacts business objectives on an enterprise wide scale - both financially and non-financially, can become, however, a tricky task.

Based on best practices from several industries and key insights from his book, "Total Information Risk Management: Maximizing the Value of Data and Information Assets," Dr. Borek shows step-by-step how a data quality risk management program can be set up successfully and how data quality risks can be systematically identified and mitigated. As a result, a value tag can be put on data quality, which allows higher executive buy-in to data quality initiatives to reduce related risks.

Level of Audience
Introductory

Speaker:
Dr. Alexander Borek Dr. Alexander Borek
Senior Consultant
Gartner

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Arrow5:00 - 5:50 Conference Sessions

Monday
June 8
5:00–5:50

 

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Data Quality Centre:  Lessons Learned from Three Years of Managing and Sustaining Data Projects
Noha Radwan, Senior Master Data Analyst, Schlumberger
Lisa Cutler-Farwig, IT Project Manager, Schlumberger

Schlumberger ’s Master Data program consists of data design projects which, upon closure, transition to maintenance in the Data Quality Centre (DQC). Data projects began about the same time the DQC was formed, in the beginning of 2012. Over the last few years we, master data project managers and DQC analysts, have grown together and learned what works well to enable a successful transition of a data design project to the DQC. We have also learned what we can do better in future projects to ensure the DQC is empowered to ensure high quality Master Data for the enterprise.
  • Tiered data strategy: Defined separation of roles and responsibilities ensures repeatable workflow for data projects and data quality.
  • Requirements: Master Data projects need to consider the business requirements, technical requirements and data quality.
  • Data governance: Company-wide understanding data quality is not an “IT problem,” and business involvement in data management is necessary.

Level of Audience
Introductory

Speakers:
Noha Radwan Noha Radwan
Senior Master Data Analyst
Schlumberger

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  Lisa Cutler-Farwig Lisa Cutler-Farwig
IT Project Manager
Schlumberger

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Monday
June 8
5:00–5:50

 

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Using Ground Level Data Quality Metrics To Drive Strategic Change
Ed Cuoco, Director of Data Science, EnerNOC

Detailed, recurring metrics for data quality can be more than indications of the fitness of the data for commercial purpose. When placed in context, these metrics can be used to drive strategic change in organizations and demonstrate financial value across your organizati

In this talk, we will discuss how to contextualize ground-level data quality metrics, interpret them in terms of cultural, procedural and operational issues, and then communicate these findings to drive needed changes and demonstrate the financial value to the organization.

These points will be illustrated via 3 mutually supporting case studies:

  • Using recurring error rates from automated checks to drive a cross-department reorganization
  • Using interval data comparisons to diagnose and change core customer-facing business processes
  • Using structural validations to drive cultural changes regarding initiative and proactive action in other departments

Level of Audience
Advanced

Speaker:
Ed Cuoco Ed Cuoco
Director of Data Science
EnerNOC

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Monday
June 8
5:00–5:50

 

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The  Role of the Data Steward in Managing Unstructured Data, No Matter How Big It Is
Mike Grosvenor, Technology Manager, Access Sciences Corp

Big Data can be described as a significant increase in whichever type of information your organization is least comfortable managing. If that is unstructured content, then the volume of data will influence the selection of technology to classify, store and analyze it. Data Stewards balance the different systems, groups and activities they support in accordance with governance standards by shaping the way metadata is valued and developed in their organization. This focus on business value is a key success factor in Big Data initiatives and justifies involvement of a Data Steward.

Major points:
  • Data Stewards have experience identifying challenges in establishing common data management approaches across systems.
  • Big Data requires an understanding of business problems and targeted application of technology.
  • Agile development practices are common in Big Data projects and invite Data Steward involvement to help teams respond to opportunities for innovation.
  • The selection of tools for Big Data challenges should fit the organizations priorities to minimize impact of the learning curve.

Level of Audience
Intermediate

Speaker:
Mike Grosvenor Mike Grosvenor
Technology Manager
Access Sciences Corp

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Monday
June 8
5:00–5:50

 

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Driving a Data Council Meeting with an Actionable Data Governance Dashboard
Mario Cantin, Chief Data Strategist, Prodago

Based on a real-life Data Governance Dashboard used in data driven organizations and actual meeting agenda, this session will focus on the following elements:
  • Review of the Data Governance Mission of the organization
  • Review of the Data Governance Model of the organization
  • Analysis of the measurable elements that are followed by the Data Council (Enterprise & IT Project levels)
  • Strategy and decisions on data governance requirements
  • Strategy and decisions on delinquent projects and non-compliance to data policies

The objective of this presentation is to provide attendees with an interactive context where they will:

  • Get a clear view of how data governance (as opposed to data quality) can be operationally managed
  • Experience hands-on data governance operational & strategic discussion
  • See how lean data governance leads to actions by focusing on value at risk

Level of Audience
Intermediate

Speaker:
Mario Cantin Mario Cantin
Chief Data Strategist
Prodago

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Monday
June 8
5:00–5:50

 

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Jump Starting Data Governance Initiatives: Lessons Learned  
Angela Boyd, Data Steward Healthcare Informatics, BJC Healthcare

This session includes the steps BJC HealthCare took to scope initiatives, obtain leadership buy-in, and overcome data management roadblocks. In the past three years, BJC HealthCare has partnered with peer groups and industry leaders to begin a data governance program, draft data management policies, and standardize a metric reporting template. Additionally, attendees will learn about the organization ’s current three year roadmap for an integrated strategy for enterprise data governance and stewardship.

Attendees will learn about:
  • Involving leadership and obtaining executive support
  • Overcoming pitfalls and lessons learned in initiating a data governance program
  • Making progress once the plan and timeline are determined
  • Practical solutions to tackling technology and data challenges
  • Suggestions for confronting issues caused by organizational structure

BJC HealthCare is one of the largest nonprofit health care organizations in the United States, delivering services to residents primarily in the greater St. Louis, southern Illinois and mid-Missouri regions. With 2013 net revenue of $4 billion, BJC serves urban, suburban and rural communities and includes 12 hospitals and multiple community health locations. Services include inpatient and outpatient care, primary care, community health and wellness, workplace health, home health, community mental health, rehabilitation, long-term care and hospice.

Level of Audience
Introductory

Speaker:
Angela Boyd Angela Boyd
Data Steward Healthcare Informatics
BJC Healthcare

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Monday
June 8
5:00–5:50

 

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PANEL: Addressing Data Governance Challenges in the Financial Sector
Moderator:
Sunil Soares, Founder and Managing Partner, Information Asset, LLC
Panelists:
Lisa Brown, Director of Data Stewardship, Fannie Mae
Robyn Lussier, VP, Capital Group
Barbara Deemer, Chief Data Steward, Navient
Harold Finkel, Managing Director, Business Data Management, TIAA-CREF

This panel will address the unique challenges of the financial sector in implementing data governance programs.

Topics include:

  • Keeping the focus on business  driven data governance and maintain the focus on business results and saving money
  • How to continue the engagement/ level of interest over time
  • Challenges of obtaining funding for other areas of data governance outside of compliance
  • Establishing the management of data issues and establishing the urgency for resolution
  • Handling data entitlements and data sharing
  • Determining cost benefit and risk perspective and metrics

Level of Audience
Intermediate

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

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Panelists:
Lisa Brown Lisa Brown
Director of Data Stewardship
Fannie Mae

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  Robyn Lussier Robyn Lussier
VP
Capital Group

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Barbara Deemer Barbara Deemer
Chief Data Steward
Navient

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  Harold Finkel Harold Finkel
Managing Director, Business Data Management
TIAA-CREF

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