Pre-Conference Tutorials and Conference Sessions -
June 12, 2017

Monday
June 12
7:30–8:30
Registration and Continental Breakfast
8:30 - 11:45 MORNING TUTORIALS

Monday
June 12
8:30-11:45

 

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T1: Implementing Data Governance:  Getting Started the Right Way 
Peter Aiken, Founder and President, Data Blueprint

Far too many data governance programs are started with the best intention but ultimately fail and need to be re-booted.  This tutorial shows how to structure data governance that will be seen as meaningful by your organization.  It consists of:  using the organizational challenges to guide the form of governance implemented; decomposing implementation in a manner that will be seen by all as helping to address specific challenges; aiding the implementation using a variety of techniques (not just tools); developing a series of progressively stronger strategies for addressing the challenges; providing meaningful feedback on progress; and facilitating development of a data-centric framework for institutionalizing organizational data governance knowledge.

Attendees will learn:

  • A flexible means of determining meaningful first steps
  • How to develop a respected data governance operating model
  • The important of data governance communication plans and planning
  • Several specific items to explicitly avoid

Level of Audience
Introductory

Speaker:
Peter Aiken Peter Aiken
Founder and President
Data Blueprint

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Monday
June 12
8:30-11:45

 

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T2: High-Tech Data Governance 
Anthony Algmin, Chief Data Officer, Uturn Data Solutions

Technology developments get all the attention, but incorporating them into complex organizations is at least as difficult as building technology in the first place. Data Governance is a misnomer — it’s really about guiding people through the organizational changes being driven by data and technology. And these changes are happening faster and faster.

We will not slow the pace of change, so our only hope is to become better guides on the data governance side. There are two keys to making this happen. The first is becoming more knowledgeable about the kinds of changes happening around us. Second, we must develop and employ extensible data governance strategies that embrace rapidly-evolving situations.

This course splits its time on each of these. If you feel inside a bubble within your organization, perhaps hearing about “the cloud”, “internet of things”, “NoSQL”, “Hadoop”, or any other high-tech concepts without knowing enough to take action, this course will be useful. Likewise, in the second-half we think about the design patterns appropriate to apply to data governance to be responsive to these and other disruptive changes brought forth by technology.

Key takeaways include:

  • Introduction to strategic assessment techniques used by top management consultancies
  • Technology overviews appropriate for data governance personnel of varying technical backgrounds
  • Data Governance strategies that can be applied to your organization
  • Forward-looking ideas on the future of the technology and data governance relationship

Level of Audience
Intermediate

Speaker:
Anthony Algmin Anthony Algmin
Chief Data Officer
Uturn Data Solutions

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Monday
June 12
8:30-11:45

 

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T3: How to Respond to and Handle A Data Breach 
Geoff Belleau, Education Programs Consultant, California Department of Education
Jenna Throne, Associate Governmental Program Analyst, California Department of Education
Elizabeth Wisnia, Education Programs Consultant, California Department of Education

In this session, participants will experience a dynamically-unfolding data breach scenario. Participants will be given interactive opportunities to establish roles, messages, and procedures related to a data breach. In the beginning of the session (just as in a real-world data breach), participants will be given minimal information about a breach of their organization's data and will work collaboratively to determine next steps/plans to respond. As the session progresses, additional information about the breach will be provided so that (just as in real life) participants will need to constantly re-evaluate their approach to incorporate new information and continue responding to an ever-changing, rapidly-developing situation.

At this session, participants will practice:

  • Identifying and assigning roles for data breach response
  • Analyzing and responding to issues/concerns that arise during a data breach
  • Identifying and responding to stakeholders impacted by a data breach
  • Developing data breach policies and procedures
  • Working collaboratively to ensure consistent, timely, appropriate responses in a rapidly-evolving data breach situation

Level of Audience
Introductory

Speakers:
Geoff Belleau Geoff Belleau
Education Programs Consultant
California Department of Education

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  Jenna Throne Jenna Throne
Associate Governmental Program Analyst
California Department of Education

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Elizabeth Wisnia Elizabeth Wisnia
Education Programs Consultant
California Department of Education

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Monday
June 12
8:30-11:45

 

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T4: Measuring Data Governance - How to Show Value and Prove Success 
Sue Geuens, Head: Data Standards & Best Practice Adoption, Barclays PLC

Data Governance has been going on now for a good number of years. However, in general we seem to hear that it fails a number of times before getting to the stage of success. This may be due to sheer perseverance (call it stubborn perhaps) or may in fact be that some organizations have realized that if you measure it you know how successful or not it is and of course, when you measure it you can control it
  • Data Governance Success Factors
  • Finding "things" to measure
  • Practical How-to on those measurements
  • Making it work in YOUR organization
  • Elevator Pitches

Level of Audience
Intermediate

Speaker:
Sue Geuens Sue Geuens
Head: Data Standards & Best Practice Adoptiond
Barclays PLC

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Monday
June 12
8:30-11:45

 

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T5: Building a Business Glossary 
Sunil Soares, Founder & Managing Partner, Information Asset

In this session, Sunil Soares will cover the following best practices relating to building a business glossary:
  • Defining data taxonomies
  • Writing good business definitions
  • Dealing with multiple definitions for the same business term (e.g., customer)
  • Developing workflows such as add/modify business term
  • Certifying business terms
  • Identifying Critical Data elements
  • Adding custom attributes in the business glossary such as example and calculation
  • Adding custom relations such as between report and business term
  • Adding custom assets such risk model and data sharing agreement
  • Alignment with data governance tools

Level of Audience
Intermediate

Speaker:
Sunil Soares Sunil Soares
Founder & Managing Partner
Information Asset

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Monday
June 12
8:30-11:45

 

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T6: Tools and Technologies for Data Quality and Data Governance
David Loshin, President, Knowledge Integrity

A growing recognition of the value of information has inspired the launch of data governance programs intended to develop, approve, and operationalize data policies. And as data governance practices have matured, the vendor community has rapidly adapted technologies to meet the needs of the different roles supporting data governance operationalization.

Nonetheless, data volumes are exploding, data sets are becoming more diverse, and data sets are ingested from uncontrolled sources, adding pressure to organizations in their efforts and ability to ensure that data quality meets acceptable levels. Traditional data quality techniques such as correction and cleansing must be augmented with tools for data quality assessment, data standardization, metadata management and business term glossaries, data lineage management and tracking, policy management, identity resolution, and business rules management.

This course maps data governance expectations to technology requirements, and then discusses different types of tools and techniques to support the data governance program. Attendees will learn about tools supporting:

  • Data standardization
  • Business glossaries
  • Metadata management
  • Data lineage
  • Data profiling
  • Deterministic and probabilistic identity resolution
  • Data quality and master data management

Level of Audience
Introductory

Speaker:
David Loshin David Loshin
President
Knowledge Integrity

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

Monday
June 12
12:00–12:30

 

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Shopping for Information
How it has been Established as the Foundation for Modern Business Insights


The need for business ready data across the business has become a top priority equiring an enhanced focus on trusted and accessible data.  Learn how an IBM client is using the Information Server suite of solutions to bring more confidence to enterprise-wide decision making.

Level of Audience
All Levels

1:30 - 4:45 AFTERNOON TUTORIALS

Monday
June 12
1:30–4:45

 

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T7: Lessons Learned in Data Stewardship and Communication Techniques from Successful Practitioners
Michele Koch, Director, Enterprise Data Intelligence, Navient
Barbara Deemer, VP Financial Systems & Chief Data Steward, Navient

In this tutorial, Michele Koch (Director of the Data Governance Office) and Barbara Deemer (Chief Data Steward) will present Navient’s (formerly known as Sallie Mae) experiences and resulting best practices while implementing and sustaining a strong data stewardship program in conjunction with their Data Governance (DG) and Data Quality (DQ) programs.  Navient’s enterprise DG program is a previous winner of several Data Governance Best Practice Awards.

Attendees will learn:

  • A Chief Data Steward’s best practices for building and sustaining strong data stewardship
  • DG related roles and their associated responsibilities and required skill sets
  • Criteria for selecting enterprise business data stewards
  • Sustaining the Data Governance Council over the years
  • Utilizing the Data Governance Council to successfully support corporate initiatives
  • Building a successful communication plan and lessons learned for executing the plan
  • Utilizing templates and other communication techniques to ensure consistent and constant communication

Level of Audience
Introductory

Speakers:
Michele Koch Michele Koch
Director, Enterprise Data Intelligence
Navient

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  Barbara Deemer Barbara Deemer
VP Financial Systems & Chief Data Steward
Navient

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Monday
June 12
1:30–4:45

 

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T8: Data Quality – How to Get Started? How to be Successful?
John Talburt, Professor, University of Arkansas at Little Rock

Data quality is still the foundation of good data analytics. It can be the difference between a good decision and a bad decision for your company. When asked to implement data quality, we often face the question “How do I get started?”

This tutorial is the answer and covers:

  • A review of the seven fundamental principles of data quality
  • Data quality assessment – How to define goals, measure quality, and prioritize opportunities includes a hands-on exercise
  • Data quality analysis tools and techniques including profiling, referential integrity, data standardization, data enhancements, and data quality metrics
  • Data profiling –  How to use column profiling, frequency profiling, pattern profiling, and data redundancy profiling
  • How to implement sound data quality management including quality assurance, quality control, root cause analysis, continual process improvement, and monitoring
  • Understanding how data quality generates business value, and how to make a business case (ROI) for data quality including a hands-on exercise
  • How data quality needs to be integrated with data governance, master data management, reference data management, and metadata management

Level of Audience
Introductory

Speaker:
John Talburt John Talburt
Professor
University of Arkansas at Little Rock

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Monday
June 12
1:30–4:45

 

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T9: Using Metadata to Enable Data Governance
Robert S. Seiner, Publisher/President, TDAN.com/KIK Consulting

Metadata lies at the heart of improving data governance capabilities. From the metadata collected in purchased software to the metadata in the internally developed tools and templates associated with your program, metadata improves the understanding, quality, protection and analytical capabilities associated with your organization’s most critical data.

In this half-day session with Bob Seiner, he identifies the specific metadata associated with improving these governed data activities and highlights when, where and how that metadata can enable data governance program success. You may be surprised where some of that metadata can and should be found. 

In this session, Bob will share:

  • The metadata that enables specific aspects of governance
  • Where that metadata can be found
  • The value that comes from governing specific metadata
  • Best practices associated with governing metadata
  • A framework for collecting and sharing governance metadata

Level of Audience
Intermediate

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

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Monday
June 12
1:30–4:45

 

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T10: Driving Your Data Governance Program from a Business Viewpoint: Best Practices, Direction and Advice
John Ladley, President, Chief Delivery Officer, First San Francisco Partners

If you believe information is truly an asset, then engaging the entire business is mandatory. If managing information assets is a business issue, then data governance is a business program. Research shows none of the critical success factors for data governance have anything to do with technology.

It is a key success factor that DG is aimed at providing business results, not IT results. It is also a proven fact that strong sponsorship is crucial for the success of any transformation in an organization, and EIM and DG is no different. Because so many DG programs are being initiated by business demand many participants and stakeholders find themselves in new territory.

When business leaders are called upon to "do governance,", they need to learn about concepts like stewardship, data quality, culture change and information management, all while still accomplishing their day-to-day responsibilities.

This workshop will walk the attendees through the assessment, definition, design and deployment of a data governance program from a business view. This presentation is intended for business leaders or managers that are new to data governance, or for data governance functions that are having trouble sustaining themselves.

The workshop will cover:

  • How to define Data Governance as a business program – from alignment to operations
  • How to address the most critical success factors for DG
  • Understand the basic core functions that MUST be executed to be sustainable
  • The differences in the business view of a DG program from an IT view
  • A series of activities to pivot from a sponsorship to leadership model
  • An example scenario of moving from business sponsored to “business led “
  • Review a list of key metrics you can deliver immediately to show progress and success

Level of Audience
Intermediate

Speaker:
John Ladley John Ladley
President, Chief Delivery Officer
First San Francisco Partners

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Monday
June 12
1:30–4:45

 

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T11: Governing the Big Data Lake including Information Security and Tooling
Sunil Soares, Founder & Managing Partner, Information Asset

In this session, Sunil Soares will review key considerations in governing the Big Data Lake including stewardship, data ingestion, metadata, tooling and model governance.

Topics include the following:

  • Big Data Policies, Standards and Processes
  • Identification of Critical Data Elements
  • Defining data standards in conjunction with Privacy, Legal and Compliance
  • Key processes such as data ingestion, data quality, metadata management, data wrangling and analytics
  • Alignment with information security
  • Model Governance including model lineage, metadata and ownership
  • A reference architecture for Big Data Governance
  • The evolution of the role of the data steward to account for regulatory compliance
  • Tooling including offerings from vendors such as Alteryx, Cloudera, Collibra, DAG, Hortonworks, IBM, Informatica, Oracle, Podium Data, SAS and Zaloni

Level of Audience
Intermediate

Speaker:
Sunil Soares Sunil Soares
Founder & Managing Partner
Information Asset

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Monday
June 12
1:30–4:45

 

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T12: 7 Essential Artifacts for a Successful Data Governance and Data Quality Program 
David Marco, President, EWSolutions
Many organizations have established the basic foundation of a data governance or data quality program but find themselves struggling with implementing the program into their organization’s activities.  They have the structure in place, they have the people in place, but how do they take it to the next level of maturity across the enterprise?  Does the organization have the proper artifacts and processes to use those artifacts to ensure success?

This workshop presentation will provide 7 essential data governance artifacts that you can adapt to your organization’s culture and structure.  Having these key artifacts at your fingertips will allow you to rapidly and smoothly respond to program inquiries, challenges, and organizational changes with continued growth and maturity. 

Participants will leave the workshop with a collection of artifacts that can provide real world success.  Usable, detailed templates and processes will be provided and examined, based on the real-world experiences in data governance and data quality with major organizations.  Attendees will be able to customize these artifacts to suit their organization's needs and culture.

Learning Objectives will include:

  • Developing Data Governance as part of Enterprise Data Management Framework
  • Creating Essential Data Governance and Data Quality Artifacts
  • Measuring the Success of Data Governance and Data Quality
  • Sustaining a Data Governance Program with Essential Artifacts and Processes
  • Challenges to a Successful Data Governance Program
  • Adapting for Cultural Change with Data Governance

Level of Audience
Introductory

Speaker:
David Marco David Marco
President
EWSolutions

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Arrow5:00 - 5:45 Conference Sessions

Monday
June 12
5:00–5:45

 

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Data Governance QuickStrikes: Steps to Demonstrate the Value of Data Quality Measurement
Iqbal Khan, Managing Director, Bintellica

Data Governance programs can be results of corporate mandates necessitated by regulatory or market pressures or they could be partially implemented as a good data management practice. In all cases, stakeholder interest is a major determinant of success for the program as well as a major guarantee of future funding for additional DG projects. A major DQ initiative can easily take months to go into production. For quicker results, a limited set of data can be identified and its Data Quality can be measured and presented as either affirmation of current best practices or as an indicator of additional steps needed to ensure that it is 'Fit for Use'. This presentation will layout triedandtrue steps that results in a quick return on Data Quality assessments.

Level of Audience
Intermediate

Speaker:
Iqbal Khan Iqbal Khan
Managing Director
Bintellica

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Monday
June 12
5:00–5:45

 

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It Takes Two To Tango: Strategies for Developing Win-win Data Governance Partnerships between Business and IT
Curtis Lee, Executive Director for Data Quality, Jeffco Schools
W. Michael Armbruster, Data Quality Manager, Jeffco Schools

It is not uncommon for data governance programs to struggle to gain broader traction within the business.

This can be an even bigger challenge within the public sector enterprise where traditional ROI calculations are often not the primary driver for strategic decisions. We will be presenting a brief overview of our emerging data governance program within Jeffco Schools and the very intentional ways we are identifying "non-IT strategic drivers" within the business that could leverage our data governance program to increase their success in prioritized initiatives.

Topics include:

  • Strategic Alignment
  • (ROI) Return on Initiative
  • Data-centric Culture
  • DGaaS (Data Governance as a Service)
  • Data Balance Sheet

Level of Audience
Intermediate

Speakers:
Curtis Lee Curtis Lee
Executive Director for Data Quality
Jeffco Schools

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  W. Michael Armbruster W. Michael Armbruster
Data Quality Manager
Jeffco Schools

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Monday
June 12
5:00–5:45

 

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Lions, and Tigers and Business Glossaries! Oh My!
Jennifer Peeples, Data Governance Analyst, Trinity Health
Sarah Samreth, Data Governance Analyst, Trinity Health

In any organization, having a clear and concise consensus of terms and definitions across the enterprise and across all levels of colleagues is considered the starting point for data governance.  This is especially important in healthcare where even a small misinterpretation of a term can lead to costly and grave consequences. An enterprise-wide business glossary ensures that there is a common understanding of terms utilized in the clinical, business and technology domain.  This session describes our journey through several draft states of our business glossary.  We will describe the transformation of our glossary.  

Attendees of this session will gain knowledge of:

  • The benefits of starting small
  • Process development of a business glossary in a large healthcare setting
  • Design considerations for developing a user-friendly application
  • Using customers’ feedback to build your ideal business glossary

Level of Audience
Introductory

Speakers:
Jennifer Peeples Jennifer Peeples
Data Governance Analyst
Trinity Health

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  Sarah Samreth Sarah Samreth
Data Governance Analyst
Trinity Health

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Monday
June 12
5:00–5:45

 

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Data Centric Process Improvement  
Scott Dickinson, Process Owner Data Standards and Governance, Genentech/Roche

Often Data Governance seems like a complex affair beyond the reach of those executing projects to improve operations.  Learn the simple concept of a Master Data Supply Chain and the related Data Accountability Matrix can be used to address data issues that often plague process and system improvement projects and how these relate to data definitions, data quality and data oversight.  Tools that can be used by non-data professionals that already know "fixing the data" is key to success, yet were not really sure where to start.  A great tool to bring others into the data governance journey.

Level of Audience
Introductory

Speaker:
Scott Dickinson Scott Dickinson
Process Owner Data Standards and Governance
Genentech/Roche

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Monday
June 12
5:00–5:45

 

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Data Governance Journey at the 8th largest Credit Union in the Nation
Naveen Jain, VP, Analytics, First Tech Federal Credit Union

In this case study, we will talk about the following:
  • Business challenges that we are trying to solve using Data Governance
  • How did we get started? Focus on vision, people, process and technology
  • How did we define the vision and used the vision to create executive alignment and support
  • What processes were defined?
  • How did we work with enterprise teams? Data Governance is more about people and processes and has to be lead by business teams and not by IT.
  • What are the practical best practices, dos and don’ts when embarking on this journey?

Level of Audience
Introductory

Speaker:
Naveen Jain Naveen Jain
VP, Analytics
First Tech Federal Credit Union

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Monday
June 12
5:00–5:45

 

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Data Governance in Data Migration
Rajesh Ramachandran, Senior Manager, Synechron

If at all there is an area where Data governance is central to the activity itself it is data migration where the very success of the project is the quality of data as soon as it is live in production. Therefore it is paramount that there are strong data governance measures in place before, during and post conversion/migration of data.

This presentation will introduce the different flavors of data migration and will expound on data governance areas for success in these projects focusing especially on data quality by way of examples or case studies from the speaker’s experience.

The presentation will discuss additional challenges posed in data migrations to cloud and/or in big data projects and their differences from traditional projects and how data governance could help solve these newer opportunities.

The take away for the audience would be the steps involved in data migrations and the KPIs including lead indicators pertaining to data migration related governance that would be useful to monitor these assignments.

Level of Audience
Intermediate

Speaker:
Rajesh Ramachandran Rajesh Ramachandran
Senior Manager
Synechron

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