Conference Sessions - June 13, 2018

Wednesday
June 13
7:30
–8:30
Registration and Continental Breakfast
7:45 - 8:15 CONCURRENT SESSIONS

Wednesday
June 13
7:45–8:15

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Zen with Len
What Does Zen Have to do With Data Governance. The Answer is "Everything". Find Out Why
Kensho Len Silverston

Meditation, Qigong (moving meditation), and Talking Meditation (The what, why and how of meditation)

Prepare yourself and your mind for the day so you can make the most of it!

Come invigorate yourself, reduce stress, develop your mind, and learn about and practice meditation.

Len Silverston, who is not only a data management, data governance, and data modeling thought leader, but is also a fully ordained Zen priest and spiritual teacher, will provide this brief overview of what meditation is, why it is important, how to meditate, and lead a sitting meditation and moving meditation (Qigong) session.

Some ask, ‘What does Zen have to do with data governance’. The answer is ‘everything’. Find out why.

This will be an enlightening, wonderful session to start your day in a relaxed and receptive state of mind!

Level of Audience:
All Levels
Speaker:
Kensho Len Silverston
Kensho Len Silverston

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Wednesday
June 13
7:45–8:15

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Data Governance Health Care Special Interest Group
Capturing Metrics and Reporting that Matter in Healthcare
Ted Curran, DGPO Moderator, DGPO Health Care SIG

Join attendees working in health care for an interactive discussion on capturing metrics.

What reports are people creating, what data do senior executives look for, what roles can and should our data governance teams play to increase the value of these metrics and overall reporting along with promoting quality, accuracy, accountability? What simple metrics can you capture about your data governance program to measure success, be sure it is given appropriate weight with other areas, and serve as a foundation for other areas to follow or leverage in a Healthcare business.  How do the metrics in the DG area align to metrics being captured in other parts of your healthcare organization.  How can we be seen as leaders in driving effective data metrics that provide real insights across our healthcare business?

Level of Audience:
All Levels
Speaker:
Ted Curran
Ted Curran
DGPO Moderator, DGPO Health Care SIG

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Wednesday
June 13
8:30–9:15

 

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Data at the Speed of Light: Iterative, Enabling Data Governance that Supports Agile Culture
Barbara Forth, Information Technology Executive, B4th Consulting
Colleen Kirtland, Director, Pacific Life

The ability for a company to know what data exists, where it is and how it is used is becoming a requirement for doing business and is a daunting task for many organizations. By applying key learnings from Agile and Appreciative Inquiry to the challenges of Data Governance we can drive necessary organizational change and make data available at the speed of light. 
  • Data Governance Reality - what are the key challenges today? 
  • Data Centric Software Development Life Cycle - what is it and why is it needed? 
  • Agile - how practices can be applied to data, what are best approaches, from IT to business 
  • Change Management - how Appreciative Inquiry works with Agile to drive change and adoption 
  • Pulling it together

Level of Audience
Intermediate

Speakers:
Barbara Forth Barbara Forth
Information Technology Executive
B4th Consulting

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  Colleen Kirtland Colleen Kirtland
Director
Pacific Life

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Wednesday
June 13
8:30–9:15

 

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When Worlds Collide: Governance During a Corporate Acquisition
Judith Okapal, Sr. Analyst, Boehringer Ingelheim
Les Hyde, Head of Demand Management and Data Governance, Boehringer Ingelheim

On January 1, 2017, Boehringer Ingelheim acquired Merial, the animal health division of Sanofi. As executive leadership focused on the logistics of bringing two global companies together as one, the US Animal Health Commercial Excellence team began to solve the problem of how to provide the local Marketing and Sales leadership with insight into the performance of two very different teams. 

The challenges we faced were far more complicated than simply bringing the sales figures of two companies into a single report. We had to overcome many differences and challenges to reach a point where data could come together in a way that was meaningful and trustworthy.

In this session we will cover: 

  • Making sense of differences in culture, operating models, business processes, systems, terminology, and priorities. 
  • Maintaining business continuity during a radical transformation of people, process and technology. 
  • Implementing business information governance in the midst of chaos.
Level of Audience
Intermediate
Speakers:
Judith Okapal Judith Okapal
Sr. Analyst
Boehringer Ingelheim

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  Les Hyde Les Hyde
Head of Demand Management
and Data Governance
Boehringer Ingelheim

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Wednesday
June 13
8:30–9:15

 

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Protecting Data Quality with Lossy or Uncertain Sources
Tim Musgrove, CTO, Callisto Media Publishing
Callisto Media Publishing is currently the fastest-growing North American book publisher, with numerous Amazon bestsellers. Unlike other publishers, Callisto works entirely on the basis of data gathering and analysis for our title selection, author selection, and even outlining (determining the table of contents of each book). Almost all of the data comes from sources outside Callisto, and none of it is consistent, showing frequent changes, with data points disappearing from time to time.

We share case studies of how we've handled this challenge, in respect to the following issues: 

  • How to find, combine, weight, and monitor several proxies for your desired data type, so that you are not overly dependent on any one source 
  • How to blend disparate proxies for the desired data type, when the various proxies do not use the same unit of measure, scale, or even the same conceptual schema 
  • How to automate the sanity-check of suspect data sources so that aberrant data points can be caught before they throw off the results of your analytics 
  • How to decide the time limit for extrapolating from past data, when a data type is temporarily lost 
  • How to judge if the data loss or corruption is beyond the point of repair, i.e., when is it the right decision to alert your organization that you cannot produce a particular report

We will give concrete, real-life examples of how data from private and public sources can change without notice, or turn off altogether, and how we handled it in different ways. This will include a few cautionary tales from our history where the mitigation was not so successful -- leading to our formulation of best practices that we have today.

Level of Audience
Intermediate

Speaker:
Tim Musgrove Tim Musgrove
CTO
Callisto Media Publishing

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Wednesday
June 13
8:30–9:15

 

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Governing the Machine (hint: Machines are People Too)
Kimberly Nevala, Director, Business Strategies, SAS Best Practices
Artificial intelligence and all those smart things are the rage.  The potential for these technologies to deliver business value and transform industries is clear. As are the challenges involved in successfully deploying these new data-intensive solutions.

In this session we’ll explore the data rigor required to enable AI/ML and the IoT. Data practices that need to be emphasized, evolved or introduced to successfully govern and manage “the machine” will be highlighted.

Join us to learn:

  • How AI/ML and IoT challenge traditional data paradigms
  • Best practices for governing and managing “the machine”
  • Key considerations/approaches for evolving existing DG/EIM practices

Level of Audience
Intermediate

Speaker:
Kimberly Nevala Kimberly Nevala
Director, Business Strategies
SAS Best Practices

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Wednesday
June 13
8:30–9:15

 

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PANEL - Tips from the Trenches
Overcoming Resistance to Data Governance
Moderator: Len Silverston, President, Universal Data Models
Panelists:
Shannon Fuller, Director Data Governance, Atrium Health
Susan Yamin, Enterprise Data Governance Director, Ally Financial Inc.
Curtis Lee, Executive Director for Data Quality, Jefferson County Schools
Michael Smith, SVP, Head of Data Strategy, Governance & Privacy - US Consumer, Citi Bank


In this panel session senior data governance and data quality practitioners will discuss the challenges and obstacles they overcame in their journey in implementing data governance programs in their organization.

Level of Audience
All Levels

Moderator:
Len Silverston Len Silverston
President
Universal Data Models

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Panelists:
Shannon Fuller Shannon Fuller
Director Data Governance
Atrium Health

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  Susan Yamin Susan Yamin
Enterprise Data Governance Director
Ally Financial Inc.

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Curtis Lee Curtis Lee
Executive Director for Data Quality
Jefferson County Schools

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  Michael Smith Michael Smith
SVP, Head of Data Strategy
Governance & Privacy - US Consumer
Citi Bank

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Wednesday
June 13
8:30–9:15

 

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Lessons Learned from Implementing Data Governance and Metadata Programs at AIG
David Williams, Head of Data Governance, Standards and Risk, AIG
Richard Pluschau, Head of Data Governance & Information Management, AIG General Insurance
Marichelle Tanag, Head of Data Management Controls and Practices, AIG

Benjamin Franklin once said that nothing in life is certain except death and taxes - we like to believe that organizational change is also a part of that equation. This session will provide an overview of the changing landscape of AIG, along with lessons learned for setting up a data program that adapted to such changes, including:
  • Setting up a Data Management Office
  • Ensuring Regulatory compliance
  • Measuring Policy compliance and Data Maturity
  • Developing a Metadata Strategy and a Data Lifecycle Management process
  • Ensuring alignment of Policy to Control Functions such as the SDLC, change management and Operational Risk

Level of Audience
Introductory

Speakers:
David Williams David Williams
Head of Data Governance,
Standards and Risk
AIG

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  Richard Pluschau Richard Pluschau
Head of Data Governance &
Information Management
AIG General Insurance

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Marichelle Tanag Marichelle Tanag
Head of Data Management
Controls and Practices
AIG

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9:15 - 9:30 Room Change
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Wednesday
June 13

9:30–10:15

 

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KEYNOTE: Winner of the Annual DGPO Data Governance Best Practice Award
Kevin Shannon, Global Head of Enterprise Data Governance, Dun & Bradstreet

The Annual DGPO Data Governance Best Practice Award is given to the practitioners within an organization in recognition of the business value and technical excellence they have achieved in the design and implementation of an outstanding data governance program.

In this keynote presentation by Kevin Shannon, Global Head of Enterprise Data Governance learn why Dun & Bradstreet is the Winner of the 2018 DGPO Data Governance Best Practice Award.

Topics include:

  • Dun & Bradstreet’s Enterprise Data Governance implementation:
    • Dun & Bradstreet’s approach to establishing a successful Enterprise Data Governance program and sustaining it
    • Our organizational structure as it developed over time
    • The importance and approach for governing across local, national and regional locales and accounting for all three simultaneously
    • Establishing Data Stewardship to support the Data Governance Office
      • Federated stewardship models (pros & cons)
      • Centralized stewardship models (pros & cons)
    • Approach to establishing the right Metrics for measuring success

Level of Audience
All Levels

Speaker:
Kevin Shannon Kevin Shannon
Global Head of Enterprise Data Governance
Dun & Bradstreet

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10:15 - 11:00 Break and Exhibits Open
11:00 - 11:30 SPONSORED SESSIONS - DATA GOVERNANCE AND DATA QUALITY SOLUTIONS

Wednesday
June 13
11:00–11:30

 

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What Did Your Data do Last Night?
Matt Crittenden, North American Information Governance Specialist, IBM
Mark Hensley, North American Information Governance Specialist, IBM

91% of organizations are not using their data effectively. Are you? Be a part of the 9% that does. Join us to learn how you can build a business data ready platform infused with AI. And get a sneak peak of the latest and greatest that is coming from IBM.

Level of Audience
All Levels

Speakers:
Matt Crittenden Matt Crittenden
North American Information Governance Specialist
IBM

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  Kevin Shannon Mark Hensley
North American Information Governance Specialist
IBM

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11:30 - 11:45 Room Change
11:45 - 12:30 CONCURRENT SESSIONS

Wednesday
June 13
11:45–12:30

 

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Data Governance: From Chaos to Harmony
Shawn Houston, VP of Global Data Governance, JLL
Introducing a formal enterprise data governance team into a company can be challenging. Even more so when the company has many siloed lines of business with separate business and IT teams. But it can be done. 

In this presentation we will follow how the Data Governance team at JLL has been able to achieve success in this area. Four years ago they were a brand new team with a challenge of introducing Enterprise Data Governance to aid in the development of a new consolidated Commercial Real Estate offering titled RED. This was a product that would integrate the applications of all the lines of business.

Challenges included: 

  • Lack of standards 
  • No Consistency in Data across lines of business 
  • No interaction/communication between teams 
  • Data quality issues 
  • Unclear or non-existent data governance processes 

The Data Governance team has been able to address all of these challenging issues to varying degrees. In this presentation we will share what has worked and what did not.

A key takeaway from this presentation will be that people skills are very important in bringing an organization along in a new data governance initiative. In a culture not used to having integrated data governance processes and functions convincing people that Data Governance is important for them to put resources into can be particularly challenging. It was not until we were able to bring teams together to see that they had to work together that we were able to gain traction with our data governance initiatives. I will show how we addressed that particular challenge, missteps and ultimately success.

Level of Audience
Introductory

Speaker:
Shawn Houston Shawn Houston
VP of Global Data Governance
JLL

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Wednesday
June 13
11:45–12:30

 

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Embedding Privacy and Data Protection Principles/Controls into Existing Development Life Cycles
Mike Tibodeau, Data Protection Operations Manager, Cisco
Lisa Bobbitt, Privacy Architect, Cisco

Current regulations are mandating data protection and privacy requirements, but do not necessarily outline specific steps. Privacy Engineering, as outlined in The Privacy Engineer’s Manifesto, provides specific steps for Privacy by Design (PbD) as an overlay to a development lifecycle that focuses on awareness, governance, and engineering. 
This is a partial case study on one way to insert controls and principles into existing secure development life cycles and how to ensure that data protection is implemented from the beginning so that it can sustain itself within the data life cycle. 

Topics include:

  • Data protection and privacy controls 
  • Development lifecycle 
  • Cultural change

Level of Audience
Introductory

Speakers:
Mike Tibodeau Mike Tibodeau
Data Protection Operations Manager
Cisco

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  Lisa Bobbitt Lisa Bobbitt
Privacy Architect
Cisco

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Wednesday
June 13
11:45–12:30

 

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Data Quality at Western Digital: Thinking Long Term, While Starting Small 
Christopher Paskins, Sr. Mgr. Enterprise Data Quality, Western Digital

Most data quality programs start with a small scope and limited resources. When there is success, then it seems everyone is knocking down your door for help with their data. This case study will look at how at Western Digital we successfully started with a small tactical team that provided value to business while developing the long term outlook and direction of the program.

The case study will detail our approach to the data quality program looking at these specific points:

  • How does tactical work provide value to the business and your data quality program simultaneously 
  • Creating a data quality framework that works for your company 
  • Actually executing the data quality program 
  • Dealing with all the technologies that inhabit information systems in your data quality program 
  • Realizing value and learning from it, because what works today may not work tomorrow

Level of Audience
Introductory

Speaker:
Christopher Paskins, Sr. Christopher Paskins, Sr.
Mgr. Enterprise Data Quality
Western Digital

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Wednesday
June 13
11:45–12:30

 

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SCL Health's Data Governance Journey
Angela Maes, Director of HIM Systems and Data Analytics, SCL Health
Kimberly Bemiss, Manager of HIM Data Analytics, SCL Health
Laurie Westrope, Senior Director of Enterprise Business Analytics, SCL Health

A small group of individuals in the organization began a grassroots effort to show the need and value for an enterprise data governance program. We were able to provide a business case to justify implementing a structure and purchase a data governance software tool. In a 12 month period we were able to stand up the framework and begin creating a business glossary. We are still in the early phases of a DG program and would like to share our story how we started a program that is now viewed as a priority by our CEO.

This presentation will tell the story of SCL Health, an 8 hospital, 200+ clinic, and integrated health system and how they implemented data governance in the last 12-15 month time-period. After identifying inconsistent data usage, lack of accountability and quality concerns, a small workgroup formed to address these issues. Members of the workgroup joined the DGPO, attended a data stewardship bootcamp at DGIQ in 2017. This education laid the foundation for setting up a data governance structure. We will describe operational and technical work to create an emerging data governance program: 

Topics include:

  • Education- joined DGPO to understand Data Governance models and frameworks 
  • Developed Business Case for Data Governance 
  • Technical tools acquired for data governance activities 
  • Designing workflows for:
    • Business Glossary 
    • Issue tracking 
    • Report Catalogue 
    • Data Quality Measure 
  • Aligning Executive leadership and establishing Data Governance Program Office 
  • Combining technical and operational components for effective Data Governance.

Level of Audience
Introductory

Speakers:
Angela Maes Angela Maes
Director of HIM Systems and Data Analytics
SCL Health

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  Kimberly Bemiss Kimberly Bemiss
Manager of HIM Data Analytics
SCL Health

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Laurie Westrope Laurie Westrope
Senior Director of Enterprise Business Analytics
SCL Health

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Wednesday
June 13
11:45–12:30

 

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Operational Data Monitoring & Metrics - A Practical Approach 
Stephanie Grimes, Shared Info Support Manager, Freddie Mac
Matthew Dean, Shared Info Support, Senior, Freddie Mac
Van Lin, Shared Info Support Director, Freddie Mac

The applications and data stores are built, consumers are coming to you for their data needs, now what? How do you ensure you’re meeting your downstream consumers’ needs from a time, quality, regulatory, and compliance perspective? This session will give you practical solutions on how to set up a robust monitoring and reporting framework for your data assets. 

You will learn to: 
  • Design controls to meet data owner and downstream consumer needs 
  • Write effective operational monitoring requirements that can be efficiently implemented for the following categories 
    • Data Movement Controls
    • Reconciliations 
    • E2E Business Process Monitoring 
    • Monitoring Tool Selection Criteria 
  • Determine what metrics are important to your business data owners, upstream/downstream operations teams, and executives 
  • Create KPIs and performance dashboards 
  • Design operational processes to execute the strategic business monitoring vision

Level of Audience
Intermediate

Speakers:
Stephanie Grimes Stephanie Grimes
Shared Info Support Manager
Freddie Mac

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  Matthew Dean Matthew Dean
Shared Info Support, Senior
Freddie Mac

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Van Lin Van Lin
Shared Info Support Director
Freddie Mac

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12:30 - 1:45 LUNCH
1:45- 2:30 CONCURRENT SESSIONS

Wednesday
June 13
1:45–2:30

 

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Powering Information through MDM
Fred Krimmelbein, Enterprise Data Architect, Discovery, Inc.

So often, we talk about the "How you get started" without understanding what most companies fail at, which is Governance. In our practice we have taken Governance out of the day to day conversation and begun the practice of Mastering Data that matters to the business. This presentation will talk about how we got started through where we stand today using mastered Talent data as a keystone for understanding our business. Creating a portable Governance program and understanding how Talent is a part of everything we do, from contract negotiations to advertisement and content creation understanding our talent serves the whole business. We have moved to enabling appropriate use of the necessary data.

This discussion will cover:

  • A case study Mastering Talent Data 
  • How it's used 
  • An example of a real business data merge.

Level of Audience
Introductory

Speaker:
Fred Krimmelbein Fred Krimmelbein
Enterprise Data Architect
Discovery, Inc.

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Wednesday
June 13
1:45–2:30

 

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Poor Data Quality is just a Symptom – Leading an Organizational Transformation Case Study
Donald Jenkins, GM/VP Global Utility Bill Managenment, EnerNOC
Andrew Rosenbush, Senior Business Systems Analyst, EnerNoc
Elizabeth Lewis, Principal Analyst, EnerNoc

How do you properly integrate an acquisition into a company when you have competing cultures, organizational misalignment, misplaced expectations, and oodles of data quality issues? In this session join a team from EnerNOC as they discuss the transformation of a global acquisition that was struggling to meet service delivery commitments more than a year after becoming part of the company. You will hear how we applied a framework that focused on business culture, organizational alignment, effective processes, and tools – in that order. Attendees will not only hear the high level strategy and execution from the executive who owned the transformation, but also from the key team members who brought a data-driven focus to identifying the key data quality challenges and provided the analytics and tools to provide visibility that fed the tremendous change over an 18 month period. Attendees should walk away with an understanding of a simple business change framework that can and can be applied to take on their own company challenges.

Level of Audience
Intermediate

Speakers:
Donald Jenkins Donald Jenkins
GM/VP Global Utility Bill Managenment
EnerNOC

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  Andrew Rosenbush Andrew Rosenbush
Senior Business Systems Analyst
EnerNoc

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Elizabeth Lewis Elizabeth Lewis
Principal Analyst
EnerNoc

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Wednesday
June 13
1:45–2:30

 

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Automating Information Governance: Leading Practices and Realities
Allen Lazzara, Sr. Information Governance Consultant, Aflac
Tera  Ladner, Director of Information Governance, Aflac
Information Governance (IG) ensures the integrity, accuracy, authenticity, and availability of information. Implementing a successful IG program requires organizational alignment, comprehensive information analysis, and well-defined information architecture. We present our experiences gained from the development of IG platforms for two Fortune 500 companies. Both consisted of strategic enterprise content management systems migrated to the cloud coupled with end-to-end information life cycle management capabilities.

The necessary organizational positioning and our learnings in strategic alignment are briefly discussed, but the focus is on the information components for IG:

  • Enterprise data modeling 
  • Data identification and classification (data rationalization) 
  • Taxonomy (File Plan) 
  • Legal and regulatory alignment 
  • Metadata management (homogenization) 
  • Embedded life-cycle management 
  • Data governance (data cleansing, quality) 

Our lessons-learned will help those planning to implement enterprise governance by describing leading practices and identifying the challenges that must be overcome.

Level of Audience
Intermediate

Speakers:
Allen Lazzara, Sr. Allen Lazzara, Sr.
Information Governance Consultant
Aflac

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  Tera Ladner Tera  Ladner
Director of Information Governance
Aflac

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Wednesday
June 13
1:45–2:30

 

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Well to Fountain:  Harnessing Governance and Quality
Melanie Mecca, Director of Data Management Products and Services, CMMI
Lisa Williams, Manager, Office of Data Management, Arizona Department of Water Resources

The Arizona Department of Water Resources (ADWR) is the steward of Arizona's water future; providing accurate data to other agencies and the public is a key responsibility. Until recently there was no organizational imperative to manage data assets at the enterprise level. In June 2017, CMMI Institute conducted a data management capabilities evaluation based on the Data Management Maturity Model. ADWR’s overall score was 1.50, illustrating the need for new business processes addressing data assets. For a quick launch, a key recommendation was to establish data management practices around the Pilot Data Warehouse initiative.

The new Data Management Organization introduced processes to enhance this effort: 

  • Each business unit provides approved critical data to the warehouse 
  • DMO engages staff in data governance and data quality activities 
  • Employing LEAN concepts from the State of Arizona’s results-driven management system, ADWR is building its EDM Program and accelerating progress towards data maturity.
Level of Audience
Intermediate
Speakers:
Melanie Mecca Melanie Mecca
Director of Data Management Products and Services
CMMI

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  Lisa Williams Lisa Williams
Manager, Office of Data Management
Arizona Department of Water Resources

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Wednesday
June 13
1:45–2:30

 

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How Organization are Using Data Catalogs to Lift their Data out of the Fog
Alex Gorelik, Founder and CEO, Waterline Data

Most enterprise data is obscured. And just like finding something in the fog, you can only see it when you are near it. But proximity only works for small amounts of data. As the variety, volume and velocity continues to grow, organizations have turned to data catalogs to make sense of it all.

In this session you will learn:

  • How automated data discovery populates and keeps your data catalog fresh and up to date
  • How to put your data catalog to use for: self-service analytics, data governance  and data rationalization
  • How organizations are implementing data cataloging solutions at scale through the presentation of multiple case studies covering three different use cases (self service analytics, data governance, data rationalization)

Level of Audience
Introductory

Speaker:
Alex Gorelik

Alex Gorelik
Founder and CEO
Waterline Data

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Wednesday
June 13
1:45–2:30

 

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Operationalizing Data Governance at Scripps Health One Domain at a Time
Jimm Johnson, Data Governance Program Manager, Scripps Health

There are many ways to operationalize data governance, so where do you start?  At Scripps, we use an asset management model and launched the first phase of our data governance (DG) program in tandem with the implementation of our new electronic health record & revenue cycle platform, focusing on building inventories of our governed data assets, assigning ownership roles & responsibilities to those assets, and establishing a DG Council & associated work groups to oversee the DG program.  In the second phase of our program, we are activating DG processes, roles & responsibilities by applying them to operations one data domain at a time. 

In this session, we’ll share:

  • How we built inventories of our governed data asset trackers & assigned ownership
  • How we leveraged the Data Governance Council to prioritize the first two data domains to tackle
  • How we engage DG owners & stewards to apply DG to their data domain by:
    • Understanding the concepts of data domain & governed data assets
    • Identifying & assigning stewards to those assets to standardize & validate those assets
    • Compiling common business terms & definitions for our enterprise glossary
    • Mapping key performance metrics (KPIs) to reports, dashboards & data quality metrics
  • How we use SharePoint for DG documentation & collaboration
Level of Audience
Intermediate
Speaker:
Jimm Johnson Jimm Johnson
Data Governance Program Manager
Scripps Health

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2:30 - 2:45 Room Change
arrow2:45 - 3:30 CONCURRENT SESSIONS

Wednesday
June 13
2:45–3:30

 

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Data Governance Development: There’s a Tool for That!
T'Pring Westbrook, Senior Research Associate, The Annie E. Casey Foundation
Erika Williams, Managing Partner, The Albireo Group
William Lash, President, Chirality Capital Consulting

In human service non-profits, it is accepted that data-driven decision-making is critical to the success of programs. However, programs often lack the technical sophistication and financial resources to design and maintain complex data systems. The lack of expertise often results in insufficient or non-existent data governance plans.

We present the Data Governance Development (DGD) Tool Kit: an innovative resource for organizations lacking internal technical expertise or resources to access external experts necessary to develop data governance plans. Existing tools use technical language and focus on enterprise data, making them challenging for many non-profits. DGD Tool Kit is the culmination of a partnership across tech, social scientists, and non-profits to bring best practices to the non-technical end-user. During this session, we will describe the state of non-profit organizations’ resources for case management and evaluation data and share the results of multiple needs assessments, present the DGD Tool Kit’s key components and use cases, and share plans for future development based on user feedback and initial testing.

Attendees will learn:

  • Challenges to building a data-driven culture in spaces without informational technology expertise.
  • Best practices for change management toward a data-driven culture in non-profits.
  • Benefits of intentional learning partnerships among data scientists, social science researchers, and non-profits.
  • Lessons learned through development and utilization of the DGD Tool Kit.
  • Best practices for translating tech sector concepts to non-technical users.

Level of Audience
Intermediate

Speakers:
T'Pring Westbrook T'Pring Westbrook
Senior Research Associate
The Annie E. Casey Foundation

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  Erika Williams Erika Williams
Managing Partner
The Albireo Group

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William Lash William Lash
President
Chirality Capital Consulting

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Wednesday
June 13
2:45–3:30

 

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Data Governance Quick Start Combining an Initial Assessment with Implementation
Nancy Couture, Senior Director, Delivery Enablement, Datasource Consulting

Data governance programs typically begin with a current state assessment delivering tactical next steps and a strategic roadmap to improve Data Governance maturity over the course of time. However, after the assessment, many companies struggle with the actual implementation. By taking a few early steps in preparation for the assessment, you can kick start the Data Governance implementation concurrently, and end up with a functioning program as well as a strategic roadmap for continued improvements.

This presentation will expand on these initial steps and provide a case study that describes this process in a mid-sized financial institution.

Level of Audience
Introductory

Speaker:
Nancy Couture Nancy Couture
Senior Director, Delivery Enablement
Datasource Consulting

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Wednesday
June 13
2:45–3:30

 

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Building an Effective Master Data Index
David Loshin, President, Knowledge Integrity

One of the key components of a master data management (MDM) implementation is the creation of a searchable master data index. The goal of the master index is to provide a means for requesting information about an entity (such as a customer or a product) and retrieving the linked records that most closely match the provided search criteria. 
Yet there are numerous challenges in building the index - synchronizing the index with the source data, providing rapid access to a composite view of the master entities, and enabling real-time identity resolution.

In this session we discuss the pros and cons of different approaches to building a master index and suggestions for master index design. 

Attendees will learn about: 

  • Static vs. dynamic master indexes 
  • The master index data model 
  • The challenge of real-time identity resolution 
  • Alternatives for instantiating the index

Level of Audience
Intermediate

Speaker:
David Loshin David Loshin
President
Knowledge Integrity

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Wednesday
June 13
2:45–3:30

 

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Critical to Operations – How HD Supply Facilities Maintenance Brings Governance to Life
Monique Halstead, Director, Information Integrity and Governance, HD Supply Facilities Maintenance

With over 160 million data points, determining what and where to invest governance resources is critical. Our disciplined approach ensures prioritized, high quality, governed data fuels business success.

The Critical to Operations Methodology (CTO) establishes a formalized and complete end-to-end governance process for data domains and elements based on business criticality. The CTO process is applied via a two-pronged approach, by domain and by project/initiative and results in the delivery of data fit for use through both the software development lifecycle and by domain. Elements from Material, Vendor, and Customer domains that impact the major processes of our business from taking an order, to fulfilling an order, through billing the order have been prioritized and slotted on the Information Integrity Road Map. By delivering standardized definitions, lineage, standards, responsibilities, and quality checks we are able to move materials efficiently through the supply chain as well as support the achievement of full customer profit potential. Establishing a repeatable, disciplined process enables enterprise-wide information integrity and enables world-class operations across data ownership groups. 

The Critical to Operations Process Delivers: 

  • Each element within a domain tiered into one of four tiers 
  • Governance activities delivered on all Tier 1 elements (the most important) through the domain prong 
  • Governance activities delivered on Tier 2 and 3 through the software development lifecycle (both Waterfall and Agile) 
  • Solid handoff of sustainable process, policy, and standards to the Data Management teams with both active and passive data quality checks
Level of Audience
Advanced
Speaker:
Monique Halstead Monique Halstead
Director, Information Integrity and Governance
HD Supply Facilities Maintenance

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Wednesday
June 13
2:45–3:30

 

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Business Relevance: the Key to a Successful Data Strategy
Dana Grisham, Solution Architect, Sandia National Laboratories

In many companies, "fixing data problems" is a target-rich environment. In fact, it was one of our key selling points in implementing a data governance function: almost every business challenge can be linked directly to a challenge the company has with its data! This reality can make it difficult to focus your efforts when first getting started. It can also mean that you'll spend years fixing minutiae without ever being seen as relevant to what the business really needs. This session will review my team’s journey towards strategic relevance to the business. 

Topics to be covered include: 

  • The importance of the right champion and developing a compelling vision
  • Embedding business strategy into the data strategy and vice versa. 
  • Partnerships: the good, the bad, and the ugly. 
  • Selecting the “perfect” showcase – what separates the great from the mediocre opportunities

Level of Audience
Intermediate

Speaker:
Dana Grisham Dana Grisham
Solution Architect
Sandia National Laboratories

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3:30- 3:45 Coffee Break
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Wednesday
June 13

3:45–4:30

 

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KEYNOTE PANEL: Emerging and Future Trends in Data Governance
Moderator: Anthony Algmin, Chief Data Officer, Uturn Data Solutions
Panelists:
Anne Buff, VP Communications, DGPO
Sunil Soares, Founder and Managing Partner, Information Asset
Ho Chun Ho, Global Head, Data Governance and Management, JLL
Rex Ahlstrom, Chief Strategy Officer, BackOffice Associates

As Data Governance and Data Quality professionals we know that even though we have implemented our data governance programs our job is far from over.

In this keynote panel of experts hear their perspective on emerging and future trends and what you need to consider for your data governance program.

Topics include:

  • GDPR is the beginning not the end
  • The CDO role: innovation versus compliance
  • Data governance in the age of cloud 
  • The future of data lakes
  • AI and machine learning
  • Blockchain -- important or mostly hype?

Level of Audience
All Levels

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

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Panelists:
Anne Buff Anne Buff
VP Communications
DGPO

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  Sunil Soares Sunil Soares
Founder and Managing Partner
Information Asset

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Ho Chun Ho Ho Chun Ho
Global Head, Data
Governance and Management
JLL

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  Rex Ahlstrom Rex Ahlstrom
Chief Strategy Officer
BackOffice Associates

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