Conference Sessions
November 20, 2013

Wednesday
November 20
7:30–3:30
Registration
Wednesday
November 20
7:00–8:00
Continental Breakfast
arrow8:00 - 8:50 CONCURRENT SESSIONS

Wednesday
November 20
8:00–8:50

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One for All and All for One" -- Successful Data Governance is a Balancing Act
Anthony Algmin, Manager, West Monroe Partners

BI programs in general, and Data Governance programs in particular, have a poor track record of success.  The ways to fail are countless, but to succeed you must not only have strong strategy, planning and execution - but you must deliver value quickly enough to generate interest (and resources) to reach critical mass.  The challenge is far less technically-complicated than it is about complex organizational change - and people-based systems are a notoriously difficult upgrade!

To succeed in your company's Data Governance efforts, the most important component is balance - in tools, responsibilities, techniques, and even paperwork!  Even the best-intended and logically-designed governance program can lose its balance quickly if not carefully guided.  This session will be most helpful to those just getting started on the journey.

This session will highlight:

  • Why Data Governance is really all about letting people know when it is their turn to make decisions
  • Data Governance's relationship to other data management disciplines (metadata, master data, data quality, etc.)
  • Traps that organizations tend to fall into while getting started
  • Changing the Data Governance mindset from administration (i.e. "friction") to enablement (i.e. "impact")
  • Determining which complementary data management tools to focus on first
  • Why being "done" with Data Governance is like being "done" with HR

Level of Audience:
Intermediate

Speaker:
Anthony Algmin Anthony Algmin
Manager
West Monroe Partners


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Wednesday
November 20
8:00–8:50

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The Data Governance Bill of "Rights"
Robert S. Seiner, President/Publisher, KIK Consulting/TDAN.com

A Bill of Rights is typically a list of the most important rights of the citizens of a country.  Think of your organization as a country with the Data Stewards as your citizens. Think about the “rights” associated with the citizen’s participation in your Data Governance Program. In many organizations, a Data Governance Bill of “Rights” may include getting the “right” people involved at the “right” time in the “right” way using the “right” data to make the “right” decision leading to the “right” solution.  Does that sound right?

If Data Governance is all about these “rights”, the Data Governance Bill of “Rights” may be considered an easy way to get the citizens of your organization to get a better handle on the purpose and the actions of your program.  In this fifty minute session, Bob Seiner will tell you that you cannot go wrong with this idea.  Bob will share a detailed look at each of the “rights” and provide each attendee with something to take back to their organization.

Attendees of this session will learn:

  • How to Define the Right “Rights” for their Organization
  • How to Describe these “Rights” in a Way that is Both Applicable and Memorable
  • How to Use these “Rights” to Effective Communicate Their Purpose
  • How to Make these “Rights” Work in the Toughest of Circumstances
  • How to Cut Through the Wrongs by Using these “Rights”

Level of Audience:
Introductory

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

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8:50 - 9:00 ROOM CHANGE
arrow9:00 - 9:30 DATA GOVERNANCE SOLUTIONS

Tuesday
November 20
9:00–9:30

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Guerrilla Governance – Standing start to ROI
Henry Olson, Director Product Management, Embarcadero Technologies

Many have found it hard to get started with Data Governance.  Should it be policies, consultants, software, staffing, or something else entirely?  It’s hard to do any of this without budgets and sponsorship.  The good news is that the key elements of a strong governance foundation may exist in what you already have and do.  With the right plan and tactics it’s possible to jumpstart an iterative program that delivers early results on the way to widespread adoption.

This session will focus on the mission and methods of Data Governance, the importance of the business case and where to get one, and the guerilla manifesto – strategy and tactics for getting started now.

Speaker:
Henry Olson Henry Olson
Director Product Management
Embarcadero Technologies

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Tuesday
November 20
9:00–9:30

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Accelerating Data Governance and Improvement through Intelligent Automation
Rich Flynn, Vice President, Partner Relations, Global IDs

Organizations seeking to maximize business value from strategic data governance initiatives need to select the right technologies that can help them better understand and control their data assets. The technologies chosen should be flexible enough to scale across the entire enterprise data landscape. In this session, attendees will learn how data governance professionals can use intelligent automation to accelerate the discovery, classification, organization and integration of key data assets into manageable portfolios regardless of location, structure, format or data source. Features and functionality for improving data quality and facilitating data monitoring will be highlighted.
Speaker:
Rich Flynn Rich Flynn
Vice President, Partner Relations
Global IDs

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arrow9:30 - 10:00 COFFEE BREAK AND EXHIBITS OPEN
10:00 - 10:50 CONCURRENT SESSIONS

Wednesday
November 20
10:00–10:50

 

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Groupe Mutual Insurance, A Success Story in Predictive Governance  
Walid el Abed, Founder President, Global Data Excellence Limited
Eric Michellod, Data Governance Director, Groupe Mutuel Assurance
Yvan Zermatten, Data Governance Implementation Leader, Groupe Mutuel Assurance

Groupe Mutuel Assurance embarked into a Data Governance program since 2009. A transformation program was launched to modernize the insurance business through the implementation of a new system NOVA. The data conversion from the old systems to the new application highlighted major issues in the data quality which triggered the data governance program. The main objective of the DG group created was to enable smooth GO LIVE and increase the confidence of the business functions in the data migrated. The benefits and value of such a program were quantified along with the implementation and reported to top management in a regular basis. The top management realized that with the increasing volumes of data and the tsunami of rules and regulations combined with  the cyber-attacks and security risk the traditional leadership approach demonstrated its limits, hence the need for a new leadership approach. In this session you will learn how GMA decided to adopt and implement a new value based leadership framework enabling effective data governance. GMA will share with you their 4 year experience data governance journey and tell their true story of how the data governance team was able to move the data governance program from the CIO agenda to the CEO agenda.

Among other topics this session will cover:

  • How to establish a value driven knowledge capture.
  • How to align the whole organization on the objectives, the business terms, the rules for excellence and the value to deliver.
  • How to enable the definition of quantifiable objectives and value tracking with predictive capability for anticipation and governance by value.
  • How to establish the missing link between business, data management, Knowledge management and IT.
  • How to enabling collaboration between people to deliver on common goals and common value understanding.
  • How to establish an effective work organization and activity prioritization based on tangible value and anticipated results
  • How to enabling multi view of the value through different KVIs covering different perspectives and roles (management, mid management, business users, data managers etc.)

Level of Audience:
Intermediate

Speakers:
Walid el Abed Walid el Abed
Founder President
Global Data Excellence Limited

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  Eric Michellod Eric Michellod
Data Governance Director
Groupe Mutuel Assurance

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Yvan Zermatten Yvan Zermatten
Data Governance Implementation Leader
Groupe Mutuel Assurance

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Wednesday
November 20
10:00–10:50

 

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Starting up Data Governance from Scratch - Lessons from Banking
Sunil Soares, Founder & Managing Partner, Information Asset
Marie-France Ouimet, Data Governance Senior Advisor, National Bank of Canada

This session will focus on the best practices to start up a data governance program from scratch in banking and with specific reference to National Bank of Canada.

We will discuss the following topics:

  • Organizational alignment of data governance with the line of business
  • Defining the business problem with a focus on regulations
  • Establishing a RACI matrix to support data ownership in the business
  • Training data stewards
  • Identifying metrics
  • Aligning with master data management
  • Governing reference data

Level of Audience:
Introductory

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

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  Marie-France Ouimet Marie-France Ouimet
Data Governance Senior Advisor
National Bank of Canada

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Wednesday
November 20
10:00–10:50

 

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Data Stewardship in Action: Notes From the Field
Analise Polsky, Thought Leader, SAS

Deciding to establish a data governance initiative is a great first step, but what happens next? What are the tasks that support the data governance initiative? What do they look like in action?

Data stewardship is the link between data governance and data management. In other words, data stewardship acts as a gate between the information processes and policies established in data governance, and the execution of those policies by business and IT. In this session we explore the role of data stewards and examine the types of data quality measures that give data stewards the information and tools essential to supporting the framework, strategies, and policies set forth by the Data Governance Team. This presentation will feature best practices from award winning data stewardship company and demonstrations of several key data stewardship tasks.

What You Will Learn:

  • What a data steward does
  • How to position the data steward(s) in the data governance program
  • How data stewardship can be leveraged to align Business and IT
  • Which toolsets and activities are essential to a data steward’s success

Level of Audience:
Introductory

Speaker:
Analise Polsky Analise Polsky
Thought Leader
SAS

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10:50 - 11:00 ROOM CHANGE
11:00 - 11:50 CONCURRENT SESSIONS

Wednesday
November 20
11:00–11:50

 

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Governing The Data Supply Chain
Jim Jarvie, CMO, Global IDs
Samir Mehta, VP Data Governance, Interactive Data

Across all industries, organizations with large & complex data landscapes often have difficulty systematically governing their data assets. The challenges can be even more acute when your core business model is providing quality financial data and services to satisfy your clients. This presentation describes a methodology for governing complex data landscapes using software automation and includes a real-world account of how Interactive Data delivers business value with its data governance initiative.

This session will include these insights for governing the data supply chain:

  • Steps required to organize enterprise data landscapes
  • Understanding where automation matches the business drivers for increasing operational efficiency, reducing costs and growing revenues
  • A proven use case in the financial information industry for creating transparency, understanding data and improving its quality

Level of Audience:
All Levels

Speakers:
Jim Jarvie Jim Jarvie
CMO
Global IDs

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  Samir Mehta Samir Mehta
VP Data Governance
Interactive Data

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Wednesday
November 20
11:00–11:50

 

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Connecting Your Business Processes, Data and Systems Together for Better Impact Analysis
Tamara Blaha, Master Data Process Lead, Schlumberger
Junadi Junadi, Master Data Analyst, Schlumberger
Xinyue Shi, Master Data Analyst, Schlumberger

So let’s say you have identified and understood what your business processes are. Your IT organization has multiple systems implemented and running with many data entities, attributes, and complex relationships. You come to a realization, through the lifecycle of your business processes, that your business processes need to be changed. What will you be required to do? Do you know what kind of impact changes to the Business Processes will have towards your data? Which parties in your organization will be impacted and need to be pulled together? How do you solve the problem?

In this session, you will learn:

  • Understanding the fundamentals of Business Architecture – It’s all Interrelated!
  • Understanding of Business Process Modeling
  • Understanding of Data Modeling
  • Making the Necessary Connections for People, Process, and Technology!

Level of Audience:
Introductory

Speakers:
Tamara Blaha Tamara Blaha
Master Data Process Lead
Schlumberger

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  Junadi Junadi Junadi Junadi
Master Data Analyst
Schlumberger

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Xinyue Shi Xinyue Shi
Master Data Analyst
Schlumberger

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11:50 - 1:15 LUNCH
1:15 - 2:05 CONCURRENT SESSIONS

Wednesday
November 20
1:15–2:05

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Five Pitfalls to Avoid When Starting Your Data Governance Program — Lessons Learned from a Bruised Veteran
Pablo Riboldi, Solution Manager for Information Governance & Quality, LDS Church
Winner of the 2013 DG Best Practice Award

If you are starting a Data Governance program in your organization, this real case study can help you learn common mistakes some programs (not ours, of course!) have made and how to avoid them.

Some of the pitfalls we will discuss are:

  • No mandate or no lasting justification
  • No processes or not following the processes
  • Not enough marketing and branding
  • Not engaging the business enough
  • Not building strategic alliances

We will also discuss strategies that have worked in our organization and what you can do in yours.

Level of Audience:
Introductory

Speaker:
Pablo Riboldi Pablo Riboldi
Solution Manager for Information Governance & Quality
LDS Church

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Wednesday
November 20
1:15–2:05

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PANEL: Data Governance in the Financial Sector
Moderator: Michael Atkin, Managing Director, EDM Council
Panelists:
Steve Zagoudis, CEO, MetaGovernance Inc
David Kowalski, Senior VP, Bank of America
Natalie Sendele, Manager Data Governance, Artisan Partners
James Luisi, Solution Partner, Knowledgent
This panel will address the unique challenges of the financial sector in implementing data governance programs

Topics include:

  • Components and focus of data governance in the financial sector
  • Addressing regulatory requirements
  • In addition to regulatory requirement why is data governance more of a challenge for the financial sector
  • Data governance organizations versus risk and compliance
  • Recommendations for successful data governance programs for financial organizations

Level of Audience
Intermediate

Moderator:
Michael Atkin Michael Atkin
Managing Director
EDM Council

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Panelists:
Steve Zagoudis Steve Zagoudis
CEO
MetaGovernance Inc

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  David Kowalski David Kowalski
Senior VP
Bank of America

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Natalie Sendele Natalie Sendele
Manager Data Governance
Artisan Partners

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  James Luisi James Luisi
Solution Partner
Knowledgent

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arrow2:05 - 2:20 COFFEE BREAK
2:20 - 3:10 CONCURRENT SESSIONS

Wednesday
November 20
2:20–3:10

 

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Making it “Real” – Evaluation Criteria for Data Governance Leveraging Data Quality  
Kira Chuchom, Data Governance, Microsoft

Making it "Real" - Evaluation Criteria for Data Governance Leveraging Data Quality takes an innovative, game-like approach to facilitate decision-making for Business, Data and IT professionals. 

The session covers:

  • Making it Simple is Making it "Real"
  • Understanding Inputs and Perception
  • Translating Perception into Evaluation Criteria
  • Assigning Weights and Scoring Methodology
  • Tying in Data Quality Context Bonus Points
  • Playing the Game for Real

Level of Audience:
Intermediate

Speaker:
Kira Chuchom Kira Chuchom
Data Governance
Microsoft

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Wednesday
November 20
2:20–3:10

 

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Success Factors of a Healthy Risk and Data Management Program
Michael Atkin, Managing Director, EDM Council
Michele Hoffman, Managing Director, MorganFranklin
Geoff Harkness, Managing Director, MorganFranklin

Increasing regulatory pressures and a changing competitive landscape are requiring organizations to evaluate the status of their risk and data management programs.  In an effort to prevent history from repeating itself, industries such as financial services, healthcare and energy in particular, are creating frameworks to proactively identify and analyze risk as well as data efforts. 

While organizations have these regulatory and competitive pressures driving their risk and data organizations, many companies are performing data and risk management activities in a silo despite the fact that many of the objectives and dependencies faced by each group are overlapping.  There are opportunities to improve the results and business value-add of each group. If these functions recognize these linkages and work more closely together this would lower the total operational cost to support these activities and increase capabilities to meet the growing internal and external business demands.  Through research and discussions with industry executives, MorganFranklin and the Enterprise Data Management Council will present the top 5 success factors of a healthy risk and data management program which include.

Accomplishing these success factors is viewed as a way to meet the challenges of governance, guide the maturing roles of stewards and owners, ensure that data quality exists at the provisioning points, and finally, to traverse the intersection of risk and data management.

Level of Audience:
Intermediate

Speakers:
Michael Atkin Michael Atkin
Managing Director
EDM Council

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  Michele Hoffman Michele Hoffman
Managing Director
MorganFranklin

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Geoff Harkness Geoff Harkness
Managing Director
MorganFranklin

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Wednesday
November 20
2:20–3:10

 

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PANEL: Lessons from the Trenches
Measuring and Demonstrating the Value of Your Data Governance Program
Moderator:
Tony Shaw, Founder and CEO, DATAVERSITY
Panelists:
Michele Koch, Director, Enterprise Data Management, Sallie Mae
George Yuhasz, Director, Data Process & Governance, HealthNow NY Inc | BlueCross BlueShield of Western New York
Eric Michellod, Data Governance Director, Groupe Mutuel Assurance
Pablo Riboldi, Solution Manager for Information Governance & Quality, LDS Church

Now that you have you implemented your data governance program what do you need to do to show the value of your program. Learn how your peers at other organizations are measuring and showing the value of their data governance programs.
Learn how  dashboards, scorecards, maturity models, data quality measurements, reporting and much more are being utilized by practitioners to measure and show the value of their programs.

Level of audience:
Intermediate

Moderator:
Tony Shaw Tony Shaw
Founder and CEO
DATAVERSITY

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Panelists:
Michele Koch Michele Koch
Director, Enterprise Data Management
Sallie Mae

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  George Yuhasz George Yuhasz
Director, Data Process & Governance
HealthNow NY Inc | BlueCross BlueShield of Western New York

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Eric Michellod Eric Michellod
Data Governance Director
Groupe Mutuel Assurance

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  Pablo Riboldi Pablo Riboldi
Solution Manager for Information Governance & Quality
LDS Church

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arrow3:30 - 4:15 KEYNOTE

Wednesday
November 20
3:30–4:30

KEYNOTE

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KEYNOTE: Predictive Data Governance - The Vision for the Future
Walid el Abed, Founder President, Global Data Excellence Limited

Over the past few days we have heard presentations regarding how to be successful and overcome roadblocks in data governance.

In this keynote, Walid el Abed will give his vision and present how data governance will evolve to revolutionize and change our business models, belief and behaviors.

He will discuss:

  • How Predictive data governance will enable the shift into a new paradigm and impose a new leadership model
  • How Predictive data governance will enable the control of all business activities upfront
  • How Data governance in the information era will replace process governance in the industrial era.
  • How Data Governance will change all performance based measurements where there is no place for KPIs, Six Sigma, lean and other performance related methods
  • How Data Governance will make data quality management irrelevant and minimize its effort
  • How to adopt a Predictive data governance approach

Level of Audience:
All Levels

Speaker:
Walid el Abed Walid el Abed
Founder President
Global Data Excellence Limited

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