Conference Sessions
December 8, 2015

Tuesday
December 8
7:00–6:00
Registration
Tuesday
December 8
7:00–8:30
Continental Breakfast
7:30 - 8:20 

Tuesday
December 8
7:30–8:20

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Data Governance Best Practices
The Data Governance Professionals Organization’s Annual Winter Meeting

One of the many questions the Data Governance Professionals Organization (DGPO) receives from members is ‘What are some of the data governance best practices?’.  To answer that question, a dedicated DGPO working group of experienced DG professionals have been working on enhancing the initial list of DG best practices. Over the last six months the group has brainstormed additional best practices and have worked together to expand on the information. Join us to learn about some of the top DG Best Practices.  We will also discuss the benefits of membership, progress to date, and future plans for the DGPO. Since the founding of the DGPO in 2011 the group has grown to over 5,000 list members, 1200 members representing over 300 companies and 16 countries.

This session is open to conference attendees. You do not need to be a DGPO member to attend.

Level of Audience:
All Levels

8:30 - 8:40 

Tuesday
December 8
8:30–8:40

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Welcome
 

 

arrow8:40 - 9:30  KEYNOTE

Tuesday
December 8
8:40–9:30

KEYNOTE

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KEYNOTE: Six Things that You Can Do Tomorrow to Improve Your Odds of Governance Success
Michael Nicosia, VP Strategy and Data Governance, TIAA-CREF
Thinking, planning, and strategizing about governance is “easy” – operationalizing governance within the business is the hard part - but it doesn’t have to be.  Many organizations struggle with getting started with their governance efforts and those that have started often find it difficult to make meaningful progress.  The reality is that when it comes to data governance, we (practitioners) tend to over-complicate things – like trying to “eat the elephant” all at once or, worse, we focus on tactical solutions.  We forget that doing the simple things will tend to yield the best results.  So how can you reduce the effort required to make data governance part of your operational DNA?  Simply follow a basic set of rules that, when implemented, will improve your odds of governance success within your organization.

Attendees will learn:

  • How implementing some simple rules and practices around governance can lead to positive, sustainable outcomes
  • How to structure your governance function to ensure success
  • How to develop and implement a business data governance “playbook”
  • Lessons learned along the way

Level of Audience:
All Levels

Speaker:
Michael Nicosia Michael Nicosia
VP Strategy and Data Governance
TIAA-CREF

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arrow9:30 - 10:00 COFFEE BREAK
10:00 - 10:50 CONCURRENT SESSIONS

Tuesday
December 8
10:00–10:50

 

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How to Structure the Data Organization 
Stacey Stewart, Senior Director, Enterprise Data, Johnson & Johnson
David Woods, Principal Partner, EIM Strategy, DATUM LLC
The Data Management challenges each organization faces are unique in their priority and severity. Therefore the structure and composition of a Data Organization is one of the major success factors for establishing a successful and sustainable data program. In this presentation, we will review the developmental stages of a data organization, the models and the choices for establishing the right structure to the organization in addition to the process for selecting the team members that will produce high-performance business results.

Level of Audience:
Intermediate

Speakers:
Stacey Stewart Stacey Stewart
Senior Director, Enterprise Data
Johnson & Johnson

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  David Woods David Woods
Principal Partner, EIM Strategy
DATUM LLC

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Tuesday
December 8
10:00–10:50

 

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Development & Implementation of a Scalable, Formalized Data Governance Structure at a Large Medical Center
Katherine Pavlovich, Director, Strategy & Data Analytics, NewYork-Presbyterian Hospital
Tran Ly, Data Strategist, NewYork-Presbyterian Hospital
NewYork-Presbyterian has spent two years developing Data Governance as part of its broader analytic strategy. With an enterprise composed of three corporately independent institutions, we've encountered interoperability challenges similar to other health systems, further compounded by our highly matrixed yet independent organizations and associated infrastructures. In laying the foundation for advanced analytics and population health, we developed a governance strategy that shifted us away from heavy reliance on ad hoc reporting and point solutions (often troubled with inconsistencies, inefficiencies, or inaccessible data) and towards organization and transparency. Our new formalized structure promotes open communication and collaboration by centralizing & standardizing metrics, terminology and other resources online.

Level of Audience:
Introductory

Speakers:
Katherine Pavlovich Katherine Pavlovich
Director, Strategy & Data Analytics
NewYork-Presbyterian Hospital

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  Tran Ly Tran Ly
Data Strategist
NewYork-Presbyterian Hospital

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Tuesday
December 8
10:00–10:50

 

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PANEL: Addressing Data Governance Challenges in the Financial Sector
Moderator: Robert  S. Seiner, President/Principal, KIK Consulting / TDAN.com
Panelists:

Casey Organek,  Enterprise Data Governance Manager, Wells Fargo
Susan Yamin, Director, Enterprise Data Governance, Ally Financial
Barbara Deemer, Chief Data Steward, Navient
Harold Finkel, Managing Director, Business Data Management, TIAA-CREF
Gwen Thomas, Corporate Data Advocate, The World Bank Group - IFC
This panel will address the unique challenges of the financial sector in implementing data governance programs.

Topics include:

  • Determining and developing data policies and standards
  • Metrics and demonstrating the value of your data governance program
  • How to continue the engagement/ level of interest over time
  • Establishing procedures and accountability for data issues remediation
  • Challenges of obtaining funding for other areas of data governance outside of compliance
  • Data governance  and management of analytics
  • Dealing with BCBS 239

Level of Audience:
Intermediate

Moderator:
Robert S. Seiner Robert  S. Seiner
President/Principal
KIK Consulting / TDAN.comt

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Panelists:
Casey Organek Casey Organek
 Enterprise Data Governance Manager
Wells Fargo

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  Susan Yamin Susan Yamin
Director, Enterprise Data Governance
Ally Financial

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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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Gwen Thomas Gwen Thomas
Corporate Data Advocate
The World Bank Group - IFC

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10:50 - 11:00 ROOM CHANGE
arrow11:00 - 11:30 DATA GOVERNANCE SOLUTIONS

Tuesday
December 8
11:00–11:30

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Improving your Bottom Line with Better Quality Data
Antonio C. Amorin, Co-founder and Chief Information Architect, Data Clairvoyance Group, Inc.
This session will introduce the data quality solution from Data Clairvoyance Group.  Today many organizations struggle with getting the most out of their data quality investments, or in some cases they haven’t yet invested into data quality capabilities.  In this session, Antonio will review a solution that remedies both of these problems. This data quality solution is the first to address data quality holistically by providing a repeatable analytical method to which a collaborative workflow can be established for the data your organization cares the most about.  This approach will ensure that you aren’t wasting time, letting ambiguity slow you down, doing tremendous rework and instead are able to get to the real data issues that are impacting your bottom line as a business.

This session includes reviewing the technical architecture, workflow, and human resources required to successfully deploy and leverage the data quality solution.  We will also describe the output from the data quality solution and how to leverage the results for the development of monitoring rules and remediation

Attendees learn:

  • The components of the data quality solution – people, process and technology
  • The resources and roles types that are required for a successful implementation
  • How to leverage the solution for data quality, data integration, and data governance initiatives
  • Tips on how to create and optimize a data quality organization

Level of Audience:
All Levels

Speaker:
Antonio C. Amorin Antonio C. Amorin
Co-founder and Chief Information Architect
Data Clairvoyance Group, Inc.

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arrow11:00 - 11:30 DATA GOVERNANCE SOLUTIONS

Tuesday
December 8
11:00–11:30

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Data3Sixty: Data Governance Empowerment
Jeff Shortis, Founder and CEO, Data3Sixty, Inc.
Data governance professionals encounter many challenges in their day to day work, from managing new and evolving business priorities to dealing with ambiguity within defined requirements and objectives.  Effective management of these scenarios while simultaneously maturing a company’s data governance capabilities requires a platform that is both easy to use and has the built in flexibility to continue to meet ever growing data needs.

In this session we will investigate the key characteristics of a robust data governance solution and how the Data3Sixty data collaboration suite is the ideal partner for your data governance team:

  • Agility: ability to start small and evolve as requirements change
  • Flexibility: ability to model a solution based on what makes sense within your organization
  • Simplicity: manageable within the data governance team, minimizing IT resource dependencies
  • Usability: synthesize and publish governed data in a manner which is easy to understand
  • Transparency: access information and gain knowledge in a self-service manner empowering both the data stewards and the business to better understand, contribute and ultimately trust their data
  • Automation: ability to automatically ingest content to the glossary and keep items updated

Level of Audience:
All Levels

Speaker:
Jeff Shortis Jeff Shortis
Founder and CEO
Data3Sixty, Inc.

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Tuesday
December 8
11:00–11:30

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Data Lineage for Standardized Vocabulary of Provider and Patient Registry
Siddhartha Banerjee, VP of Worldwide Sales, Compact Solutions

We will talk about our experience in implementing a major Medical Groups data governance program focused on meeting data lineage and governance requirements.

What attendees will learn:

  • 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 Data Governance program in a complex environment where standardized business terms, data quality rules/policies and data lineage align to satisfy analytic requirements.

Level of Audience:
All Levels

Speaker:
Siddhartha Banerjee Siddhartha Banerjee
VP of Worldwide Sales
Compact Solutions

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arrow11:30 - 12:30 LUNCH
12:30 - 1:20 CONCURRENT SESSIONS

Tuesday
December 8
12:30–1:20

 

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Business Intelligence as a Foundation for Data Governance at Citrix
Michael Delgado, Director, Information Management Program, Citrix
Establishing Data Governance in a fast paced industry without the traditional compliance and regulatory drivers is usually a challenge.  The rise of Consumerization for the information management and business intelligence capabilities introduce a new level of complexity and usually leads to questions and comments such as:
  • "Why do my numbers not match yours?"
  • "Where do I find the right data?"
  • "Is this the same data that [Exec B] is looking at?"
  • "We need to be looking at the same data, a single version of the truth"

This presentation will focus on how Citrix is able to balance allowing for the freedom and agility for using data at the speed of business while making sure management teams do not spend time debating accuracies and definitions instead of driving decisions. A formal Governance Program was created and is currently driving the continued establishment of authoritative sources and enterprise definitions for key metrics, data and reports. It is also driving efficiencies by remove duplication of similar intelligence and information being created by multiple teams. The program ensures both process and technology are built for scale by reducing the manual, resource-intensive overhead for delivering quality information being used for decision making.

Level of Audience:
Intermediate

Speaker:
Michael Delgado Michael Delgado
Director, Information Management Program
Citrix

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Tuesday
December 8
12:30–1:20

 

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Building the Data Governance Team - More than Appointing Stewards
John Ladley, President, IMCue Solutions
Building the DG team is a project within a program.  You need to go through a formal effort to find the right people. It is more than finding stewards. It is about sponsors, leaders, leadership style, and business alignment.

This session will cover the key areas to consider when creating the DG team.

  • Building the right team to define the DG program (It isn’t the team that will run it!)
  • Defining the right roles
  • Finding the right leaders
  • Understanding how your future affects the DG roll out
  • Staffing the operating framework

Level of Audience:
Introductory

Speaker:
John Ladley John Ladley
President
IMCue Solutions

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Tuesday
December 8
12:30–1:20

 

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Enterprise Architecture - Building in Privacy, Security and MDM and Data Governance from the Beginning
Orest Swystun, Enterprise Architect, Hewlett Packard Enterprise

Enterprise Architecture, Privacy and Security. These three topics go hand in hand and represent a foundational  support structure that supports each other. Without one of these you create risks and gaps that exposes the other two, and most importantly your data, your clients data.

Topics include:

  • What is Enterprise Architecture? What does it (EA) have to do with Master Data Management and Data Governance?
  • How does Enterprise Architecture, Master Data Management , Data Governance, Security and Privacy relate?
  • Where can it make a difference?
  • Who are the people that may make up these roles currently in my organization o When do I start relating this information (integrating) o Why should an Enterprise try to relate EA, MDM, DG, privacy and security

Level of Audience:
Introductory

Speaker:
Orest Swystun Orest Swystun
Enterprise Architect
Hewlett Packard Enterprise

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arrow1:20 - 1:30 ROOM CHANGE
arrow1:30 - 2:00 DATA GOVERNANCE SOLUTIONS

Tuesday
December 8
1:30–2:00

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The Data Governance Equation at World Omni: P + P + T = C
Diane Greblick, Data Governance Lead, World Omni Division of JM Family Enterprises
Derek Thompson, Data Governance Advisor, World Omni Division of JM Family Enterprises

In this session, World Omni’s Data Governance Lead and Data Governance Advisor will share their experiences in developing a Data Governance enterprise program.  The focus will address how their use of the Data Governance Equation (People + Process + Technology = Collibra) has helped to energize their business partners by navigating them through the journey toward governance, adoption of the program, the structure and flexibility of the tool, and the looking glass effect of Collibra.

Attendees will learn:

  • How Data Governance can be integrated into the lives of business partners
  • How to integrate business partners into the processes of governance
  • How Collibra can be leveraged to connect business terminology to technology

Level of Audience:
Introductory

Speakers:
Diane Greblick Diane Greblick
Data Governance Lead
World Omni Division of JM Family Enterprises

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  Derek Thompson Derek Thompson
Data Governance Advisor
World Omni Division of JM Family Enterprises

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Tuesday
December 8
1:30–2:00

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The Information Governance Network. Because Connections Matter
Darius Clayton, Director, Diaku Limited

The modern firm only seems to grow more complex and more difficult to understand and govern. Understanding information flows, their context and relevance is challenging. Data, systems, processes, regulation and change are interwoven, interconnected, fast changing and no single person or function has the integrated view.
  • Learn how structured collaboration enables automated integration across data, business and IT disciplines
  • Discover how complex information and business landscapes can be made easy to understand and contribute to for everyone
  • Understand how to embed information governance into the everyday business view to drive sustainable improvements

Level of Audience:
All Levels

Speaker:
Darius Clayton Darius Clayton
Director
Diaku Limited

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arrow2:00 - 2:10 ROOM CHANGE
arrow2:10 - 3:00 CONCURRENT SESSIONS

Tuesday
December 8
2:10–3:00

 

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Data Governance - A Journey That Never Seems to End
Donald Levick, Chief Medical Information Officer, Lehigh Valley Health Network
Lori Yackanicz, Administrator, Enterprise Analytics, Lehigh Valley Health Network
The maturation of true Data Governance in a healthcare organization is a continuous journey.  Lehigh Valley Health Network is currently wading through a data revolution from both a foundational and system perspective.  Data governance is an integral part of this institutional initiative.  This session discusses the issues required to ensure a successful data governance approach and implementation
  • Identify the components to successful data governance
  • Focus on the role culture plays in Data Governance
  • List the areas that are missed many times in data governance
  • Explain case studies in support of data governance

Lehigh Valley Health Network is currently working on a second and final version of Data Governance at the network, basing its foundation on a recently anointed Enterprise Analytics Group, directed out of the Office of the CMIO.  We will present the status of success of this effort to date, including the following areas of focus - Network Strategy, Education, Communication and Culture.

Level of Audience:
Intermediate

Speakers:
Donald Levick Donald Levick
Chief Medical Information Officer
Lehigh Valley Health Network

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  Lori Yackanicz Lori Yackanicz
Administrator, Enterprise Analytics
Lehigh Valley Health Network

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Tuesday
December 8
2:10–3:00

 

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Transforming Enterprise Data Governance with the Data Management Maturity Model
Melanie Mecca, Director of Data Management Products and Services, CMMI Institute
Casey Organek,  Enterprise Data Governance Manager, Wells Fargo
Wells Fargo & Company is a nationwide, diversified financial services company with $1.7 trillion in assets. Wells Fargo provides banking, insurance, investments, mortgage, consumer and commercial finance in 36 countries, 8,700 locations, 12,500 ATMs, the internet and mobile banking, Ranked No. 29 on Fortune’s 2014 rankings of America’s largest corporations, our vision is to satisfy all our customers’ financial needs and help them succeed.

Wells Fargo is transforming enterprise data management practices through the office of the Chief Data Officer. We established a comprehensive set of CDO services including Governance, Data Quality, and master data management, and are developing a future state vision, strategies, policies and standards. We are using the DMM to empower our lines of business Data Governance Officers with a simplified repeatable process to establish and manage a maturity benchmark and identify business opportunities.

In this discussion, you will learn:

  • How we are enhancing business engagement through our governance structures
  • How we are employing the DMM to empower line of business governance to establish and manage a benchmark for data management improvements
  • How we are strengthening our governance and data management program to realize positive business benefits
  • How we are prioritizing and implementing governance and data management practices

Level of Audience:
Intermediate

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

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  Casey Organek Casey Organek
Enterprise Data Governance Manager
Wells Fargo

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arrow3:00 - 3:30 ICE CREAM RECEPTION AND EXHIBITS OPEN
arrow3:30 - 4:20

Tuesday
December 8
3:30–4:20

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50 Shades of Grey: Ethics and Data Governance
Anne Buff, Principal Business Solutions Manager, SAS
Sure, your team has taken the time and effort to ensure that you’re consistent as you define, model, annotate, and correct corporate data. But increasingly, a critical focus of data governance is ensuring data compliance with legal and government regulations. And—unlike some of the more tactical problems—executives are paying attention.

What they don’t know yet is that compliance does not necessarily encompass or account for the ethical use of data. With the increased use of data throughout the organization, the risks of unethical data use, intentional and unintentional, are growing exponentially. Organizations must position themselves as trusted guardians of customer data and apply ethical standards around data driven decisions to ensure integrity and protect their public image. Determining how your data governance program plays in the ethics of data use is critical to safeguard your organization from these dangerous “grey” areas.

In this session, we will identify the organizational risks surrounding the “grey areas” of data use, help you develop guidelines for data ethics, and define the responsibilities for data management professionals to mitigate such risks. We will explore recent ethical blunders organizations have faced and learn from their mistakes. We will also look at best practices of businesses mitigating ethical risks proactively.

What you will learn:

  • Key elements of standards and practices surrounding data ethics
  • Guidelines for ethical data use in specific stages of the data life cycle
  • Internal and external communication methods for ethical data use
  • Risks and cautions of using "social" data and highly sensitive data
  • The "to-dos" and "not-to-dos" in the ethical use of data

Level of Audience
Intermediate

Speaker:
Anne Buff Anne Buff
Principal Business Solutions Manager
SAS

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Tuesday
December 8
3:30–4:20

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Data Governance Evolution Across Multiple Domains
Rachelle Desjardins, Domain Lead for Company Information Management, Export Development Canada
Melanie Jodouin, Director of Enterprise Information Management, Export Development Canada
Veronica Lares, Domain Lead for Market and Industry Information Management, Export Development Canada
Export Development Canada’s (EDC) journey towards better information management took a leap forward with the decision to master “company” information. Many lessons were learned, but primarily that business involvement is critical for the success of the program. EDC has now been governing this Company information with an ownership structure that includes an executive sponsor, a VP owner, a domain lead and a group of stewards who manage the data from within the lines of business. Following this, EDC began mastering “market” information, which provides a governance structure and oversight to country information which is essential to our role as an export credit agency. Other information domains are also in various states of evolution. In order to govern and manage the information consistently, we’ve established a new governing structure (Domain Governance Council), with a focus on resolving cross domain issues and creating enterprise standards for managing information.

This presentation will focus on:

  • Our data governance evolution across various domains
  • Governing standards we have established
  • Our lessons learned and what’s coming next

Level of Audience:
Intermediate

Speakers:
Rachelle Desjardins Rachelle Desjardins
Domain Lead for Company
Information Management
Export Development Canada

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  Melanie Jodouin Melanie Jodouin
Director of Enterprise
Information Management
Export Development Canada

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Veronica Lares Veronica Lares
Domain Lead for Market and
Industry Information Management
Export Development Canada

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Tuesday
December 8
3:30–4:20

 

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Making Data Governance and Data Strategy Sticky and Sustainable at Every Level of the Organization
Reuben Vandeventer, President, Data Clairvoyance
Mike Stege, Data Governance Director. Allstate Insurance Company
Data governance initiatives have the potential to transform the way an organization understands and values its data. Accomplishing widespread change requires consensus on the importance of improving data quality. Then there must be agreement within the organization on what the priority data elements are, and their value.

In this session, Data Clairvoyance and Allstate Insurance Company will present a repeatable methodology that fuses business priorities with the data governance activities. This begins with identifying the strategic data elements whose proper governance will most impact the business at every level and translate to real value – in terms of saved human resources, increased customer satisfaction, and financial wins. We’ll use a business case with Allstate Insurance Company, to demonstrate our process and illustrate how one enterprise has begun to translate its data into competitive advantage. Our aim is to show corporate leaders best practices on how to execute successful data governance that is sustainable within their own organizations and to tackle some of the more challenging cultural change aspects of leading these efforts.

What you will learn:

  • How to achieve leadership-driven data governance, step-by-step
  • Steps for creating and sustaining a enthusiastic data community
  • A well-defined approach to creating a Business Data Element Inventory that significantly reduces the chance of redundancy
  • Execution tips: Managing errors to ensure data elements flow into a governed state
  • Best practices and lessons learned from a Top 5 Property & Casualty Insurance Company

Level of Audience:
Intermediate

Speakers:
Reuben Vandeventer Reuben Vandeventer
President
Data Clairvoyance

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  Mike Stege Mike Stege
Data Governance Director
Allstate Insurance Company

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4:20 - 6:15 EXHIBITS AND RECEPTION
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