Tutorials and Afternoon Conference Sessions
November 14, 2016

Monday
November 14
7:00–6:00
Registration
Monday
November 14
7:00–8:30
Continental Breakfast
8:30 - 11:45 MORNING TUTORIALS

Monday
November 14
8:30-11:45

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AM1 - Data Governance 101: Policies, Processes, Roles, Metrics 
David Loshin, President, Knowledge Integrity
In this introductory tutorial we provide an overview of the policies, practices, and roles associated with initiating a data governance program, as well as methods for defining and presenting metrics for management and sustainability. An effective data governance demands practices and techniques for establishing the corporate value proposition for data governance, defining and approving data policies, putting those policies into production., and ensuring that the policies continue to be observed.

This requires effective communication of data policies and associated guidance across line-of-business boundaries, as well as repeatable processes for organizing data requirements for all key data concepts across the organization. Assessing the breadth of data requirements and expectations from across the line of business landscape is key, as is ensuring consistent observance of those requirements through the design, development, and implementation phases of the system development life cycle.

In this tutorial we will also look at some practical operational aspects of data governance and stewardship, such as documenting data standards, harmonizing business term definitions and semantics, and methods for monitoring of observance to data expectations.

Attendees will learn about:

  • Drivers for data governance
  • Organizational operating model for data governance
  • Roles and responsibilities
  • Collecting data requirements
  • Processes for defining and approving data policies
  • Oversight of common reference data concepts
  • Defining measurable metrics
  • Operational data stewardship
  • Data governance reporting

Level of Audience:
Introductory

Speaker:
David Loshin David Loshin
President
Knowledge Integrity

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Monday
November 14
8:30-11:45

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AM2 - Operationalizing Data Governance: Data Stewardship Certification, Tools, Dashboards & Data Sharing Agreements  
Sunil Soares, Founder & Managing Partner, Information Asset
This tutorial will focus on an end-to-end approach to operationalize data governance.

Topics to be covered include the following:

  • Selecting target data domains based on the Enterprise Logical Data Model
  • Identifying, training and certifying data stewards
  • Agreeing on Critical Data Elements
  • Documenting data policies and standards
  • Managing a business glossary
  • Leveraging metadata for data lineage and impact analysis
  • Documenting business rules
  • Implementing a data quality program including issue resolution
  • Managing master data rules for data quality, data validation, match/merge and consolidation
  • Governing reference data
  • Managing information security
  • Implementing acceptable use standards and data sharing agreements
  • Developing data governance dashboards

Level of Audience:
Intermediate

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

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Monday
November 14
8:30-11:45

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AM3 - The Role of Data Governance in Big Data and Analytics – 10 Things Data Governance can do to Ensure Success 
John Ladley, President, Chief Delivery Officer,  First San Francisco Partners
Now that our industry has a few years of experience under its belt with big data and analytics we can observe consistently occurring challenges that fall squarely in the realm of data governance. Many of these challenges are typical of any data project, but some are unique to big data and analytics. 

This tutorial will go through the “top ten” challenges to successful deployment of big data and analytics efforts. 

For each change, we will cover:

  • A detailed example of the challenge
  • Root cause analysis
  • Data governance activities that remediate the challenge
  • Guidance on how to integrate the activities into your current DG program, or initiate a new DG program with these activities   

Level of Audience:
Intermediate

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

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1:00 - 4:15 AFTERNOON TUTORIALS

Monday
November 14
1:00–4:15

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PM1 - Three-Tiers of Building and Governing a Business Glossary  
Robert S. Seiner, Publisher/President, TDAN.com/KIK Consulting
Addressing issues associated with building and maintaining Business Glossaries are a focus of many data governance and metadata management programs. Construction, validation and approval of the business terminology and definitions requires resources and a plan to deliver meaningful value to the organization.

In this tutorial Bob Seiner addresses the three tiers of a successful Business Glossary strategy and the governance components required to produce and maintain the value of the metadata. Bob will also address the use of tools in the strategy and the business requirements of tool selection. Compare your strategy to the one presented in this interactive session highlighting successes and impediments.

In this session Bob will discuss:

  • Semantic, business and technical tiers of a Business Glossary strategy
  • Critical metadata associated with each of the tiers
  • Resources required to build and implement the Glossary
  • Processes associated with governing the Glossary
  • Use of tools and tool selection requirements

Level of Audience:
Intermediate

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

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Monday
November 14
1:00–4:15

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PM2 - The Business Case for Organization Change Management in Data Governance – Overcoming Resistance and Altering Behaviors
John Ladley, President, Chief Delivery Officer,  First San Francisco Partners

Too many data governance and information management programs end up as “shelf-ware”.  This is expensive and disheartening. It is common to recognize that the main reason is failure to manage the required changes in behavior. Implementing new policy, accountability and responsibility requires specific planning and oversight.  Data governance will not succeed without managing the changes and leveraging your culture.

This tutorial is specifically aimed at planning the sustaining EIM programs, especially data governance. This includes an organization change management effort unique data governance, data quality and other programs. This class will cover in detail the barriers to overcome and sustain the many efforts and initiatives required for successful data governance. 

Attendees will leave with a basic tool kit for developing their own organization change management plan for DG, but this effort can be applied to MDM or any other sub-discipline of EIM. 

Class topics: 

  • The basics of organization change and cultures
  • Specific issues of change with data governance efforts
  • Prescribe activities to deal with obstacles and issues 
  • Creating the business case for Organization Change Management (OCM)
  • Building the change plan
  • Building and maintaining the change team

Level of Audience:
Introductory

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

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Monday
November 14
1:00–4:15

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PM3 - Superheros Wanted Capes Optional:  Building a Strong Data Stewardship Community within your Organization 
Erik Ferrone, Sr. Mgr F&A Data and Process Governance, TIAA
Michael Nicosia, VP F&A Strategy, Planning & Data Governance, TIAA
Why are superheroes super?  The answer to this question has been debated since the first comic book was created.  Interestingly enough, the characteristics that make a superhero, super are the same type of characteristics (criteria) that you should look for in your Data Stewards.  Now, more than ever, it is clear that a ground swell for effective data stewardship is upon us.  Strong stewardship is what enables effective and sustainable data governance, and without it, your governance efforts will fail, at worst, or be marginally successful at best.

This tutorial will provide insight into:

  • Why the "business" should be leading and driving Stewardship within an organization
  • How to establish a strong, sustainable stewardship community within your organization
  • Who should be considered a data steward and what does a good one look like
  • What it really means to be a Data Steward within an organization - their roles/responsibilities
  • What good data stewardship looks like
  • Steps you can take to engaged, educate and train Data Stewards for the long journey

Level of Audience:
Introductory

Speakers:
Erik Ferrone Erik Ferrone
Sr. Mgr F&A Data and Process Governance
TIAA

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  Michael Nicosia Michael Nicosia
VP F&A Strategy, Planning & Data Governance
TIAA

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4:30 - 5:20 AFTERNOON CONFERENCE SESSIONS

Monday
November 14
4:30–5:20

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Ask and You Shall Receive: Practical Steps to Get Your Program Moving
Derek Thompson, Data Governance Advisor, JM Family Enterprises
Diane Greblick, Data Governance Lead. JM Family Enterprises
Building support among business partners is key to creating a successful Data Governance program and many organizations encounter obstacles when attempting to do so. This session will focus on how World Omni’s Data Governance Office was able to navigate through those obstacles in order to develop a laser-focused message and path for moving forward the Data Governance discipline within the organization. They will review their method for moving from a disconnected message to a more robust and understandable message with concrete goals to help drive governance. They will also share their thoughts and insights into the importance of Change Management, not just focusing on support of the primary sponsor, but full engagement of the sponsor.

This session will cover the following:

  • Understand change management in your organization
  • Sponsor support/engagement
  • Development of clear and consistent messaging
  • Provide interactive training to Data Owners and Stewards (make it real, connect to the person not just the role)

Level of Audience:
Intermediate

Speakers:
Derek Thompson Derek Thompson
Data Governance Advisor
JM Family Enterprises

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  Diane Greblick Diane Greblick
Data Governance Lead
JM Family Enterprises

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Monday
November 14
4:30–5:20

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'Operational Risk' and 'Data Governance' are Very Best Friends
Michael McMorrow, Principal, MMM Data Perspectives Ltd
Operational Risk and Data Governance are tight allies and should leverage each other for business sponsorship of joint initiatives.

Data is typically now a critical business risk in itself, or a key mitigate for managing other critical business risks.

This session will discuss:

  • Aligning Data Governance and Operational Risk policies
  • Promoting a 'risk thinking' culture amongst Data Governance stakeholders
  • Using 'risk language' to grab business attention and solicit business support
  • Building hard links between Data Governance activities (e.g. DQ scorecards) and Operational Risk Registers
  • Practical examples, from the presenter’s experience, to illustrate the interdependence between Data Governance and Operational Risk.

Level of Audience:
Intermediate

Speaker:
Michael McMorrow Michael McMorrow
Principal
MMM Data Perspectives Ltd

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Monday
November 14
4:30–5:20

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Turning a Cruise Ship with a Plastic Oar, the Cultural Impacts of Data Governance
Shannon Fuller, Director, Data Governance, Carolinas HealthCare System
The culture of your organization will dictate the manner and speed at which you can implement a Governance program. Understanding the impacts of implementing a Governance program on the organization is a key element in designing your roadmap, communication strategy and implementation plan.

Key Questions:

  • Does the organization really understand what Governance means?
  • Where do you start?
  • Do you currently and /or are you ready to manage your data?
  • How much change can the organization absorb?
  • Is there a problem, where are the pain points?

Level of Audience:
Introductory

Speaker:
Shannon Fuller Shannon Fuller
Director, Data Governance
Carolinas HealthCare System

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5:30 - 6:15 

Monday
November 14
5:30–6:15

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Data Governance Health Care Special Interest Group
Ann Meehan, RHIA, Director, Information Governance, AHIMA IGAdvisors™
Data Governance is not easy no matter the industry, but add in compliance and regulation and the job gets even crazier! Healthcare as an industry faces some of the greatest challenges when it comes to data governance because in addition to experiencing common business data issues and frustrations there also are significant changes and requirements from government policy; patient privacy; interoperability with provider, patients and insurers; and, oh yeah, lives are on the line every day. NO PRESSURE!

The purpose of this SIG is to provide a forum where data governance practitioners in the healthcare industry can interact with their peers and learn more about techniques and approaches that may be valuable in their own environments, particularly related to how Data can help address emerging needs in a rapidly changing industry. 

The focus of this session will be two-fold:

  • To discuss how changes and emerging trends in healthcare are influencing data governance practices
  • To listen to the issues and goals to understand how the SIG can continue to evolve and provide resources to support data governance efforts in healthcare and related industries (including insurance, pharmaceutical, supply management, etc)

We encourage you to bring your stories, questions, concerns, best practices and unique perspectives to share with your peers and help influence data governance in health care for the future.

Level of Audience:
All Levels

Speaker:
Ann Meehan, RHIA Ann Meehan, RHIA
Director, Information Governance
AHIMA IGAdvisors™

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