Tutorials and Afternoon Conference Sessions
December 4, 2017

Monday
December 4
7:00–6:00
Registration
Monday
December 4
7:00–8:30
Continental Breakfast
8:30 - 11:45 MORNING TUTORIALS

Monday
December 4
8:30-11:45

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AM1 - How to Get Started with Data Governance 
Robert Seiner, President/Publisher, KIK Consulting/TDAN.com
Organizations that are just beginning to implement Data Governance programs often have a difficult time getting started. There are several reasons for this and several key components that must be addressed appropriately to assure a smooth start and program longevity. The truth is that getting started does not have to be as difficult as one would think.

In this tutorial with Bob Seiner, he will address the reasons why organizations have a difficult time getting started and share techniques and templates that have demonstrated success at many organizations.

In this session, Bob will discuss how to:

  • Select the Appropriate Approach to Data Governance
  • Conduct a Best Practice Analysis
  • Build a Roadmap to Success
  • Define Roles and Responsibilities
  • Build and Deliver a Communication Plan

Level of Audience:
Introductory

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

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Monday
December 4
8:30-11:45

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AM2 - Driving Your Data Governance Program from a Business Viewpoint: Best Practices, Direction and Advice  
John Ladley, President, Chief Delivery Officer, First San Francisco Partners

If you believe information is truly an asset, then engaging the entire business is mandatory. If managing information assets is a business issue, then data governance is a business program. Research shows none of the critical success factors for data governance have anything to do with technology. It is a key success factor that DG is aimed at providing business results, not IT results. It is also a proven fact that strong sponsorship is crucial for the success of any transformation in an organization, and EIM and DG is no different. Because so many DG programs are being initiated by business demand many participants and stakeholders find themselves in new territory.

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

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

The tutorial will cover:

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

Level of Audience:
Intermediate

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

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Monday
December 4
8:30-11:45

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AM3 - Building a Business Glossary 
Sunil Soares, Founder & Managing Partner, Information Asset
In this session, Sunil Soares will cover the following best practices relating to building a business glossary:
  • Defining data taxonomies
  • Writing good business definitions
  • Dealing with multiple definitions for the same business term (e.g., customer)
  • Developing workflows such as add/modify business term
  • Certifying business terms
  • Identifying Critical Data elements
  • Adding custom attributes in the business glossary such as example and calculation
  • Adding custom relations such as between report and business term
  • Adding custom assets such risk model and data sharing agreement
  • Alignment with data governance tools

Level of Audience:
Intermediate

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

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1:00 - 4:15 AFTERNOON TUTORIALS

Monday
December 4
1:00–4:15

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PM1 - Defining Effective Data Policies  
David Loshin, President, Knowledge Integrity
Conventional approaches to data governance that focus on operating models and org charts are necessary but insufficient, and it is no surprise that these approaches fail to deliver on expectations. In the modern data-driven organization, data governance goes beyond the formulation of a council and initiating a metadata scan. Strategic data governance combines the definition of data policies with methods for enforcement and descriptions of the roles and responsibilities for ensuring compliance and alignment with business objectives.

This tutorial explores ways to link data policies to the organization’s business goals as a way of minimizing the risks of diminished effectiveness or even outright failure. By examining the different types of data policies that must be managed as part of a data governance activity, we provide a framework for connecting data management to business needs. We then discuss ways of distilling business policies from business objectives, identifying data dependencies, defining business-relevant data policies, methods of data policy compliance, and ways that tools support data policy enforcement.

Attendees will learn about:

  • Classification of data policies
  • Isolating business policies and defining data policies
  • Linking data dependencies to business policy compliance
  • Data policy compliance
  • Technologies supporting data governance

Level of Audience:
Introductory

Speaker:
David Loshin David Loshin
President
Knowledge Integrity

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Monday
December 4
1:00–4:15

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PM2 - How to Save a Failing Data Governance Program
Robert Seiner, President/Publisher, KIK Consulting/TDAN.com
Data Governance programs tend to take a long time to get started, to gain momentum and to demonstrate measurable value to the organization. Over this period, programs often fail to sustain the level of enthusiasm that existed when the program was just starting. There are many reasons for this. Management interest wanes, new projects grab people’s interests and work group meetings cease to be efficient and effective.

In this tutorial, Bob Seiner will identify and address the reasons why Data Governance programs fall apart or fail to be sustainable over lengthy periods. The initial approach to developing the program has something to do with it but lack of focus on essential program components is the true villain. Bob will share techniques that he has developed to assure long term program health.

Learn:

  • Ways to recognize that your Program is Dying
  • Core Program Components that Require Sustained Attention
  • Steps to Follow to Prevent an Early Program Demise
  • Ways to Extend Program Enthusiasm
  • How to Assure Program Continuity and Longevity

Level of Audience:
Advanced

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

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Monday
December 4
1:00–4:15

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PM3 - Best Practices for Developing Data Quality and Data Governance Metrics 
Michele Koch, Director Enterprise Data Intelligence, Navient
Barbara Deemer, VP Financial Systems and Chief Data Steward, Navient
Metrics are critical to marketing and sustaining your Data Governance and Data Quality Programs.  This tutorial will provide a detailed, step-by step account of Navient’s successful approach to developing program metrics associated with their award winning enterprise Data Governance and Data Quality Programs.  It will also cover deriving business value metrics by quantifying the impacts to generating revenue and avoiding costs.

Topics that will be covered include:

  • Overview of DG Program concepts to set the stage for tracking and reporting DG metrics
  • Engaging the Data Governance Council and identifying business approvers for metrics
  • Techniques used to identify and quantify business value
  • Determining business value categories
  • Assigning business value status criteria ranges
  • Determining business value calculations
  • Generating the business values to populate a dashboard
  • Resolving data issues/errors that are identified
  • Tracking potential versus actual business value

Level of Audience:
Introductory

Speakers:
Michele Koch Michele Koch
Director Enterprise Data Intelligence
Navient

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

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4:30 - 5:15 AFTERNOON CONFERENCE SESSIONS

Monday
December 4
4:30–5:15

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Building Data Governance from Scratch
Kristi Lahti-Johnson, Hennepin County Data Governance Officer, Hennepin County
Learn how Hennepin County started their data governance program from scratch and successfully addressed the challenges of governance in local government.

Data governance is the universal approach to managing and securing data in organizations. However, it isn't a one-size-fits-all solution. Local public sector agencies are regulated by federal rules, state laws and industry regulations. In addition, these agencies are multifaceted: collecting data on roads and bridges, law enforcement and corrections, energy and environment, licensing and properties, social and protection services, and libraries. These factors create distinct challenges to implementing a data governance program.

In this session, Kristi Lahti-Johnson, Data Governance Officer and Responsible Authority for Hennepin County, MN, will share how the Hennepin County Data Governance Team navigates the unique challenges local governments face in respect to protecting data privacy, ensuring compliance with federal and state regulations, and building a culture in which staff know how to manage data responsibly.

Topics include:

  • Policies and procedures - balancing the individual privacy rights of our residents, the public's right to know about their government, and the government's need for and use of the data to do its work
  • Large and complex agency - implementing a data governance program across 30 diverse departments that don't always speak the same language
  • Change management challenges - team of six staff works to engage and educate over 7,000 employees
  • Resource constraints - program budgets, staffing, data management knowledge
  • Lessons learned

Level of Audience:
Introductory

Speaker:
Kristi Lahti-Johnson Kristi Lahti-Johnson
Hennepin County Data Governance Officer
Hennepin County

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Monday
December 4
4:30–5:15

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Data Governance in a Big-Data-as-a-Service-Platform - Utility Industry Case Study
Bob Thomas, Director Energy Market Analysis, Dominion Energy
Peter Carr, Principal, CapTech Consulting
Learn how Dominion Energy modified traditional Data Governance policies and developed strong governance policies for their newly created cloud-based data lake.

This case study explores the appropriate business, technical, and process metadata that should be required in a cloud-based data lake. Learn how these data governance components data quality, security, access and lineage manifest themselves in cloud-based big data solutions.

Topics include:

  • Security and developing appropriate access and controls to the environment
  • Modifying governance policies crafted for traditional RDBMS solutions to a Cloud-based, Big Data environment
  • Determining  acceptable levels of data quality in this new environment
  • Ensuring that performance was not impeded by the data governance process

Level of Audience:
Intermediate

Speakers:
Bob Thomas Bob Thomas
Director Energy Market Analysis
Dominion Energy

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  Peter Carr Peter Carr
Principal
CapTech Consulting

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Monday
December 4
4:30–5:15

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Think Big Start Small Move Fast
Jeraldyn Rivest, Director Customer Data Strategy, U.S. Bank
Lessons learned when building an organization’s enterprise-wide approach to managing customer data, establishing customer data as a governed domain and building out a multi-year strategy to achieve one view of the customer.

Inspired by the book title, "Think Big. Start Small. Move Fast" a multi- book that describes the authors' experiences with embedding innovation at the Mayo Clinic. This Case Study is a fresh approach on how selling data governance is key to building the momentum to inspire and influence stakeholders to support a multi-year customer data strategy. Think Big. Start Small. Move Fast are simple words to remind strategists that innovative ideas can be accomplished by proper timing and messaging.

  • Think Big
    • Understand and be able to articulate the big picture and business value of where you need to be to remain relevant and competitive in the changing customer-centric environment.
  • Start small.
    •  Approach the big picture by right-sizing the effort in digestible sizes to obtain the necessary support and funding with limited risk to your organization.
  • Move fast.
    • Accomplish quicker wins by leveraging tools, processes and resources that your organization has already in invested to deepen the support and funding needed to realize a multi-year strategy.

Level of Audience:
Introductory

Speaker:
Jeraldyn Rivest Jeraldyn Rivest
Director Customer Data Strategy
U.S. Bank

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