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 - 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
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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12:00 - 12:30 DATA GOVERNANCE SOLUTIONS

Monday
December 4
12:00–12:30

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Data Offense or Data Defense: Why Not Both?
Paul Brunet, VP, Product Marketing, Collibra

Data governance is the secret to delivering the trust and compliance every data citizen needs to help drive your business forward. But for too many organizations, data governance still means control. And lots of it. Isn't it time to think differently about data governance?  During this session, Collibra will share why industry leaders are changing their approach to data governance. They'll also highlight the three governance capabilities every organization needs to empower all data citizens to find, understand, and trust their data.

Level of Audience:
All Levels

Speaker:
Paul Brunet Paul Brunet
VP, Product Marketing
Collibra

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Monday
December 4
12:00–12:30

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Cart Before the Horse? The Relationship of Data Governance and MDM
Mark Rowan, Head of Global Sales, Prolifics

MDM can be an incredibly powerful tool, breaking down silos of information to enable faster, better decisions and business processes. But achieving this nirvana is not easy, and implementing a tool is not enough. What happens when the source data is in widely diverse formats? When the quality of the data is unknown? How do you ensure that you maintain confidence in your MDM data not only at “go live” but also years into the future?

Prolifics will share specific client scenarios where their resulting healthy MDM solutions were built on thoughtful work to understand the data’s true potential, prepare the data, and establish effective long term governance procedures. We will share examples from the financial services and hospitality industries.

Level of Audience:
All Levels

Speaker:
Mark Rowan Mark Rowan
Head of Global Sales
Prolifics

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1:30 - 4:45 AFTERNOON TUTORIALS

Monday
December 4
1:30–4:45

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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
1:30–4:45

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PM2 - Rescuing a Struggling Data Governance Program
Anne Buff, Advisory Business Solutions Manager, SAS
Data Governance programs often have great momentum as they start out but fizzle out over time, some quicker than others. What is it that makes it so difficult to sustain a data governance program? The answer: many things. It takes far more than a solid framework to keep the data governance flame burning. It requires effective communication, an apt environment/culture, and understood value - none of which develop instantaneously. And without ongoing development and care, your data governance program feels the effect.

In this session, we will discuss how to identify what may be taxing your data governance program and how to lessen the strain. We will also explore ways to strengthen your program to be more sustainable going forward.

In this tutorial, we will share:

  • Warning signs that your program is losing steam
  • Key factors that affect sustainability
  • Ways to get a declining program back on track
  • Alternative ways to position data governance to drive interest

Level of Audience:
Advanced

Speaker:
Anne Buff Anne Buff
Advisory Business Solutions Manager
SAS

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Monday
December 4
1:30–4:45

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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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5:00 - 5:45 AFTERNOON CONFERENCE SESSIONS

Monday
December 4
5:00–5:45

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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
5:00–5:45

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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
5:00–5:45

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Lessons Learned When Building a Customer Data Strategy
Jeraldyn Rivest, Director Customer Data Strategy, U.S. Bank

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.

Learn how our approach includes simple words to remind strategists that innovative ideas can be accomplished by proper timing and messaging.

  • Big Picture
    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.
  • Right Sizing
    Approach the big picture by right-sizing the effort to obtain the necessary support and funding with limited risk to your organization.
  • Faster Wins
    Accomplish quicker wins by leveraging tools, processes and resources that your organization has already invested in 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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