Conference Sessions and Afternoon Workshops
December 5, 2018


Wednesday
December 5
7:30–3:30
Registration
Wednesday
December 5
7:00–8:00
Continental Breakfast
7:20 - 7:50 CONCURRENT SESSIONS

Wednesday
December 5
7:20–7:50

arrowBack to top

Zen with Len
What Does Zen Have to do With Data Governance. The Answer is "Everything". Find Out Why
Kensho Len Silverston

Meditation, Qigong (moving meditation), and Talking Meditation (The what, why and how of meditation)

Prepare yourself and your mind for the day so you can make the most of it!

Come invigorate yourself, reduce stress, develop your mind, and learn about and practice meditation.

Len Silverston, who is not only a data management, data governance, and data modeling thought leader, but is also a fully ordained Zen priest and spiritual teacher, will provide this brief overview of what meditation is, why it is important, how to meditate, and lead a sitting meditation and moving meditation (Qigong) session.

Some ask, ‘What does Zen have to do with data governance’. The answer is ‘everything’. Find out why.

This will be an enlightening, wonderful session to start your day in a relaxed and receptive state of mind!

Level of Audience:
All Levels
Speaker:
Kensho Len Silverston
Kensho Len Silverston

arrowTo Speaker's BIO
8:00 - 8:45 CONCURRENT SESSIONS

Wednesday
December 5
8:00–8:45

Financial
Services
Track

 

arrowBack to top

From 0 to 90: Implementing a Data Quality Framework to Accelerate Measuring Data Quality
Mark Blanchette, SVP, Director Business Technology and Data Management, Seacoast Bank

In this case study follow Seacoast’s success story as the Data Governance and Data Quality program was quickly stood up so that the Bank could begin to measure and monitor data quality.

During the Bank’s 90+ year’s history, the organization did not have a formal data governance program. With numerous bank acquisitions over the last several years the time was right to gain the benefits that Data Governance and Data Quality would bring to the organization. With an emphasis on speed to delivery and to implement a scalable and comprehensive solution, the bank developed a Data Quality Framework that laid the foundation for measuring and monitoring data quality. With the framework in hand, the team rolled out a series of deliverables that increased not only the visibility of data quality issues, but helped to ensure a high level quality of data for use in the banks very successful data analytics programs. Along the way, the bank leveraged its innovative use of data virtualization to help logically centralize sources of data.

Participants of this case study session will:

  • Have exposure to Seacoast’s data quality framework
  • Steps/approach the team took to operationalize data quality
  • Lessons learned and next steps
Level of Audience:
Intermediate
Speaker:
Mark Blanchette Mark Blanchette
SVP, Director Business Technology and Data Management
Seacoast Bank

arrowTo Speaker's BIO
 

Wednesday
December 5
8:00–8:45

arrowBack to top

Beyond GDPR: Data Due Diligence is the Next Requirement
William Tanenbaum, Lawyer, Polsinelli PC Law Firm
GDRP is here and data due diligence is the next mixed business and legal issue that needs to be addressed. Due diligence is what business and their lawyers will require before entering into contracts and arrangements to share, monetize or use data in corporate transactions or research projects -- without embarrassment or undue rounds of data improvement. The purpose of data analytics is generating proprietary business insights for internal strategic planning and achieving external competitive advantage. Data analytics is required to achieve this result. Preparing for data diligence makes the data organization part of the journey to internal value and the company's use of data for revenue generation.

As data changes business, legal and data professionals must work together to succeed.

  • What is data diligence?
  • Why is it needed?
  • When is it needed?
  • How do you do it?
  • What if you do not do it or do not do it well?

Level of Audience:
Intermediate

Speaker:
William Tanenbaum William Tanenbaum
Lawyer
Polsinelli PC Law Firm

ArrowTo Speaker's BIO

 

Wednesday
December 5
8:00–8:45

arrowBack to top

Data Governance: From Chaos to Harmony
Shawn Houston, VP of Global Data Governance, JLL

Introducing a formal enterprise data governance team into a company can be challenging. Even more so when the company has many siloed lines of business with separate business and IT teams. But it can be done. 

In this presentation we will follow how the Data Governance team at JLL has been able to achieve success in this area. Four years ago they were a brand new team with a challenge of introducing Enterprise Data Governance to aid in the development of a new consolidated Commercial Real Estate offering titled RED. This was a product that would integrate the applications of all the lines of business.

Challenges included:

  • Lack of standards 
  • No Consistency in Data across lines of business 
  • No interaction/communication between teams 
  • Data quality issues 
  • Unclear or non-existent data governance processes 

The Data Governance team has been able to address all of these challenging issues to varying degrees. In this presentation we will share what has worked and what did not.

A key takeaway from this presentation will be that people skills are very important in bringing an organization along in a new data governance initiative. In a culture not used to having integrated data governance processes and functions convincing people that Data Governance is important for them to put resources into can be particularly challenging. It was not until we were able to bring teams together to see that they had to work together that we were able to gain traction with our data governance initiatives. I will show how we addressed that particular challenge, missteps and ultimately success.

Level of Audience:
Introductory

Speaker:
Shawn Houston Shawn Houston
VP of Global Data Governance
JLL

arrowTo Speaker's BIO

 

Wednesday
December 5
8:00–8:45

arrowBack to top

How Data Governance Accelerated Operational Excellence at Lee Health Systems
Brian Veara, Program Director, Catalysis
Marcelo Zottolo, VP Analytics, Lee Health

As the Program Director for a peer to peer healthcare learning network, I’ve had the opportunity to hear about data governance experiences from participants across the US and Canada.

In this session your will learn how participants have re-started their data governance program for greater impact and how Lee Health Systems –a 5 hospital healthcare system has developed their data governance program to accelerate their improvements clinical and operational excellence.

Session takeaways:

  • The key foundational components to data governance
  • How to run effective data governance committee meetings
  • How to restart a stalled data governance initiatives
  • What  NOT to do with your data governance program

Level of Audience:
Intermediate

Speakers:
Brian Veara Brian Veara
Program Director
Catalysis

arrowTo Speaker's BIO

  Marcelo Zottolo Marcelo Zottolo
VP Analytics
Lee Health

arrowTo Speaker's BIO

8:45 - 9:15 COFFEE BREAK AND EXHIBITS OPEN
9:15 - 10:00 CONCURRENT SESSIONS

Wednesday
December 5
9:15–10:00

Financial
Services
Track

 

arrowBack to top

The Human Side of Data Governance Success
Jeraldyn Rivest, Director, Data Quality and Customer Data Strategy, US Bank

You read the books and listened to the experts. Your team has written airtight data governance policy and implemented an amazing toolset to go along with it. You have completed demos, road shows, and everyone agrees that you have done a great job. So why is the adoption of data governance struggling so badly in your organization? Why are you having to pull teeth to get participation?

Even a small number of people can be the difference between a successful data governance effort and a failure. This session will help you identify champions and obstacles as well as give you strategies to lay the groundwork for success.

In this session we will discuss how to address the human side of a data governance initiative by:
  • Empowering early adopters
  • Encouraging "feet-draggers"
  • Removing human obstacles
  • Creating a community of data governance professionals
Level of Audience:
Introductory
Speaker:
Jeraldyn Rivest Jeraldyn Rivest
Director, Data Quality and Customer Data Strategy
US Bank

arrowTo Speaker's BIO

 arrow

Wednesday
December 5
9:15–10:00

 

arrowBack to top

How Amica Mutual Insurance Built a Business Glossary
Donald LeMay, Data Governance Analyst, Amica Mutual Insurance

Is your business glossary captured in a spreadsheet? Do you find it tedious to manage and easy to get out of synch? At Amica, we realized that a strong Business Glossary is the cornerstone of a successful Data Governance program, and that continuing to track business term definitions and metadata in a spreadsheet was not practical.

Employees need to share a common business language in order to have consistency, and access to metadata is invaluable when reporting and analyzing data. When a Business Glossary also shows the system of record and a business term's full data lineage, it is invaluable to the entire Enterprise, Business and IT alike. Utilizing a team of Data Stewards with cross divisional representation, achieving this can be done in your organization, providing value and entrenching your Data Governance program.

This presentation will illustrate how we built the Amica Business Glossary and how it is currently used by 3500 employees across the country.

Level of Audience:
Introductory

Speaker:
Donald LeMay Donald LeMay
Data Governance Analyst
Amica Mutual Insurance

arrowTo Speaker's BIO

   
 arrow

Wednesday
December 5
9:15–10:00

 

arrowBack to top

The Governance Paycheck - Early Rewards
David McLean, Manager, Enterprise Data Management and Governance, Paychex, Inc.
Melanie Mecca, Director, Data Management Products and Services, CMMI Institute

Paychex is a recognized leader in the payroll and human resources industry, serving approximately 605,000 businesses nationwide, strongly committed to its clients since its founding in 1971. Aligning with business strategy goals, to: create an accurate 360-degree view of its clients; reduce time to insight for analytics; and enable data valuation for monetization, Paychex conducted an assessment of data management practices against the Data Management Maturity Model.  The resulting recommendations led to establishment of a Data Management Organization, standing up data governance, and leveraging the Client MDM project to implement core data management processes.  Through governance, Paychex has enhanced data awareness among business lines and is implementing practices needed for transformational data integration. You will learn:
  • How to provide a strong foundation for governance through a pilot project
  • How to ensure that data management efforts yield immediate tangible results
  • How to develop meaningful metrics for an EDM program

Level of Audience:
Intermediate

Speakers:
David McLean David McLean
Manager, Enterprise Data Management and Governance
Paychex, Inc.

arrowTo Speaker's BIO

  Melanie Mecca Melanie Mecca
Director, Data Management Products and Services
CMMI Institute

arrowTo Speaker's BIO

 arrow

Wednesday
December 5
9:15–10:00

 

arrowBack to top

Winning the Battle for Data Governance at the Department of Interior Office of Natural Resources Revenue
John Hovanec, Program Manager & Data Governance Officer, Office of Natural Resources Revenue
Ryan Jordan, Chief Data Steward, Office of Natural Resources Revenue

Leading the Data Revolution - First-hand account of how the Department of Interior Office of Natural Resources Revenue (ONRR) established a data governance program. Like many other organizations, ONRR has difficulty managing data as a strategic asset. A lot of personnel, effort, and money are spent on enhancing and maintaining our systems, but there was no group whose sole focus was on the data. The result was lack of business input, limited data understanding, conflicting actions between business groups, and numerous workarounds. Two years ago project teams kicked off to set forth a new data strategy. The result: establishing data governance led by the business and working with IT.
We will discuss many key activities that led to adoption of data governance from the ground-level employees to senior executives.
  • Start with the bottom-up - define the pain points
  • Focus on describing the data issues
  • Develop an approach to address these issues
  • Give your employees a voice
  • Sell your idea and find a champion at the top
  • Plan, test, implement, and perfect
Level of Audience:
Introductory
Speakers:
John Hovanec John Hovanec
Program Manager & Data Governance Officer
Office of Natural Resources Revenue

arrowTo Speaker's BIO

  Ryan Jordan Ryan Jordan
Chief Data Steward
Office of Natural Resources Revenue

arrowTo Speaker's BIO

10:00 - 10:10 ROOM CHANGE
10:10 - 10:40 DATA GOVERNANCE SOLUTIONS

Wednesday
December 5
10:10–10:40

arrowBack to top

Metadata Governance: Empowering BI with Automation & Analysis
Amnon Drori, CEO and Co-Founder, Octopai

With growing amounts of data and data sources, organizations today are making data governance a priority. However, what many companies have not yet come to terms with when implementing their data governance strategy and supporting tools, is the criticality of metadata in the process. As the ‘data about data,’ metadata provides the value and purpose of the data content, thereby becoming an extremely effective tool for quickly locating information – a must for BI groups dealing with analytics and business user reporting.
  • Visibility and control of metadata is everyone’s problem: use cases
  • Without metadata, data governance can’t really happen
  • The ongoing struggle for BI the team
  • Automation of metadata management significantly boosting BI efficiency

Level of Audience:
All Levels

Speaker:
Amnon Drori Amnon Drori
CEO and Co-Founder
Octopai

arrowTo Speaker's BIO

arrow10:40 - 10:50 ROOM CHANGE
10:50 - 11:35 CONCURRENT SESSIONS

Wednesday
December 5
10:50–11:35

Financial
Services
Track

 

arrowBack to top

Making Your Data Strategy a Reality  
Bobbi Caggianelli, Director Six Sigma, Security Benefit

Data Strategy is a concept that is still foreign to many companies today. Follow our journey from research, to strategy, to tactical implementation of an enterprise-wide data strategy. Discover what Security Benefit, a Topeka Kansas based Life and Annuity Provider, has accomplished in one year. And learn how you too can get started in implementing data strategy in your organization.

Topics will include:
  • Assessing Current State
  • Gaining Support: Top Down and Bottom Up
  • Forming a Council
  • Selecting Stewards
  • Executing on Strategy
  • Roadblocks Encountered
  • Roadmap of the Future

Level of Audience:
Introductory

Speaker:
Bobbi Caggianelli Bobbi Caggianelli
Director Six Sigma
Security Benefit

arrowTo Speaker's BIO

 arrow

Wednesday
December 5
10:50–11:35

 

arrowBack to top

Data Governance - Making it Real
Theresa Peachey, Information Standards, Governance, and Quality Manager, American Family Insurance

Follow the journey of Data Governance at American Family Insurance, focusing on people and process. Learn how the foundational components of the Data Governance program proved valuable in reducing the sensitive data footprint.

Many organizations attempt a data governance program, unfortunately failing along the way one or many times. Learn how American Family initiated the program, overcame challenges and continues to mature with the changing environment.

Key topics include:

  • Program overview including focus areas and key roles
  • Business application of data governance services
  • Proven business value

Level of Audience:
Introductory

Speaker:
Theresa Peachey Theresa Peachey
Information Standards, Governance, and Quality Manager
American Family Insurance

arrowTo Speaker's BIO

 arrow

Wednesday
December 5
10:50–11:35

 

arrowBack to top

Governance by Blockchain: Using Blockchain's Smart Contract Features to Enable Better Sharing of Restricted Data
Kathy Rondon, VP Talent Management, The Reports & Requirements Co.
Sean Spann, CTO, Buchanan & Edwards

Bitcoin value may be going through the roof—and congratulations if you’ve been a beneficiary--but blockchain technology’s Smart Contract features offer a different kind of value in the data governance arena: enabling better and more consistent data sharing through immutable and distributed data sharing agreements. One of the hurdles in consistent sharing of data across organizational boundaries is the lack of transparency, visibility, and—yes—trust in the agreements made between parties who seek to share data assets. Blockchain technology may be able to help.

In this presentation, you will learn:

  • How data sharing agreements can be "oraclized" to encode sharing requirements in the blockchain
  • How blockchained data sharing agreements can increase trust between federated data providers and consumers
  • How data assets can be exchanged as "colored coins" in a private blockchain environment
  • The challenges to implementation of a private blockchain data sharing environment.

Level of Audience
Intermediate

Speakers:
Kathy Rondon Kathy Rondon
VP Talent Management
The Reports & Requirements Co.

arrowTo Speaker's BIO
  Sean Spann Sean Spann
CTO
Buchanan & Edwards

arrowTo Speaker's BIO
 arrow

Wednesday
December 5
10:50–11:35

 

arrowBack to top

Facilitated Discussion
Strategies for the New Data Trinity
Deena Freed, Sr. Solutions Engineer, erwin, Inc.

Without data governance, the time and money organizations invest in data privacy and data security can be wasted. That’s because many of the incidents in which protections and controls fail are truly the result of not having data governance. Only when you know all aspects of data – from its location to how it’s used – can organizations secure and privatize relevant assets.

Deena Freed, Professional Services from erwin , Inc. facilitates this interactive discussion on the new data trinity of governance, security and privacy. Explore how to develop a data governance strategy that encompasses everything from politics to culture to create an enterprise data governance experience for discovering, understanding, governing and socializing data with greater context and control. 

Level of Audience
Intermediate

Speaker:
Deena Freed Deena Freed
Sr. Solutions Engineer
erwin, Inc.

arrowTo Speaker's BIO
11:35 - 11:45 ROOM CHANGE
11:45 - 12:30 

Wednesday
December 5
11:45–12:30

KEYNOTE
PANEL

 

arrowBack to top

Tips from the Trenches
Best Practices for Starting and Sustaining a Data Governance Program from Successful Practitioners

Moderator: Len Silverston, President, Universal Data Models
Panelists:
Yolanda Eyre, EDM Lead, CAS - division of the American Chemical Society
Jimm Johnson, Data Governance Program Lead, Scripps Health
Janice McKaughan, Sr. Manager Marketing Operations and Data Services, Focus on the Family
Michael Smith, SVP, Head of Data Strategy, Governance & Privacy-US Consumer,
Citi Bank, NA

In this keynote panel session successful data governance practitioners from diverse industries will discuss the challenges and obstacles they overcame in their data governance journeys.

Topics include:

  • Identifying where and how to start your data governance program
  • Right sizing your data governance efforts
  • Demonstrating the value of your data governance program and developing the right metrics
  • Innovative ideas for communicating and getting the word out
  • How to engage more participation from other departments or lines of business
  • How to expand your program from project level to enterprise data governance

Level of Audience
All Levels

Moderator:
Len Silverston Len Silverston
President
Universal Data Models

arrowTo Speaker's BIO


Panelists:
Yolanda Eyre Yolanda Eyre
EDM Lead
CAS - division of the American Chemical Society

arrowTo Speaker's BIO

  Jimm Johnson Jimm Johnson
Data Governance Program Lead
Scripps Health

arrowTo Speaker's BIO

         
Janice McKaughan Janice McKaughan
Sr. Manager Marketing Operations and Data Services
Focus on the Family

arrowTo Speaker's BIO

 

Michael Smith Michael Smith
SVP, Head of Data Strategy, Governance & Privacy-US Consumer
Citi Bank, NA

arrowTo Speaker's BIO

12:30 - 1:30 LUNCH AND EXHIBITS
1:30 - 4:45 AFTERNOON WORKSHOPS

Wednesday
December 5
1:30–4:45

arrowBack to top

W1 - Operationalizing Data Governance and Data Quality
David Loshin, President, Knowledge Integrity

Information collaboration and data sharing are on the rise, especially as organizations migrate their data to sharable cloud-based data lakes and interoperate with different systems via data services. At the same time, a growing community of “citizen data scientists” have an expanded appetite for consuming and analyzing data on their own terms. 

Yet as data volumes grow and individual data reuse increases, there are growing risks of misinterpretation, inconsistency, noncompliance with enterprise standards, as well as exposure of sensitive information beyond the bounds of the enterprise. Consequently, the need to govern and ensure the quality of data has never been greater. At the same time, we need to raise awareness of the value and criticality of information as an emerging asset within the enterprise. In this tutorial, we provide a framework for linking the specification and deployment of information policies, the pragmatic aspects of functional data quality validation and management, and the means for instituting data awareness across the technical and non-technical members of your organization as the basis for productionalizing data governance.

Attendees will learn about:

  • Transforming business requirements into information policies and standards
  • Data quality techniques such as profiling, standardization, and identity resolution
  • Identifying, classifying, and managing corporate data assets
  • Leveraging an enterprise data catalog and business glossary
  • Metadata awareness for enterprise consistency and policy compliance
  • Understanding and addressing information interoperability challenges
Level of Audience
Intermediate
Speaker:
David Loshin David Loshin
President
Knowledge Integrity

arrowTo Speaker's BIO

 

Wednesday
December 5
1:30–4:45

arrowBack to top

W2 - An Effective Approach to a Universal Business Glossary
Len Silverston, President, Universal Data Models
Having a clear, consistent, and enterprise wide accepted business glossary can have a huge effect to improve productivity, facilitate more effective communications, decrease costs of systems development and maintenance, increase data quality, and enhance systems integration.

Yet, so many organizations struggle to develop a commonly accepted vocabulary of business terms.

This workshop provides a comprehensive, proven, and effective approach to developing a ‘Universal’ business glossary, meaning that it is shared, accepted and used across the enterprise.

The workshop will share a methodology, approaches, tools, techniques, and case studies of organizations that successfully developed a common business glossary.

In this information, fun, and interactive workshop, you will learn:
  • The greatest challenges regarding developing a Universal business glossary from decades of past experiences
  • How to jump-start development of a business glossary saving huge costs and time
  • 13 important guidelines for developing definitions within the business glossary
  • How to develop an effective process for developing the glossary using a template process
  • How to capture data rules and other important information about each glossary item
  • How to facilitate collaboration and resolve differences between semantics, definitions, and rules to provide consistency across the enterprise

Level of Audience
Intermediate

Speaker:
Len Silverston Len Silverston
President
Universal Data Models

ArrowTo Speaker's BIO

 

Wednesday
December 5
1:30–4:45

 

arrowBack to top

W3 - Supporting Business Needs through Data Quality Metrics  
Danette McGilvray,  President and Principal, Granite Falls

How can a data leader: a) convincingly demonstrate the business value of high quality data, b) align data quality and governance activities with business goals, and c) clearly define success and incentivize the right behaviors? These are fundamental challenges and opportunities most data leaders and practitioners struggle with routinely.

A well-defined approach to data quality metrics provides actionable insights about the most important data on which your organization depends and suggests desired interventions needed to improve results. Metrics provide visibility to data quality issues so we can react quickly when they arise. Those same metrics can show us where things are working so we can confidently turn our attention to other priorities. There is also an art to metrics – understanding that metrics change behavior and designing them so you promote the behavior you intend.

This presentation will be beneficial to those seeking to enhance the value and effectiveness of their data quality function. Participants will leave equipped with robust techniques to develop or polish their data quality metrics and turn them into effective action.

Participants will learn and have a chance to discuss:
  • The importance of connecting metrics to business needs (goals, strategies, issues, opportunities)
  • A process for developing metrics – for data quality and business value
  • Real--life examples of various data quality metrics
  • How to avoid the most common measurement traps
  • Metrics as the foundation for improvement
  • The role of data governance in metrics

Level of Audience:
Intermediate

Speaker:
Danette McGilvray Danette McGilvray
President and Principal
Granite Falls

ArrowTo Speaker's BIO

 

Wednesday
December 5
1:30–4:45

 

arrowBack to top

W4 - Seeking the Truth: Metadata Foundations for Data Governance Excellence  
Anthony Algmin, Principal, Algmin Consulting

Before we set our direction with Data Governance, we need to understand the complexity that surrounds us. Metadata is the key, and this tutorial will show you why.

Organizations often make the mistake of jumping into decision-making without a clear understanding of where they are. This is like asking a GPS system to provide turn-by-turn driving instructions to your destination — WITHOUT knowing where you are starting!

It is worth the time and effort to plot a high-level map of our surroundings before we set off on a Data Governance journey. Core Metadata Management competency is a necessary (but insufficient) component of successful Data Governance programs. The key is to do enough Metadata Management to be directionally correct with Data Governance, and then building momentum by adding real value quickly.

This class will help you get started with Metadata Management as a catalyst for Data Governance. If your Data Governance efforts have stalled, or you aren’t sure what to do next, this class is for you!

Key Takeaways Include:

  • The symbiotic relationship between Metadata Management and Data Governance
  • How to get started with pragmatic Metadata Management activities
  • Establishing benchmarks for Data Governance success
  • Building momentum through real business value creation
  • Sustaining a Metadata Management program alongside Data Governance

Level of Audience:
Introductory

Speaker:
Anthony Algmin Anthony Algmin
Principal
Algmin Consulting

ArrowTo Speaker's BIO