Tutorials and Afternoon Conference Sessions
December 3, 2018

Monday
December 3
7:00–6:00
Registration
Monday
December 3
7:00–8:30
Continental Breakfast
8:30 - 11:45 MORNING TUTORIALS

Monday
December 3
8:30-11:45

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AM1 - How to Get Started with Data Governance 
Robert S. 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 S. Seiner Robert S. Seiner
President/Publisher
KIK Consulting/TDAN.com

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Monday
December 3
8:30-11:45

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AM2 - Sustainable Data Governance isn’t about Data or Governance – It’s about People  
Kelle O’Neal, Founder and CEO, First San Francisco Partners
Having trouble making your data governance processes stick? Are you getting pushback, even though everyone agrees governance is the right thing to do? How many times have you gone through this process?

Successful data governance means changes to your information management culture. Changing that culture means that you are asking people to think and behave differently about how data is created, accessed and used. If the results are to be sustainable, successful data governance change requires an organized and systematic way to manage those changes. In this tutorial, we will discuss the most significant obstacles to governance, and the critical success factors to working through those obstacles to achieve business benefit.

Using real-world examples from financial services institutions, we'll review:

  • The impact of data governance on an organization
  • Why is change difficult
  • Some Organizational Change Management (OCM) basics
  • The business case for managing change
  • Key factors for successful data governance change

Level of Audience:
Intermediate

Speaker:
Kelle O’Neal Kelle O’Neal
Founder and CEO
First San Francisco Partners

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Monday
December 3
8:30-11:45

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AM3 - Best Practices in Data Catalog Implementation 
Sunil Soares, Founder & Managing Partner, Information Asset
Data Catalogs are all the rage these days and are emerging as a separate category within Enterprise Data Management. In this session, Sunil will discuss best practices to implement a data catalog.

This tutorial will cover the following topics:

  • Ingestion of Diverse Data Sources
  • Preview of Sample Data & Profiling
  • Cataloging and certifying Business Intelligence Reports
  • Managing Data Lineage
  • Integrating and Positioning with Metadata Management & Data Governance tools
  • Data Shopping Cart & Workflow Enablement
  • Easy Interface for SQL Queries & Data Wrangling
  • Data Discovery & Sensitive Data Masking
  • Social Enablement
  • Tools such as Alation, Collibra, Podium Data and Waterline

Level of Audience:
Introductory

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

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Monday
December 3
8:30-11:45

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AM4 - Regaining Executive Sponsorship after Corporate Reorganizations
Michele Koch, Director, Enterprise Data Intelligence, Navient
Barbara Deemer, Managing Director, Chief Business Data Steward, Navient
Michele Koch, Data Governance Program Director and Barbara Deemer, Managing Director and Chief Business Data Steward from Navient will discuss the steps they took to re-institute their award-winning Data Governance/Data Quality Program after three corporate reorganizations over the last 10 years. This case study will review various lessons learned from having an established DG/DQ Program and how those can be utilized to address changes in business organization and structure.

Items to be discussed:
  • Strategy for Communication Plan
  • Use of Business Value Metrics
  • Considerations for New Structure

Level of Audience:
Intermediate

Speakers:
Michele Koch Michele Koch
Director, Enterprise Data Intelligence
Navient

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  Barbara Deemer Barbara Deemer
Managing Director,
Chief Business Data Steward
Navient

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12:00 - 12:30 DATA GOVERNANCE SOLUTIONS

Monday
December 3
12:00–12:30

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1:30 - 4:45 AFTERNOON TUTORIALS

Monday
December 3
1:30–4:45

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PM1 - A Roadmap for Building a Successful Data Quality Program: How to Get Started, and How to Assess and Improve What You Have 
John Talburt, Professor, University of Arkansas at Little Rock
Every organization will say they want high-quality data, but there is still confusion about some of the most fundamental questions. People often ask "What is data quality?"

"How is it measured?" "How do I show the value of data quality to management?"  "How do I build an effective data quality program? The tutorial is designed to answer these and other related questions and give participants actionable steps to implement a successful data quality management program.

Accurate business reporting and data analytics can only be achieved using high-quality data. Yet many organizations either do not have a data quality program, or they just focus on standardizing source data. Having a complete, ongoing program to measure, monitor, and improve the quality of data is a competitive advantage for an organization in today’s data driven economy. This tutorial is primarily for participants starting a comprehensive data quality program or wanting to assess and improve the capabilities of an existing data quality program. Hands on exercises are included.

Participants will learn:

  • The seven fundamental principles of data quality
  • The four pillars of data quality management every data quality program must have them
  • How to measure data quality – How to define goals, data quality metrics, and prioritize opportunities
  • How to use data quality analysis tools and techniques
  • How to interpret data profiling results
  • How to make a business case (ROI) for data quality

Level of Audience:
Introductory

Speaker:
John Talburt John Talburt
Professor
University of Arkansas at Little Rock

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Monday
December 3
1:30–4:45

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PM2 - 7 Essential Artifacts for a Successful Data Governance and Data Quality Program  
David Marco, President, EWSolutions
Many organizations have established the basic foundation of a data governance or data quality program but find themselves struggling with implementing the program into their organization’s activities. They have the structure in place, they have the people in place, but how do they take it to the next level of maturity across the enterprise? Does the organization have the proper artifacts and processes to use those artifacts to ensure success?

This tutorial presentation will provide 7 essential data governance artifacts that you can adapt to your organization’s culture and structure. Having these key artifacts at your fingertips will allow you to rapidly and smoothly respond to program inquiries, challenges, and organizational changes with continued growth and maturity.

Participants will leave the workshop with a collection of artifacts that can provide real world success. Usable, detailed templates and processes will be provided and examined, based on the real-world experiences in data governance and data quality with major organizations. Attendees will be able to customize these artifacts to suit their organization's needs and culture.

Learning Objectives will include:

  • Developing Data Governance as part of Enterprise Data Management Framework
  • Creating Essential Data Governance and Data Quality Artifacts
  • Measuring the Success of Data Governance and Data Quality
  • Sustaining a Data Governance Program with Essential Artifacts and Processes
  • Challenges to a Successful Data Governance Program
  • Adapting for Cultural Change with Data Governance

Level of Audience:
Introductory

Speaker:
David Marco David Marco
President
EWSolutions

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Monday
December 3
1:30–4:45

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PM3 - Building and Using Data Governance Maturity Models 
Robert S. Seiner, President/Publisher, KIK Consulting/TDAN.com
There are several maturity models that are familiar to data management practitioners. Each of the model highlights what the artisan tells us are the most important aspects of managing data and information. The models all address data governance as an important component but there is not a single maturity model that can be used specifically for data governance. Until now.

In this tutorial, Bob Seiner will share a maturity model built for data governance. The model utilizes aspects of other models while simplifying the structure and showcasing artifacts that you can build yourself to go from one level to the next.

In this presentation, Bob will discuss:
  • Value of Available Industry Maturity Models
  • Components of a Useful Model
  • Defining Levels to Suit Your Need
  • Artifacts that Improve Maturity
  • Requirements for Advancing Levels

Level of Audience:
Intermediate

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

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Monday
December 3
1:30–4:45

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PM4 - Successful Data Governance for Data Lakes 
Malcolm Chisholm, Chief Innovation Officer, First San Francisco Partners
Data Lakes are becoming increasingly common in enterprises, and they present a new level of challenges for Data Governance. Data Governance is essential for the success of a Data Lake, but must overcome a number of challenges. For instance, many enterprises have to acquire a wide diversity of data that must be cataloged within the Data Lake, and must protect private and confidential data. This tutorial describes the tasks that a Data Governance function must perform for a Data Lake, and the capabilities that Data Governance must develop to the requisite level of maturity. Particular attention is paid to Data Acquisition, Data Preparation (“Wrangling”) and the needs of analytical models. The relationships that Data Governance must establish with a wide range of units are described including relationships with Legal, Procurement, Risk, Compliance, Privacy, IT Security, Data Scientists, Data Architecture, and more. Overall, Data Lakes are driving Data Governance to play a coordinating and harmonizing role, which can be considered as a new way of working for Data Governance.

Attendees will learn:
  • The fundamental architecture of a Data Lake, and the special data management needs it has that Data Governance must address
  • The tasks that Data Governance must perform to ensure a Data Lake is successful
  • How to develop the capabilities that Data Governance needs for its enhanced role in Data Lakes.
  • How to deal with the many different functions that are involved in the Data Lake, and how Data Governance plays a leading role in ensuring the success of the Data Lake

Level of Audience:
Intermediate

Speaker:
Malcolm Chisholm Malcolm Chisholm
Chief Innovation Officer
First San Francisco Partners

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5:00 - 5:45 AFTERNOON CONFERENCE SESSIONS

Monday
December 3
5:00–5:45

Financial
Services
Track

 

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Using the Costs of Poor Quality Data as an Actionable Metric to Support your Data Governance Program
Robert Granese, Data Quality Process Manager, AIG
Patricia Dougherty, AVP Program Management, AIG 
The impetus for pursuing good data quality has moved from a simple regulatory play to one with huge business benefits. We will discuss how to measure the potential impacts of bad data and share the results with your Business users to get maximum value out of data governance and quality efforts. This can also be leveraged as an enabler to gain buy-in with your data governance program efforts.

We will cover:

  • The reasons for conducting data quality efforts as it evolves
  • The true costs of bad data as a percentage of revenue and actionable metrics as a business case for your data governance program
  • The far reaching effects of a single bad data point
  • Data Quality as a differentiator
  • Tying data to business outcomes

Level of Audience:
Introductory

Speakers:
Robert Granese Robert Granese
Data Quality Process Manager
AIG

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  Patricia Dougherty Patricia Dougherty
AVP Program Management
AIG 

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Monday
December 3
5:00–5:45

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Building a Culture of Data Governance at a Major Higher Education Institution
Dan Hubbard, Director of Data Management, University of North Texas - Data, Analytics & Institutional Research
Alexandra McCullough, Senior Data Analyst, University of North Texas - Data, Analytics & Institutional Research
Building a data governance program at a major higher education institution requires executive support, collaboration, and most importantly, culture change. This session will focus on strategies, lessons learned, and best practices for widespread adoption of data governance protocols. The University of North Texas is in the process of implementing a comprehensive data governance program alongside the roll-out of an integrated data warehousing and analytics program. The changing data and information landscape has led to significant institutional culture change requiring the removal of traditional information silos and barriers. Positive outcomes of this work include dramatically improved data and analytic resources, increased understanding of business terms and data resources, and an integrated analytics and data governance environment. Best practices to be discussed include the implementation of a comprehensive training program, data governance plan and council structure dependent upon a network of subject matter experts and data stewards across the institution.

Level of Audience:
Introductory

Speakers:
Dan Hubbard Dan Hubbard
Director of Data Management
University of North Texas -
Data, Analytics & Institutional
Research

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  Alexandra McCullough Alexandra McCullough
Senior Data Analyst
University of North Texas -
Data, Analytics & Institutional
Research

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Monday
December 3
5:00–5:45

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Improving the Adoption of your Data Governance Program
Lowell Fryman, Services Capability Principal, Collibra

One of the more significant challenges for all Data Governance programs is improving Data Governance program adoption and maturity across the organization. This session will present options and alternatives that can be used to increase the depth and breadth of adoption within a business unit as well as across business units. We will identify business cases that will excite your business units to engage their participation in the Data Governance program. Many of the actual user cases that we have found to be successful and the techniques we have relied upon will be discussed.

The attendees will learn:

  • Over 30 alternative business cases that can be used to engage your business teams
  • Techniques for communicating the business benefits and outcomes of Data Governance
  • Alternative methods for engaging business teams to increase adoption
  • Techniques for defining metrics that drive adaption activities
  • Alternatives for creating an agile "Playbook" approach for governance implementations

Level of Audience:
Intermediate

Speaker:
Lowell Fryman Lowell Fryman
Services Capability Principal
Collibra

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Monday
December 3
5:00–5:45

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Data Governance: From Strategy to Action (using Agile!)
Dagmar Rosa, Director, Marketing Data Management & Account Data Governance Program Lead, Citrix
Best Practices indicate that you should not “Boil the Ocean” when establishing an Enterprise Level Data Governance Program. Well, what does that mean? How can you make sure to take that Enterprise Level Strategy and turn it into Action delivering business value not 6, 9 or 12 months later but within a few weeks?

This session will share the experience establishing the Account Data Governance Team (ADGT) at Citrix in 2017. The launch used traditional Project Management approaches and then evolved it into an ongoing Program meeting business objectives quickly and iteratively using Agile methodologies based on the formation of Continuous Delivery Teams. The program is sponsored by a cross functional Data Governance Leadership (DGL) team where ongoing Collaboration and Alignment has been key to the program’s success. Specific objectives are as follows but this approach to aligning the overall Strategy with day to day Action can be applied across any business need.

  • Improved Data Quality at Points of Entry
  • Deliver cleaner Account views to the Business
  • Simplify Data Management Architecture
  • Define and Deliver a Data Quality Dashboard

Level of Audience:
Introductory

Speaker:
Dagmar Rosa Dagmar Rosa
Director, Marketing Data Management & Account Data Governance Program Lead
Citrix

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