Conference Sessions and Afternoon Workshops
December 4, 2019


Wednesday
December 4
7:30–3:30
Registration
Wednesday
December 4
7:00–8:00
Continental Breakfast
7:20 - 7:50

Wednesday
December 4
7:20–7:50

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The Leader’s Data Manifesto
Danette McGilvray, President and Principal, Granite Falls

Introduced in 2017 and now available in 12 languages, the Leader's Data Manifesto is a declaration of intent to assist leaders of any organization to manage their Information Assets (their data, information and knowledge) as if they were, because they are, a vital business asset.  Providing the right data to the right people at the right time is critical to every business activity, every business process and every business decision.  Data is foundational to all the high profile issues: to analytics, artificial intelligence, and machine learning; to cyber-security; to the cloud and data sovereignty; to innovation and disruption; and to Blockchain and the Internet Of Things.  Yet if organizations were to manage their money the way they manage their data, they would be "broke in a week."  There is a fundamental disconnect here.

This presentation provides an update on the Leader’s Data Manifesto and how it can help you.  Whether you are just learning about the Manifesto or want to see what has happened since it was introduced, join us to find out:

  • Background – Where The Manifesto Came From
  • Content – What is in The Manifesto and How to Use It
  • Successes – Current State
  • Action – Getting Involved
Level of Audience:
All Levels
Speaker:
Danette McGilvray
Danette McGilvray
President and Principal
Granite Falls

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Wednesday
December 4
7:20–7:50

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Addressing the Challenges of Data Governance in Financial Services
Kevin Schofield, President, ADRM Software, Inc.

Level of Audience:
All Levels

Speaker:
Kevin Schofield Kevin Schofield
resident
ADRM Software, Inc.

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8:00 - 8:45 CONCURRENT SESSIONS

Wednesday
December 4
8:00–8:45

Financial
Services
Track

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Implementing Practical and Sustainable Data Governance to Deliver Measurable Results
CK Bhatia, AVP Database Systems, Farm Credit Mid-America

You walk into a greenfield organization and are tasked to implement Data Governance (in addition to other Legacy modernization initiatives). You don't have any dedicated Resources, time or dollars at the outset. You have to prove business value before you can obtain funding for a full-fledged program.

Attendees will learn about our 1 year journey to implementing a practical Data Governance program to deliver measurable results, including:

  • When do you start? Laying down the groundwork, obtaining buy-in
  • Educating the masses, changing the culture
  • Get business partners involved
  • How do you make do with what you have?
  • Identifying the quick win opportunities?
  • Tools?
  • Next Steps
Level of Audience:
Introductory
Speaker:
CK Bhatia

CK Bhatia
AVP Database Systems
Farm Credit Mid-America

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Wednesday
December 4
8:00–8:45

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Tips and Tricks for a Successful Data Governance Program
Kim Kaluba, Senior Product Marketing Manager, SAS
Governance is one of the most difficult challenges faced by organizations aiming to drive business value through data and analytics programs.  In this session will discuss the foundations for establishing effective governance. We will address the essential elements for an effective data and analytics governance program, what benefits you can expect from this framework and how you should approach putting an effective framework into practice.  We will explore tips and tricks you can bring to your governance program today and the outlook for data governance and AI.

Key take aways from this session will include:

  • Do we need an enterprise data governance program, or do we need something else, and where do we start?
  • What does a successful data governance framework look like and the importance of establishing measurable metrics.
  • How do you change the corporate culture to ensure successful data governance and AI via data literacy?
  • Why data governance needs to go social
  • The benefits data governance brings to AI and augmented AI

Level of Audience:
Introductory

Speaker:
Kim Kaluba Kim Kaluba
Senior Product Marketing Manager
SAS

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Wednesday
December 4
8:00–8:45

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How to Reinvent a Dormant Data Stewardship Initiative
Amirah Fayek, Director, Safety Program Management, The Canadian Medical Protective Association

So often programs such as Data Stewardship lose visibility, awareness, and fall dormant.  How do you reintroduce a tried but no longer effective program? What will ensure data stewardship gains the traction and awareness critical to success this time around? 

This session discusses how Data Stewardship was relaunched successfully in a small-to-mid size organization.  Hear firsthand about the ways to achieve buy-in from key stakeholders, generate awareness and excitement, and implement a sustainable program.  The presentation will include the showcasing of a video used to generate organization-wide awareness.

Primary takeaways:

  • Learning from what did not work the last time
  • Communicating the value and gaining buy-in from all levels in the organization
  • Setting up a sustainable structure

Level of Audience:
Intermediate

Speaker:
Amirah Fayek Amirah Fayek
Director, Safety Program Management
The Canadian Medical Protective Association

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Wednesday
December 4
8:00–8:45

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Practitioners Panel - Tips from the Trenches
Moderator: Len Silverston, President, Universal Data Models
Panelists:
Brian Paull, Director Credit Risk and Data Mgmt, First Citizens
Ryan Brochez, Enterprise Data Architect, Royal College of Physicians and Surgeons of Canada
Jimm Johnson, Data Governance Program Manager, Scripps Health
Anne Buff, Director, Data Governance, Envolve Health
In this panel session successful data governance practitioners from diverse industries will discuss the challenges and obstacles they overcame in their data governance journeys.

Level of Audience:
All Levels

Moderator:
Len Silverston Len Silverston
President
Universal Data Models

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Panelists:
Brian Paull Brian Paull
Director Credit Risk and Data Mgmt
First Citizens

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  Ryan Brochez Ryan Brochez
Enterprise Data Architect
Royal College of Physicians
and Surgeons of Canada

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Jimm Johnson Jimm Johnson
Data Governance Program Manager
Scripps Health

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  Anne Buff Anne Buff
Director, Data Governance
Envolve Health

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8:45 - 8:55 ROOM CHANGE AND EXHIBITS OPEN
8:55 - 9:40 CONCURRENT SESSIONS

Wednesday
December 4
8:55–9:40

Financial
Services
Track

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Building a Data Management Risk and Governance Program at Wells Fargo
Nadine Mooney, Data Management Risk Manager, Data Management Insights, Wells Fargo
Miah Manns, Data Integrity Manager, Wells Fargo

The Data Management Insights (DMI) line of business within Wells Fargo is only a few years old, to fill a void for little to no Data Management practices, procedures, and policies. Financial institutions have a heavy focus on Risk Management. It became clear with the advent of the DMI business of data, that risk practices would need to be developed around data management risk. The Data Management Risk program was stood up in 2018 and still being built into 2019. Components of the program: Risk Appetite for Data Management, Key Indicators and Metrics, Data Management Risk Statements to identify and assess risk, enterprise-wide training and communication on Data Management risk, Data Management Risk policy, and integration into the Wells Fargo Enterprise and other risk programs.

Level of Audience:
Intermediate

Speakers:
Nadine Mooney Nadine Mooney
Data Management Risk Manager
Data Management Insights
Wells Fargo

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  Miah Manns Miah Manns
Data Integrity Manager
Wells Fargo

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Wednesday
December 4
8:55–9:40

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The Challenges and Success of Amica Mutual Insurance’s Journey to Effective Governance
2019 Data Governance Best Practice Award Finalist
Donald LeMay, Data Governance Analyst, Amica Mutual Insurance


As your Data Governance program evolves, one challenge is ensuring you have the right people in the right roles. These positions and their importance can and will change over time as you continue to bring value to your organization. 

This session will highlight the challenges and successes of Amica's journey toward Data Governance effectiveness:

  • Best practices for working with the data stewards for your organization
  • Engaging the data governance council for strategy and leadership
  • The importance of establishing Data Owners, and how they can help you succeed 
  • Assess what works, what doesn't work and how to determine if a change in direction is in order

Please consider joining this session whether you are just starting on your journey, or you are well on your way but things seem to be a bit stale or stagnant.

Level of Audience:
Introductory

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

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Wednesday
December 4
8:55–9:40

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Developing A Data Governance Framework in a Federated Data Management Environment
Amber Sexton, Data Governance Manager, Washington Health Care Authority

How do you develop a data governance program in an organization where data management is decentralized? What is the right mix of regulations versus data governance as a service? This session will walk you through a data governance manager's journey on developing and operationalizing a data governance program in a tightly regulated field.

The Washington State Health Care Authority (HCA) purchases insurance for more than two million Washington residents. Therefore nearly all of their data is Protected Health Information. This presents unique challenges in implementing a governance framework, namely requiring the initial focus to be at the end of the data lifecycle: data sharing. Come prepared to learn from their successes and missteps.

Key discussions include:

  • How to develop a data governance program in a federated data management organization
  • Determining the right initiatives to focus on
  • Do you have to develop governance across the entire data lifecycle immediately?
  • Organizational change management tools to drive success

Level of Audience
Introductory

Speaker:
Amber Sexton Amber Sexton
Data Governance Manager
Washington Health Care Authority

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Wednesday
December 4
8:55–9:40

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Featured Facilitated Discussion
How to Demonstrate the Value of your Data Governance Program
Jimm Johnson, Data Governance Program Manager, Scripps Health
Whether you’re starting a new data governance program or managing a growing program, you will likely encounter questions like these from executives, stakeholders, business partners and customers who struggle to understand the value of your data governance program:
  • How is data governance benefitting us? 
  • Are we done with data governance yet? 
  • How do we know data governance is working?
  • What’s the ROI for data governance?

You can leverage a variety of metrics to show value – e.g., data quality rates, number of assigned DG roles, counts of inventoried records, attendance rates at DG meetings or training sessions, labor savings from improved data quality, etc.  Ultimately, how you measure value depends on your approach to data governance, the goals of your program, and your organizational culture.

Join us for an informal and collaborative discussion to share strategies, insights, ideas, and lessons learned on how to demonstrate the value of your data governance program.

Level of Audience:
All Levels

Speaker:
Jimm Johnson Jimm Johnson
Data Governance Program Manager
Scripps Health

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9:40 - 10:00 COFFEE BREAK
10:00 - 10:30 DATA GOVERNANCE SOLUTIONS

Wednesday
December 4
10:00–10:30

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Level of Audience:
All Levels
arrow10:30 - 10:40 ROOM CHANGE
10:40 - 11:25 CONCURRENT SESSIONS

Wednesday
December 4
10:40–11:25

Financial
Services
Track

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Venturing into the Wilderness - NEPC's Data Governance and Analytics Journey
Gregory Serapiglia, Senior Data Steward, NEPC, LLC
Norman LeBlanc, Director of Data Management, NEPC, LLC

The presentation will focus on NEPC's journey over the past 5 years as we have established our Data Management and Governance Team.  It will highlight the steps we have taken to date on this journey, focusing on the successes as well as the challenges we have encountered along the way.  We will also showcase where we are in the process today, including how we have effectively rolled out and are utilizing new tools and applications throughout the organization.  We will conclude by discussing what we expect to accomplish from a Data Management and Governance perspective in the years ahead.  

Focus of the presentation will touch on these steps for our Data Governance and Analytics Journey:

  • Step 1- Gaining Senior Management support for the creation of a Data Management and Governance Group
  • Step 2 - Creating a vision and overall strategy for the Data Management and Governance Group
  • Step 3 - Creating the team (finding individuals to fill the newly created rolls) and purchasing new tools/applications to support the effort
  • Step 4 - Efforts underway throughout the organization (making sure to support the business overall/driven by the needs of the business); start small making sure initial impacts are felt across the organization
Level of Audience:
Introductory
Speakers:
Gregory Serapiglia Gregory Serapiglia
Senior Data Steward
NEPC, LLC

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  Norman LeBlanc Norman LeBlanc
Director of Data Management
NEPC, LLC

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Wednesday
December 4
10:40–11:25

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How to Get your Executives to Support your Information Management/Governance Strategy
2019 Data Governance Best Practice Award Finalist
Greg Whicker, Director, Salt River Project (SRP)

How to Get your Executives to Support your Information Management/Governance Strategy? 

Tip… DON’T call it an “Information Management Strategy”! Rather bake it into other corporate initiatives they care about!

This presentation will help you understand how to navigate the highs and lows of your Information Management/Governance journey; taking your program to new heights, by managing all your information to ensure your company has a solid strategy to sustain into the future. 

Attendees will learn about the following:

  • How knowing where you came from can help you get where you are going - Salt River Project’s long and sometimes winding road to better information management/governance practices
  • How to develop a robust information management/governance vision, mission and strategy to move your program in the right direction – you must cover all perspectives, information, people, technology, process, governance, metrics
  • Who matters the most to give your program the “fuel” it needs to thrive and strive for more
  • Why just tackling “data” won’t be enough for your program to succeed
  • Taking your program to new “heights”: Embracing the opportunities of managing your information assets in the Cloud
  • Other helpful musings from a decade of learnings

Level of Audience:
Intermediate

Speaker:
Greg Whicker Greg Whicker
Director
Salt River Project (SRP)

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Wednesday
December 4
10:40–11:25

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Best Practices in Data Lineage
David Kowalski, Engagement Director, Reference Point

Driven by everything from regulatory mandates to "need-to-know" issues to more mundane concerns, more and more companies are finding value in creating and maintaining data lineage maps for most of their critical data elements. The challenges to such an initiative can be daunting and, even when required by regulators, many business executives may wonder everything from “is it worth it?” to “where do I begin?”  Dr. Kowalski is currently running a working group comprised of representatives from an international slate of major financial services firms and consulting companies and will present the group's most recent findings with respect to Data Lineage Best Practices. The primary areas of discussion will be:
  • Why Data Lineage Matters
  • How to discover and document Data Lineage in a cost-effective and efficient manner
  • What policies and requirements an Enterprise Data Management program should write around Data Lineage
  • The most efficacious ways to keep Data Lineage documentation, once initially gathered, consistently up-to-date and accurate.

Level of Audience:
Introductory

Speaker:
David Kowalski David Kowalski
Engagement Director
Reference Point

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11:25 - 11:35 ROOM CHANGE
11:35 - 12:30 

Wednesday
December 4
11:35–12:30

KEYNOTE
 
DGPO
Sponsored by
the DGPO

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Data Governance Award Winning Practitioners Tell All

Q&A with the Winners and Finalists of the Data Governance Best Practice Award

Moderator: Michele Koch, Director Enterprise Data Intelligence, Navient
Lead Judge DGPO Best Practice Award
Panelists - DGPO Best Practice Award Winners:
Scott Peachey, Director Enterprise Data Governance & Quality Assurance, Nationwide Insurance
Cynthia Parsons, Consultant, Enterprise Data Governance & Quality Assurance, Nationwide Insurance
Kirk Nemshick, Head of Data Management – Center of Excellence, Vanguard
Don LeMay, Data Governance Analyst, Amica Mutual Insurance
Greg Whicker, Director, ITS Information Management, SRP
Lisa Baughman, North American Data Governance Leader, Dun and Bradstreet

The speakers in this session are recognized as having implemented the world’s best practices data governance programs.

Unlike a formal, structured panel with defined questions and topics this session will provide the unique opportunity for attendees to drive this session, network and ask questions to ALL of the Winners of the DGPO Data Governance Best Practice Award plus this year’s Finalists.

Level of Audience
All Levels

Moderator:
Michele Koch Michele Koch
Director Enterprise Data Intelligence
Navient

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Panelists - DGPO Best Practice Award Winners:
Scott Peachey Scott Peachey
Director Enterprise Data Governance & Quality Assurance
Nationwide Insurance

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  Cynthia Parsons Cynthia Parsons
Consultant, Enterprise Data Governance & Quality Assurance
Nationwide Insurance

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Kirk Nemshick Kirk Nemshick
Head of Data Management – Center of Excellence
Vanguard

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Don LeMay Don LeMay
Data Governance Analyst
Amica Mutual Insurance

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Greg Whickerck Greg Whicker
Director, ITS Information Management
SRP

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  Lisa Baughman Lisa Baughman
North American Data Governance Leader
Dun and Bradstreet

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

Wednesday
December 4
1:30–4:45

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W1 - Lessons Learned While Implementing and Sustaining Enterprise Data Governance and Data Quality Programs
Michele Koch, Director, Enterprise Data Intelligence, Navient

In this workshop, Michele Koch (Director of the Data Governance Office) will present Navient's experiences and resulting best practices while implementing and sustaining their Data Governance and Data Quality programs.  Navient's enterprise DG program won the 2011 Data Governance Best Practice Award.

Attendees will learn:

  • A Chief Data Steward's best practices for building and sustaining strong data stewardship
  • Building a successful communication plan and techniques for executing the plan
  • Marketing strategies to initiate the programs and keep the momentum going
  • Developing the program framework (vision, mission, policies, and procedures)
  • Defining, capturing, calculating, and reporting business value
Level of Audience
Introductory
Speaker:
Michele Koch Michele Koch
Director Enterprise Data Intelligence
Navient

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Wednesday
December 4
1:30–4:45

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W2 - How-To Change your Organization to Ensure Successful Data Governance
David Marco, President, EWSolutions   
Data and information are critical assets of any organization and should be considered as valuable a resource as buildings, employees and products. As a result, the study and implementation of Data Governance programs have become key initiatives for most large organizations. For a company to be successful in this endeavor they must change their organizational culture and to have the proper scope for the data governance program.

Participants will leave the workshop with a collection of practical steps and techniques that provide real world success. Attendees will have a customized plan for dealing with organizational change management and will have the tools they need to build their own data governance communications and socialization plans.

Learning Objectives will include:

  • Building convincing and compelling business cases for your data governance program
  • A practical strategy for dealing with organizational change management specifically for data governance
  • A strategy and roadmap for data governance organizational change management
  • Building a data governance communications plan
  • Constructing a data governance socialization plan

Level of Audience
Introductory

Speaker:
David Marco David Marco
President
EWSolutions 

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Wednesday
December 4
1:30–4:45

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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

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Wednesday
December 4
1:30–4:45

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W4 - 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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