Tutorials and Afternoon Conference Sessions
December 2, 2019

Monday
December 2
7:00–6:00
Registration
Monday
December 2
7:00–8:30
Continental Breakfast
Monday
December 2
7:45–8:15
Making the Most of Your Data Governance Conference Experience
Zen with Len

Kensho Len Silverston
This will be an enlightening, wonderful session to start the first day of the conference in a relaxed and receptive state of mind!

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

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.

Level of Audience:
All Levels

Speaker:
Len Silverston Len Silverston
Kensho

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8:30 - 11:30 MORNING TUTORIALS

Monday
December 2
8:30-11:30

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AM1 - Getting Started with Data Governance and Data Stewardship 
Malcolm Chisholm, Chief Innovation Officer, First San Francisco Partners
Many enterprises now realize that data must be managed well, and from this it is a short step to acknowledging the need for Data Governance. But there is a wide gulf between this acknowledgement and having a minimally viable Data Governance program – meaning one that is self-sustaining. In this tutorial we describe the steps needed to begin a Data Governance program, with particular emphasis on establishing Data Stewardship throughout the enterprise. The organizational units needed for Data Governance and their interrelationships are examined. The creation of a Data Stewardship network across the enterprise, and the various roles of data stewards are discussed. How to interact with executive management, particularly in terms of upward reporting, is also covered. The need for a roadmap that adequately meets the needs of the Data Governance program for the first 2 years is described.

Attendees will learn:

  • How and where to get started
  • What the basic organizational structures of a Data Governance program are
  • How to establish these structures, define their roles, and communicate to the rest of the enterprise about Data Governance
  • How to establish a Data Stewardship Network
  • How to develop a roadmap for the Data Governance program

Level of Audience:
Introductory

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

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Monday
December 2
8:30-11:30

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AM2 -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

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Monday
December 2
8:30-11:30

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AM3 - CCPA and Beyond: Data Governance Policies, Procedures, and Tools for Data Protection and Observing Data Privacy Laws 
David Loshin, President, Knowledge Integrity, Inc
The California Consumer Privacy Act (CCPA) which goes into effect on January 1, 2020, is one of the first, but certainly not the last US state law to be enacted to protect individuals’ personal data. The wide scope of consumer rights provided by the CCPA invoke comparisons to the European Union’s General Data Protection Regulation (GDPR) in terms of rights granted to individuals, penalties for unauthorized exposure, and the right to be deleted from the organization’s data environment as well as some subtle, and not-so-subtle differences.

With the risk of steep penalties for unauthorized exposure, compliance is imperative. Interpreting government regulations, assessing information risk, and identifying data management requirements are increasingly critical for both regulatory compliance as well as establishing consumer trust in your organization’s mandate for managing sensitive data. And with over 80 different global sets of privacy laws, it is increasingly clear that regulatory compliance is tightly coupled with information and data governance.

In this technology, attendees will learn about general aspects of data sensitivity, regulatory compliance, and recommendations for data governance policies, procedures, and technologies to support a corporate data protection strategy.

Attendees will learn about:

  • Assessing the scope of data protection rules
  • Data management requirements to support regulatory directives (such as “right to be erased”)
  • Characterizing data sensitivity
  • Data governance practices to mitigate risks, threats, vulnerabilities
  • Managing data obligations
  • Technologies supporting data governance for data protection

Level of Audience:
Introductory

Speaker:
David Loshin David Loshin
President
Knowledge Integrity, Inc

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Monday
December 2
8:30-11:30

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AM4 - Gaining & Sustaining Senior Leadership Buy-In
Robert S. Seiner, President/Publisher, KIK Consulting/TDAN.com
Two aspects of Senior Leadership buy-in for Data Governance must be addressed. The first is “getting it”. The second is “keeping it”. Without Senior Leadership’s support, sponsorship and understanding of Data Governance, the program is at immediate risk of failure or lack of recognized value. So the questions become … how do I get it and how do I keep it?

Join Bob Seiner for this tutorial to learn the secrets of gaining Senior Leadership’s buy-in. The information that will be shared is for organizations that are just getting started and organizations that have made a significant investment in the Data Governance discipline. Come to this session prepared to share and take-away tips and techniques that will set your Data Governance program on solid ground.

In this session, Bob will discuss:

  • What it Means for Senior Leadership to Buy-In
  • The Role of Senior Leadership in Successful Data Governance
  • Message for Management – What to say and What not to say
  • Taking the Least Invasive and Most Accepted Approach
  • Gauging Senior Leadership Buy-In Moving Forward

Level of Audience:
Introductory

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

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Monday
December 2
8:30-11:30

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AM5 - The Practitioner's Data Governance Balancing Act:
Balancing Competing Priorities and Succeeding in Data Governance

Anne Buff, Director, Data Governance, Envolve Health
Building and managing a successful data governance program is no easy feat. If you were given a blank slate and had all the time and resources you needed, you could likely build the data governance program of your dreams. But, it doesn’t work that way. Data governance is rarely built from scratch and it isn’t built in a vacuum. Heck, you are lucky to even get a few moments of peace to think strategically. There are pockets of data quality, areas of strong and weak data management, and maybe even some previous attempts at governance. Home-grown businesses processes abound and there are plenty of “data priorities” to go around and every one of them is the most important, right? So with all the competing needs and challenges how do you prioritize, balance, and make data governance happen successfully?

In this workshop, you will work with a data governance practitioner and industry leader to learn ways to build and manage your data governance program while sifting through noise and handling everything else that is thrown at you on a daily basis. You will learn tips and tricks to establish governance in small, iterative steps towards building the strong, enduring program you always wanted it to be.

You will learn how to:

  • Understand the power of sufficient, satisfactory, and superior
  • Establish rigor and standardization
  • Facilitate objective prioritization
  • Delegate and ensure accountability
  • Deliver “baked-in” data governance

Level of Audience:
Intermediate

Speaker:
Anne Buff Anne Buff
Director, Data Governance
Envolve Health

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12:45 - 3:45 AFTERNOON TUTORIALS

Monday
December 2
12:45–3:45

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PM1 - Defining 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 2
12:45 –3:45

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PM2 - 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.

The session 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, Informatica EDC and Waterline

Level of Audience:
Introductory

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

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Monday
December 2
12:45 –3:45

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PM3 - The Real Work: How to Operationalize Data Governance 
Robert S. Seiner, President/Publisher, KIK Consulting/TDAN.com
Data Governance requires a well thought out approach and plan to develop and deliver the key components of a successful program. However, the true value of the program does not become obvious until the real work takes place. What’s the real work? The real work in this case is the operationalization and engagement of the organization focused on achieving your program’s goals.

In this half-day session, Bob Seiner will detail steps you can follow to take your Data Governance program from definition to delivery to deployment. It’s time to take the next steps with your program and this presentation and discussion will focus on how to do just that.

In this session, Bob will discuss:
  • The phases of Data Governance Program definition, delivery and deployment
  • The program components necessary before you operationalize
  • What it means to operationalize a Data Governance Program
  • How the steps may differ depending on your DG Program goals
  • What a fully operational Data Governance Program looks like

Level of Audience:
Introductory

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

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Monday
December 2
12:45 –3:45

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PM4 - Data Governance 3.0 - Agile Data Governance: What Data Professionals Need to Know 
Malcolm Chisholm, Chief Innovation Officer, First San Francisco Partners
Data Governance emerged around 2005 and has since undergone two main phases: an initial ad hoc response; and subsequently a more focused top-down approach.  This tutorial examines a new generation of Data Governance which is now emerging – Data Governance 3.0, or Agile Data Governance.  This new generation is heavily influenced by the need to support data users across that enterprise, which has been driven by the increasing availability of end-user data management tools, such as those supporting self service analytics.

Known as “data democratization”, this movement has placed much greater demand on Data Governance units to provide information about physical data assets.  At the same time, the realization that production data landscapes of most enterprises cannot be understood by top-down efforts has spurred an investment in tools that use automated means (e.g. Artificial Intelligence and Machine Learning) to gather and make sense of the needed metadata.  In addition, there is much greater emphasis on individuals contributing to this knowledge base, and crowdsourcing is an important feature of Data Governance 3.0.  This tutorial provides a comprehensive description of the new generation of Data Governance, describes how existing Data Governance Units can move towards it, and explains how tools are now essential.

Attendees will learn:

  • What Data Governance 3.0 is and how it compares to Top-Down Data Governance
  • The use cases that are driving Data Governance 3.0, and how these can be solved
  • The need to focus on physical data assets, and how modern tools help Data Governance Units to do this
  • The role of the individual in providing information about data assets, and how individuals can collaborate to address data-related needs.
  • How the best elements of previous generations of Data Governance are factored into Data Governance 3.0

Level of Audience:
Advanced

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

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Monday
December 2
12:45 –3:45

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PM5 - Designing Data Governance & Metadata into Your Data Strategy 
Donna Burbank, Managing Director, Global Data Strategy, Ltd

In today’s data-driven enterprise, building data governance and metadata management into your data strategy can seem more complex than ever. Not only is innovation in technology occurring a more rapid pace than ever before creating more diverse metadata, but as more business stakeholders become involved with data-centric initiatives, “people-centric” initiatives such as data governance increase in importance as well. This workshop demystifies data governance and metadata and provides practical steps in creating a robust data strategy that encompasses people, process, and technology to provide concrete and demonstrable business value.

Topics include:

  • Data Strategy and Data Architecture – Aligning business drivers with data requirements
  • Data Governance – Orchestrating the people, process, technology and culture required to support your data architecture
  • Metadata Management – How metadata can act as the supporting infrastructure for both business and IT
  • Data Quality – Designing quality into your data architecture from the outset and how to design core KPIs and metrics to track success
  • Roadmap Considerations – Build “quick wins” into your roadmap to provide business value through every stage of your architecture development

Level of Audience:
Introductory

Speaker:
Donna Burbank Donna Burbank
Managing Director
Global Data Strategy, Ltd

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4:00 - 4:45 AFTERNOON CONFERENCE SESSIONS

Monday
December 2
4:00–4:45

Financial
Services
Track

 

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Reenergizing Your Data Governance Program Through Strategic Operational Alignment
Patricia Dougherty, Corporate Data Governance, AVP Strategy Lead, AIG
Organizations and leaders have to be prepared to respond to changes in market conditions on a moment's notice. Whether the funding is flowing or you are just keeping the lights on, a well governed data environment remains a priority.  This presentation will discuss how to leverage whatever opportunities present themselves so you can seamlessly achieve a data discipline while adding business value.  Topics include leveraging a risk based approach, Control Function Reengineering, enabling transformation and innovation, achieving better results in automation, outsourcing, machine learning and business strategy.

Level of Audience:
Intermediate

Speaker:
Patricia Dougherty Patricia Dougherty
Corporate Data Governance, AVP Strategy Lead
AIG 

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Monday
December 2
4:00–4:45

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The Building of the Data Governance Program at BlueCross BlueShield of Alabama
Kristin Cacace, Data Governance Manager, BlueCross BlueShield of Alabama
Eric Falthzik, Principal Consultant, Clarity Insights
BlueCross BlueShield of Alabama embarked on an introspective process to find solutions for gaps that were existing within their data infrastructure and information management program.  To close those gaps, the organization embarked on an aggressive program to build an enterprise Data Governance program from the ground up.  From a beginning with one dedicated employee to a thriving program that engages over 45 Data Stewards to govern four data domains and over 300 critical data elements, this is the story of how the effort was built and how others can learn from this experience.

In this session, the participants will learn the following:

  • What types of informational gaps were determined that sparked the funding and executive approval to launch the program
  • How was the program launched, what data domains were selected to begin and how were Data Owners and Stewards recruited
  • How were critical data elements defined and determined
  • How important was executive leadership and buy-in to the success of the program
  • What have been the key benefits of the program to date and what tips can be shared for others looking to build a Data Governance program

Level of Audience:
Introductory

Speakers:
Kristin Cacace Kristin Cacace
Data Governance Manager
BlueCross BlueShield of Alabama

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  Eric Falthzik Eric Falthzik
Principal Consultant
Clarity Insights

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Monday
December 2
4:00–4:45

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Data Quality Frankenstein - How We Identified It and Are Solving It
Anil Kumar Kunden, Information Standards, Governance and Quality Specialist, American Family Insurance
Data Quality, a loaded term that has so many definitions. At American Family Insurance our goal is to: “Create full confidence in our data to all users”.

Similar to many organizations, we too started with measuring and monitoring Critical Data Elements (CDE) but soon fell short and realized it wasn’t enough in addressing our business needs.

Come learn how American Family Insurance did course correction, overcame challenges and continues to mature within a rapidly changing environment.

Key learnings:

  • How Lean concepts helped identify and narrowed the scope for Data Quality at American Family Insurance
  • How Minimal Viable Products (MVPs) were built and implemented to enhance business needs
  • Learn how this program helped evolve our data quality and data governance policies

Level of Audience:
Intermediate

Speaker:
Anil Kumar Kunden Anil Kumar Kunden
Information Standards, Governance and Quality Specialist
American Family Insurance

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Monday
December 2
4:00–4:45

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How Creative and Innovative Communications Can Break Data Governance Barriers
Yolanda Eyre, Data Governance Lead, CAS, a division of the American Chemical Society 
You have poured your blood, sweat and tears into creating a body of Data Governance artifacts and tools, but you still hear the company using inconsistent terminology, duplicating data and not utilizing established data stewards. At CAS we have broken many barriers that DG faces by being innovative with our communications and utilizing all the avenues available to convey the DG message to our organization.  

Let me share with you examples of how CAS used:

  • Data Governance Newsletters (what to include)
  • Types of presentations (many kinds)
  • FIELD TRIPS (YES! – have fun!)
  • And MORE

Get your work community to embrace Data Governance terminology, resources and artifacts, even with limited resources!

Level of Audience:
Intermediate

Speaker:
Yolanda Eyre Yolanda Eyre
Data Governance Lead
CAS, a division of the American Chemical Society

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Monday
December 2
5:00–5:30

 

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KEYNOTE: Winner of the 2019 DGPO Data Governance Best Practice Award
Nationwide Insurance's Data Governance Journey
Scott Peachey, Director, Enterprise Data Governance & Quality Assurance, Nationwide Insurance
Cynthia Parsons, Consultant, Enterprise Data Governance & Quality Assurance, Nationwide Insurance

The DGPO Data Governance Best Practice Award is given to the practitioners within an organization in recognition of the business value and technical excellence they have achieved in the design and implementation of an outstanding data governance program.

In this keynote presentation learn why Nationwide Insurance is the Winner of the 2019 DGPO Data Governance Best Practice Award.

In this keynote presentation, Scott Peachey (Director, Enterprise Data Governance & Quality Assurance) and Cynthia Parsons (Consultant, Enterprise Data Governance & Quality Assurance) will explore Nationwide Insurance's journey from its "humble" data governance beginnings to standing on stage as recipient of the 2019 DGPO Data Governance Best Practice Award.

Session topics include:

  • Why data governance is important
  • Nationwide's journey from a historical perspective
  • Our organization structure - complete with core functions and a look at the depth of the program
  • Nationwide's data governance approach, including -
    • Service offerings
    • Roles and responsibilities defined
    • Communication and marketing approach
    • Data governance policy, data standards, procedures and training
  • Approach to measuring business value and success

Level of Audience
All Levels

Speakers:
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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