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Aligning data and business strategy to drive revenue optimisation and operational efficiency

etc.venues St Paul’s London

19th March 2020




Registration and Networking over Coffee


Chair’s Opening address:
Andrew Delaney, President & Chief Content Officer, A-Team Group


Practitioner Innovation Keynote: Building data foundations for delivering tangible value in a fast changing landscape

Edosa will share a use case around how he has delivered value through data at AXA:

  • How we applied new thinking to legacy processes to achieve 95% acceleration
  • Driving cultural change to deliver tangible value
  • How we connected people, data and technology to create a data factory

Edosa Odaro, Head of Data Services, Former AXA


Thought leader (user) panel: Shifting from defensive to offensive – aligning data and business strategy for revenue optimisation and operational efficiency

  • Aligning and engaging with the business and corporate objectives
  • How to strike a balance between data defence and data offence to achieve trust and value
  • Embedding data culture through the organisation
  • Creating a new framework for data quality and data governance that is business focused
  • Education, training and awareness: How to facilitate and nurture data literacy
  • Justifying data management investments and how to quantify the benefits

Moderated by: Andrew Delaney, President & Chief Content Officer, A-Team Group
Andrea Smith,
Chief Data Officer EMEA, BNY Mellon
David Masters,
Chief Data Officer, SGIL (UK) & Global Prime Services, Societe Generale
David Thomas,
GBM EMEA Chief Data Officer, HSBC


Platinum Sponsor Keynote


Networking and refreshment break


Panel: Are we talking the same language? Releasing the potential of your data with a business aligned data model

  • Breaking down data silos and bringing data together with MDM and standards
  • People and processes: How to get buy in from the business for tagging, cataloguing and sustaining data ownership 
  • Understanding when to use a data dictionary, business glossary or data catalogue
  • Proactive data quality management
  • The increasing role of AI and ML in delivering further levels of automation and efficiency

Moderated by: Colin Gibson, EMEA Regional Advocate, EDM Council
Naomi Clarke,
Strategic Advisor, Enterprise Data, M&G
Ben Clinch,
Global Head of Business Data Architecture, CDO, GBM, HSBC
Malavika Solanki,
Member of the Management Team, Derivatives Service Bureau
Andrew Rogers,
Executive Director, EMEA Head of Business Development, IHS Markit


Panel:  How to turn data lineage from a regulatory response into a business advantage 

  • Regulatory and business drivers for data lineage
  • Key success factors for implementing and integrating data lineage including how to document, visualise and retain data lineage
  • Challenges around automating data lineage
  • Considerations when choosing a data lineage tool
  • Turning data lineage into an advantage to cut costs and support new business activities

Moderated by: Sally Hinds, Managing Director, DMCS Ltd
Sarah Walker,
Head of Data, NatWest Markets
Irina Steenbeck,
Financial Reporting Grid Business Manager, Abn Amro
Darren Purcell,
Senior Director – EMEA, CUSIP Global Services
Rocky Martinez, Chief Technology Officer, SmartStream RDU
Abhishek Awasthi, Global Product Manager, AxiomSL


Platinum Sponsor Keynote: Rocky Martinez, Chief Technology Officer, SmartStream RDU


Networking and Lunch in the Exhibition Area


Keynote: Transforming data collection with a new regulatory framework: implications for the UK financial sector
Oliver Burrows,
Chief Data Officer, Bank of England 


STREAM A: Managing risk, regulation & reporting
Chaired by: Lauren McAughtry,
Editor, RegTech Insight, A-Team Group

Panel: Reviewing the regulatory landscape  and future of regulatory reporting in Europe 

  • Getting ready for incoming regulations and reporting complexity: SFTR, FRTB, LIBOR transition
  • Impact of MiFID II and MiFIR Review
  • Can regulatory reporting be embedded in day-to-day operations?
  • Reality check: are financial institutions leveraging regulatory Dictionaries?
  • Automating compliance with granular data: a myth or near future?
  • How to organise and govern regulatory obligations post 2020

Niresh Rajah, Head of Regulatory, Information, Data, Governance & Management, Barclays
Chad Giussani,
Head of Transaction Reporting Compliance, Standard Chartered
Suriya Subramanian, Regulatory Reporting Specialist
Fraser Reid,
Senior Solutions Architect, AxiomSL

STREAM B: Building data capability
Chaired by: Sarah Underwood,
Editor, Data Management Insight, A-Team Group

Panel: The promise and potential of AI

Session to review how AI is being deployed and developed; lessons learned and developing best practices

  • Identifying use cases for AI
  • Challenges around using AI
  • Skills for managing AI
  • Business and operational benefits of using AI

Moderated by: Huw Howell, Cohort Mentor, Advisor, Conception X
Sripriya Sreedher,
Head of Data Management, NatWest Markets
Nadia Abouayoub, Strategist and Specialist on Innovation in the Finance Sector;
Committee Member, BCS AI Special Interest Group
Yehuda Dayan,
Head of Data Science, Citi Global Data Insight, Citi 


Panel: Client onboarding  – how developments in tech and automation can help optimise entity data management and improve KYC

  • Key challenges of KYC and onboarding programmes
  • How to get client data right from the start
  • Improving inefficiencies around matching data points with automation
  • Maintaining and monitoring capabilities to ensure data accuracy over time
  • Looking forward – the impact of unstructured data and leveraging AI & NLP for insights

Moderator: Lauren McAughtry, Editor, RegTech Insight, A-Team Group
Chor Teh,
Head of Client Lifecycle Management, Investec Bank Plc
Burcu Mentesoglu Tuncer,
Business Relations and Policy Research Manager, Global Legal Identity Foundation (GLEIF)
Representative from iMeta Technologies 

Panel: Migrating to the cloud to create new capabilities for the business

  • Understanding the regulatory hurdles of setting up in the cloud
  • Governance and control of data in the cloud: managing access rights, privacy, security
  • Drive for talent and skills, creating the culture and mindset for new technology
  • Examples of leveraging the cloud  – managed data services, evolution of the data warehouse

Moderator: Sarah Underwood, Editor, Data Management Insight, A-Team Group
Hany Choueiri,
Chief Data Officer, Aldermore Bank
Angela Johnson De Wet,
Head of Risk, New Technology & New Technology Change, Lloyds Banking Group
Orlando Fernandez,
Senior Technical Specialist, Bank of England


Networking and refreshment break


Panel: Establishing trust – Embedding data ethics into your data strategy

  • Regulatory and non-regulatory drivers for privacy and ethics
  • Practical insights on how to set up a privacy and ethics framework
  • Making sure models are explainable and managing inherited bias in data sets
  •  Data dilemmas – live audience polling on privacy and ethics scenarios

Moderator: Bridget Treacy, Partner, Hunton Andrews Kurth LLP
Lorraine Waters,
Chief Data Officer, Compliance, HSBC
Catriona Baldwin,
Head of Data Governance, Credit Suisse
Peter Jackson,
Director, Group Data Sciences, Legal & General IM


Fireside Chat: DataOps – why it’s the next big thing and significant for financial services

  • What is DataOps and why is it important?
  • How DataOps can align data analytics, people, process and technology with the rest of the organisation and its goals
  • Rolling out DataOps at LGIM

Peter Jackson, Director, Group Data Sciences, Legal & General IM
Paul Scott,
Head of DataOps, Legal & General IM
Interviewed by: Caroline Carruthers, Co-Author ‘Data driven business transformation


Networking drinks 

**Please note agenda subject to change**


“We have attended DMS for many years and always enjoyed the mix of real-world stories from industry thought leaders and vendors showcasing their latest product developments. To be a sponsor at the London event was a whole new and rewarding experience and one we very much hope to repeat.”

Nigel Higgs, Managing Director, Data to Value