The knowledge platform for the financial technology industry
14 March, 2024



Hilton Canary Wharf, London



Registration and Sponsor Networking


Opening and Welcome
Sarah Underwood, Editor, A-Team Group


Practitioner Innovation Keynote: A CDO’s Journey

  • What are the key aspects to consider in the journey of a CDO?
  • What are the critical components for a CDO to balance defence with offence in Financial Services?
  • How does a CDO build the capability for the future whilst delivering quick wins?
  • How does the CDO manage a multitude of stakeholders from the Board to the Branch?

Niresh Rajah, Chief Data Officer


C-Level (User) Panel: How to deliver a successful data strategy – Show me the value!

  • How have the goals of data strategy evolved over the last 5 years and where is the focus now?
  • What are appropriate value-based metrics to demonstrate value and ROI for data transformation projects?
  • How is data transformation changing the business?
  • Whilst technology is the enabler, how do you bring the whole organisation along with you in a data transformation program?
  •  Are traditional approaches to data governance and management becoming hindrances rather than enablers in the modern data landscape?
  • Does the rise of cloud and AI technologies empower organisations, or does it create new dependencies and vulnerabilities?
  • As working practices are changed by data and AI, what skill sets and capabilities will be needed and how will they be sourced?

Moderator: Lorraine Waters, Board Advisor & CDO
Elaine Priest,
Global Head of Data Risk, HSBC
Steve Green, Managing Director  – Chief Data Officer (EMEA), SMBC Corporation
Kate Platonova
, SVP & CIO for Downstream & Renewables, Shell 
Ayaz Haji, Managing Director, BNY Mellon
Diane Berry
, Chief Data & Analytics Officer, Phoenix Group


Keynote: More than data governance

With the growing need for organisations to become data-driven, Data Governance is still a trending topic in the market, although it is only part of the ultimate answer.

In his role at Precisely and as a former CDO, Jean-Paul Otte has led multiple initiatives to drive greater value around your most valuable asset – your data.

Join us for Jean-Paul’s inside view on what is resonating at the strategic level that empowers teams to become more data-driven.
In this session you will learn:

  • Why strategic leaders feel data governance is not enough
  • The guiding principles for delivering successful data program
  • How you can break down silos with a one-stop shop for data

Jean-Paul Otte, EMEA Data Strategy Lead, Precisely


Morning Break and Sponsor Networking


Keynote: Leveraging data standards and identifiers for regulatory reporting

  • How ISO data standards are playing a role in upcoming regulations
  • The importance of data standards and identifiers in driving up data quality
  • Developing cross-jurisdiction and cross-regulation harmonisation

Catherine Sutcliffe, Regulatory Affairs Director, Derivatives Service Bureau (DSB)


Panel: How to get maximum value from your cloud investment

  • What are the key success factors for successful cloud deployment and the common pitfalls and mistakes to avoid?
  • What are the best practice approaches for having visibility, control and optimisation of costs when working in the cloud?
  • What are the best practice approaches for managing data in the cloud and on prem, considering people, processes and technology?
  • How should firms minimise data privacy/security risk and set up their cloud strategy with operational resilience and regulatory obligations for DORA in mind?
  • Evaluating value and ROI: Does moving to the cloud save money and what metrics are useful for proving value?
  • What is the next frontier for cloud based data management and what challenges and opportunities will it bring?

Moderator: Oli Bage, Founder & Co-Chair, Cloud Data Management Capabilities (CDMC) initiative, EDM Council; Head of Data & Analytics Architecture, LSEG
Hugh Davidson, Director, Enterprise Data Architect, Marex
Indhira Mani, Group Head of Data Transformation, Danske Bank
Alpesh Doshi, Managing Partner, Redcliffe Capital
Chris Brook,
Co-Founder and Head of Architecture, FINBOURNE Technology


Panel: Best practice approaches to implementing self service analytics for harnessing data products

  • What are the essential elements of a successful self service analytics programme?
  • What role do data products play and how should financial institutions go about defining and identifying data products, and what are common use cases?
  • How should a CDO office set up and create the right environment and culture to enable the development of data pipelines and data products?
  • What approaches can firms take to improve data ownership and manage data quality to ensure ‘trusted’ data sources?
  • How can AI be applied along the data value chain to identify and fix issues?

Moderator: Sally Hinds, Managing Director, Data Management Consultancy Services
Lynn Watts
, Head of Data Management & Governance, Royal London Asset Management
Roxanne Howdle-Rowe,
Head of Data Product Enablement, UBS
Rinesh Patel
, Global Head of Financial Services, Snowflake


Lunch and Networking with Sponsors


Practitioner Keynote: Journey to data mesh

  • What are the data requirements for a data mesh approach?
  • How should you set up the people, processes and technology to support a data mesh approach?
  • What are the common pitfalls and how to avoid them?
  • What are the metrics and KPIs to measure success?

Duncan Cooper, Chief Data Officer | Asset Servicing, Northern Trust


Panel: Towards data intelligence – How to embrace metadata driven approaches, semantics, data virtualisation and more to simplify data access and discovery at scale and speed

  • What approaches can data managers take to improve data access and discovery?
  • What is the role of metadata driven approaches in making relevant data sources searchable and accessible for the business?
  • How can tools and techniques such as cloud, data fabric/virtualisation, semantic data, knowledge graphs and data catalogs be used to enable and improve metadata management?
  • What is the emerging role of ML, AI and generative AI here?
  • As firms re-architect their data stacks, how are they centralising data governance and controls (data privacy, security) in order to mobilise data across the organisation efficiently?
  • Why is data literacy important and what skills and types of teams can support the journey towards data intelligence?

Moderator: Naomi Clarke, Data Innovation & Strategy, CDO Advisory
Lewis Reeder, Head of Enterprise Data Governance Capabilities, BNY Mellon
Matthew Halliday
, Data Governance Practitioner – Operations, Schroders
Sam Livingstone
, Head of Data Science & Data Engineering, Jupiter Asset Management
Tony Seale,
Knowledge Graph Engineer, Tier 1 Bank


Panel: How to scale enterprise data quality with AI and ML

  • What are the current trends in data quality management?
  • How can data profiling combined with AI and ML help manage data quality?
  • Is there a role for Generative AI here?
  • How can firms leverage data lineage, visualization and data observability to identify and fix data quality issues?
  • How do AI solutions align with data governance and compliance regulations (e.g., GDPR)?
  • How will data quality management evolve over the next 5-10 years?

Moderator: Mark Davies, Partner, Element 22
Ashly Joseph
, Data Management Lead, JP Morgan
Calum Conejo-Watt
, Data Governance & Quality Lead, Lombard Odier Asset Management (Europe)
Shahina Khan,
Head of EMEA Data Governance, SMBC Corporation
Aisan Baird, Vice President, Solutions Engineering, Precisely
Kieran Seaward
, Head of Sales & Business Development, Datactics


Afternoon Break and Sponsor Networking


Keynote Fireside Chat: Data Tech Futures – what’s hot and coming next for the data technology industry?

  • As the data tech landscape continues to evolve, what are the emerging trends and technologies shaping the future of data and what is driving this?
  • What are the opportunities for harnessing the latest technologies and partnership collaborations to innovate in data management and distribute data at scale to customers?
  • How do you balance the risk and reward of new technologies?
  • Interactive Q&A with Ben! What are the top data management problems that you’d like technology to help you solve?

Interview with: Ben Clinch, Head of Information Architecture, BT Group
Interviewed by: Helen Sutton, Chief Revenue Officer, Ardoq


Sponsor Networking and Drinks Reception 



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