The leading knowledge platform for the financial technology industry
22nd September, 2022



Convene, One Liberty Plaza, New York


Leveraging data to drive business and compliance insight


Registration and Networking over Coffee


Opening and Welcome
Andrew Delaney, President & Chief Content Officer, A-Team Group 


User Panel: CDO perspectives on shifting to ‘data for offense’: Setting up data strategy to support agility, business growth and the move towards data monetisation

  • Leveraging data culture and data literacy to drive transformation and stronger alignment with the business
  • Shifting to offence: Leveraging existing ‘data defence’ foundations to drive ‘data offence’ strategy
  • Architecting your data platform for agility and flexibility to handle future change
  • Delivering ROI on data: metrics that prove value to the business
  • How to get started on a data monetisation strategy

Julia Bardmesser, SVP, Head of Data Management, Architecture and Salesforce Development, Voya Financial
David Wright, Chief Data Officer – Data & Analytics Solutions, BNY Mellon
Pawan Verma,
Chief Data Officer – DMO Head, Bank of China

9:45 am

Practitioner Keynote: Unlocking data value with a successful business partnership

  • The role of EDM in helping to solve data sourcing and data silo complexities
  • Key success factors for setting up a successful partnership with the business
  • The importance of trusted, well governed data and proactive data quality management
  • Business benefits of a strong partnership

Brian Greenberg, Senior Director – Business Enablement Lead within the Enterprise Chief Data Office, BNY Mellon


Paul Hewitt, Director and Practice Lead for AI, ML and Big Data, Luxoft


Networking and Refreshment Break


Keynote: How a data blueprint delivers knowledge and context for better decisions

  • How does your data really flow around your organisation?
  • Do you have transparency on its context, and on the people and processes that touch and impact it?
  • How data lineage is key before embarking on change – in order to make better quality decisions and operate more efficiently
  • How to create your own data blueprints and utilise them for a more proactive approach

Philip Dutton, Co-CEO & Co-Founder, Solidatus


Panel: Breaking out of the ivory tower to deliver real world data governance that delivers value

  • How to get engagement for data ownership within your organisation
  • How to prioritise data quality management
  • How to include new data sets such as unstructured data and ESG data
  • How technology can enable data governance and data lineage automation
  • How to ensure your data governance evolves with the business and emerging technologies

Moderator: Andrew Delaney, President & Chief Content Officer, A-Team Group
Ellen Gentile, Data Quality Leader, Edward Jones
Randy Gordon, Head of Data Governance, Cross River Bank 
Mark Shainman, Sr. Director Data Governance Products, Securiti
John Carroll, Head of Customer Success, Datactics
Derek Wilson, Executive Director, Lumada Software Solution Experience, Hitachi Vantara


Panel: Shifting to agile data management practices to ensure enterprise-wide data access, analytics and visualisation

  • Mindset shift: Working with the business to think about data from a data domain perspective (How to get the business to buy into data ownership by data domain?
  • How to set up your data function to think of data as a product)
  • How to reduce friction in democratising data assets and to provide access to data and analytics enterprise wide
  • How to ensure data quality levels for analytics
  • How data virtualization can accelerate data discovery
  • Acquiring the right talent to keep up with AI and data science

Moderator: Dessa Glasser, Independent Board Member, Oppenheimer Holdings Inc.; Principal, The Financial Risk Group 
Tarun Sood, Chief Data Officer, American Century Investments
Arvind Joshi,
Director, Data Management and Analytics Lead, Scotiabank
Mary Anne Bullock, Global Strategic Account Director, Solidatus
Barry Raskin,
Head of Data Practice, Ticksmith Corp


Lunch and Networking


Keynote: John Cusack, CTO, Yellowbrick Data


Panel: Embracing the cloud  – Approaches to managing complex financial data and analytics in multi-cloud environments 

  • Key components and capabilities for managing data and analytics in multi-cloud environments
  • The role of data fabric and data mesh in developing data infrastructure required for complex analytics and data product creation 
  • How to optimise your multi-cloud environment and keep on the right side of security and privacy to maximise the value from your analytics
  • Challenges and opportunities of cloud and how these inform future cloud strategy

Moderator: John Bottega, President, EDM Council 
Marc Alvarez, Managing Director, Protego Trust Bank
Andrey Rybka,
 Head of CTO Compute & Cloud Architecture, Bloomberg
Representative from Yellowbrick Data
Representative from Refinitiv


Keynote: Improving privacy, security, and governance with unified data controls

  • Learn how to identify dark data assets in cloud environments from “lift and shift” migrations
  • Learn how to use AI/ML to discover and classify sensitive data across hundreds of systems and build
  • Find out how to provide insight into sensitive data within your streaming environment
  • Realise the benefits from having a data catalog across your enterprise, including sensitive data

Mark Shainman, Sr. Director Data Governance Products, Securiti


Fireside Chat: Third-party master data – A critical ingredient to digital transformations

  • What are the business benefits of a successful master data management (MDM) program?
  • How can third-party master data enhance a MDM program?
  • What is the aspirational state and how can enterprises get there?
  • How can enterprises create and sustain enthusiasm for change?
  • How can enterprise leaders ensure success in practice?

Interview with: Steve Kleinmann, Industry Practice Lead, Moody’s Analytics
Interviewed by: Andrew Delaney, President & Chief Content Officer, A-Team Group


Networking and Refreshment Break


Panel: Reviewing the regulatory and reporting landscape: the data management response  

  • Evolution of the regulatory landscape and burden of regulatory change on data management operations
  • Innovative approaches and technologies that address these challenges
  • A spotlight on the ongoing problem of data quality
  • Progress on data harmonisation and standardisation for reporting

Moderator: Kenneth Lamar, Principal Partner, Lamar Associates LLC
Amy Kabia
, Managing Director – Party Reference Data Operations, JP Morgan Chase
Anand Narayanan, Executive Director, Regulatory Change Management, Sumitomo Mitsui Banking Corporation (SMBC)

Emma Kalliomaki, Managing Director, Derivatives Service Bureau (DSB)
Linda Coffman, EVP, SmartStream RDU


Panel: Establishing a strong foundation for your ESG data strategy – ensuring quality, governance and lineage

  • How to embed ESG into your data culture
  • Making sure the appropriate governance, controls (privacy, security, ethics) are in place
  • Being able to prove data lineage for regulatory compliance and to uncover business insight
  • How to integrate emerging ESG data standards
  • How data management principles can build trust in ESG products and services and prevent greenwashing

Moderator: Tamara Close, Founder and Managing Partner, Close Group Consulting Inc
Andrew Foster
, Head of Data Governance Americas, Deutsche Bank
Thomas Quinn, COO/CCO, Moerus Capital Management
Edward Grau
, Lead, Technology & Strategy Advisory North America, Luxoft


Networking Drinks and Data Management Insight USA Award Winners Ceremony

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