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

28 April 2020

Regulatory initiatives increasingly require firms to put in place robust data lineage frameworks to aid in understanding the workings behind reported values. But data lineage can add business value beyond regulatory compliance. As they move to automate data lineage processes by incorporating metadata management into their frameworks, firms can start to benefit from enhanced data sharing across the enterprise, more rapid response to change, reduced data-related risk and costs, and more streamlined operations.

This webinar will address the need to manage metadata within your data lineage framework, and how to turn data lineage from a regulatory response into a business advantage. It will cover the regulatory and business drivers of data lineage, potential obstacles to automation, and considerations for choosing the right data lineage tool. Specific use cases of data lineage beyond regulatory compliance will be shared.

Listen to this webinar to learn:

  • What the business and regulatory drivers are for data lineage and how you can adapt your business processes accordingly;
  • Why metadata management is important and how to implement it;
  • Key challenges of data lineage automation and how to deal with them;
  • Key considerations for choosing a data lineage tool;
  • Insight into real use-cases beyond regulatory compliance.


Arvind Joshi Head of Data Governance & Analytics
Rockefeller Capital Management
Irina Steenbeek PO Data Lineage
Harry Chopra Chief Client Officer
Moderator: Andrew Delaney President and Chief Content Officer
A-Team Group

More about our speakers:

Arvind Joshi

Head of Data Governance & Analytics

Rockefeller Capital Management

Arvind Joshi is the Head of Data Governance and Analytics at Rockefeller Capital Management.  Prior to this, he was the Data Management Lead at Scotia Bank reporting into the CFO and CDO, with responsibility for the Data Governance initiative/program for US Finance. Arvind was also at Deloitte Advisory and managed multiple engagements at BHCs and FBOs.  At Credit Suisse Holdings (USA) Inc., Arvind led the CCAR data governance initiative and at Morgan Stanley he was responsible for defining, establishing and implementing data governance/data quality programs for Basel and CCAR compliance. Arvind also represented the CFO office in establishing “Enterprise Data Office” for regulatory compliance (DFAST/CCAR and BASEL).

Arvind has over 25+ years of experience in Fortune-500 companies with diversified and comprehensive understanding of technology, business and operations processes. Arvind has successfully led initiatives to improve data governance and data quality through effective implementation of data management methodologies and technologies.

Irina Steenbeek

PO Data Lineage


Dr. Irina Steenbeek is a data management practitioner with more than 11 years of experience. The key areas of her professional expertise are the data management maturity assessment, implementation of data management frameworks, and data lineage. Irina has practical experience in software implementation such as ERP and DWH/BI, management consultation, financial and business controls, and data science.

Through the years, she has worked for global institutions as well as large- and medium-sized organizations in different sectors, including but not limited to financial institutions, professional services, and IT companies.

In 2016, she founded Data Crossroads – a training and coaching services enterprise in data management. Data Crossroads focuses on assisting companies in improving their decision-making by setting up an effective data management framework that fits-for-purpose the company business goals and resources.

Irina is a strong believer that the success of data management initiatives is based on the combination of a pragmatic approach and clear and transparent methodology. She has shared her approach and implementation experience by publishing The “Orange” Data Management Framework, The Data Management Toolkit, The Data Management Cookbook, and Data Lineage from a Business Perspective. She is also the author of various white papers and articles on the topic of data management.

Harry Chopra

Chief Client Officer


With more than 30 years of experience in global sales and financial services, Harry Chopra oversees AxiomSL’s global business development efforts, implementing go-to-market strategies and building worldwide client-driven growth.   Previously, Harry was chief commercial officer for Credit Benchmark, where he developed the concept of consensus credit estimates by working with the chief risk officer and chief credit officer community across national, regional and global banks.   Harry holds a B.A. in mathematics with a minor in economics, from the University of Delhi, and an M.B.A. in marketing and information systems from the University of Michigan.

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