Data Governance Forum

Data governance is the overall management of the availability, usability, integrity, and security of the data engaged in an enterprise. Well governed data is often considered the most critical requirement of any data initiative. A sound data governance program includes a governing body, defined set of procedures, and a plan to successfully execute those procedures. Join your peers and learn what you need to know to lay the proper foundation for your data initiative.

8:00 Continental Breakfast And Conference Registration
   

9:00 Welcome Address
 
  Mark Terry
Executive Director
Customer Data Summit For Financial Services
 

9:05 Chairperson’s Opening Address
 
     

9:20 Data Governance & Compliance For Financial Services
 
  Jay Gould
Senior Advisor of Corporate Operations And Technology
CITI

Many business drivers are prompting institutions to establish solid data governance programs. Strong data governance is essential to delivering reliable and usable business information. Ultimately this enables the successful achievement of business goals; and development of customer and corporate information. Staying current with key issues associated with compliance and standards is crucial when initiating a successful governance program.

  • Delivering leadership
  • Managing data ownership
  • Performing the smoothest and most capable implementation

10:00 Data Governance & Compliance For Financial Services
 
David Kiel
Vice President Technology
First Command Financial Services

Many organizations have data in many locations and outside data sources which have to be integrated. It is a daunting task to determine how to get from Point A (beginning point) to Point B (final destination). Like any journey it’s always best to map out where you want to go. This session will explore useful techniques to begin building the road map to successful data governance.

  • Envisioning - understanding a simple road mapping technique
  • Destination Points – high level design, work breakdown, estimating
  • Risks – identify yours but keep these in mind too
  • Statement Of Work – this becomes your final destination

10:40 Morning Refreshment Break & Networking Opportunity
   

11:10 Defining The Ingredients Of Successful Data Governance
 
Gwen Thomas
President
The Data Governance Institute

Many data governance initiatives fail initially and some even before they begin. Success depends on incorporating the most appropriate governance framework and flexible technology that will support it. Join this presentation to uncover the important factors of employing data governance and discuss:

  • A universal framework that works for formal and informal programs
  • Different “flavors” of data governance and how to involve the right stakeholders
  • Typical organizational structures, decision rights, and responsibilities
  • Key Practices - what works, and what doesn't

11:50 Panel Session: Sharing Best Practices In Data Governance
 
David Kiel
Vice President Technology
First Command Financial Services
  Geoff Galat
Vice President, Marketing And Product Strategy
Tealeaf

With many factors such as shifts in the economy and increasing regulatory requirements, businesses are now recognizing the opportunity to take a more strategic approach to data governance. As we move into the future, data stewards will be a common position both in IT organizations and businesses. Implication for the future point towards heavy market demands for best data governance practices throughout any data initiative. Take this opportunity to exchange ideas and share success stories as well as strategize to overcome challenges and:

  • Determine the right mix of people, process, and technology capabilities
  • Evolve the business from data ownership to data stewardship
  • Justify the formation of data governance structures

12:30 Lunch For All Conference Attendees
   

1:40 Data Governance And Information Security -- Touchpoints And Endpoints
 
Roy L. Post
Chief Information Security Officer,
Operational Risk Management
AXA Equitable

Information Security uses technology to enforce policy. Data governance is a critical policy input for formulating a strong Enterprise Information Protection Plan. In particular, data ownership and data classification are fundamental starting points. Once ownership and classification are set, some technology decisions can be made. Join this presentation and review examples of common technologies used for typical classifications.

  • Testing methodology to input data endpoints and see how systems handle them
  • Self-assessing your own information security awareness within your data governance process

2:20 Panel Session: Approaching The People Side Of Data Governance
 
Daymond Ling
Senior Director of Modeling & Insights
Canadian Imperial Bank of Commerce
Gwen Thomas
President
The Data Governance Institute

Data governance should be looked at as a program as opposed to a project given that it’s never a temporary activity. A program team must be dedicated to the definition, development, execution and sustainability of the governance program on a continual bases. Steward’s responsibilities must be identified, recognized and formulized the correct way to ensure success.

  • Understanding key cultural factors
  • Recognizing key human and organizational dynamics and how they effect data governance
  • Developing internal exercises and training sessions to develop effective practices

3:00 Navigating Data Governance
 
Daymond Ling
Senior Director of Modeling & Insights
Canadian Imperial Bank of Commerce

Everyone has mountains of data, we all know it needs to be organized and managed. All data appears to be important – if you’re an accountant however not all data elements are important for decision making. Be clear on what you are building as it greatly influences your choice of what to keep and how much to keep. Most data are snapshots out of operational systems. Time does not play a central role in most people’s thinking. Yet, the time dimension is critical in customer behavior analysis. Be sure to explicitly ensure there is time consistency in the database if over-time analysis is important to your business.

  • Mapping governance programs, projects, and activities
  • Developing value propositions that can thrive off initiatives already being implemented
  • Gathering support for business and IT involvement

3:40 Conclusion Of Data Governance Forum
   

 



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