Chairman's Opening Address

Evaluating The Critical Issues Associated With Counterparty Reference Data Integration

Julia Sutton Global Head, Customer Accounts Operations Citi (United Kingdom)

• Determining the optimal strategy for integrating and maintaining usable client and counterparty reference data
• Is your data usable and able to be cross-referenced from a reporting and process standpoint?
• Creating processes to effectively integrate vendor products into your data operation
• Figuring out how to interoperate with your vendors as they ship data to and from the institution
• Finding ways to verify that the data streams you are getting are valid and cleansed upon entry to your system
• Determining if the quality of your data is restricting automation
• Identifying and overcoming the problems associated with integrating data with your legacy systems

Optimizing Data Management Through Strategic Alignment Of Risk, Business, IT And Operations

Gillian Lunney Division Director Macquarie Bank (Australia)

• Identifying where data efficiency breaks down
• Examining the data supply chain: where can inefficiencies be identified across business lines?
• Overcoming challenges of working with IT when forming data policy
• Effective strategies for developing data policy with operations
• Harmonized approaches and the move towards an enterprise wide data budget

National Australia Bank Case Study: Leveraging Basel II Data Management Frameworks To Go Beyond Regulatory Compliance In Support Of Business Initiatives

Christopher Butler Project Director – Data Management, Basel II Data & Reporting National Australia Bank (Australia)

• Setting up your Basel II data management function
• Engaging other areas of your business so that they understand the scope and importance of the initiative
• Establishing policies & procedures and then implementing them throughout the maturing stages of your data management operation
• Exploring the challenges incurred along the way and looking toward future data management initiatives

Focusing On Data Integration As A Key Step Towards Enterprise Data Management

Robert Ball Director Barclays Capital (Singapore)

• Evaluating a system integration firm that is right for your organization
• Examining where to start on your integration project
• Managing your legacy architecture with an appropriate migration path
• Getting to a level where you can utilize your EDM system and leverage data throughout your operation

Lunch For All Attendees

Panel Discussion: Improving The Automation Of Reference Data Management To More Accurately Manage Risk While Cutting Costs And Improving The Customer Experience

	John Sproat Executive Director, Morgan Stanley (Japan)
	Julia Sutton Global Head, Customer Accounts Operations Citi (United Kingdom)

• Utilizing reference data management to address competitive pressures arising from globalization, risk, regulatory demands and lower margins
• Uncovering the impediments to creating a single view of the customer
• Evaluating master data hubs to connect reference data with accounts and transactions to improve profitability by offering a unified view of the customer
• Assessing the criticality of counterparty data accuracy to manage credit risk, client profitability and overall operational efficiency

Smart Consensus

Cindy Chu Manager – Asia, Global Data Services, Citi Investment Research Citi (Hong Kong)

• Identifying the current issues around consensus data:
• Examining strategies to ensure you’ve got accurate and timely data
• Assessing best practices for cleaning up the data from various data source
• Exploring the emergency of buy-side/Hedge database
• Is consensus still useful?

How To Establish An Effective Framework For Service Level Agreements To Improve Data Management Across Your Business

Lynette Poh Director, Data Services Group, Operations UBS Investment Bank (Singapore)

• Identifying the need for SLA’s across your business and the need to hold staff accountable in the current regulatory climate
• Evaluating where best to originate SLA’s:
  • Business
  • Operations
  • Technology
• Establishing regular SLA reviews, metrics and amendments
• Implementing a minimum standard of data quality and the advantages to your business
• Overcoming the complexities of managing SLA’s and examining the infrastructure for internal reporting

End of FIMA Asia Conference