| 8:00 |
Continental Breakfast & Registration |
|
| 8:45 |
Welcoming Remarks
Leanne Laudico-Arcinue, Executive Director, ENTITY DATA MANAGEMENT 2008 |
|
| 8:50 |
Chairman’s Opening Address |
|
| 9:00 |
Developing A Data Governance Framework: A Look From The Ground Up
Eric Sutherland, Vice President & Director of Global Technology, TD Securities |
|
| 9:35 |
Business Entity Identification (BEI) And Its Relationship To Operational Risk
Mike Atkin, Managing Director, EDM Council |
|
| 10:10 |
Understanding The New Interpretations Of Rules And Regulations And How They Apply To Your Client And Counterparty Data Initiative
Frank Principe, Director of Client On-Boarding, Barclays Capital |
|
| 10:45 |
Morning Refreshment Break and Opportunity To View The Solutions Zone |
|
| 11:10 |
New! Round Table Workshops: Join your peers and moderators in interactive round table discussions. Each moderator will rotate every 25 minutes.
(first rotation 11:10-11:30)
Topic 1: The Integration Of Security, Counterparty, And Transactional Data Into An Enterprise Data Mart
Neil Edelstein, Vice President of Product Solutions, GoldenSource Corporation
(second rotation 11:35-12:00)
Topic 2: Utilizing Vendor Relationships: What My Vendors Can And Should Be Doing To Optimize My Client And Counterparty Data Initiative
Ken Zockoll, Director of Content Development, FactSet Research Systems
(third rotation 12:05-12:30)
Topic 3: Planning For Common Entity Data Quality Problems
Tony Brownlee, Principal, Kingland Systems
(fourth rotation 12:35-1:00)
Topic 4: TBD
|
|
| 1:00 |
Lunch For All Attendees |
|
| 2:00 |
Panel Session: Formulating An Internal Client And Counterparty Data Standard Classification To Improve Your Overall Data Quality
Ari Marcus, Senior Vice President of Data Strategy, Lehman Brothers
Mark Levine, Vice President GMIS Product Data Services, Merrill Lynch
Steven Steinerman, Manager, Counterparty Data, AIG Enterprise Risk Management (ERM) |
|
| 2:35 |
Developing Strategies For Identifying Your Organization’s True Risk Exposure
Jean-Thierry Dupuy, Head of Global Sales – Client and Research Technology, Wachovia |
|
| 3:10 |
Panel Session: Discussing Data Quality As The Lifeline Of Your Organization
Eric Sutherland, Vice President & Director of Global Technology, TD Securities
Sanjay Nihalani, Vice President, formerly with Jefferies
Robert Lepre, Associate Director, Barclays Capital
Sam Weibel, Vice President, Investment Banking Solutions, GoldenSource |
|
| 3:45 |
Afternoon Refreshment Break and Opportunity To View The Solutions Zone |
|
| 4:15 |
Defining The Importance Of Vendor Relationships And Their Impact On Your Data Quality Initiative
Frank Hochheimer, Manager of Reference and Vendor Data, AIG
Tony Brownlee, Principal, Kingland |
|
| 4:50 |
Panel Session: Developing An Appreciation And Commitment To Good Data Within The Organization
Michael Simone, Vice President and Chief Data Architect, Citi Architecture & Technology Engineering (CATE)
Frank Principe, Director of Client On-Boarding, Barclays Capital
Bill Nichols, Program Director, FISD
Vikas Delory, Assistant Vice President, EIM – Client Business Solutions, Merrill Lynch |
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| 5:25 |
Special Cocktail Reception And Networking Opportunity For All Attendees |
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© 2007 WBR. All rights reserved. 
