DAY 1: Data Quality & Risk

8:15 Continental Breakfast & Registration Continental Breakfast & Registration

8:45 Chairperson’s Opening Address Kelvin Dickenson, Senior Product Director, D&B Global Risk Management Solutions, Dun & Bradstreet Chairperson’s Opening Address Kelvin Dickenson Senior Product Director, D&B Global Risk Management Solutions, Dun & Bradstreet Kelvin Dickenson is the Senior Product Director for D&B’s Enterprise Risk and Compliance solutions. His role is to ensure unparalleled data quality and business insight enabled by a single pristine view of clients and counterparties for financial institutions: maintain accurate counterparty data to determine risk exposure and minimize financial loss; increase the efficiency of thei [read more]

9:00 Panel Discussion: Data Quality Tips From The Trenches And Pitfalls To Avoid Thomas C. Crimmins, CFA, Director, Credit Portfolio Data & Analytics, CIT Yekaterina Sheremetyev, Vice President, Head of Data Quality Office, BNY Mellon No session description available. Thomas C. Crimmins, CFA Director, Credit Portfolio Data & Analytics, CIT Tom is a Director, Credit Portfolio Data & Analytics at CIT. Previously, Tom was a Risk Information Manager at JP Morgan Chase. His organization provides risk organization leadership across all risk data initiatives and the infrastructure/operational processes surrounding risk data. A primary focus of the organization is to ensure the data quality, business processes and infrastruc [read more] Yekaterina Sheremetyev Vice President, Head of Data Quality Office, BNY Mellon Yekaterina is Chief Data Quality Officer in Risk and Compliance at BNY Mellon. Her organization is responsible for understanding the strategic uses of information within the Risk Sector, and translating these into data quality requirements for the bank's business and operations areas. The Data Quality Office focuses on assessment and measurement of information quality for Basel II and other key ap [read more]

9:35 The Long Road Home For Reference Data – There Is Light Nick Helton, Vice President, Global Head of Reference Data, Northern Trust Co. The financial industry has been shaken by the credit and mortgage fallout. Behind the scenes, data management executives could have predicted this. So where do we go from here? Right now no one has great, clean data. But it is all about “staying the course”. Being committed, remaining tactical, continuing to build support and educating, internally and externally. This session takes a look at where we’ve come from and where we should be going. How have data management priorities shifted as a result of the heightened focus on risk? How are you being smart with your resources? What further scrutiny has come about from the regulatory bodies? Assessing who is really driving data management initiatives Examining the evolving role of data governance and stewardship Nick Helton Vice President, Global Head of Reference Data, Northern Trust Co. Nick holds the position of Global Reference Data Manager for Northern Trust, which includes responsibility for worldwide, shared service, reference data operations and for working across the enterprise to assess and define the business, operational and technology data needs and solutions from both a short term and strategic perspective. His role also encompasses leading Northern's Data Governance [read more]

10:10 Refreshment Break & Networking Opportunity Refreshment Break & Networking Opportunity

10:30 Kickoff of Interactive Roundtables Jon Asprey, Vice President, Strategic Consulting, Harte-Hanks Trillium Software Tony Brownlee, Managing Director of Data Solutions, Kingland Systems Fred Cohen, Global Head, Capital Markets & Investment Banking, iGate Patni Mark Cowan, Managing Director, Broadstreet Data Ravikiran Dharmavaram, Director Data Management Practice, Hexaware Technologies Roger Fahy, Senior Director, Enterprise Solutions, S&P Capital IQ Philip Filleul, Industry Consultant, Teradata Clarence Hempfield, Director and Principal Product Manager, Pitney Bowes Software Peter Ku, Director, Financial Services Solutions, Informatica Table 1: Leveraging The 360 View Of The Customers For AML & KYC Hosted by: Clarence Hempfield, Director and Principal Product Manager, Pitney Bowes Software Table 2: Legal Entity Data In 2012 Hosted by: Tony Brownlee, Managing Director of Data Solutions, Kingland Systems Table 3: Incorporating Business Entity Identifiers into Security Master Database(s) Hosted by: Roger Fahy, Director, Product Manager, Enterprise Solutions, S&P Capital IQ Table 4 : Don’t Federate – Is Standardizing Your Reference Data Enough? Hosted by: Philip Filleul, Industry Consultant, Teradata Table 5: Addressing Critical Reference Data Gaps With Governance And Next Generation Technologies For Ongoing Compliance Hosted by: Peter Ku, Director, Financial Services Solutions, Informatica Table 6: Building A Practical Data Quality Certification Process For Risk And Compliance Needs Hosted by: Jon Asprey, Vice President, Strategic Consulting, Harte-Hanks Trillium Software Table 7: The 7 Habits of Highly Successful Data Managers – Behavior Patterns That Work Hosted by: Mark Cowan, Managing Partner, Broadstreet Data Table 8: Establishing ‘Data Lineage’ To Rationalize Your Reference Data Eco-System Hosted by: Fred Cohen, Global Head, Capital Markets & Investment Banking, iGate Patni Table 9: The Efficient Data Enterprise: Integration And Optimizing Data Assets Hosted by: Andy Dilkes, Chief Knowledge Officer, First Derivatives Table 10: Next Gen Technologies For Reporting Hosted by: Ravikiran Dharmavaram, Director Data Management Practice, Hexaware Technologies Jon Asprey Vice President, Strategic Consulting, Harte-Hanks Trillium Software Jon is a senior member of the Trillium Data Intelligence and Governance (DIG) Solutions division, where he has overseen the development of key solution deliverables for the financial services market. Jon has over 13 years of experience in information management and data analytics, working for both global consultancies and software vendors and many international Financial Services clients. Working [read more] Tony Brownlee Managing Director of Data Solutions, Kingland Systems Tony Brownlee is responsible for the company’s Data Solutions business, which includes Kingland’s 360 Data™ line of reference data and master data management (MDM) software products. Mr. Brownlee specializes in working with firms throughout the financial services industry, leading Kingland’s new solution development and consulting practices involving process engineering, data man [read more] Fred Cohen Global Head, Capital Markets & Investment Banking, iGate Patni Fred Cohen is Group Vice-President and Global Head of iGATE Patni's Capital Markets and Investment Banking practice. With over 25 years’ experience in the financial markets, Fred has held senior management positions with high-profile employers such as Lehman Brothers, State Street, Thomson Financial and DST; he also has extensive experience managing very large scale financial projects. Mark Cowan Managing Director, Broadstreet Data Mark Cowan has initiated the data management discussion within many organizations spanning the capital markets, defense, government, insurance, retail and manufacturing. Mark, a Managing Partner of Broadstreet Data, is a recognized expert in system design, integration and business enablement.Mark has held leading roles in RBC Dexia Investor Services, Adobe, Realm, SAP as well is an active member i [read more] Ravikiran Dharmavaram Director Data Management Practice, Hexaware Technologies Roger Fahy Senior Director, Enterprise Solutions, S&P Capital IQ Philip Filleul Industry Consultant, Teradata Phil has 25 years in Banking technology across retail and capital markets. Phil has been theglobal risk and compliance program manager for Sun Microsystems, regularly speaking at conferences and being a thought leader in the european Mifid compliance area. More recently he was solutionmanager for Reference Data in iGate Patni, where he helped create an innovative holistic rerferencedata program an [read more] Clarence Hempfield Director and Principal Product Manager, Pitney Bowes Software Clarence Hempfield is Director and Principal Product Manager for Pitney Bowes Software.He has over 15 years of experience in the high tech industry with extensive experience in product management, product marketing, sales and communications. Hempfield currently leads global product strategy for Pitney Bowes Software in the data quality and data governance domains.Prior to joining Pitney Bowes Soft [read more] Peter Ku Director, Financial Services Solutions, Informatica Peter is responsible for Informatica’s Banking, Capital Markets, and Insurance industry solutions marketing practice. Mr. Ku has over 15 years developing and marketing data integration, reference data, data management, business intelligence, and data governance solutions to the global financial services industry with Visa International, Sagent Technology, Iteration Software, Dorado, and Ellie Mae. [read more]

12:05 Lunch For All Attendees Lunch For All Attendees

1:00 A Practical Guide To Measuring Data Quality Peter Benson, Executive Director and Chief Technical Officer, Electronic Commerce Code Management Association Data plays a measurable role in how efficiently a business performs. As you remove access to data, risk increases until the business function is stopped or fails. Data quality is a business not a technical issue and the solution to data quality requires a commitment from business managers. Measuring data quality and the value added as a result of increasing its quality comes down to documenting business requirements for data and measuring the degree to which data meets these requirements. The axiom that you cannot manage what you do not measure applies to data. We all agree that data is a critical and valuable asset that we have to manage, but can we really measure its quality? The answer is yes, and businesses are successfully using ISO 8000 the international standard for data quality to measure and manage the quality of their data. The theory is simple and there is a proven practical method for documenting data requirements and for measuring data quality using open international standards. Data quality is a business issue There are simple practical steps you can take to measure data quality Data quality and risk are highly correlated You cannot manage what you do not measure applies to data Do you have the data you need? Peter Benson Executive Director and Chief Technical Officer, Electronic Commerce Code Management Association Mr. Peter Richard Benson is the Founding and Executive Director of the Electronic Commerce Code Management Association (ECCMA). This not for profit association was founded in 1999 to develop and promote the implementation of co-operative solutions for the unambiguous exchange of information. Peter is also the General Manger of PiLog USA Inc., a member of an international group of companies providi [read more]

1:35 Continuation Of Interactive Roundtables Continuation Of Interactive Roundtables

2:45 Refreshment Break & Networking Opportunity Refreshment Break & Networking Opportunity

3:05 Continuation Of Interactive Roundtables Continuation Of Interactive Roundtables

4:05 Cost Oriented Approach To Risk & Compliance Emmanuel Kiyanda, Senior Manager, Market Operations Support, National Bank of Canada Over the years I discussed with colleagues, peers and vendors about numerous EDM projects. Was it a success or failure for the organization? I share effective simple practices that allow EDM teams to remain relevant and add value to their organization. Effective EDM practices: Survey – Survey executive management to ensure they understand the EDM objectives Charge back – Clearly charge back every single penny (you, data, team and technology) to profit centers Discuss – Discuss charge backs, face-to-face, with profit centers Assess – Truly assess track record and internal reputation Respond – Be responsive to your clients and partners Communicate – Communicate roadmap with clear targets & deadlines Emmanuel Kiyanda Senior Manager, Market Operations Support, National Bank of Canada Emmanuel Kiyanda is Senior Manager, Market Parameters at National Bank of Canada. He is based in Montreal and is responsible of market data, static data and plays an important role in the data governance at the Bank. He formerly worked in credit and market risk management at Caisse centrale Desjardins, Caisse de dépôt et placement du Québec and National Bank of Canada. Recently, his team and him s [read more]

4:40 End Of Day One End Of Day One