8:30 Continental Breakfast & Registration Continental Breakfast & Registration

9:00 Chairperson’s Opening Address Chairperson’s Opening Address

9:15 Getting Metrics Right – Evaluating Data Quality Measurements To Enhance Business Operations Tom Dalglish, VP Investment Banking - Enterprise Reference Data, JP Morgan Achieving data quality is not just about creating a golden copy. It is about developing a level of operational capability, agility and efficiency that will improve your data and allow you to gain a competitive edge. But how are you improving your data if you don’t have the means to measure improvements? Establishing metrics and defining targets is critical to your success. You must then create a scorecard using the characteristics of data you want to measure. This session will walk you through that process. Understanding the importance of product types and data types when setting up an internal data metrics strategy Making sure your metrics are tangible and easy to manage Assessing internal vs. external metrics reporting Getting the evaluation criteria right for successful metrics selection Overcoming governance and implementation challenges Using data quality metrics as a tool to identify where further investment is needed as well as where success has been achieved Tom Dalglish VP Investment Banking - Enterprise Reference Data, JP Morgan

9:50 Establishing An Effective Internal Governance Structure For Reference Data Management Andre Kelekis, Global Market Data - Head of Strategies, BNP Paribas Identifying a reference data management “owner” Assessing which business unit deserves greater authority over a given data set Establishing a plan for dealing with conflicts of priority Aligning your organization on a common strategy across departments, functions and geographies Breaking through walls to establish true data governance Getting buy-in one silo at a time Examining steps you can take to enforce data governance across a silo-based organization Understanding how to distribute your data for customized use throughout your organization Andre Kelekis Global Market Data - Head of Strategies, BNP Paribas

10:25 Refreshment Break & Networking Opportunity Refreshment Break & Networking Opportunity

10:55 Panel Discussion: Effectively Managing Reference Data Quality Across Your Global Organization Hyong Kim, Principal, Ernst & Young Torjus Jensen, Managing Director, UBS Investment Bank Reference data is used in every facet of the business - from trading desks and operations to financial reporting - and it is often located in multiple systems, records and end-user desktop applications. This disparity of sources regularly creates cumbersome processes to identify, reconcile and synchronize reference data, which, in addition to being inefficient, are prone to errors. And these errors then generate the need for added oversight of not only the reference data used, but the metrics impacted. It's an unwelcome chain of events that can be minimized by a sustained effort to understand and optimize data processes. This panel will discuss the challenges, lessons learned and cost components of effectively managing reference data, including market data feeds, security master, and customer/counterparty master. Overcoming the complexity of multiple vendor feeds What has worked and what hasn’t? Contract negotiation and the need for SLA’s and metrics stipulations Making progress building data quality conditions into contracts with vendors Examining multiple feeds, multiple regions and a centralized vs. decentralized approach What vendor feeds can be used across applications and where do you need a specialty feed? The growing need for vendor data screening and the potential impact on data quality Assessing the future outlook on data licensing Hyong Kim Principal, Ernst & Young Torjus Jensen Managing Director, UBS Investment Bank

11:30 Kickoff of Interactive Roundtables (First 2 Tables) Tony Brownlee, Principal, Kingland Systems Corporation Moderators For The Data Quality & Metrics Roundtables: Each 20 minute session will be focused on a specific theme within data quality and metrics. Only here will you brainstorm with your industry peers in a closed-door setting; taking away new ideas to improve your data quality program. Table 1: Master Data Management (MDM) Considerations For Banking And Financial Markets Data Quality Hosted by: Tony Brownlee, Principal, Kingland Systems *There are 4 total tables. Tony Brownlee Principal, Kingland Systems Corporation Tony Brownlee is responsible for Kingland’s financial services MDM practice, working with major banking, financial markets, and insurance companies. Tony specializes in new solution development in areas involving process engineering, complex data, data management, and risk management problems and was instrumental in the creation of Kingland Systems’ data business.

12:15 Lunch For All Attendees Lunch For All Attendees

1:15 Continuation of Interactive Roundtables (Final 2 Tables) Continuation of Interactive Roundtables (Final 2 Tables)

2:00 Refreshment Break & Networking Opportunity Refreshment Break & Networking Opportunity

2:40 Successes & Challenges Of Trying To Build A Data Management Initiative – 1 Year Later Laura Madison, SVP/Data Management Program Director, Rabobank Laura’s experiences in learning about Data Management started at the 2009 FIMA conference. In this session, she’ll walk you through the process of how she applied what she learned at FIMA in her own organization. She’ll be speaking as a “practitioner” who has had a few successes but continues to have challenges, and certainly lessons learned. Navigating “Dataland” Conferences and Associations Books and Websites Consultants Vendors Discovering your internal “Data Landscape” Ideas for small data wins with high visibility Selling Data Management to the Executive Committee – Round 1 Selling Data Management to the Executive Committee – Round 2 Lessons learned Laura Madison SVP/Data Management Program Director, Rabobank Laura Madison is a Senior Vice President and director of the newly formed Data Management Program at Rabo Support Services, Inc. (a subsidiary of Rabobank International) in Jersey City, NJ. She has spent the last year researching Data Management in the wider world, and educating her colleagues about the importance and value of including Data Management as a strategic function. Laura joined Rabo ne [read more]

3:05 Examining Innovative Strategies For Reducing Costs & Increasing The Efficiency Of Your Data Operation Torjus Jensen, Managing Director, UBS Investment Bank Torjus runs the data technology group at UBS Investment Bank. Two areas where he feels they are being particularly innovative are strategic outsourcing and automation. Through both of these initiatives, they have managed to reduce their spend by over 40% annually. He’ll discuss the financial and operational benefits; as well as the impact this has had on the entire organization. Reducing data costs through strategic outsourcing efforts Understanding the key advantages outsourcing has on enterprise wide data management Deciding what data is safe to outsource Utilizing a 3rd party workflow platform to increase automation Freeing up funds and internal resources to further build out your platform and increase your instrument coverage Torjus Jensen Managing Director, UBS Investment Bank

3:40 Examining The Keys To Measuring And Achieving Data Quality Peter Benson, Executive Director & Chief Technology Officer, Electronic Commerce Code Management Association (ECCMA) How do you determine what is “high quality” data? And where did you come up with your formula for making that determination? Peter believes that the key to measuring data quality is first defining your data requirements. From there, you can directly measure the degree to which those requirements are met. Establishing and maintaining data requirements as your first fundamental step towards measuring data quality Auditing your data quality – finding out where you stand and identifying where you would like to be Examining the data cleansing process Realizing the benefits of higher data quality – moving beyond identifiers to actually leverage your data Peter Benson Executive Director & Chief Technology Officer, Electronic Commerce Code Management Association (ECCMA) Mr. Peter Benson is the Executive Director and Chief Technical Officer of the Electronic Commerce Code Management Association (ECCMA). Peter is an expert in distributed information systems, content encoding and master data management. Peter designed and oversaw the development of a number of strategic distributed database management systems used extensively in the UK and US by the Public Relations [read more]

4:15 End of Data Quality & Metrics Day End of Data Quality & Metrics Day