FIMA Connect Virtual Event

The Invite-Only Event For Senior-Level Data Management Executives In Financial Services

November 30 - December 01, 2020  |  12:50pm ET

Moving Forward: Leveraging Data As A Strategic Asset
FIMA Connect is a virtual, invite-only event created specifically for senior data management and analytics executives. With the increased demand for data, data leaders are under pressure to be entrepreneurial problem solvers, leveraging data to enable revenue generation, while balancing new ethical and privacy considerations. 

FIMA Connect provides you with best practices, timely perspectives and creative takeaways for the top challenges and opportunities facing the CDO. Ranging from the value proposition of the CDO, digital transformation, data governance, cloud strategy, data risk, data protection, privacy, ethics and much more.

We’re also including a variety of live interactive sessions, and personalized meet ups to keep you connected and ahead of the game. This is an invite ONLY event, so be sure to check and see if you’re eligible.

A Unique Experience


The FIMA Connect Virtual Event is an online forum mirroring our in-person events. We’re bringing you exclusive knowledge from top-notch industry leaders at the touch of a button.

Here's what you get when you attend:

Pre-Scheduled 1:1 Meetings

See someone on our attendee list you want to meet? Mutually matched and pre-scheduled 1:1 meetings with your prospects and peers make it easy to further business. No more fruitless conversation. No more tradeshows.

Executive-Level Content

We provide custom-made, high-level content that fosters a fruitful dialogue amongst participants. Engage in in-depth discussions on how data organizations are grappling with the impact of the COVID-19 pandemic and the uncertainties around the economic futures of their clients and themselves

Exclusive Networking

Meet only the most senior-level executives in an intimate and interactive environment at our breakout rooms, 1:1 meetings, roundtables, and more.

Our Speakers. Your Visionaries.

Roman Regelman

Roman Regelman

CEO of Asset Servicing and Head of Digital

BNY Mellon

Vijay Akella

Vijay Akella

Chief Data Officer

U.S. Bank

Cara Dailey

Cara Dailey

Chief Data Officer

Silicon Valley Bank

Peter  Serenita

Peter Serenita

Chief Data Officer

Scotiabank

Aravind Jagannathan

Aravind Jagannathan

Vice President, Chief Data Officer

Freddie Mac

David Wright

David Wright

Chief Data Officer, North America

Commerzbank AG

Jean-Christophe “JC” Lionti

Jean-Christophe “JC” Lionti

Managing Director – Chief Data Officer CIB Americas

BNP Paribas

Bala Ayyar

Bala Ayyar

Managing Director, Chief Data Officer, Americas

Société Générale

Douglass Stewart

Douglass Stewart

Head of Vanguard Data Office

Vanguard

Kevin Salzmann

Kevin Salzmann

U.S. Chief Data & Analytics Officer

BMO Harris Bank

Jill Stoller

Jill Stoller

Chief Privacy Officer

State Street

Edgar Zalite

Edgar Zalite

Chief Data Architect, Americas

Deutsche Bank

Andrew Foster

Andrew Foster

Deputy Chief Data Officer, Americas

Deutsche Bank

Julia Bardmesser

Julia Bardmesser

SVP, Head of Data, Enterprise Architecture and Salesforce Development

Voya Financial

Brian Diener

Brian Diener

Managing Director, Global Head of Core Enterprise Data

BlackRock

Deborah Lorenzen

Deborah Lorenzen

Managing Director, Head of Enterprise Data Governance

State Street

Laks Meyyappan

Laks Meyyappan

SVP, Enterprise Data and Analytics

Regions Bank

Patrice Brusko

Patrice Brusko

Head, US Office of the Chief Data Officer

TD Bank

Wes Anderson

Wes Anderson

Vice President, Head of Enterprise Data Management, Office of the Chief Data Officer

TD Bank Group

Joe Incorvati

Joe Incorvati

SVP, Risk Management Data Governance

PNC

Fiona Fox

Fiona Fox

Head of Data Enablement and Governance

Varo Bank

Caren Liu

Caren Liu

Director, Data Management and Analytics

Eaton Vance

Sam Benedict

Sam Benedict

Vice President, Solution Strategy

erwin

Barbara Petrocelli

Barbara Petrocelli

Vice President, Strategy, Field Operations

Cambridge Semantics

Scott Preiss

Scott Preiss

Managing Director, Global Head of CUSIP Global Services

CUSIP Global Services (CGS) managed on behalf of the American Bankers Association by S&P Global Market Intelligence

Ernie Ostic

Ernie Ostic

Senior Vice President, Product

MANTA

Ron Stell

Ron Stell

Director, Financial Services

MarkLogic

Greg Woodbury

Greg Woodbury

Co-founder and Director, Software Engineering

Red Arris

FIMA Connect Virtual Event Agenda

All Session times displayed in Eastern Time

Day One, Monday, November 30, 2020

    Leveraging Data as a Strategic Asset

  • 12:50 pm - 12:55 pm

    12:50 pm - 12:55 pm

  • 12:55 pm - 1:00 pm

    12:55 pm - 1:00 pm

  • 1:00 pm - 1:30 pm

    1:00 pm - 1:30 pm

    Patrice Brusko, Head, US Office of the Chief Data Officer, TD Bank
    Julia Bardmesser, SVP, Head of Data, Enterprise Architecture and Salesforce Development, Voya Financial
    Greg Woodbury, Co-founder and Director, Software Engineering, Red Arris
    Kevin Salzmann, U.S. Chief Data & Analytics Officer, BMO Harris Bank

    Incremental regulations have been driving executive sponsorship of data programs, but what will happen if the regulatory pressures lessen? How can you keep up the momentum when budgets are tightening? Data Officers have been at the forefront of creating a data driven culture that treats data as a strategic asset, but how can you make this process stickier? How do you effectively market yourself and your data organization to get continued funding? Hear lessons learned on how to:

    ·        Outline the value proposition of your offering focused on solving needs and providing solutions

    ·        Construct business cases to deliver value and innovation while continuing to meet obligations

    ·        Communicate the value proposition of data to get the funding you need to allow data to reach the full potential

    ·        Build bridges with the business to understand the different needs across the organization 

    Learn more
  • 1:30 pm - 1:50 pm

    1:30 pm - 1:50 pm

    As Financial Services and Insurance organizations start shifting and implementing AI, they must have a clear plan for integrating AI and AI-enabled technologies into every aspect of their business. This includes solidifying processes around data collection and analysis needed to make that happen.

    Data is the fuel for AI and determines successful adoption. And this data must be plentiful, high-quality, secure and capable of being understood and applied by the workforce. Our survey respondents are reasonably confident in the management, quality, usefulness, and security of their data, though just one-third to one-half are completely confident. This finding is broadly in line with previous research conducted by NTT DATA and Longitude Research where Financial Services firms (30%) lack necessary skills and talent to analyze data and Insurance carriers (24%) lack the tools to analyze data.

    Join us for this fireside chat as we discuss ways financial services and insurance industry can better use and understand their data to adopt new technologies and transform their organizations.

    Key Takeaways Include:

    ·        Have a clear plan for integrating AI and AI-enabled technologies into every aspect of the business; Get the right tools, the right data, the right skills and the right leadership

    ·        How to better use data to transform your organization and adopt new technologies

    ·        Need for data governance to support AI and emerging technology successes

    Learn more
  • 1:50 pm - 2:20 pm

    1:50 pm - 2:20 pm

    David Wright, Chief Data Officer, North America, Commerzbank AG
    Vijay Akella, Chief Data Officer, U.S. Bank
    Peter Serenita, Chief Data Officer, Scotiabank
    Aravind Jagannathan, Vice President, Chief Data Officer, Freddie Mac

    The increased demand for data and insights coupled with fee compression is putting pressure on the CDO. In the process, organizations have been battling a tension between centralized versus federated data models, with data management processes growing in silos and many opting for a more hybrid approach. How can you structure yourselves organizationally to deliver value to the business? How does your data team take an expanded role in delivering on technical delivery? Where should the controls sit? Hear from CDOs who have recently restructured their data organizations to find out how to:

    ·        Redefine roles to be innovative entrepreneurial problem solvers

    ·        Leverage data to recalibrate with shifting market and economic conditions

    ·        Manage ethical questions with the increased appetite for data sharing

    ·        Create a framework for macro data management to ensure quality, privacy and resiliency

    ·        Creating opportunities to knowledge share and interact with the data management group to solve challenges and capitalize on opportunities

    ·        Know the skillsets you need to staff the CDO to shift from defensive to offensive

    Learn more
  • 2:20 pm - 2:35 pm

    2:20 pm - 2:35 pm

  • 2:35 pm - 2:55 pm

    2:35 pm - 2:55 pm

    Roman Regelman, CEO of Asset Servicing and Head of Digital, BNY Mellon

    BNY Mellon has embraced changed for 235 years, playing a critical role in forming and evolving banking systems globally. Digital transformation expert, Roman Regelman was brought on in 2018 as Senior Executive Vice President, Head of Digital to set the strategic direction for the firm’s digital future. Roman will share lessons on how to achieve true sustainable results, including:

    • Identifying the right approach to digitization
    • Organizing for success
    • Engaging your entire organization
    Learn more
  • 2:55 pm - 3:15 pm

    2:55 pm - 3:15 pm


    Learn more
  • 3:15 pm - 3:45 pm

    3:15 pm - 3:45 pm

    Cara Dailey, Chief Data Officer, Silicon Valley Bank
    Bala Ayyar, Managing Director, Chief Data Officer, Americas, Société Générale
    Wes Anderson, Vice President, Head of Enterprise Data Management, Office of the Chief Data Officer, TD Bank Group
    Jim Soper, Senior Vice President, Director, Engineering, Acadian Asset Management
    Andrew Foster, Deputy Chief Data Officer, Americas, Deutsche Bank

    The industry is undergoing significant transformation with the shift to the cloud. Traditionally, data from third parties has been delivered to a data center for computing. However we’re now seeing a significant migration of data provisioning from vendors being available in the cloud, yet systems and processing remain in the data center. How can you bridge the gaps between the cloud and on-prem computing? How do you best govern data in the cloud?

    Panelists will discuss:

    ·        Permissioning, quality control and access that meets multiple geographic regulations

    ·        Considerations for data governance and quality for lift and shift versus going cloud native

    ·        Managing the transition to the cloud and ensuring data accuracy

    ·        Avoiding data duplication across the lake and the cloud

    ·        Determining a governance strategy that is compatible with evolving cloud partnerships across the industry

    ·        Data lifecycle management in the cloud

    Learn more
  • 3:45 pm - 3:50 pm

    3:45 pm - 3:50 pm

  • 3:50 pm - 4:35 pm

    3:50 pm - 4:35 pm

    Sam Benedict, Vice President, Solution Strategy, erwin
    Ron Stell, Director, Financial Services, MarkLogic
    Barbara Petrocelli, Vice President, Strategy, Field Operations, Cambridge Semantics
    Ernie Ostic, Senior Vice President, Product, MANTA

    Interactive VIP Roundtable Discussions: Since the morning was jam-packed with detailed presentations and thought-provoking panel discussions, here’s your opportunity to be part of the discussion! Join a group of your financial services peers to share ideas and new best practices in an intimate virtual environment.

    1.      Better Data Prep For More Effective Analytics and Governance Outcomes          

    Research shows that more than 80% of analyst time is spent on data collection and only 20% on generating actual results. And for 4 out of 5 CDOs, changing this equation is their number one priority.                                                                      

    In this roundtable discussion, we’ll tackle:                                                                                            

    ·        The biggest challenges in generating a reliable data pipeline

    ·        Requirements for every data user across the value chain

    ·        How data mapping and automation are key change agents in this ongoing process

    Sam Benedict, Vice President, Solution Strategy, erwin

    2.      Data as the Catalyst for Financial Services Innovation Through Integration of Disparate Data Sources

    ·        Discussion on how our Financial Services customers have achieved innovation through complex data integration: creating more personalized products, targeting new and broader client segments, offering customers, a richer, more digital user experience

    ·        The role cloud and other technologies are playing in driving innovation 

    Ron Stell, Director, Financial Services, MarkLogic

    3.      The Role of Graph and Semantics in Digital Transformation

    During this roundtable, Barbara Petrocelli, VP of Strategy, Field Operations, will discuss the importance of data interoperability including key interoperability standards, enabling technologies including the data fabric, graph, and semantics and methodologies that enable organizations to realize the full value of Digital Transformation.

    Barbara Petrocelli, Vice President, Strategy, Field Operations,  Cambridge Semantics

    4.     The Importance of Data Lineage to Understand Complex Systems, Obtain Immediate Actionable Intelligence, and Enable Digital Transformation

    Data Lineage is key to understanding your environment and its transformations. IT and business infrastructures are becoming more and more complex. This means that once-small data environments are becoming hard to manage and require more time and resources for maintenance, which adversely affects agility, time-to-market, data privacy, and data protection. Join this session to discuss how to:

    ·        Enhance Data Governance initiatives with powerful data lineage

    ·        Accelerate DevOps and Speed Up Impact Analysis

    ·        Enable Digital Transformation and Migration Projects

    ·        Increase IT Transparency and Self-Service for Business

    Ernie Ostic, Senior Vice President, Product, MANTA

    Learn more
  • 4:35 pm - 4:35 pm

    4:35 pm - 4:35 pm

Day Two, Tuesday, December 1, 2020

    Ensuring Data is Fit For Purpose and Protected

  • 12:55 pm - 1:00 pm

    12:55 pm - 1:00 pm

  • 1:00 pm - 1:30 pm

    1:00 pm - 1:30 pm

    Joe Incorvati, SVP, Risk Management Data Governance, PNC
    Douglass Stewart, Head of Vanguard Data Office, Vanguard
    Scott Preiss, Managing Director, Global Head of CUSIP Global Services, CUSIP Global Services (CGS) managed on behalf of the American Bankers Association by S&P Global Market Intelligence

    Traditionally data organizations have been most concerned with data integrity and quality. But the rise in data breaches and influx of privacy regulations are requiring data organizations to take greater responsibility for protection and privacy, in partnership with the information and cyber security organization as well as compliance and legal. How do you manage your information sets with tougher benchmarks? Does the prospect of audits represent a hurdle in the road toward secure data?

    Panelists will discuss:

    ·        Effective controls for data, including authorization, encryption, tokenization and purging

    ·        Examining and articulating data asset risk across various programs

    ·        Capturing enough information required for the granularity of reporting, while balancing the needs for privacy, including masking and removing information

    ·        Understanding how to manage data risk, including data governance, architecture and quality measurements

    ·        Data permissioning to manage data loss prevention to guard against intentional or unintentional leakage of data

    ·        Audits, and the role they play in ensuring market data is protected

    Learn more
  • 1:30 pm - 1:50 pm

    1:30 pm - 1:50 pm


    Learn more
  • 1:50 pm - 2:20 pm

    1:50 pm - 2:20 pm

    Deborah Lorenzen, Managing Director, Head of Enterprise Data Governance, State Street
    Fiona Fox, Head of Data Enablement and Governance, Varo Bank

    Varo Bank has a mission to help people make progress with their financial lives. As the leading challenger bank in the US, Varo has received bank charter by the Office of the Comptroller of the Currency (OCC) to open as a bank on October 1, and aims to be the first mobile-centric national bank in U.S. history. Varo is in a unique opportunity to build a data organization with the future of banking products in mind, free from the constraints of legacy systems and historical processes. Fiona will discuss how the data organization is being created around a more proactive approach to data as a critical business driver, including:

    ·        Creating a culture of data stewardship where everyone treats data as a strategic asset

    ·        Building a data infrastructure to enable innovation and agility

    ·        Maintaining rigor to meet regulatory requirements while prioritizing an 'offense' approach to data strategies

    ·        Designing a data strategy to support customer centricity to quickly meet customer needs

    Learn more
  • 2:20 pm - 2:35 pm

    2:20 pm - 2:35 pm

  • 2:35 pm - 3:05 pm

    2:35 pm - 3:05 pm

    Jill Stoller, Chief Privacy Officer, State Street
    Jean-Christophe “JC” Lionti, Managing Director – Chief Data Officer CIB Americas, BNP Paribas

    GDPR and CCPA have cemented the new norms for data privacy. Across the globe new data privacy and protection rules are being created, and at least 16 states have already implemented their own rules for data privacy and protection. What is required of your data strategy to proactively handle the multitude of data privacy requirements? How do you handle regulations that are constantly changing when trying to put new processes and controls in place to be compliant?

    Panelists will discuss:

    ·        Understanding what data you truly need to capture from someone to continue doing business

    ·        Keeping up with the evolution of ethics and redefining and understanding what ethics means along the journey

    ·        Balancing the needs of privacy and security with the desire to leverage data through modeling and analytics efforts

    ·        Tokenizing PII and the implications for data quality

    ·        Knowing the privacy requirements when transitioning from on-prem storage to the cloud

    Learn more
  • 3:05 pm - 3:35 pm

    3:05 pm - 3:35 pm

    Brian Diener, Managing Director, Global Head of Core Enterprise Data, BlackRock
    Caren Liu, Director, Data Management and Analytics, Eaton Vance

    The next generation of investors is becoming environmentally cautious and the demand for environmental, social and governance (ESG) data is increasing. Investors are shying away from companies with low ESG scores, which is in contrast to traditional financial science which focuses on the returns profile. Furthermore, across the industry, firms have tremendous amounts of unleveraged data waiting to be tapped into to transform the business. How can you prepare your business to be competitive in this evolving future state?

    Panelists will discuss:

    ·        Accessing alternative and ESG data that isn’t easily available

    ·        Meeting your clients’ evolving needs with minimal disruption to ongoing processes

    ·        Understanding your unleveraged data and how to tap into it to support the business

    Learn more
  • 3:35 pm - 3:40 pm

    3:35 pm - 3:40 pm

    Interactive VIP Roundtable Discussions: Since the morning was jam-packed with detailed presentations and thought-provoking panel discussions, here’s your opportunity to be part of the discussion! Join a group of your financial services peers to share ideas and new best practices in an intimate virtual environment.

    1.      Scaling Data Quality in the Context of Cloud and Increased Automation

    2.      The Future of Data Flows and Data Architecture: On-Prem, Cloud and Hybrid Considerations

    Edgar Zalite, Chief Data Architect, Americas, Deutsche Bank

    Partnering Across the Business to Enable the Digital Agenda with Data

    Learn more
  • 4:40 pm - 5:25 pm

    4:40 pm - 5:25 pm

    Laks Meyyappan, SVP, Enterprise Data and Analytics, Regions Bank
    Edgar Zalite, Chief Data Architect, Americas, Deutsche Bank

    Since the morning was jam-packed with detailed presentations and thought-provoking panel discussions, here’s your opportunity to be part of the discussion! Join a group of your financial services peers to share ideas and new best practices in an intimate virtual environment.

    • Strategies for Putting AI at the Center of Digital Transformation

    Laks Meyyappan, SVP, Head of Analytics, Regions Bank

    • The Future of Data Flows and Data Architecture: On-Prem, Cloud and Hybrid Considerations

    Edgar Zalite, Chief Data Architect, Americas, Deutsche Bank

    • Scaling Data Quality in the Context of Cloud and Increased Automation
    Learn more
  • 4:25 pm - 4:25 pm

    4:25 pm - 4:25 pm

The Best Companies In The World Attend

Rated #1 By The FIMA Community

"I was blown away at the quality of topics and speakers. I would recommend this conference to anyone who is seriously involved in data management."

Andrew Yoon, VP, Goldman Sachs

“FIMA is an exceptional event to hear from data management practitioners, gain insight from industry expertise, and collaborate on new and innovative approaches to data management in the financial industry.”

Brian Buzzelli, SVP, Head of Data Governance, Acadian Asset Management’s

“A must for banking data professionals.”

Yomar Marquez, EDI Analyst, Citizens Bank

Let’s Connect & Create A Custom Experience

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Hi, I'm Charles, the Sponsorship Director for FIMA Connect Virtual Event. Reach out by clicking the button below and I’ll be in touch within 24 hours. Looking forward to connecting!

How Our Virtual Events Work

Participating in a virtual event is easy. Once you and your team register, each of you will receive a link to access the presentations. You can also add the event to your Outlook or other calendar as a reminder. You do not need to download or install any software to participate. All you need is Internet access. The sessions will be recorded, and will be available for a limited time afterwards. It’s going to be a great event!