Edgar Zalite
Chief Data Architect, Americas
Deutsche Bank
Connie Zhang
U.S. Data & Analytics Officer
Agricultural Bank of China, New York Branch
Shannon Kelly
SVP, Head of Model Risk Management
Zions Bancorporation
Shanthi Pudota
Vice President, Head of Enterprise Data Management and Governance
Discover Financial Services
Prasanti Cherukuri
Vice President, Enterprise Data Governance
PenFed Credit Union
Baldev Ghuman
Head of Data Strategy, CDO Office
Silicon Valley Bank
Alina Rivilis
AVP Data Science & Big Data
IGM Financial Inc.
Einat Burshtine
IT CDO, Architecture and Strategy
Crédit Suisse
Olga Maydanchik
AVP, Metadata Architecture
Voya Financial
Leena Dalvi
Head of Data Governance
Navy Federal Credit Union
Michal Czaplicki
Director, Head of Enterprise Data Governance & Independent Controls, CDO
BNP Paribas
Sumanda Basu
Director, Data Management Technology
Societe Generale Corporate & Investment Banking
Prasanna Uppaladadium
Director, Data & Architecture
BNY Mellon
Matthew Greninger
Head of Strategic Client Relationships - Americas
Duco
Scott Gnau
Vice President, Data Platforms
InterSystems
Joe Lichtenberg
Global Head of Product and Industry Marketing
InterSystems
Jeff Fried
Director, Data Platforms Product Management
InterSystems
Listen to leading Chief Data Officers and fellow data experts for an honest, unbiased view of what's working right now and the future ahead.
Data management executives across the finance industry have relied on FIMA for over 15 years - so you can trust the quality of information, the presentations, and the format itself.
Use live chat and virtual Q&As to benchmark and connect with peers to beat challenges together. You can be an active participant - or just sit back and take notes – it’s up to you!
Meet Regulatory Requirements. Manage Cost. Grow Your Business.
12:00 pm - 12:05 pm
12:00 pm - 12:05 pm
12:05 pm - 12:15 pm
12:05 pm - 12:15 pm
Interested in demonstrating thought leadership as chairperson? Contact charlie.mcniff@wbresearch.com
12:15 pm - 12:35 pm
12:15 pm - 12:35 pm
Shanthi Pudota, Vice President, Head of Enterprise Data Management and Governance, Discover Financial Services
Shanthi Pudota joined Discover Financial Services to drive major transformation as Vice President and Head of Enterprise Data Management and Governance in early 2019. Starting a new leadership role in data is always a challenge, from getting executive buy in, to securing budget to changing culture, these things take time and commitment. Find out how Shanthi is driving these initiatives while continuing to deliver value, including:
· Establishing an enterprise wide data strategy that can grow organically
· Leveraging AI and machine learning to deliver value on the back end while re-platforming
· Communicating these programs in a way that satisfies regulators and gets teams on board
· Engaging the team and keeping up the momentum while remote
12:35 pm - 12:55 pm
12:35 pm - 12:55 pm
Prasanna Uppaladadium, Director, Data & Architecture, BNY Mellon
BNY Mellon, a global investment company and one of the oldest financial institutions that prides itself to power the success across the financial world for individuals and institutions through unique insights, thinking and actions, wanted to create an enterprise data platform (EDP). The EDP provides a massive analytics and reporting platform, enabling us to generate actionable insights to improve processes and business performance.
Please join us and listen to this presentation to learn
12:55 pm - 1:20 pm
12:55 pm - 1:20 pm
Edgar Zalite, Chief Data Architect, Americas, Deutsche Bank
Shanthi Pudota, Vice President, Head of Enterprise Data Management and Governance, Discover Financial Services
Risk, resiliency and controls continue to drive every data organization. With investments in metadata collection, organizations have an opportunity to leverage this to better track, understand and support a more resilient environment. Find out how to:
1:20 pm - 1:40 pm
1:20 pm - 1:40 pm
Interested in demonstrating thought leadership as a keynote presenter? Contact charlie.mcniff@wbresearch.com
1:40 pm - 1:45 pm
1:40 pm - 1:45 pm
1:45 pm - 2:30 pm
1:45 pm - 2:30 pm
Since the morning was jam-packed with detailed presentations and thought-provoking panel discussions, here’s your opportunity to be part of the discussion! Open to financial services participants only, this is your chance to connect and learn from your peers in a moderated interactive discussion. Interested in showcasing your thought leadership as a roundtable discussion host? Contact charlie.mcniff@wbresearch.com
Topics May Include:
2:30 pm - 2:55 pm
2:30 pm - 2:55 pm
Shannon Kelly, SVP, Head of Model Risk Management, Zions Bancorporation
Connie Zhang, U.S. Data & Analytics Officer, Agricultural Bank of China, New York Branch
Olga Maydanchik, AVP, Metadata Architecture, Voya Financial
Matthew Greninger, Head of Strategic Client Relationships - Americas, Duco
Historically data quality has generally been a rear view mirror process in financial services. With an increased demand for analytics and the ongoing process of risk assessments, data quality is under significant scrutiny. Find out how organizations are prioritizing data validation up front and establishing single versions of mastered content as opposed to data copies across the organization. Panelists will discuss the latest evolutions in data quality, including:
2:55 pm - 3:15 pm
2:55 pm - 3:15 pm
Joe Lichtenberg, Global Head of Product and Industry Marketing, InterSystems
In a recent survey of more than 100 C-level executives at global financial services organizations, we learned that most firms are still performing most of their compliance activities manually, and 90% of firms are allocating at least 40% of their total data practice’s budget just to compliance initiatives. To streamline and automate compliance activities, leading firms are now implementing an enterprise data fabric to bring together data from across the enterprise, reducing manual effort, increasing accuracy, lowering latencies, and simplifying operations. An enterprise data fabric is also being used by firms as an enabler for more strategic initiatives, such as enterprise risk and liquidity management, portfolio management, KYC, hyper personalization, and others. In this session we will present a subset of the research findings, describe what top analysts are calling “the future of data management,” and how it is being used to streamline both compliance initiatives and accelerate strategic business initiatives at top financial services firms.
Join this session to find out:
· The current state of data governance and data management maturity in financial services
· The top business benefits firms are looking to gain from data management advancements
· Technologies in use to meet these requirements
3:15 pm - 3:40 pm
3:15 pm - 3:40 pm
Leena Dalvi, Head of Data Governance, Navy Federal Credit Union
Michal Czaplicki, Director, Head of Enterprise Data Governance & Independent Controls, CDO, BNP Paribas
Einat Burshtine, IT CDO, Architecture and Strategy, Crédit Suisse
As data organizations continue to mature, the focus is shifting to cloud migration and more offensive data management. Data governance has tremendous potential to support and enable the business, including analytics and revenue growth. Find out how you can push data governance to the next level, including how to:
· Further institutionalize the process of governance to enable digital ambitions
· Get stewards to become more active when stewardship is not their sole function and timing is limited
· Set up governance for unstructured data and data in the cloud
· Leverage new use cases for data governance to support the business
3:40 pm - 3:40 pm
3:40 pm - 3:40 pm
12:00 pm - 12:05 pm
12:00 pm - 12:05 pm
12:05 pm - 12:15 pm
12:05 pm - 12:15 pm
Scott Gnau, Vice President, Data Platforms, InterSystems
12:15 pm - 12:40 pm
12:15 pm - 12:40 pm
Jeff Fried, Director, Data Platforms Product Management, InterSystems
Prasanti Cherukuri, Vice President, Enterprise Data Governance, PenFed Credit Union
Alina Rivilis, AVP Data Science & Big Data, IGM Financial Inc.
The CDO is helping the business to answer a diverse range of questions. Data consumers have a range of needs, from trading and portfolio management to risk analytics. But how confident are you that you know exactly what the users want and how to get it to them? Do your data users understand the level of self-service they want? Panelists will discuss how they are enabling self-service analytics, including:
12:40 pm - 1:40 pm
12:40 pm - 1:40 pm
Data management in financial services is highly complex, and the technology that supports it is constantly evolving. Across the industry firms are migrating to the cloud, investing in metadata management, analytics and more. At the same time data privacy and cyber security are under greater scrutiny than ever before. Join us for the FIMA Virtual Demo Series to see concise virtual demos and have the opportunity to ask questions in real time. Hear about the latest solutions to ensure data is fit for purpose and protected, and opportunities to leverage data as a strategic asset. Interested in showcasing your solution in an interactive virtual demo? Contact charlie.mcniff@wbresearch.com
Hear from 4 leading technology providers who will each share a 10 minute virtual demo followed by 5 minutes Q&A. Technology categories may include:
1:40 pm - 2:00 pm
1:40 pm - 2:00 pm
Sumanda Basu, Director, Data Management Technology, Societe Generale Corporate & Investment Banking
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?
Find out:
2:00 pm - 2:20 pm
2:00 pm - 2:20 pm
Interested in demonstrating thought leadership as a keynote presenter? Contact charlie.mcniff@wbresearch.com
2:20 pm - 2:40 pm
2:20 pm - 2:40 pm
Baldev Ghuman, Head of Data Strategy, CDO Office, Silicon Valley Bank
As the data organization becomes more enmeshed in machine learning and AI projects, it puts new requirements on data preparation to be served good results. Data organizations have a new opportunity to engage with teams focused on predictive analytics, shifting from the supply to demand side to be more nimble. Find out how to better support predictive analytics, including:
· Creating and testing hypotheses to produce good analytics
· Understanding how the data organization fits into the process to create better practices going forward
· Knowing how people consume and understand data at the end of the consumption pipeline to inform ongoing requirements for data quality and cleansing
2:40 pm - 3:10 pm
2:40 pm - 3:10 pm
"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