The Virtual Event for Data Management Executives in Financial Services
Meet Regulatory Requirements. Manage Cost. Grow Your Business.

March 30 - 31, 2021 | Main Event Starts at 12 PM ET (Roundtable Starts at 11 AM)

FIMA Virtual Event March 2021


The Financial Service Industry’s Leading 

Data Management Virtual Event


At the FIMA Virtual Event, attendees will hear from leading data management executives about how to drive forward data management programs to enable the business, while ensuring data is fit for purpose and protected. Through easily accessible presentations, group panels, interviews and Q&A’s, you will learn the tried and tested strategies to leverage data as a strategic asset.

For the past several years, data organizations across the financial services industry have sought to balance regulatory requirements of well governed, high quality and secure data, with the potential for utilizing data to unlock business-driving insights and opportunities for revenue generation. Our program will focus on leveraging metadata to support resilience, advancing data quality, transitioning legacy architecture to the cloud, enabling self-service analytics and more.

Our Speakers. Your Visionaries.

Edgar Zalite

Edgar Zalite

Chief Data Architect, Americas

Deutsche Bank

Connie Zhang

Connie Zhang

U.S. Data & Analytics Officer

Agricultural Bank of China, New York Branch

Shannon Kelly

Shannon Kelly

SVP, Head of Model Risk Management

Zions Bancorporation

Shanthi Pudota

Shanthi Pudota

Vice President, Head of Enterprise Data Management and Governance

Discover Financial Services

Prasanti Cherukuri

Prasanti Cherukuri

Vice President, Enterprise Data Governance

PenFed Credit Union

Baldev Ghuman

Baldev Ghuman

Head of Data Strategy, CDO Office

Silicon Valley Bank

Alina Rivilis

Alina Rivilis

AVP Data Science & Big Data

IGM Financial Inc.

Einat Burshtine

Einat Burshtine

IT CDO, Architecture and Strategy

Crédit Suisse

Olga Maydanchik

Olga Maydanchik

AVP, Metadata Architecture

Voya Financial

Leena Dalvi

Leena Dalvi

Head of Data Governance

Navy Federal Credit Union

Michal Czaplicki

Michal Czaplicki

Director, Head of Enterprise Data Governance & Independent Controls, CDO

BNP Paribas

Sumanda Basu

Sumanda Basu

Director, Data Management Technology

Societe Generale Corporate & Investment Banking

Prasanna Uppaladadium

Prasanna Uppaladadium

Director, Data & Architecture

BNY Mellon

Matthew Greninger

Matthew Greninger

Head of Strategic Client Relationships - Americas

Duco

Scott Gnau

Scott Gnau

Vice President, Data Platforms

InterSystems

Jeff Fried

Jeff Fried

Director, Data Platforms Product Management

InterSystems

Leading Content. Zero Cost. Zero Travel.

Hear From CDOs and Data Leaders, Debating Together

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.

We Didn’t Build This Over Night

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.

Finally, A Virtual Event Where You Can INTERACT

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!

FIMA Virtual Event March 2021 Agenda

Meet Regulatory Requirements. Manage Cost. Grow Your Business.

Tuesday, March 30, 2021

    Ensuring Data is Well Governed and of High Quality

  • 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 

    Learn more
  • 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

    Learn more
  • 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

    • What core values, feature and functionalities does the EDP offer
    • What constitutes the EDP and the underlying modern infrastructure
    • How BNY Mellon uses EDP to unlock the value of data for actionable insights
    Learn more
  • 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:

    • Engage the organization to utilize and trust metadata
    • Leverage use cases where metadata can resolve issues and be used by the entire organization
    • Utilize flexible data tagging to look at data from a privacy and security perspective
    • Collect metadata to automate activity and control data in the cloud
    Learn more
  • 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

    Learn more
  • 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:

    1. Driving Operational Efficiency in Data Management to Reduce Time of Delivery
    2. Leveraging Data Virtualization to Increase Efficiency
    Learn more
  • 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:

    • Instrumentation metrics and KPIs to understand what the operations team is doing daily
    • Self-diagnosing data sets to identify what’s wrong, and using the data itself to fix it
    • Emerging quality standards to make data more useful for analytics and regulatory purposes
    • Leveraging data quality automation to increase efficiency
    Learn more
  • 2:55 pm - 3:15 pm

    2:55 pm - 3:15 pm


    Learn more
  • 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

    Learn more
  • 3:40 pm - 3:40 pm

    3:40 pm - 3:40 pm

Wednesday, March 31, 2021

    Data Innovation and Supporting the 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

    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:

    • Handling the challenges of data accuracy and self-service
    • Knowing the right level of modularity and formats that an average business user can understand
    • Understanding the transformations happening at the self-service level
    • Educating users on the flexibility they have and standardization
    • Providing a frictionless and better usability experience to users
    Learn more
  • 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:

    • Data lineage and metadata management
    • Data governance
    • Data cataloging
    • Data Privacy
    • Analytics
    • Data virtualization
    Learn more
  • 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:

    • The technology solutions necessary to support the data consumption of the future
    • Where it makes sense to leverage the cloud
    • Robust governance and data lifecycle management strategies for the cloud
    • Avoiding data duplication across the lake and the cloud
    Learn more
  • 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

    Learn more
  • 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

    Learn more
  • 2:40 pm - 3:10 pm

    2:40 pm - 3:10 pm

The Best Companies In The World Attend FIMA

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

Let’s Connect & Create A Custom Experience

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Hi, I'm Charlie, the Sponsorship Director for FIMA Virtual Event March 2021. Reach out by clicking the button below and I’ll be in touch within 24 hours. Looking forward to connecting!

Our Audience Breakdown

Our Sponsors:

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!

This event is exclusively for data management executives in financial services. Solution providers to these organizations and others will not be allowed to attend. Please register with your full company name and your corporate email address or you risk not gaining admittance. WBR reserves the right to not admit registrants based on company type.