Course Agenda

Agenda

Day 1

Wednesday 20th June 2018

09:00

Registration and refreshments

09:30

Introduction: Establishing an effective data governance strategy

  • Why are we here? – A brief history of Data Management
    • Introduction: Building “Trust” in data
    • The evolving regulatory landscape
  • What is Data Management and Data Governance?
  • Creating an effective Data Management framework amidst evolving business and regulatory expectations
    • Data Governance
    • Data Quality
    • Data Architecture
    • Data Security
    • Data Structure
    • Master Data, Meta Data, Reference Data
  • How can data governance add value to the business? 
  • The “Chief Data Diplomacy Officer” – Practical considerations to drive success

Speaker: Michael Ivie, Executive Vice President, Head of Financial Services Consulting, Arrayo

10:30

Morning break

11:00

Designing a data governance framework

  • The pillars for succeeding in data governance 
  • Policy, roles and responsibilities, processes
  • How to identify critical data governance elements 
  • Creating and using data lineage effectively 
  • Assessing the current maturity of your data governance program using Data Management Maturity Model and other capabilities

Speaker: Shailesh Mathankar, Director, Data Management, AIG 

12.00
 

 Ensuring Success in Data Governance by Proactively Addressing Change and Accountability

This tutorial will educate participants on navigating the “people” part of Data Governance by providing a pragmatic process for creating accountability and managing change. 

  • The basics of culture change
  • Specific issues of change with Data Governance efforts
  • How to build a change plan
  • How to measure adoption and promote accountability across the organization

Speaker: Kelle O'Neal, Founder & CEO, First San Francisco Partners 

13:00

Lunch

14:00

Implementing a data governance framework

  • How can data governance models help with data rationalisation & enhance data sharing?
  • Moving towards a holistic culture 
  • Managing data ownership by numerous stakeholders across the business 
  • Achieving cultural change 
  • Improving data accuracy and integrity

Speaker: Dessa Glasser, Principal, Financial Risk Group and Former CDO and CRO 

15:30

Afternoon break

16:00

BCBS 239: Regulatory perspectives and implementation challenges 

  • Practical elements of BCBS 239 implementation
    • What is BCBS 239?
    • Regulatory reporting simplified
    • Update on adoption progress
    • What are other regulations driving RDAR?
  • Implementation Challenges & Key Considerations
  • Regulatory Perspectives & Highlights
    • Data Governance Structure - Insights & key components regulators focus on
    • Internal Control Framework
    • Data Maturity Framework
    • Data Quality Metrics
    • Data Lineage
  • Conclusion – “The Future Chief Data Officer”

Speaker: Michael Ivie, Executive Vice President, Head of Financial Services Consulting, Arrayo

17:00

End of day one
   

Day 2

Thursday 21st June 2018

09:00

Refreshments

09:30

Creating sustainable data quality 

  • Data governance building blocks for sustainable data quality  
  • Data quality strategies for strong data accuracy 
  • Remediation and reconciliation of data 
  • Fixing data quality anomalies 
  • Establishing data quality metrics and thresholds 
  • Data quality management center  
  • Measurement and DQ accountability 

Speaker: Brett J. Caracciolo, Senior Vice President, Data Governance, Sterling National Bank 

11:00

Morning break

11:30

Data ownership across the business

  • Data stewards - Liaise between IT and business 
  • Establishing the role of the Chief Data Officer
  • Shared responsibilities between Chief Data Officer and other executives 
  • Data Governance standards and policies - how to enforce and communicate
  • Stewardship - Understanding operating mode, roles, responsibilities and communication/escalation paths for data

Speaker: Sandra Recca, Senior Director, Fitch Ratings 

13:00

Lunch

14:00

Innovation in data governance

  • Industry trends
  • Innovation driven data strategy 
  • Evolution of data office
  • Use case: Financial crime transaction monitoring  
  • Next generation data 

Speaker: Mark Carson, Partner, EY 
                Chandra Devarkonda, Executive Director, EY 
                Joseph Sommer, Senior Manager, EY 
  

15:30

End of course