FIMA 2017

November 08-November 09, 2017

QEII Centre, London

Contact Us: 44 (0) 207 036 1345

Wednesday 8th November 2017

Generating New Opportunities from Data

7:45 AM - 8:45 AM Welcome, Registration, Refreshments

Collect your pass, take a refreshment and start networking.

8:45 AM - 8:50 AM Organiser’s Welcome – Tom Webber

Find out how in-depth research with your peers led to the creation of this year’s programme and say hello to your neighbour

8:50 AM - 9:00 AM Chairperson’s Welcome Address

Chris Bannocks, Chief Data Officer, ING
Find out how the macro economic environment is creating new opportunities for the data leader today.

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Chris Bannocks

Chief Data Officer
ING

9:00 AM - 9:20 AM State of the Profession Address - The Evolution of the Financial Industry Data Profession: Governance to Business Value

Peter Serenita, Chief Data Officer, Scotia Bank
As Brexit looms on the horizon, the regulatory landscape on either side of the Atlantic continues to shift and technology disrupts data management more than ever before, your data organisation faces fundamental challenges and new ones too. Find out how to position your data organisation for success and protect your business from new risks by delivering best practice data management whilst harnessing next generation data capabilities from this highly respected global data expert.

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Peter Serenita

Chief Data Officer
Scotia Bank
Learn how COOs from Investment Banks and Asset Management firms see the role of the Chief Data Office evolving to identify and mitigate risk as well as create new opportunities for the business needs in the future including Simon Gordon, COO Risk, Barclays.

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Simon Gordon

Chief Operating Officer Risk
Barclays
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Chad Giussani

Head of Transaction Reporting Compliance
Standard Chartered Bank
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Peter Serenita

Chief Data Officer
Scotia Bank
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Ronald Oudendijk

Chief Data Officer, Finance
ING

10:00 AM - 10:40 AM CDO Panel and Live Polling – How to Create an Enterprise-wide Data Culture that Empowers the Business to Make Better Decisions against a Backdrop of Geopolitical Change

Roberto Maranca, Chief Data Officer, Lloyd Banking Group Andrew Barnett, Chief Data Officer, Legal and General Adam Preston, Chief Data Officer, Banco Santander Gary Goldberg, Chief Data Officer, Mizuho Marion Leslie, Managing Director, Financial and Risk Enterprise, Thomson Reuters
Learn proven strategies from highly experienced European Chief Data Officers to accelerate cultural change and realise your data vision sooner. Drawing on recent initiatives, the panellists will offer you real-world examples of how to embed a data culture in the most challenging business environments.
• How to achieve the strongest mandate from the business for your data strategy to ensure it sticks
• Identifying and working with data champions and stewards in a close network that empowers data users across the business
• How to choose and implement the right data management solutions within budget
• Creating a clear vision for the future of data in your business that all data users buy into


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Roberto Maranca

Chief Data Officer
Lloyd Banking Group
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Andrew Barnett

Chief Data Officer
Legal and General
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Adam Preston

Chief Data Officer
Banco Santander
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Gary Goldberg

Chief Data Officer
Mizuho
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Marion Leslie

Managing Director, Financial and Risk Enterprise
Thomson Reuters

10:40 AM - 11:20 AM Coffee Break

Grab a coffee or tea and start networking.

11:20 AM - 12:00 PM Cross-Industry Panel and Live Polling - Will AI, Cloud and Big Data Create a Step Change in the Value Financial Services Firms Get from Data?

Adam Markson, Managing Director, Finance & Risk, Accenture Jo Coutuer, Chief Data Officer, BNP Paribas Dr Daniel Stamate, Data Science Lab, Goldsmiths College, University of London
Keep visiting this page for more information about this session

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Jo Coutuer

Chief Data Officer
BNP Paribas
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Adam Markson

Managing Director, Finance & Risk
Accenture

Dr Daniel Stamate

Data Science Lab, Goldsmiths College
University of London

12:00 PM - 12:40 PM Panel and Live Polling – Regulations Focus: How to Move Beyond Normal Reporting Performance to Deliver Even More Granular Data to Regulators in the Lead up to Brexit

John Bottega, Senior Advisor & Consultant, EDM Council Robin Doyle, Managing Director for Office of Regulatory Affairs, JP Morgan Chase & Co Oliver Burrows, Chief Data Officer, Bank of England Francis Gross, Senior Advisor, European Central Bank
Discover how to transform the way you report to regulators by adopting techniques that deliver even more detail from your data. Offering multiple perspectives from senior leaders from a leading investment bank, a national bank and a central bank this discussion will provide you with a comprehensive view on how to optimise your data-led reporting strategy.
• How the risk environment is evolving and the implications for future regulatory change
• What regulators are looking for from all financial services organisations seeking to comply with data-led regulations
• How to deliver even more granular detail to meet regulatory requirements faster and more precisely
• The role of technology in developing a more robust approach to regulatory reporting


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John Bottega

Senior Advisor & Consultant
EDM Council
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Robin Doyle

Managing Director for Office of Regulatory Affairs
JP Morgan Chase & Co
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Oliver Burrows

Chief Data Officer
Bank of England
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Francis Gross

Senior Advisor
European Central Bank

12:40 PM - 1:00 PM GDPR Case Study - How to Transform Your Data Governance Strategy and Prepare Your Data Teams for GDPR

Hany Choueiri, Head of Data Governance and Strategy, EMEA, State Street Advisors
What is the essence of GDPR? Find out from Hany, former Chief Data Officer at the Bank of England, what GDPR is and what it means to you and your chief data office. Approaching the question from different angles Hany will provide you with insight that will enable you to develop a more robust approach to complying with one of the most far reaching changes to data privacy ever. Don’t miss Hany’s panel discussion later in the afternoon where he will continue the discussion.
• What are the legal ramifications of late or non-compliance with GDPR?
• How does GDPR change the way you manage data security across your enterprise?
• Privacy: how GDPR will impact what you can do with your client data
• How to develop an end-to-end data management strategy that incorporates GDPR and all its implied risks


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Hany Choueiri

Head of Data Governance and Strategy, EMEA
State Street Advisors

1:00 PM - 2:00 PM Lunch

Enjoy more time to network with your new contacts

1:00 PM - 2:00 PM Masterclass: Elevate Your Customer’s Experience with GDPR

François Ruiter, Product Marketing Manager, Quadient
The General Data Protection Regulation (GDPR) is gaining attention as its implementation date quickly approaches with the risk of high fines and severe reputational damage at stake. However, there is also an opportunity to elevate your customers’ experience by demonstrating diligence and respect for their data privacy rights through timely and professional response and reaction. During this session, we will focus in on the rights of the data subject (your customer), common questions and concerns that arise in meeting customer data requests (for access, modification and removal) and best practices to turn these regulatory requirements into a competitive differentiator.

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François Ruiter

Product Marketing Manager
Quadient

Click to see TRACK A - Regulatory Reporting Best Practice

2:00 PM - 2:20 PM CDO Perspective - Why a Strong Chief Data Office is the Best Step toward Ongoing Compliance

Elaine Priest, Chief Data Officer, Royal Bank of Scotland
Meet and learn from Elaine, recently appointed Chief Data Officer for the Royal Bank of Scotland as she sets out her plan to improve how the business leverages data for tighter regulatory reporting and overall compliance. Specifically Elaine will draw on her experience meeting requirements of the principal led regulation BCBS239, which is much more than just a regulation about risk data.
• How to measure your improvements in regulatory reporting and overall compliance to continuously generate better outcomes for your business
• Examining the lessons learned responding to BCBS239 to identify new, effective approaches in compliance to consider adopting
• Why a strong chief data office, governance and data strategy can make all the difference when meeting regulatory requirements
• How RBS will manage data requirements of overlapping regulations in the future
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Elaine Priest

Chief Data Officer
Royal Bank of Scotland

Click to see TRACK A - Regulatory Reporting Best Practice

2:20 PM - 2:40 PM How Aligning Corporate and Regulatory Dialects can Optimise Risk Management

Nick Hawke, Head of Governance, Risk and Compliance Practice, Lysis Financial
Keep visiting the FIMA Europe website for more information about this session
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Nick Hawke

Head of Governance, Risk and Compliance Practice
Lysis Financial

Click to see TRACK A - Regulatory Reporting Best Practice

2:40 PM - 3:20 PM Panel of Experts - What will be the Impact of Incoming Regulations Such as MIFID II and GDPR on the Future Structure, Role and Responsibilities of Your Data Organisation?

Hany Choueiri, Head of Data Governance and Strategy, EMEA, State Street Advisors Mary Munro, Vice President, Data Governance and Communications, TD Bank Group Elaine Priest, Chief Data Officer, Royal Bank of Scotland Martijn Groot, Head of Product Strategy, Asset Control
Discover how your data organisation will need to adapt to meet the requirements of multiple regulations as the deadline for compliance with MIFID II is extended and GDPR approaches. Have you got the right structure in place? Is your existing governance strategy flexible enough to respond? Find out by putting your questions to this panel of experts.
• How to structure your data organisation to respond to increasing, overlapping regulations
• What approach should you take to developing the right governance strategy in light of upcoming regulatory deadlines for MIFID II and GDPR
• Which team profile will enable you to successfully meet all regulatory requirements faster and more precisely?
• How can technology accelerate your response to multiple regulatory requirements?
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Hany Choueiri

Head of Data Governance and Strategy, EMEA
State Street Advisors
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Mary Munro

Vice President, Data Governance and Communications
TD Bank Group
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Elaine Priest

Chief Data Officer
Royal Bank of Scotland
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Martijn Groot

Head of Product Strategy
Asset Control

TRACK B - Optimising Data Quality Management

2:00 PM - 2:30 PM Interactive Case Study: Interactive Case Study: Data Quality Implementation in the Light of Available Technology, Cost Consciousness and Continued Regulatory Pressure

Emma Movitz, Head of Group Function Information and Reporting, Nordea , ,
Find out how to dramatically improve your data quality during this joint presentation from Nordea’s senior data reporting expert. Drawing on a recent experience complying with IFRS9 to reduce risk to the business, Emma will outline lessons learned and offer advice about how to optimise collaboration with your internal stakeholders.
• How IFRS9 is changing the appetite to risk
• How to avoid losing value by responding to IFRS9 through a better data quality strategy
• What are the strategic implications of IFRS9 for the future of your data organisation?
• How to achieve compliance through collaboration with your business stakeholders

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Emma Movitz

Head of Group Function Information and Reporting
Nordea

TRACK B - Optimising Data Quality Management

2:30 PM - 2:40 PM Delivering Effective Data Quality Solutions into the Hands of Business Users

Nick Stammers, VP of UK & Northern Europe, Ataccama
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Nick Stammers

VP of UK & Northern Europe
Ataccama

TRACK B - Optimising Data Quality Management

2:40 PM - 3:20 PM Panel of Experts - How to Deliver Data Quality that Empowers Your Business as Part of Your Overarching Data Strategy

Mark Davies, Head of RMS Global Data services, Risk Managed Services, Thomson Reuters Bert van de Haar , Group Head Data Governance, ING
Find out how to strengthen your overall data strategy by focusing in on data quality management best practice that meets all your client’s needs. Addressing key challenges from engaging clients in co-developing your approach to data quality to designing a sustainable data quality strategy this discussion will help you develop a more robust approach to data management.
• Understanding the business case (s) to tackle real business problems that needs to be solved with data
• Creating organizational incentives and processes in order to successfully design the strategy
• Demonstrate why spending the time (and money) on DQ matters
• How to design and implement a sustainable data quality management strategy today that is fit for your business’ needs in the future

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Mark Davies

Head of RMS Global Data services, Risk Managed Services
Thomson Reuters
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Bert van de Haar

Group Head Data Governance
ING

TRACK C - Evolution of Data Architecture

2:00 PM - 2:20 PM Interactive Case Study - Interactive Case Study - Challenging Traditional Thinking around Applied Data Architecture

Igor Lobanov, Enterprise Architect , Legal & General Investment Management Ajith Dharwar, Lead Data Architect for Global Transaction Banking, Deutsche Bank Asset Management
Find out how to design and implement data architectures that simplify access, protection and distribution of your enterprise data. Not only will this enable you to focus on improving data governance and gaining more control over your data it will also free your data team up to focus on harnessing next generation data capabilities.
• What are the key drivers defining the needs of data architecture design today?
• How to effectively bring together disparate data sets from across your business into one central hub
• How to build simplicity into your multi-country data architecture
• How to measure and continuously deliver simplicity in your data strategy
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Igor Lobanov

Enterprise Architect
Legal & General Investment Management

Ajith Dharwar

Lead Data Architect for Global Transaction Banking
Deutsche Bank Asset Management

TRACK C - Evolution of Data Architecture

2:20 PM - 2:40 PM Adapting data management framework beyond minimal viable compliance

Roy Kirby, Director, Head of Product Propositions, Six Financial
Keep visiting the FIMA Europe website for more information about this session
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Roy Kirby

Director, Head of Product Propositions
Six Financial

TRACK C - Evolution of Data Architecture

2:40 PM - 3:20 PM Panel of Experts - How to Implement New Data Architectures without Altering Existing Legacy Frameworks and Incurring Additional Cost

Jessica Hainey, Department Head, Product Reference Data Technology, Morgan Stanley
Find out how to develop better data architectures to manage both structured and unstructured data across your enterprise. Unlock new value from your data without dramatically altering your existing data frameworks or adding new cost.
• 3 key considerations as you seek to replace legacy architecture?
• How to engage the business in buying into the required investment for improved data architecture
• How to successfully manage the migration to new data architectures without altering legacy systems
• Key benefits of implementing new data architectures including real-time analysis of your structured and unstructured data
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Jessica Hainey

Department Head, Product Reference Data Technology
Morgan Stanley
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Adam Markson

Managing Director, Finance & Risk
Accenture
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Julia Sutton

Head, Group Customer Data Strategy
HSBC
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Paul Cullender

Programme Director - Group Customer & Ref Data
HSBC
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Paul Ashby

Chief Executive Officer
ICX4
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Mark Bird

CMB Chief Data Officer for EMEA, Customer Data Lead & Data Governance Lead
HSBC

TRACK D - Client Data Connectivity

2:20 PM - 2:40 PM How to Continuously Deliver and Measure Investment Returns from Your Data Quality

Julien Jarmoszko, Senior Investment Manager, S&P Global
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Julien Jarmoszko

Senior Investment Manager
S&P Global

TRACK D - Client Data Connectivity

2:40 PM - 3:20 PM Panel of Experts - How to Use Enterprise Data to Optimise Your Client On-boarding Strategy as Pressure Mounts to Manage Counter Party Risk

David Thomas, Chief Data Officer & Global Head of Client , HSBC Neville Homer, Head of Reference Data and Data Services, Royal Bank of Scotland Kelvin Dickenson, Vice President, Head of Compliance & Data Solutions, Opus Lucile Brusson , Team Lead Market Data Management and Sourcing, Uniper
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David Thomas

Chief Data Officer & Global Head of Client
HSBC
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Neville Homer

Head of Reference Data and Data Services
Royal Bank of Scotland
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Kelvin Dickenson

Vice President, Head of Compliance & Data Solutions
Opus
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Lucile Brusson

Team Lead Market Data Management and Sourcing
Uniper

TRACK E - Mastering Data Governance

2:00 PM - 2:20 PM Managing and Governing Data in a Modern Complex Organisation at a Time of Unprecedented Change and Uncertainty

John Bottega, Senior Advisor & Consultant, EDM Council Dennis Kessler, Head of Data Governance, European Investment Bank
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John Bottega

Senior Advisor & Consultant
EDM Council
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Dennis Kessler

Head of Data Governance
European Investment Bank

TRACK E - Mastering Data Governance

2:20 PM - 2:40 PM How to Use Metadata Management and Analysis Using Graph Technology to Optimise Data Governance

Jesus Barrasa, Field Engineer, Neo4J
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Jesus Barrasa

Field Engineer
Neo4J

TRACK E - Mastering Data Governance

2:40 PM - 3:20 PM Panel of Experts - How to Meet all Your Business’ Data Requirements in a Multi-jurisdiction Operational Environment whilst Avoiding Complexity

Mahendra Jape, Former Head of Data Governance, GE Capital Richard Withers, Head of Data Governance, Aldermore Ben Marsh, CEO, iMeta Technologies
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Mahendra Jape

Former Head of Data Governance
GE Capital
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Richard Withers

Head of Data Governance
Aldermore
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Ben Marsh

CEO
iMeta Technologies

3:20 PM - 4:00 PM Coffee Break

Grab a coffee and start networking with your peers in the exhibition.

TRACK A - Regulatory Reporting Best Practice

4:00 PM - 4:20 PM Fully Realising the Benefits of LEIs as You Respond to Multiple Regulatory Requirements

Stephan Wolf, Chief Executive Officer, Global Legal Entity Identifier Foundation
Discover how to leverage the benefits of the LEI program to avoid risk in an increasingly complex regulatory environment. As experts on LEIs, GLEIF is best positioned to offer new thinking around LEI for MIFID II and how to use LEIs to manage risk as you respond to other major upcoming regulations too.
• How the GLEIF plays a key role in the global financial services sector
• Assessing LEI adoption rates and feedback from investment banking and asset management firms
• How using LEIs will enable you to respond more effectively to MIFID II
• Horizon scanning: how risk is likely to evolve until 2021

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Stephan Wolf

Chief Executive Officer
Global Legal Entity Identifier Foundation
Given the wide ranging scope of recent regulations, find out how to overcome the huge challenge facing all data leaders today: how to successfully balance multiple requirements to meet ever increasing numbers of regulations each with major data elements. Get all your questions answered by this international panel of experts.
• What is the overlap in data requirements to expect from incoming regulations?
• How to balance improving transparency and compliance for regulators with the cost of resourcing the response to additional data requirements
• How can you leverage technology to improve access to and exchange of key data inside the business
• How to turn regulatory compliance into new opportunities for your business

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Stephan Wolf

Chief Executive Officer
Global Legal Entity Identifier Foundation
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Dennis Kessler

Head of Data Governance
European Investment Bank
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Olivier Rose

Head of Projects and International Data Management
Societe Generale Securities Services
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Joseph Turso

Vice President, Product Management
SmartStream/The SmartStream Reference Data Utility

TRACK B - Optimising Data Quality Management

4:00 PM - 4:40 PM Panel of Experts – How to Leverage Innovation in Data Quality Management to Fix Issues Faster and Report More Precisely

Emma Movitz, Head of Group Function Information and Reporting, Nordea Robin Doyle, Managing Director for Office of Regulatory Affairs, JP Morgan Chase & Co Russell Brown, Global Head of Data Operations, Bloomberg Polarlake
Discover new ways to engage your business in emerging technologies that can dramatically improve your data quality. Offering recent examples of how data quality issues have been fixed faster by leveraging new technologies and innovation this panel will provide you with new thinking in data quality management.
• What are the major challenges facing data quality teams today?
• Breakthroughs in technology that can measurably improve your data quality
• How do you reinvigorate DQ programs that seem to have lost momentum?
• Partnering with your business and suppliers to continuously enhance your data quality

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Emma Movitz

Head of Group Function Information and Reporting
Nordea
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Robin Doyle

Managing Director for Office of Regulatory Affairs
JP Morgan Chase & Co
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Russell Brown

Global Head of Data Operations
Bloomberg Polarlake

TRACK B - Optimising Data Quality Management

4:40 PM - 5:00 PM Unconference Live

Put all your questions to a panel of speakers from today’s sessions on data quality to drill down into topics you want to focus on and get solutions to challenges you face. Fast-paced and high energy this session is highly interactive and will provoke new thinking around fixing data issues in new ways.

TRACK C - Evolution of Data Architecture

4:00 PM - 4:20 PM Resolving the Metadata Madness

Mandy Chessell, Master Inventor, IBM
Can’t easily locate or understand and govern your data? Learn how automated metadata management technology works and how it can transform your metadata and governance landscape across your enterprise. Also understand how you can get involved and help drive this important initiative with your technology supplier that will benefit the whole financial services sector.
• How to unlock your data from its technology silos to drive new levels of service and efficiencies
• Discover the benefits of unifying and automating metadata management
• How to ensure metadata is used in all data operations
• How the Apache Atlas from ING, IBM and HortonWorks provides an open source metadata repository, governance frameworks and interchange protocols

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Mandy Chessell

Master Inventor
IBM

TRACK C - Evolution of Data Architecture

4:20 PM - 5:00 PM Unconference Live - Your Chance to Ask Any Question of the Speakers

Igor Lobanov, Enterprise Architect , Legal & General Investment Management
Put all your questions to a panel of speakers from today’s sessions on data architecture to drill down into topics you want to focus on and get solutions to challenges you face. Fast-paced and high energy this session is highly interactive and will provoke new thinking.

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Igor Lobanov

Enterprise Architect
Legal & General Investment Management

TRACK D - Client Data Connectivity

4:00 PM - 5:00 PM Panel of Experts - How to Overcome Complexity to Gain A Single View of Your Client

Mitch Melling, Data Issues Manager, Northern Trust Asset Servicing Robert Peers, Global Head of Middle Office Change Programmes, UBS Alan Samuels, Head of Entity Data and Entity Verification, Bloomberg LP

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Mitch Melling

Data Issues Manager
Northern Trust Asset Servicing
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Robert Peers

Global Head of Middle Office Change Programmes
UBS
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Alan Samuels

Head of Entity Data and Entity Verification
Bloomberg LP

TRACK E - Mastering Data Governance

4:00 PM - 4:50 PM Panel of Experts - Rethinking How to Give Your Business Access to an Increasing Volume of Diverse Data without Creating New Siloes

Lynn Watts, Head of Data Governance, Lloyds Banking Group Catriona Baldwin, Head of Data Governance, Credit Suisse Lucile Brusson , Team Lead Market Data Management and Sourcing, Uniper Wagner Barboza, Pre-Sales Manager, NeoXam

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Lynn Watts

Head of Data Governance
Lloyds Banking Group
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Catriona Baldwin

Head of Data Governance
Credit Suisse
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Lucile Brusson

Team Lead Market Data Management and Sourcing
Uniper
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Wagner Barboza

Pre-Sales Manager
NeoXam

TRACK E - Mastering Data Governance

4:50 PM - 5:00 PM Innovation Spotlight - Title TBC

Anastasia Dokuchaeva , Head Of Partnerships, ClauseMatch Elliot Burgess, Head of Product and Client Services, JWG

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Anastasia Dokuchaeva

Head Of Partnerships
ClauseMatch
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Elliot Burgess

Head of Product and Client Services
JWG

Visionary Presentations - Big Data Needs Big EQ

5:00 PM - 5:05 PM Transit Time

Make your way back to the main auditorium to catch the visionary presentation on the Future of Data Science.

5:05 PM - 5:30 PM Visionary Presentation – How to Build a Future Data Capability against a Backdrop of Legacy Thinking

Find out more about Afsheen’s role and strategy as he leads a new position in the business to deliver deeper insights from data under management. As an independent structure the Data Science Office has unique resources and ambitions and is very much a part of the future of data at the bank.
• How to develop a strong central data and analytics platform to enable a successful data science function
• How to continue to show value from your new data science function to sustain buy in and credibility
• Skill sets to develop in support of your data science function: EQ, analytics, software engineering
• Key attributes of the successful data science office now and in the future

5:30 PM - 5:55 PM Guest Presentation – Harnessing Emotional Intelligence inside Your Business to Power Your Data Strategy to the Next Level

Ravi Rao, Author , "Emotional Business"
Join celebrated author Ravi Rao to find out how to tap into nascent emotional intelligence inside your business as your data community seeks to make full use of the next generation of data capabilities.
• What is EQ and why is it so important as you start using more advanced data capabilities?
• How to challenge your business to think differently about the way it interacts with data without alienating potential advocates and champions
• How to take advantage of disruptive technologies without losing sight of the human in the middle
• How to tap into hidden skills and competencies across your global data team to enable faster, deeper change

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Ravi Rao

Author
"Emotional Business"

5:55 PM - 6:00 PM Chairman’s Summary

Chris Bannocks, Chief Data Officer, ING
Find out what the Chairman took away from today’s sessions as you make your own conclusions.

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Chris Bannocks

Chief Data Officer
ING

6:00 PM - 7:00 PM Networking Drinks Reception

Relax and unwind with your colleagues over a drink and canapes.