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Chief Data & Analytics Officers Financial Services Live

Leading Data-Driven Transformation in Financial Services
March 2 - 4, 2021: The Premier Virtual Summit for Data & Analytics Leaders

Online & Broadcasting Live Across North America. Register Today

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CONNECT WITH DECISION MAKERS ON OUR LIVE VIRTUAL PLATFORM

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The must-attend CDAO Financial Services Live returns in March 2021. Exclusively designed for the cutting-edge data & analytics leader working in financial services, focused on aligning data strategy with digital transformation, leveraging data analytics to increase business value; and spearheading a data-driven culture that utilizes data as engine for growth.

  • Learn from, network, and share knowledge with forward-thinking leaders from some of most recognizable brands in the world.
  • Hear how your peers are accelerating business transformation towards a data-driven culture.
  • Refine your strategy to employ cutting-edge technologies such as AI and ML to provide increased business value.

On desktop, laptop, tablet, this event will broadcast live across North America on March 2-4. To help us celebrate the launch, sign-up today with a complimentary Virtual VIP Pass (limited free passes available).

REGISTER NOW SPONSORSHIP OPPORTUNITIES

WHY CDAO FS Live 2021?

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Hundreds of Live Attendees

Network with Senior Decision Makers From Across The USA

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30+ Expert Speakers

Learn From Those At The Forefront Of D&A Strategy in Financial Services

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Cutting Edge Exhibitors

Explore Our Virtual Expo, Check Out Live Demos And Find Solutions To Your Challenges

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On-Demand Sessions

Can't Make The Whole Event? Sign up to View Selected Sessions On-Demand Later

INDUSTRY EXPERT SPEAKERS INCLUDE:

0645 - CDAO FS Live - Speakers - FIRST TECH CREDIT UNION

Jay Franklin,
VP, Enterprise Data and Analytics,
FIRST TECH FEDERAL CREDIT UNION


BMO

Ren Zhang,
Chief Data Scientist,
BMO FINANCIAL

0645 - CDAO FS Live - Speakers - BlackRock 2

Tiffany Perkins-Munn,
MD, Head of Research, Analytics & Data,
BLACK ROCK


0645 - CDAO FS Live - Speakers -VANGUARD

Tarun Sood,
Head of Data and Analytics,
VANGUARD

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0645 - CDAO FS Live - Speakers -REGIONS

Lakshmanan Meyyappan,
SVP, Head of Analytics, Data Science & AI,
REGIONS BANK


0645 - CDAO FS Live - Speakers - BlackRock 1

Hamdan Azhar,
VP, Research, Analytics & Data,
BLACK ROCK

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STATE STREET

Dan Power,
MD, Data Governance, Global Markets,
STATE STREET


FUNDATION

Sandip Nayak,
Chief Credit & Analytics Officer, FUNDATION GROUP

Event Sponsors

 

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Agenda

12:00 - 12:45pm EST

Panel Discussion: Successfully Navigating the Impact of COVID-19 by Accelerating Digital Transformation

  • Taking advantage of the increased interest in digital and data strategy to expand your influence and accelerate transformation.
  • Assessing the impact of COVID-19 on data analytics in financial services and the increased demand for reporting.
  • Balancing innovation strategies with compliance necessities to provide a stable data analytics foundation to your organization.

Check back soon for newly confirmed speakers announcement!


12:45 - 1:15pm EST

Keynote Presentation: What’s in a Name? What Being ‘Data-Driven’ Really Means in Practice

Following their greatly received session at CDAO Fall 2020, Tiffany and Hamdan join CDAO Financial Services to share the next steps of their data journey and shine a light on what ‘data-driven’ really means at the world’s leading investment bank:

  • Developing a business-focused and value-driven data science function.
  • Aligning multiple and diverse data sources to build a holistic view of the customer and their behaviors.
  • Demonstrating the accuracy and value of data-driven insights to empower intelligent decision-making to accelerate recovery and growth.

Tiffany Perkins-Munn, MD, Global Head of Analytics & Data, BLACKROCK
Hamdan Azhar, VP, Research, Analytics & Data,BLACKROCK


1:15 - 1:45pm EST

Keynote Presentation: Accelerate your Cloud Migration Journey: A Roadmap to Cloud Analytics Success.

  • Revolutionizing business intelligence with cloud-based tools: what’s the best approach to increase your chances of success?
  • Finding the right platform for your organization.
  • Most popular strategies for tackling cloud transformation including multi-cloud and hybrid systems.
  • Promoting cloud technology adoption as a facilitator of data science initiatives and ‘citizen data scientists’.

1:45 - 2:15pm EST

Networking Break Speaker Meet & Greet

 


2:15 - 2:45pm EST

Fireside Chat: Transforming Financial Services to a Customer-Centric Business

  • Taking a customer-centric approach is critical for financial services that want to remain relevant today.
  • Leveraging advanced insights to understand customers’ needs, attitudes and behaviors. 
  • Mastering data-driven marketing and AI for personalized solutions.
  • Championing a customer-centric data-driven culture across the organization.

Allen Crane, AVP, Head of Information Management, USAA
Michael Collins, VP Data Science, REGIONS BANK


2:45 - 3:15pm EST

STREAM A STREAM B

Breakout Presentation: Delivering Successful CX Through AI

  • Identifying triggers of customer attrition and dissatisfaction.
  • Creating clarity for customers to increase retention and decrease operating costs.
  • Capture, analyze and act on customer signals at every point in the customer journey.
  • Deepen relationships to drive revenue growth. 
Lakshmanan Meyappan (Laks), Head of Analytics, REGIONS BANK

Breakout Presentation: Fueling Business Growth through Data Monetization

  • Determining how the shifting regulatory landscape – such as GDPR and CCPA – is changing consumer attitudes towards data monetization. 
  • Remaining compliant without sacrificing opportunities to profit.
  • Offering transparency on the benefits of data monetization for your enterprise as well as your consumers.
  • How can the selling or exchanging of data create alternative data sources for your business and how can these be overlaid with internal datasets for deeper insights?

 


3:15 - 3:45pm EST

STREAM A STREAM B

Breakout Presentation: Building Data Trust and Accelerating your AI Journey with DataOps

  • Digital transformation and leveraging AI requires organized and trusted data that is business-ready for analytics and model building.
  • Leverage the power of automation with DataOps to deliver trusted data throughout your organization. 
  • Increase data management efficiency, such as accessing, onboarding, preparing, integrating and making data available.
  • Organize unstructured and structured data to be trusted and business-ready for AI.

Breakout Presentation: Data Protection & Data Transparency: Democratizing Data While Ensuring Compliance

  • Structuring data transparency and data privacy frameworks.
  • Automating processes using workflow capabilities.
  • Establishing processes for data lineage and impact assessment to help you track and address changes to your data landscape.
  • Visualize the links between all types of metadata to support data transparency efforts. 

 


3:45 - 4:30pm EST

STREAM A STREAM B

Roundtable 1A: How are You Addressing AI Explainability, Trust and Ethics?

  • How are you ensuring that your Training Data is accurate, bias free and trustworthy?
  • What are some successful practices to tackle bias and improve model outcomes?
  • Who is responsible for tracking and communicating the lineage of AI-driven outcomes and stress testing models?
Sandip Nayak, Chief Credit & Analytics Officer, FUNDATION GROUP

Roundtables 1B: How are You Balancing Data Privacy with Insight-Driven Hyper-Personalization?

  • Leveraging insights to deliver hyper-personalized experiences or products, to increase loyalty, reduce churn, maximize spend. 
  • Best strategies to balance hyper-personalization with privacy, trust and data protection.
  • Building a data-ethics mentality across the organization.

 


4:30 - 5:15pm EST

Panel Discussion: Building Collaboration Between Data and Analytics Teams to Boost Efficiency and Value Creation

  • Striking the perfect balance between technology and business needs to fuel data-driven decision-making.
  • Harmonizing inter-disciplinary data analytics teams, including data scientists, engineers, analysts, architects and more.
  • Creating a ‘one team’ mentality with aligned priorities.

Todd James, SVP, Data, Analytics, & Intelligent Automation, FIDELITY


5:15pm EST

End of Day One

12:00 - 12:30pm EST

Panel Discussion: Balancing Widespread Data Agility with Data Protection and Privacy

  • Best practices to navigate a highly-regulated environment and ensure data privacy and protection while providing the business with self-service data capabilities. 
  • Increasing data literacy through on-going internal education to empower stakeholders to make intelligent decisions.
  • Building robust frameworks to manage data access while ensuring the right person has the right data at the right time.


12:30 - 1:15pm EST

Keynote Presentation: Generating Tangible Business Value with Trustworthy AI

  • Customer-centric digital banking solutions require organized and trusted data that is business-ready for analytics and AI model building.
  • How did BMO create an AI and machine learning group that is cross-enterprise and works with all business lines?
  • What are some of the best use cases of AI and ML developed by BMO for customer-centric solutions?

Ren Zhang, Chief Data Scientist, BMO FINANCIAL


1:15 - 1:45pm EST

Keynote Presentation: Rising to the Artificial Intelligence Challenge to Drive New Business Opportunities

  • How mature are AI technologies currently and what should we expect in the years ahead?
  • Finding and retaining the right talent to deliver AI success. 
  • Getting beyond the buzzword to achieve practical implementations of AI solutions that add value to the business.


1:45 - 2:15pm EST

Networking Break Speaker Meet & Greet

 


2:15 - 3:15pm EST

Breakout Presentation A Breakout Presentation B

The Case of Data Synthesis: Integrating Data Analytics Across the Business to Understand 'the Big Picture'

  • Data Analytics has been the buzzword at every organization and business function for almost a decade now, but benefits materialized are often limited in scope and scale.
  • The lack of strategic investment on data is an empirical evidence of the challenge organizations face to truly recognize Data as a Strategic Asset. 
  • How can organizations articulate a Mission/Vision/SWOT of the data function such that it is aligned with business strategy to provide greater value?

Santosh Kumar, Director, Data Assurance and Validation, ICBCFS

Protecting Data and Mitigating Risk While Maximizing Data Value Creation for the Business

  • How to best control analytics to detect and prevent fraud from occurring.
  • Working with your internal teams and what to do if a threat bypasses your system.
  • Maximize the upside through better customer understanding and relationships.
  • Leverage data to empower marketing initiatives.

 


3:15 - 3:45pm EST

Breakout Presentation A Breakout Presentation B
Work Faster AND Smarter: Using Big Data for Greater Insights and Innovation

  • Examining analytical insights to ensure better decision-making and more strategic planning.
  • Ensuring your BI initiatives will not fail where others have.
  • Leveraging data for new waves of productivity growth, innovation, and consumer surplus.

DataOps: The Next Frontier – Deliver Machine Learning at Scale with ModelOps

  • Understanding the difference between all of the -Ops terms and the relation between DataOps, ModelOps and MLOps.
  • Leveraging ModelOps for end-to-end ML pipelines to increase agile collaboration between teams.
  • The benefits of using a DataOps platform for operationalization at scale, including simplifying model training, deployment, monitoring, and governance. 

 


3:45 - 4:30pm EST

Roundtable 2A Roundtable 2B

Buy vs. Build - How are you Tackling the Challenge of Scalability?

  • How can leaders successfully balance the advantage of full control with increased maintenance responsibility?
  • Addressing platform integration concerns.
  • Successful examples of buy vs. build and what elements should data leaders take into account when deciding for one vs. the other?

Dan Power, MD, Data Governance, Global Markets, STATE STREET

What are Some Successful Uses of Alternative, Third-Party Data in Financial Services?

  • Examples of actionable insights generated from alternative or third-party that helped organizations make critical decisions.
  • How can leaders successfully integrate alternative data into their investment decision process?
  • Proactively creating internal guidelines for alternative data operations.

 


4:30 - 5:15pm EST

Panel Discussion: Building a Successful Data-Driven Culture to Boost Business Value

  • Key elements in the journey to embed data into the DNA of the organization.
  • Integrating data streams and collaborating across functions and business units.
  • What is the right tech stack and tools for your business?
  • Prioritizing data skills in recruiting, developing, and retaining talent.
  • Leveraging data for decision-making and as a catalyst for business innovation.

Tarun Sood, Head of Data and Analytics, VANGUARD


5:15pm EST

End of Day 2

12:00 - 12:45pm EST

Panel Discussion: From Data Whisperer to Data Advisor: The Evolving Role of the CDAO in Driving Business Strategy

  • Discussing the role of data analytics in building organizational resilience, driving recovery and accelerating growth.
  • Exploring ever-evolving data leadership and future expectations against the backdrop of digital transformation.
  • Balancing innovation strategies with evolving compliance necessities to build a strong data analytics foundation. 
  • Articulating the vision and the purpose for the CDAO role aligned with the business agenda.

12:45 - 1:15pm EST

Keynote Presentation: Boosting Your Data Ecosystem: Enhance Analytics with Third-Party Data to Deliver Greater Business Value

  • Identifying the right data sources and partners, and negotiating the acquisition of data.
  • The benefits of external data: enhancing risk visibility and mitigation, proactively anticipating shifts in demand for products and services, and much more.
  • Best practices to manage a growing data ecosystem with data-sharing relationships and partnerships.
  • Successful examples of how data & analytics organizations leveraged external data to optimize business outcomes.


1:15 - 1:45pm EST

Keynote Presentation: Increasing the Impact of Advanced Analytics for Personalization through Human-Centered Design

  • Discussing common tools and methods of Human-Centered Designs and the benefits of this approach. 
  • Incorporating design sprints into our Analytics Projects through the skills and resources needed.
  • Exploring what this actually looks like in practice.

1:45 - 2:15pm EST

Networking Break Speaker Meet & Greet

 


2:15 - 2:45pm EST

Keynote Presentation: Data ROI - Measuring the Success of Data Projects to Secure Executive Buy-in

  • Clearly connecting data strategy to business priorities.
  • Adopting best practices to calculate the ROI of insights in your business. 
  • Identifying ways to reduce costs and increase effectiveness. 
  • Securing executive buy-in to put data strategies into practice.


2:45 - 3:15pm EST

Keynote Presentation: Succeeding in the Digital Age - Data Analytics Leaders’ Critical Role in the Modernization Journey

  • Aligning data strategy with the organization’s digital roadmap.
  • Modernizing organizational culture by enabling data as a business solution and catalyst for growth. 
  • Raising the standard of data literacy across the entire organization.


3:15 - 4:00pm EST

Panel Discussion: Structure High-Performing Data Analytics Teams to Increase Value Creation

  • Align the analytics team mission and structure with your data strategy roadmap.
  • Identify, upskill and retain internal talent. 
  • The ideal make-up of your data & analytics team; what profile and skillsets do you truly need and how do you combine them to optimize performance?


4:00 - 4:30pm EST

Speaker Meet & Greet


4:30pm EST

End of Event

REGISTER NOW

THE BEST-IN-CLASS LIVE VIRTUAL EXPERIENCE FOR DATA & ANALYTICS LEADERS

  • Register to join us for this unique virtual event! Receive log-in details to join virtually.
  • CDAO FS Live is not another generic ‘big data’ event, but rather tailored content specifically for those leading their organization's data and/or analytics strategy within US Financial Services. Learn from other leaders’ journey: how have they successfully aligned data strategy with digital transformation?
  • Take part in high-level seniority peers: strategize with senior leaders on core industry challenges and get back with an action plan.
  • Establish an understanding of your role maturity what you can do to move forward in your journey.

Join us using only a laptop or mobile device and an internet connection, take part regardless of where you are - CDAO FS Live is accessible to a national, and global, audience.
Join the Conversation #CDAOFS

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Online Streaming: A quality agenda featuring content focused on best practices for current challenges and initiatives - streamed live, ‘as-live’ or via on-demand presentations.
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A Virtual Interactive Expo: The virtual exhibition hall allows for engaging demos on the best tools and technologies, live chat between sponsors and delegates, scheduled meetings and access to downloadable content.

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An Exciting, Real Time Conversation with your Peers: Engage and network with top industry leaders in North America, plus have fun and win prizes! Get involved with Q&A, use the intuitive chat capability, take part in interactive games, competitions and social media shout-outs.
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Meet the Speaker: Inclusive Q&As with selected CDAO FS Live speakers will take place across the conference where delegates can deep dive into further discussions with the speakers.

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Exclusive VIP Discussions: Elite invite-only sessions with speakers and other senior global leaders.
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Networking Sessions – 1-2-1 and Group: The virtual D&A: Live will allow delegates, sponsors and speakers to network with 1-2-1 meetings and group sessions.
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Online Workshops & Virtual Side Events: Group spaces will allow for more collaborative experiences with presenters on video and better group interaction.

Registration Options

Data & Analytics
Practitioners

$ 0
For practitioners working within Data/ Analytics roles, and not from consultancies, vendor or solution provider companies
Live Access to CDAO FS Live 2021
Virtual Networking Lounge Access
Virtual Exhibition Access
Post-event Recordings & Materials for Those Who Join the Event Live
Free 12 Month Subscription to Business of Data Insights

REGISTER NOW:  LIMITED FREE PASSES AVAILABLE

Vendors, Consultants &
Solutions Providers

$ 199 USD
For companies who offer consultancy within the space or vendors/ solutions providers
Live Access to CDAO FS Live 2021
Virtual Networking Lounge Access
Virtual Exhibition Access
Post-event Recordings & Materials

Free 12 Month Subscription to Business of Data Insights

LIMITED VENDOR PASSES AVAILABLE: REGISTER TO ATTEND

Register Your Pass

5 Reasons to Attend CDAO FS Live

1. Learn from the most successful leaders in the financial services data world, and explore the strategic issues that matter to you. We have years of experience in creating data events which deliver true insights.

2. Enjoy the convenience of an online event. There’s no need to spend time & money on travelno time out of the office, and you can fit the event around your schedule, or catch up on-demand.

3. Interact with the data community’s leading lights. Our technology and live broadcasts mean you can put your specific pain points & questions to our expert speakers, and get direct, actionable answers.
 
4. Hear case studies from Today’s most experienced data & analytics leaders.  Learn their actionable takeaways on what works and what doesn’t for the challenges you are facing right now.

5. All for free! There’s no fee to register, and no travel costs. All you need is access to the internet, from anywhere in the world, on any device! 
 

 

#CDAOFSLive

*Free passes are only available for Data/ Analytics Practitioners from all industries who do not offer as their core business any solutions, recruitment services, consultancy or offer any software/hardware solutions within the data community.

Limited Vendor / Solutions Provider passes are available for $199. Corinium Global Intelligence reserves the right to determine the applicable ticketing for attendees based on these guidelines.

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