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Advancing Data Analytics Leadership Within Financial Services

Join 100+ delegates, 40+ speakers in New York City on February 4-5, 2020

Register Now Become a Sponsor Download the Agenda

Chief Data & Analytics Officers: Financial Services (CDAOI) 2020 arrives in New York, February 4-5 for two days of networking and top level discussion.

Featuring over 40 expert speakers from across the financial services industry, such as HSBC, Bank of China, AIG, BNY Mellon and many more! CDAO FS will present a multifaceted agenda and an audience of over 100 leaders working within a range of departments generating a cross-company collaboration. 

With an agenda designed with networking at the heart, 2020 will allow you to experience the unique Corinium discussion groups providing a platform to share ideas and experiences as well as enjoy content-led keynote presentations, panel discussions and masterclass.

Join us for two days and you will walk away with expert advice and practical strategies to fully embrace data and analytics to meet increasing customer expectations using; AI & Machine Learning, Data & Risk Management, Analytics as well as exploring Regulatory Compliance and Improving Internal Functions.

Be sure to join us in New York, February 4-5.

In the meantime? Check out the CDAO, Fall 2019 dedicated Financial Services Focus Day taking place in Boston November 18th!


2019 Speakers:

Jose Antonio Murillo Garza

José Antonio Murillo Garza

Chief Analytics Officer, Banorte

Ajay Khanna

Ajay Khanna

Founder and CEO, Tellius

brian thorpe

John Thorpe

Senior Solutions Architect, Financial Services, Altair, Datawatch Corporation


Gerry Baron

Head of Global Sales, Siren


Phong Le

Senior Executive Vice President, Chief Operating Office and Chief Financial Officer, MicroStrategy


Joe Franklin

Data Science/Analytics Curriculum Developer, Qlik

Connie20Zhang (2)

Connie Zhang

US Data and Analytics Officer, Agricultural Bank of China

dennis waldron

Dennis Waldron

SVP Enterprise Data Architect , Northern Trust Corporation


Tuppence Russo

SVP, Head of Wealth Management Infrastructure , AllianceBernstein


Vijay Anishetty

Head of Business Intelligence, AQR Capital Management


Leo Lanzetta

Head of Data Management & Analytics, SMBC Nikko Securities America


Bin Duan

SVP Head of Model Risk Execution, TD Bank


Ellen Gentile

VP Data Quality Management, Sumitomo Mitsui Bank


Srinivas Relangi

VP Data Mining & Analytics, BNY Mellon


Meltem Kilicoglu

Data Strategy Leader, Wells Fargo (formerly)


Thomas Mavroudis

Head of Data Governance & Quality, Scotiabank


Josh Feldstein

VP Market Data Sourcing, Bank Of America


Olga Sudvarg

SVP Head of Data and Analytics, SunTrust Bank


Madhu Ghosh - Morgan Stanley Research

Head of Client Data Analytics & Ops, Morgan Stanley Research


Lori Bieda - Bank of Montreal

Head, Analytics Centre of Excellence, BMO


José Antonio Murillo Garza - Banorte

Chief Analytics Officer, Banorte

Jeremy Balkin-2

Jeremy Balkin

Head of Innovation, HSBC

Raul Padron

Raúl Padrón Reyes-Retana

Executive Director Analytics, Banorte


Mostafa Raddaoui

Former VP, Capital Market Technology, MUFG


Madhu Ghosh

Head of Client Data Analytics & Ops, Morgan Stanley Research


Simon Bennett

SVP, Product Analytics, HSBC


Mark Leonard

SVP, Chief Data Architect, Eastern Bank


Victor Dituro

Executive Director of Research Analytics & Data, JP Morgan Chase


Victor Tewari

Senior Technology Officer, Capital Markets Technology - Data Sciences & Data Analytics Delivery, BMO Capital Markets


Shailesh Mathankar

Senior Director, Data Management, AIG


Lori Bieda

Head, Analytics Centre of Excellence, BMO


Krish Swamy

VP Artificial Intelligence, Big Data Analytics and BI, Wells Fargo

Philip Spiegel

Philip Spiegel

Director of Data Science, Capital One


Emil Matsakh

Chief Analytics Officer, Commonwealth Bank of Australia (Formerly)

Zongcai Zhang

Zhongcai Zhang - New York Community Corp

Chief Analytics Officer, New York Community Bancorp


Gordon Liu

MD/EVP, Regional Head of Global Risk Analytics, HSBC


Kirtida Parikh

Head of Enterprise Business Analytics, Silicon Valley Bank

View all Speakers

CDAO Financial Services: A 360 view of Data & Analytics in Financial Services

Join us at CDAO Financial Services to learn how you can meet increasing customer expectations, while extracting more data than ever before.

AI & Machine Learning

Sessions include:

  • Kissing Frogs to Get a Prince: Fulfilling The Need to Experiment to Find the Right Technology
  • Panel: Finding the Balance Between Identifying and Implementing the Right Product

Banorte, HSBC, Commonwealth Bank, Bank of America, SunTrust

Customer Experience

Sessions include:

  • Improving Customer Communications Whilst Acquiring the 360 View
  • Increasing ROI & Customer Satisfaction through Predictive Analytics
  • Working with Robo-Advisors to Increase Accessibility While Minimizing Cost

Capital One, TD Bank

Data & Risk Management

Sessions include:

  • Utilizing Data to Better Understand Customer Risk Profiles
  • Transforming Your Data Quality and Remediation to the Enterprise Data Lake
  • Optimizing Data Quality While Overcoming Data Silos

HSBC, Commonwealth Bank, Suncoast Credit Union, JP Morgan Chase


Sessions include:

  • Driving Business Benefits Through Journey Analytics
  • Back to Basics: Analytical Fundamentals

Bank of Montreal, New York Community Bancorp, BNY Mellon

Regulatory Compliance

Sessions include:

  • Panel: Navigating the Bermuda Triangle: Balancing Customer Experience, Compliance and Profit Optimization
  • Investment Research: Life After MiFID II

AIG, Morgan Stanley

Improving Internal Functions

Sessions include:

  • Panel: Demystifying the Implementation of AI with Fintech
  • Panel: Finding, Hiring & Retaining Specialized Talent
  • Natural Language Processing with Open Source Machine Learning

BMO, Regions Bank, SunTrust

View the Agenda

35+ Speakers

100+ Attendees

68% C-Level

Why invest your time?


C-Suite Strategic Agenda

You will; discuss strategies for enabling your business for insights driven decision making as well as how to deliver continuous value to both your internal and external customers. You will hear about how leaders within the space are solving challenges around operationalization, culture, communication, talent, organizational structure and more.


Interactive Format, Outstanding Networking

Engage in Corinium’s signature highly productive learning environment, complete with compelling keynotes, interactive Discussion Groups, Pre-Conference Financial Services, Insurance and Healthcare Focus days, Machine Learning post-Conference Focus Day, Masterclasses, Roundtable Breakfasts and 27 hours dedicated networking time.


C-Suite Connections

With 73% C-Level and VP Level attendees, our delegates are composed of industry's most well established and influential data and analytic's leader's, allowing attendees to meet with their peers and extract value from those that face the same challenges in different context's.

2019 Partners

  • BDAN_opt
  • DataKitchen
  • Datawatch Logo
  • FINANCIAL-IT-300x150
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  • MicroStrategyLogo_RGB
  • NEOS_Blue_JPG
  • protegrity_logo
  • Qlik-Logo_TAG_Centered_RGB
  • Siren_alone_wborder_72ppi
  • tellius-logo1000px-1
  • TheDataIncubator_logo_bluebox_NEWNEW
  • Tiger-Analytics-Square-Logo-300x300
  • vertica_pos_blk_rgb-1
  • waterline Logo
  • WIRE19-300x150

Previous Attendees Shared:

  • “What makes the CAO conference worthwhile is that​ it is packed with good content delivered by industry leaders discussing real problems and offering valuable lessons learned.”

    Vishwa Kolla, AVP, Head of Advanced Analytics, John Hancock

  • “Great conference, well organized and with a ​great roster of presenters.”

    Simon Gao, CVP Chief Analytics Officer, New York Life Direct

  • “This was an efficient meeting to get a perspective on what others in similar senior leadership roles at peer companies are doing in the field of data and analytics. It was good to identify common challenges as well as possible solutions and also potential innovations.”

    Jim Young, Senior Vice President, Travelers

Join us for CDAO Financial Services 2020!

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