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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).

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Hear What Attendees Have to Say:

  • “Great to hear from a diverse group of data analytics leaders.”

    Sarah Hoffman, VP, AI & Machine Learning Research, FIDELITY INVESTMENTS

  • “An excellent, inclusive discussion covering a wide range of relevant topics, with some of the industry’s most advanced practitioners.”

    Russell Barker, Head of Macro Data Strategy, MORGAN STANLEY

  • “A great hybrid solution in the middle of the pandemic. Helped me to connect with local industry professionals. I very much enjoyed the experience.”

    Jesus Leon, Global Director, Digital Experimentation & Insights, AMERICAN EXPRESS

  • “Great to hear everyone is dealing with similar issues. I gained several ideas that I will be exploring.”

    Ahmad Grewal, VP, Strategy & Business Services, Global Technology Infrastructure, JP MORGAN CHASE

  • “Gained helpful insights. Hearing from other data leaders on real-world topics is very compelling.”

    Chad Boggan, Chief, Data Strategy Section, FEDERAL DEPOSIT INSURANCE CORPORATION (FDIC)

  • “Great insights that I can apply to my position going forward. I highly recommend joining an upcoming event."

    Bill Coward, SVP, Treasury Management Sales Consultant, WELLS FARGO

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

0571 - CDAO Insurance 2020 - SPEAKERS HOME (9)

Prahalad Thorta,
SVP, Head of Enterprise Analytics & Data Science,
WELLS FARGO

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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.

 

Sravan Kasarla, Chief Data Officer, THRIVENT *NEW*

Kavita Rao, Head of Digital Transformation, CITY NATIONAL BANK *NEW*

Sofia E. Freyder, Executive Director, Product Management, Digital Payments, JP MORGAN CHASE *NEW*

Jacklyn Osborne, Managing Director, Risk & Finance Technology Executive, BANK OF AMERICA

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 *NEW*
Hamdan Azhar, VP, Research, Analytics & Data, BLACKROCK *NEW*

1:15 - 1:45pm EST

Keynote Presentation: Accelerate your Digital Transformation Journey to the Cloud with Modern Data Management and Governance

  • Cloud Adoption Trends and Drivers across Financial Services
  • Top CDO and CIO concerns regarding new cloud investments for Digital Transformation
  • Ways to overcome and avoid common data management and governance pitfalls when investing in the cloud
Peter Ku, VP & Chief Financial Services Strategist, INFORMATICA

1:45 - 2:15pm EST

Networking Break

 

2:15 - 2:45pm EST

Panel Discussion: Transforming Financial Services into 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.

Moderator: Peter Blinstrubas, Solution Architect, GIGASPACES
Allen Crane, AVP, Head of Information Management, USAA *NEW*
Michael Collins, VP, Data Science, REGIONS BANK  *NEW*
Myra Chen, VP, Head of Sales,Marketing and Digital Analytics, CAPITAL GROUP *NEW*

2:45 - 3:15pm EST

Keynote 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

 

3:15 - 3:45pm EST


STREAM A STREAM B

Enabling Data Democratization at BNY Mellon with Data Virtualization
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
Prasanna Uppaladadium, Director, Data Architecture, BNY MELLON - Brought to you by DENODO

Breakout Presentation: The Evolving Role of Chief Data Officers in Leading Data-Driven Transformation
In this session, we will share the results of a recent survey of 100 Chief Data Officers at financial services firms about their priorities, initiatives, and challenges around data, governance, compliance, regulations, and analytics.

Key takeaways:

  • The current state of data governance and data management maturity in financial services
  • The shift from “defensive” data management to more strategic and innovative approaches
  • The top business benefits firms are looking to gain from data management advancements

Joe Lichtenberg, Global Head of Product & Industry Marketing, INTERSYSTEMS

 

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
Lakshmanan Meyyappan (Laks), Head of Analytics, REGIONS BANK
Meena Thanikachalam, Head of Data Strategy, Architecture, Analytics, ALLY  *NEW*
 Roundtable 1B: How Can Organizations Transform Model Accuracy and Operational Effectiveness Through Context?
  • How to use entity resolution and network analytics to bring together internal and external data to provide context for reliable automation and improved efficiency
  • Ways to use Decision Intelligence technology to reveal critical relationships between entities that may uncover to new business opportunities or potential risk?
  • How to build an integrated approach to data that ensures that its origins, provenance and models are transparently available to enable automated decisions
  • What does the journey look like illustrated by a tier 1 financial institution’s approach?
Imam Hoque, Chief Product Officer, QUANTEXA

 

 

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.

Moderator: Joe DosSantos, Chief Data Officer, QLIK
Todd James, SVP, Data, Analytics, & Intelligent Automation, FIDELITY
Nick Diieso, Director, Operational Risk, CITIGROUP
Rise Zaiser, US Chief Data Officer, SUMITOMO MITSUI BANKING CORP
Shadaab Kanwal, Executive Leader, Digital, Data & Analytics Services, CHARLES SCHWAB

 

5:15 - 5:45pm EST

Happy Hour Speaker Meet & Greet

Grab a drink and join one of our speaker meet & greet rooms, with a selection of today’s speakers and your fellow attendees for this bonus session. Hear the speakers share additional insights, following on from their session, and ask the questions you want the answers to, face-to-face.

 

5:45pm EST 

End of Day One

11:30 - 12:00pm EST

Speed Networking 

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
Madhu Ghosh, Head of Enterprise Data Governance and Quality Management, GLOBAL ATLANTIC FINANCIAL GROUP
Deborah Williams, Global Head Data Governance, BNY MELLON

12:45 - 1:15pm EST

Keynote Presentation: AI Governance: Driving Compliance, Efficiency, and Outcomes with RBC Bank

  • As businesses start to scale the use of AI as a transformative power to innovate and be more efficient, they have to manage the risks that come from it
  • Specifically, when dealing with sensitive customer data and in regulated industries, governance is a mandatory aspect of operations
  • However, as AI becomes more prevalent there are new gaps, which need to be addressed in governing the lifecycle of data as well as the models trained on those data.
  • At the same time, governance processes should not impede the iterative nature of data science experiments that help build and operate AI applications
  • Join IBM and RBC Bank to hear first hand why AI Governance is becoming increasingly important in today’s age from governing for control to governing for efficiency and outcomes
Michael Hind, Distinguished Research Leader, IBM
Zain Nasrullah, Senior Manager, AI Research & Data Science, RBC Bank

1:15 - 1:45pm 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 *NEW*

1:45 - 2:15pm EST

Keynote Presentation: The Business Value of Continuous Data Quality: Overcoming Challenges with an Effective Data Quality Framework

  • What are both the short-term and long-term consequences of low data quality?
  • What does a proactive and effective data quality framework consist of?
  • What are the key ingredients for a data quality model that will increase operational efficiency, meet regulatory compliance, and enable better business decisions?
  • How does a financial firm implement an effective data quality tool that continuously addresses low-quality data across workflows?

Gangesh Ganesan, Founder and CEO, PEERNOVA

 

2:15 - 2:45pm EST

Keynote Presentation: Disrupting Data Quality Measurement and Anomaly Detection
  • What is the current landscape and why we are in need of change
  • What is the role of AI and Machine learning in a Data Quality program
  • A new approach
Thomas Mavroudis, VP, Global Head of Data Management & Quality, SCOTIABANK

  

2:45 - 3:15pm EST


Stream A Stream B
How an Analytics Flywheel Can Generate Sustained “Insights” Momentum
  • Define analytics digital transformation
  • Discuss the decision supply chain for financial organizations and understand how it plays into analytics digital transformation
  • Examine the concept of an analytics flywheel
  • Determine how the analytics flywheel has the potential to invigorate the business decision supply chain
Nathan Walker, Enterprise Sales Director, PYRAMID ANALYTICS

 

3:15 - 3:45pm EST

Stream A Stream B

Reimagining Data Governance for Analytics: Balancing Data Privacy with Hyper-Personalization

  • Accelerate data trust and consumption through in-depth data discovery to find private and sensitive information for analytics
  • Eliminate data silos, unleash the value of unstructured data, minimize risks, meet compliance regulations plus more with AI/ML
  • Leverage unified data governance framework with classification and cataloging for your data, privacy and security teams
Peggy Tsai, VP of Data Solutions, BIGID		 Adjusting to the Neo-normal: Evolving the Art of Credit Decisioning with AI & ML
  • Automating information capture and flow for STP
  • Multi-parametric assessment for more accurate risk prediction
  • Opportunity to engage in customer’s journey and value for the institution


Vaibhav Sharma, Head of Banktech Practice , TAVANT

Dr. Atul Varshneya, Executive Vice President – AI, TAVANT

 

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?

Diego Oppenheimer, Chief Executive Officer, ALGORITHMIA

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

Ankur Gupta, VP, BI-Analytics-Data Governance, GOLDMAN SACHS USA *NEW*

Wendy Zhang, Director of Data Governance, SALLIE MAE *NEW*

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?

Anouk Muis, Customer Engineer, Enterprise, LOOKER

Santosh Kumar, Director, Data Assurance and Validation, ICBCFS *NEW*

George Neal, Chief Analytics Officer, PRECISION LENDER

Raghu Modi, Director, Risk Management & Reporting, TD SECURITIES *NEW*

 

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.

Moderated by: Jason Moss, President & Founder, METIS
Tarun Sood, Head of Data and Analytics, VANGUARD
Ting-Li Lo, Director, Enterprise Portfolio Management, SCOTIABANK
Kim Prado, Global Head of Client, Banking and Digital Technology, RBC CAPITAL MARKETS

 

5:15 - 5:45pm EST

Happy Hour - Speaker Meet & Greet

Grab a drink and join one of our speaker meet & greet rooms, with a selection of today’s speakers and your fellow attendees for this bonus session. Hear the speakers share additional insights, following on from their session, and ask the questions you want the answers to, face-to-face.

 

5:45pm EST

End of Day Two

12:00 - 12:45pm EST

Keynote Presentation: 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 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 *NEW*

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: Scaling AI in a Global Fortune 500 Financial Services Organization

  • Sourcing, identifying, and prioritizing high-value AI projects throughout the organization?
  • Building a team at scale: acquisition and development of world-class talent
  • Initiating an operation discipline and processes for sound risk management to deliver AI
  • Ensuring topics such as fairness, explainability & ethics are properly addressed
Prahalad Thota, SVP and Head of Enterprise Analytics & Data Science, WELLS FARGO *NEW*

1:45 - 2:15pm EST

Networking Break

 

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: Analytics and Personalization: The Fuel for a Digital-Preferred Operating Model•

  • Consumers’ digital-preferred banking comes with an expectation that financial institutions know their financial goals and preferences intimately
  • Mobile apps and online banking must deliver easy, personalized and relevant experiences, tailored appropriately
  • Conversational AI must be backed by a solid strategy that includes continuous learning, advanced analytics and frequently updated data inputs
  • How can financial institutions successfully tie this all together with an embedded operating model to drive success?

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

3:15 - 3:45pm EST

Speaker Meet & Greet

Join one of our speaker meet & greet rooms, with a selection of today’s speakers and your fellow attendees for this bonus session. Hear the speakers share additional insights, following on from their session, and ask the questions you want the answers to, face-to-face

3:45pm 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.

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REGISTER NOW:  LIMITED FREE PASSES AVAILABLE

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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 travel, no 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! 
 
 

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*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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