In-Person

New York CDAO Community

Executive Summit

November 29, 2023 | etc.venues at 360 Madison Avenue

November 29, 2023
etc.venues at 360 Madison Avenue

Governing Body Agenda Location Sponsors Contact

Governing Body Co-Chairs

Andrew Foster

M&T Bank
Chief Data Officer

Eric Hirschhorn

BNY Mellon
Chief Data Officer

Jodi Morton

KPMG
Global and U.S. Chief Data Officer

John Nicastro

Major League Soccer
Chief Technology Officer

Vishal Patel

Webster Bank
Chief Data & Analytics Officer

Kalyani Sekar

Verizon
Chief Data Officer, SVP, AI & Data

Gaurav Shah

Sanofi
Global Head of Data & Analytics for Consumer Healthcare

Vikram Somaya

PepsiCo Inc
Chief Data & Analytics Officer

JoAnn Stonier

Mastercard
Mastercard Fellow of Data & AI

Kendell Timmers

New York Times
SVP, Head of Data and Insights Group

Pawan Verma

Industrial and Commercial Bank of China
Chief Data Officer

What to Expect

Interactive Sessions

Hear from CDAO practitioners and thought leaders on how they're solving critical challenges impacting your role today in Keynote sessions, and join smaller, interactive discussions with your peers in Breakout and Boardroom sessions.

Community Networking

Make new connections and catch up with old friends in casual conversations during dedicated time for networking designed to better acquaint you with your New York CDAO community.

Peer-to-Peer Meetings

Connect with like-minded peers in a private, one-on-one setting through Peer-to-Peer Meetings. You will be matched with peers in your community based on your shared interests and priorities.

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Agenda

November 28, 2023

evening

November 29, 2023

morning afternoon

6:00pm - 8:30pm Governing Body Welcome Reception

Governing Body Welcome Reception

This special evening is hosted by the Governing Body to launch the following day's events. Join us for an evening of peer networking, food, drinks and panoramic views of the Manhattan skyline at The Water Club.

7:45am - 8:30am Registration & Breakfast

8:30am - 9:15am Keynote

Words That Work — Using Impactful Language to Deliver Results

Val Wright

Global Leadership & Innovation Expert, Author

Guest Speaker

Effective communication is a critical component of success for CDAOs. Using "words that matter" when articulating the value of your data and analytics strategy can make all the difference for key stakeholders. In this keynote conversation author, Val Wright offers fresh perspective and techniques to help you elevate the conversation to deliver results.

In this session Val shares how to:

Create communication that resonates and simplifies complex information
Foster productive relationships with internal and external stakeholders
Develop powerful responses to navigate resistance and achieve results

9:15am - 9:40am Networking Break

9:40am - 10:25am Breakout Session

Accelerating Adoption of Your Data Foundation — a BNY Mellon Masterclass

Eric Hirschhorn

Chief Data Officer

BNY Mellon

Jacklyn Osborne

Risk & Finance Data Officer

BNY Mellon

Linda Powell

Deputy Chief Data Officer

BNY Mellon

The race to prove the art of the possible is what lies at the heart of innovation. Within data and analytics, this progress will be stunted without a standard for data quality, a robust system of data management and delivering value for the business. At BNY Mellon, America’s oldest bank, the heads of D&A say it’s all about going back to the basics.

Join this session to learn how to:

Implement an impactful system for data quality
Manage master and metadata with uniformity and consistency
Partner with the business to leave a lasting impact with data and analytics

9:40am - 10:25am Breakout Session

Data Privacy and Security — Strategic Elements of Data Strategy

Dante Malagrino

Chief Technology Officer

Protegrity

With the evolution of the modern data stack, embedding privacy and security into data pipeline architecture has become a fundamental part of the CDAO role. Data protection is not just a necessary cost; it's become an opportunity for businesses to differentiate. The accelerated adoption of AI/ML, including generative AI and LLMs, further emphasize the importance of dealing with data protection earlier in the development process.

Join this session to learn how to:

Protect sensitive data in the modern data stack
Enable better data sharing, even across geographical boundaries
Communicate the importance of data protection with AI/ML

9:40am - 10:25am Executive Boardroom

Decoding Generative AI— Essential Insights for Your Enterprise

Arthy Krishnamurthy

Sr. Director, Business Transformation

Dataiku

Manik Patil

SVP, Head of Cloud Enablement

U.S. Bank

With all the recent hype, it's hard to sift through the noise surrounding Generative AI. But how can your team move beyond the lab and build real and safe GenAI applications at enterprise scale? Discover the key differentiators and relevant nuances this new technology brings to your business and how it can propel your organization forward.

Join this interactive roundtable as CDAOs discuss:

How to effectively implement Generative AI
Ways to use this technology to drive ROI
Roadblocks in GenAI implementation and ways to overcome them to gain a competitive edge

Executive boardrooms are intimate and interactive sessions designed to foster dynamic dialogue around a specific, strategic topic. These private, closed-door discussions encourage attendee participation and are limited to 15 attendees (seating priority is given to CDAOs). To reserve your seat, please contact: Bailey Brewer at (402) 639-2062 or bailey.brewer@evanta.com

9:40am - 10:25am Executive Boardroom

The Changing Face of the Data Analyst

Sandeep Sacheti

EVP Customer Info Mgmt & Ops Excellence

Wolters Kluwer

Mitesh Shah

Chief Data Officer

Cardworks

Due to the evolution and maturity of tools within the data and analytics space, traditional D&A roles are changing. Many data consumers are now able to source their own reports, shifting the focus of and demand for data analysts. How can this role within the D&A function evolve to provide more value to the business?

In this session, join your peers to discuss:

Assessing areas of opportunity to provide value with data
Creating new avenues for analysts to deliver insights
Identifying gaps in business strategy that can be solved with data

10:25am - 11:00am Networking Break

10:30am - 10:55am Peer-to-Peer Meetings

Peer-to-Peer Meetings

Connect with like-minded peers in a one-on-one setting through Evanta’s Peer-to-Peer Meetings. You will be matched with peers in your community based on your shared interests and priorities.

11:00am - 11:45am Breakout Session

Championing Diverse Leaders Through Deliberate Sponsorship

Julia Bardmesser

Chair of Technology

Women Leaders in Data & AI

Andrew Foster

Chief Data Officer

M&T Bank

Vijay Venkatesan

VP, CAO

Horizon Blue Cross Blue Shield of New Jersey

Risë Zaiser

US Chief Data Officer

Sumitomo Mitsui Banking Corporation

The road to the top looks different for everyone; especially for those who must shatter a glass ceiling to get there. As a more diverse talent pool vies for opportunities to lead, how can those who currently hold positions of power remove barriers to entry?

In this interactive session, join your peers to discuss:

Identifying hurdles tied to the promotion/hiring process
Committing to allyship; what works and what doesn’t
Creating and socializing opportunities for elevation

11:00am - 11:45am Breakout Session

Putting AI to Work

Maryam Ashoori

Director, Product Management – watsonx Foundation Models

IBM

AI adoption has more than doubled since 2017 and its evolution leaped forward in 2023 with advances in large language models. This advancement holds the potential to unlock trillions of dollars in economic value over the next decade. But, implementing AI for business has unique requirements – it needs to be open, properly governed, designed for the enterprise and most importantly, create value.

Explore the age of AI including:

Developing a foundational data fabric architecture to support LLMs
Delivering a competitive business advantage through strategic use cases
Deploying governed AI with responsibility

11:00am - 11:45am Executive Boardroom

Driving Decisions with Trusted Master Data

Scott Moore

Director of Pre-Sales

Semarchy

Alexander Izaguirre

Chief Data Officer

Weill Cornell Medical College

Denise Rogers

Global Head of Data Culture and Literacy

Chubb

Haroon Serang

Chief Data Architect

NJ Transit

One of the biggest goals for data and analytics leaders in 2023 is to make data-driven decisions. But to effectively do this, chief data and analytics officers must ensure enterprise master data is clean and trusted throughout the organization. With the proper people, processes and technologies to address Master Data Management, D&A leaders are provided with a single source of truth (or a golden record) to make better, more informed decisions.

Join this session as CDAOs discuss:

Tracking your MDM maturity journey
Identifying successes and/or challenges to your MDM strategy
Implementing a data-centric culture to enhance decision-making

11:00am - 11:45am Executive Boardroom

Predictive Analytics – A Focus on the Future

Seth Familian

Director, Global Advisory Services at Twilio Segment

Twilio

Wayne Huang

Head of Data Science

Pacific Life Insurance

Charu Mehta

Head of Data Product

KeyBank

Brian Richardi

Head of Finance Data Science & Analytics

Stryker

The future of predictive analytics is promising as the pathways to improving business outcomes are becoming more dependable. But as AI implementation evolves based on the tactical, ethical and physical considerations that continue to come up, what do CDAOs need to consider as they continue to grow their investments and capabilities?

Join this session to discuss:

Aligning senior leaders to gain enterprise-wide support
Leveraging current investments and use cases for greater application
Pioneering predictive analytics to maximize business outcomes

11:45am - 12:30pm Lunch Service

12:30pm - 1:05pm Keynote

Generating Value from Data and Analytics with Lean Data Governance

Chetna Mahajan

Chief Digital & Information Officer

Amplitude

Whether you have a centralized data ecosystem or rely on multiple, shared sources, the goal for CDAOs is to ensure data is trusted, governed and accessible, so teams can confidently use it to drive the business forward. In this session, Amplitude’s Chief Digital & Information Officer will share how to create a data governance foundation so your business can thrive.

Join this keynote session to explore:

Building a data foundation for trusted insights
Enabling trusted, self-service data for your entire workforce
Establishing a data governance committee to enable scalability and adaptability

1:05pm - 1:30pm Break

1:30pm - 2:15pm Breakout Session

Adapting the Operating Model for Innovation

Alan Anders

Head of Data Strategy

Guy Carpenter & Company

Jean-Christophe Lionti

Managing Director, CDO

Mizuho Financial Group

With new, innovative capabilities like generative AI and pressure to monetize data, it's incumbent upon chief data and analytics officers to create an operating model that enables speed, agility and efficiency. But with rapid adoption, come the growing pains of change management. How can CDAOs balance risk and rising costs in this competitive landscape?

Join this session to explore:

Creating foundational data frameworks and architectures
Identifying impactful partners and aligning incentives to enable collaboration
Incubating start-up ecosystems and mentalities

1:30pm - 2:15pm Breakout Session

From Theory to Practice — Successful GenAI Implementation

Priya Gore

General Manager, Data & AI

Microsoft Corporation

Krishna Cheriath

VP, Head of Digital, Data and Analytics

Zoetis

Andrew Foster

Chief Data Officer

M&T Bank

When it comes to GenAI implementation and application, some CDAOs are in active implementation mode while others are still exploring the theoretical space. What successful approaches are companies using to incorporate GenAI into their data strategy, no matter where they are on the journey?

Join this deep dive with case studies to examine:

Approaches to data governance
Embedding a culture of change acceptance
Best practices with juggling competing priorities

1:30pm - 2:15pm Executive Boardroom

Revolutionize the Business Through Cutting Edge Technology

Shefali Victors

Lead Cloud Solutions Architect, Professional Services - Architecture & Engineering

Rackspace Technology

Doris Brophy

Managing Director, America’s Data Governance

Societe Generale Corporate & Investment Banking

Adam Houhoulis

VP & Director, Data Management Office

Federal Home Loan Bank of New York

Richard Robinson

Chief Strategist, Open Data and Standards

Bloomberg

A data-driven approach fosters agility and responsiveness, allowing businesses to adapt to changing environments swiftly. It not only improves decision-making but also leads to more personalized customer experiences and, ultimately, greater competitiveness in today's data-centric world. Data-driven organizations can respond more swiftly to market shifts and changing customer needs, leading to increased efficiency and innovation.

Join this roundtable discussion to explore:

Utilizing data to foster innovation
Integrating corporate values and principles of fairness and governance to promote responsible and ethical practices
Implementing data engineering to build efficient and sustainable data systems

1:30pm - 2:15pm Executive Boardroom

Building Foundational Trust in Data

Robert Ruppel

SVP - Global Sales

Actian

Paul Cao

Global Head, Enterprise Data Platform

Wells Fargo

Christopher Smith

Global CIO, CDO

Freshfields Bruckhaus Deringer

To move the business forward with data and analytics, the enterprise must trust data and the insights derived from it. D&A leaders should address trust and demonstrate reliability, not only through data security, but also with leadership buy-in, purpose-driven AI and data sharing.

Join this session to discuss:

Establishing a baseline for data quality to build trust in data
Certifying trust in data sharing and security
Instituting trust within data-driven decision making

2:15pm - 2:50pm Networking Break

2:20pm - 2:45pm Peer-to-Peer Meetings

Peer-to-Peer Meetings

Connect with like-minded peers in a one-on-one setting through Evanta’s Peer-to-Peer Meetings. You will be matched with peers in your community based on your shared interests and priorities.

2:50pm - 3:35pm Breakout Session

Identifying the CDAO's Path to Impact

Brian Foster

MVP, Research & Advisory

Gartner

Albana Theka

Sr. Director, Data & Analytics

New York City Health and Hospitals

In the past decade, the chief data and analytics officer role emerged to take lead on data and analytics within the enterprise. While some in this role have been quite successful, others have struggled, and a few have even had their functions disbanded. Grounded in unique data and quantitative analysis, Gartner research has been able to shed new insights into the factors that differentiate CDAO 'winners' versus 'losers'.

Join this Gartner-facilitated workshop to:

Identify critical practices that lead to success and/or failure within the D&A function
Stress-test your execution strategy
Accelerate your path to impact

2:50pm - 3:35pm Breakout Session

5 Missteps That Undermine Your AI Readiness & Success

Josh Good

Vice President, Strategy & Market Developement

Qlik

Diving into the AI frenzy? While few organizations are prepared to support AI, the value of getting it right is transformational. But leaders are cautious about going too fast or deep due to very real risk, governance, and trust concerns. Join us to understand how to avoid key missteps, and to leverage the best of rapidly advancing technology so you can dive-in, with confidence.

Join this session to learn more about:

Identifying the 5 most common pitfalls of AI
Trusting Data OPS through AI and ML initiatives
Harnessing human intuition in your data journey

2:50pm - 3:35pm Executive Boardroom

Going Beyond Data Quality With Data Observability

Ami Doshi

Head of Data Governance and Quality

New York Power Authority

Keerthi Reddy

Vice President, Data Management and Governance

Cencora

Garbage in, garbage out. That’s the sentiment from data and analytics leaders regarding data quality. But organizations who adopt data observability are able to do more than just track quality. They can monitor the status and health of data pipelines across architectures and they can be alerted before problems spread downstream.

Join this roundtable session as your peers discuss how to:

Identify the gap between current data monitoring and desired outcomes
Collaborate across teams to target observability use cases
Track data observability and governance initiatives to measure progress

2:50pm - 3:35pm Executive Boardroom

Leading with a Data-First Mindset — Propelling Professional Growth

Asha Aravindakshan

General Manager, U.S.

Multiverse

Joay Singhal

Head of Data Enablement for Enterprise AI Solutions

PIMCO

Bala Venkatraman

Global Head of Data and Business Intelligence

Godiva Chocolatier

In an era of abundant data, chief data and analytics officers appreciate the move towards democratization and self-service. But in order for the workforce to take advantage and derive value from these resources, they must first be able to speak and use data properly. This roundtable focuses on equipping CDAOs with the tools to drive skill development, fuel innovation and become catalysts in advancing data-driven strategies.

Join this roundtable discussion as CDAOs discuss:

Establishing a foundation of data literacy and a program for upskilling
Driving skills, innovation and leadership with a data-driven approach
Proving and measuring business impact of D&A initiatives

3:35pm - 4:00pm Break

4:00pm - 4:35pm Keynote

Enabling Cognitive Solutions — Partnering Across the C-Suite

Moin Haque

Head, Enterprise Data & Analytics

International Flavors & Fragrances

Lauren Dana Rosenblatt

VP, Chief Information Security Officer

International Flavors & Fragrances

Generative AI, part of the ‘cognitive solutions’ domain at International Flavors & Fragrances (IFF), is being embraced as a catalyst for driving productivity, discovery, forecasting/optimization and potential disruption across the global portfolio. But this new tool shouldn’t be seen as a ‘shiny, new toy,’ but rather contextualized as part of both day-to-day operations and strategic efforts. At IFF, the data & analytics lead and the chief information security officer (CISO) are working in lockstep to support a “community of practice” driving collaboration, awareness and engagement with sustainable governance and stewardship of over a century’s worth of data and assets.

Join this session to explore:

Foundational approaches to fostering a safer environment
Partnering across the enterprise to drive aligned and measurable benefits
Posturing in this Blackberry™ moment to avoid a Blockbuster™ scenario

4:35pm - 5:00pm Closing Reception & Prize Drawing

November 28, 2023

evening

November 29, 2023

morning afternoon

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