
San Francisco CDAO Community
Executive Summit
December 15, 2021 | Hilton San Francisco Union Square
December 15, 2021
Hilton San Francisco Union Square
Collaborate with your peers
Get together with San Francisco's top CDAOs to tackle shared business challenges and critical priorities facing your role today. Participate in this one-day, local program with peer-driven topics and interactive discussions with your true C-level peers.
Join your peers to discuss the most critical issues impacting CDAOs today:
Embedding D&A in business strategy and results
Reengineering decision-making across the business
Scaling a data-first culture
San Francisco CDAO Governing Body
The Governing Body Co-Chairs shape the summit agenda, ensuring that all content is driven By CDAOs, For CDAOs™.
Governing Body Co-Chairs

Steffin Harris
Microsoft Corporation
Corporate Vice President, Global Head of Data Science & Analytics

Shadaab Kanwal
Charles Schwab
Executive Leader for Digital, Data, and Analytics Services

Christopher Paskins
Wilbur-Ellis Company
Global Head of Data Strategy and Governance

Diana Wolcott
Experian Health
SVP CDO, NA Decision Analytics
What to Expect
Agenda
December 14, 2021
December 15, 2021
8:00am - 8:45am Registration & Breakfast
9:00am - 9:30am Keynote
Creating a Company of Owners

Dr. Daren Martin
Culture Architect and Best-Selling Author of "A Company of Owners"
Guest Speaker
Business leaders are always hunting for ways to squash culture killers, cultivate a fun business climate and boost employee relationships. In Dr. Daren Martin’s top-selling book, “A Company of Owners,” he provides a blueprint for business leaders to build a thriving culture and maximize employee engagement. In this session, he will teach you how to create a company of “owners of security.” Be ready to create your BAM – Business Actionable Mantra!
9:30am - 9:45am Break
9:45am - 10:30am Executive Boardroom
See Yourself Through AI — Client Driven Personalized Services

Deep Ratna Srivastav
SVP, Head of Digital Solutions
Franklin Templeton
Being able to provide a personalized experience is central to attracting, converting and retaining clients. AI is reshaping personalization for providing better client services and winning their trust. Join Deep Ratna Srivastav, Senior Vice President, Head of Digital Solutions at Franklin Templeton, to learn how to support client goals and increase business value through AI-based hyper-personalization.
Join this session as he shows ways to:
- Use data and analytics to make client-centered decisions
- Leveraging AI/data science for personalized investment strategies
- Leveraging digital ecosystem for delivering personalization
9:45am - 10:30am Breakout Session
Building a Modern Data Strategy
Hosted by Amazon Web Services

Amy McNee
Head of WW Analytics Platform Strategy
Amazon Web Services
Applying old organizational models and methodologies to modern cloud technology won’t allow companies to achieve the kind of results and agility they expect. Companies need an operating model, organizational model, and data literacy approach that enables data-driven decision making throughout an organization.
In this session, we will explore:
- The people, process and technology considerations in building a modern data strategy
- Methods for driving agility across the business
- Getting your teams into a data-first mindset
9:45am - 10:30am Executive Boardroom
Future-Proofing Your Architecture Through Successful Data Strategies
Hosted by Dremio

Jason Hughes
Product Director
Dremio

Manjula Mahajan
Head of IT
Model N

Ashwin Aravindakshan
Academic Director, Masters of Science in Business Analytics
University of California - Davis
Organizations are looking beyond traditional strategies to adopt modern, future-proof data architectures to accelerate analytics. And they want to make it happen while keeping costs under control – a strategy Gartner research says is crucial for modern data management programs.
Join this interactive boardroom session to discuss:
- Limitations of legacy and traditional architectures
- Top trends for a successful data and analytics strategy
- Benefits of modern open data architectures
10:30am - 11:00am Networking Break
December 14, 2021
December 15, 2021
Apply to Participate
Apply to participate in the San Francisco CDAO Community Executive Summit.
Gartner facilitates exclusive, C-level communities by personally qualifying and understanding the priorities, challenges and interests of each member.
Our selective approach maintains the high quality of the network and ensures top-level discussions with peers from the world’s leading organizations.
Each application will be reviewed, and once your participation is confirmed, you will have access to year-round community programs.
Location
Venue & Accommodation
Hilton San Francisco Union SquareHealth & Safety Local Guidelines
Our host venue, Hilton San Francisco Union Square, requires all guests to wear a mask in all public spaces and provide your proof of vaccination cards along with a photo ID. Masks will be provided for your convenience.
Community Program Manager
For inquiries related to this community, please reach out to your dedicated contact.