In-Person

San Francisco CDAO Community

Executive Summit

November 6, 2025 | Grand Hyatt at SFO

November 6, 2025
Grand Hyatt at SFO

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:

Scaling AI and Establishing Value

Developing a Data-Driven Culture From the Top

Ensuring Trust and Reliability in Data for AI Initiatives

San Francisco CDAO Governing Body

The Governing Body Co-Chairs shape the summit agenda, ensuring that all content is driven By CDAOs, For CDAOs™.

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 San Francisco 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.

Agenda

November 6, 2025

8:00am - 8:30am  Registration & Breakfast

8:30am - 9:15am  Keynote

Empowering an AI-Driven Workforce

Yao Morin headshot

Yao Morin

Chief Technology Officer

JLL

As AI rapidly reshapes business, CDAOs must equip organizations and employees for an evolving and unknown future. From enterprise-wide AI tools to agentic automation, JLL’s Chief Technology Officer will share how the company’s approach goes beyond organizational benefits—focusing on empowering each employee to succeed along their own career journey.

This keynote presentation will highlight:

  • Reskilling and upskilling employees to thrive in an AI-driven environment
  • Creating open forums to demystify AI, share practical use cases, and discuss best practices
  • Leveraging Agentic AI to enable employees to focus on more complex, value-added work

9:15am - 9:40am  Networking Break

9:40am - 10:25am  Breakout Session

AI Aftershocks — The Future of Your Team

Shayde Christian headshot

Shayde Christian

Chief Data & Analytics Officer

Cloudera

CDAOs are driving AI transformation, requiring a bold vision for enterprise data and analytics. As this vision unfolds, what will the impact be on D&A teams and the evolving role of the CDAO? This session will deliver actionable strategies to help you navigate these changes with confidence.

Join to gain insights on:

  • Automating data management and simplifying dashboard creation
  • Keys to successful enterprise-wide AI operations
  • Measuring outcomes and ROI for AI initiatives

9:40am - 10:25am  Executive Boardroom

Thriving in the Age of Uncertainty

Jeff Lunsford headshot

Jeff Lunsford

CEO

Tealium

Jon Crosier headshot

Jon Crosier

Chief Technology Officer

Kilroy Realty

Jing Huang headshot

Jing Huang

Chief Data & AI Officer

CareDx

Data leaders face a paradox: data is both an asset and a liability. Rapid shifts — from privacy regulations to AI — demand resilience and adaptability.

Join this boardroom to explore:

  • Future-proofing governance for an unpredictable compliance era
  • Reducing dependence on volatile tech ecosystems
  • Turning regulatory and technological uncertainty into competitive advantage

9:40am - 10:25am  Executive Boardroom

Achieving AI Independence

Satyen Sangani headshot

Satyen Sangani

CEO

Alation

Mike Doll headshot

Mike Doll

VP, Data

Guitar Center

Whedy Wang headshot

Whedy Wang

VP, Head of Data Science R&D

BioMarin Pharmaceutical

As organizations accelerate their AI initiatives, the choices made today will determine whether they achieve true autonomy or become reliant on external platforms and providers. How can data and analytics leaders architect strategies that maximize flexibility, control, and long-term value?

Join this boardroom to discuss:

  • Building resilient, self-sufficient AI and data ecosystems
  • Balancing open innovation with governance and compliance
  • Empowering teams for sustainable, organization-wide AI adoption

10:25am - 11:10am  Networking Break

10:35am - 11:00am  Peer-to-Peer Meetings

Peer-to-Peer Meetings

Connect with like-minded peers in a 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.

11:10am - 11:55am  Breakout Session

The Intelligent Enterprise — The Fusion of Analytics, Automation and AI

Heather Harris headshot

Heather Harris

Field Chief Data & Analytics Officer

Alteryx

The convergence of AI, analytics, and intelligent automation is creating a new era of autonomous business processes. CIOs can move beyond fragmented systems to provide rapid insights, optimized decision-making, and unprecedented efficiency across the enterprise. Governing AI and analytic processes while enabling the business accelerates AI adoption and innovation

Join this session to learn about:

  • Principles for governing and operationalizing the intelligent enterprise
  • Steps to uplevel and create a technology and AI forward workforce
  • Lessons for leaders for creating a culture of AI and analytics

11:10am - 11:55am  Breakout Session

Context Is Key — Empowering Humans and AI Agents for Business Impact

Swaroop Jagadish headshot

Swaroop Jagadish

CEO & CoFounder

DataHub

Agentic AI can transform business workflows and deliver measurable value—if your teams and technology are equipped to harness its full potential. Success depends on providing both humans and AI agents with comprehensive context about data and AI assets, including lineage, documentation, quality indicators, and governance guardrails.

Join this Datahub session to discover:

  • Why context management is essential for effective use of data and AI assets
  • How MCP-powered natural language interaction drives instant productivity
  • Solutions for fragmented context, unreliable handoffs, and lack of transparency

11:10am - 11:55am  Executive Boardroom

Building a Modern Data Foundation for AI and Innovation

Chris Lawless headshot

Chris Lawless

VP, Global Services

Fivetran

Ki Lai headshot

Ki Lai

Chief Data & Analytics Officer

University of California - San Francisco

Cindy Muscio headshot

Cindy Muscio

Head of Data

Sunbit

 In today's data-driven world, organizations must maximize the potential of their data — from building predictive analytics and ML models that power deeper insights into customer behavior, to building GenAI applications. Replicating data across all sources fuels innovation and drives better business outcomes, while modernizing data movement ensures secure and reliable access to centralized data. Join this boardroom to delve into this core topic and learn how technology leaders are modernizing their data platforms and automating processes to get the most value from their data.

During this boardroom, you will discuss:

  • Establishing a framework to manage structured and unstructured data
  • Improving data readiness for predictive analytics, GenAI applications and ML models
  • Building an approach to data management that gives rise to reliable, accessible data

11:10am - 11:55am  Executive Boardroom

Accelerating AI Value — Transforming Data Debt Into Strategic Assets

Geeta Banda headshot

Geeta Banda

Head of Outbound Product Management for Data Analytics

Google Cloud

Bala Sahejpal headshot

Bala Sahejpal

Chief Data Officer

DocuSign

Brandon Thomas headshot

Brandon Thomas

Chief Data Officer

Zions Bancorporation

Today, maximizing the strategic impact of AI hinges on how effectively we leverage our data, converting existing data challenges into powerful enablers for AI-driven outcomes. We'll explore collective experiences and share actionable insights on building a data foundation that truly fuels enterprise AI initiatives.

Join your peers to discuss and share perspectives on:

  • From data debt to AI dividend
  • Architecting for intelligence
  • Bridging the AI-data gap

11:55am - 12:30pm  Lunch Service

12:30pm - 1:05pm  Keynote

The ROI Imperative— Making Data Platforms Deliver Business Value

Mark Porter headshot

Mark Porter

Chief Technology Officer

dbt Labs

 Cloud data platforms were expected to reduce costs and boost agility, yet many organizations now face escalating expenses and uncertain returns. Costs often outpace value due to misaligned investments and inefficient practices. Leading data executives are adopting new strategies to connect platform investments directly to business outcomes, drive operational efficiency, and foster innovation, unlocking the true potential of cloud data platforms. Are you ready to maximize the impact of your data platform and drive meaningful results for your organization?

Join this keynote to gain insights into:

  • Strategic investment alignment with business objectives
  • Process optimization for operational efficiency
  • Culture development for sustained innovation

1:05pm - 1:30pm  Break

1:30pm - 2:15pm  Breakout Session

Beyond the Buzz — Agentic AI Solutions

Sharad Mathur headshot

Sharad Mathur

Global Head of Data & Analytics

Zoom

Deep Ratna Srivastav headshot

Deep Ratna Srivastav

Chief AI Officer

Franklin Templeton

Right now, agentic AI is the buzz word for CDAOs but let's find out how organizations are actually thinking about their agentic strategy, preparing and putting it to use. From hurdles and headaches to finding unique and faster solutions for traditional data problems.

This session covers pilot to production and dives into:

  • Selecting impactful initial use cases
  • Assessing implications on the workforce and operating model
  • Setting AI boundaries, testing, enablement and expectations 

1:30pm - 2:15pm  Breakout Session

Telling Your Data Story

Scott Taylor headshot

Scott Taylor

Author, Telling Your Data Story

Guest Speaker

The way we talk about data is holding the industry back so it’s time to rework your “data speak”. Are you struggling with leadership support, craving stakeholder engagement and begging for proper funding? Even though you may create Gen AI wonders with your data, it won’t matter unless you explain the value in practical business terms.

Join The Data Whisperer’s rollicking and riotous review of current buzzwords and some practical tips and tricks on what you can do about it including:

  • Differentiating between a data management narrative and other data storytelling and data literacy efforts
  • Developing strategies to secure sponsorship and funding
  • Executing a simple storytelling approach

1:30pm - 2:15pm  Executive Boardroom

Scaling Data Quality for Enterprise Success

Gorkem Sevinc headshot

Gorkem Sevinc

Founder & CEO

Qualytics

Karl Hightower headshot

Karl Hightower

Chief Data & Analytics Officer

Stanford Health Care

Francesca La O headshot

Francesca La O

Chief Data Officer

Early Warning

Gartner predicts that 70% of organizations will adopt augmented data quality solutions by 2027, aiming to accelerate AI adoption and digital business initiatives. As data becomes the backbone of enterprise innovation, now is the time to take decisive steps to prevent bad data from undermining models and business outcomes.

Join this boardroom to discuss:

  • Automating quality at scale while reducing AI/BI risk 
  • Driving a culture of shared accountability for data quality
  • Measuring the ROI for proactive data quality initiatives

1:30pm - 2:15pm  Executive Boardroom

Fueling Reliable AI — Unlocking the Power of Your Enterprise Data

Mark Clare headshot

Mark Clare

Chief Data Officer

Quest Diagnostics

Kapil Gupta headshot

Kapil Gupta

Chief AI Officer

ANGI Homeservices

Stacie Wu headshot

Stacie Wu

EVP of Leasing Technology

JLL

As enterprises accelerate their adoption of Generative AI and intelligent applications, one truth remains clear: AI is only as reliable as the data that powers it. Yet many organizations struggle to fully harness their structured and unstructured data — resulting in inaccurate outputs, stalled innovation, and failed returns on investment.

Join this session to learn how data leaders are navigating these challenges:

  • Breaking down silos to unify data access, preparation, and governance
  • Designing scalable pipelines that support trustworthy, context-rich AI
  • Aligning teams and priorities to embed data literacy across the business

2:15pm - 3:00pm  Networking Break

2:25pm - 2:50pm  Peer-to-Peer Meetings

Peer-to-Peer Meetings

Connect with like-minded peers in a 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.

3:00pm - 3:45pm  Breakout Session

Stewards of Tomorrow — Shaping AI’s Ethical Path

Patrick Bangert headshot

Patrick Bangert

Chief of AI

Occidental Petroleum

Sam Hamilton headshot

Sam Hamilton

Advisor for Data and AI

Visa

Gartner insights predict that AI governance will become a requirement of all sovereign AI laws and regulations globally by 2027. While ‘responsible AI’ is widely discussed, it’s not yet a clearly defined term. However, it’s crucial to define what it means for your organization now, develop a strategy and remain committed.

 Join this session to learn about:

  • Establishing what responsible AI means for your organization
  • Forming an ethics committee for end-to-end accountability 
  • Aligning governance operating model, policies and controls

3:00pm - 3:45pm  Gartner Breakout Session

Accelerating Data-Driven Enterprise Transformation

Brian Foster headshot

Brian Foster

MVP, Research & Advisory

Gartner

Dalia Naguib headshot

Dalia Naguib

Sr Principal, Research

Gartner

CDAOs are becoming vital to enabling digital transformation as the D&A function is uniquely equipped to effectively address cross-enterprise challenges. To succeed, they must lead a distributed change management strategy and demonstrate the value of D&A to business initiatives.

This presentation highlights real-world examples and best practices based on Gartner interviews with over 150 CDAOs.

Key themes include:

  • Positioning the CDAO as an organizational change agent
  • Empowering business leaders to drive change within their own teams
  • Encourage desired behaviors to enable D&A & AI adoption

3:00pm - 3:45pm  Executive Boardroom

AI Agent Governance — Who Controls the Controllers?

Neelesh Shastry headshot

Neelesh Shastry

CTO

Syncari

AI agents are learning, orchestrating, and making decisions faster than traditional governance frameworks can adapt. How can you ensure trust, compliance, and control in this new era?

Join this session to explore:

  • Real-time, dynamic governance models, with a focus on transparency, traceability, and auditability
  • Balancing autonomy with human oversight
  • Enterprise protections in the LLM era — what Anthropic and OpenAI are doing to secure first- and third-party data

3:00pm - 3:45pm  Executive Boardroom

AI-Powered Reinvention — A Practical Framework

Miles Ward headshot

Miles Ward

CTO

SADA

Reinvention isn't one thing; it's the next thing. Real business value comes from solving a real business problem, not from a mandate to simply "do AI."

Join this session to explore:

  • Identifying the most valuable opportunities for reinvention
  • Unlocking actionable insights with real-time, contextual intelligence
  • Creating new and better business outcomes using AI

3:45pm - 4:00pm  Networking Break

4:00pm - 4:35pm  Keynote

Powering Progress — PG&E's Inaugural CDAO

David Leach headshot

David Leach

Chief Data & Analytics Officer and Chief Security Officer

PG&E

As one of the nation’s largest utility companies, PG&E relies on data to ensure the safe, reliable, and sustainable delivery of energy across California. From preparing for severe weather events to monitoring infrastructure assets over a century old, data is central to PG&E’s operational excellence. Improving safety while creating significant value for the customer and business through data and analytics.

Join David Leach, PG&E’s inaugural Chief Data and Analytics Officer, to explore:

  • Strategies for overcoming challenges related to data completeness, accuracy, and accessibility
  • Leveraging data, analytics and AI to improve customer experience and create novel solutions to key problems
  • Standardizing data roles and processes, and aligning functional data leadership across the enterprise

4:35pm - 4:45pm  Closing Comments and Prize Drawing

4:45pm - 6:00pm  Governing Body Reception

Governing Body Reception

Finish the day sharing lessons learned with your peers over light fare and drinks at this closing reception hosted by your governing body members.

November 6, 2025

We look forward to seeing you at an upcoming in-person gathering

Gartner cares about the health and safety of our community. If you are feeling unwell, please refrain from attending the conference. At this time, Gartner does not have any health-related requirements in place for attendance. Should this change, we will follow up with updated guidance.

Location

Venue & Accommodation

Grand Hyatt at SFO
More Information

A block of rooms has been reserved at the Grand Hyatt at SFO at a reduced conference rate. Reservations should be made online or by calling 650-502-6303.

Deadline to book using the discounted room rate of $299 USD (plus tax) is October 13, 2025.

Your Community Sponsors

CDAO Thought Leader

Key Sponsors

Community Program Manager

For inquiries related to this community, please reach out to your dedicated contact.

Casey Tomooka

Community Program Manager

casey.tomooka@gartner.com