FIMA AI

October 23-October 24, 2017

The W, San Francisco, CA

1-888-482-6012

Day One: Using Data Governance to Create Actionable Value

8:00 AM - 8:40 AM Continental Breakfast and Registration in the Solutions Zone

8:40 AM - 8:50 AM Welcome Remarks and Opening Icebreaker

Elizabeth Robillard, Event Director, Worldwide Business Research

Elizabeth Robillard

Event Director
Worldwide Business Research

8:50 AM - 9:00 AM Chairperson's Opening Remarks

Data governance can take on a range of forms and it continues to be a pain point as so few people want to take ownership of data. What does a strong bottom up approach look like? How do you reassess how to sell your program internally as new changes, including regulatory requirements arise? Find out how to:
· Determine the appropriate size and scope of a data governance program for your organization
· Re-evaluate data governance to suit the needs of evolving technology like machine learning and AI- given data governance’s ability to be efficient in processing the data that goes into creating machine learning algorithms
· Advance and mature data governance when different domains are at different levels of maturity

Gayathri Raman

Vice President, Data Governance
Bank of the West

Brian Keil

Data Management Vice President
Charles Schwab & Co.

David Harberson

Strategic Architect- Enterprise Information Management
Franklin Templeton

Manjeev Kumar

Global FATCA, Regulatory & Compliance Program
Deutsche Bank

Stanton Anderson

Senior Business Process Manager
Harris Associates

Stephen Gliva

International Data Management & Reporting
Vanguard

9:50 AM - 10:10 AM Fireside Chat: What Even is AI? De-Mystifying the Ultimate Buzzword

Michael Kubiske, Director- Machine Learning Engineering Lab,
· What is the end game for AI? What is possible? How wide is the scope and usefulness?
· How important is this technology? Is predicting desire and translating that into products and services going to transform the world?
· How quickly will this happen? What is at stake if your company is not ready for this transition?
· How can you prepare for this future? Are your processes and structure in the right state to take this technology on?

Michael Kubiske

Director- Machine Learning Engineering Lab

10:10 AM - 10:35 AM Case Study: Putting the Right Data into the Machine: FIBO as a Foundation for Applying AI in Financial Organizations

David Newman, Strategic Planning Manager, Senior Vice President, Innovation Group, Wells Fargo
· Begin to understand the several legs to AI, knowledge recognition and reasoning
· Learn how providing a solid basis for machine learning, structured ontology creates better and cleaner data to go into the machine
· Begin to start using that as machine learning algorithms- becomes a nucleus of the wheel of AI, in a company
· Learn more about the value of ontologies like FIBO- what machine learning looks with an ontology vs. with an ontology

David Newman

Strategic Planning Manager, Senior Vice President, Innovation Group
Wells Fargo

10:35 AM - 10:55 AM Fireside Chat: Creating a Holistic Strategy for Machine Learning

Murli Buluswar, ‎Chief Science Officer, AIG


Murli Buluswar

‎Chief Science Officer
AIG

10:55 AM - 11:35 AM Morning Networking and Refreshment Break in the Solutions Zone

Join your peers for a coffee or light snack during our networking breaks in the solutions zone. These breaks are the perfect opportunity to chat over all of the content you've taken in from our speakers.

11:35 AM - 11:55 AM How AI and Data are Transforming Financial Services Firms

Jarlath Forde, Vice President – Solutions and Innovation, Sapient Consulting


Jarlath Forde

Vice President – Solutions and Innovation
Sapient Consulting

11:55 AM - 12:20 PM Case Study: Furthering the Role of the CDO: From Data Stewards to Influential Business Partners

Gayathri Raman, Vice President, Data Governance, Bank of the West
The only product financial institutions have is data and everything the company does is in support of data. Now that many have built programs in compliance with regulations, how is the office of the CDO helping to support the broader business?
· What are current priorities for a CDO?
· What is the future of the CDO?
· How does the CDO help drive ROI from AI, and help Business and C-Level understand why and how to invest in AI?
· How does the role of the CDO function within the rest of the business? Who should the CDO develop the closest relationships with?
· How programs are organizing to manage data between technology and the business
· What can the data management function
· deliver outside of the business from an innovation perspective?

Gayathri Raman

Vice President, Data Governance
Bank of the West

12:20 PM - 12:50 PM Fireside Chat: How to Create an Environment of Data Stewardship in Your Organization



12:50 PM - 1:45 PM Lunch for all attendees



  • Defining the role of data and your department’s role: policies, where your data is coming from and what the process is for governing it
  • How to ensure that the concept of data is understood throughout the whole company, and that the message of the importance of data and it’s governance is conveyed
  • Make data easily accessible by all departments, so that it can be utilized for the betterment of the organization and the improvement of your customer’s experience

Jason Ng

Vice President, Internal Audit- Data Governance and Data Quality
Citi

Natalie Sendele

Director, Data Governance
Artisan Partners

Scott Sovine

Director, Data & Project Management
Parametric

Teddy Kahn

Vice President Enterprise Solutions
S&P Global Market Intelligence

Rashed Haq

Global Lead for Artificial Intelligence and Vice President
Sapient Consulting

2:25 PM - 2:45 PM Case Study: Unifi Customer Use Case

  • Defining the role of data and your department’s role: policies, where your data is coming from and what the process is for governing it
  • How to ensure that the concept of data is understood throughout the whole company, and that the message of the importance of data and it’s governance is conveyed
  • Make data easily accessible by all departments, so that it can be utilized for the betterment of the organization and the improvement of your customer’s experience

Track A: General Session

2:45 PM - 3:25 PM Panel: Automation is Not Just An Interest, It is a MUST HAVE: Selling the Benefits and Negating the Risks of Automation and AI to Internal Stakeholders

Kelly Switt, Senior Vice President, Process Optimization Director, Citi Lesley Shaw, Vice President, Enterprise AML, Analytics, Risk and Operational Excellence, BMO Financial Group
  • Explaining the benefits of automation to your c-suite and business unit heads and other stakeholders, including increased efficiency, cost savings and customer experience improvement
  • Understand the possible risks of automation from a compliance side and be able to explain how a pilot program will mitigate these
  • Be in tune with the needs of your stakeholders and understand what their concerns are in order to better explain the benefits of automation
  • Know what returns they are looking for on investments of this kind

Kelly Switt

Senior Vice President, Process Optimization Director
Citi

Lesley Shaw

Vice President, Enterprise AML, Analytics, Risk and Operational Excellence
BMO Financial Group

Track A: General Session

3:25 PM - 3:50 PM Case Study: Creating an Automation Center of Excellence

Ricardo Badillo, Director, Business Process Management, Western Union
  • Does it make sense to have one group focused on rolling out this technology across the whole enterprise?
  • How do you get c-suite buy in for this centralized function?
  • How do you pick who should sit in this center of excellence?
  • How do you get the whole company behind your mission and get the transparency you need across departments to understand what functions need automation?

Ricardo Badillo

Director, Business Process Management
Western Union

Track B: AI Deep Dive Network

2:45 PM - 3:50 PM AI Deep Dive Network

Join 20-25 of your peers who are currently working on implementing or piloting AI at their business, whether it be for a back office or front office capacity. During this hour and fifteen minute long closed door session, we will talk about the following challenges and opportunities facing AI innovators within financial services:

1. What Tech to Apply to What Problem?
  • What types of problems are you using AI or machine learning to solve?
  • How do you know the right type of AI to apply to which problem given the variety of different types of AI and their functionality (deep learning vs. natural language processing, baysian vs. non-baysian, etc.)

2. Finding and Attracting Data Engineers and Scientists for Your AI Team
  • Data scientists are the future of your company. They understand how to manipulate your most precious asset to gain insights into how your company functions and what it can do to function at the highest level possible.
  • How are you identifying and hiring the right talent to drive all of this?
  • How are you reaching out to the right people? Campus fairs? Online?

3. How Do You Measure Success? Understanding the ROI of AI
  • What metrics will be evaluated by your c-suite to ensure ROI?
  • Will they simply be looking at cost savings and speed of efficiencies?
  • How do you measure the efficiencies that have been created?
  • Do less tactile metrics like increased job satisfaction and standardization of processes come into play?

3:50 PM - 4:30 PM Afternoon Networking Break in the Solutions Zone

Join your peers for a coffee or light snack during our networking breaks in the solutions zone. These breaks are the perfect opportunity to chat over all of the content you've taken in from our speakers.

Join 10-15 of your peers and the roundtable leader to share your challenges and brainstorm solutions in front of mind topics. One hour, two topics: Dedicate 40 minutes to one topic and then rotate to tackle another topic.

1. Establishing a Data Centric Organization
2. Kronos Roundtable
3. Finding the Right Data Scientists for Your Team
4. Informatica Roundtable: Taking Data Governance to the Next Level- What is the Next Level?
5. Unifi Software Roundtable
6. Automation is Not Just An Interest, It is a MUST HAVE: Selling the Benefits and Negating the Risks of Automation and AI to Internal Stakeholders

If you are interested in leading a roundtable at this time, please contact James Miguel- james.miguel@wbresearch.com

Peter Ku

VP and Head of Industry Consulting Americas
Informatica, LLC.

5:50 PM - 6:50 PM Welcome 'San Francisco Sips' Cocktail Reception



6:50 PM - 6:55 PM End of FIMA AI Day One