Day 2 Agenda
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Morning Keynotes
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8:20
REGISTRATION & LIGHT BREAKFAST
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8:50
Chair’s opening remarks
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9:00
Opening Panel Discussion: Accelerating Digital Transformation Through Effective Data Management
• What are the biggest data management challenges that slow down digital transformation, and how can they be overcome?
• How can organizations balance data quality, governance, and scalability to accelerate digital initiatives?
• What role do AI and automation play in enhancing data management for a seamless digital transformation?
• How can businesses effectively measure the impact of their data management strategies on digital growth?Panelists:
Venkat Achanta, Chief Technology Data and Analytics Officer, TransUnion
Rafique Awan, VP Director, Information & Solution Architecture, MFS INVESTMENT MANAGEMENT
Randall Gordon, Head of Data Governance, CROSS RIVER -
9:40
The Future-Facing CDAO: Leading with Vision, Velocity, and Data-Driven Impact
• How future-focused CDAOs are aligning data strategy with long-term business goals, customer-centric innovation, and emerging technologies like GenAI
• Building agile data organizations that can move fast—balancing governance with experimentation, and enabling real-time, high-impact decisions
• Translating data investments into tangible business outcomes by embedding analytics into core operations, managing risk, and demonstrating value to the C-suite -
10:10
Competing in AI with a Game-Changing Platform Mindset
Venkat Achanta - Chief Technology Data and Analytics Officer - TRANSUNION
• Solving complex data challenges with a unified, scalable platform that balances governance and agility
• Enabling AI-powered collaboration across business and technical teams to accelerate innovation
• Real-world applications of AI and machine learning in modern data management and decision-making
• Building resilient, future-ready data ecosystems that support continuous learning and adaptability
• Lessons from TransUnion’s journey in adopting a platform-first approach to AI transformation -
10:40
NETWORKING BREAK
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11:10
Panel Discussion: AI is Changing the Relationship Between Data and the Business, as CDO/CDAO Are You Ready?
• How to support the transition from decision support (charts and graphs) to decision automation (models)
• Managing accountability for the Amplified Value and Amplified Risk of AI (AI Governance)
• Scaling AI despite unprecedented operational complexity (AI Change Management)
• How to embrace the CDO/CDAO responsibility as the Enterprise AI leader (AI Portfolio Management)Panelists:
Sam Marks, Director of Business Strategy & Analytics, BOSTON BRUINS & TD GARDEN
Frederique De Letter, Head of Data Analytics & AI, PLANTE MORAN -
11:50
Track Panel Discussions
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11:10
Track Panel Discussion: From Data Analyzer to Decision Enabler to Business Driver - How to Elevate Your Organization’s Data Analytics Maturity
• How do you know when your organization is ready to move beyond basic analytics?
• What’s needed to position analytics as a core business driver, not just a support tool?
• How do you balance innovation and governance as analytics capabilities grow?
• What are the main blockers to analytics maturity—and how have you overcome them?Panelists:
Rita Fuller, Corporate VP Center for Data Science and Artificial Intelligence, NEW YORK LIFE INSURANCE COMPANY
Jasper Cannon, Strategy Consultant, CANNON STRATEGY CONSULTING -
11:10
Track Panel Discussion: Proving the Value: Measuring and Communicating the ROI of Analytics Initiatives
• How to align analytics KPIs with broader business goals to track meaningful impact
• Balancing financial outcomes (e.g., cost savings, revenue growth) with intangible benefits like improved decision-making and customer experience
• Balancing financial outcomes (e.g., cost savings, revenue growth) with intangible benefits like improved decision-making and customer experience
• Balancing financial outcomes (e.g., cost savings, revenue growth) with intangible benefits like improved decision-making and customer experiencePanelists:
Kevin Kramer, Former SVP, Data Science & Analytics, RECOVERY CENTERS OF AMERICA -
11:10
Track Panel Discussion: Scaling Data & Analytics to Accelerate Your AI Journey
• What are the foundational elements needed to successfully scale data and analytics in support of AI initiatives?
• How can organizations strike the right balance between speed, scalability, and governance when building AI-ready data architectures?
• What lessons have you learned from scaling AI across the enterprise, and what would you do differently in hindsight? -
12:30
LUNCH
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Breaking into Eco-System Tracks
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Data Dive – All things Data
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1:30
Panel Discussion: Building a Data-Driven Culture: Turning Vision into Everyday Practice
• How executive support and consistent messaging shape organizational mindset around data
• Translating high-level data goals into practical behaviors, tools, and workflows
• Equipping employees with the right data literacy and tools to make informed decisions at every level
• Using success stories and feedback loops to reinforce a culture of data use and continuous improvementPanelists:
Thomas Shola, Former Chief Risk Information & Privacy Officer NORTHERN BANK
Jasper Cannon, Strategy Consultant, CANNON STRATEGY CONSULTING -
2:10
Linking Data Strategy to Business Strategy - How Data Projects can be Prioritized Based on their Potential Impact on Key Business Objectives
Thomas Shola - Former Chief Risk Information & Privacy Officer - NORTHERN BANK
• Strategies to generate revenue from data, such as through data products, services, insights, or a modern data- and analytics platform
• How a modern data infrastructure and technologies supports the business strategy
• Strategies and experience with fostering a culture where data is valued and used effectively by all employees -
2:40
Mastering Data Governance: Frameworks, Policies, and Processes for Unwavering Quality and Compliance Roles and Responsibilities Within Data Governance Structure
• Developing policies for data quality, security, and privacy
• Designing processes for data collection, storage, and management
• Best practices for data integration and interoperability -
3:10
Let’s head back to the general session
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AI Wonderland – All things AI Stage
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1:30
Panel Discussion: Leveraging AI for Good: Empowering Data Leaders to Create Lasting Positive Impact
• How can data and AI leaders ensure ethical and responsible AI deployment while still driving innovation?
• What are some real-world examples where AI has been used to generate measurable social or environmental impact in financial services?
• How can organizations empower their data teams to prioritize “AI for Good” initiatives alongside business objectives?
• What frameworks or partnerships are essential to scaling AI solutions that serve the greater good across industries? -
2:10
Preparing Your Data for AI Success: Strategies and Best Practices
• Defining what constitutes AI-ready data and why it is crucial for achieving successful AI outcomes
• How should you do this, and what are others doing?
• Exploring how clients and vendors are currently preparing their data for AI
• Best practices and recommendations for getting data AI-ready -
2:40
Conversational AI Evolution: A Product Primer on What it Takes to Build Conversation Driven Digital Applications that are Future Proofed and Meet Enterprise User Needs
• Pre ChatGPT: Natural Language Understanding (NLU) driven architectures and why they were successful
• ChatGPT: Advent of large language models and their impact on conversational AI design, development, and deployment. Do we abandon the old in pursuit of the new?
• Post ChatGPT: How do enterprise conversational AI systems evolve to meet existing and future challenges. What are some good design principles to keep in mind while building for the future? -
3:10
Let’s head back to the general session
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Afternoon Keynotes
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3:10
Data Storytelling- What Stories are Worthwhile and What is Just Noise? How Can you Tell the Most Effective Story Using your Data?
PANEL DISCUSSION: Driving Efficiency and Innovation: Data Quality Management: Ensuring Accuracy, Consistency, and Reliability
• Techniques for assessing and improving data quality.
• Common data quality challenges and how to address them.
• Tools and technologies for monitoring and maintaining data quality
Eric Higgins, Vice President, Global Online Data Science, THE ESTÉE LAUDER COMPANIES INC.
Joe Delpercio, Director, Analytic Services, ZEUS INDUSTRIAL PRODUCTS
Bappaditya Roy, Chief Cloud Architect, THE TJX COMPANIES, INC -
3:40
Closing Panel Discussion: Understanding the Need for Speed: Making AI a Priority for Every Part of the Business
• Why being slow to adopt AI can hinder a company’s ability to remain competitive in today’s rapidly evolving business landscape
• Examples of AI tools and strategies that are revolutionizing processes, improving decision-making, and enhancing overall business agility
• Addressing challenges like resistance to change, skill gaps, and the need for cross-departmental collaboration to successfully implement AIPanelists:
Jasper Cannon, Strategy Consultant, CANNON STRATEGY CONSULTING
Frederique De Letter, Head of Data Analytics & AI, PLANTE MORAN
Andrew Patricio, Chief Data and AI Officer, UNIDOSUS -
4:10
SESSIONS CONCLUDE
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