Dan Shannon

Driven by billions of dollars in fines, increasingly harsh enforcement actions for client data quality issues and Know Your Customer (KYC) breeches, many banks have a renewed focus on managing the quality of their customer data. In addition, the BCBS239 principles and the regulatory focus on Conduct Risk are compelling banks to take steps now to improve customer data management. Line of business managers are taking on the data governance challenge, but are firms providing a robust and effective technology environment to support their data management goals? In this session you will learn:
o The drivers and practical goals of an effective data governance process
o The technology components that make up an ideal data governance ecosystem
o Real life examples of two global banks using this approach successfully

Since the earlier part of the day was jam-packed with detailed presentations and thought-provoking panel discussions, here’s your opportunity to be part of the discussion! Sit with many of the day’s speakers to ask questions about their presentations, share your thoughts, and dive deeper into your challenges. Additional roundtable topics not yet discussed in the earlier sessions are available too. You pick which roundtables to partake in – choose the ones relevant to your most pressing initiatives and send your team mates to others to cover full ground. Each Roundtable discussion lasts 20 minutes – choose 3!
1. Strategies For Managing Data Quality Remediation
Daniel Maury, Group Finance Data Program, Managing Director, UBS
2. How To Keep Data Governance Alive?
Daphne Guerci, Senior Director, Data Management, Caisse de dépôt et placement du Québec
3. Moving From Tactical Data Governance To Strategic Data Governance
Michael Miller, Global Finance Information Architect, Global Finance IT, HSBC
4. Implementing The Process For Applying Data Quality
Bruno Giordano, Vice President - Data Governance Systems, Brown Brothers Harriman
5. Overcoming The Challenges of Client Data Issues
Alex Dixon, Global Head of Client Onboarding, Transitions & Reviews, UBS
6. Emerging Tools To Drive Data Governance Forward
Ashok Kumar, SVP of Business Data Management, Citi
7. Walk The Talk – Operationalizing KYC & Client Data Governance Initiatives
Dan Shannon, Director, Solutions Engineering, Trillium Software, A Harte Hanks Company
8. Managing Reference Data Services For The New CDO
Preetham Kamesh, Head of Data Management Services, Business Unit, IGATE Corporation