John A. Bottega

As the role of the CDO continues to evolve, the office of the CDO is also taking shape. While every CDO may feel they’re unique, many are undertaking the same tasks including setting up an office of the CDO and staffing the group. Whether the office is an operational hub or more technology oriented, the people that support the CDO have to ensure data quality. Hear what this insightful panel has to say about what it takes to establish an office of the chief data officer.
o Ascertaining what a chief data office means to the firm and where it should be situated
o Establishing the position and staffing the group: boundaries, roles and responsibilities
o Determining how to be an operational hub that supports the CDO
o Identifying the proportions and methods to balance operations and technology

This session will explore risk data aggregation activity. Expert panelists will examine RDA from a data management perspective. Take a closer look at the concept of approaching RDA by applying best practices to the data management principles. Gain insight on how to create a common template and lexicon with the regulators as banks strive to adhere to the principles.
o Drilling down to a level that loops into LEI and Dodd-Frank,
o Uncovering factors to take into consideration with EMIR and FATCA if you want to go global
o Evaluating BCBS principles affecting risk and aggregation and reporting
o What it takes to manage reporting requests, capital calculations and leverage ratio
o Challenges for risk data collection,
o Measuring data quality and remediation of DQ issues

Interactive Roundtable Discussions: 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 2!

1. Principles & Risk: BCBS 239 - Engagement And Execution, Will You Be Ready?
Brian Buzzelli, Executive Director, Head of Enterprise Data Management, Americas, Nomura America Services

2. FIBO The Next Generation Data Standard For The Financial Industry
David Newman, Strategic Planning Manager, Senior Vice President, Enterprise Architecture and IT Strategy, Wells Fargo

3. Semantic Technology And Financial Standards: Creating Synergy Between Data Analytics And Regulatory Compliance
David Saul, Senior Vice President and Chief Scientist, State Street Corporation

4. Innovative Approaches For Risk Data Aggregation And Risk & Regulatory Reporting
John A. Bottega, Senior Advisor & Consultant, EDM Council

5. Addressing Your Entity Data Challenges in a Consolidated Way
Mark Davies, Managing Director, Avox
Mathew Lewis, Head of Client Engagement, Integration & Partnerships, Clarient Global LLC