Entity Data Management - Strategic Options and Approaches

  13th April 2016, 3:30pm - 5:30pm

      Sapient Global Markets, Spitalfields, London

RATIONALE FOR THE EVENT

In games of sport, consistent winners have a range of capabilities enabling them to overcome challenges they face.  Capabilities include strategy, management, talent, research, training programmes, teamwork and collaboration.

The winning managers are those who can join-up these individual capabilities to deliver consistent high performance teams.

Entity data is fundamental to banks and investment firms. It needs world class management and capabilities to master the challenges facing financial organisations.

The EDMworks Data Practitioner event on April 13th addresses these challenges and provides a collection of industry experts to describe the essential capabilities and explain how to develop them.

The purpose of this event is to explore multiple perspectives on the subject to provide you with greater breadth and depth in order to help you develop your own specific strategy to meet the unique and complicated entity data challenges that come your way.

AGENDA

Welcome & Introduction

Dennis Slattery, Chief Executive, EDMworks
Sally Hinds, Managing Director, Data Management Consultancy Services

Entity data underpins the financial world so it is crucial to have clear view of the challenges together with a realistic assessment of the tools and resources necessary to successfully address them.  In this opening session we describe:

- The Entity Data Landscape
- “What does good look like?”  An architectural perspective and overview of capabilities required for successful management of entity data.

External capabilities: Data Vendors and Utilities

Moderator: Sally Hinds, Managing Director, Data Management Consultancy Services
Mark Davis, General Manager, Avox/DTCC
Andy Adams, Head of Financial Regulatory Solutions EMEA, Thomson Reuters

The supply of high quality entity data and related utility services is a central pillar of successful entity data management.   What is the current state of external data and utility service provision?  In this session, Sally Hinds interviews two of the industry’s leading firms to assess:
- External data services
- Current status of Utility Models
- External/internal integration capabilities for creation of ‘Golden Record’
- Experiences so far and trends for the future.

Governance capabilities: Processes, tools and accountabilities

TBA, Sapient Global Markets
Darius Clayton, Director, Diaku

Governance is now mainstream.  What does this mean in terms of Entity data management and what are the realistic capabilities of tools to help manage this complex universe.  In this session industry experts from Sapient and Diaku provide insights into:
- Effective strategies for governing entity data
- Current capabilities of information mapping tools and techniques for managing entity data universes
- Data ownership and senior management accountabilities

Developing the capabilities of your people.

Dennis Slattery, Chief Executive, EDMworks

The creativity, motivation and persistence of people makes the difference.  Ultimately it is your people who will deliver successful entity data management.

In this session Dennis Slattery explains the essential training programmes and outcomes for effective entity data management at all levels throughout the organisation.  The session reviews the skills and competencies required and alternative delivery mechanisms.

End user panel: Q & A Discussion

Moderator: Andrew Delaney, President, A-Team Group
Julia Sutton, Head of Group Customer Data Strategy, Group Data Services, HSBC
Sue Baldwin, Global Reference Data Controls Director, J.P. Morgan
Neville Homer, Head of RWA Reference Data and Data Services, Royal Bank of Scotland

We have covered a lot of ground in the previous sessions. Now it is time to hear from the end users who are making this happen within their firms.  Andrew Delaney will moderate a panel of experts and take questions from the floor.

Close and final remarks

Dennis Slattery, Chief Executive, EDMworks
Sally Hinds, Managing Director, Data Management Consultancy Services

Drinks, refreshments and networking

Courtesy of Sapient Global Markets

EVENT INFORMATION

Doors will open at 3pm for a 3:30pm start. The talks will finish at 5:30pm at which point the networking reception will begin.

The event is free to attend. Expected attendance (based on previous records) is between 60 to 80 people.

If you have any queries regarding the event please email support@edmworks.com.

Andy Adams, Head of Financial Regulatory Solutions EMEA, Thomson Reuters

Andrew Delaney, President, A-Team Group

Darius Clayton, Director, Diaku

Dennis Slattery, Chief Executive, EDMworks

Julia Sutton, Head of Group Customer Data Strategy, Group Data Services, HSBC

Mark Davis, General Manager, Avox/DTCC

Neville Homer, Head of RWA Reference Data and Data Services, Royal Bank of Scotland

Sally Hinds, Managing Director, Data Management Consultancy Services

TBA, Sapient Global Markets

Sue Baldwin, Global Reference Data Controls Director, J.P. Morgan

In order to register for the event you will need to enrol on the course that we have set up specifically for the event. Simply click the red button below to be taken to the course enrolment page.

If you have already registered on our website you will need to login then you can enrol immediately. If you have not yet registered on our website you will need to create an account then enrol on the course. Instructions on how to create an account are provided on the subsequent webpage.

Once you have logged in, you will be presented with an enrolment page. Simply click the green "Enrol me" button at the bottom of the page and you will now be registered.

As a registered delegate, you will be able to access the course page where you will find many useful resources including guides and handbooks, videos, more detailed event information and links to download the presentations (after the event) as well as a forum where you can discuss the topics of the event with your peers both before and after the event.

If you have any queries or issues please email support@edmworks.com.