In-Person

San Francisco CDAO Community

Executive Summit

November 7, 2023 | Parc 55

November 7, 2023
Parc 55

Governing Body Agenda Location Sponsors Contact

Governing Body Co-Chairs

Patrick Bangert

Searce
SVP Data, Analytics and AI

Shadaab Kanwal

Charles Schwab
MD - Digital, Data, and Analytics

Kiran Mysore

Sutter Health
Chief Data & Analytics Officer

Christopher Paskins

Solidigm
Global Head of Data Strategy, Governance and Quality

Fauzia Saeed

McKesson
Vice President, Data Product Strategy & Governance

What to Expect

Interactive Sessions

Hear from CDAO practitioners and thought leaders on how they're solving critical challenges impacting your role today in Keynote sessions, and join smaller, interactive discussions with your peers in Breakout and Boardroom sessions.

Community Networking

Make new connections and catch up with old friends in casual conversations during dedicated time for networking designed to better acquaint you with your San Francisco CDAO community.

Peer-to-Peer Meetings

Connect with like-minded peers in a private, one-on-one setting through Peer-to-Peer Meetings. You will be matched with peers in your community based on your shared interests and priorities.

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Agenda

November 7, 2023

morning afternoon evening

7:45am - 8:30am Registration & Breakfast

8:00am - 8:30am Networking

She Leads Data— Networking Breakfast

Neelima Kodumuri

Head of Measurement & Analytics, Retail

Google

Join us for an informal networking break exclusively for women in CDAO leadership and their allies. Connect and build relationships with like-minded leaders in the Bay Area who are making an impact in their organizations and communities. Come prepared to share ideas, inspire and be inspired and forge new connections that can help empower each other to achieve your goals and broaden your perspectives.

This session is aimed at, but not limited to women who are leading the D&A function at their organizations (CDAO or equivalent). Seating priority is given to women in D&A leadership roles (CDAO/equivalent and direct reports to the CDAO/equivalent).

8:30am - 9:15am Keynote

Innovating with Integrity — Responsible AI Governance

Kelly Trindel

Chief, Responsible Artificial Intelligence

Workday

In an era revolutionized by data, analytics and AI, it's imperative for CDAOs to create trust in these capabilities. AI is an exciting and transformative technology, but it also introduces the risk of harm, particularly in the context of sensitive use cases. At Workday, responsible AI is not just a set of principles, but a robust enterprise-wide program led by a dedicated team.

Join this keynote as Workday's Chief, Responsible AI explores:

Inspiring confidence in stakeholders through responsible AI governance practices
Safeguards needed to identify and manage risks associated with AI for societal good
Navigating regulations while harnessing the power of AI to amplify human potential

9:15am - 9:40am Networking Break

9:40am - 10:25am Breakout Session

The CDAO Governance Playbook

Deepak Nelli

Sr Director, Solutions Engineering

Alation

CDAOs have a challenging dual mandate to manage corporate risk and accelerate growth using analytics. Data governance is intended to enable both, but legacy approaches have failed and are simply unequal to the explosion of modern data volumes, rapidly expanding regulation and increasingly data literate employees. In this presentation we'll examine new, successful strategies CDAOs are using to partner with business stakeholders to embed governance as a part of the corporate culture.

Join this session to learn how to:

Implement six modern data governance strategies
Define an active data governance process
Assess program maturity quickly and effectively

9:40am - 10:25am Executive Boardroom

Fueling the Future Workforce Through Data Democratization and AI

Patrick Wolf

Strategy and Value Engineering

Qlik

Brady Cole

Global Enterprise Data Officer

Equifax

Chitrang Dave

Senior Director, Enterprise Data & Analytics

Edwards Lifesciences Corporation

Vinay Reddy Ravoola

SVP, Data & Analytics

Elavon

The data and analytics workforce is undergoing a transformation, driven by data democratization and generative AI. Data democratization is empowering individuals across organizations to access and utilize data, reshaping responsibilities and breaking down silos. Concurrently, generative AI is automating tasks and enhancing human creativity in data analysis, driving efficiency and innovation in this evolving landscape.

Join this roundtable discussion as CDAOs share strategies around:

Seizing the potential of Generative AI to supercharge analytics
Innovating fearlessly and fostering a culture of creative data exploration
Prioritizing ethics and data security

Executive boardrooms are intimate and interactive sessions designed to foster dynamic dialogue around a specific, strategic topic. These private, closed-door discussions encourage attendee participation and are limited to 15 attendees (seating priority is given to CDAOs).

To reserve your seat, please contact:

casey.tomooka@evanta.com

9:40am - 10:25am Executive Boardroom

Designing a Strategic Operating Model for Business Value

Patrick Bangert

SVP Data, Analytics and AI

Searce

Arun Panneerselvam

SVP; Head of Data & Analytics Services

Bank of Montreal

Joshi Pothuri

Sr. Director - Finance & Global Data Solutions

Toyota Motor North America

As data and analytics become increasingly important to the enterprise, leaders must evaluate the most effective operating model for their business. This strategic alignment will vary across different companies, so selecting the most optimal model is essential for driving value and business outcomes.

Join this session as CDAOs discuss:

Identifying the ideal operating model for high value output
Benefits from strategic business alignment
Setting your north star as a data-driven organization

To reserve your seat, please contact:

casey.tomooka@evanta.com

10:25am - 11:00am Networking Break

10:30am - 10:55am Peer-to-Peer Meetings

Peer-to-Peer Meetings

Connect with like-minded peers in a one-on-one setting through Evanta’s Peer-to-Peer Meetings. You will be matched with peers in your community based on your shared interests and priorities.

11:00am - 11:45am Breakout Session

Strategies for Seamless Data Ecosystem Alignment

Anand Sahasram

CDO

Dodge & Cox

Amidst the data-rich environment of today's organizations, CDAOs confront the intricate challenge of aligning diverse data sources and technologies. This data ecosystem misalignment can lead to data silos, hindering efficient data utilization and decision-making. To address this issue, CDAOs must implement robust data integration strategies, foster a culture of collaboration and establish clear data governance frameworks, enabling organizations to unlock the full potential of their data assets and achieve data-driven success.

Join this session as CDAOs learn how to:

Streamline data integration for enhanced efficiency
Foster collaborative culture to break data silos
Enhance organizational agility through data alignment

11:00am - 11:45am Breakout Session

Putting AI to Work

Thomas Burke

Director, Worldwide Data and AI

IBM

AI adoption has more than doubled since 2017 and its evolution leaped forward in 2023 with advances in large language models. This advancement holds the potential to unlock trillions of dollars in economic value over the next decade. But, implementing AI for business has unique requirements – it needs to be open, properly governed, designed for the enterprise and most importantly, create value.

Explore the age of AI including:

Developing a foundational data fabric architecture to support LLMs
Delivering a competitive business advantage through strategic use cases
Deploying governed AI with responsibility

11:00am - 11:45am Executive Boardroom

Empowering Your Entire Organization with Data-Driven Insights

Vamshi Ramarapu

VP of Engineering

Actian

Zoher Karu

Chief Data & Analytics Officer

Blue Shield of California

Suraj Rao

Global Head, Advanced Analytics Office

Western Digital Corporation

Hemant Todi

Vice President, Data Analytics & Insights

Delta Dental

When the gates to organizational data are open to all, innovation and business outcomes accelerate across the enterprise as actionable insights are delivered directly to your front-line workers. However, with this vast access comes great responsibility. As companies expand self-service data, how can they ensure that data privileges and data literacy increase at the same rate to ensure success while mitigating risks?

Join this boardroom as CDAOs discuss:

Evolving from a siloed to democratized data model
Determining data privileges for data owners and users across the enterprise
Challenging your workforce to become data literate and embrace self-service data

To reserve your seat, please contact:

casey.tomooka@evanta.com

11:00am - 11:45am Executive Boardroom

Establishing and Enhancing Trust in Data

Aurore Wu

Vice President of Product Marketing

Reltio

Ralph Blore

Chief Data Architect

Visa

Flo Oswald

VP Data Strategy and Governance

Guaranteed Rate

As organizations increasingly rely on data and analytics to enable various business transformation initiatives, the need for trusted data to drive trusted insights increases exponentially. Effective D & A leaders invest in building on a trusted data foundation to provide maximum business value from core data assets.

Join this session to discuss:

Elevating organizational trust in data
Overcoming core data management challenges with faster time to value
Identifying and presenting business outcomes of core data management investments

To reserve your seat, please contact:

casey.tomooka@evanta.com

11:45am - 12:30pm Lunch Service

12:30pm - 1:05pm Keynote

Dashboards are Dead — Adopting Data Products

Sharad Mathur

Global Head of Data & Analytics

Zoom Video Communications

Traditionally dashboards have been used for business intelligence, created to solve point problems and then soon forgotten. But after 20 years of enhancements within the data and analytics space, CDAOs should leave dashboards in the past, opting for data products instead. These purpose-built applications enable organizations to drive action using rapidly evolving data insights.

Join this session as Zoom's Global Head of Data and Analytics explores:

Moving away from dashboards to tackle business challenges
Crafting a data product strategy
Securing long-term business benefits through data products

1:05pm - 1:30pm Break

1:30pm - 2:15pm Breakout Session

Navigating AI Governance - Lessons For A Responsible Framework

Deep Ratna Srivastav

Global Head of AI & Digital Transformation

Franklin Templeton

Sonali Bhagwat

Senior Director, Data Governance

Adobe

Fauzia Saeed

Vice President, Data Product Strategy & Governance

McKesson

AI has witnessed decades of growth since its 1956 inception, characterized by numerous milestones. Along this journey, organizations have grappled with trial-and-error experiences that, despite challenges, offered invaluable lessons, fostering adaptability, innovation, and resilience in their pursuit of AI-driven success. By heeding past lessons and embracing ongoing adaptation, CDAOs can ensure their organizations remain competitive and harness the latest AI advancements.

Join our engaging discussion, where CDAOs will:

Explore real-world use cases to fortify AI governance
Navigate AI's transformative history for inspiration
Safeguard the AI journey with robust governance strategies

1:30pm - 2:15pm Breakout Session

Driving Business Value with Data Democratization

Chetna Mahajan

Chief Digital & Information Officer

Amplitude

Harshal Dedhia

Head of Data Science & Data Engineering

Houzz

In making decisions about the strategy or growth of an organization, it's critical to use data. But to truly harness its power, leaders within the enterprise must understand the why behind data and democratize its use throughout the organization.

Join this session to explore:

Identifying trackable metrics for optimal decision-making
Catching regressions and pinpointing key drivers of growth
Understanding how digital products drive business value

1:30pm - 2:15pm Executive Boardroom

Accelerating Data Integration and Management for Enhanced Analytics

Girish Pancha

CEO

StreamSets

William Neil

VP Client Data and Data Architecture

First Republic Bank

Sri Saikrishnan

Vice President, Data and Intelligence

InnovAge

Sriram Sirisinahal

Head of Enterprise Data

Unity Technologies

Chief Data and Analytics Officers often encounter intricate data integration challenges within their organizations. The growing complexity of data ecosystems and the need for efficient data management pose significant hurdles. DataOps, an emerging methodology, offers a solution by streamlining data ingestion and governance processes, potentially improving data-driven decision-making and operational efficiency.

Join this roundtable discussion as CDAOs discuss:

Leveraging data for improved analytics and governance strategy
Streamlining data integration for enhanced efficiency and clarity
Mastering modern data challenges for better decision making

1:30pm - 2:15pm Executive Boardroom

Navigating the Hybrid Multicloud, AI, and Storage Transformation

Vaishali Ghiya

Vice President, Technical Sales

Equinix

Hira Dangol

VP, AI/ML & Automation Platform

Bank of America

Ashish Rastogi

Sr Dr. Global Supply Chain Management

Western Digital Corporation

Amit Sethi

VP, Data Technology & Engineering

New Relic

CDAOs today have a unique opportunity to navigate the exciting terrain of hybrid multicloud, AI, and storage transformation. Their mission is to create an architecture that seamlessly accommodates AI and next-gen storage, all while dealing with data scattered across private data centers and diverse public clouds. This demands innovative solutions that empowers data and analytics leaders to harness the full potential of their data assets while overcoming these challenges.

Join this round table discussion as CDAOs discuss:

Enable agile AI deployment for versatile hybrid multi-cloud environments
Identify cloud-suited AI workloads and select ideal solutions
Strategize a seamless transition to Hybrid AI architecture

To reserve your seat, please contact:

casey.tomooka@evanta.com

2:15pm - 2:50pm Networking Break

2:20pm - 2:45pm Peer-to-Peer Meetings

Peer-to-Peer Meetings

Connect with like-minded peers in a one-on-one setting through Evanta’s Peer-to-Peer Meetings. You will be matched with peers in your community based on your shared interests and priorities.

2:50pm - 3:35pm Breakout Session

Sharpening Your Executive Pitch — An Interactive Exercise

Francesca La O

Chief Data Officer

Early Warning

Christopher Paskins

Global Head of Data Strategy, Governance and Quality

Solidigm

CDAOs play a critical role in enabling data-driven decision making within the organization. But to effectively communicate the value of data and secure the resources necessary to drive key initiatives, CDAO's must hone their executive pitch. Join this interactive session to improve your executive pitch for the next time you’re in the hot seat.

In this session, CDAOs will work together in groups to:

Create and present executive pitch aligned to key business objectives
Share strategies to refine their messaging for a more engaging and persuasive pitch
Receive real-time feedback from your peers

2:50pm - 3:35pm Breakout Session

Unlocking Adaptive Data Governance at Scale Using Active Metadata

Austin Kronz

Director of Data Strategy

Atlan

Philip Zelitchenko

VP, Data & Analytics

ZoomInfo

When crafting and implementing a data and analytics governance framework, a traditional one-size-fits-all approach is ineffective. Data and analytics leaders must take an adaptive approach based on users and use cases. This must also be augmented, leveraging active metadata to achieve governance at scale.

Join this session to explore:

Changing perception of governance from top-down "IT responsibility" to a team effort
Identifying a "single source of truth" in the modern data stack
Leveraging active metadata for more programmatic and scalable approach

2:50pm - 3:35pm Executive Boardroom

Propelling Professional Growth and Innovation in the Data Era

Pat McManus

Senior Regional Director

Multiverse

Dave Burgess

Head of Data Engineering

Taran Singh

Head of Data Science & Analytics

Harbor Freight Tools

Priya Singhee

VP, Enterprise analytics & Data Science

Early Warning

As the data and analytics arena constantly evolves, organizations seek fresh approaches to upskill and retain highly talented data professionals. This roundtable focuses on equipping CDAOs with the tools to cultivate a diverse talent pool, bridging the vital link between academia and industry needs. By embracing these alternative pathways, CDAOs will drive skill development, fuel innovation, and become catalysts in advancing data-driven strategies.

Join this roundtable discussion as CDAOs discuss:

Empower a diverse talent acquisition
Bridge academia and industry knowledge for business growth
Drive Skills, innovation, and leadership in data-driven approaches

To reserve your seat, please contact:

casey.tomooka@evanta.com

2:50pm - 3:35pm Executive Boardroom

Making an Impact with Data and Analytics

Kiran Mysore

Chief Data & Analytics Officer

Sutter Health

Shadaab Kanwal

MD - Digital, Data, and Analytics

Charles Schwab

Cindy Muscio

Head of Data

Sunbit

When an organization views data and analytics as expenses rather than assets, ROI suffers. Discover how to create a strategic roadmap to not only increase your company's bottom line, but to also reinforce the importance and measure the impact of data and analytics within your organization.

Join this roundtable session to discuss:

Enhancing optics of your D&A program throughout the business
Tying the value of data initiatives to positive impacts in the bottom line
Creating a self-sustaining data literacy program

To reserve your seat, please contact:

casey.tomooka@evanta.com

3:35pm - 4:00pm Break

4:00pm - 4:35pm Keynote

Embracing Innovation Amid Digital Acceleration

Kevin Smith

Senior Director Analyst

Gartner

In today's digital age, the principles of leadership rooted in the industrial era are proving to be out of sync. As the rate of change increases, data and analytics leaders are in a pivotal position to guide organizations through this new era. In this session, Gartner Analyst Kevin Smith delves into strategies for CDAOs to nurture the evolution of executive mindsets, accelerating the realization of growth and value within the realm of digital transformation.

Join this session as Kevin explores:

Identifying psychological factors that limit a growth mindset, and how to overcome them
Outlining how the CDAO should lead amid disruption within the C-suite
Brainstorming actionable ideas to build change for tomorrow

4:35pm - 5:00pm Closing Reception & Prize Drawing

5:00pm - 7:30pm Private Reception

Governing Body Reception

Governing Body members host this reception for attendees to celebrate the close of the summit with an evening of peer networking.

November 7, 2023

morning afternoon evening

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