In-Person

San Francisco CDAO Community

Executive Summit

November 3, 2026 | Grand Hyatt at SFO

November 3, 2026
Grand Hyatt at SFO

Collaborate with your peers

Get together with San Francisco's top CDAOs to tackle shared business challenges and critical priorities facing your role today. Participate in this one-day, local program with peer-driven topics and interactive discussions with your true C-level peers.

Join your peers to discuss the most critical issues impacting CDAOs today:

Scalable Use Cases That Demonstrate Business Impact

Strengthen AI Governance to Ensure Compliance and Manage Risks

Accelerate AI Adoption Through Workforce and Data Preparation

San Francisco CDAO Governing Body

The Governing Body Co-Chairs shape the summit agenda, ensuring that all content is driven By CDAOs, For CDAOs™.

Governing Body Co-Chairs

David Leach

PG&E
Chief Data & Analytics Officer and Chief Security Officer

Sharad Mathur

Zoom Communications Inc.
Global Head of Data & Analytics

Christopher Paskins

Platform Science
Head of Data & AI Engineering

Deep Ratna Srivastav

Franklin Templeton
Chief AI Officer

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.

Agenda

November 3, 2026

8:30am - 9:00am  Registration & Breakfast

9:00am - 9:45am  Keynote

The Future of the CDAO in the Age of AI

Raymond Collins headshot

Raymond Collins

Senior Director, Analyst, Data, Analytics and AI

Gartner

The Chief Data &Analytics Officer (CDAO) role stands at a pivotal crossroads. As AI becomes embedded across all business functions, the CDAO’s influence and ability to drive enterprise-wide value are more crucial than ever. This Gartner keynote examines how AI-ready data, cross-functional collaboration, and human-centered leadership are redefining the CDAO’s responsibilities. Senior data leaders must now make strategic choices about the future they wish to shape.

Join this session to discover:

  • How CDAOs can evolve from functional leaders to indispensable enterprise collaborators in the AI era
  • Strategies for building AI-ready data foundations that deliver measurable business outcomes
  • Why culture, influence and human-centered leadership are now as critical as technology and governance

9:45am - 10:10am  Networking Break

10:10am - 10:55am  Executive Boardroom

Rethinking Security for the Age of Agents

Thomas Mazzaferro headshot

Thomas Mazzaferro

Chief Data Officer

Cyera

Agents are becoming the biggest opportunity in the enterprise, and the biggest adversary. They read your data and act under borrowed identities, at a speed no human review process was built to match. The old question in security was how to keep bad actors out. The new one is more complex: how do you create and manage the biggest risk in your own enterprise, the agents you deployed on purpose?
Join this session to discuss:

  • Establishing a framework where data, identity, and agent security operate as one system
  • Shifting from asking whether you can trust your agents to determining what access they can be trusted with
  • Balancing innovation and risk by creating visibility needed to understand agent activity

10:10am - 10:55am  Executive Boardroom

Build Your AI-Ready Data Strategy

Kevin Fleet headshot

Kevin Fleet

VP, Technical Sales Strategy and Operations

Informatica

Alan Cordell headshot

Alan Cordell

Chief Analytics Officer

VSP Vision

Ki Lai headshot

Ki Lai

Enterprise Chief Data & AI Officer

University of California - San Francisco

Data leaders are under pressure to scale agentic AI and prove ROI fast, but most initiatives stall because of fragmented or ungoverned data, not weak models. To operate as a true Agentic Enterprise, you need a clear, intentional contract between your data systems and AI, plus governance that keeps pace as more of the workforce gains direct access to that data.

Join the discussion to explore:

  • How to structure data foundations that scale agentic AI without ballooning cost or risk
  • Governance models built for agentic workflows with control and auditability at machine speed
  • Practical ways to extend safe, self-serve data access across the broader workforce

10:55am - 11:40am  Networking Break

11:05am - 11:30am  Peer-to-Peer Meetings

Peer-to-Peer Meetings

Connect with like-minded peers in a 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.

11:40am - 12:25pm  Executive Boardroom

The Real Bottleneck in AI Isn't the Model

Ryan Trimberger headshot

Ryan Trimberger

CEO

4MINDS

The instinct is to blame the AI model when business outcomes fall short. But that reaction misdiagnoses the actual problem. Foundation models produce output, not advantage, because they’re built to reason about the world in general—not the continuously evolving context that defines your unique business.

Join this session to discuss:

  • Why the real bottleneck to enterprise AI value sits above the model layer
  • What it means to architect AI systems upon business context, rather than around it
  • How to evaluate contextual AI platforms against the outcomes that actually matter

11:40am - 12:25pm  Executive Boardroom

Open Data Infrastructure — Next-Gen Data Architecture

Amy Peterson headshot

Amy Peterson

Senior Director of Product Management

Fivetran

Open Data Infrastructure is essential for organizations in the AI era, helping leaders scale analytics and AI while maintaining control. CDAOs must balance innovation, flexibility and cost as data platforms expand.

Join this session to learn about:

  • Designing interoperable architectures to avoid lock-in
  • Applying openness to semantics, metadata and governance
  • Enabling AI and operations with flexibility and cost transparency

12:25pm - 1:00pm  Lunch Service

1:00pm - 1:35pm  Keynote

Driving Value in the Agentic Era — CDAO Framework

As data leaders navigate the agentic era, the focus shifts from reactive analytics to orchestrating proactive, high-ROI agentic workflows that bridge infrastructure and business value. This framework invites discussion on integrating operational intelligence, proactive security, and board-level governance to accelerate enterprise AI transformation. 

In this keynote we'll explore how to:

  • Automate high-impact, low-risk workflows to realize agentic value
  • Integrate security and trust with centralized, transparent oversight
  • Align agentic initiatives with strategy via structured governance and monitoring

1:35pm - 2:00pm  Break

2:00pm - 2:45pm  Breakout Session

From AI Experiments to Enterprise-Wide Impact

Xingchu Liu headshot

Xingchu Liu

Chief Data & Analytics Officer

Genentech

As Chief Data and Analytics Officers, the pressure to deliver transformative value with AI grows by the quarter. Yet disconnected tools, fragmented data foundations and slow internal adoption continue to stall long-term impact. CDAO Xingchu Liu has led the development and execution to meet this moment, implementing a pragmatic framework for moving from tactical AI experimentation toward a sustainable, enterprise-wide AI strategy.

The session will focus on:

  • Designing a flexible, composable AI ecosystem
  • Prioritizing investments for maximum business impact
  • Advancing data literacy to support long-term success

2:45pm - 3:30pm  Networking Break

2:55pm - 3:20pm  Peer-to-Peer Meetings

Peer-to-Peer Meetings

Connect with like-minded peers in a 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.

3:30pm - 4:15pm  Breakout Session

Bay Area Banter — A CDAO Debate Showdown

Karl Hightower headshot

Karl Hightower

Chief Data & Analytics Officer

Stanford Health Care

Brandon Thomas headshot

Brandon Thomas

Chief Data Officer

Zions Bancorporation

Two CDAOs are going head-to-head on some of the hottest topics impacting their industry today. Both prepared to defend their takes in front of peers. Hearing divergent opinions can expand your viewpoint, but you won't be sitting on the sideline. You will pick the side you favor on each topic through interactive polling. 

This debate showdown will include:

  • The future of analyst and engineer positions 
  • Build vs buy and the risk aversion conundrum
  • Intelligence as the missing ingredient in AI

3:30pm - 4:15pm  Breakout Session

Empowering an AI-Ready Workforce

Rajesh Arora headshot

Rajesh Arora

Chief Data & Analytics Officer

Principal Financial Group, Inc.

As organizations move beyond experimentation, the challenge shifts from teaching AI to driving real-world use. Hear how Principal built a foundation of AI literacy across its workforce and is leveraging it to accelerate adoption, support responsible use and create value. This session explores what it takes to turn AI awareness into meaningful adoption at scale. Lessons learned, challenges encountered and strategies for embedding AI into everyday work.

This session will focus on:

  • Building a foundation of AI literacy across the workforce
  • Accelerating adoption through everyday AI use
  • Sustaining momentum through continuous learning and capability building

3:30pm - 4:15pm  Executive Boardroom

Shift Happens — Navigating Organizational Change in the New Age

Mike Doll headshot

Mike Doll

VP, Data

Guitar Center

AI adoption hinges on effective change management, not just technology. Explore how CDAOs can guide their organizations through cultural shifts, empower teams to adapt, and foster buy-in at every level. Gain practical approaches for navigating resistance, building momentum, and ensuring long-term success in an AI-driven world.

Join this boardroom session to discuss:

  • Strategies for leading organizational change and building AI-ready teams
  • Approaches to overcoming resistance and driving cultural transformation
  • Best practices for sustaining momentum and engagement during AI adoption

4:15pm - 4:30pm  Networking Break

4:30pm - 5:05pm  Keynote

Beyond Fluency — Raising the Bar for Organizational Data and AI Mastery

Vivian Tan headshot

Vivian Tan

CDAO

Kaiser Permanente

For Chief Data and Analytics Officers, the goal is no longer just data and AI fluency; it’s building true mastery across the organization to generate ROI. As AI transforms access to information the most effective CDAOs foster environments where everyone, from leadership to the front lines, enables and accelerates the time from data to actionable insights.

In this keynote, Kaiser Permanente’s CDAO shares lessons learned on:

  • Identifying where our teams can drive the greatest business impact and scaling across a broad and diverse workforce
  • Measuring and communicating that impact to c-level leaders
  • Establishing robust "human-at-the-center" governance to ensure responsible, secure and compliant use

5:05pm - 5:15pm  Closing Comments and Prize Drawing

5:15pm - 6:15pm  Governing Body Reception

Governing Body Reception

Finish the day sharing lessons learned with your peers over light fare and drinks at this closing reception hosted by your governing body members.

November 3, 2026

We look forward to seeing you at an upcoming in-person gathering

Gartner cares about the health and safety of our community. If you are feeling unwell, please refrain from attending the conference. At this time, Gartner does not have any health-related requirements in place for attendance. Should this change, we will follow up with updated guidance.

Location

Venue & Accommodation

Grand Hyatt at SFO
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For inquiries related to this community, please reach out to your dedicated contact.

Casey Tomooka

Community Program Manager

casey.tomooka@gartner.com