IN-PERSON

Southern California CDAO Executive Summit

May 22, 2025 | Marriott Long Beach Downtown

May 22, 2025
Marriott Long Beach Downtown

APPLY TO PARTICIPATE

Collaborate with your peers

Get together with Southern California'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:

Scaling Intelligence with AI and ML

Driving Measurable ROI with Strategic Data Insights

The New Era of Data Leadership

Southern California 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

Meetali Agarwal

Domino's
VP & Head of Global Data

Mike Burkes

Ultra Mobile
SVP, Enterprise Information Management (CDO)

Prachi Priya

HP Inc.
Global Head of Digital Products

Matt Smith

Microsoft Corporation
Chief Data Officer - West Enterprise Operating Unit

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 Southern California 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


May 22, 2025

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

8:30am - 9:15am  Keynote

Disruption Proof: High-Performing Teams that Conquer Change

Vijay Pendakur, Ph.D. headshot

Vijay Pendakur, Ph.D.

Team Effectiveness Coach

Guest Speaker

In today’s fast-moving tech and security landscapes, disruption is inevitable — but it doesn’t have to derail your team’s performance. In this high-energy, 30-minute keynote, Dr. Vijay Pendakur will explore why disruption often leads teams to get stuck and how this stagnation threatens business success. Vijay will share his Alchemy of Talent model and explain how leaders can increase productivity and efficiency on their teams, even when it feels like we’re working in an endless earthquake!

Attendees will learn:

  • Why disruption can lead to stuck teams and how to avoid it
  • The critical impact of stuck teams on business performance and results
  • How to make your teams more resilient, adaptable and willing to learn from failure

This keynote offers actionable strategies and real-world insights to help teams navigate change, unlock innovation and perform at their best when it matters most.

9:15am - 9:40am  Networking Break

9:40am - 10:25am  Breakout Session

The AI-Native MDM Journey — Lessons Learned

Anthony Deighton headshot

Anthony Deighton

CEO

Tamr

Sean Oldroyd headshot

Sean Oldroyd

Manager - Software Engineering

CHG Healthcare Services

High-quality data is critical to business success, yet traditional MDM solutions are costly, slow to implement and often fail to deliver real value. AI-native MDM offers a different approach, enabling businesses to quickly and cost-effectively turn data into a dynamic, trusted asset. By leveraging AI, organizations gain greater speed, agility and results — but MDM still remains a journey requiring continuous refinement to unlock its full potential.

Join this session with Tamr’s CEO and CHG Healthcare’s head of MDM to hear real-world lessons about their MDM journey, including the need to:

  • Assess data quality and align with clear business goals
  • Leverage AI to unify, clean, and enrich data, ensuring accuracy and consistency
  • Integrate trusted data into key business systems in real time for maximum benefit

9:40am - 10:25am  Executive Boardroom

Executive Boardroom Hosted by Hewlett Packard Enterprise & NVIDIA

More details coming soon.

9:40am - 10:25am  Executive Boardroom

Building a Modern Data Foundation for AI and Innovation

Mark Van de Wiel headshot

Mark Van de Wiel

Field CTO

Fivetran

Zefa Hakim headshot

Zefa Hakim

Head of Data Products

Yelp

Yiqun (Helen) Li headshot

Yiqun (Helen) Li

Executive Director of Data & Analytics in BR&D, Digital Transformation

Eli Lilly and Company

In today's data-driven world, organizations must maximize the potential of their data — from building predictive analytics and ML models that power deeper insights into customer behavior, to building GenAI applications. Replicating data across all sources fuels innovation and drives better business outcomes, while modernizing data movement ensures secure and reliable access to centralized data. Join this boardroom to delve into this core topic and learn how technology leaders are modernizing their data platforms and automating processes to get the most value from their data.

During this boardroom, you will discuss:

  • Establishing a framework to manage structured and unstructured data
  • Improving data readiness for predictive analytics, GenAI applications and ML models
  • Building an approach to data management that gives rise to reliable, accessible data

10:25am - 11:10am  Networking Break

10:35am - 11:00am  Peer-to-Peer Meetings

Peer-to-Peer Meetings

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

11:10am - 11:55am  Breakout Session

Strengthening Your Data Foundation for AI Readiness

Steven Eliuk headshot

Steven Eliuk

VP & CTO, Data, AI & Governance for Software Development

IBM

Organizations face exponential growth in data volume and complexity, with data in diverse locations, formats and quality levels. Its value depends on usability, requiring real-time decisions and insights. To scale accurate, performant generative AI, organizations must unify data access, management and preparation of high-quality unstructured and structured data.  

Join this session to explore how to: 

  • Face the challenges presented by unstructured data in your AI initiatives 
  • Deliver continuous ROI through better AI governance
  • Build on your hybrid and open data foundation to get to the next stage of AI

11:10am - 11:55am  Executive Boardroom

Transforming Data from Privilege to Right

Sarath Ramaswami headshot

Sarath Ramaswami

Senior Vice President, Data

American Homes 4 Rent

Jonathan Sepe headshot

Jonathan Sepe

Deputy Chief Privacy Officer – U.S. RJF

Raymond James

Traditional gatekeeping of information is rapidly becoming an obsolete and counterproductive strategy that undermines organizational agility and collective intelligence. Despite significant technological advancements, most organizations still treat data as a privileged resource, creating significant barriers that limit innovation, restrict strategic insights and perpetuate hierarchical knowledge structures. To address these challenges, forward-thinking leaders must develop comprehensive strategies that democratize data access that balance accessibility with security and compliance. How can data leaders transform data gatekeeping from a fortress to a flexible, empowering ecosystem?

Join this roundtable discussion as peers discuss:

  • Overcoming challenges in existing data access paradigms strategically
  • Empowering teams through transparent, inclusive data practices
  • Designing adaptive governance models balancing accessibility and security

11:10am - 11:55am  Executive Boardroom

Making Analytics Work for Business Leaders

Trisha Mitra-Nedic headshot

Trisha Mitra-Nedic

Chief Analytics Officer

LA County Dept of Health Service

Abhijeet Kumar headshot

Abhijeet Kumar

Head, Marketing Analytics

Providence

If analytics aren’t directly tied to business KPIs, you’re leaving strategic value on the table. Leaders must establish clear frameworks that translate technical insights into measurable business outcomes. By linking analytical findings to executive priorities, you’ll maximize ROI and empower decision makers with actionable intelligence. This alignment is the key to building a truly data-driven culture and making analytics investments count.

Join this roundtable discussion as peers discuss:

  • Bridging the gap between analytics and KPIs
  • Using AI to turn data into strategic insights
  • Aligning analytics with business goals to maximize ROI

11:55am - 12:30pm  Lunch Service

12:30pm - 1:05pm  Keynote

Building Smarter Data Strategies for Real Business Impact

Yorck Einhaus headshot

Yorck Einhaus

Global Chief Data Officer

Liberty Mutual

Prachi Priya headshot

Prachi Priya

Global Head of Digital Products

HP Inc.

Winning in today’s market means turning data into your biggest advantage. Despite its potential, organizations often struggle with fragmented data systems, poor data quality and rapidly shifting technologies that make execution challenging. To address these hurdles, data leaders must prioritize clear governance frameworks, adopt scalable technologies and cultivate a culture that values data literacy and collaboration. By doing so, organizations can unlock the true value of their data, leading to improved performance and a competitive edge in the market.

Join this fireside chat as peers discuss how to:

  • Prioritize aligning data strategy with business goals
  • Address data silos and quality issues head-on
  • Empower teams to make smarter, data-driven decisions

1:05pm - 1:30pm  Break

1:05pm - 1:30pm  Networking

Elevating Women in Data

Kathi Chandler-Payatt headshot

Kathi Chandler-Payatt

Head of Content Aquisition

LG Electronics

Join us for an informal networking break exclusively for women in leadership and their allies. Connect and build relationships with like-minded leaders in Southern California 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).

1:30pm - 2:15pm  Breakout Session

Driving Success Through AI Product Creation

Shub Agarwal headshot

Shub Agarwal

Senior Vice President of Product Management, Data, Platforms and AI

U.S. Bank

AI's transformative power demands a strategic, not reactive, framework. Data leaders are wrestling with a complex triad — integrating legacy systems, navigating ethical minefields and proving ROI. In order to deploy successfully, leaders must design a framework that ensures scalable and impactful AI product development.

Join Shub Agarwal, AI product leader and author of Successful AI Product Creation, as he shares a battle-tested framework for:

  • Aligning AI with business strategy to drive measurable ROI
  • Scaling AI from research to production for real-world impact
  • The future of AI products, reshaping user experiences while ensuring responsibility

1:30pm - 2:15pm  Executive Boardroom

Benchmarking and Justifying D&A Spend

JC Martel, PhD headshot

JC Martel, PhD

Senior Director, Data & Analytics

Gartner

Usman Quddoos headshot

Usman Quddoos

VP Data & Chief Data Officer

DIRECTV

André Vargas headshot

André Vargas

Chief Data Officer

CAA

The Gartner Chief Data and Analytics Officer Agenda Survey for 2024 found that budget and resourcing constraints are the top challenge for data leaders. Many grapple with justifying investments and understanding how their strategies stack up against industry peers. Optimizing D&A spend, budgets, and staffing is critical to overcoming these challenges. Leaders who master these areas elevate their influence, drive measurable business impact, and secure long-term investment.

Join Gartner experts in this roundtable discussion to hear:

  • Insights into how your D&A budget, staffing, and structure compare to industry peers
  • Maximize the value of your D&A investments and align them with business priorities
  • Communicate impact in a way that secures long-term investment

1:30pm - 2:15pm  Executive Boardroom

Navigating Data Trust to Success

Jon Crosier headshot

Jon Crosier

CTO

Kilroy Realty

Heidi Liu headshot

Heidi Liu

Director, Data & AI

Pacific Dental Services

Rebecca Maffei headshot

Rebecca Maffei

CIO

Fashionphile

In the digital economy, CDAOs face the critical task of ensuring data's trust and reliability, essential for informed decision making and strategic advantage. CDAOs are challenged with implementing rigorous governance, adopting advanced technology for data quality and cultivating a data-literate culture. Aligning data strategies with business objectives not only ensures compliance, but also positions data as a pivotal force for competitive differentiation.

Join this session to discuss:

  • Establishing robust governance for data trust building
  • Adopting technology to ensure data quality
  • Fostering organizational culture for data literacy

2:15pm - 3:00pm  Networking Break

2:25pm - 2:50pm  Peer-to-Peer Meetings

Peer-to-Peer Meetings

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

3:00pm - 3:45pm  Executive Boardroom

From Static Data to Intelligent Automation

Deepak Jose headshot

Deepak Jose

Vice President - Head of Data Sciences & Business Intelligence (Data & Analytics)

Niagara Bottling

Yogesh Joshi headshot

Yogesh Joshi

SVP Global Data and Analytics

TransUnion

Agentic AI is revolutionizing data strategy, empowering leaders to automate decision making and optimize operations with minimal human intervention. However, success depends on more than just adoption — it requires strategic implementation, governance and risk mitigation to drive real business impact. The question isn’t if, but how you will harness agentic AI to gain a competitive edge.

Join this roundtable discussion as peers explore how to:

  • Unlock autonomous AI for smarter, faster data-driven decisions
  • Mitigate risks by mastering AI governance and bias control
  • Drive real business impact with scalable agentic AI strategies 

3:00pm - 3:45pm  Executive Boardroom

Optimizing Infrastructure for Efficient Innovation Building

Shahin Mohammadkhani headshot

Shahin Mohammadkhani

VP, Engineering & Artificial Intelligence

United Talent Agency

Rajeev Mehrotra headshot

Rajeev Mehrotra

VP of Business Systems, Engineering, Analytics, & Big Data

Western Dental

CDAOs optimize infrastructure to fuel efficient innovation, ensuring agile access for rapid experimentation. Strong governance within these systems minimizes risk while enabling confident exploration of new solutions. By streamlining data flow and analysis, CDAOs empower teams to turn insights into action faster. This strategic infrastructure drives sustainable innovation and measurable business impact.

Join this roundtable discussion as peers discuss:

  • Optimizing infrastructure to drive agile innovation
  • Implementing strong governance to minimize data risks
  • Streamlining data flow for efficient decision-making

3:45pm - 4:00pm  Networking Break

4:00pm - 4:35pm  Keynote

Starting With Impact

Chas Murphy headshot

Chas Murphy

SVP, Data & Analytics

The Walt Disney Company

What keeps you up at night? This question resonates with every business leader. As a CDAO, you have the unique opportunity to tackle these critical challenges and drive transformative solutions across your organization. By adopting an impact-first strategy, you can align data initiatives with business objectives, accelerate value realization, and secure executive buy-in for D&A projects.

Join this executive keynote to learn how to:

  • Establish short-term milestones to deliver measurable quick wins
  • Keep stakeholders engaged and bought in on your data strategy
  • Support the entire organization by aligning data with critical business needs

4:35pm - 4:45pm  Closing Comments and Prize Drawing

4:45pm - 6:00pm  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.

May 22, 2025

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


Gartner cares about the health and safety of our community. Please review the following recommendations prior to attending the gathering.

Location


Venue & Accommodation

Marriott Long Beach Downtown
MORE INFORMATION

A block of rooms has been reserved at the Marriott Long Beach Downtown at a reduced conference rate. Reservations should be made online or by calling (562) 437-5900. Please mention Southern California Exeuctive Summit to ensure the appropriate room rate.

Deadline to book using the discounted room rate of $207 USD (plus tax) is April 28, 2025.

Your Community Sponsors


Key Sponsors
Program Sponsor

Community Program Manager


For inquiries related to this community, please reach out to your dedicated contact.

Casey Tomooka

Community Program Manager

casey.tomooka@gartner.com