IN-PERSON

Dallas CDAO Executive Summit

June 11, 2024 | Renaissance Dallas Richardson Hotel

June 11, 2024
Renaissance Dallas Richardson Hotel

Governing Body Agenda Location Partners Contact

Governing Body Co-Chairs

Aamer Charania

Best Buy
Head of Applied Machine Learning

Jayadev Gopinath

DraftKings
SVP of Data Engineering & Data Science

Murali Kallem

Salesforce
Head of Office of Data

Sonia Khosla

Globe Life
SVP, Chief Data & Analytics Officer

Sanjeev Kumar

Gainwell
VP, Chief Data & Analytics Officer

Mano Mannoochahr

Travelers
SVP, Chief Data & Analytics Officer

Suzi Myers

Conduent
Head of Enterprise Business Intelligence

Mark Nance

American Fidelity Corporation
Chief Data Officer

Phanii Pydimarri

Health Care Service Corporation
Head of Strategic Initiatives & Partnerships

Latheef Syed

Verizon
Vice President Data Products & Governance for Data & Analytics/ AI.

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 Dallas CDAO community.

Peer-to-Peer Meetings

Connect with like-minded peers in a private, 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.

Agenda

June 10, 2024

evening

June 11, 2024

morning afternoon

6:00pm - 8:30pm Governing Body Welcome Reception

Governing Body Welcome Reception

Governing Body members host this dinner for attendees to launch the event with an evening of peer networking.

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

8:30am - 9:15am Keynote

Telling Your Data Story

Scott Taylor

Author, Telling Your Data Story

Guest Speaker

The way we talk about data is holding the industry back so it’s time to rework your “data speak”. Are you struggling with leadership support, craving stakeholder engagement and begging for proper funding? Even though you may create Gen AI wonders with your data, it won’t matter unless you explain the value in practical business terms.

Join The Data Whisperer’s rollicking and riotous review of current buzzwords and some practical tips and tricks on what you can do about it including:

Differentiating between a data management narrative and other data storytelling and data literacy efforts
Developing strategies to secure sponsorship and funding
Executing a simple storytelling approach

9:15am - 9:40am Networking Break

9:40am - 10:25am Breakout Session

Unlock Your Organization’s Knowledge with AI

Igor Jablokov

CEO

Pryon

Retrieval-Augmented Generation (RAG) has emerged as a powerful capability to help businesses efficiently access their trusted enterprise knowledge while mitigating the challenges associated with GenAI. An enterprise RAG architecture sets businesses on the path to developing its own Knowledge Cloud, serving up valuable knowledge to users instantly. Though the concept of RAG is straightforward, implementing and scaling it for an enterprise introduces complex challenges.

Join this session to discuss:

How Generative AI is revolutionizing the future of knowledge-based work
Core requirements for building an enterprise-ready RAG solution
Ways organizations can effectively deploy RAG-based AI solutions

9:40am - 10:25am Executive Boardroom

Accelerating Analytic Insights for Strategic Transformation

Mike Frasca

Field Chief Technology Officer

Reltio

Miguel Guillen

Director Data Architecture

PepsiCo

John O’Carroll

Fmr Managing Director Data and Analytics

Morgan Stanley

As AI continues to advance, the drive for more sophisticated and insightful analytics is becoming a cornerstone for strategic transformation in organizations. Yet, the journey is often obstructed by outdated systems, fragmented data landscapes and complex regulatory hurdles. The need for streamlined data management and unification has never been more critical, promising significant advancements in operational efficiency and strategic insights.

Join this roundtable discussion as CDAOs discuss:

Strategies for integrating and leveraging real-time data across the organization
Utilizing AI to enhance the productivity of data teams and the precision of analytics
Transitioning from outdated systems to a cohesive data unification framework

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: Mallory.adamson@evanta.com

9:40am - 10:25am Executive Boardroom

Crafting Conversations on Value

Brennan Weems

Vice President, Data Strategy

JPMorgan Chase

Katrina Castillo

Chief Data Officer

IEEE

Jennifer Dahl

Executive Director , Enterprise Master Data and Governance

The Clorox Company

Data and analytics leaders are pivotal in melding the complex world of data with strategic business objectives, turning data-driven insights into actionable decisions and measurable success. Yet, accurately aligning KPIs with ever-evolving organizational goals amidst the flux of data sources and technological growth poses a significant challenge. As CDAOs chart a course through these challenges, the question arises: How will they reshape the landscape of decision-making and drive organizational growth into the future?

Join this roundtable discussion as CDAOs unravel strategies to:

Synchronize data initiatives and business aspirations, crafting a unified vision
Master the evolving data-technology landscape, turning challenges into opportunities
Foster an ethos where data drives transformation

To reserve your seat, please contact: mallory.adamson@evanta.com

10:25am - 11:05am 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.

11:05am - 11:50am Breakout Session

CDAO Evolution — Branding, Trends, and Adaptability

Mark Nance

Chief Data Officer

American Fidelity Corporation

Phanii Pydimarri

Head of Strategic Initiatives & Partnerships

Health Care Service Corporation

A Gartner study reveals the average CDAO tenure is 2.4 years, highlighting the critical evolutionary journey of seasoned CDAOs as they navigate executive inclusion, adapt to rapid technological advancements, assert thought leadership, master essential skills and envision the role's trajectory. This highlights the need for CDAOs to quickly adapt and shape the future of data leadership, emphasizing their growing strategic importance.

Join this session as tenured CDAO's discuss:

Branding as enterprise data and analytics leaders
Anticipating strategic CDAO positioning with future trends
Emphasizing adaptability and continuous learning

11:05am - 11:50am Executive Boardroom

AI Readiness — Going from Big Data to Better Data

Patrick Wolf

Strategy and Value Engineering

Qlik

Pankaj Kenjale

Group VP - AI, Analytics and Data R&D

Mavenir

There is so much potential with AI, but also so many new risks. Setting the correct foundation by designing with purpose and value will lead to trusted, better data. But how do you get to this point?

Join this interactive roundtable as CDAOs discuss:

Building a robust, trusted foundation for AI
Responsibly exposing data to AI
Pinpointing the source of troubles within the tech stack

To reserve your seat, please contact: Mallory.adamson@evanta.com

11:05am - 11:50am Executive Boardroom

Data as a Strategic Asset

Vino Kingston

Head of Data Platforms & Technologies, Sr. Manager

Lockheed Martin

Atul Jain

Head of AI/ML and Data Platform Engineering and Ops

Verizon

Amar Lingam

Head of Enterprise Advanced Analytics & Data Science/AI

CDW

Data as a product transforms data management, posing challenges for CDAOs in data quality, compliance and culture. Adopting robust governance, user-centric design and collaboration, CDAOs can overcome these hurdles, unlocking innovation opportunities and guiding organizations towards value-driven data utilization.

Join this round table discussion as peers discuss:

Transforming organizational data management
Addressing data quality and compliance challenges
Unlocking innovation through strategic responses

To reserve your seat, please contact: Mallory.adamson@evanta.com

11:50am - 12:35pm Lunch Service

12:35pm - 1:10pm Keynote

CDAO Agenda 2024 — Reinvent or Become Irrelevant

Nate Novosel

Vice President - Data & Analytics Research & Advisory

Gartner

The 2024 Gartner CDAO Agenda Survey shows that with the acceleration of generative AI, CDAOs need to rapidly reinvent themselves as drivers of business innovation. The foundational capabilities of data and analytics strategy, governance and solution delivery are more important than ever. However, they need to be reframed entirely, or CDAOs risk becoming irrelevant.

Join this session to discuss three major CDAO trends identified in the Gartner 2024 CDAO Agenda Survey results:

The CDAO role is still relatively new but is drastically expanding in scope
CDAOs need to establish enabling governance capabilities, evolve quickly for AI, and demonstrate value to succeed
CDAOs that don’t keep up with these changes and deliver impact will be relegated to technology, data, or reporting functions

1:10pm - 1:35pm Break

1:35pm - 2:20pm Breakout Session

Integrating AI into Your Data Infrastructure

Ram Viswanathan

Chief Technology Officer - AI

Rackspace Technology

In the era dominated by AI, organizations seeking sustainable success must seamlessly integrate artificial intelligence into their data architecture. This entails a deliberate approach to implementation, identifying the optimal methods and areas for AI integration to maximize its impact.

Join us for an enlightening discussion on:

Strategically incorporating AI into your data infrastructure to enhance efficiency and drive innovation
Identifying key touch points within your organization where AI can deliver the most significant value
Exploring practical techniques and frameworks for successful AI integration, ensuring alignment with organizational goals and objectives

1:35pm - 2:20pm Executive Boardroom

Assigning Value to AI

Madhuri Vyakaranam

SVP, Enterprise Master and Ref Data Strategy

Citi

Sreenivas Gadhar

VP - Global Data and Analytics

Marsh McLennan

While there’s a lot of hype around generative AI, it’s more than just a buzzword. Many organizations are developing use cases to enhance internal efficiency and increase the bottom line. How can data and analytics leaders use this hype as a moment to define value and gain sponsorship for D&A initiatives beyond GenAI?

Join this round table discussion to explore:

Constructing valuable use cases for GenAI and defining measures for success
Demonstrating value and gaining buy-in from key stakeholders
Fortifying C-Suite relationships to gain sponsorship for D&A

1:35pm - 2:20pm Executive Boardroom

Data Democratization — Shattering Barriers, Driving Innovation

Murali Kallem

Head of Office of Data

Salesforce

Amberle Carter

Chief Data & Analytics Officer - CPS

State of Texas - Texas Department of Health & Human Services

Sankar Bala

Managing Director, Deal Advisory & Strategy

KPMG

Data democratization empowers individuals in organizations to access, analyze and utilize data for decision-making and innovation. Yet, challenges persist in ensuring data reliability, security and fostering a culture of utilization. CDAOs lead this transformation, navigating governance complexities and championing transparency and collaboration.

Join this roundtable discussion as CDAOs discuss how to:

Strategically navigation of governance and privacy regulations
Effectively techniques for championing transparency and collaboration
Innovative approaches to overcome data utilization challenges

2:20pm - 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 Evanta’s Peer-to-Peer Meetings. You will be matched with peers in your community based on your shared interests and priorities.

3:00pm - 3:45pm Breakout Session

Demystifying Artificial Intelligence

Manish Motiramani

Director, Analytics & Insights, Global Operation

Medtronic

Artificial Intelligence is reshaping our world, with machines that can learn, adapt, and even create. Understanding these technologies is crucial for anyone looking to remain relevant in an automated future. For those at the helm of data and analytics, understanding AI, Machine Learning and Generative AI is crucial for optimizing decision-making and staying ahead in a competitive landscape.

Join Manish Motiramani, Data and Analytics Leader at Medtronic, as he explores how to:

Understand AI as encompassing ML, which learns from data
Differentiate AI types — narrow for tasks, general mimics humans
Leverage GenAI for business content generation and analysis

3:00pm - 3:45pm Executive Boardroom

Achieving MDM Maturity — Identifying Drivers of Success

James Varkey

Head of Master Data Governance, Director

Citigroup

Tufan Arikan

Divisional Vice President, Enterprise Data Management

TriNet Group

Master data management is necessary not only for organizational success, but also for agility in times of uncertainty and ambiguity. A successful MDM program hinges on data quality, the organization viewing data as an asset and leaders ensuring the workforce has the skills needed to maintain and build on core competencies of the program.

Join this roundtable discussion as CDAOs discuss:

Assessing your MDM program's current level of maturity
Identifying the skills needed to maintain MDM
Creating metrics to track quality and success of your program

3:00pm - 3:45pm Executive Boardroom

R&D — Catalyst for Innovation

Jayant Dhamne

Vice President, Data Analytics

Signify Health

Aamer Charania

Head of Applied Machine Learning

Best Buy

Kirk Bradford

SVP, Health Informatics

Methodist Health System

Research and development for data leaders is pivotal in harnessing new technologies and methodologies for data analytics. Through innovative R&D practices, organizations can uncover actionable insights, driving strategic decision-making and operational efficiency. Consequently, this not only strengthens competitive advantage but also fosters a culture of continuous improvement and innovation.

Join this interaction roundtable as CDAOs discuss:

Elevate decision-making with predictive insights
Transform data into competitive strategic assets
Catalyze growth through continuous analytical innovation

3:45pm - 4:10pm Break

4:10pm - 4:45pm Keynote

Measuring What Counts — Key Metrics for CDAOs

Ibrahim Itani

Head of Analytics and lnnovation

Marathon Petroleum

For Chief Data and Analytics Officers, identifying and implementing the right metrics is crucial for driving organizational success. This involves selecting KPIs that align with business goals and innovating new metrics that provide deeper insights into performance. By refining these measures, CDAOs can effectively track progress, optimize operations and adapt strategies to meet evolving business demands.

Join this session as Ibrahim Itani, Head of Analytics and Innovation at Marathon Petroleum, explores how to: