Day 2:Thursday, November 9th

8:00 AM - 8:45 AM Networking Breakfast

8:45 AM - 8:50 AM Chairperson’s Opening Remarks and Day One Recap

Day Two Keynote

8:50 AM - 9:30 AM Powering Strategic and Business Impact Through Data & Analytics

Dave Williams, Head of Enterprise Research & Analytics, Farmers Insurance Katie Meyers, Chief Data Officer, Farmers Insurance
Farmers Insurance is in its 2nd year of a coordinated approach to power strategic and business impact through Data and Analytics, with deliberate:
•Engagement - upfront interaction at all levels, from senior executive to initiative/project
•Anchors - business-connected hypotheses, use cases, governance
•Innovation - balanced creativity and pragmatism
•Community - sourcing, organizing, and retaining an engaged and productive talent base
From our partnership as executive Data and Analytics leaders, we’ll portray the Farmers story of what has worked and few things learned along the way.

Dave Williams

Head of Enterprise Research & Analytics
Farmers Insurance

Katie Meyers

Chief Data Officer
Farmers Insurance

Ignite Session

9:30 AM - 9:45 AM Less is More: Innovating through Managed Data Access

Greg Bonin, Chief Operating Officer, XOR Data Exchange
•Data breaches and security incidents have delivered repeated blows to Big Data innovation programs in the last year. As consumers and enterprises worry more about privacy and security standards, the knee-jerk reaction has been to limit the amount of data leaving the organization or even flowing between business units.

While limiting data access through traditional means is a quick fix to minimize risk, data sharing is a necessary component to innovation. In order to continue growing without compromising your customers’ privacy and security, permissioned data sharing represents the foundation of the modern data innovation efforts.
Join this enlightening session as we will hear about:
•What are data access permissions and how are they configured?
•How permission-based sharing can deliver access to new data sets
•Proven use cases for permissioned data sharing

Greg Bonin

Chief Operating Officer
XOR Data Exchange

9:50 AM - 10:20 AM Business Meetings

10:20 AM - 10:50 AM Business Meetings

10:20 AM - 10:50 AM Networking Break

•Just like the Web gave us the Intranet, Open Data is going internal
•Remove the frictions, so your scientists and analysts can derive more value
•The diamonds in your data will be derived by chance, not planned upfront
•Shift away from data governance policy committees to data about data usage and quality to drive decision making
•Real examples of Bloomberg solutions that only came to life because of Open Data
•How can you apply these in your organization?


Christopher Casey

Global Head of Regulatory Products and Reference Data
Bloomberg LP

Matthew Rawlings

Head of Middle Office and Operations Solutions
Bloomberg LP

Masterclass A

11:40 AM - 12:25 PM Next Best Offer Analytics: Case Studies and Management Processes

Robin Way, President, Corios
The media is full of broad promises and platitudes promising the use of customer data and analytics to deliver the Next Best Offer to your company’s clients. Yet the reality is there is a dearth of measurable proof about how and how will these approaches actually work: until now. The culture change required of large companies to adopt and embrace these approaches has impacts on the flow of information, senior executive collaboration and trust, creating a shared vocabulary, and changing often long-held standards for how relationship managers select and present offers to customers.
Using recent case studies from several North American companies, this Master Class will address:
•Where fundamental change in customer offer presentment for the better was achieved and institutionalized, with measurable and significant impacts.
•Specific lessons learned about identifying who is the “right” customer, what is the “right” offer, and especially, what is the “right” time to present these offers
•Asking sales teams to change to whom they sell, how they contact those clients, and which needs of those clients they should address, is pushing water uphill.

Robin Way


BrainWeave A

11:40 AM - 12:25 PM Growing Analytics Data and the Impact on the Data Center

Brian Baker, Sr. Business Development Manager , CyrusOne
The necessary requirements of data centers’ storage systems to be able to accommodate the rapidly increasing amounts of analytics data are changing as new types of data are being introduced. There are new crucial considerations to be made for data centers as it relates to scalability, latency, interoperability and information security.

In this interactive discussion, we will discuss best practices to:
•Employ safe techniques for securing unstructured data
•Enable the organization to connect multiple operation sites cost-effectively and securely
•Support a growing number of IT infrastructure and system applications

Brian Baker

Sr. Business Development Manager

12:30 PM - 1:30 PM Networking Lunch

1:35 PM - 2:15 PM Utilizing Artificial Intelligence and Machine Learning to Extract Insights from Big Data

Chris Yasko, Vice President, Data Science Innovation, EQUIFAX
In the age of big data, financial institutions and insurance companies have more data available to them than ever before. While this multitude of data creates the potential to learn much more about their customers, it also means that all this big data can be hard to understand and analyze. Today, it is critical to implement Artificial Intelligence and Machine Learning solutions that can extract insights from the data.

Join this session as we learn about:
•AI Insights Pipeline to deliver business solutions
•Natural Language Processing (NLP) and Text Mining for Unstructured Data
•Neural Networks for Credit Risk Modeling
•Capture non-linear and high dimensional impact of Polytonic variable

Chris Yasko

Vice President, Data Science Innovation

2:20 PM - 2:50 PM Business Meetings

2:50 PM - 3:20 PM Business Meetings

3:25 PM - 3:55 PM Control the Chaos Created by Self-Service Analytics and Enable Analysts with Team-Driven, Enterprise Data Preparation

Jon Pilkington, Chief Product Officer, Datawatch
Whether commercial banking, capital markets, asset management or insurance, data is an integral component of the financial services industry, and there’s plenty of it to go around. Global footprints and shifting regulatory requirements demands efficient forecasting models backed up by high-quality data. It’s no wonder that success in this industry hinges on the ability to successfully extract and integrate massive amounts of disparate data from a variety of sources, systems and formats for analysis. Self-service analytics, desktop visualization and widespread use of spreadsheets has led to chaos for BI teams. Reigning in these often-rogue data sets and regaining control is paramount. Yet, self-service data preparation is a critical tenet of becoming more data driven. Analytics strategies need to embrace team-driven, enterprise data preparation by adopting the concepts of data stewardship and certification of shared, curated datasets while providing controlled, self-service access to these data sources.

Jon Pilkington

Chief Product Officer

4:00 PM - 4:30 PM Business Meeting

4:30 PM - 5:00 PM Business Meeting

5:00 PM - 5:20 PM Networking Break


5:20 PM - 6:05 PM Data-First Digital Transformation in the Future Financial Industry

Andrew Sohn, SVP of Global Digital and Analytics Services , Crawford & Company Lak Ayyar, Vice President Data BI & Analytics, Santander Consumer USA
Meeting the human expectations has become an increasingly difficult task for the financial industry in the midst of digital transformation. Expectations are completely changing around what experiences users should be having. There are vast opportunities in new technologies, but understanding how it can help your unique enterprise is the key to discovering its value. How do we stay competitive and agile without missing crucial steps in the everyday business processes? How do we leverage new technologies to enhance capabilities and not just for the sake of having it?
This interactive discussion will be broken into four disruptive segments: Processes, People, Technology and Information. In this session, hear best practices and discussion around technologies that are disrupting the space:
o Comparing FinTech to the rest of the financial industry and discovering new opportunities
o Exploring best methods for agile data-first business transformation at scale
o Defining the roles and necessity of Blockchain and Ethereum
o Leveraging AI and Machine Learning to the necessary extent
o Realizing the potential in dark data

Andrew Sohn

SVP of Global Digital and Analytics Services
Crawford & Company

Lak Ayyar

Vice President Data BI & Analytics
Santander Consumer USA

6:10 PM - 7:10 PM Networking Cocktails