Day 2: Thursday, August 24th

7:15 AM - 8:00 AM Networking Breakfast

8:00 AM - 8:05 AM Chairperson’s Opening Remarks

Joe Caserta, President, Caserta


Joe Caserta


Day Two Keynote

8:10 AM - 8:40 AM Achieving Instant Insight into Structured and Un-Structured Data to Drive Business Decisions

High-velocity, high-volume, and high-variety data streams challenge analytics organizations as the ability to get critical insights often decays rapidly or becomes lost in the sea of unnecessary information. And as companies are moving more and more of their data—and analytics—to the cloud, it’s become even more difficult to get the fast, actionable insights needed to make more informed decisions.
In this session, we’ll discuss how a broad range of organizations use these new platforms to:
•Find the right analytics systems for their current analytics architectures and specific performance needs.
•Dramatically speed analytics by eliminating the reliance on time-consuming data preparation, including indexing and ETL processes.
•Tap into the power of new, simple-to-use heterogeneous compute systems to use the right tool for each job
•Transform data analytics from sprawling, complex and cluster-based environments to streamlined ecosystems that fit your needs and provide answers in seconds.

Plenary Session

8:45 AM - 9:20 AM Powering Strategic and Business Impact Through Data & Analytics

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.

9:25 AM - 9:55 AM Business Meetings

9:55 AM - 10:25 AM Business Meetings

10:25 AM - 10:40 AM Networking Break

Master Class C

10:40 AM - 11:25 AM 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 well these approaches actually work: until now.
Furthermore, 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. 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.
This Master Class will address both topics, using recent case studies from several North American companies, 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, will provide the audience with practical assets to bring back to their enterprises.

***Audience members will also receive a copy of Mr. Way’s new book, “Skate Where the Puck’s Headed: A Playbook for Scoring Big with Predictive Analytics.”


Robin Way


Master Class D

10:40 AM - 11:25 AM Pragmatic Data Governance - Real World examples of driving value from your Enterprise Data Governance Investments

Many firms struggle with how to ensure their Enterprise Data Governance efforts quickly deliver business value in their organizations, and also how to ensure sustainment of these organizations post the initial launch and investment. Our session will provide real world examples and use cases of where organizations have implemented Enterprise Data Governance, the specific aspects and components of Governance enabled, and how Governance may respond to real world business problems. We will address the following topics, such as:
•What is Pragmatic Data Governance, and how does it differ from how some firms have attempted to launch their programs?
•What frameworks / models for Enterprise Data Governance are other organizations leveraging?
•How do we defend the costs of Enterprise Data Governance within our organization?
•Instances of where we are seeing Regulatory drivers for Enterprise Data Governance, such as within Banking;
By the end of the course, which we encourage to be very interactive with questions and answers, participants should have a better understanding of how organizations are tackling Data Governance, and how these initiatives are adding value to their organizations.

Plenary Session

11:30 AM - 12:00 PM Monetizing Analytics to Enable Value for the Business

Financial institutions are making large investments in analytics and data with the expectation of marked earnings. However, after some years of significant investments it is too often the case that these companies cannot show an extraordinary impact. Demonstrating the power of analytics value creation is a necessary condition to establish a sustainable analytics practice within the firm; and for chief data and analytics officers to become relevant key players within the C-Suite.
Join this illuminating discussion as we talk about how to effectively accelerate profits by:
•Creating a noticeable increase in value for the business with analytics
•Demonstrating the right incentives for each department to appreciate analytics as a revenue generator
•Employing the necessary ingredients to demonstrate the value of analytics
•Identifying the best measure of the impact of analytics
•Communicating the results in a meaningful way

12:00 PM - 1:00 PM Networking Lunch


1:05 PM - 1:50 PM Analytics Talent Management in an Open World

Lori Bieda, Head, BMO, Analytics Centre of Excellence , Bank of Montreal
Amidst a global drought for analytics talent, companies strive to gain a competitive edge by finding and keeping the best analytics people. That war on talent is becoming increasingly difficult with Fin Tech options, the lure of open source, and rapidly climbing pay scales for analytics roles. How do we create a culture where dynamic analytics talent can thrive while just getting the basics done to feed the business with ongoing reports? And what can our analytics millennials teach us about what we need to prepare for? In this unique panel of tenured analytics leaders, and a new breed of millennial analytical talent – listen and learn how to manage this dynamic talent base in the new normal.

Lori Bieda

Head, BMO, Analytics Centre of Excellence
Bank of Montreal

1:55 PM - 2:25 PM Business Meetings

2:25 PM - 2:55 PM Business Meetings

2:55 PM - 3:10 PM Networking Break

The CDO role has evolved significantly in the last several years and is now an influential senior leader driving change and achieving benefits enterprise wide. Join us in reviewing the three types of CDO roles that have emerged in the industry, and reflect on how your position matches up against these three. We will discuss core responsibilities of these three types of CDOs, key challenges and real-life approaches for solving them, and game-changing ways to excel in today’s data environment.

3:10 PM - 3:50 PM Turning Data Analytics into Quantifiable Results

For financial service and insurance organizations that have historically relied on hard-won experience to drive outcomes, the discipline of data-driven decision making may be a wholly new approach to thinking about how to improve business performance. An assessment of analytics maturity is crucial to company performance, so it’s important to define a framework for a repeatable analytics process.
Join this illuminating discussion as we talk about the stages necessary to creating this framework, such as:
•Defining how the organization communicates, sets and executes goals; and measures performance
•Predicting and understanding the behaviors and tendencies of your customers, and forecasting how they will behave in the future in a variety of circumstances
•Assigning the best interaction strategy to each customer based on understanding and predicting their behavior and patterns
•Identifying the best mix of strategies by balancing business objectives with the goals of customers
•Launching the optimized mix of strategies into the field and capturing the responses to those strategies
•Analyzing the results by comparing predictions, strategies, executed campaigns and customer responses in order to evaluate the impact on business performance


3:50 PM - 4:55 PM Identifying Insights to Drive Better Customer Experience


3:50 PM - 4:55 PM Disruptive Technology and the Future of Banking


3:50 PM - 4:55 PM Data Integrity vs. Advanced Analytics


3:50 PM - 4:55 PM Disrupting the Traditional Financial Services Industry with Blockchain

5:00 PM - 5:30 PM Business Meetings

5:30 PM - 6:00 PM Business Meetings

BrainWeave A

6:05 PM - 6:50 PM Identifying Feedback & Insights to Drive Better Customer Experience

Banking and insurance customers are now much more informed and have better ways to provide feedback on their experiences. As a result, FI’s are recognizing the ever-increasing importance of providing a great customer experience to improve their reputations and financial success. To do this effectively, it’s critical to better utilize customer feedback data to shape your products, services, processing and marketing strategies.

In this session well collectively discuss ways to better identify feedback and insights by:
•Identifying the best and most common ways that customers receive the data and provide feedback
•Understanding the value and cost of people, leadership and organizational design
•Implementing software and new technologies to view customer histories and predict their future needs
•Create a clear customer-focused vision that is embedded into the organizational culture
•Measure the ROI from delivering greater customer experience
•Leveraging emerging technologies to improve conversational AI and Chatbots.

BrianWeave B

6:05 PM - 6:50 PM Driving Digital Transformation and Using Data and Analytics to Gain a Competitive Advantage

FO FI’s, business analytics plays a crucial role in formulating ways to improve business strategies, operations and make smart business decisions that lead to a competitive advantage. FI’s and insurance organizations accumulate massive amounts of data from business operations, social interactions, online transactions/requests, etc.
Join us in this illuminating session as we discuss how to harness the power of big data to:
•Build automated solutions and provide insights that lead to sustainable advantage
•Develop a 360-degree view of the digital consumer that allows companies to predict new revenue streams, improve customer retention rates and optimize investment decisions
•Harness data to drive efficiencies, increase revenue and boost the bottom line
•Improve efficiency, reduce costs, increase competitiveness and effectively trade off risk against available opportunities
•Use Data to Identify Service Requests that Turn Critical
•Translate complex data sets into intuitive information to empower a broad user base and become a more data centric organization

Interactive Panel Discussion

5:45 PM - 6:30 PM Women In Data & Analytics

Lori Bieda, Head, BMO, Analytics Centre of Excellence , Bank of Montreal
With the massive global demand around data and analytics, are women well represented or are they still and underrepresented minority? What diversity trends face the this ever-growing space, what are the benefits of getting more women involved and how do we encourage more women to apply to the maths and sciences, work in the data and analytics field, and propel forward to management positions? Are the dynamics facing business ripe for the skills that women have to offer? Come see what experts have to offer in this area – women who have progressed through the ranks and those who have helped them get there.

Lori Bieda

Head, BMO, Analytics Centre of Excellence
Bank of Montreal

7:35 PM - 7:35 PM Networking Cocktails