CDI-MDM SUMMIT OCTOBER 15-17, 2006 • NEW YORK MARRIOTT MARQUIS TIMES SQUARE • NEW YORK, NY "Mastering" Master Data REGISTER BY SEPTEMBER 15TH AND SAVE $400! **NEW** FOR FALL 2006 – DATA GOVERNANCE & DATA STEWARDSHIP PRE-CONFERENCE WORKSHOPS www.sourcemediaconferences.com/conferences/CDIMDMNY06 • 800.803.3424 • 212.803.6093 PRESENTED BY: If you have the time & budget for only one IT conference this year, then make that event be the CDI-MDM SUMMIT - Fall 2006. This is the world’s premier event dedicated specifically to customer data integration (CDI), master data management (MDM), & data governance. TOP 5 REASONS TO ATTEND THE CDI-MDM SUMMIT: 1. Accelerate your time-to-ROI regarding CDI and MDM 2. Perform due diligence on all the major components of an enterprise master data solution 3. Leverage your training budget by coming up to speed on one of the hottest IT topics 4. Fill critically short-staffed CDI and MDM positions 5. Expand your IT professional network and increase your personal market value 500+ ATTENDEES. 40+ SPEAKERS. 30+ VENDORS. ONE EVENT. Fall 2006
Transcript
CDI-MDM SUMMIT
OCTOBER 15-17, 2006 • NEW YORK MARRIOTT MARQUIS TIMES SQUARE • NEW YORK, NY
If you have the time & budget for only one IT conference this year,then make that event be the CDI-MDM SUMMIT - Fall 2006. Thisis the world’s premier event dedicated specifically to customerdata integration (CDI), master data management (MDM), & datagovernance.
TOP 5 REASONS TO ATTEND THE CDI-MDM SUMMIT:1. Accelerate your time-to-ROI regarding CDI and MDM
2. Perform due diligence on all the major components of anenterprise master data solution
3. Leverage your training budget by coming up to speed on one ofthe hottest IT topics
4. Fill critically short-staffed CDI and MDM positions
5. Expand your IT professional network and increase yourpersonal market value
500+ ATTENDEES. 40+ SPEAKERS. 30+ VENDORS. ONE EVENT.
Fall 2006
For a full conference agenda go to: www.sourcemediaconferences.com/conferences/CDIMDMNY06 • 800.803.3424 • 212.803.6093
Ed AllburnPresident & CEO DATADELTA, INC. Frederick AndersonMDM AssociateATTEVO Art BarriosManaging Director, Financial Services Advisory PRICEWATERHOUSECOOPERS,LLCPaul BlaséPartnerDIAMONDCLUSTERINTERNATIONAL, INC.Jane BoothDirector, Customer AlignmentHONEYWELL John BusalacchiPartnerCOMPUTER SCIENCESCORPORATION Thomas CarlockVP, Enterprise InformationIntegrationTHE CIT GROUPJason ChildersDirector, EnterpriseData/Architecture WHIRLPOOL CORPORATION Lynn ColledgeIT Manager - EmployeeBenefits DistributionSANLAM LIFEDan CollinsSenior ConsultantKALIDO Soumen DamCDI - Global Competency HeadCOGNIZANT TECHNOLOGYSOLUTIONS Tom DeffetDirector, Enterprise IT Strategyand ArchitectureSPRINT-NEXTELSnehal DesaiDirector, Enterprise DataArchitectureNATIONWIDE INSURANCEMartin DunnSenior Vice President,Information ManagementALLIANCE CONSULTING GROUP
Joan FalcettaAssistant VP, Information TechnologyMETLIFE ESS-IBITDonald FarmerGroup Program Manager, SQLServer Integration ServicesMICROSOFT Carlos GalarceSenior VP & CIOINFORCarl GerberIT DirectorMCGRAW-HILL EDUCATIONJay GouldCorporate Operations &Technology - EnterpriseTechnology Office, SeniorAdvisorCITIGROUPBrett GowDirector, Enterprise DataGovernanceIBM GLOBAL BUSINESSSERVICESJim GreenChairman & CEOCOMPOSITE SOFTWARE Sunil GuptaDirector, Solution MarketingSAP LABS, LLCEarl HaddenPrincipal ConsultantINTELLIGENT COMMERCENETWORK, LLC Bob HagenauCo-Founder & VP of ProductManagementPURISMA, INC.Oliver HalterPrincipalDIAMONDCLUSTERINTERNATIONAL, INC.David HoltzmanManaging Director, Financial Services AdvisoryPRICEWATERHOUSECOOPERS,LLCHolley KeeAssociate Director, SalesOperationsMEDIMMUNE
Glen KlausnerData Integration SpecialistSYBASE Satish KrishnaswamyVP of Master DataManagement TERADATA Scott LeeChief Architect, CorporateMaster Data ManagementProgramR.R. DONNELLEYRon LeffertsDirector of Technology Strategy& ArchitectureMERRILL LYNCH Joe LeithauserDirector, EIT - Master DataManagementCARDINAL HEALTH, INC.Cliff LongmanChief Technology OfficerKALIDOJustin MagruderSenior Principal, Financial ServicesKNIGHTSBRIDGE SOLUTIONS,LLCMani Kumar MandaPresident RHAPSODY TECHNOLOGIES, INC.Chris MaughanTechnical Lead, CustomerInformation SystemSUNTRUST BANKS, INC. William McKnightSenior Vice PresidentCONVERSION SERVICESINTERNATIONAL, INC. Helen McMillanVP of Technology ServicesEXPERIANDan MeersSenior Principal, StrategicSolutionsKNIGHTSBRIDGE SOLUTIONS,LLC Suresh MenonDirector, Product ManagementIDENTITY SYSTEMS
Thomas MessinaManager Financial ServicesAdvisoryPRICEWATERHOUSECOOPERS,LLC Martin MoseleyChief ArchitectINTUIT, INC. Abhijit MukhopadhyayDirector, Financial ServicesAdvisoryPRICEWATERHOUSECOOPERS,LLCMark PendrockVice PresidentCHARTER CONSULTING, ADIVISION OF TECHNOLOGYSOLUTIONS COMPANYDan PowerDirector, Global AlliancesDUN & BRADSTREETGuy R. PujolManaging Director ofTechnology Strategy &Architecture for the GlobalPrivate Client (GPC)MERRILL LYNCHNeil RadenPresidentHIRED BRAINS, INC.Robert RichDirector, Enterprise MDMStrategyIBM SOFTWARE GROUPBruce RolandPrincipal, Financial ServicesAdvisoryPRICEWATERHOUSECOOPERS,LLCRonnie Rowton, Jr.VP, Client IntelligenceBB&TFilip SannaDirector, Product SolutionsTRILLIUM SOFTWAREDr. Arvind SathiCommunications Practice Leader for CDIIBM GLOBAL BUSINESSSERVICES
Christopher ScarpatiDirector, Financial ServicesAdvisoryPRICEWATERHOUSECOOPERS,LLCDave SchuetteChief Solution StrategistBUSINESSEDGE SOLUTIONS, INC.Robert S. SeinerPresident & Principal ConsultantKIK CONSULTING &EDUCATIONAL SERVICES, LLCLen Silverston,President & FounderUNIVERSAL DATA MODELS, LLC Dileep SrinivasanDirector & Practice Lead,Customer Solutions PracticeCOGNIZANT TECHNOLOGYSOLUTIONS Matt StitzSenior Product ManagerMICROSOFT Olaf TennhardtPartner - Marketing EffectivenessACCENTURE Kalyan ViswanathanPractice Director for the MDM, CDI & PIM PracticeTATA CONSULTANTCY SERVICESAnurag WadehraVice President - Marketing & Product ManagementSIPERIAN Holger WandtPrincipal AdvisorHUMAN INFERENCE Rick WoodlandVP, IT Basel IISTATE STREET CORPORATION Bill ZimmermanManager, EIT - MDM StrategyCARDINAL HEALTH, INC.Bob ZurekDirector of AdvancedTechnologiesIBM INFORMATIONINTEGRATION SOLUTIONS
CONFIRMED SPEAKERSAT THE CDI-MDM SUMMIT – FALL 2006, OUR COMPREHENSIVE & INNOVATIVE PROGRAM
WILL BE LED BY THESE INDUSTRY LEADERS:
Aaron ZornesChief Research OfficerTHE CDI INSTITUTE
Bill ConroyPresident & CEOINITIATE SYSTEMS, INC.
Grant Emeny-SmithSenior Director, CDIProduct ManagementORACLE CORPORATION
Justin LaFayetteDirector of PortfolioStrategy, MDMIBM SOFTWARE GROUP
Jim EricssonEditorial DirectorDM REVIEW & BI REVIEW
Tony FisherPresident & CEODATAFLUX
FEATURED SPEAKERS:CONFERENCE CHAIR:
CUSTOMER DATA INTEGRATION TRACKSponsored by:
CDI-MDM SUMMIT Fall 2006 - Conference Summary
For a full conference agenda go to: www.sourcemediaconferences.com/conferences/CDIMDMNY06 • 800.803.3424 • 212.803.6093
PRE-CONFERENCE “NIGHT SCHOOL” TUTORIALS SUNDAY, OCTOBER 15, 6:00 - 7:30 PMRole of D&B’s DUNSRight™ Process in CDI | Dan Power, Dun & Bradstreet
Retail Customer MDM Opportunities | William McKnight, Conversion Services International, Inc.
Essentials of CDI-MDM for Private Banking - Wealth Management | Ed Allburn, DataDelta, Inc.
Data Governance for MDM Workshop | Robert Rich, IBM Software Group
Kickstarting Your MDM Project | Dan Collins, Kalido
How to Deliver Accuracy & Data Quality in Very Large Database Environments | Helen McMillan, Experian(Additional registration fee: $145)
PRE-CONFERENCE WORKSHOPS SUNDAY, OCTOBER 15, 2:00 - 6:00 PMHow to Build & Implement Data Governance & Data Stewardship Programs | Robert S. Seiner, KIK Consulting & Educational Services, LLC
CDI-MDM Boot Camp | Aaron Zornes, The CDI Institute & Ed Allburn, DataDelta, Inc.
Implementing MDM & CDI Solutions with Microsoft SQL Server 2005 | Donald Farmer, Microsoft
Minimizing CDI Project Risk: Proven Data Models for an Adaptive CDI Architecture | Len Silverston, Universal Data Models, LLCInformation Qualitivity for CDI-MDM Initiatives | Earl Hadden, Intelligent Commerce Network, LLC(based on research from MIT Center for Data Quality)Oracle CDH Educational Symposium (Oracle CDM SIG) | Mani Kumar Manda, Rhapsody Technologies, Inc.
(Additional registration fee: $250)
• TRACK KEYNOTE: A Methodology for Sustainable CDI & MDM SuccessKalyan Viswanathan, Tata Consultancy Services
• EXPERT TESTIMONY: Technical Evaluation Criteria for CDI & MDMAaron Zornes, The CDI Institute
• EXPERT TESTIMONY: CDI Evolution & Global Account ManagementMatt Stitz, Microsoft
• CASE STUDY: Doing CDI Right Carlos Galarce, Infor
• BEST PRACTICES: Socializing & Gaining Executive Buy-In from Business & IT for CDI-MDM Investments Christopher Scarpati, PricewaterhouseCoopers, LLC
• CASE STUDY: Finance Transformation Story - MDM ImplementationSnehal Desai, Nationwide Insurance
• CASE STUDY: Developing the Business Case for Client-Centricityin Financial Services Dave Schuette, BusinessEdge Solutions, Inc.
• BEST PRACTICES: Managing Customer Hierarchies, the In-Laws& Out-Laws in Customers’ Family Trees Jane Booth, Honeywell
• BEST PRACTICES: What Does Data Governance & MDM Mean to Citigroup?Jay Gould, CitiGroup
DATA GOVERNANCE - DATA QUALITY TRACKSponsored by:
• TRACK KEYNOTE: Data Quality & Governance: The Foundation for CDI-MDMBob Hagenau, Purisma, Inc.
• CASE STUDY: Data Governance & Compliance for Financial ServicesBrett Gow, IBM Global Business Services
• EXPERT TESTIMONY: Implementing Effective Data Governance &Data Stewardship Programs Robert S. Seiner, KIK Consulting & Educational Services, LLC
• EXPERT TESTIMONY: Defining & Establishing an Effective DataGovernance Organization in a Fortune 20 Company Joe Leithauser & Bill Zimmerman, Cardinal Health, Inc.
• EXPERT TESTIMONY: Achieving International Data Quality Holger Wandt, Human Inference
• EXPERT TESTIMONY: Action-Oriented Data Governance: Getting Buy-in, Funding & Results Filip Sanna, Trillium Software
• EXPERT TESTIMONY: Providing Reliable Customer Data Within aLarge Financial Services GroupLynn Colledge, Sanlam Life
• CASE STUDY: Leveraging a 'CDI Center of Excellence' to AnalyzeHouseholding Accuracy Ed Allburn, DataDelta, Inc., & Ronnie Rowton Jr., BB&T
PLENARY KEYNOTES • Milestones on the CDI-MDM Road Map for 2006-2007
Aaron Zornes, The CDI Institute
• Mastering MDM Justin LaFayette, IBM Software Group
• Accurate, Real-Time Customer Recognition Bill Conroy, Initiate Systems, Inc.
• Enterprise Information Management Strategies for 2006-2007 Grant Emeny-Smith, Oracle Corporation
• CDI: More Than a Single View of the Customer? Tony Fisher, DataFlux
INDUSTRY INNOVATION SESSION KEYNOTES• Keys to Successful CDI-MDM
Suresh Menon, Identity Systems
• Charter Your CDI - MDM Implementation with Effective Data StewardshipDileep Srinivasan, Cognizant Technology Solutions
• Increasing the Business Value of Data Integration Glen Klausner, Sybase
• Obtaining MDM Business Value in the Life SciencesJohn Busalacchi, Computer Sciences Corporation
CDI-MDM SUMMIT Fall 2006 - Conference Summary
For a full conference agenda go to: www.sourcemediaconferences.com/conferences/CDIMDMNY06 • 800.803.3424 • 212.803.6093
FINANCIAL SERVICES TRACKSponsored by:
• TRACK KEYNOTE: Winning the Battle for Growth: Building the Customer-Centric Financial Institution David Holtzman, PricewaterhouseCoopers, LLC
• BEST PRACTICES: Integrating Operational Customer Data in RetailBanking Chris Maughan, SunTrust Banks, Inc.
• BEST PRACTICES: Socializing CDI Framework & Customer Hubs Ron Lefferts & Guy R. Pujol, Merrill Lynch
• BEST PRACTICES: Leveraging Your Customer Hub for Predictive Customer Analytics Abhijit Mukhopadhyay, PricewaterhouseCoopers, LLC
• CASE STUDY: Oracle Customer Data Hub in the Financial ServicesIndustry Thomas Carlock, The CIT Group
• BEST PARCTICES: The Single View of the Customer: Key to anEffective Automated KYC/AML System Thomas Messina & Bruce Roland, PricewaterhouseCoopers, LLC
• BEST PRACTICES: Transitioning to the Customer-Centric ViewAcross Multiple LOBs Joan Falcetta, MetLife ESS-IBIT
• BEST PRACTICES: Sustaining a Customer-Centric Ecosystem in Your CompanyArt Barrios, PricewaterhouseCoopers, LLC
HEALTHCARE - PHARMACEUTICAL TRACK Sponsored by:
• TRACK KEYNOTE: Leveraging CDI Investments to Surf TectonicShifts in the Pharma MarketMartin Dunn, Alliance Consulting
• CASE STUDY: Managing Risk with SAP NetWeaver MDM Frederick Anderson, Attevo
• EXPERT TESTIMONY: Next Generation MDM, What CDI Brings to MDM Dan Meers, Knightsbridge Solutions, LLC
• BEST PRACTICES: Managing SAP NetWeaver MDM Projects Fredrick Anderson, Attevo
• BEST PRACTICES: Discovering Master Data In UnstructuredSources - Techniques & Results Bob Zurek, IBM Information Integration Services
• CASE STUDY: “On Demand” Approach to Unified Customer ViewsHolley Kee, MedImmune
MASTER DATA MANAGEMENT TRACK Sponsored by:
• TRACK KEYNOTE: MDM: A Single Platform or a Bridge to Nowhere?Anurag Wadehra, Siperian
• BEST PRACTICES: MDM & CDI ROI & Justification William McKnight, Conversion Services International, Inc.
• BEST PRACTICES: CDI – How to Get Started & What to Consider BesidesSoftware Olaf Tennhardt, Accenture
• BEST PRACTICES: Using MDM to Integrate & Manage CounterpartyCredit Risk Rick Woodland, State Street Corporation
• EXPERT TESTIMONY: Next-Generation MDM in the Securities IndustryJustin Magruder, Knightsbridge Solutions, LLC
• EXPERT TESTIMONY: Avoiding the CDI-MDM SI Money Pit Aaron Zornes, The CDI Institute
• BEST PRACTICES: Creating & Demonstrating Business Justification &Executive Momentum for CDI-MDM Initiatives Paul Blasé & Oliver Halter, DiamondCluster International, Inc.
• EXPERT TESTIMONY: Enhancing the Customer Experience in FinancialServices Mark Pendrock, Charter Consulting, a division of TechnologySolutions Company
• EXPERT TESTIMONY: Personas, Demographics & CDI – Multiple Personalities Online are Not a Disorder Donald Farmer, Microsoft
DATA INTEGRATION SERVICES TRACKSponsored by:
• TRACK KEYNOTE: Incorporating Existing Systems into an SOA Jim Green, Composite Software
• CASE STUDY: Using SOA to Build A CDI Ecosystem Marty Moseley, Intuit, Inc.
• CASE STUDY: Creating & Managing Master Data IntegrationAcross the Enterprise Tom Deffet, Sprint-Nextel & Dr. Arvind Sathi, IBM Global BusinessServices
• CASE STUDY: Taming a Complex Data Landscape: How & Where to Get Started Carl Gerber, McGraw-Hill Education
• EXPERT TESTIMONY: MDM, Web 2.0 & Semantics: Collusion or Collision? Neil Raden, Hired Brains, Inc.
• BEST PRACTICES: Simplifying Your Business With MDMJason Childers, Whirlpool Corporation & Sunil Gupta, SAP LABS, LLC
Event Sponsors
Platinum Level Sponsors:
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Silver Level Sponsors:
Registration Sponsor: Reception Sponsor:
Event Sponsors:
Exhibitors:
Registration RatesExpires Expires8/31/06 9/15/06
Quantity Early Bird 1 Early Bird 2 Standard Subtotal
_______ Summit $1,295 $1,495 $1,895 _______
_______ Workshop $250 $250 $250 _______
_______ Night School $145 $145 $145 _______
Total_______
PaymentsPlease make checks payable to SourceMedia, Inc. C&Eand include the name(s) of the attendee(s) on theface of the check. We accept American Express,Diners Club, Discover, Visa, and MasterCard.Registration fees include all breakfasts, lunches,refreshment breaks, receptions and a copy of theconference workbook. Full Payment must bereceived 14 days prior to the event.
DisclaimersWe reserve the right to change or replace speakerswithout notice.
Substitutions and CancellationsSubstitutions may be sent at any time. All cancellationsmust be received in writing at least 14 days priorto the event in order to receive a refund or letterof credit. All refunds are subject to a $250administration fee. No refunds or letters of creditare available later than 14 days prior to the event.
Hotel AccommodationsSourceMedia has secured a block of rooms at aspecial discounted rate. Be sure to mention thatyou are a SourceMedia event participant. Roomswill be available on a first come first serve basis.Please make your reservations by September 15, 2006.
Hotel InfoNew York Marriott Marquis Times Square1535 Broadway New York, NY 10036 USA Reservations: 800-843-4898 or 212-398-1900Fax: 212-704-8930Website:www.stayatmarriott.com/SourceMediaCDISummit2006/Room Rates: $329 single/double
Ground TransportationReceive a 5% discount from Boston Coach as aSourceMedia, Inc. event participant. Call 800-672-7676. Mention account #31695.Reservations must be made in advance. Please callfor pricing and reservations.
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CDI-MDM SUMMITFall 2 006
OCTOBER 15-17, 2006 • NEW YORK MARRIOTT MARQUIS TIMES SQUARE • NEW YORK, NY
