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CDI-MDM SUMMIT Spring 2007 SUMMIT Spring 2007 “MASTERING” MASTER DATA ... TERADATA, A DIVISION...

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600+ ATTENDEES. 50+ SPEAKERS. 40+ CDI-MDM VENDORS. ONE EVENT. MARCH 25-27, 2007 SAN FRANCISCO MARRIOTT SAN FRANCISCO, CA www.sourcemediaconferences.com/CDISP07/ 800.803.3424 212.803.6093 Presented By: ATTEND & GET THE ANSWERS TO THESE IMPORTANT QUESTIONS: What are CDI, MDM & Data Governance? What is driving business interest in these solutions? What are the best architectures & vendors? How do these solutions differ from data warehouse & customer relationship management initiatives? How will the market & technologies evolve? Who will be the leading vendors? How does an IT organization get started? How do I optimize my professional development to leverage this trend on behalf of my management? What are the most successful best practices for creating a “single customer view?” REGISTER BY MARCH 12 FOR OUR BEST DISCOUNTS! CDI-MDM SUMMIT Spring 2007 “MASTERING” MASTER DATA TOP REASONS TO ATTEND: Accelerate your time-to-ROI regarding CDI & MDM Perform due diligence on all the major components of an enterprise master data solution Leverage your training budget by coming up to speed on one of the hottest IT topics Fill critically short-staffed CDI & MDM positions Expand your IT professional network & increase your personal market value NEW for Spring 2007: virtual tracks, additional presentations & vendor cross-examinations, & more networking opportunities. BACK BY POPULAR DEMAND: PRE-CONFERENCE WORKSHOPS & NIGHT SCHOOLS!
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600+ ATTENDEES. 50+ SPEAKERS. 40+ CDI-MDM VENDORS. ONE EVENT. MARCH 25-27, 2007 n SAN FRANCISCO MARRIOTT n SAN FRANCISCO, CA

www.sourcemediaconferences.com/CDISP07/ n 800.803.3424 n 212.803.6093

Presented By:

ATTEND & GET THE ANSWERS TO THESE IMPORTANT QUESTIONS:n What are CDI, MDM & Data Governance? n What is driving business interest in these solutions? n What are the best architectures & vendors? n How do these solutions differ from data warehouse & customer relationship management initiatives? n How will the market & technologies evolve? n Who will be the leading vendors? n How does an IT organization get started? n How do I optimize my professional development to leverage this trend on behalf of my management? n What are the most successful best practices for creating a “single customer view?”

REGISTER BY MARCH 12 FOR OUR BEST DISCOUNTS!

CDI-MDM SUMMITSpring 2007

“MASTERING” MASTER DATA

TOP REASONS TO ATTEND:n Accelerate your time-to-ROI regarding CDI & MDM n Perform due diligence on all the major components

of an enterprise master data solutionn Leverage your training budget by coming up to

speed on one of the hottest IT topicsn Fill critically short-staffed CDI & MDM positionsn Expand your IT professional network & increase

your personal market valuen NEW for Spring 2007: virtual tracks, additional

presentations & vendor cross-examinations, & more networking opportunities.

BACK BYPOPULAR DEMAND:PRE-CONFERENCE

WORKSHOPS & NIGHT SCHOOLS!

For a full conference agenda, please visit www.sourcemediaconferences.com/CDISP07/ • 800.803.3424 • 212.803.6093

AT CDI-MDM SUMMIT – SPRING 2007, OUR COMPREHENSIVE & INNOVATIVE PROGRAM WILL BE LED BY THESE INDUSTRY THOUGHT LEADERS & PACE-SETTERS:

CONFERENCE CHAIR:

Aaron ZornesFounder & Chief Research OfficerTHE CDI-MDMINSTITUTE

KEYNOTE SPEAKERS:

Kanon CozadSVP & Director, Application DevelopmentUMB BANK

Jim EricssonEditorial DirectorDM REVIEW & BI REVIEW

Tony FisherPresident & CEODATAFLUXCORPORATION

Jolene JonesData Architect & SAPNetWeaver MDMProduct ManagerINTEL

Pascal LaikVP of MDMORACLE CORPORATION

Nimish MehtaSVP for EnterpriseInformationManagementSAP LABS, LLC

Martin MoseleyCTOINITIATE SYSTEMS, INC.

Ben WildeManager, ProductStrategy, Master DataManagementIBM SOFTWARE GROUP

Shawn AhmedWorldwide Technology Team Lead -Enterprise Information ManagementBUSINESS OBJECTS

Ed AllburnPresident & CEODATADELTA, INC.

Christine AndersonSenior Business AnalystPALM, INC.

James AndrewsMDM Practice Leader, Enterprise VerticalsWIPRO TECHNOLOGIES

Charles BabcockEditor-at-LargeINFORMATION WEEK

Jane BoothDirector, Customer AlignmentHONEYWELL

Nate BoydDirector of Product ManagementPURISMA, INC.

Bill BrumlowSenior Enterprise Information ArchitectSUPERVALU, INC.

Donna BurbankDirector, Strategic Architecture &Modeling SolutionsEMBARCADERO TECHNOLOGIES

Ramon ChenDirector of Product ManagementSIPERIAN, INC.

Dr. Malcolm ChisholmPresidentASKGET.COM, INC.

Richard L. ClementsSenior Director of Product MarketingINITIATE SYSTEMS, INC.

David CodelliDirector of Segment MarketingSUN MICROSYSTEMS

Roger CottleDirector, Windows Live PlatformBusiness SolutionsMICROSOFT

Angie CouronSenior IT Manager, Customer Data IntegrationNETWORK APPLIANCE

Pete DaffernCEO & Chairman of the BoardPURISMA, INC.

Peter DeeringVice PresidentSTATE STREET CORPORATION

Dean DrougasCIOHYPERION SOLUTIONS CORPORATION

Donald FarmerGroup Program Manager - SQL Server Data MiningMICROSOFT

John GairhamProduct Marketing Manager, IBM WebSphere Customer CenterIBM SOFTWARE GROUP

Brett GowDirector, Enterprise Data GovernanceCenter of ExcellenceIBM GLOBAL BUSINESS SERVICES

Jim GreenPresident & CEOCOMPOSITE SOFTWARE, INC.

Sunil GuptaDirector, Solution Marketing, SAP NetWeaverSAP LABS, LLC

Bob HagenauCo-Founder & VP, Product Managementand Corporate DevelopmentPURISMA, INC.

Naeem HashmiFounder & Chief Research OfficerINFORMATION FRAMEWORKS

Rahul KamathGroup Manager, CDM Product ManagementORACLE

Judy KoSenior Director, Enterprise MarketingINFORMATICA CORPORATION

Rajesh KrishnaswamyMDM Practice Leader, Financial Services & TelecomWIPRO TECHNOLOGIES

Satish KrishnaswamyVP, MDM SolutionsTERADATA, A DIVISION OF NCR

Deborah LargenProject Manager, EnterpriseInformation ServicesSUNTRUST BANKS, INC.

Scott LeeChief Architect, Corporate MDM ProgramR.R. DONNELLEY

Evan LevyPartner & Co-FounderBASELINE CONSULTING

Chris LucasVP, CDI SolutionsDUN & BRADSTREET

Duane LyonsSenior Engagement LeaderINFOSYS CONSULTING, INC.

Mani Kumar MandaFounder & PresidentRHAPSODY TECHNOLOGIES, INC.

Chris MaughanTechnical Lead, Customer Information SystemSUNTRUST BANKS, INC.

William McKnightSenior Vice President, Data WarehousingCONVERSION SERVICESINTERNATIONAL, INC.

Suresh MenonDirector, Product ManagementIDENTITY SYSTEMS, INC.

Aaron NewmanManager, Commercial Data GovernanceGENETECH, INC.

Prateesh R. PanditProject ManagerXILINX, INC.

Lawrence ParksTechnical ManagerORACLE CONSULTING

David PlotkinData Quality ManagerWELLS FARGO CONSUMER CREDIT GROUP

Stephane PoulinCustomer IT Program ManagerMOTOROLA

Dan PowerAVP, Global AlliancesDUN & BRADSTREET

Neil RadenPresidentHIRED BRAINS, INC.

Robert RothDirector, Shared Development & ServicesINTUIT, INC.

David SchuetteChief Solution StrategistBUSINESSEDGE SOLUTIONS, INC.

Robert S. SeinerPresident & Principal ConsultantKIK CONSULTING/TDAN.COM

Len SilverstonPresident & FounderUNIVERSAL DATA MODELS, LLC

Dileep SrinivasanDirector & Practice Lead, Customer Solutions PracticeCOGNIZANT TECHNOLOGY SOLUTIONS

Matt StitzSenior Product ManagerMICROSOFT

Kuldeep TanwarManager, Business ApplicationsWIND RIVER SYSTEMS

Rob TholemeierFounderIT STOCKS NOW!

Kalyan ViswanathanPractice Director for the MDM, CDI & PIM PracticeTATA CONSULTANCY SERVICES

Anurag WadehraVP, Marketing & Product ManagementSIPERIAN, INC.

Troy WittSenior Manager, Customer Policy ManagementCLOROX

Catherine ZyetzProgram ManagerHONEYWELL

FEATURED SPEAKERS

CDI-MDM SUMMIT Spring 2007 - Conference Summary

For a full conference agenda, please visit www.sourcemediaconferences.com/CDISP07/ • 800.803.3424 • 212.803.6093

PRE-CONFERENCE “NIGHT SCHOOL” TUTORIALS: SUNDAY, MARCH 25, 2007, 6:30 PM – 7:30 PMMaster Reference Data Strategies for SOA- Based Global Business Operations | Naeem Hashmi, Information Frameworks

Building the Agile MDM Team | Evan Levy, Baseline Consulting

Human Dynamics Data Governance | Len Silverston, Universal Data Models, LLC

Handicapping the [Financial] Health of CDI, DQ, & MDM, Solutions Vendors | Rob Tholemeier, IT Stocks NOW!

Private Publicity: Confidentiality & Behavioral Targeting | Donald Farmer, Microsoft

Energize CDI-MDM with the Power of Semantic Technology | Neil Raden, HiredBrains.com(Additional registration fee: $99)

PRE-CONFERENCE WORKSHOPS: SUNDAY, MARCH 25, 2007, 2:00 PM – 6:00 PM CDI-MDM Boot Camp | Ed Allburn, DataDelta, Inc. & Aaron Zornes, The CDI-MDM Institute

Data Governance & Data Stewardship | Robert S. Seiner, KIK Consulting/TDAN.com

Oracle CDH Educational Symposium (Oracle CDM SIG) | Mani Kumar Manda, Rhapsody Technologies, Inc. & Dan Power, Dun & Bradstreet

Data Profiling For Proactive Data Quality Improvement | David Plotkin, Wells Fargo Consumer Credit Group

Master Reference Data 101 | Dr. Malcolm Chisholm, AskGet.com Inc.(Additional registration fee: $249)

KEYNOTES • Conference Chairman Keynote: Milestones on the CDI-MDM Road Map for 2007-08 | Aaron Zornes, The CDI-MDM Institute

• MDM Strategies for the Global 10,000 | Jolene Jones, Intel & Nimish Mehta, SAP Labs, LLC

• Evolution of MDM | Ben Wilde, IBM Enterprise Master Data Solutions

• Strategic Customer Management: Using Customer Data to Create Value | Martin Moseley, Initiate Systems, Inc.

• Enterprise Information Management Strategies for 2007-08 | Kanon Cozad, UMB Bank & Pascal Laik, Oracle Corporation

• CDI: More Than a Single View of the Customer? | Tony Fisher, DataFlux Corporation

INDUSTRY INNOVATION SESSIONS• Delivering a “Magic Button”: Leveraging CDI to Optimize Use of Siebel CRM | Pete Daffern, Purisma, Inc. & Dean Drougas, Hyperion Solutions Corporation

• Keys to a Successful CDI-MDM | Suresh Menon, Identity Systems, Inc.

• MDM as the Key Enabler for Information Management Strategy | James Andrews & Rajesh Krishnaswamy, Wipro Technologies

• Mastering the CDI Challenge | Roger Cottle, Microsoft & Chris Lucas, Dun & Bradstreet

BREAKFAST BRIEFINGSHybrid Solutions, Not Just for Cars Anymore: CDI Enrichment & BI Best Practices | Sponsored by

Hype vs. Reality? | Sponsored by

Gaining a Clear Picture of Master Data Management | Sponsored by®

CUSTOMER DATA INTEGRATION TRACKSponsored by:

Build Your Own Conference!

For a full conference agenda, please visit www.sourcemediaconferences.com/CDISP07/ • 800.803.3424 • 212.803.6093

TRACK KEYNOTE: A Methodology for Sustainable CDI–MDM SuccessKalyan Viswanathan, Tata Consultancy ServicesEXPERT TESTIMONY:Technical Evaluation Criteria for CDI & MDM SolutionsAaron Zornes, The CDI-MDM InstituteEXPERT TESTIMONY:Unifying Customer Data With Oracle MDM Kanon Cozad, UMB BankEXPERT TESTIMONY: CDI Evolution & Global Account Management Matt Stitz, MicrosoftCASE STUDY:Mastering Customer Data in a Multi-ERP LandscapeStephane Poulin, MotorolaCASE STUDY: Process Governance & Stewardship in a Service-Oriented BusinessDave Schuette, BusinessEdge Solutions, Inc.BEST PRACTICES: Organizing for Effective Customer Master Data Governance in a Global Enterprise Jane Booth & Cathy Zyetz, HoneywellBEST PRACTICES: Integrating Operational Customer Data in Retail Banking Deb Largen & Chris Maughan, SunTrust Banks, Inc.

MASTER DATA MANAGEMENT TRACK Sponsored by:

TRACK KEYNOTE: MDM—Choices Facing the CIO Anurag Wadehra, Siperian, Inc.BEST PRACTICES:CDI-MDM ROI & Justification William McKnight, Conversion Services International, Inc.EXPERT TESTIMONY: Optimizing Siebel CDI Match Accuracy Christine Anderson, Palm, Inc.; Ed Allburn, DataDelta, Inc.; Duane Lyons, Infosys Consulting, Inc.EXPERTS PANEL:The Best of Master Data Management Online Group Discussion Angie Couron, Network Appliance; Scott Lee, R.R. Donnelley; Aaron Newman, Genetech, Inc.; Preetish Pandit, Xilinx, Inc.VENDOR CROSS-EXAMINATION PANEL:CDI-MDM Futures Moderator: Aaron Zornes, The CDI-MDM InstituteVENDOR CROSS-EXAMINATION PANEL:Process Hubs Moderator: Aaron Zornes, The CDI-MDM InstituteCASE STUDY: Enterprise MDM: Complementing & Extending the Active Data WarehouseSatish Krisnaswamy, Teradata, a division of NCRCASE STUDY:How Regulatory & Compliance Requirements Can Drive MDMPeter Deering, State Street Corporation

DATA GOVERNANCE/DATA QUALITY TRACKSponsored by:

TRACK KEYNOTE: Charter Your CDI-MDM Implementation with Effective DataManagementScott Lee, R.R. Donnelley & Dileep Srinivasan, Cognizant Technology SolutionsEXPERT TESTIMONY: Implementing Effective Data Governance & Data Stewardship Programs Robert S. Seiner, KIK Consulting/TDAN.comEXPERTS PANEL: Best Practices in Master Reference Data Moderator: Robert S. Seiner, KIK Consulting/TDAN.comCASE STUDY: Data Governance & Compliance for Financial Services Brett Gow, IBM Global Business ServicesEXPERT TESTIMONY: Defining & Establishing an Effective Data GovernanceOrganization in a Fortune 20 CompanySpeaker TBDVENDOR CROSS-EXAMINATION PANEL:How Much Data Governance Integration is Necessary?Moderator: Robert S. Seiner, KIK Consulting/TDAN.comEXPERTS PANEL:Best Practices in Data Governance Moderator: Dr. Malcolm Chisholm, AskGet.com, Inc.BEST PRACTICES: Real ROI Via Next-Generation Process-Centric PIMTroy Witt, Clorox

DATA INTEGRATION SERVICES TRACK Sponsored by:

TRACK KEYNOTE: SOA Data Services for MDMJim Green, Composite Software, Inc.EXPERTS PANEL:Privacy & Compliance Issues for CDI-MDM Moderator: Jim Ericson, DM Review, BI ReviewCASE STUDY: Get Your CDI-MDM Project Off to a Running StartKuldeep Tanwar, Wind River Systems & Larry Parks, Oracle CorporationVENDOR CROSS EXAMINATION PANEL: Hierarchy Management vs. Hierarchy-by-AnarchyModerator: Aaron Zornes, The CDI-MDM InstituteEXPERT TESTIMONY:Avoiding the CDI-MDM SI Money Pit Aaron Zornes, The CDI-MDM InstituteCASE STUDY: Using SOA to Build a CDI Ecosystem Robert Roth, Intuit, Inc.EXPERTS PANEL:Best Practices in Customer Built/DIY CDI-MDM Moderator: Aaron Zornes, The CDI-MDM Institute

NEW THIS YEAR! Customize your conference attendance according to your level of knowledge in customer data integration (CDI),master data management (MDM) and data governance. Our advisory board has recommended certain sessions for those attendees relativelynew to CDI and for those who are seasoned veterans looking for a quick update in the latest strategies, tools and trends.

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Those who are new should consider our “Fundamentals in CDI” virtual trackrecommendations for a comprehensive overview.

Those who are veterans or specialists should investigate our “Advanced CDI”virtual track recommendations for a more technical update.

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Event Sponsors

Platinum Level Sponsors:

Gold Level Sponsors:

Silver Level Sponsors:

Registration Sponsor:

Breakfast Briefing Sponsors:

Industry Sponsors:

Exhibitors:

®

SourceMedia, Inc.One State Street Plaza, 27th FloorNew York, NY 10004

PRESORTED STANDARDU.S. POSTAGE

PAIDBRONX, NY

PERMIT NO 8898

Customer Code:

Registration RatesExpires3/12/07

Quantity Early Bird Standard Subtotal

_______ Summit $1,495 $1,895 _______

_______ Workshop $249 $249 _______

_______ Night School $99 $99 _______

_______ Pre-conference $299 _______Combo (1 Workshop/1 Night School)

Total_______

PaymentsPlease make checks payable to SourceMedia, Inc. C&E and includethe name(s) of the attendee(s) on the face of the check. We acceptAmerican Express, Diners Club, Discover, Visa, and MasterCard.Registration fees include all breakfasts, lunches, refreshment breaks,receptions and a copy of the conference workbook. Full Paymentmust be received 14 days prior to the event.

DisclaimersWe reserve the right to change or replace speakers without notice.

Substitutions and CancellationsSubstitutions may be sent at any time. All cancellations must bereceived in writing at least 14 days prior to the event in order toreceive a refund or letter of credit. All refunds are subject to a $250 administration fee. No refunds or letters of credit are available later than 14 days prior to the event.

Hotel AccommodationsSourceMedia has secured a block of rooms at a special discounted rate.Be sure to mention that you are a SourceMedia event participant.Rooms will be available on a first come first serve basis. Please makeyour reservations by February 26, 2007.

Hotel InfoSan Francisco Marriott®

55 Fourth Street San Francisco, CA 94103Reservations: 800-228-9290 or 415-896-1600Website: www.marriott.comRoom Rates: $229 single/double

The hotel rate is subject to applicable state and local taxes, plus a $0.25 tourism tax per night.

Ground TransportationReceive a 5% discount from Boston Coach as a SourceMedia, Inc. eventparticipant. Call 800-672-7676. Mention account #31695. Reservationsmust be made in advance. Please call for pricing and reservations.

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COMPANY:

ADDRESS:

CITY: STATE: ZIP:

PHONE: FAX:

E-MAIL:

CHARGE MY CREDIT CARD: nn American Express nn Diners Club

nn Discover nn MasterCard nn Visa

CARD NUMBER: EXP. DATE:

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nn Check Enclosed : Make checks payable to SOURCEMEDIA INC., C&E.

Mail checks with completed registration form to:

SourceMedia Inc., PO Box 71911, Chicago, IL 60694-1911

4 Easy Registration Methods

n WEB www.sourcemediaconferences.com/CDISP07/n FAX 800-250-1811 or 212-803-8515n PHONE 800-803-3424 or 212-803-6093n MAIL SourceMedia Inc., C&E

PO Box 71911, Chicago, IL 60694-1911

Special Online Offer: Enter Promotion Code BROand Receive 15% Discount off the Applicable Rate

MARCH 25-27, 2007 • SAN FRANCISCO MARRIOTT • SAN FRANCISCO, CA

REGISTER BYMARCH 12 AND SAVE !

CDI-MDM SUMMITSpring 2007

What is Your Industry Category?nn Academicnn Accountingnn Automotivenn Banking, Insurance,

Financial Servicesnn Capital Marketsnn Cardsnn Collections and Credit Risknn Consultingnn Employee Benefitsnn Food & Beveragenn Governmentnn Healthcarenn Investment Managementnn Manufacturingnn Mediann Mortgagenn Non-Profitnn Oil & Gasnn Pharmann Real Estatenn Retailnn Technologynn Telecommunicationsnn Transportationnn Utilitiesnn Other_______________________

What is Your Job Function?nn Accountingnn Consultantnn Financenn Human Resources/Benefitsnn Information Technologynn Legalnn Researchnn Sales/ Marketingnn Senior Managementnn Strategic/Operationsnn Other_______________________

What is Your PurchasingAuthority?nn Yes, I make the final

decision on purchasesnn I recommend products &

solutionsnn No, I am not responsible for

buying products andservices

Number of Employees in Your Organization?nn 1 - 499nn 1,000 - 4,999nn 5,000 - 9,999nn 10,000 - 19,999nn 20,000+

What is Your CompanyAnnual Revenue?nn Under a $Millionnn $1,000,000 - $4,999,999nn $5,000,000 - $9,999,999nn $10,000,000 - $49,999,999nn $50,000,000 - $99,999,999nn $100,000,000 -

$499,999,999nn $500,000,000 - One billionnn Over a $Billion

DEMOGRAPHIC INFORMATION


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