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