The 6th Annual Reference Data Management Conference

“The must-attend financial data management conference in Europe”
John Bottega, Chief Data Officer, Citi

FIMA is Europe’s premier reference data management conference. Taking place in London each year,

FIMA brings together over 400 senior data management executives from across the buy side and sell side, all striving to improve data quality, move towards EDM (Enterprise-wide Data Management), reduce operational risk and remain compliant to new and existing regulations. If you’re heading up or working within reference data projects, FIMA will ensure you return to your organisation better equipped to manage your key data challenges.

And in the current economic climate…

Surely you could benefit from hearing how your key competitors are prioritising reference data projects in the current economic climate?

If the answer is yes, then don’t miss FIMA 2008, where we will deliver more in depth case studies and strategies than any other reference data management event this year.

If you like many other financial institutions, are feeling the squeeze of the credit crunch on your reference data budgets, don’t miss FIMA 2008, where you will gain unrivalled insight from those who are actively streamlining and improving the effectiveness of their reference data initiatives.

Financial Institutions can save up to £649 / €975 off the full conference price: Register by 15th August

Highlights From The Exceptional Speaker Faculty:

• John Bottega, Chief data Officer, CITI
• Peter Serenita, Chief data Officer, JPMorgan Worldwide Securities Services
• Ian Webster, Global Head Market Data, Barclays Global Investors
• Graeme Muirhead, Managing Director Technology Division, Merrill Lynch
• Michael Eldridge, Head of European Operations Control, WestLB AG
• Sean Taylor, Executive Director, Client Onboarding EMEA, UBS
• John White, Principal Data Management, State Street Global Advisors
• Iman Szeto, Director of Global Reference Data Programme, UBS Global Asset Management
• Karin De Ridder, Head of Securities Standards, S.W.I.F.T.
• Peter Largier, Global Head of Reference Data, Project and Business Analyses, Credit Suisse
• Julia Sutton, Global Head Customer Accounts Operations, Citi
• Mike Atkin, Managing Director, EDM Council
• Martin Kruit, VP, Head of Data Management Expertise Centre, ABN Amro
• Ian Barnett, European Head of IMD Risk, Lehman Brothers
• Francis Gross, Head of Organisational Planning Division, European Central Bank
• Sally Hinds, Global Head of EDM, HSBC
• Paul Booth, Global Co-Head of Data Services Team, CITI
• David Lanc, Head of Data Management, National Australia Bank Group
• Dr Vinay Pampapathi, Executive Director, Technology Division, Daiwa Securities SMBC Europe
• Lisa Sully, Head of Global Data Management, UBS Global Asset Management
• Alan Greenall, Global Head of Reference Data IT, HSBC Bank plc
  

Agenda Highlights:

A View From The Top: Uncovering Metrics That Gain Top-Level Attention

• Examining what CEO’s are looking for to help them make the tough decisions on whether to invest $/£/€ in data management
• Uncovering business issues through metrics
• How big a problem you have with your data
• Understanding the implications of it from a business and risk perspective
• Using metrics to verify, validate and prioritize your business objectives

Understanding And Quantifying The Downstream Impact Of Bad Data In Order To Drive Company-Wide Commitment To Reference Data Projects

• To what extent can bad data impact processes such as trade execution, valuation, risk & compliance, clearance & settlement, and pre and post trade analysis?
• How can you put a value on its impact in terms of workflow disruptions, capital charges, manual intervention, penalties and fines, and compliance?
• How can you best ‘package’ the quantifiable impact into a format that gives you the attention you need from the Board? 

Effectively Managing Your Golden Copy Through Effective and Standardised Data Integration

• Creating internal standards and ownership models
• Implementing internal, group wide standards for data entry to ensure information quality
• Establishing a data quality framework that will ensure transparency of downstream system errors
• Golden Copy through business transformation and technology innovation

Overcoming The Challenges Of Managing Data In A Turbulent Financial Market

• Assessing how bad the credit crunch has impacted financial data management projects and initiatives
• Mastering budget reallocation and staff cut backs: ensuring data quality remains the priority
• Reducing risk within your business through greater self auditing and compliance checks
• Gaining competitive advantage while your competitor reduces their efforts: why pushing ahead with data projects in times of uncertainty will add value to your bottom line long term

Managing A Golden Copy Repository In Practice: How To Ensure Different Departments With Different Data Needs Use A Single Source

• How can the widely diverse needs of different departments be reconciled with a single Golden Copy repository?
• What steps can you take to prevent different departments from keying in data manually?
• How can you create the necessary interfaces with different departments if they are not willing to allocate a budget for it?

Getting The Best Out Of Your Staff: Effectively Managing The Data Managers

• Linking highly skilled data managers as a competitive advantage
• Creating career paths with set goals and timelines for promotion
• Best practices in staff training, motivation and performance reviews
• Overcoming the challenge of staff retention within data management

Establishing Data Quality Initiatives To Improve Reporting & Compliance

• Understanding how regulations affect data applications
• Basel II, KYC, SOX, AML, Patriot Act, Reg NMS, etc.
• Creating an efficient data infrastructure that supports operational efficiency and regulatory reporting
• Proving best execution
• Verifying your transactions
• Managing your risk
• Providing transparent audit trails
• Meeting emerging regulatory requirements without compromising data quality and integrity
• Abstaining from diverting resources for short-term solutions

Speaker Opportunities

If you are interested in speaking at FIMA 2008, please contact Simon Bloom at WBR on +44 (0) 207 368 94990 or email simon.bloom@wbr.co.uk.

CD Rom

To purchase the FIMA 2007 CD ROM (all presentations included), contact us on +44 (0) 20 7368 9400.

Sponsorship Opportunities:

To learn more about sponsorship opportunities at FIMA 2008 please contact Simon Bloom at WBR on +44 (0) 207 368 9499 or email simon.bloom@wbr.co.uk. Download the sponsorship prospectus here.