IN-PERSON

Southern California CDAO Executive Summit

May 23, 2024 | Marriott Long Beach Downtown

May 23, 2024
Marriott Long Beach Downtown

APPLY TO PARTICIPATE

Collaborate with your peers

Get together with Southern California's top CDAOs to tackle shared business challenges and critical priorities facing your role today. Participate in this one-day, local program with peer-driven topics and interactive discussions with your true C-level peers.

Join your peers to discuss the most critical issues impacting CDAOs today:

Implementing AI with Ethical Integrity and Governance

Leveraging Trust in Data Sharing for Business Growth

Assessing Data and Analytics' ROI for Sustainable Investments

Southern California CDAO Governing Body


The Governing Body Co-Chairs shape the summit agenda, ensuring that all content is driven by CDAOs, for CDAOs.

Governing Body Co-Chairs

Meetali Agarwal

Domino's Pizza
VP, Head of Data

Mike Burkes

Ultra Mobile
SVP, Enterprise Information Management (CDO)

Prachi Priya

Team One
Chief Data Officer

Matt Smith

Microsoft Corporation
Chief Data Officer - West Enterprise Operating Unit

What to Expect

Interactive Sessions

Hear from CDAO practitioners and thought leaders on how they're solving critical challenges impacting your role today in Keynote sessions, and join smaller, interactive discussions with your peers in Breakout and Boardroom sessions.

Community Networking

Make new connections and catch up with old friends in casual conversations during dedicated time for networking designed to better acquaint you with your Southern California CDAO community.

Peer-to-Peer Meetings

Connect with like-minded peers in a private, one-on-one setting through Evanta's Peer-to-Peer Meetings. You will be matched with peers in your community based on your shared interests and priorities.

Agenda


May 22, 2024

May 23, 2024

6:00pm - 8:30pm  Governing Body Welcome Reception

Governing Body Welcome Reception

Join us for food, drinks and networking the evening before the summit. This will be held at the newly renovated Marriott Long Beach Downtown with fun games like giant jenga and connect 4. 

7:45am - 8:30am  Registration & Breakfast

8:30am - 9:15am  Keynote

Leading Resilient Teams Through Unpredictable Adversity

Lisa Thompson headshot

Lisa Thompson

Author of "Finding Elevation: Fear and Courage on the World's Most Dangerous Mountain"

Guest Speaker

Lisa Thompson is a high-altitude mountaineer and former healthcare executive who beat cancer months before standing on the summit of Everest. Lisa later became the first all-American woman to summit K2, which is considered the deadliest mountain in the world. In her talks and book, “Finding Elevation,” Lisa shares the experience of climbing the toughest mountains in the world and the importance of teamwork, resilience and defining boundaries.

Join this keynote session to learn about the importance of:

  • Embracing change and overcoming challenges
  • Creating a supportive environment inside and outside the office
  • Defining clear roles and goals to build a strong, communicative team


9:15am - 9:40am  Networking Break

9:40am - 10:25am  Breakout Session

Managing Your Data Estate — Putting AI To Work Instead of Play

Matt Smith headshot

Matt Smith

Chief Data Officer - West Enterprise Operating Unit

Microsoft Corporation

Meetali Agarwal headshot

Meetali Agarwal

VP, Head of Data

Domino's Pizza

Sarath Ramaswami headshot

Sarath Ramaswami

Senior Vice President, Data

American Homes 4 Rent

Having connected, informed, trustworthy and responsive data is the aspiration for properly transforming your organization. Yet data siloes, disconnected systems, and incongruent data inhibit this organizational nirvana. Combine that with how much focus is now set on GenAI and there's an even bigger hill to climb.

Instead, how do you take the hype and capabilities around AI to build a broader data estate, regardless of the business unit, system or cloud that it resides? Join this session with peers to discuss:

  • Creating the most effective ecosystem and adopting new GenAI capabilities
  • Maximizing your data, analytics, and AI investments
  • Simplifying how you leverage data fabric and AI

9:40am - 10:25am  Executive Boardroom

Empowering Decision Making with Data-Driven Insights

Mark Van de Weil headshot

Mark Van de Weil

Field CTO

Fivetran

Yiqun (Helen) Li headshot

Yiqun (Helen) Li

Sr. Director of Digital Transformation

Eli Lilly and Company

Manzoor Mohideen headshot

Manzoor Mohideen

AVP, Data Strategy, Architecture & Governance

Pacific Life Insurance

As organizations collect more data, it’s crucial to empower the enterprise to use this data to ensure better business and customer outcomes. Organizations who want to futureproof their business will think beyond the dashboard to use data for decision making. Learn how technology leaders are modernizing their data platforms and automating processes to get the most value from their data.

Join this session to discuss:

  • Laying the foundation for predictive and advanced analytics
  • Balancing the benefits of data control with data democratization
  • Encouraging the enterprise to make more data informed decisions

Executive boardrooms are intimate and interactive sessions designed to foster dynamic dialogue around a specific, strategic topic. These private, closed-door discussions encourage attendee participation and are limited to 15 attendees (seating priority is given to CDAOs).

To reserve your seat, please contact: Casey Tomooka at Casey.Tomooka@evanta.com

9:40am - 10:25am  Executive Boardroom

Data as a Strategic Asset

Andrew Polgar headshot

Andrew Polgar

Director, Business Intelligence, Data & Analytics

TRI Pointe Homes

Data as a product transforms data management, posing challenges for CDAOs in data quality, compliance and culture. Adopting robust governance, user-centric design and collaboration, CDAOs can overcome these hurdles, unlocking innovation opportunities and guiding organizations towards value-driven data utilization.

Join this round table discussion as peers discuss:

  • Transforming organizational data management
  • Addressing data quality and compliance challenges
  • Unlocking innovation through strategic responses

Executive boardrooms are intimate and interactive sessions designed to foster dynamic dialogue around a specific, strategic topic. These private, closed-door discussions encourage attendee participation and are limited to 15 attendees (seating priority is given to CDAOs).

To reserve your seat, please contact: Casey Tomooka at Casey.Tomooka@evanta.com

10:25am - 11:05am  Networking Break

10:30am - 10:55am  Peer-to-Peer Meetings

Peer-to-Peer Meetings

Connect with like-minded peers in a one-on-one setting through Evanta’s Peer-to-Peer Meetings. You will be matched with peers in your community based on your shared interests and priorities.

11:05am - 11:50am  Breakout Session

Overcoming Security and Privacy Barriers to Data Modernization

James Rice headshot

James Rice

VP of Customer Solutions

Protegrity

New technologies are rapidly changing the way we use data to optimize experiences. To stay competitive, businesses must modernize their data processes and strategies in an ever-evolving digital climate.

In this session, we'll discuss:

  • Security and privacy barriers holding back your sensitive data
  • The power of federated architectures for data security and data mesh
  • Unlocking the door to AI initiatives, advanced analytics and cloud migration with modernized data

11:05am - 11:50am  Executive Boardroom

Building a High Velocity, High Impact Data & Analytics Capability

Scott Breitnenother headshot

Scott Breitnenother

CEO & Founder

Brooklyn Data

Heidi Liu headshot

Heidi Liu

Head of Data Management and Analytics

Pacific Dental Services

Shahin Mohammadkhani headshot

Shahin Mohammadkhani

VP & CTO, Engineering & Artificial Intelligence

United Talent Agency

With increased investments in data, analytics and AI —the need to demonstrate ROI has never been greater. How can organizations effectively balance maintaining robust enterprise data infrastructure with the agility required to drive tangible value?

Join this session to discuss:

  • Building a culture centered around business outcomes
  • Developing team structures and processes focused on speed to delivery
  • Deploying governance and tooling to empower self-service capabilities

Executive boardrooms are intimate and interactive sessions designed to foster dynamic dialogue around a specific, strategic topic. These private, closed-door discussions encourage attendee participation and are limited to 15 attendees (seating priority is given to CDAOs).

To reserve your seat, please contact: Casey Tomooka at Casey.Tomooka@evanta.com

11:05am - 11:50am  Executive Boardroom

Going the Distance — Sustaining Your GenAI Strategy

Yogesh Joshi headshot

Yogesh Joshi

SVP Global Data and Analytics

TransUnion

Rajeev Mehrotra headshot

Rajeev Mehrotra

VP of Business Systems, Engineering, Analytics, & Big Data

Western Dental Services

Gartner predicts that through 2025, at least 30% of GenAI proof of concept projects will be abandoned due to poor data quality, inadequate risk controls, escalating costs or unclear business value. So how can CDAOs and heads of data succeed in scaling GenAI initiatives to maximize benefits for the long term?

Join this session to discuss:

  • Current GenAI use cases and considerations
  • Connecting GenAI investment to business value
  • Collaborating with the c-suite on a long-term GenAI strategy

Executive boardrooms are intimate and interactive sessions designed to foster dynamic dialogue around a specific, strategic topic. These private, closed-door discussions encourage attendee participation and are limited to 15 attendees (seating priority is given to CDAOs).

To reserve your seat, please contact: Casey Tomooka at Casey.Tomooka@evanta.com

11:50am - 12:35pm  Lunch Service

12:35pm - 1:10pm  Keynote

Elevating to Change Agent — How Data & Analytics Leaders Can Level Up

Zoher Karu headshot

Zoher Karu

Chief Data & Analytics Officer

Blue Shield of California

While being "data-driven" is often set as an organizational objective, data leaders continue to focus on the broader impact and business outcomes of their data democratization strategy. Zoher Karu, CDAO at Blue Shield California, shares how he has shifted his team’s mindset to being true business enablers as they navigate empowering the business through data.

Join this session to hear about:

  • Creating cultural change through data 
  • Measuring the success of self-service initiatives
  • Pursuing organizational change connected to business strategy

1:10pm - 1:35pm  Break

1:35pm - 2:20pm  Breakout Session

Navigating Data Trust to Success

Ghada Richani headshot

Ghada Richani

Managing Director, Data & Technology Strategy and Project Management Office

Bank of America

Sreeram Potukuchi headshot

Sreeram Potukuchi

Director, Head of Enterprise Data

Republic Services

CDAOs face the critical task of ensuring data's trust and reliability —essential for informed decision-making and strategic advantage. Aligning data strategies with business objectives ensures compliance but also positions data as a pivotal force for competitive differentiation.

Join this fireside chat to hear about:

  • Establishing robust governance for data trust-building
  • Adopting technology to ensure data quality
  • Fostering organizational culture for data literacy

1:35pm - 2:20pm  Executive Boardroom

The Evolution of the CDAO

CDAOs are at an inflection point with a critical role in preparing organizations for AI. At the same time, they are tasked with navigating enterprise change, delivering business value, executing effectively and elevating their C-Suite influence. With so much at stake — what does this mean for current CDAOs and the future of the role?

This session will explore:

  • Critical skills needed from CDAOs in the moment
  • Approaching D&A strategy with a business lens first
  • Steps CDAOs can take now to lead into the future

Executive boardrooms are intimate and interactive sessions designed to foster dynamic dialogue around a specific, strategic topic. These private, closed-door discussions encourage attendee participation and are limited to 15 attendees (seating priority is given to CDAOs).To reserve your seat, please contact: Casey Tomooka at Casey.Tomooka@evanta.com

1:35pm - 2:20pm  Executive Boardroom

The Key Ethical Considerations of Generative AI


With the rapid evolution of AI technologies, the law and ethical standards governing their development has slowly been trying to keep up. In response, data leaders must ensure AI development and use doesn’t compromise on remaining trustworthy

Join this session to discuss:

  • Balancing ethical considerations with creating efficiencies through AI
  • Implementing effective AI policies and procedures
  • Fostering collaboration amongst stakeholders involved in AI strategy


Executive boardrooms are intimate and interactive sessions designed to foster dynamic dialogue around a specific, strategic topic. These private, closed-door discussions encourage attendee participation and are limited to 15 attendees (seating priority is given to CDAOs).

To reserve your seat, please contact: Casey Tomooka at Casey.Tomooka@evanta.com

2:20pm - 3:00pm  Networking Break

2:25pm - 2:50pm  Peer-to-Peer Meetings

Peer-to-Peer Meetings

Connect with like-minded peers in a one-on-one setting through Evanta’s Peer-to-Peer Meetings. You will be matched with peers in your community based on your shared interests and priorities.

3:00pm - 3:45pm  Breakout Session

Embracing AI to Get the Talent You Need

Jose Ramirez headshot

Jose Ramirez

Director Analyst

Gartner

AI has joined the team, especially in IT, but what does this mean for the future workforce? CIOs must develop strategies to create a blended workforce that embraces AI and nontraditional talent sources instead of relying primarily on full-time employees. 

Join this session to learn about:

  • Equipping the organization with the capabilities needed to embrace AI
  • Exploring unconventional talent sources and solutions
  • Enabling human workers to work successfully with and alongside machines

3:00pm - 3:45pm  Executive Boardroom

Showcasing Value for the D&A Vision

Manish Dasaur headshot

Manish Dasaur

Chief Data & Analytics Officer - Comms & Media NA

Accenture

Aligning data strategy to business strategy is a critical imperative for CDAOs. To do this effectively, data leaders must measure and communicate the impact of their data and analytics initiatives — integrating the value into the fabric of the organization.

Join this session to discuss:

  • Demonstrating ROI of D&A initiatives to critical stakeholders
  • Communicating the value of data practices across the organization
  • Storytelling to connect business problems and data solutions

Executive boardrooms are intimate and interactive sessions designed to foster dynamic dialogue around a specific, strategic topic. These private, closed-door discussions encourage attendee participation and are limited to 15 attendees (seating priority is given to CDAOs).

To reserve your seat, please contact: Casey Tomooka at Casey.Tomooka@evanta.com

3:00pm - 3:45pm  Executive Boardroom

Optimizing Outcomes Through Machine Learning

James Lin headshot

James Lin

Head of AI/ML Innovation

Experian

Machine learning's pivotal role in enhancing decision-making and operational efficiency continues to drive significant business investment. As the landscape evolves, the focus for leaders is increasingly on ethical integration and strategic innovation to maintain a competitive edge in their industries.

Join this session to discuss:

  • Maximizing decision making with predictive analytics
  • Enhancing efficiency through automation
  • Addressing challenges in data privacy and bias

Executive boardrooms are intimate and interactive sessions designed to foster dynamic dialogue around a specific, strategic topic. These private, closed-door discussions encourage attendee participation and are limited to 15 attendees (seating priority is given to CDAOs).

To reserve your seat, please contact: Casey Tomooka at Casey.Tomooka@evanta.com

3:45pm - 4:10pm  Break

4:10pm - 4:45pm  Keynote

Transparency & Responsibility — Forging the GenAI Path

Sam Hamilton headshot

Sam Hamilton

Head of Data & AI Platform

Visa

As the hype around Generative AI continues to build, doing nothing is no longer an option. Wherever you are in your journey, analyzing both opportunities and risks is essential. Sam Hamilton, Head of Data & AI at Visa, will share his approach to data use in the new generation of AI — highlighting why data is paramount to unlocking AI potential and how responsible data use is more critical than ever.

Join this session to learn about:

  • Accelerating opportunities with GenAI
  • Preparing your organization for GenAI risks
  • Implementing responsible AI with transparency

4:45pm - 5:00pm  Closing Comments and Prize Drawing

May 22, 2024

May 23, 2024

We look forward to seeing you at an upcoming in-person gathering


Evanta cares about the health and safety of our community. Please review the following recommendations prior to attending the gathering.

Location


Venue & Accommodation

Marriott Long Beach Downtown
MORE INFORMATION

A block of rooms has been reserved at the Marriott Long Beach Downtown at a reduced conference rate. Reservations should be made online or by calling 562-437-5900.

Deadline to book using the discounted room rate of $269 USD (plus tax) is April 29, 2024.

Your Community Partners


CDAO Thought Leader
Key Partner
Program Partners

Community Program Manager


For inquiries related to this community, please reach out to your dedicated contact.

Casey Tomooka

Community Program Manager

casey.tomooka@evanta.com