New York CDAO Executive Summit

May 8, 2024 | Conrad New York Downtown

May 8, 2024
Conrad New York Downtown

Collaborate with your peers

Get together with New York'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:

Revising and enhancing D&A strategy in the age of AI

Governing and implementing responsible AI

Building trust and reliability in data

New York 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

Andrew Foster

M&T Bank
Chief Data Officer

Eric Hirschhorn

BNY Mellon
Chief Data Officer

Jodi Morton

Global and U.S. Chief Data Officer

Kalyani Sekar

Chief Data Officer, SVP, AI & Data

Gaurav Shah

Global Head of Data & Analytics for Consumer Healthcare

Joay Singhal

VP, Head of Data Enablement for Enterprise AI Solutions

JoAnn Stonier

Mastercard Fellow of Data & AI

Kendell Timmers

New York Times
SVP, Head of Data and Insights Group

Pawan Verma

Industrial and Commercial Bank of China
Chief Data Officer

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 New York 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.


May 7, 2024

May 8, 2024

6:00pm - 8:30pm  Networking

Governing Body Welcome Reception

Governing Body members host this dinner for attendees to launch the event with an evening of peer networking.

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

8:30am - 9:15am  Keynote

Developing Next-Generation Analytics and AI Strategy

Xingchu Liu headshot

Xingchu Liu

Chief Commercial Analytics Officer


In 2024, analytics and AI strategy is a top priority for Chief Data and Analytics Officers. Whether innovating for a competitive data landscape or bracing for the impact of generative AI — D&A leaders are revising their strategies to meet the moment. In this keynote, we’ll discuss the fundamental framework of people, process and technology to develop next-generation analytics and AI strategy.

Join this session to explore:

  • Creating techniques to transform and retain your talent
  • Implementing impactful data and analytics initiatives successfully
  • Gauging ideas about the future of technology in the D&A space

9:15am - 9:40am  Networking Break

9:40am - 10:25am  Breakout Session

Creating Data Products for Commercial Outcomes

Abhishek Mittal headshot

Abhishek Mittal

Global Head, Data, Operational Excellence, Governance, Risk & Compliance

Wolters Kluwer

The explosion of generative AI has accelerated the expectations for data and analytics leaders to deliver commercial value to the business. Not only are D&A leaders working to deploy AI responsibly and effectively, they’re also challenged with allocating the necessary resources for product development.

Join this session to explore how Wolters Kluwer is: 

  • Designing an operating model that supports AI workflows
  • Institutionalizing innovation process for data products
  • Communicating the value of D&A initiatives to gain stakeholder buy-in

9:40am - 10:25am  Breakout Session

Ensuring Governance Amid Digital Innovation

Shyam Nagarajan headshot

Shyam Nagarajan

Executive Partner, Global Practice Leader, Responsible AI


In today’s dynamic landscape, organizations often push to operationalize new technologies given the promising and innovative use cases. However, D&A leaders must spearhead a governed approach to eliminate risks and generate value. Effective strategies are needed to confidently implement AI with governance as a dependable safety net.

Join this session to explore:

  • Operationalizing AI governance and model monitoring
  • Managing enterprise risk and reputation
  • Ensuring compliance through a changing regulatory landscape

9:40am - 10:25am  Executive Boardroom

Evolving Data Strategies in the Age of AI

Conor Jensen headshot

Conor Jensen

Global Field CDO


Joay Singhal headshot

Joay Singhal

VP, Head of Data Enablement for Enterprise AI Solutions


Mike Albano headshot

Mike Albano

Director and Head of Product: AI/ML & Analytics Platforms

Vanguard Group

As organizations move into the era of data-driven decision making, AI and machine learning carry huge potential benefits. As seen with other data capabilities, organizations still face challenges around data quality, scalability and accessibility. D&A leaders must adapt data strategies to leverage AI and machine learning, further enhancing innovation and governance standards.

Join this roundtable discussion to learn how to:

  • Integrate AI capabilities within your data strategy
  • Implement trustworthy standards in AI and analytics
  • Foster organizational agility through scalable and accessible data products

9:40am - 10:25am  Executive Boardroom

Developing D&A Skills for the Future of Work

Ujjwal Singh headshot

Ujjwal Singh

Chief Product and Technology Officer


Doris Brophy headshot

Doris Brophy

Managing Director, Chief Data Officer - America

Société Générale

Max Ovcharenko headshot

Max Ovcharenko

Head of Data & Analytics, North America

Ascot Group

Skill and talent shortages are a consistent roadblock for D&A leaders — a trend that will only continue with the rise of Gen AI. In order to stay competitive in a changing technology landscape and position the organization for future success, CDAOs need a proactive plan.  

Join this session to discuss:

  • Evaluating the skills needed to successfully execute on D&A initiatives
  • Assessing current capabilities to build effective development strategies
  • Creating a thriving data culture for continuous upskilling at scale

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'll be matched with peers in your community based on your shared interests and priorities.

11:05am - 11:50am  Breakout Session

A D&A Journey From Reactionary to Value-Driven

Junaid Farooq headshot

Junaid Farooq

SVP, Enterprise Data Management

First Citizens Bank

Brian Paull headshot

Brian Paull

Chief Data & Analytics Officer

First Citizens Bank

Amid rapid growth and numerous acquisitions, data leaders at First Citizens Bank aligned toward a north star to maintain data quality, trust and drive business value.

This case study will explore:

  • Integrating into the business and remaining connected to how data is used
  • Aligning D&A strategy to business value and organizational goals
  • Diversifying skill sets to bridge between data, technology and business teams

11:05am - 11:50am  Breakout Session

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

Amie Fleming headshot

Amie Fleming

Azure Data & AI Director

Microsoft Corporation

Eric Hirschhorn headshot

Eric Hirschhorn

Chief Data Officer

BNY Mellon

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

11:05am - 11:50am  Executive Boardroom

Accelerating Analytic Insights for Strategic Transformation

Karthik Narayan headshot

Karthik Narayan

Product Management Director, Solutions


Alaa Moussawi headshot

Alaa Moussawi

Chief Data Scientist

New York City Council

Albana Theka headshot

Albana Theka

Director, Health Analytics & Data Strategy

Building Service 32BJ Health Fund

As AI continues to advance, the drive for more sophisticated and insightful analytics is becoming a cornerstone for strategic transformation in organizations. Yet the journey is often obstructed by outdated systems, fragmented data landscapes and complex regulatory hurdles. The need for streamlined data management and unification has never been more critical — promising significant advancements in operational efficiency and strategic insights.

Join this roundtable discussion to discuss:

  • Strategies for integrating and leveraging real-time data across the organization
  • Utilizing AI to enhance the productivity of data teams and the precision of analytics
  • Transitioning from outdated systems to a cohesive data unification framework

11:05am - 11:50am  Executive Boardroom

Data Integration is Key to Trusted Data

George Chen headshot

George Chen

VP of Professional Services at Segment


Joshua Bosire headshot

Joshua Bosire

Chief Analytics Officer

Cooper University Healthcare

Manik Patil headshot

Manik Patil

SVP, Head of Cloud Enablement

U.S. Bank

Organizations that empower employees to make data-driven decisions show tremendous results, yet a lack of trust in an organization’s data will prevent self-service options from ever being used to full advantage. Proper data integration is the key to foster trust in data, which in turn unlocks smarter insights, better business decisions and powerful outcomes.

Join this boardroom to discuss:

  • Reducing complexity and increasing connectivity of data systems
  • Accelerating business outcomes through quality data integration
  • Building trust and reliability in data and self-serve access points

11:50am - 12:35pm  Lunch Service

12:35pm - 1:10pm  Keynote

The Evolution of the CDAO

Dror Barber headshot

Dror Barber

CAO Chief Data & Analytics Officer

JPMorgan Chase

Dee Fitzgerald headshot

Dee Fitzgerald

Global Head Head of Data & Analytics


Gaurav Shah headshot

Gaurav Shah

Global Head of Data & Analytics for Consumer Healthcare


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

1:10pm - 1:35pm  Break

1:35pm - 2:20pm  Breakout Session

Assigning Value to AI — An Interactive Workshop

Jim Young headshot

Jim Young

Global Chief Data Officer


While there’s a lot of hype around generative AI, it’s more than just a buzzword. Many organizations are developing use cases to enhance internal efficiency and increase the bottom line. How can data and analytics leaders use this hype as a moment to define value and gain sponsorship for D&A initiatives beyond GenAI?

Join this interactive session to explore:

  • Constructing valuable use cases for GenAI and defining measures for success
  • Demonstrating value and gaining buy-in from key stakeholders
  • Fortifying C-Suite relationships to gain sponsorship for D&A  

1:35pm - 2:20pm  Breakout Session

Overcoming Security and Privacy Barriers to Data Modernization

James Rice headshot

James Rice

VP of Customer Solutions


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


1:35pm - 2:20pm  Executive Boardroom

AI Readiness — Going from Big Data to Better Data

Jason Bishop headshot

Jason Bishop

AI & AutoML Solution Consultant


Richard Robinson headshot

Richard Robinson

Chief Strategist, Open Data and Standards


Vijay Venkatesan headshot

Vijay Venkatesan

VP, Chief Analytics Officer

Horizon Blue Cross Blue Shield of New Jersey

There is so much potential with AI, but also so many new risks. Setting the correct foundation by designing with purpose and value will lead to trusted, better data. But how do you get to this point?

Join this interaction roundtable as CDAOs discuss:

  • Building a robust, trusted foundation for AI
  • Responsibly exposing data to AI
  • Pinpointing the source of troubles within the tech stack

1:35pm - 2:20pm  Executive Boardroom

Trustworthy Live Analytics with GenAI

Patrick Bangert headshot

Patrick Bangert

SVP Data, Analytics and AI


Reena Bajaj headshot

Reena Bajaj

Head of Data Analytics Products North America

Munich Re

Nan Girard headshot

Nan Girard

Senior Vice President- Financial Products & Analytics

M&T Bank

Getting trustworthy analytics takes time, while GenAI answers cannot be fully trusted. Chief D&A officers can square the circle by using GenAI, not to produce answers but to automate the query process and form the answers as dashboards. We obtain trustworthy reports instantly tailored to specific questions asked in English.

Join this session to explore:

  • Uncovering new possibilities created by AI
  • Assessing the value of combining data and AI technologies
  • Pinpointing the challenges of analytics in decision making

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'll be matched with peers in your community based on your shared interests and priorities.

3:00pm - 3:45pm  Breakout Session

Gaining Finance Buy-In and Proving Value for D&A Initiatives

Ceci Dones headshot

Ceci Dones

Adjunct Professor

Columbia Business School

Murli Buluswar headshot

Murli Buluswar

Head of Analytics, US Personal Bank


CDAOs are feeling the pressure to deliver business innovation, prove ROI in financial terms and execute quickly. How can D&A leaders build a coalition across senior leadership to gain funding, buy-in and elevate the function to a critical business driver?

This fireside chat will explore:

  • Bringing finance to the data table (and vice-versa) 
  • Fostering skills, culture and communication to articulate the value proposition of data initiatives 
  • Measuring and sharing the value of D&A's impact on the organization

3:00pm - 3:45pm  Breakout Session

Foundations for Building Truly Enterprise-Ready RAG

Jason Zhou headshot

Jason Zhou

Vice President- Solutions, Services, Customer Success


Retrieval Augmented Generation (RAG) has emerged as a powerful capability to mitigate a number of the challenges associated with generative AI (e.g., hallucinations, lack of up-to-date information, and lack of domain-specific knowledge). However, while the concept of RAG is straightforward, implementing and scaling it for an enterprise introduces complex challenges.

Join this session to discuss:

  • Core requirements for building an enterprise-ready RAG solution
  • Ways organizations can effectively deploy RAG solutions
  • Successful examples of enterprise RAG implementations

3:00pm - 3:45pm  Executive Boardroom

Using Data Warehouses to Drive Business Revenue and Action

Sean Lynch headshot

Sean Lynch

Cofounder & Chief Product Officer


Andrew Swan headshot

Andrew Swan

Head of Business Analysis, Global Business Intelligence

White & Case

Michael Shum headshot

Michael Shum

Deputy Commissioner/Chief Information Officer

NYC Environmental Protection

CDAOs recognize the value of centralizing customer data in a single source of truth, oftentimes a cloud data warehouse. These customer insights have massive potential to help business teams improve customer experiences and hyper-personalize engagement — but companies need a way to bridge the gap between data and action.

Join this session to discuss:

  • Transforming existing data infrastructure into a growth engine
  • Innovating to make real-time analytics possible
  • Maintaining quality and governance through data democratization and self-service

3:45pm - 4:10pm  Break

4:10pm - 4:45pm  Keynote

Telling Your Data Story

Scott Taylor headshot

Scott Taylor

Author, Telling Your Data Story

Guest Speaker

The way we talk about data is holding the industry back — so it’s time to rework your “data speak”. Are you struggling with leadership support, craving stakeholder engagement and begging for proper funding?  Even though you may create Gen AI wonders with your data, it won’t matter unless you explain the value in practical business terms. 

Join The Data Whisperer’s rollicking and riotous review of current buzzwords and some practical tips and tricks on what you can do about it, including:

  • Differentiating between a data management narrative and other data storytelling and data literacy efforts
  • Developing strategies to secure sponsorship and funding
  • Executing a simple storytelling approach

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

May 7, 2024

May 8, 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.


Venue & Accommodation

Conrad New York Downtown

A block of rooms has been reserved at the Conrad New York Downtown at a reduced conference rate. Reservations should be made online or by calling 212-945-0100. Please mention Evanta Executive Summit to ensure the appropriate room rate.

Deadline to book using the discounted room rate of $559 USD (plus tax) is April 15, 2024.

Your Community Partners

CDAO Thought Leader
Key Partners
Program Partners

Community Program Manager

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

Andreina Pelaez

Community Program Manager