San Francisco CDAO Executive Summit

December 15, 2021 | Hilton San Francisco Union Square

December 15, 2021
Hilton San Francisco Union Square

Collaborate with your peers

Get together with San Francisco'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:

Embedding D&A in business strategy and results

Reengineering decision-making across the business

Scaling a data-first culture

San Francisco 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

Steffin Harris

Microsoft Corporation
Corporate Vice President, Global Head of Data Science & Analytics

Shadaab Kanwal

Charles Schwab
Executive Leader for Digital, Data, and Analytics Services

Christopher Paskins

Wilbur-Ellis Company
Global Head of Data Strategy and Governance

Diana Wolcott

Experian Health
SVP CDO, NA Decision Analytics

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 San Francisco 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.


December 14, 2021

December 15, 2021

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

Governing Body Private Dinner

Exclusive to Governing Body members and select guests, this dinner is a can’t-miss opportunity to connect with your peers prior to tomorrow’s Executive Summit. Please join your colleagues for an evening of good food, wine, and lively networking.

8:00am - 8:45am  Registration & Breakfast

9:00am - 9:30am  Keynote

Creating a Company of Owners

Dr. Daren Martin headshot

Dr. Daren Martin

Culture Architect and Best-Selling Author of "A Company of Owners"

Guest Speaker

Business leaders are always hunting for ways to squash culture killers, cultivate a fun business climate and boost employee relationships. In Dr. Daren Martin’s top-selling book, “A Company of Owners,” he provides a blueprint for business leaders to build a thriving culture and maximize employee engagement. In this session, he will teach you how to create a company of “owners of security.” Be ready to create your BAM – Business Actionable Mantra!

9:30am - 9:45am  Break

9:45am - 10:30am  Executive Boardroom

See Yourself Through AI — Client Driven Personalized Services

Deep Ratna Srivastav headshot

Deep Ratna Srivastav

SVP, Head of Digital Solutions

Franklin Templeton

Being able to provide a personalized experience is central to attracting, converting and retaining clients. AI is reshaping personalization for providing better client services and winning their trust. Join Deep Ratna Srivastav, Senior Vice President, Head of Digital Solutions at Franklin Templeton, to learn how to support client goals and increase business value through AI-based hyper-personalization.

Join this session as he shows ways to:

  • Use data and analytics to make client-centered decisions        
  •  Leveraging AI/data science for personalized investment strategies
  • Leveraging digital ecosystem for delivering personalization

9:45am - 10:30am  Breakout Session

Building a Modern Data Strategy

Amy McNee headshot

Amy McNee

Head of WW Analytics Platform Strategy

Amazon Web Services

Applying old organizational models and methodologies to modern cloud technology won’t allow companies to achieve the kind of results and agility they expect. Companies need an operating model, organizational model, and data literacy approach that enables data-driven decision making throughout an organization.
In this session, we will explore:

  • The people, process and technology considerations in building a modern data strategy
  • Methods for driving agility across the business
  • Getting your teams into a data-first mindset

9:45am - 10:30am  Executive Boardroom

Future-Proofing Your Architecture Through Successful Data Strategies

Jason Hughes headshot

Jason Hughes

Product Director


Manjula Mahajan headshot

Manjula Mahajan

Head of IT

Model N

Ashwin Aravindakshan headshot

Ashwin Aravindakshan

Academic Director, Masters of Science in Business Analytics

University of California - Davis

Organizations are looking beyond traditional strategies to adopt modern, future-proof data architectures to accelerate analytics. And they want to make it happen while keeping costs under control – a strategy Gartner research says is crucial for modern data management programs.

Join this interactive boardroom session to discuss:

  • Limitations of legacy and traditional architectures
  • Top trends for a successful data and analytics strategy
  • Benefits of modern open data architectures

10:30am - 11:00am  Networking Break

11:00am - 11:45am  Breakout Session

Create Strategies to Accelerate the Value of your Data

Venki Subramanian headshot

Venki Subramanian

VP, Product Management and UX


Organizations are accelerating their digital transformation and moving more of their data infrastructure to the cloud. With data growing at an unprecedented rate, organizations are using more applications than ever. Fragmented data distributed across these disparate systems presents complex business challenges, hinders the ability to deliver consistent experiences to customers, leads to slow and inefficient processes and decisions, and increases risk and cost of compliance.

Join this session to learn:

  • Strategies to accelerate data value by creating a single unified view of your data aligned with enterprise programs and business objectives
  • Ways to improve security, compliance, and governance in different data environments
  • How cloud native architectures deliver the performance and scale needed to support growth

11:00am - 11:45am  Executive Boardroom

Cloud Strategies for Improved Business Outcomes

Amy McNee headshot

Amy McNee

Head of WW Analytics Platform Strategy

Amazon Web Services

Kevin Harrison headshot

Kevin Harrison

Chief Data Officer

Civix LLC

Chitrang Dave headshot

Chitrang Dave

IT Director - Health Information and Analytics


Gartner research shows that by 2025, cloud will serve as the foundation for business innovation. Over time, an organization can improve cloud sophistication to achieve better outcomes and higher ROI – but this requires a cloud strategy that can leverage cloud-based infrastructures while accounting for legacy on-premise environments.

This session will explore:

  • Overcoming obstacles associated with different cloud, hybrid and on-prem models
  • Practical performance comparisons of select architectures
  • How to enable the business and data landscape to drive your cloud strategies

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 C-level executives). To reserve your seat, please contact your event Program Manager.

11:45am - 11:55am  Break

11:55am - 12:50pm  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.

12:00pm - 1:30pm  Lunch Service

12:50pm - 1:05pm  Break

1:05pm - 1:40pm  Keynote

The CDO as a Change Agent — How to Drive Transformational Change in Data & Analytics

Kevin Fleet headshot

Kevin Fleet

VP, Advisory Services


In today’s era of digital transformation, successful Chief Data Officers must be able to drive change while bridging the gap between business and technology teams. Overcoming the challenges of gaining alignment across the organization, balancing short and long-term objectives, and connecting data capabilities to business outcomes is critical. This session will share best practices and a strategic framework for addressing these challenges through a comprehensive data strategy to transform your organization’s data and analytics capabilities.

Join your peers for a session focused on:

  • Aligning data strategies with desired business outcomes
  • Defining clear metrics to help measure the impact of your D&A program
  • Overcoming enterprise complexities to gain greater insights and drive value

1:40pm - 1:55pm  Break

1:55pm - 2:40pm  Breakout Session

The Dual Mandate — Balancing Data Democratization and Compliance

Balaji Ganesan headshot

Balaji Ganesan

Founder and CEO


The demand for accessible data and analytics is growing and consideration for consumer privacy and compliance must not be overlooked. To deliver business value securely, the enterprise must effectively balance regulatory compliance while growing data-driven insights.

Join this roundtable discussion to learn how to:

  • Outline a cohesive strategy for automating and governing the data lifecycle in a controlled environment
  • Implement proactive controls to protect, detect and respond to threats in real-time
  • Empower employees to develop data literacy skills and grow their knowledge

1:55pm - 2:40pm  Executive Boardroom

Combatting a Culture of Apathy — Driving Data Ownership Across the Business

Kevin Fleet headshot

Kevin Fleet

VP, Advisory Services


Shadaab Kanwal headshot

Shadaab Kanwal

Executive Leader for Digital, Data, and Analytics Services

Charles Schwab

Christopher Paskins headshot

Christopher Paskins

Global Head of Data Strategy and Governance

Wilbur-Ellis Company

As CDOs continue to develop programs aimed at achieving the goals and objectives set by the business, leaders outside of your data organization must take responsibility for contributing to the success of the programs set before them. Processes that are linked to creating clean data are often out of your control, so having a plan to address those leaders and their teams is an important part of your success.

In this session, we'll discuss:

  • Educating key stakeholders around why they should take responsibility for best data practices

  • Understanding archetypes for change acceptance within your organization 

  • Using storytelling to influence departments to embrace quality data processes

2:40pm - 3:10pm  Networking Break

3:10pm - 3:45pm  Keynote

Technology and Ethics — A Delicate Balancing Act

Patrick Bangert headshot

Patrick Bangert

VP of Artificial Intelligence

Samsung SDS

Deploying high-performance, cutting-edge technology doesn't come without its challenges. Artificial intelligence technology and applications require an ethics debate between data and analytics leaders and key organizational stakeholders. At Samsung SDS, Patrick Bangert and his team are putting AI ethics front and center as they navigate the integration of AI into revolutionary health care tools.

Join this session as he shares ways to:

  • Start meaningful and productive dialogue around technology and ethics
  • Identify and prevent bias from entering AI
  • Use an ethical lens for existing organizational projects

3:45pm - 4:30pm  Closing Reception & Prize Drawing

December 14, 2021

December 15, 2021

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

Hilton San Francisco Union Square

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.

Lindsay Lawler

Senior Program Manager - Territory Specialist