2025 San Francisco CDAO Community Executive Summit

CDAOSan Francisco CDAO CommunitySan Francisco CDAO Programs

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:

Scaling AI and Establishing Value

Developing a Data-Driven Culture From the Top

Ensuring Trust and Reliability in Data for AI Initiatives

Governing Body Co-Chairs

Patrick Bangert

Occidental Petroleum
Chief of AI

Sam Hamilton

Visa
SVP, Global Head of Data & AI

Francesca La O

Early Warning
Chief Data Officer

Sharad Mathur

Zoom
Global Head of Data & Analytics

Kiran Mysore

Sutter Health
Chief Data & Analytics Officer

Christopher Paskins

McKesson
Data and AI Governance Leader

Fauzia Saeed

McKesson
VP, Data Product Strategy & Governance

Deep Ratna Srivastav

Franklin Templeton
Chief AI 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 San Francisco CDAO community.

Peer-to-Peer Meetings

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

Agenda

November 6, 2025

morning afternoon

8:00am - 8:30am Registration & Breakfast

8:30am - 9:15am Keynote

Empowering an AI-Driven Workforce

Yao Morin

Chief Technology Officer

JLL

As AI rapidly reshapes business, CDAOs must equip organizations and employees for an evolving and unknown future. From enterprise-wide AI tools to agentic automation, JLL’s Chief Technology Officer will share how the company’s approach goes beyond organizational benefits—focusing on empowering each employee to succeed along their own career journey.

This keynote presentation will highlight:

Reskilling and upskilling employees to thrive in an AI-driven environment
Creating open forums to demystify AI, share practical use cases, and discuss best practices
Leveraging Agentic AI to enable employees to focus on more complex, value-added work

9:15am - 9:40am Networking Break

10:25am - 11:10am Networking Break

10:35am - 11:00am Peer-to-Peer Meetings

Peer-to-Peer Meetings

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

11:10am - 11:55am Executive Boardroom

Building a Modern Data Foundation for AI and Innovation

Chris Lawless

VP, Global Services

Fivetran

In today's data-driven world, organizations must maximize the potential of their data — from building predictive analytics and ML models that power deeper insights into customer behavior, to building GenAI applications. Replicating data across all sources fuels innovation and drives better business outcomes, while modernizing data movement ensures secure and reliable access to centralized data. Join this boardroom to delve into this core topic and learn how technology leaders are modernizing their data platforms and automating processes to get the most value from their data.

During this boardroom, you will discuss:

Establishing a framework to manage structured and unstructured data
Improving data readiness for predictive analytics, GenAI applications and ML models
Building an approach to data management that gives rise to reliable, accessible data

11:10am - 11:55am Executive Boardroom

Accelerating AI Value — Transforming Data Debt Into Strategic Assets

Today, maximizing the strategic impact of AI hinges on how effectively we leverage our data, converting existing data challenges into powerful enablers for AI-driven outcomes. We'll explore collective experiences and share actionable insights on building a data foundation that truly fuels enterprise AI initiatives.

Join your peers to discuss and share perspectives on:

From data debt to AI dividend
Architecting for intelligence
Bridging the AI-data gap

11:55am - 12:30pm Lunch Service

1:05pm - 1:30pm Break

1:30pm - 2:15pm Breakout Session

Nine Months to Smarter Insights — A CDAO’s Journey

Kiran Mysore

Chief Data & Analytics Officer

Sutter Health

Sutter Health’s data and analytics team rapidly advanced the organization’s data and AI capabilities, earning national recognition for innovation. Throughout this transformation, they prioritized maintaining trust with patients and clinicians.

Join Sutter Health’s CDAO as he shares insights on:

Identifying high-impact data and AI applications and demonstrating ROI
Leveraging AI governance to distinguish hype from reality
Preparing teams for success and scaling data and AI implementation

1:30pm - 2:15pm Breakout Session

Beyond the Buzz — Agentic AI Solutions

Sharad Mathur

Global Head of Data & Analytics

Zoom

Deep Ratna Srivastav

Chief AI Officer

Franklin Templeton

Right now, agentic AI is the buzz word for CDAOs but let's find out how organizations are actually thinking about their agentic strategy, preparing and putting it to use. From hurdles and headaches to finding unique and faster solutions for traditional data problems.

This session covers pilot to production and dives into:

Selecting impactful initial use cases
Assessing implications on the workforce and operating model
Setting AI boundaries, testing, enablement and setting expectations

2:15pm - 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 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

Accelerating Data-Driven Enterprise Transformation

Brian Foster

MVP, Research & Advisory

Gartner

Dalia Naguib

Sr Principal, Research

Gartner

CDAOs are becoming vital to enabling digital transformation as the D&A function is uniquely equipped to effectively address cross-enterprise challenges. To succeed, they must lead a distributed change management strategy and demonstrate the value of D&A to business initiatives.

This presentation highlights real-world examples and best practices based on Gartner interviews with over 150 CDAOs.

Key themes include:

Positioning the CDAO as an organizational change agent
Empowering business leaders to drive change within their own teams
Encourage desired behaviors to enable D&A & AI adoption

3:45pm - 4:00pm Networking Break

4:00pm - 4:35pm Keynote

Powering Progress — PG&E's Inaugural CDAO

David Leach

Chief Data & Analytics Officer and CSO

PG&E

As one of the nation’s largest utility companies, PG&E relies on data to ensure the safe, reliable, and sustainable delivery of energy across California. From preparing for severe weather events to monitoring infrastructure assets over a century old, data is central to PG&E’s operational excellence. Improving the customer experience while creating significant value for the customer and business through data and analytics.

Join David Leach, PG&E’s inaugural Chief Data and Analytics Officer, to explore:

Strategies for overcoming challenges related to data completeness, accuracy, and accessibility
Leveraging data, analytics and AI to improve customer experience and create novel solutions to key problems
Standardizing data roles and processes, and aligning functional data leadership across the enterprise

4:35pm - 4:45pm Closing Comments and Prize Drawing

November 6, 2025

morning afternoon

Apply to Participate

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Apply to participate in the San Francisco CDAO Community Executive Summit.

Gartner facilitates exclusive, C-level communities by personally qualifying and understanding the priorities, challenges and interests of each member.

Our selective approach maintains the high quality of the network and ensures top-level discussions with peers from the world’s leading organizations.

Each application will be reviewed, and once your participation is confirmed, you will have access to year-round community programs.

Community Member Criteria

To ensure peer connections and conversations at the highest level, members must meet the following criteria:

- C-level or senior most executive for respective function

- Organization revenue of $500M+

Exceptions are considered.

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Location

Venue & Accommodation

Grand Hyatt at SFO

Your Community Sponsors

CDAO Thought Leader

Key Sponsors

Program Sponsors

Community Program Manager

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

Casey Tomooka

Community Program Manager

casey.tomooka@gartner.com