Demystifying Financial Services Semantics Conference: Martch 13, 2012, NY USA



08:00 - 08:45 Registration & Continental Breakfast
08:30 - 08:45 Breakfast Presentation - Semantic Solutions in Financial Services
Alok Prasad
Cambridge Semantics Inc.
Sean Martin
CTO and Founder
Cambridge Semantics Inc.
08:45 - 09:00 Welcome & Opening Remarks
09:00 - 09:45 PANEL Discussion: The Business Case for Data Semantics
Moderator:  Panelists:         
Mike Atkin
Managing Director
EDM Council
John Bottega
Chief Data Officer
Bank of America
Heather Wilson
Chief Data Officer


Joseph Bugajski
Managing SVP
Gartner, former Chief Data Officer, VISA
Dr. Daniel L. Goroff
Program Director, Alfred P. Sloan Foundation, Former Science Advisor at the White House Office of Science and Technology Policy
Con Crowley
Director of Standards, Office of Financial Research, US Treasury
09:45 - 10:15 OMG Finance Task Force Approach to Financial Services Semantics
Eric Chacon
Chief Data Office, Citi
Harsh W. Sharma
Chief Data Office, Citi
10:15 - 11:00 Towards a Business Natural Language (BNL) for Financial Services
Moderator:  Panelists:       
Dr. Said Tabet
Governance Risk and Compliance Strategy,
Office of the CTO, EMC Corporation
Kieran McKeown
Strategic Data Analyst, HSBC
Donald Chapin
Principal Consultant, Business Semantics
Stijn Christiaens
Chief Operating Officer, Collibra
Mark H. Linehan
Model Driven Business Transformation, IBM Research
11:00 - 11:10 Morning Refreshment Break
11:10 - 12:00 Financial Industry Business Ontology (FIBO)

Mike Bennett
Head of Semantics & Standards

EDM Council

12:00 - 13:00 Attendee Lunch & Plenary Presentation

Heading, Altitude, & Airspeed: Service Orchestration, Cloud, & Semantics - All or Nothing!

Dennis E. Wisnosky
Chief Architect and Chief Technical Officer of the Department of Defense (DoD) Business Mission Area
Office of the Deputy Chief Management Officer
13:00 - 13:45 Financial Industry Business Ontology in Operations
David Newman
Strategic Planning Manager, VP, Enterprise Technology Architecture & Planning Wells Fargo

Panel Discussion: Applying FIBO for Systemic Risk Analysis

Elisa Kendall
 Jim Rhyne
Mark Temple-Raston
Senior Vice President
Suresh Nair
Vice President, Chief Architect - Financial Services
MphasiS Applications
13:45 - 14:15 Getting Business Value from Semantic Models
Jeff Goins
Chief Executive Officer, Adaptive
Pete Rivett
Chief Technology Officer, Adaptive
OMG Architecture Board Member
14:15 - 14:45 Case Study: Using Semantics for Data Virtualization
Michael Lang
CEO and Founder
Revelytix, Inc.

David Schaengold

Director of Business Solutions
Revelytix, Inc.

14:45 - 15:00 Afternoon Refreshment Break
15:00 - 15:30 'Trade Heat Map' and Potential Business Applications
Nigel Drummond
Director, Risk Management, Citi
Lisa Taikitsadaporn
Brook Path Partners President and COO

Neville Teagarden
The Lucid Companies
15:30 - 16:15 Industry Framework and Applications for Business Reporting Semantics
Moderator:  Panelists:       
Liv Watson
XBRL International
Mike Starr
Deputy Chief Accountant

Mike Willis
Coopers, Founding Chairman, XBRL International
Herman Fischer
Mark V Systems
Pranav Ghai
Co-founder Calcbench
16:15 - 16:45 Big Data Needs Smarter, Linked Semantics - Panel Discussion
Moderators:  Panelists:       
Joseph Bugajski
Managing SVP
Gartner, former Chief
Data Officer, VISA
Lee Feigenbaum
VP, Technology
and Client Services
Cambridge Semantics
Rob Metcalf
Digital Reasoning
Hemant Nadakuditi
Founder, Head of Products
Venkat Srinivasan
CEO of Rage Frameworks
Michael Stewart
CEO, The Lucid Companies
16:45 - 17:00 Wrap-up, Closing Comments
17:00 - 18:00 Event Reception

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About EDM Council
The Enterprise Data Management Council is a nonprofit trade association created by the financial industry to elevate data management as an essential business mandate. The Council is focused on standards, best practices, and practical business processes needed to enable financial institutions to increase efficiency, minimize risk, and create competitive advantage. For more information, visit

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