Download Brochure - Professional Events

CDI-MDM SUMMIT
Fall 2006
REGISTER BY SEPTEMBER 15TH
AND SAVE $400!
OCTOBER 15-17, 2006 • NEW YORK MARRIOTT MARQUIS TIMES SQUARE • NEW YORK, NY
"Mastering" Master Data
500+ ATTENDEES. 40+ SPEAKERS. 30+ VENDORS. ONE EVENT.
If you have the time & budget for only one IT conference this year,
then make that event be the CDI-MDM SUMMIT - Fall 2006. This
is the world’s premier event dedicated specifically to customer
data integration (CDI), master data management (MDM), & data
governance.
TOP 5 REASONS TO ATTEND THE CDI-MDM SUMMIT:
1. Accelerate your time-to-ROI regarding CDI and MDM
2. Perform due diligence on all the major components of an
enterprise master data solution
3. Leverage your training budget by coming up to speed on one of
the hottest IT topics
4. Fill critically short-staffed CDI and MDM positions
5. Expand your IT professional network and increase your
personal market value
**NEW**
FOR FALL 2006 –
DATA GOVERNANCE &
DATA STEWARDSHIP
PRE-CONFERENCE
WORKSHOPS
PRESENTED BY:
www.sourcemediaconferences.com/conferences/CDIMDMNY06 • 800.803.3424 • 212.803.6093

CONFIRMED SPEAKERS
AT THE CDI-MDM SUMMIT – FALL 2006, OUR COMPREHENSIVE & INNOVATIVE PROGRAM
WILL BE LED BY THESE INDUSTRY LEADERS:
CONFERENCE CHAIR:
FEATURED SPEAKERS:
Aaron Zornes
Chief Research Officer
THE CDI INSTITUTE
Bill Conroy
President & CEO
INITIATE SYSTEMS, INC.
Grant Emeny-Smith
Senior Director, CDI
Product Management
ORACLE CORPORATION
Justin LaFayette
Director of Portfolio
Strategy, MDM
IBM SOFTWARE GROUP
Jim Ericsson
Editorial Director
DM REVIEW & BI REVIEW
Tony Fisher
President & CEO
DATAFLUX
Ed Allburn
President & CEO
DATADELTA, INC.
Frederick Anderson
MDM Associate
ATTEVO
Art Barrios
Managing Director,
Financial Services Advisory
PRICEWATERHOUSECOOPERS,
LLC
Paul Blasé
Partner
DIAMONDCLUSTER
INTERNATIONAL, INC.
Jane Booth
Director, Customer Alignment
HONEYWELL
John Busalacchi
Partner
COMPUTER SCIENCES
CORPORATION
Thomas Carlock
VP, Enterprise Information
Integration
THE CIT GROUP
Jason Childers
Director, Enterprise
Data/Architecture
WHIRLPOOL CORPORATION
Lynn Colledge
IT Manager - Employee
Benefits Distribution
SANLAM LIFE
Dan Collins
Senior Consultant
KALIDO
Soumen Dam
CDI - Global Competency Head
COGNIZANT TECHNOLOGY
SOLUTIONS
Tom Deffet
Director, Enterprise IT Strategy
and Architecture
SPRINT-NEXTEL
Snehal Desai
Director, Enterprise Data
Architecture
NATIONWIDE INSURANCE
Martin Dunn
Senior Vice President,
Information Management
ALLIANCE CONSULTING GROUP
Joan Falcetta
Assistant VP,
Information Technology
METLIFE ESS-IBIT
Donald Farmer
Group Program Manager, SQL
Server Integration Services
MICROSOFT
Carlos Galarce
Senior VP & CIO
INFOR
Carl Gerber
IT Director
MCGRAW-HILL EDUCATION
Jay Gould
Corporate Operations &
Technology - Enterprise
Technology Office, Senior
Advisor
CITIGROUP
Brett Gow
Director, Enterprise Data
Governance
IBM GLOBAL BUSINESS
SERVICES
Jim Green
Chairman & CEO
COMPOSITE SOFTWARE
Sunil Gupta
Director, Solution Marketing
SAP LABS, LLC
Earl Hadden
Principal Consultant
INTELLIGENT COMMERCE
NETWORK, LLC
Bob Hagenau
Co-Founder & VP of Product
Management
PURISMA, INC.
Oliver Halter
Principal
DIAMONDCLUSTER
INTERNATIONAL, INC.
David Holtzman
Managing Director,
Financial Services Advisory
PRICEWATERHOUSECOOPERS,
LLC
Holley Kee
Associate Director, Sales
Operations
MEDIMMUNE
Glen Klausner
Data Integration Specialist
SYBASE
Satish Krishnaswamy
VP of Master Data
Management
TERADATA
Scott Lee
Chief Architect, Corporate
Master Data Management
Program
R.R. DONNELLEY
Ron Lefferts
Director of Technology Strategy
& Architecture
MERRILL LYNCH
Joe Leithauser
Director, EIT - Master Data
Management
CARDINAL HEALTH, INC.
Cliff Longman
Chief Technology Officer
KALIDO
Justin Magruder
Senior Principal,
Financial Services
KNIGHTSBRIDGE SOLUTIONS,
LLC
Mani Kumar Manda
President
RHAPSODY TECHNOLOGIES, INC.
Chris Maughan
Technical Lead, Customer
Information System
SUNTRUST BANKS, INC.
William McKnight
Senior Vice President
CONVERSION SERVICES
INTERNATIONAL, INC.
Helen McMillan
VP of Technology Services
EXPERIAN
Dan Meers
Senior Principal, Strategic
Solutions
KNIGHTSBRIDGE SOLUTIONS,
LLC
Suresh Menon
Director, Product Management
IDENTITY SYSTEMS
Thomas Messina
Manager Financial Services
Advisory
PRICEWATERHOUSECOOPERS,
LLC
Martin Moseley
Chief Architect
INTUIT, INC.
Abhijit Mukhopadhyay
Director, Financial Services
Advisory
PRICEWATERHOUSECOOPERS,
LLC
Mark Pendrock
Vice President
CHARTER CONSULTING, A
DIVISION OF TECHNOLOGY
SOLUTIONS COMPANY
Dan Power
Director, Global Alliances
DUN & BRADSTREET
Guy R. Pujol
Managing Director of
Technology Strategy &
Architecture for the Global
Private Client (GPC)
MERRILL LYNCH
Neil Raden
President
HIRED BRAINS, INC.
Robert Rich
Director, Enterprise MDM
Strategy
IBM SOFTWARE GROUP
Bruce Roland
Principal, Financial Services
Advisory
PRICEWATERHOUSECOOPERS,
LLC
Ronnie Rowton, Jr.
VP, Client Intelligence
BB&T
Filip Sanna
Director, Product Solutions
TRILLIUM SOFTWARE
Dr. Arvind Sathi
Communications Practice
Leader for CDI
IBM GLOBAL BUSINESS
SERVICES
Christopher Scarpati
Director, Financial Services
Advisory
PRICEWATERHOUSECOOPERS,
LLC
Dave Schuette
Chief Solution Strategist
BUSINESSEDGE SOLUTIONS, INC.
Robert S. Seiner
President & Principal Consultant
KIK CONSULTING &
EDUCATIONAL SERVICES, LLC
Len Silverston,
President & Founder
UNIVERSAL DATA MODELS, LLC
Dileep Srinivasan
Director & Practice Lead,
Customer Solutions Practice
COGNIZANT TECHNOLOGY
SOLUTIONS
Matt Stitz
Senior Product Manager
MICROSOFT
Olaf Tennhardt
Partner - Marketing Effectiveness
ACCENTURE
Kalyan Viswanathan
Practice Director for the MDM,
CDI & PIM Practice
TATA CONSULTANTCY SERVICES
Anurag Wadehra
Vice President - Marketing &
Product Management
SIPERIAN
Holger Wandt
Principal Advisor
HUMAN INFERENCE
Rick Woodland
VP, IT Basel II
STATE STREET CORPORATION
Bill Zimmerman
Manager, EIT - MDM Strategy
CARDINAL HEALTH, INC.
Bob Zurek
Director of Advanced
Technologies
IBM INFORMATION
INTEGRATION SOLUTIONS
For a full conference agenda go to: www.sourcemediaconferences.com/conferences/CDIMDMNY06 • 800.803.3424 • 212.803.6093

CDI-MDM SUMMIT Fall 2006 - Conference Summary
PRE-CONFERENCE WORKSHOPS SUNDAY, OCTOBER 15, 2:00 - 6:00 PM
How to Build & Implement Data Governance & Data Stewardship Programs | Robert S. Seiner, KIK Consulting & Educational Services, LLC
CDI-MDM Boot Camp | Aaron Zornes, The CDI Institute & Ed Allburn, DataDelta, Inc.
Implementing MDM & CDI Solutions with Microsoft SQL Server 2005 | Donald Farmer, Microsoft
Minimizing CDI Project Risk: Proven Data Models for an Adaptive CDI Architecture | Len Silverston, Universal Data Models, LLC
Information Qualitivity for CDI-MDM Initiatives | Earl Hadden, Intelligent Commerce Network, LLC
(based on research from MIT Center for Data Quality)
Oracle CDH Educational Symposium (Oracle CDM SIG) | Mani Kumar Manda, Rhapsody Technologies, Inc.
PRE-CONFERENCE “NIGHT SCHOOL” TUTORIALS SUNDAY, OCTOBER 15, 6:00 - 7:30 PM
Role of D&B’s DUNSRight Process in CDI | Dan Power, Dun & Bradstreet
Retail Customer MDM Opportunities | William McKnight, Conversion Services International, Inc.
Essentials of CDI-MDM for Private Banking - Wealth Management | Ed Allburn, DataDelta, Inc.
Data Governance for MDM Workshop | Robert Rich, IBM Software Group
Kickstarting Your MDM Project | Dan Collins, Kalido
(Additional registration fee: $250)
How to Deliver Accuracy & Data Quality in Very Large Database Environments | Helen McMillan, Experian
(Additional registration fee: $145)
PLENARY KEYNOTES
• Milestones on the CDI-MDM Road Map for 2006-2007
Aaron Zornes, The CDI Institute
• Mastering MDM
Justin LaFayette, IBM Software Group
• Accurate, Real-Time Customer Recognition
Bill Conroy, Initiate Systems, Inc.
• Enterprise Information Management Strategies for 2006-2007
Grant Emeny-Smith, Oracle Corporation
• CDI: More Than a Single View of the Customer?
Tony Fisher, DataFlux
CUSTOMER DATA INTEGRATION TRACK
Sponsored by:
• TRACK KEYNOTE: A Methodology for Sustainable CDI & MDM Success
Kalyan Viswanathan, Tata Consultancy Services
• EXPERT TESTIMONY: Technical Evaluation Criteria for CDI & MDM
Aaron Zornes, The CDI Institute
• EXPERT TESTIMONY: CDI Evolution & Global Account Management
Matt Stitz, Microsoft
• CASE STUDY: Doing CDI Right
Carlos Galarce, Infor
• BEST PRACTICES: Socializing & Gaining Executive Buy-In from
Business & IT for CDI-MDM Investments
Christopher Scarpati, PricewaterhouseCoopers, LLC
• CASE STUDY: Finance Transformation Story - MDM Implementation
Snehal Desai, Nationwide Insurance
• CASE STUDY: Developing the Business Case for Client-Centricity
in Financial Services
Dave Schuette, BusinessEdge Solutions, Inc.
• BEST PRACTICES: Managing Customer Hierarchies, the In-Laws
& Out-Laws in Customers’ Family Trees
Jane Booth, Honeywell
• BEST PRACTICES: What Does Data Governance & MDM Mean to Citigroup?
Jay Gould, CitiGroup
INDUSTRY INNOVATION SESSION KEYNOTES
• Keys to Successful CDI-MDM
Suresh Menon, Identity Systems
• Charter Your CDI - MDM Implementation with Effective Data Stewardship
Dileep Srinivasan, Cognizant Technology Solutions
• Increasing the Business Value of Data Integration
Glen Klausner, Sybase
• Obtaining MDM Business Value in the Life Sciences
John Busalacchi, Computer Sciences Corporation
DATA GOVERNANCE - DATA QUALITY TRACK
Sponsored by:
• TRACK KEYNOTE: Data Quality & Governance: The Foundation for CDI-MDM
Bob Hagenau, Purisma, Inc.
• CASE STUDY: Data Governance & Compliance for Financial Services
Brett Gow, IBM Global Business Services
• EXPERT TESTIMONY: Implementing Effective Data Governance &
Data Stewardship Programs
Robert S. Seiner, KIK Consulting & Educational Services, LLC
• EXPERT TESTIMONY: Defining & Establishing an Effective Data
Governance Organization in a Fortune 20 Company
Joe Leithauser & Bill Zimmerman, Cardinal Health, Inc.
• EXPERT TESTIMONY: Achieving International Data Quality
Holger Wandt, Human Inference
• EXPERT TESTIMONY: Action-Oriented Data Governance:
Getting Buy-in, Funding & Results
Filip Sanna, Trillium Software
• EXPERT TESTIMONY: Providing Reliable Customer Data Within a
Large Financial Services Group
Lynn Colledge, Sanlam Life
• CASE STUDY: Leveraging a 'CDI Center of Excellence' to Analyze
Householding Accuracy
Ed Allburn, DataDelta, Inc., & Ronnie Rowton Jr., BB&T
For a full conference agenda go to: www.sourcemediaconferences.com/conferences/CDIMDMNY06 • 800.803.3424 • 212.803.6093

CDI-MDM SUMMIT Fall 2006 - Conference Summary
MASTER DATA MANAGEMENT TRACK
Sponsored by:
• TRACK KEYNOTE: MDM: A Single Platform or a Bridge to Nowhere?
Anurag Wadehra, Siperian
• BEST PRACTICES: MDM & CDI ROI & Justification
William McKnight, Conversion Services International, Inc.
• BEST PRACTICES: CDI – How to Get Started & What to Consider Besides
Software Olaf Tennhardt, Accenture
• BEST PRACTICES: Using MDM to Integrate & Manage Counterparty
Credit Risk Rick Woodland, State Street Corporation
• EXPERT TESTIMONY: Next-Generation MDM in the Securities Industry
Justin Magruder, Knightsbridge Solutions, LLC
• EXPERT TESTIMONY: Avoiding the CDI-MDM SI Money Pit
Aaron Zornes, The CDI Institute
• BEST PRACTICES: Creating & Demonstrating Business Justification &
Executive Momentum for CDI-MDM Initiatives
Paul Blasé & Oliver Halter, DiamondCluster International, Inc.
• EXPERT TESTIMONY: Enhancing the Customer Experience in Financial
Services Mark Pendrock, Charter Consulting, a division of Technology
Solutions Company
• EXPERT TESTIMONY: Personas, Demographics & CDI –
Multiple Personalities Online are Not a Disorder
Donald Farmer, Microsoft
FINANCIAL SERVICES TRACK
Sponsored by:
• TRACK KEYNOTE: Winning the Battle for Growth: Building the
Customer-Centric Financial Institution
David Holtzman, PricewaterhouseCoopers, LLC
• BEST PRACTICES: Integrating Operational Customer Data in Retail
Banking
Chris Maughan, SunTrust Banks, Inc.
• BEST PRACTICES: Socializing CDI Framework & Customer Hubs
Ron Lefferts & Guy R. Pujol, Merrill Lynch
• BEST PRACTICES: Leveraging Your Customer Hub for Predictive
Customer Analytics
Abhijit Mukhopadhyay, PricewaterhouseCoopers, LLC
• CASE STUDY: Oracle Customer Data Hub in the Financial Services
Industry
Thomas Carlock, The CIT Group
• BEST PARCTICES: The Single View of the Customer: Key to an
Effective Automated KYC/AML System
Thomas Messina & Bruce Roland, PricewaterhouseCoopers, LLC
• BEST PRACTICES: Transitioning to the Customer-Centric View
Across Multiple LOBs
Joan Falcetta, MetLife ESS-IBIT
• BEST PRACTICES: Sustaining a Customer-Centric Ecosystem in Your Company
Art Barrios, PricewaterhouseCoopers, LLC
DATA INTEGRATION SERVICES TRACK
Sponsored by:
• TRACK KEYNOTE: Incorporating Existing Systems into an SOA
Jim Green, Composite Software
• CASE STUDY: Using SOA to Build A CDI Ecosystem
Marty Moseley, Intuit, Inc.
• CASE STUDY: Creating & Managing Master Data Integration
Across the Enterprise
Tom Deffet, Sprint-Nextel & Dr. Arvind Sathi, IBM Global Business
Services
• CASE STUDY: Taming a Complex Data Landscape:
How & Where to Get Started
Carl Gerber, McGraw-Hill Education
• EXPERT TESTIMONY: MDM, Web 2.0 & Semantics:
Collusion or Collision?
Neil Raden, Hired Brains, Inc.
• EXPERT TESTIMONY: Integration Strategies for CDI-MDM &
Enterprise DWs
Satish Krishnaswamy, Teradata
• CASE STUDY: Square Pegs, Round Holes - Integrating &
Conforming Customer Master Data
Scott Lee, R.R. Donnelley
• BEST PRACTICES: Simplifying Your Business With MDM
Jason Childers, Whirlpool Corporation & Sunil Gupta, SAP LABS, LLC
HEALTHCARE - PHARMACEUTICAL TRACK
Sponsored by:
• TRACK KEYNOTE: Leveraging CDI Investments to Surf Tectonic
Shifts in the Pharma Market
Martin Dunn, Alliance Consulting
• CASE STUDY: Managing Risk with SAP NetWeaver MDM
Frederick Anderson, Attevo
• EXPERT TESTIMONY: Next Generation MDM, What CDI Brings
to MDM
Dan Meers, Knightsbridge Solutions, LLC
• BEST PRACTICES: Managing SAP NetWeaver MDM Projects
Fredrick Anderson, Attevo
• BEST PRACTICES: Discovering Master Data In Unstructured
Sources - Techniques & Results
Bob Zurek, IBM Information Integration Services
• CASE STUDY: “On Demand” Approach to Unified Customer Views
Holley Kee, MedImmune
For a full conference agenda go to: www.sourcemediaconferences.com/conferences/CDIMDMNY06 • 800.803.3424 • 212.803.6093

Event Sponsors
Platinum Level Sponsors:
Gold Level Sponsors:
Silver Level Sponsors:
Registration Sponsor:
Reception Sponsor:
Event Sponsors:
Exhibitors:

CDI-MDM SUMMIT
Fall 2006
OCTOBER 15-17, 2006 • NEW YORK MARRIOTT MARQUIS TIMES SQUARE • NEW YORK, NY
REGISTER BY
SEPTEMBER 15TH
AND SAVE !
Payments
Please make checks payable to SourceMedia, Inc. C&E
and include the name(s) of the attendee(s) on the
face of the check. We accept American Express,
Diners Club, Discover, Visa, and MasterCard.
Registration fees include all breakfasts, lunches,
refreshment breaks, receptions and a copy of the
conference workbook. Full Payment must be
received 14 days prior to the event.
Disclaimers
We reserve the right to change or replace speakers
without notice.
Substitutions and Cancellations
Substitutions may be sent at any time. All cancellations
must be received in writing at least 14 days prior
to the event in order to receive a refund or letter
of credit. All refunds are subject to a $250
administration fee. No refunds or letters of credit
are available later than 14 days prior to the event.
Hotel Accommodations
SourceMedia has secured a block of rooms at a
special discounted rate. Be sure to mention that
you are a SourceMedia event participant. Rooms
will be available on a first come first serve basis.
Please make your reservations by
September 15, 2006.
Hotel Info
New York Marriott Marquis Times Square
1535 Broadway New York, NY 10036 USA
Reservations: 800-843-4898 or 212-398-1900
Fax: 212-704-8930
Website:
www.stayatmarriott.com/SourceMediaCDISummit2006/
Room Rates: $329 single/double
Ground Transportation
Receive a 5% discount from Boston Coach as a
SourceMedia, Inc. event participant.
Call 800-672-7676. Mention account #31695.
Reservations must be made in advance. Please call
for pricing and reservations.
4 Easy Registration Methods
■ WEB
NAME:
TITLE:
COMPANY:
ADDRESS:
CITY: STATE: ZIP:
PHONE:
E-MAIL:
Registration Rates
FAX:
CHARGE MY CREDIT CARD: ■ American Express ■ Diners Club
CARD NUMBER:
SIGNATURE:
www.sourcemediaconferences.com/conferences/CDIMDMNY06
■ FAX 800-250-1811 or 212-803-8515
■ PHONE 800-803-3424 or 212-803-6093
■ MAIL
SourceMedia Inc., C&E
PO Box 71911, Chicago, IL 60694-1911
■ Discover ■ MasterCard ■ Visa
EXP. DATE:
■ Check Enclosed : Make checks payable to SOURCEMEDIA INC., C&E.
Mail checks with completed registration form to:
SourceMedia Inc., PO Box 71911, Chicago, IL 60694-1911
Expires Expires
8/31/06 9/15/06
Quantity Early Bird 1 Early Bird 2 Standard Subtotal
_______ Summit $1,295 $1,495 $1,895 _______
_______ Workshop $250 $250 $250 _______
_______ Night School $145 $145 $145 _______
Special Online Offer: Enter Promotion Code BRO
and Receive 15% Discount off the Applicable Rate
Total_______