IDMA 2017 Annual Meeting and Seminar

April 30 – May 2, 2017 

The Palmer House Hilton ■ Chicago, IL

Agenda

    • Sunday, April 30, 2017
    •  
      2:00 PM  -  5:30 PM
      Exhibitor Registrations
      4:00 PM  -  5:30 PM
      Attendee and Speaker Registrations
      5:30 PM  -  7:00 PM
      Welcome Reception
    • Monday, May 1, 2017
    •  
      7:45 AM  -  9:00 AM
      Continental Breakfast
      7:45 AM  -  4:00 PM
      Registrations
      8:45 AM  -  9:00 AM
      Welcome and Introductions
      Speakers:
      Michael B. Spears, CIO and CDO, NCCI, and Outgoing IDMA President
      Farouk N. Yassine, Executive Director, IDMA
      9:00 AM  -  9:45 AM
      Overcoming Political and Cultural Challenges in Data Governance
      Speaker:
      David Marco, President, EWSolutions

      Key Topics:
      Leadership and Organization, Data Governance: Maximize Leverage and Control Chaos, Data Governance Best Practices.

      Session Objectives:
      The study and implementation of Data Governance programs have become key initiatives for most large organizations. For a company to be successful in this endeavor they must first defeat the greatest obstacle of any data governance program…POLITICS!!

      This session will:
      • Provide high level overview of successful Data Governance programs.
      • Discuss the six types of “problem” people that Data Governance programs traditionally have to deal with.
      • Share some of the best practices for dealing with these problem people. These best practices will be presented in great detail with real-world examples provided for each of the best practices.
      9:45 AM  -  10:30 AM
      It Takes a Data Management Village
      Speakers:
      Janine Joseph, Sr. Director of Data Management, Travelers
      Peter Osborne, 2nd VP, Data Capability Leader at Travelers


      Key Topics:
      Real Time Data Management Culture, Executive Sponsorship of Data Projects, Data-Centric Teams, and Innovation.

      Session Objectives:
      Based on the work being done at the Travelers, having multiple Data Management efforts underway, this discussion will focus on how to:
      • Identify the right partners
      • Successfully communicate across divisions and within your own hierarchy
      • Utilize the strengths of many experts to create shared goals and collateral
      • Built strong relationships and stay connected
      • Challenge ourselves to think outside our own experience

      10:30 AM  -  11:00 AM
      Refreshment Break
      11:00 AM  -  11:45 AM
      Panel Discussion: Our Future Data Analysts/Data Managers: Ages and Stages – Gen-X, Millennials
      Moderator:
      Kevin O’Leary, 2nd VP of Claim BI & Analytics Data Management, Travelers, and Incoming IDMA President

      Panelists:
      Margaret Resce Milkint, Managing Partner, The Jacobson Group
      Bill Tarinelli, Program Manager for the Business Intelligence & Geospatial Development Program, Travelers
      Jason Panicker, Senior Business Analyst, Strategic Data Operations, ISO


      Key Topics:
      Data Management/Data Analytics Skills, Talent Requirement, Response by Academia, Professional Development.

      Session Objectives:
      This session will be a panel discussion that will focus on company programs, hiring practices and training expectations placed upon data analytics/data management skills development and entry level professionals, along with how universities are molding these future data analysts/data managers within their university courses and degree programs.

      Representatives from the Baby Boomers and Millennials generations will join industry University Relations business leaders to discuss:
      • What drives these future data/data analyst to this field
      • What is changing within the field and how the industry needs to change around them
      • What do these future professionals want to see in a job/work place
      • How do they view their role
      • How do they approach and manage things
      • How do they communicate and network
      • …and much more.

      11:45 AM  -  12:15 PM
      IDMA Annual Meeting
      All attendees are welcome to participate.
      IDMA President Speech, Recognition Awards, New IDMA Graduates Conferment, and Annual Vote for IDMA Operating Committees.
      12:15 PM  -  1:45 PM
      Lunch
      1:45 PM  -  2:30 PM
      Fast-Pitch Moneyball and Micro-Segmentation for the Insurance Industry
      Speaker:
      Kevin Clayborn, Principal Consultant, Clarity Solution Group

      Key Topics:
      Business Transformation and Data Strategy, Performance Management, Data/Analytics Advanced Capabilities, Moneyball Concept, and Customer Analytics.

      Session Objectives:
      The main reason companies struggle to fully leverage data/analytics is because they have neither redefined success – a la Moneyball – nor taken action on the insights.

      During this session we will share actual uses cases to support the following educational objectives:
      • A refresher on Moneyball and Performance Measurement (What is your y?).
      • How to leverage Big Data and analytics to create Moneyball type measures.
      • Game changer - how Moneyball measures double as customer micro-segments.
      • Introduce the Fast-Pitch component, which refers to the real-time operational capabilities.
      • The types of business and data/analytics skills necessary to bring these capabilities to life.

      1:45 PM  -  2:30 PM
      Corporate Data Outflow Risks Posed by Shadow IT
      Speaker:
      Mark Orosz, CIO & CSO, Oceanwide, an Insurity Company

      Key Topics:
      Data Governance, Corporate Oversight, Shadow IT, Data Transparency, Data Security, Data Privacy, and Cloud Storage.

      Session Objectives:
      The self-service and inexpensive proliferation of cloud services are being adopted by employees without a full understanding of the risks and in many cases without any corporate governance or oversight.

      This presentation is designed to:
      • Define Shadow IT.
      • Shine a light on the risks posed to corporate data by shadow IT within organizations today.
      • Provide some insights on the danger of using self-service cloud delivered solutions without a well communicated Data Governance/Data Management policy.


      1:45 PM  -  2:30 PM
      Data Governance and Analytics: Perfect Together!
      Speakers:
      Sandi Perillo-Simmons, Director and Data Governance Lead, The Hartford
      Pat Saporito, Sr. Director, Global COE for Analytics, SAP


      Key Topics:
      Data Governance, Data Quality, Metadata Management, Real-Time Data Management and Predictive Analytics Strategy.

      Session Objectives:
      Data Governance is necessary to effectively understand, manage, and utilize data to meet external compliance reporting demands and optimize overall business performance. The quality of your analytics is only as good as the quality of your data.

      This session will:

      • Discuss the overall frameworks for data and analytics strategy and governance.
      • Share, as a case study, the various components of The Hartford’s Data Governance program, including implementation of Policy and Standards, Data Stewardship, Data Quality, Metadata Management, and the metrics considered to optimize for permanence and growing maturity.
      2:30 PM  -  2:45 PM
      Transition Break
      2:45 PM  -  3:30 PM
      XL Catlin Journey in Data Conformance and Master Data Management
      Speakers:
      Nancy Allen, Head of Finance Operations Data Management, XL Catlin
      Amit Nagpal, Finance Operations - Data Governance and MDM Lead, XL Catlin


      Key Topics:
      Data Governance, Data Conformance, Master Data Management, Risk Evaluation, Regulatory Compliance, Data Quality, Metadata Management.

      Session Objectives:
      In 2012, XL Catlin commenced a multi-year project to transform the Finance systems and operations focusing on People, Processes and Technology. One of the foundational key elements of this endeavor was to utilize Data Governance and MDM solutions to manage data as a strategic asset thereby enabling accurate risk evaluation, ensuring regulatory compliance, and improving decision-making. The final phase of this project will go live in 2Q2017. During this presentation, we would like to share our success story of how XL Catlin achieved enterprise-wide conformed data within an appropriate governance framework focusing on. We will also share some helpful tips for others who may embark on a similar DG/MDM journey based on our lessons learned.
      2:45 PM  -  3:30 PM
      How Utilizing Technology and Big Data Are Changing Insurance
      Speaker:
      Tony Cid, Global Head of Commercial Insurance, Intellect SEEC

      Key Topics:
      Self Learning Algorithms, Artificial Intelligence, Innovation, Trending Tools and Technologies, and Underwriting Strategies and New Markets.

      Session Objectives:
      • How the role of underwriter has changed as a result of the changing industry.
      • Present some of the more popular and cutting edge changes in technology (including self learning algorithms) along with some of the changes Google is making and explain the effect these changes are having on the insurance industry.
      • Talk about the new entrants into market that are making a name for themselves (Lemonade, Trov, Slice and Metromile), and how these technologies are being used to penetrate different segments.
      • Discuss, based on a case study, how artificial intelligence can significantly shorten underwriters to customers response time as well as help avoid large losses.

      2:45 PM  -  3:30 PM
      Core System Modernization and Avoiding Information Pitfalls
      Speaker:
      Spencer Tabbert, EDW Program Business Lead, West Bend Mutual Insurance

      Key Topics:
      Understanding and Driving Information Requirements, System Modernization, Data Governance, Data Quality

      Session Objectives:
      Helping lead West Bend Mutual through a core system modernization for Policy and Billing Spencer will share the various pitfalls encountered along the way relative to Information and how West Bend is making adjustments to avoid those pitfalls in future iterations of the modernization effort. Any carrier going through a core system modernization will find this session valuable, especially when it comes to avoiding data assumptions in modern platforms, dealing with data quality challenges and cost, and expanding the scope and stakeholder management in defining information needs across the entire organization from Sales and Marketing to Actuarial.
      3:30 PM  -  4:00 PM
      Refreshment Break
      4:00 PM  -  4:45 PM
      Information Quality Service and Use Cases: Making Better Decisions Using Quality Data
      Speakers:
      Sarah Moan, Information Quality Specialist, American Family Insurance Company
      Rich Yocius, Vice President, Actuarial Services and Chief Actuary, AAIS


      Key Topics:
      Data Quality (Terms, Metrics, and Best Practices), Establishing Baseline Quality Requirements, Data Quality Tools

      Session Objectives:
      Actuaries, data scientists, and other analysts within insurance companies rely heavily on the data collected and curated inside and outside of their organizations. The ability to make use of all available data to drive decisions can mean the difference between profit and loss, between growth and stagnation, and between success and failure.

      This session will:
      • Focus on performing due-diligence on available data to assess the reliability and suitability of the data for the analysis to be performed.
      • Cover the perils of using data that has not been vetted, methods that can be used to assess the quality of the available data, and potential solutions to deal with data that is either inaccurate or suspicious.
      • Provide a high level overview of Enterprise Information Management structure at American Family Insurance, and how the company define and enforce Information Quality.

      4:00 PM  -  4:45 PM
      Modernizing Analytics for Big Data: Using Machine Learning to Go from Data to Decision
      Speakers:
      Stuart Rose, Market Strategy Director, Predictive Analytics, Guidewire
      Kristen Albright, Vice President–Claims Analytics, The Hanover Insurance Group


      Key Topics:
      Data Strategy, Advanced Analytics, Big Data, Machine Learning, and Internet of Things.

      Session Objectives:
      Predictive analytics are rapidly being adopted by the insurance industry to harness the growing volumes of data being generated. However irrespective of an insurance company’s analytical maturity levels, turning the increasing volumes of data into useful information is a challenge for most organizations.

      This session will discuss the following
      • Understanding the analytical lifecycle - How are insurers creating and deploying predictive models.
      • What are advanced analytics techniques and machine learning.
      • Why is machine learning built specifically for insurance an advantage.
      • What value proposition and benefits can insurers gain by using predictive analytics throughout the enterprise?
      4:00 PM  -  4:45 PM
      Blockchain for Blockheads and the Real Impact of Blockchain on the Insurance Industry
      Speakers:
      Christopher McDaniel, Specialist Leader-Insurance Practice, Deloitte

      Key Topics:
      Introduction to Blockchain with Insurance Use Cases.

      Session Objectives:
      Some have said that blockchain technology might change our world like the automobile did or like the Internet has. We have heard about "bitcoin"—the mysterious cyber currency without a fixed value. Bitcoin is getting all the attention now, but it's based on blockchain technology.

      At this session, we will:
      • Explore how blockchain works, how it is used in bitcoin, and how it may be coming to our world of risk management, insurance, and data management.
      • Review actual blockchain use cases being implemented in the insurance industry.

      4:45 PM  -  6:15 PM
      Open Time and Vendors Hospitality
      6:15 PM  -  9:15 PM
      Reception, Banquet, and Entertainment – Casino Night!
      After taking a three year break, and upon popular demand, our Casino Night themed reception is returning! After the first day sessions conclude, we are going to transform the exhibit hall and the main room into Vegas style casino and a fun filled night of music, dancing, and local cuisine. You will get the chance to network with your colleagues and challenge them to various games of chance, including Black Jack, Roulette, Craps, Texas Hold-em, and the Big Money Wheel. A fun Photo Booth will also be available!

      We will be giving away valuable prizes at the end of the night. The more playing chips you have the more raffle tickets you get!
    • Tuesday, May 2, 2017
    •  
      7:45 AM  -  9:00 AM
      Continental Breakfast
      7:45 AM  -  2:30 PM
      Registrations
      8:00 AM  -  9:00 AM
      Roundtable Discussion with the Audience: Let's Talk About Data Management Issues of Importance
      Facilitators:
      Nora FitzGerald, Vice President-Actuarial, CNA
      Peter Marotta, Vice President of Emerging Data Management Issues, IDMA


      Key Topics:
      We plan for this to be an interactive discussion, so please suggest / submit your topics of interest when you submit your registration online.

      Session Objectives:
      All registrants are invited to attend this Data Management Roundtable. The IDMA Roundtable format invites commentary and discussion. For those unfamiliar with the IDMA Roundtable process, discussions are quite informal and are geared towards audience interest and participation. Please note that topics of discussion are very fluid and can change during the Roundtable, provided they involve data management, are in keeping with IDMA guidelines, and are of interest to participants.
      9:00 AM  -  9:15 AM
      Transition Break
      9:15 AM  -  10:00 AM
      Uncovering the Hidden Risk in Your Policy Portfolio
      Speaker:
      Mike Hofert, Director of Solution Development–Insurance, Pitney Bowes Software

      Key Topics:
      Uncovering the hidden risk in policy portfolios, Use of Big Data in property risk management and Data lineage.

      Session Objectives:
      A real time single view of risk is the state of the art industry paradigm for how to apply the promise of Big Data to property risk management. In this presentation, our presenter will discuss best practices for how to achieve single view of risk, it’s applications, and the results of a research study that quantify its benefits.

      True property risk understanding requires the aggregation and linkage of various data sets to accurately comprehend all property attributes in the context of all potential perils. Once an insurer has this view, analysis can be done to the existing book of business to determine alignment between current risk and pricing to find exposure. The same type of analysis can be applied to prospective customer properties to price policies more precisely and competitively. Pitney Bowes has done extensive research to quantify the insights and potential benefits from such an approach – the results will be sure to intrigue, if not alarm you as to the amount of exposure that may reside in your policy portfolio right now.

      Educational objectives include:
      • How to achieve a real-time single view of risk for both existing and prospective books of business
      • Benefits of leveraging a single view of risk
      • How to quantify the benefits for your business
      9:15 AM  -  10:00 AM
      Quality over Quantity: The End of Big Data!
      Speaker:
      Pamela Cytron, Founder and CEO, Pendo Systems, Inc.

      Key Topics:
      Data Quality, Integration and Transparency, Dark Data, Data Lineage, and Legacy Systems.

      Session Objectives:
      There is no greater example to consider about data than the recent events of Brexit and the U.S. presidential election. One fact is now obvious. The value of data, in both these cases polling data, is not based on sheer volume, but on the users’ ability to locate, analyze and utilize data that is specifically useful to them. This critical, decision-making and forecasting insight is not so much found in big data but in the “Dark Data”. In 2016, pollsters, pundits and campaigns badly forecast both of these global events by relying on false assurances based on data volume rather than data quality.

      During this session we will discuss some of the best practices and lessons learned from the on-going data projects faced throughout our industry.

      9:15 AM  -  10:00 AM
      Data Governance at Amica Mutual: Then and Now – Keeping Data Governance Going
      Speakers:
      Sue Haney, AVP-Corporate Systems, Amica Mutual
      Sheila Embree, Lead Data Governance Analyst, Amica Mutual


      Key Topics:
      Data Governance: Maximize Leverage and Control Chaos, Data Stewardship, and Data Governance Best Practices.

      Session Objectives:
      At the 2013 IDMA Conference, Amica participated in a presentation on data governance best practices for insurance. Our portion of the presentation focused on how our program came to be, and what steps we took to get executive level support and approval to get to the point we were at then. This follow-up presentation is designed to highlight our progress in the last four years, as well as provide specific, and hopefully helpful, insights and examples to others regarding what worked for us.
      10:00 AM  -  10:30 AM
      Refreshment Break
      10:30 AM  -  11:30 AM
      Executive Panel: Creating Real Time Data Management Culture Across the Enterprise

      Moderator:
      Tracy Spadola, Vice President-Strategic Data Operations, ISO

      Panelists:
      Mike Byam, Chief Data Officer, The Hartford;
      Andrew Goldberg, Chief Data Officer, Kemper
      Jay Rajendra, Chief Analytics Officer, Arch Group
      Erik Roen, Senior Vice President Claim Business Intelligence & Analytics, Travelers


      Key Topics:
      Executive Sponsorship of Data Projects, Leadership and Organization, CDO & CAO Roles, Business Outcomes and Strategy, Open Source Data, Customer Analytics, Innovation and Advance Capabilities.

      Session Objectives:

      • Hear how executives are dealing with evolving topics such as big data, privacy, security, new tools and technologies.
      • How to create and manage a team that consistently exceeds expectations.
      • How to deliver business value and measurable outcomes.
      • How to engage with stakeholders to drive success.
        How you can identify and overcome the cultural, organizational and political traps.

      This session is intended to be interactive, with much of the discussion based on input and questions from the audience.

       

      11:30 AM  -  12:30 PM
      Lunch
      12:30 PM  -  1:15 PM
      Aligning Strategic Vision and Talent Development
      Speakers:
      Shani Oulton, Director of Data Services, NCCI
      Maria Snow, Data Operations Executive, NCCI


      Key Topics:
      Strategic Data Vision, Data-Centric Teams, Talent Recruitment/Development, Change Management, and Master Data Management

      Session Objectives:
      Advancing an organization’s strategic data vision and ensuring the needed talent to support the vision requires thoughtful situational planning to ensure maximum value from corporate resources. A strategic vision includes room for both those items on the clear path as well as bandwidth to support emerging opportunities. Business in the existing state must continue with maximum quality while change initiatives are underway.

      This presentation will cover:
      • What Strategic Data Vision needs to include
      • How to tie Talent Recruitment back to your strategic vision
      • A case study to Demonstrate Concepts will be shared

      12:30 PM  -  1:15 PM
      Big Data Strategy and Impacted KPIs – Make Your Metrics Meaningful
      Speakers:
      Leanne Fleck, Vice President, Marsh ClearSight
      Laura Cadmus, Data Management Manager, CNA


      Key Topics:
      Big Data Strategy and Impacted Key Performance Indicators (KPIs), Advanced Analytics for Underwriting, Claims Management, and Data Quality.

      Session Objectives:
      • Understand the various ways unbundled/bundled carriers are using data to influence claim outcomes.
      • Discuss the impact of data quality, and analytical tools on the underwriting, and claims management processes.
      • Discuss KPIs relevant to these data results.
      • Share some of the data tools currently utilized to collect and capture these KPIs.
      • Provide some KPI Samples.
      12:30 PM  -  1:15 PM
      Implementing a Mature Data Management Program
      Speaker:
      Jeff Gorball, Managing Director, Kingland Systems Corporation

      Key Topics:
      Data Management Maturity Program (Components, Metrics, Activities, Continued Improvement Process)

      Session Objectives:
      Senior management, CDO’s, CIO’s, CFO’s and others responsible for implementation of programs to improve data management and data governance will benefit from this session.

      At this session, we will:
      • Discuss and walk through the necessary components of a mature data management program.
      • Learn how to determine the current state of data management at your organization and use that information to leverage existing activities during improvement and implementation initiatives.
      • Learn How to ensure that the program is scoped correctly to meet the needs of the organization.
      • Find out how a mature data management program can contribute directly to organizational goals, helping to develop a business case.

      1:15 PM  -  1:30 PM
      Quick Ice Cream Break
      1:30 PM  -  2:15 PM
      Panel Discussion: Leading the Transformation into 2020
      Speakers:
      Tony Almeida, Principal, Insurance Services, Capgemini
      Edward Kevin Hart, Principal, Global Insights & Data Business Solutions, Capgemini
      Seth Rachlin, Vice President-Insurance, Capgemini
      Nate Root, Vice President, Capgemini


      Key Topics:
      Business Transformation & Data Management Roadmap Enablers/Pillars (Value Chain Automation Integration, Process and Technology Enablement, Robust Learning Organization Culture, and Information Quality to Enable Intelligent Actionable Analytics.)

      Session Objectives:
      In this session we will present and discuss approaches to establish beach head investments that will enable the ingestion and management of structured and unstructured data. Mitigating investment risk with a subsequent roadmap to address a 2020 focused journey is paramount to create an enterprise transformation process. Whether a legacy insurer or a new entrant, the ability to be nimble with well-founded clean quality data, which then leads to intelligent actionable analytics, is a critical success factor.

      Attendees will glean best practices from the panelists’ in-depth experience working with insurance carriers with respect to:
      • Learning the four enablers/pillars of a successful business transformation.
      • Telling a data strategy vision story that makes a difference in your organization.
      • Supporting the business case with a benefits-based actionable project.
      • Addressing a real time data management roadmap journey to support the needed objectives.

      2:15 PM  -  2:30 PM
      Key Takeaways and Raffle Drawings
      Speakers:
      Kevin O’Leary, 2nd VP of Claim BI & Analytics Data Management, Travelers, and Incoming IDMA President
      Farouk N. Yassine, Executive Director, IDMA

      Kevin and Farouk will discuss some key takeaways from this conference. We will also be call for volunteers to help us plan for the 2018 IDMA Annual Conference.

      Valuable prizes will be raffled out during this final session, and you HAVE to be present to win!
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