PHYSICAL EVENT & ALSO LIVE STREAM OPTION
FORUM
FINDATA 2021FINANCIAL SERVICES DATA 2021 SUMMIT
DATE: 7TH-8TH DECEMBER 2021 (GRACE HOTEL SYDNEY)
Days
Hours
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About Findata 2021
Using Data and Emerging Technology to Drive Innovation and Transformational Growth, Developa Data Centric Culture, While Complying with Ethics and Regulation
Data Ethics

Increasing numbers of people are getting worried about data ethics. This goes way beyond privacy, fuelled by regular, viral stories of things going wrong, or near misses.

Data Visualisation

Understanding what the uses of visualisation are, why visualisation is important, who the customers of visualisation are and how sophisticated your visualisation needs to be

Improving Data Quality

Ensuring a holistic approach: assessing the people, processes and technology that impact data quality , Establishing and effectively managing the data quality cycle

AI in Financial Services

The role of regulation and policy to adopt the principles of ethics in AI – how must industry back this? , Amazons misogynistic AI recruitment tool and Microsoft racist Ai chatbot – what must organisations do to prevent bias?

Using Data and Emerging Technology to Drive Innovation and Transformational Growth, Developa Data Centric Culture, While Complying with Ethics and Regulation

Findata 2021 Speakers
Learn speakers of the Findata 2021- Financial Services Data 2021 Summit.
Head, Business Solutions Group Data Centre of Excellence DBS Bank, Singapore
Director Data and Algorithmic Ethics IAG
Associate Director Group Regulatory Reporting (External) NAB
Director of Behavioural Science, Afterpay
former Head of Data Management and Business intelligence Latitude Financial Services
Data Scientist Chapter Lead ANZ Bank
Director, Data Management Centre of Excellence RMIT University
Head of Investment Performance & Data, QSuper Group
Senior Manager Data Risk Macquarie Group
Founder and CEO at New Era Analytics
Senior Data Scientist, Pricing and Economic Capital, Risk Management Toyota Finance Australia
Principal Cutter Associates
former Head of Data Strategy Bupa
Principal Advisor, The Data People
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Findata 2021 Schedule
Learn schedule, program and topics of the Findata 2021- Financial Services Data 2021 Summit..
  • Embracing AI and Machine Learning
  • Navigating the ethical complexities of Big Data and AI
  • The journey towards open banking
  • Building data talent, culture and literacy

Increasing numbers of people are getting worried about data ethics. This goes way beyond privacy, fuelled by regular, viral stories of things going wrong, or near misses. What can we learn from these stories? And what can we do?

In this talk, we explore how business leaders can move beyond a general sense of unease, by using a few

• Drivers and motivators for adopting these technologies
• Defining a data value chain and establishing a data
foundation, pipeline and governance process to enable the
efficient and effective use of these technologies
• Identifying viable uses cases, talking to the business unit
who will be sponsoring the use cases thus solving real
business pains
• Automating and augmenting AI processes while keeping
the human touch
• Lessons learnt and outcomes so far

• Developing a comprehensive organisational-wide
strategy for AI adoption
• Understanding the customer and identifying where AI
can offer the most value for customers
• Mitigating the risks associated with AI in the financial
services industry
• Exploring practical applications of AI in Financial Services

• What are the key challenges and barriers to using data and emerging technology to drive innovation and transformational growth
• What ideas, tools or strategies can you adopt to overcome these challenges and barriers

PANEL MEMBERS:

JOHN ZUGELDER
Senior Manager Data Risk, Macquarie Group

DOUGLAS ISLES
Investment Specialist, Platinum Investment
Management Limited (TBC)

PIETER HANEKOM
Portfolio Delivery Lead - Investments, Data and Analytics, AustralianSuper (TBC)

• Developing an effective data visualisation framework
• Understanding what the uses of visualisation are, why
visualisation is important, who the customers of
visualisation are and how sophisticated your visualisation
needs to be
• Key considerations when defining the complexity, scope
and shape of your visualizations
• Exploring visualisation techniques and practical
applications to the financial services industry

JOHN ZUGELDER
Senior Manager Data Risk
Macquarie Group

15:00 AFTERNOON TEA BREAK

• Finding and developing the right data talent
• Geting the wider organisation on board with data
• Implementing the right tools, integrating them with
existing systems and ensuring your people can access
them
• Ensuring your organisational structure and processes
support effective data collection, management, and sharing

PAUL DONTSCHUK
Chief Transformation Officer at RedZed, Former Head of Data
Management and Business intelligence, Latitude Financial Services

• Strategic and structural changes to shift data from
supportive to fundamental
• Making data a part of the business DNA
• Democratising data – from request-driven to self-service
• Defining a common data language to provide standards
for reporting and clarity in communications
• Improving data literacy to support reporting and
business intelligence development

• Adherence and understanding of regulation and
compliance
• Ensuring whole leadership involvement and support
• Shifting the mindset towards “data as a strategic asset”
across your organisation
• Ensuring data governance is aligned with the business
strategy and goals
• Establishing the team responsible for setting the data
governance framework
• Change management and communication strategies for
roll out

ARNIE WACHS
Principal
Cutter Associates

• Geting leaders to prioritise and view data as a strategic
asset
• Influence culture and ways of working to enable
employees to embrace data
• Building data champions and advocates
• Driving a clear and unified data vision throughout the
organisations

REIN VAN ROOYEN
Head of Investment Performance & Operations at QSuper Group

• Understanding what makes an effective story
• How data stories differ from regular stories
• Using empathy to connect with the human side
• Know your audience and engage with them
• Balancing emotion and logic to drive meaningful change

KEEGAN O’SHEA
Director of Behavioural Science, Afterpay

• Ensuring a holistic approach: assessing the people,
processes and technology that impact data quality
• Who are the Data Owners, Stewards, Managers and
Users - establishing clear and concise roles and
responsibilities for data management and quality across
your organisation
• Establishing and effectively managing the data quality
cycle
• Effectively integrating technology throughout the data
quality cycle

ANNIE SOUTH
Director, Data Management Centre of Excellence RMIT University

• Amazons misogynistic AI recruitment tool and Microsoft
racist AI chatbot – what must organisations do to prevent
bias?
• The role of regulation and policy to adopt the principles
of ethics in AI – how must industry back this?
• How can data professionals reinforce the development
of responsible, human-centric AI?
• What must financial services do to mitigate bias when
using AI for applications and approvals?

PANEL MEMBERS:

REIN VAN ROOYEN
Head of Investment Performance & Operations at QSuper Group

KEEGAN O'SHEA
Director of Behavioural Science, Afterpay

ANNIE SOUTH
Director, Data Management Centre of Excellence RMIT University

12:20 1 Hour Lunch Break

• What are the key challenges and barriers to Building the
right data talent, driving data-centric cultures and building
data literacy to capitalise on data’s value
• What ideas, tools or strategies can you adopt to
overcome these challenges and barriers

PAUL DONTSCHUK
Chief Transformation Officer at RedZed, Former Head of Data
Management and Business intelligence, Latitude Financial Services

Other panel members TBA

This session will cover:
• How they defined the scope of the program and the
target audience
• How they identified who are the data community, who
are the frequent users of data and for what purpose do
they use data e.g. analytical or transactional?
• How they developed their strategy, and established
committiees and working groups to ensure a
collaborative approach that gained buy-in
• How they identified what tools were available to them, both internally and externally
• How they developed training materials to deliver and roll
out across the organisation

14.30 AFTERNOON TEA BREAK

• Using data and analytics to anticipate individual needs,
create segments, and build relationships with customers
• Unifying fragmented data to better organise information
and create a 360-degree customer profile
• Applying machine learning and systematic
experimentation to enable flexibility and create
customisation

AMIN KHATAMI
Senior Data Scientist, Pricing and Economic Capital, Risk Management
Toyota Finance Australia

• Making your data come to life - Why static data isn't
good enough anymore
• Using analytics to help you see the headlines you
otherwise would not have seen coming
• The myth of getting started - It is not as hard as you think
it is
• Build versus Buy - Choosing the right tools based on your
needs and resources
• Case Study - Analysis of using superannuation data from
APRA

MARK MONFORT
Founder and CEO at New Era Analytics

Findata 2021 Resource
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Registation Packages
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$2495 + GST

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$1,900 + GST
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