Data Standards Mean Business!

The Coalition's Second Annual Financial Data Summit: Data Standards Mean Business! Brought together data standards advocates and leaders from across the financial regulatory community to discuss the many benefits of moving from documents to data.

March 29, 2016, JW Marriott, Washington, D.C.

U.S. financial regulatory agencies have only just begun to modernize the information they collect from disconnected documents into transparent, standardized data. The Data Coalition’s second annual Financial Data Summit brought together supporters of this crucial transformation. As financial agencies move from plain-text documents to open formats like XBRL, and embrace interoperable data fields such as the Legal Entity Identifier (LEI) across multiple reporting requirements, they enable better transparency for investors, data-driven analytics for investigators, and cheaper compliance for the industry. By reducing costs and stimulating innovation, data standards will drive growth.

The proposed Financial Transparency Act (H.R. 2477) will require financial agencies to adopt standardized fields and formats across all the information they collect. But some agencies are choosing to modernize their reporting requirements even in advance of a legal requirement.

The Financial Data Summit is Washington’s only policymaker gathering focused on the transformation of financial regulatory reporting into transparent data. Speakers included federal agency leaders; Congressional supporters of data transparency; and financial and technology industry leaders.


Presenting Sponsor

 

 

Financial Data Summit Speakers’ Presentations

  • Presentation by Hon. Allan Mendelowitz, former chair, Federal Housing Finance Board
  • Speech by Hon. Dick Berner, director, Treasury Office of Financial Research
  • Presentation by Mike Willis, Associate Director, Office of Structured Data, Division of Economic and Risk Analysis, SEC
  • Presentation by RR Donnelley and Danny Kermode, Washington state Utilities and Transportation Commission

 

#FinDataSummit Videos

 

Agenda

Monday, March 28
5:00pm 

Welcome Reception

(Speakers, Data Coalition members and sponsors only)
Sponsored by 
PWC Logo
Tuesday, March 29
8:00 am
Registration and Breakfast
Sponsored by 
Unknown
9:00 am
Welcome
Hudson Hollister, Data Coalition
David LeDuc, Policy Director, SIIA
Mike Starr, Workiva
9:15 am
Plenary Address
Hon. Allan Mendelowitz, President, ACTUS Financial Research Foundation
9:30 am Regulator Keynote
10:00 am
Executive Keynote
Sponsored by 
Dick Berner, Director, Office of Financial Research, Department of the Treasury
Bryce Pippert, Booz Allen Hamilton (moderator)
10:45 am
Networking Break
Sponsored by 
AAEAAQAAAAAAAAcRAAAAJDRhZjRkZDA1LWVjMTUtNGY3OS04NTk3LWRmOTA0OTM5M2I2ZQ
11:15 am
Data Users Panel 
Sponsored by 
PWC Logo
Tim Lind, Global Head of Financial Regulatory Solutions, Thomson Reuters
Scott Bauguess, Deputy Director, Division of Economic and Risk Analysis, SEC
Alan Deaton, Acting Associate Director, Statistics Branch, FDIC
Chris Merchant, PwC (moderator)
12:00 pm Structured Data Analytics at the SEC 

Mike Willis, Assistant Director, Office of Structured Disclosure, Division of Economic and Risk Analysis, SEC
Jay Brown, Investor Advisory Committee, SEC (moderator)
12:30 pm
 Lunch 
Sponsored by 
rr-donnelley--sons-company-logo
1:45 pm
Financial Industry Keynote
Lewis Alexander Chief U.S. Economist, Nomura (via video chat)
Craig Clay, RR Donnelley (moderator)
2:15 pm
Financial Industry Panel 
Andres Gil, Director, Center for Capital Markets Competitiveness, U.S. Chamber of Commerce
Mary Kay Scucci, Managing Director, SIFMA
Ari Marcus, Managing Director, Citi
Ami Beers, Senior Technical Manager, American Institute of CPAs
Karel EngelenGlobal Head of Technology Solutions, International Swaps and Derivatives Association
 Hudson Hollister, Data Coalition (moderator)
2:45 pm
Networking Break
Sponsored by 
AAEAAQAAAAAAAAcRAAAAJDRhZjRkZDA1LWVjMTUtNGY3OS04NTk3LWRmOTA0OTM5M2I2ZQ
3:30 pm
Breakout 1: Identifiers
Sponsored by
bloomberg-logo
Rich Robinson,
   Bloomberg
Daniel Meisner,
   Thomson Reuters
Brian Williams,
   Dun & Bradstreet
Roger Fahy,
CUSIP Global Services
David Blaszkowsky,
  State Street (former)
Danny Goroff,
   Sloan Foundation (moderator)
Breakout 2: Hill Staff

Milan Dalal,
   Sen. Mark Warner
Sasha Moss,
    Rep. Blake  Farenthold
Brian O’Shea,
   Rep. Scott Garrett
Carol Wayman,
   Rep. Keith Ellison
Christian Hoehner, Data Coalition (moderator)
Breakout 3: Startup Spotlight

Calcbench

Center for Municipal Finance

idaciti

Qaravan

FundHive

Bryce Pippert, Booz Allen Hamilton (moderator)

4:15 pm
Data Management Panel
Srinivas Bangarbale, Chief Data Officer, CFTC
Gwendolyn Mitchell, Manager, Metadata and Taxonomy Operations, Federal Reserve
Justin Stekervetz, Associate Director of Strategy and Standards,Office of Financial Research, Treasury Department
Linda Powell, Chief Data Officer, CFPB
Nicole Johnson, GovLoop (moderator)
5:00 pm
Closing
Hudson Hollister, Data Coalition
David LeDuc, Policy Director, SIIA
Mike Starr, Workiva

Speakers

Speakers will be updated as they are confirmed. 

Director, Office of Financial Research, Treasury Department

Assistant Director, Division of Economic and Risk Analysis, SEC

Chief U.S. Economist, Nomura (via video chat)
Chief Data Officer, CFTC
Senior Technical Manager, American Institute of CPAs
Investor Advisory Committee, SEC
Head of Data Governance, State Street Bank (former)

Executive Vice President of Capital Markets, RR Donnelley
Senior Economic Advisor, Sen. Mark Warner
Acting Associate Director, Statistics Branch, FDIC
Founder, Calcbench

 

Director, Center for Capital Markets,  U.S. Chamber of Commerce
Program Director, Sloan Foundation
IMG_1343-150x150
Executive Director, Data Coalition
Founder, idaciti
Director, Center for Municipal Finance
Nicole Johnson
GovLoop
Policy Director, SIIA
Global Head of Financial Regulatory Solutions, Thomson Reuters
Managing Director, Citi
Head of Open Data, Thomson Reuters
Partner, PwC
Hon. Allan Mendelowitz
President, ACTUS Financial Research Foundation
Manager, Metadata and Taxonomy Operations, Federal Reserve
Principal, Booz Allen Hamilton
Vice President, Chief Operating Officer, CUSIP Global Services
Chief Data Officer, CFPB
Open Symbology Manager, Bloomberg
Managing Director, SIFMA
Mike Starr
Vice President of Government and Regulatory Affairs, Workiva
Associate Director of Strategy and Standards,
Office of Financial Research, Treasury Department
Legislative Director, Rep. Ellison
Assistant Director, Division of Economic and Risk Analysis, SEC
Director, Business Development, Dun & Bradstreet
Policy Counsel, Rep. Blake Farenthold
 Global Head of Technology Solutions,
International Swaps and Derivatives Association
Founder, FundHive

Contact us about this event


Partner Sponsor

rr-donnelley--sons-company-logo

Special Policy Partner
Internet Sponsor

Grant Thornton Logo


Media Partner