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Overview
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.
Speakers

Lewis Alexander
Chief U.S. Economist, Nomura (via video chat)
Srinivas Bangarbale
Chief Data Officer, CFTC
John Bartlett
Founder, FundHive
Scott Bauguess
Assistant Director, Division of Economic and Risk Analysis, SEC
Ami Beers
Senior Technical Manager, American Institute of CPAs
Richard Berner
Director, Office of Financial Research, Treasury Department
David Blaszkowsky
Head of Data Governance, State Street Bank (former)
Jay Brown
Investor Advisory Committee, SEC
Milan Dalal
Senior Economic Advisor, Sen. Mark Warner
Alan Deaton
Acting Associate Director, Statistics Branch, FDIC
Karel Engelen
Global Head of Technology Solutions, International Swaps and Derivatives Association
Roger Fahy
Vice President, Chief Operating Officer, CUSIP Global Services
Pranav Ghai
Founder, Calcbench
Andres Gil
Director, Center for Capital Markets, U.S. Chamber of Commerce
Danny Goroff
Program Director, Sloan Foundation
Emily Huang
Founder, idaciti
Marc Joffe
Director, Center for Municipal Finance
Nicole Johnson
Govloop
David LeDuc
Policy Director, SIIA
Tim Lind
Global Head of Financial Regulatory Solutions, Thomson Reuters
Ari Marcus
Managing Director, Citi
Daniel Meisner
Head of Open Data, Thomson Reuters
Hon. Allan Mendelowitz
President, ACTUS Financial Research Foundation
Chris Merchant
Partner, PwC
Gwendolyn Mitchell
Manager, Metadata and Taxonomy Operations, Federal Reserve
Sasha Moss
Policy Counsel, Rep. Blake Farenthold
Bryce Pippert
Principal, Booz Allen Hamilton
Linda Powell
Chief Data Officer, CFPB
Rich Robinson
Open Symbology Manager, Bloomberg
Mary Kay Scucci
Managing Director, SIFMA
Justin Stekervetz
Associate Director of Strategy and Standards, Office of Financial Research, Treasury Department
Carol Wayman
Legislative Director, Rep. Ellison
Mike Willis
Assistant Director, Division of Economic and Risk Analysis, SEC
Brian Williams
Director, Business Development, Dun & BradstreetVenue
JW Marriott, 1331 Pennsylvania Ave NW, Washington, DC 20004
Agenda
Monday, March 28
5:00pm
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Welcome Reception Sponsored by PwC(Speakers, Data Coalition members, and sponsors only) |
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Tuesday, March 29
8:00 am
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Registration and Breakfast
Sponsored by Socrata
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9:00 am |
Welcome
Hudson Hollister, Data Coalition
David LeDuc, Policy Director, SIIA
Mike Starr, Workiva
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9:15 am |
Plenary Address
Hon. Allan Mendelowitz, President, ACTUS Financial Research Foundation
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9:30 am | Regulator Keynote | ||
10:00 am |
Executive Keynote
Dick Berner, Director, Office of Financial Research, Department of the Treasury
Bryce Pippert, Booz Allen Hamilton (moderator)
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10:45 am |
Networking Break
Sponsored by Merril Corporation
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11:15 am |
Data Users Panel
Sponsored by PwC
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)
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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)
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12:30 pm |
Lunch
Sponsored by DFIN
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1:45 pm |
Financial Industry Keynote
Lewis Alexander Chief U.S. Economist, Nomura (via video chat)
Craig Clay, RR Donnelley (moderator)
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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 Engelen, Global Head of Technology Solutions, International Swaps and Derivatives Association
Hudson Hollister, Data Coalition (moderator)
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2:45 pm |
Networking Break
Sponsored by Merrill Corporation
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3:30 pm |
Breakout 1: Identifiers
Sponsored by Bloomberg
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)
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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)
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Breakout 3: Startup Spotlight
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)
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5:00 pm |
Closing
Hudson Hollister, Data Coalition
David LeDuc, Policy Director, SIIA
Mike Starr, Workiva
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