March 16, 2017, JW Marriott, Washington, D.C.

The momentum for U.S. financial regulators to adopt transparent, standardized data across their reporting regimes is well underway. Reliance on disconnected documents means investors, industry and the regulators themselves lose out. The Data Coalition is waging a successful advocacy campaign to convince Congress and agencies that it is time to modernize!

Beyond standardizing data collections across U.S. financial regulatory agencies, we are building the case for the eventual adoption of Standard Business Reporting (SBR). SBR, currently unknown in the U.S., has been successfully adopted in countries like the Netherlands and Australia. In Australia alone SBR saves companies and agencies more than AUD $1.1 billion per year.

The Data Coalition’s third annual Financial Data Summit assembled supporters of this crucial transformation. As financial agencies move from plain-text documents to structured formats like XBRL, and embrace interoperable data fields such as the Legal Entity Identifier (LEI), they enable better transparency for investors, data-driven analytics for investigators, and cheaper compliance for industry. By reducing costs and stimulating innovation, data standards will drive growth.

The Financial Transparency Act, pending in Congress, will require regulators to adopt standardized fields and formats across all the information they collect.

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


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Welcome Reception, Wednesday, March 15

Wednesday, March 15
5:30pm – 7:30pm 
Welcome Reception
(Speakers, Data Coalition members and sponsors only)

Sponsored by

 

Financial Data Summit Agenda, March 16

 

Thursday, March 16
8:00 am
Registration and Breakfast
8:45 am
Welcome
Hudson Hollister, Executive Director, Data Coalition
Craig Clay, President, Global Capital Markets, Donnelley Financial Solutions
Brian O’Shea, Senior Director, U.S. Chamber of Commerce Center for Capital Markets Competitiveness
9:00 am
Congressional Panel: Introducing the Financial Transparency Act
Congressman Darrell Issa, U.S. House of Representatives (R-CA-49)
Congresswoman Carolyn Maloney, U.S. House of Representatives (D-NY-12)
Congressman Randy Hultgren, U.S. House of Representative (R-IL-11)
Craig Clay, President, Global Capital Markets, Donnelley Financial Solutions (moderator)
10:00 am
Plenary Address: Modernizing Financial Regulation
Alex Pollock, Distinguished Senior Fellow, R Street Institute
Bryce Pippert, Principal, Booz Allen Hamilton (moderator)
10:15 am
Executive Keynote: Open Data Standards in Financial Regulation
Richard Berner, Director, Office of Financial Research
Bryce Pippert, Principal, Booz Allen Hamilton (moderator)
10:45 am  Networking Break Salon IV
11:15 am
Open Data Reporting in Action 
John Truzzolino, Director of Business Development, Donnelley Financial Solutions
11:30 am
Data Users Panel: From Open Data to Insights 
Emily Huang, Founder and CEO, idaciti
Rachel Carpenter, Founder and CEO, Intrinio
Alan Deaton, Acting Associate Director, Statistics Branch, FDIC
Howard Kaplan, Data Analyst, SEC
Hudson Hollister, Executive Director, Data Coalition (moderator)
12:00 pm
Plenary: Modernizing Global Regulation with the Legal Entity Identifier 
Stephan Wolf, CEO, Global LEI Foundation
Steve Ressler, GovLoop (moderator)
12:30 pm
Lunch 
Matt Rizai, CEO, Workiva
Hudson Hollister, Executive Director, Data Coalition
 Sponsored by 
Workiva
1:45 pm
Track 1: Government
 Salon I
_
Plenary: A Hierarchy of Data Needs
-Linda Powell, Chief Data Officer, CFPB
-Yolanda Scott Weston, Principal, Booz Allen Hamilton (moderator)
Track 2: RegTech
Salon II
 _
Plenary: How RegTech can Automate Reporting
– Bob Fisher Director, Washington Real Estate Investment Trust
– Adam Roth, CEO, StreamLink (moderator)
Track 3: Industry
Salon III
 _
Plenary: Modernizing Regulation for Better Capital Markets
-Tom Quaadman, Executive Vice President, U.S. Chamber of Commerce Center for Capital Markets Competitiveness
– Geoff Harkness, Managing Director, MorganFranklin (moderator)
2:15 pm
Agency Panel: Internal Value from Open Data 
-Bill Nichols, Senior Advisor, Information Architecture and Innovation, U.S. Treasury
-Rob Hudson, Project Lead, eForms, Federal Energy Regulatory Commission
-Gwen Mitchell, Manager, Metadata and Taxonomy Operations, Federal Reserve
-Paul Ferree, Data Analytics Product Director, Conference of State Bank Supervisors
-Karl Eiholzer, Director of Product Management, Municipal Securities Rulemaking Board
-Johan Bos-Beijer, Senior Advisor to the Inspector General, U.S. Navy (moderator)
 Emerging Technology Panel: RegTech and Reform
-John Collins, Vice President, International Policy, BAFT
-Donna Roy,Executive Director, Information Sharing and Services Office, Department of Homeland Security
-Marc Joffe, Director of Policy Research, California Policy Center
-Mike Willis, Assistant Director, Office of Structured Disclosure, SEC
– Jo Guo, Head of Data Fundamentals, Morningstar
-Joe Kull Director, PwC (moderator)
Industry Panel: Open Data to Reduce Compliance Costs
-Rob Morgan, Vice President of Emerging Technologies, American Bankers Association
-Robin Doyle, Managing Director, Office of Regulatory Affairs, JP Morgan
-Mohini Singh, Director of Financial Reporting Policy, CFA Institute
-Ben Brown, Managing Director, Patomak Partners
-Dan Meisner, Senior Director, Head of Open Data and Ecosystems, Thomson Reuters (moderator)
2:45 pm Networking Break Salon IV
3:30 pm
Congressional Staff Panel: Reforms to Modernize Financial Regulation (off the record)
Salon I
-Milan Dalal, Counsel, Senator Mark Warner (D-VA)
-Bill Hulse, Congressman Randy Hultgren (R-IL-14)
-Ben Harney, Congresswoman Carolyn Maloney (D-NY-14)
-Tommy Leander, Congressman David Schweikert (R-AZ-6)
-Christian Hoehner, Policy Director, Data Coalition (moderator)
Sponsored by
RegTech Showcase: How Open Data Empowers New and Innovative Business Models
Salon II
-Joey French, Co-Founder and President, Intrinio
-Mary Kopczynski, Founder and CEO, 8of9
-Sam Taussig, Head of Government Relations and Community Banking, Kabbage
-Chris Taggart, Founder and CEO, OpenCorporates
-Hicham Oudghiri, Co-founder and CEO, Enigma
-Nick Sinai, Partner, Insight Venture Partners (moderator)
4:15 pm
Closing Keynote: Delivering Open Data for Innovative Uses Salon IV
Justin Antonipillai, former Senior Advisor, U.S. Department of Commerce
Mike Starr, Vice President of Government and Regulatory Affairs (moderator)
5:00 pm
Closing Remarks Salon IV
Hudson Hollister, Data Coalition
John Truzzolino, Director of Business Development, Donnelley Financial Solutions

Speakers

 

Former Counselor and Open Data Chief,
Department of Commerce
Dick Berner
Director, Office of Financial Research (OFR),
 U.S. Treasury Department
Senior Advisor to the Inspector General,
U.S. Navy
Managing Director, Patomak Partners
Founder and CEO, Intrinio
Executive Vice President of Capital Markets,
Donnelley Financial Solutions
Vice President for International Policy, BAFT
Counsel, Senator Mark Warner (D-VA)
Managing Director, Office of Regulatory Affairs,
J.P. Morgan Chase
Chief of the Data Strategy Section,
Division of Insurance and Research,
Federal Deposit Insurance Corporation
Director of Product Management, Municipal Securities Rulemaking Board
Data Analytics Product Director,
Conference of State Bank Supervisors
Co-Founder, President and CFO, Intrinio
Counsel,
Congresswoman Carolyn Maloney
Policy Director, Data Coalition
Director of Financial Reporting,
Washington Real Estate Investment Trust
Head of Data Fundamentals, Morningstar
Managing Director, MorganFranklin
Executive Director, Data Coalition
e-forms, FERC
Founder, idaciti
Legislative Assistant, Rep. Randy Hultgren
U.S. House of Representatives
U.S House of Representatives
Director of Policy Research,
California Policy Center
Data Analyst, SEC
Founder and CEO, 8of9
Director, PwC
Legislative Assistant, Rep. David Schweikert
Carolyn Maloney
U.S. House of Representatives
Senior Director, Open Data and Ecosystems, Thomson Reuters
Manager, Metadata and Taxonomy Operations,
Federal Reserve
VP of Emerging Technologies,
American Bankers Association
Senior Advisor, Information Architecture and Innovation,
U.S. Treasury Department
Co-founder and CEO, Enigma
Senior Director,
U.S. Chamber of Commerce
Center for Capital Markets Competitiveness
Principal, Booz Allen Hamilton
Chief Data Officer,
 Consumer Financial Protection Bureau
Distinguished Senior Fellow,
R Street Institute
Executive Vice President,
U.S. Chamber Center for Capital Markets Competitiveness
Founder, GovLoop
Chairman and CEO,
Workiva
CEO, StreamLink
Executive Director,
Information Sharing and Services Office,
Department of Homeland Security
Venture Partner, Insight Venture Partners
Mohini Singh
Director of Financial Reporting Policy,
CFA Institute
Vice President of Government and Regulatory Affairs,
Workiva
Head of Government Relations and Community Banking,
Kabbage
Founder and CEO, OpenCorporates
Director of Business Development,
Donnelley Financial Solutions
Managing Director/Principal, Booz Allen Hamilton
Assistant Director,
Division of Economic and Risk Analysis, SEC
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Chief Executive Officer,
Global Legal Entity Identifier Foundation (GLEIF)

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