CDAO Executive Summit 2019

W Atlanta-Midtown, Atlanta, GA
September 22, 2019 - September 24, 2019

35 days left

Welcome to Opal Group’s CDAO Executive Summit

Leveraging Data and Analytics to Drive Value and Optimize Decision Making

The CDAO Executive Summit is a gathering of C-Suite Executives and Senior Decision Makers from Fortune 1000 and leading enterprise organizations. Our intimate, invitation-only event creates new business relationships and opportunities to benchmark with true peers while focusing on key business challenges.

Our summit provides a specialized, strategically-built experience featuring unparalleled speaking sessions, on and off-site networking opportunities, and customized face-to-face business meetings.

We believe in creating a memorable, collaborative and effective experience focused on continuous improvement for Chief Data & Analytics Officers, Chief Data Officers, Chief Analytics Officers, and other top executives in data, analytics, artificial intelligence, business intelligence, IT and data governance.

Join us! Interested in attending, speaking or sponsoring? Contact Bobby Swartout at (212) 532-9898 ext 248 or email

The Summit Experience - Hear from Starbucks, Expedia, Home Depot, and more!

Current as of August 13, 2019


Inderpal Bhandari, Global Chief Data Officer, IBM Corporation

Ameet Shetty, Chief Data & Analytics Officer, SunTrust Bank

Andy Sohn, Chief Data & Analytics Officer, Crawford & Company

Pradipta Saha, Head of Data & Analytics - Supply Chain, Mondelez International

Jim Young, SVP Information Management & Analytics, Travelers

Jose Murillo, Chief Analytics Officer, Banorte

Alan Segal, Vice President of Audience Development & Analytics, CNN

Santosh Kudva, Vice President of Data & Analytics, GE Power

Ash Dhupar, Chief Analytics Officer, Publishers Clearing House

Jerry Gupta, SVP, Digital Catalyst, Swiss Re

Danial Dashti, Senior Machine Learning Scientist, Amazon

Srini Sankar, Enterprise Data Leader, Hanover Insurance

Juan Gorricho, SVP of Data & Analytics, TSYS

Tim Eisenmann, Chief Analytics Officer and Senior Vice President of Advanced Analytics, American Tire Distributors

Amitha Krishnappa, Sr. Manager, Analytics, Measurement & Optimization, Catalog, Walmart Labs

Patrick McCleary, Head of North America Call Center Data & Analytics, TD Bank

David Mathison, CEO, CDO Club


Welcome Brunch | Meet & Greet Activity | Event Registration


Chairperson’s Opening Remarks


Opening Keynote Presentation


Leveraging Data to Give Your Company a Competitive Edge


Data has become a critical business asset, and a major challenge that most organizations face is how to leverage their ocean of data to give the company a competitive edge. The explosion of information is clearly accelerating; data is flooding companies and the problem is only getting worse. When our machines talk to each other, the rate of information growth will increase exponentially. As a result, it’s imperative that your organization maximizes the data effectively to make it a profitable asset.


Join this enlightening session as we discuss the steps needed to monetize your company’s data assets, such as:

  • Capturing the decision architecture of particular business problems, and building analytics capabilities in order to develop diagnostics that enable decisions and actions
  • Developing monetization strategies that align with your strategic objectives, and maintain them as corporate assets
  • Use data science and decision theory to turn information into actionable insights and properly structure the decision process
  • Determining the right analytics structure for the performance, integrity, and scalability of your monetization strategy
  • Developing monetization strategies that are automated, repeatable, and scalable throughout your organization in order to have analytics that can be utilized by many departments

Interactive Panel Discussion


Building Data Science – Examining the Ways to Transition Your Organization and Create a Data-Driven Culture


While understaffing and disorganized data are common problems for many organizations, they are generally solved by utilizing the proper resources and “elbow grease”. While each data organization faces different circumstances, in most instances the ideal path towards data maturity and data-centricity are relatively homogeneous for data executives that prioritize relationships and communication.


In this engaging panel discussion we will talk about some of the steps that are needed to develop a long-term plan for creating a data-driven culture, including:

  • Aligning your data collection with your business goals
  • Democratizing, in order to develop a deep understanding of your data pipelines and establish a trust in employees’ ability to use the data
  • Fostering an environment where data is driving the real decisions – which requires the implementation of machine learning
  • Pushing data collection and machine learning forward to continually drive the breadth and quality of the data, analysis, insights, and business value

Interactive Workshops

Many organizations struggle to achieve consistent benefit from their analytic efforts. In addition, an organization’s strength in analytic model development alone is insufficient to becoming a truly insight-driven enterprise.


Join this engaging discussion as we review ways to overcome common challenges to being predictively driven, including:

  • Consistently applying analytics to different data sets in different systems
  • Sharing analytics across business units, geographies and silos
  • Reconciling analytic models with actual business outcomes
  • Implementing analytics into production systems faster and more efficiently

When it comes to artificial intelligence (AI), there is no such thing as data overload. In fact, it’s quite the opposite – the more data, the better. Because AI systems have the ability to process enormous amounts of data, and their accuracy increases along with data volume, the demand for data continues to grow.As the lifeblood of AI, data is critical to helping you get the business insights you need to move your business forward.


In this session we will discuss ways to lay out the groundwork for successful integration of AI, such as:

  • Determining the most important areas in which AI can benefit the business
  • Ensuring that your IT infrastructure can handle the change
  • Investing in your employees’ knowledge of AI and its impact on data
  • Defining KPI’s and implementing a reporting mechanism that will help determine whether the platform can do what it promises to do

Networking Break | Meetings


Keynote Presentation


Aligning Your Data Strategy with the Business Strategy


Many organizations are simply missing the mark on new data and analytics initiatives. In order to stay competitive, it’s imperative for them to properly leverage the data to create valuable insights that support better business decisions and positive business impact.In this enlightening session, we will discuss the process of gaining a clear understanding of the value-chain methodology, andoutlining a data strategy that supports business goals.


In this enlightening session we will talk about:

  • The Best ways to align business and IT
  • How to properly develop a business model canvas
  • Ways to overcome difficulties in implementation
  • Steps needed to achieve a successful adoption of analytics across the entire organization

Keynote Presentation


Defining an Effective Framework to Turn Data Analytics into Quantifiable Results


The discipline of data-driven decision-making may be an entirely new approach for many organizations that are thinking about how to improve business performance. An assessment of analytics maturity is crucial to company performance, so it’s important to define a framework for a repeatable analytic process.


Join this informative session as we will talk about the steps that are necessary to create an effective framework, such as:


  • Clarifying how your organization can set and execute goals, and measure performance
  • Predicting the behaviors and tendencies of your customers, and forecasting how they will behave in the future
  • Balancing business objectives with the goals of the customers
  • Launching the optimized mix of strategies in the field and capturing the responses
  • Analyzing the results in order to evaluate the impact on business performance



Keynote Presentation


Building a Successful Data Governance Strategy


One of the core elements of data analytics that organizations struggle with today is data governance. An organization could do everything right and still wonder why their analytics projects are failing if they haven’t taken the time to build and implement a governance strategy. It’s important to consider the core data governance processes that are critical for success and understanding the business drivers and business outcomes that matter to the organization.


In this session we will discuss strategies to ensure that an organization’s data governance processes are successful, such as:


  • Establishing the master data standards that the organization will rely on to define their data going forward
  • Utilizing data catalogs with governance features to provide order and ease-of-access to large collections of data
  • Federating governance to avoid the push and pull that exists between centralized control and decentralized action

Networking Break | Meetings


Interactive Panel Discussion


Championing Data Literacy in Your Organization and Teaching Data as a 2nd Language to Facilitate a Data Driven Business


The pervasiveness of data and analytics capabilities, including AI, requires the creators and customers to speak data as a common language. As data and analytics becomes a core part of digital business and data becomes an organizational asset, employees must have at least a basic ability to communicate and understand conversations about data. In short, the ability to “speak data” will become an integral aspect of most day-to-day jobs. It’s critical for data and analytics executives to essentially create the narrative for data literacy, while also highlighting the business value to be gained.


In this session we will discuss the steps necessary to create an effective data literacy program, like:


  • Identifying the fluent and native “data speakers” in your organization who can serve as mediators for the business groups
  • Determining the areas where communication barriers mean that data isn’t being utilized to its full business potential
  • Educating executive leadership and front-line leaders that are involved in crafting and implementing data-driven solutions, products and services
  • Establishing proof-of-concept workshops to capture and review lessons learned, and sharing the lessons with other groups and departments to raise awareness of any literacy gaps

Mixology 101: Library of Libations | Networking Cocktail Reception


Networking Breakfast


Chairperson’s Opening Remarks


Opening Keynote Presentation


Transforming Business through Journey Analytics


Customers are consuming our brands across a multitude of touchpoints, and every time they do they leave digital footprints in our data. Journey Analytics is an evolving and rapidly expanding field of analytics that transforms big data into tangible strategies that allow businesses to see the real journeys that their customers are on. It allows businesses to see the real journeys that customers are on, and pinpoint – with mathematical precision – where along the journey that brands triumph or fail.


In this session  we will review examples of:


  • How businesses are being transformed by this new field of analytics
  • How customer journeys are directly shaping client experience, revenues and cost savings
  • Methods to master the customer journey through analytics

Interactive Panel Discussion


Developing Innovative and Creative Strategies to Attract, Develop and Retain Data and Analytics Talent


Few areas of the IT job market have seen the growth and disparity in supply and demand that the data and analytics field has experienced. As big data continues to get bigger and the analytics field continues to mature, it’s becoming a core part of business and the decision-making process. Competition for top analytic talent is going to be fierce as more companies enter the hiring fray. In addition, schools and universities are still lagging behind as it relates to teaching the skills necessary to fill these data and analytics jobs, so it’s critical for organizations to develop internal programs or partner with schools to offer courses in these areas.


In this panel we will discuss strategies for improving talent acquisition and development, such as:


  • Knowing the specific data and analytical skills you are hiring for
  • Creating career paths that lead to high-profile positions within the organization
  • Illustrating the business impact that data and analytics can create
  • Showing data and analytics talent that the organization, particularly senior management, is excited about the impact data and analytics has on the business
  • Fostering a culture of self-development within the data and analytics teams

Networking Break | Meetings


Interactive Workshops

Leading organizations in every industry are wielding data and analytics as competitive weapons, operational accelerants and innovation catalysts. Still, many companies continue to struggle under the weight of traditional business models and analog business process that discount the potential of data and analytics.


Join us in this engaging workshop as we discuss how to make data and analytics become the centerpiece of enterprise strategy, focus and investment, by:


  • Collecting examples of the internal and external economic benefits from data and analytics that your organization has generated
  • Measuring and communicating the value of the organization’s information assets to help shift the culture into believing and behaving as if information is an actual asset
  • Building advanced analytics competencies beyond traditional business intelligence and embedding them throughout the business

The expansion of data science as a key element in modern business has led to several different challenges; technical, organizational, and ethical. Data science teams are usually structured more loosely than traditional IT or analytics teams, and use a wider range of platforms, tools, and techniques than IT teams are used to managing. In addition, there is increasing concern about: data security and privacy;and the ethics of machine learning.


In this workshop we will review the factors to consider when developing a strategic plan to address governance and ethics concerns in your data science initiatives; such as:


  • The key differences between governance, compliance, security, and privacy
  • Challenges faced by data science and support teams
  • Important regulations such as California’s Consumer Privacy Act and the EU’s GDPR
  • Means for addressing regulatory concerns in modern data environments
  • Methods of validating, documenting, and auditing data science processes

Keynote Presentation


Modifying Your Workforce Structure to Ensure a Successful Digital Business Transformation


The growing importance of data and analytics creates new strategic challenges for organizations and data and analytics leaders. Now is the time to create an organization with new data and analytics roles fit for the future. Modern business is creating new responsibilities and roles for those managing data and analytics and requires different, complex skills in areas like AI and machine learning. As the transformation toward digital business continues, new roles blending IT and business functions will emerge.


In this informative session we will discuss the key roles to focus on for future-proofing your data and analytics workforce, including:


  • Data-driven facilitators to better manage information assets
  • Data engineers to investigate and interpret data variations for early error detection
  • Information architects to improve the structural design of shared information environments
  • Information product managers to help business and information leaders agree on how to effectively monetize data and generate revenue

Networking Luncheon


Keynote Presentation


Creating an Analytically Driven Organization: Implementing an Advanced Analytics Program


Many organizations have been charging ahead with bold investments in analytics resources and artificial intelligence by implementing analytics programs and hiring analytics talent, but many of them fail to convert their analytics pilots into scalable solutions. Unfortunately, top management often fails to really grasp the concept of advanced analytics by struggling to define valuable problems for the analytics team to solve, and they lack the full investment in building the right skills.


In this session we will review some important considerations to ensure your organization is  making intelligent, data-driven business decisions while developing an analytics program, such as:


  • Deciding on the key metrics that are truly meaningful for your business
  • Modeling the data correctly to properly plan the goals of your analytics
  • Designing practical dashboards to ensure that your visualization is relevant, logically ordered, and simplified so your users aren’t overwhelmed
  • Choosing the correct business intelligence tools with single-stack capabilities to prevent the need for other BI tools

Keynote Presentation


Developing a Data Strategy and Unified Architecture for the Cloud to Maximize Business Benefit and Minimize Integration Costs


Different data has different information densities, carries different worth, comes in different formats, requires different analytics, and serves different business purposes. Enterprises need technologies that can address all these challenges while delivering a holistic view across all of their data to make unique associations and ask the important questions about customers, products, or relationships.Building a road map for modern and cloud-based data and analytics requires new ways of thinking about platforms and pipelines with services to fully leverage the value the cloud has to offer.Cloud and hybrid architectures facilitate modern data capabilities but must be approached within the context of a broader data strategy.


In this interactive session we will discuss the challenges and solutions in developing a scalable, flexible ecosystem for handling all data and analytic requirements; such as:


  • A conceptual architecture for enterprise analytics capabilities
  • A logical reference architecture for optimizing data platforms, engineering, and analytics
  • Prioritizing capabilities when evaluating vendors in data unification and data virtualization
  • Building a road map for cloud migration that aligns with your data strategy

Interactive Panel Discussion


Ensuring the Ethical Collection and Use of Data & Analytics


In the wake of last year’s application of GDPR and the multitude of data breaches that have occurred recently, it’s never been a better time for organizations to take a close look and ask hard questions around how they collect, manage, and act on audience data. As the use of data & analytics grows, the potential for ethical dilemmas and reputation risks also increase, so data and analytics leaders have to develop solutions to mitigate these risks.


In this engaging panel discussion we will discuss some tips for organizations to protect their customers and their reputations, such as:


  • Not relying too heavily or exclusively on third-party data
  • Be clear right up front with what data you will be collecting and how your organization will use it
  • Ensure transparency with your customers to gain their trust to create greater brand loyalty and increased revenues
  • Know the origins of your data and the rules surrounding it
  • Put processes in place to understand the permissions associated with the data you hold, and mitigate the risk of misuse

Networking Break | Meetings


Executive Breakout Sessions

For the past few decades, business intelligence tools have been essential for companies wanting to stay ahead of the competition. The natural evolution of business intelligence, predictive analytics provides a deeper understanding of future trends, relying on historical data and statistical models. As with AI, however, it is only as good as the input and the reasoning behind the algorithm used.


In this engaging session we will discuss some of the steps necessary to properly execute the implementation of Predictive Analytics, such as:


  • Setting out expected outcomes and clear deliverables
  • Defining data collection and analysis processes
  • Democratizing modeling and making it available to business analysts and data scientists
  • Interpreting and integrating data into daily routines
  • Monitoring the data periodically to confirm its significance

Most data and analytics teams are adept at creating dashboards and visualizations, but many are unfamiliar with wrapping those artifacts into a useful narrative. A narrative that simply describes data would be of limited use for decision makers. It’s the context around the data that provides value and that’s what will make people listen and engage.


In this session we will discuss ways to utilize storytelling to encourage and energize critical thinking for business decisions, such as:


  • Creating engagement to develop enticing and relevant stories
  • Acknowledging and defusing human bias in the stories
  • Debating data stories collaboratively within your organization to get higher levels of engagement
  • Subjecting data stories to critical thinking to improve decision-making

Keynote Presentation


Personalizing the Customer Experience to Yield a Higher ROI


While the value of personalization is clear, the task can seem rather lofty. Despite the many challenges in creating dozens or even hundreds of different experiences for your customers, it’s imperative to make sure that your message speaks to each of them on an individual level. The organization must deliver real-time contextually relevant experiences that are informed by customer data.


Join us in this highly interactive session as we talk about the ways your organization can connect and aggregate data about your customers and their preferences, such as:


  • Messaging that encourages active participation and celebrates customer achievements
  • Utilizing information about past interactions and purchases, and retargeting your audience on different platforms
  • Creating compelling and relevant content and experiences that stay with the customer throughout their entire journey
  • Utilizing deep learning technology on industry trends, consumer behavior, and intent signals to ensure that content and messages reach the right customer at the right time in the right format

Networking Cocktail Reception | Meetings


Networking Breakfast and Executive Roundtables

A) Overcoming Barriers to Becoming Data Centric

B) Wielding Data and Analytics as Competitive Weapons

C) Tackling Workforce Structure to Ensure a Successful Digital Business Transformation


Chairperson’s Opening Remarks


Opening Keynote Presentation


Identifying and Seizing the Opportunities to Drive Business Value Through Advanced Analytics Innovation


In today’s increasingly data-driven landscape, the companies who succeed are equipped to put their data to work most effectively. Data analytics dramatically impacts both internal critical operations as well as external product or service delivery and customer experience. This is made possible by creating faster, more in-depth insights that enable better decision making and provide a huge opportunity to drive digital transformation across the business.


Join this session as we discuss the key points to successfully develop a solid analytics strategy, such as:


  • Engaging with internal clients to improve delivery of analytic projects needs
  • Supporting business transformation by providing thought leadership in analytic techniques and new solutions
  • Identifying data points opportunities across the digital and physical customer journey
  • Monitoring external trends to inform strategic decisions

Keynote Presentation


Bridging the Gap Between Big Data and Analytics


The world of big data is at a critical juncture right now – we have crafted a rich collection of methods for gathering, managing, and analyzing massive data sets. The technology associated with gathering and analyzing data plays the crucial role of bridging the gap between the big data world of numbers and symbols and our need for understandable insights.As companies strive to incorporate new data management technologies into their business development processes, it’s imperative that they have the requisite expertise to utilize these technologies.


In this enlightening session we will review the ways to successfully bridge the gap between highly-specialized data and the capabilities that are necessary to generate effective analytics insights, such as:


  • Developing individuals with hybrid, cross-functional skillsets
  • Eliminating operations have historically been distributed across distinct departments to prevent the build-up of data silos
  • Instituting enterprise data hubs so anyone in the organization, regardless of department, can discover, index and analyze the data
  • Implementing the technology of automatic narrative generation to unleash the insights that are often trapped in the wealth of data the organization controls

Networking Break | Meetings


Keynote Presentation


Implementing a Data Governance Strategy to Ensure the Data is Clean, Accurate, and Secure


There is increasing public concern about data security and privacy and governments worldwide have introduced legislation to address this, including the European Union’s GDPR. The traditional top down approach to data governance has failed, as big data multiplies in type and volume, and users seek to answer more complex business questions. Many organizations attempt to define target enterprise data models, formats for standard data, and an understanding of the inventory – but often these goals are not achieved.


In this session we will review thoughts on how to move beyond traditional data governance, such as:


  • Leveraging big data and analytics on the data itself to address the issue
  • Creating a robust data repository and leveraging it as the hub for a deep understanding of data profiles
  • Applying ML and other tools to uncover value and prevent data duplication
  • Utilizing streaming technologies to absorb a large amount of data volume

Closing Panel Discussion


Creating a Shared Data and Analytics Vision that Becomes Ingrained in the Corporate Culture


Many organizations face continuing challenges when trying to fully adopt big data and analytics processes, but the benefits that are gained by new technology solutions are having a tremendous impact on the application of data and analytics. Companies are having little issue in comprehending the benefits of technology, but the biggest challenge is in the process of cultural change.


In this final panel discussion of the event, we will review the issues that need to be addressed in order to implement and maintain a cultural change, such as:


  • Identifying the critical business questions that will drive business value and financial impact
  • Considering the critical human and organizational issues that will ensure successful adoption
  • Determining how to leverage big data and analytics in order to effectively drive innovation
  • Adapting and transforming culturally in response to the opportunities and the challenges presented by big data

End of Summit | Champagne Toast | Thank you!

W Atlanta-Midtown
Atlanta, GA

Please contact your business development associate to reserve your hotel room.

More networking, greater interactions, bigger ROI:

One of the biggest challenges that companies face is standing out from the crowd and getting exposure with executives from leading enterprise organizations. Your company has the perfect solution to your customer’s problem but how do you grab their attention and present your value proposition?

The CDAO Executive Summit is the perfect platform to gain valuable exposure for your brand with exclusive access to key decision makers. The attendees at the Summit are C-Suite Executives and Senior Decision Makers from the Fortune 1000 and are selectively invited and pre-qualified to ensure they carry budgetary responsibility. The event provides a specialized, strategically-built experience for cutting-edge solution providers to engage, interact, and build relationships with executives who are actively looking for new business partners.

Solution providers at the Summit have the opportunity to showcase their brand as a leader in the Data and Analytics field while developing new business relationships through unparalleled speaking sessions, interactive networking events, and custom face-to-face business meetings.

  • Leveraging Data to Give Your Company a Competitive Edge
  • Transition Your Organization into a Data-Driven Culture
  • Leveraging AI to Help to Ensure that Data is a Source of Value for the Organization
  • Overcome Data and Analytics Complexity and Ambiguity to Drive Business Value
  • Building a Successful Data Governance Strategy
  • Creating an Analytically Driven Organization: Implementing an Advanced Analytics Program
  • Developing Innovative and Creative Strategies to Attract, Develop and Retain Data and Analytics Talent
  • Ensuring the Ethical Collection and Use of Data & Analytics
  • Implementing Predictive Analytics to Forecast Revenue and Improve Marketing Campaigns
  • Personalizing the Customer Experience to Yield a Higher ROI
  • Prescheduled One-to-One Meetings:
    Each participating solution provider and attendees will have pre-summit access to our matching software that allows you to completely customize your meeting agenda. The password-protected website provides the information needed to make your selections on who you want to meet with.

  • Exceptional Networking Opportunities:
    We strive to maximize your face-to-face time by providing a multitude of avenues to engage the senior executives in attendance. The agenda incorporates an off-site networking activity, networking luncheons and cocktail reception. Leverage the meeting’s intimate atmosphere to build strong personal relationships with current and future clients.

The CDAO Executive Summit is an invitation-only, exclusive event for heads of data, analytics, business intelligence, IT, artificial intelligence, data science, machine learning, deep learning, information architects and information governance from Fortune 1000 and leading enterprise organizations.


Chief Data & Analytics Officers (CDAOs)
Chief Data Officers (CDOs)
Chief Analytics Officers (CAOs)
Chief Data Scientists
Chief Data Architect
SVP/VP/Head of Data Management
SVP/VP/Head of Analytics
SVP/VP/Head of AI, BI & Machine Learning


To request your invitation today, please contact Katherine Ilagan at 212-532-9898 ext 233 or email

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      This experience was amazing. It was personal, conversational and relational. It expanded my knowledge and more importantly, my network. Laura Vostad

      POET, Dir. L&D

      What I enjoyed most was that the number of attendees was big enough to provide me a wealth of information, but small enough to allow me to network with almost everyone at the conference. I walked away with pages of notes, many new contacts and met some great vendors that we will likely do business with in the future. Shelby Pyatt

      Rayonier, VP, HR & IT

      By far, this was the most engaging, value added convening of leaders. It was the right mix of experience, learning, and networking. I absolutely enjoyed the Disney Tour and the book exchange was brilliant. The roundtables were also an added bonus. Sharahn Monk

      Worldpay, US Market Leader, Learning and Development

      Great event, very well organized with relevant speakers and potential business partners. I would recommend to anyone. Shawn Dingle

      Sonic Automotive, Senior Training Director

      OPAL is first class. It was the best Conference that I ever attended from the standpoint of speaker quality, organization, and venue. They really seem to care! John Barbieri

      Sompo International, VP, Human Resources

      I thought the whole conference was so well run and that the OPAL team did an amazing job. I would definitely love to attend another event! Tennille Boyer

      Blue Ocean Brain

      Excellent line-up of speakers Connie Keys

      Campbell Soup, Head of Culture & Learning