Council in Action
2017
July 13 Release of 2017 Benchmarking Results
July 12 EDM Council Board of Directors Meeting
July 11 Launch of Working Group on Critical Data Elements
June 29 EDM Council Member Briefing (London)
June 27-28 DCAM Applied Training (London)
June 22 EDM Council Member Briefing (Boston)
June 8 EDM Council Member Briefing (NYC)
May 30 FIBO Presentation to CFTC (Washington DC)
May 16-17 DCAM Foundations Training (London)
May 11 EDM Council Webinar with Axiom on Regulatory Compliance
May 10 Presentation at SIFMA Operations Conference (Boca Raton)
May 2 Launch of Risk Ontology Project (NYC)
April 26 Presentation to the Council of Auditors, Federal Reserve (Washington, DC)
April 24- 24 DCAM Foundations Training (New York)
April 21 DCAM Executive Training (New York)
April 20 EDM Council Board of Directors Meeting
April 17-18 DCAM Foundations Training (New York)
April 4-5 FIBO at EDW Conference (Atlanta, GA)
March 28-29 Global Standards Conference (Frankfurt)
March 14 2017 Data Management Benchmarking Survey commenced
March 6-7 Luxembourg Institute of Science and Technology - Value Modeling and Business Ontologies Conference (Luxembourg)
March 1-3 DCAM Training (Florida)
February 27 EDM Council Board of Directors Meeting
February 23 Office of Financial Research Data & Technology Subcommittee meeting
February 7-8 Best Practices Workshop (New York)
January 12-13 DCAM Assessment Workshop (London)
2016
December 13 EDM Council Webinar
December 8 Member Briefing (New York)
December 2 Presentation Directorate-General for Financial Stability and Financial Services, European Commission (Brussels)
November 30 DCAM Applied training (London)
November 29 Member Briefing (London)
November 16 Presentation TSAM (Boston)
November 14-15 DCAM Applied Training (New York)
November 10 Member Briefing (Boston)
November 7-8 DCAM Foundations Training (New York)
November 2-3 Presentations at FIMA (London)
November 1-2 DCAM Foundations Training (London)
October 25 Presentation at 3rd Annual Data Governance Conference (Stanford, CT)
October 20 EDM Council Board of Directors Meeting
October 10-14 EDM Council Roadshow Mitsubishi, Sumitomo, Mizuho, Norinchukin Bank, Mitsui Bank, Bank of Japan, Japan Financial Services Agency, Nomura Holdings (Tokyo)
October 6 Launch of Data Governance Working Group
October 6 CPMI-IOSCO Meeting on Data Harmonization
October 4-5 FIBO Roadshow (White House – National Economic Council, CFTC, SEC, Federal Reserve Board, Treasury/OFR) (Washington DC)
September 28 Data Transparency Conference (Washington DC)
September 26 EDM Council charity golf tournament (New Jersey)
September 22 CDO Dinner hosted by Element-22 (New York)
September 14 Presentation at the Transparency & Information Management Conference (Madrid)
September 9 Keynote address at the Data Governance Conference on the Principles of Data Management
July 28 Office of Financial Research Data & Technology Subcommittee meeting
July 21-22 DCAM Training (Philadelphia)
July 20 FIBO Vocabulary Training (New York)
July 14 MIT CDO IQ Conference (Boston)
July 6-7 DCAM Training (Montreal)
June 20-22 DCAM Foundations Training (Luxembourg)
June 17 EDM Council Board of Directors Meeting (New York)
June 14 FIBO & Beers (London)
June 7 Best Practices Working Group - Data Management and Information Security
May 31 Best Practices Working Group - Data Governance and Program Implementation
May 23-24 Informatica World (San Francisco)
May 26 EDM Council Member Briefing (San Francisco)
May 19 CDO Dinner (New York)
May 18 NA-FIS Conference (New York)
May 16-18 Experian Conference (Arizona)
May 12-13 DCAM Foundations Training (London)
May 11 EDM Council Member Briefing (London)
May 9-10 DCAM Foundations Training (London)
May 5 EDM Council Member Briefing (Boston)
May 2-5 Saturn Conference (San Diego)
April 29 EDM Council Member Briefing (Toronto)
April 27-28 DCAM Foundations Training (Toronto)
April 21-22 DCAM Applied Training (New York)
April 20 Best Practices Working Group - Data Management and Information Security
April 17-22 FIBO at EDW (San Diego)
April 13 FIBO & Beers (Frankfurt)
April 7-8 DCAM Foundations Training (New York)
April 5 Best Practices Working Group - Data Governance and Program Implementation
April 4-5 Microsoft Envision (New Orleans)
March 29-30 DCAM Foundations Training (San Francisco)
March 24 DIME Conference (Charlotte, NC)
March 21 -23 FIMA (Boston)
March 16 CPMI/IOSCO Meeting
March 3 EDM Council Member Briefing (New York)
March 3 EDM Council Board of Directors Meeting (New York)
February 25 Office of Financial Research Data & Technology Subcommittee meeting
February 10 CFTC - Data Harmonization Working Group (Washington, DC)
February 4 CDO Dinner (New York)
February 3 Office of Financial Research Data & Technology Subcommittee meeting
January 20 DCAM Facilitated Assessment
January 13 Enterprise Risk & Governance (New York)
2015
December 8 FIMA West (San Francisco)
December 3 EDM Council Holiday Event (NYC)
December 3 Japanese Financial Services Agency Briefing
November 18 Data Steward & Governance Keynote (Richmond, VA)
November 10 EDM Council Member Briefing (Toronto)
November 4 EDM Council Member Briefing (Boston)
November 2 EDM Council Board of Directors meeting
October 14 EDM Council Member Briefing (NYC)
November 2 EDM Council Board of Directors meeting
October 30 Global Regulatory Consortium Keynote (Dublin)
October 29 EDM Council Member Briefing (London)
October 27-28 DCAM Foundations Training (London)
October 22 Data Management University Curricula Working Meeting
October 20 EDM Council 2nd Annual Golf Tournament
October 14 EDM Council Member Briefing (NYC)
October 13 Semantic Web Conference Keynote (Bethlehem, PA)
October 8 CDO Dinner (San Francisco)
October 8 EDM Council Member Briefing (San Francisco)
October 8 EDM Council Member Briefing (San Francisco)
October 5 Office of Financial Research Data & Technology Subcommittee Meeting
September 30 D-SIB CDO Meeting
September 29 Data Governance Keynote (Jersey City)
September 15 DCAM Foundations Training (New York)
September 14 MISMO Summit (Arlington, VA)
September 10 CDO Dinner (New York)
July 30-31 – DCAM Foundations Training (New York)
July 27-28 – DCAM Foundations Training (London)
July 23 – OFR Financial Research Advisory Committee (Washington, DC)
July 22 MIT Data Quality Conference (Boston)
June 9 Presentation at the Data Transparency Coalition (DATA Act Summit)
May 21 Data Management Information Exchange (Charlotte)
May 20 North American Financial Information Summit Conference (New York)
May 14 Informatica World Conference (Las Vegas)
May 11 OFR/FRAC Sub-Committee meeting
May 8 FIBO Presentation to the GLEIF
May 7 EDM Council Member Briefing (London)
May 7 Thomson Reuters Data Management Roundtable (London)
May 6 FIBO Presentation to the Prudential Regulatory Authority (London)
April 30 EDM Council Member Briefing (Toronto)
April 28 CDO Summit Conference (San Jose)
April 24 MITRE Conference (Washington, DC)
April 23 EDM Council Board of Directors Meeting
April 21 ISO 20022 Alignment With FIBO Meeting
April 15 CDO Dinner (New York)
April 9 EDM Council Member Briefing (New York)
April 8 OFR/FRAC Sub-Committee meeting (Washington,DC)
April 1 Enterprise Data World Conference (Washington, DC)
March 30 FIMA Conference (Boston)
March 19 DAMA Conference (New York)
March 18-19 DCAM Assessor Training Session (New York)
March 11-12 MIT CDO Roundtable (Boston)
March 10 FIBO Kickoff - Interest Rate Swap Implementation
February 25-26 DCAM Workshop
February 24 Office of Financial Research/Financial Research Advisory Committee meeting (NYC)
February 2 CDO Dinner (New York)
February 1 DCAM v 1.0 released
January 30 Office of Financial Research and Financial Stability Oversight Council Annual Conference, VA
January 29 EDM Council Board of Directors Meeting
January 16 Bank of England Granular Data Event
January 13 Office of Financial Research Advisory Committee Meeting
January 12 DCAM Advisory Board Meeting (New York)
2014
December 5 Office of Financial Research Stability Conference (DC)
December 4 EDM Council Holiday Party (New York)
November 19 Presentation to Evanta CDO Executive Summit (New York)
November 17 DCAM Benchmark Workshop (New York)
November 12 Informatica Executive dinner (London)
November 12 Presentation to FIMA Europe (London)
November 10 Meeting with ECB on BCBS 239 implementation (Frankfurt)
November 5 Global Webinar - BCBS 239 and Industry Update
November 4 Presentation to Data Management Summit (New York)
October 30 CDO Dinner (New York)
October 30 The Universal Strategy: Knowledge-driven Finance, Financial Times (London)
October 29 EDM Council member briefing (Toronto)
October 16 EDM Council Board of Directors meeting
October 9 EDM Council member briefing (Boston)
October 8 Avox User Group briefing (Toronto)
October 2 EDM Council member briefing (NYC)
September 30 CDO Roundtable at Data Governance and Information Quality conference (NYC)
September 26 Meeting with Prudential Regulatory Authority on BCBS 239 (London)
September 25 EDM Council member briefing (London)
September 22 OFR Data & Technology Subcommittee meeting (NYC)
September 10 EDM Council Board of Directors meeting
September 8 EDM Council golf tournament (NJ)
September 2 BCBS Task Force Working meeting (London)
July 24 Office of Financial Research Advisory Committee meeting (NYC)
July 23 Meeting with the Federal Reserve Board on BCBS 239 implementation (NYC)
July 18 BCBS Task Force working meeting (NYC)
July 17 EDM Council Board of Directors meeting
July 10 Interview with Columbia University on LEI Implementation
June 26 FIBO Webinar on Regulation W
June 25 Data Governance in the Real World presentation at the Data Governance Conference (San Diego)
June 19 Regulation in the Age of Transparency presentation at TSAM (NYC)
June 18 Toward a Common Financial Language presentation at SIFMA Technology Conference (NYC)
June 16 EDM Council member briefing (Toronto)
June 4 Presentation at the CDO Healthcare Seminar sponsored by Knowledgent (NYC)
June 3 Meeting of the Commodity Futures Trading Commission’s Technical Advisory Committee (DC)
June 3 Presentation to Centre for the Study of Financial Innovation on FIBO (London)
May 15 Meeting of the US BCBS Task Force hosted by EY (NYC)
May 15 Presentation to Cutter Associates Buy-Side Forum on Data as Infrastructure (NYC)
May 13 CDO interactive dinner sponsored by Element-22 and Colibra (NYC)
May 9 Meeting of the UK BCBS Task Force hosted by EY (London)
May 8 Presentation to Cutter Associates Buy-Side Forum on Data as Infrastructure (London)
May 8 Meeting with the Prudential Regulatory Authority on BCBS 239 - Risk Data Aggregation (London)
May 6 Roundtable facilitation on the regulatory implications of data management sponsored by Mu-Sigma (NYC)
May 1 Meeting with the OCC on BCBS 239 - Risk Data Aggregation (DC)
April 30 Presentation to the US Department of the Army on data management and capability assessment (DC)
April 29 Data Transparency Summit and DATA Act finalization (DC)
April 17 Meeting of the Data & Technology Subcommittee of OFR’s Financial Research Advisory Committee (NYC)
April 21 Freddie Mac Data Managrment Assessment commenced
March 31 Industry Update (Webinar)
March 28 Presentation at the Big Data Summit (University of Maryland)
March 26 Keynote on The Perfect Storm for FIBO at the OMG Crossing the Semantics Chasm Conference (Reston, VA)
March 25 Presentation to FIMA on data implications of BCBS 239 (Boston)
March 24 Member Brief (Boston)
March 19 Data Management Forum with Sapient (Toronto)
March 19 Executive Roundtable Breakfast (Toronto)
March 18 Member Brief (Toronto)
March 18 Organizational Meeting with leading bank representatives (Montreal)
March 17 Presentation on Basel RDA (BCBS 239) to PRMIA (Montreal)
March 11 Presentation on Ontology and Open Data at South by Southwest (SXSW) Conference (Austin, TX)
March 5 Member Briefing (NYC)
February 28 Meeting UK BCBS Task Force
February 27 Member Briefing (London)
February 26 IBOR meeting (London)
February 25 OFR Financial Research Advisory full committee meeting
February 17 Meeting with the Prudential Regulatory Authority (London) on BCBS 239 requirements
February 13 BCBS US Task Force Meeting
February 10 Meeting of Commodity Futures Trading Commission Technical Advisory Committee on derivatives reporting
February 6 CDO Forum Dinner (with Element-22)
February 6 EDM Council Board Meeting
January 28 Presentation of FIBO operational ontology to CFTC and OFR
January 23 OFR Financial Stability Oversight Council meeting on systemic risk
January 16 BCBS US Task Force meeting
January 9 OFR Data & Technology Subcommittee meeting
January 6 Meeting with Mortgage Bankers Association on alignment of FIBO with MISMO
2013
December 11 Meeting with Institute of International Finance (IIF) on Basel RDA collaboration
December 10 Mortgage Data Standards (part 2)
December 10 OFR Data & Subcommittee Meeting
December 9 OFR Risk Subcommittee Meeting
December 6 OFR Risk Management Subcommittee Meeting
December 5 Demo of FIBO operational ontology to membership
December 2 Meeting with Investment Book of Records (IBOR) on ontology for positions
November 25 Discussion with OFR and the Federal Housing Financial Authority on mortgage data standards
November 25 Meeting with the Financial Conduct Authority on regulatory reporting and common financial language
November 20 Presentation on Data Governance in Financial Services (Ft. Lauderdale)
November 18 Presentation to Bank of England of draft ontology for regulatory reporting proof of concept (London, UK)
November 13 Presentation to Financial Stability Board’s OTC Working Group on Aggregation on FIBO and inference processing (Basel)
November 7 Board of Advisors meeting for the Data Transparency Coalition (Washington DC)
November 7 Presentation to Ontolog Forum on FIBO Transaction Semantics
November 5 OFR Financial Research Advisory Sub-Committee Meeting
November 1 EDM Council Board of Directors meeting
October 31 Presentation to CFTC on FIBO capabilities (Washington DC)
October 29 Chief Data Officers NYC meeting on Basel Risk Data Aggregation Principles (sponsored by EY)
October 17 Chief Data Officers London meeting on Basel Risk Data Aggregation Principles (sponsored by Morgan Franklin Consulting)
October 11 Presentation to the Financial Conduct Authority on data quality
October 8 OFR Financial Research Advisory Sub-Committee Meeting
October 3 EDM Council Members Briefing (London)
September 30 Coordination meeting with BIAN on FIBO
September 26 OFR Financial Research Advisory Sub-Committee Meeting
September 25 Presentation at OMG Summit on the Business Case for Financial Ontology (New Brunswick)
September 24 Keynote presentation on key principles for sustainable data governance (New York City)
September 24-25 Object Management Group Quarterly Meeting (New Brunswick, NJ)
September 23 Chief Data Officers meeting on core data elements (sponsored by Element-22 and Collibra)
September 19 EDM Council Members Briefing (New York City)
September 19 Roundtable facilitation on entity information management (sponsored by iGATE)
September 17 Presentation to OFR on FIBO and data harmonization (Washington DC)
September 16 Presentation of tutorial on FIBO (with David Newman, Wells Fargo) at International Conference on Semantic Computing (Irvine, CA)
September 12 CFTC Technical Advisory Committee meeting (Washington DC)
August 1 OFR Financial Research Advisory Committee meeting (New York City)
July 29 Presentation on data management and common financial language to FINRA (Rockville)
July 24 Meeting facilitation on entity data management (sponsored by Interactive Data Corporation)
July 17 Presentation at MIT Data Quality Summit (Boston)
July 2 Presented at the Open Ontology Repository project on the technical requirements for sharing concepts between FIBO and other ontologies.
June 26 Presentation at the LEI webinar hosted by EDMC member FactSet
June 25 Demonstration of FIBO and our derivatives ontology to the CFTC in Washington DC
June 19 Three presentations at SIFMATECH in NYC
June 14 Met with the National Science Foundation on the application of FIBO to systemic risk in Gaithersburg MD
June 4-5 Hosted the inaugural FIBO Technical Summit in San Francisco, CA
May 30 Participated in the Conference on Financial Stability jointly hosted by the OFR and Federal Reserve Bank of Cleveland in Washington DC
May 23 Facilitated roundtable sponsored by EDMC member Thomson Reuters in NYC
May 21 Presentation on EDM best practices at the Financial Information Summit in NYC
May 9 Briefing for EDMC members at CIBO’s offices in Toronto
May 8 Facilitated roundtable sponsored by EDMC member Morgan Franklin on the intersection of risk and data management in NYC
April 30 Participated in CFTC Technical Advisory Committee meeting on data alignment from multiple SDRs in Washington DC
April 11 Participant in webinar with EDM Council member Hexaware on the ROI approach to investments in reporting and data management
April 4 Presentation by Michael Atkin on the composite picture of data management at FIMA 2013
April 2 EDM Council member briefing in Boston
March 25 Visit to the Office of the Comptroller of the Currency to discuss evaluation criteria for compliance with the Basel Risk Data Aggregation Principles using the Data Management program as a core framework
March 21 EDM Council member briefing in London
March 20 CDO Roundtable meeting in London
March 19 Presentation to the staff at the Office of Financial Research (OFR) and the Commodity Futures Trading Commission (CFTC) on our operational ontology of FIBO demonstrating the intersection of interest rate swaps, credit default swaps and legal entities
March 7 Meeting of the Office of Financial Research’s Financial Research Advisory Committee Data & Technology Subcommittee in NYC
March 5 CDO Roundtable meeting in NYC
February 21 EDM Council member briefing in NYC
February 21 Moderator of the Data Management Executive Forum session hosted by EDM Council member iGATE
February 7 Initial discussions on the creation of a regional and super-regional banking constituency within the EDM Council
January 31 Presentation by the EDM Council to the Open Financial Data Group on instrument identification
January 29 OFR/FRAC Data & Technology Subcommittee meeting. Focus was on data infrastructure requirements and reporting efficiency
January 24 OFR/FRAC Risk Management Subcommittee meeting. Focus was on assessment methodologies and stress testing