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Presentations

This page contains presentations given by the EDM Council and our member firms on matters that affect the industry as a whole. Presentations are listed in order, most recent first.


2016

Member Update (December 2016)
December 2015: EDM Council presentation to members in NYC. including 3-year plan, FIBO Vocabulary and adoption, plus DCAM 2.0 and working groups.
09 December 2016 - 6.67MB
Member Update (March 2016)
March 2016: EDM Council presentation to members in NYC. Including overview of FIBO Interest Rate Swap PoC, approaches to data unification, blockchain and applications, and a full update on the EDM Council agenda
11 March 2016 - 8.43MB

2015

Member Update & Benchmarking (October 2015)
EDM Council presentation to members on the results of the industry-wide benchmarking study, a full update on the progress of DCAM and FIBO as well as a review of the global regulatory environment.
15 October 2015 - 10.11MB
Driving Strategies and Realizing Business Value with a Robust Data Governance Program
Presentation given at Informatica World 2015
27 May 2015 - 2.13MB
Member Update (April 2015)
Council update to members (New York). Covering the implications of BCBS239 and the progress made in FIBO and DCAM
31 August 2015 - 8.32MB
Industry Briefing, Webinar (May 2015)
An update on the progress of DCAM and FIBO as well as a review of the key principles of BCBS239. Presentation given as a webinar to the industry as a whole
11 May 2015 - 5.91MB
Data Management Best Practices in Finance
Presentation given by John Bottega at MIT CDO Symposium
23 July 2015 - 9.87MB
Best Practice Approach to Data Management
Presentation by John Bottega at CDO Summit (April 2015)
28 April 2015 - 5.84MB

2014

Mindset of the CDO for Regulatory Compliance
Presentation by John Bottega at Evanta CDO Summit in New York
19 November 2014 - 3.65MB
Member Update (March 2016)
A snapshot of all that is underway in Enterprise Data Management. Presented as a webinar
31 March 2014 - 4.39MB
Industry Briefing, Webinar (October 2014)
An update on the state of data management within the financial industry including a review of the regional RDA/BCBS 239 roundtable discussions (held throughout September/October)
05 November 2014 - 7.97MB
Member Briefing - Abridged (March 2014)
Shortened presentation identifying the recent developments in enterprise data management. Presented at Boston member update.
24 March 2014 - 2.11MB
Member Update (October 2014)
Council update to members covering; the Data Management Capability Model (DCAM) and how we are aligning it to the best practices agenda for the Council; our discussions with global regulators and what is required to support both scenario-based and linked-risk analysis; and the the progress that has been made for the Financial Industry Business Ontology (FIBO).
29 October 2014 - 7.94MB
Regulatory Update (March 2014)
Update provided for PRMIA in Montreal
17 March 2014 - 3.98MB
Member Update (July 2014)
A round-up of developments affecting enterprise data management.
01 July 2014 - 5.46MB
Glossary of Acronyms
This links directly with the March 2014 members brief slides
03 March 2014 - 601.53KB
Formal Remarks on the Concept of 'Data as Infrastructure'
Presentation narration that focuses on the three critical standards developments (SGML, HTML and RDF/OWL) that are at the core of knowledge management and critical for financial organizations.
13 May 2014 - 64.04KB
Member Briefing (March 2014)
A round-up of developments affecting enterprise data management. Presentation given to members in New York.
02 March 2014 - 4.15MB

2013

Member Briefing (Dec 2013)
A round up of the latest developments in enterprise data management, presented in Toronto.
16 December 2013 - 4.56MB
Industry Briefing, Webinar (Jun 2013)
Identifying the actions affecting data management and the implications for financial institutions and their suppliers. Presentation given as a webinar to the industry as a whole
11 June 2013 - 4.28MB
Member Briefing, London (Oct 2013)
A presentation given at the Data Management Summit in London on the developments in this industry
03 October 2013 - 7.62MB
Industry Briefing, FIMA (Apr 2013)
The Composite Picture of Data Management. Presentation given at FIMA North America
04 April 2013 - 1.90MB
Notes: Guiding Principles for Sustainable Data Governance
Dialogue notes from Keynote speech presented at Data Governance Financial Services Conference, New York, September 24, 2013.
24 September 2013 - 92.02KB
Member Briefing, London (Mar 2013)
Identifying the recent developments in enterprise data management. Presented at London member briefing.
21 March 2013 - 2.04MB
Keynote Presentation: Guiding Principles for Sustainable Data Governance
Presented at Data Governance Financial Services Conference, New York, September 24, 2013.
24 September 2013 - 2.37MB
Member Briefing, NYC (Feb 2013)
Identifying the recent developments in enterprise data management. Presented at New York member briefing.
21 February 2013 - 320.57KB
Member Briefing (Sep 2013)
A round-up of developments affecting enterprise data management. Presentation given to members in New York.
19 September 2013 - 7.62MB

2012

Aligning Business Objectives to Data Management
Dr. Walid el Abed, guest speaker at New York Member briefing
25 July 2012 - 2.98MB
Member Briefing, London (May 2012)
Identifying the recent developments in enterprise data management. Presented at London member briefing (Updated version)
02 May 2012 - 3.41MB
Member Briefing, NYC (Jul 2012)
Identifying the recent developments in enterprise data management. Presented at New York member briefing.
25 July 2012 - 1.99MB
US Treasury: The Financial Crisis Response
A series of charts on the impact of the combined actions of the Treasury, the Federal Reserve, and the Federal Deposit Insurance Corporation on the US economy following the financial crisis.
30 April 2012 - 6.12MB
Member Briefing, Boston (Jul 2012)
Identifying the recent developments in enterprise data management. Presented at Boston member briefing.
13 July 2012 - 1.10MB
Global Industry Benchmarking Presentation 2012
Results and findings of the 2012 industry benchmarking survey
16 April 2012 - 2.34MB
Member Briefing, Toronto (Jun 2012)
Identifying the recent developments in enterprise data management. Presented at Toronto member briefing.
28 June 2012 - 2.16MB
Data Quality Working Meeting
Presentation to guide the discussion on the new Data Quality activities
29 March 2012 - 160.44KB
FIBO for Risk
Presentation by David Newman (Wells Fargo) and Mike Bennett (EDM Council) at the Semantic Technology and Business Conference
05 June 2012 - 1.65MB
Member Briefing, NYC (Mar 2012)
Identifying the recent developments in enterprise data management. Presented at New York member briefing.
14 March 2012 - 1.91MB
Operational Semantics
Presentation prepared by David Newman on the operational implementation of FIBO.
01 June 2012 - 1.55MB
Industry Briefing, Webinar (Feb 2012)
Identifying the actions affecting data management and the implications for financial institutions and their suppliers. Presentation given as a webinar to the industry as a whole
23 February 2012 - 1.91MB
FATCA Implications
EDM Council member Amy Harkins, BNY Mellon, prepared this overview of FATCA implications and requirements for a recent conference.
22 May 2012 - 407.19KB
Industry Briefing, Informatica Conference (Jan 2012)
Current status of regulatory reform and Council projects presented at Informatica Conference
15 January 2012 - 164.89KB
Data Management for Investment Management Companies
Presented at TSAM New York: Identifying the primary legislative activities from a data perspective
16 May 2012 - 1.27MB

2011

CFTC Semantics Working Group
Presentation to the CFTC’s Data Standardization Subcommittee by our working group on semantics
13 December 2011 - 3.22MB
Improving Financial Data : A Public Sector Perspective
Presentation by Lew Alexander Financial Stability Advisor, NY Fed to EDM Council members
07 September 2011 - 48.27KB
Keynote Presentation
by Mike Atkin at the CUSIP Global Summit, NYC
27 October 2011 - 142.07KB
The Building Blocks of Enterprise Data Management
A presentation given by Mike Atkin at MIT Information Quality Industry Symposium
13 July 2011 - 505.23KB
ECB IT Forum
a presentation by Mike Atkin at the European Central Bank IT Forum, Frankfurt
27 September 2011 - 184.71KB
Member Briefing: June 2011
A presentation by Mike Atkin to EDM Council members identifying the latest developments in regulatory change and the progress of Council activities
09 June 2011 - 608.05KB
European Legislative and Regulatory Update
Presentation by Barbara Ridpath, CEO, International Centre for Financial Regulation at EDM Council meeting in London
15 September 2011 - 1.43MB
Member Briefing: March 2011
Presentation given by Mike Atkin to update the industry on the status of activities associated to data and risk management
31 March 2011 - 730.43KB
Member Briefing (NYC)
Presentation for members on the status of industry activity and Council initiatives
07 September 2011 - 847.45KB
Building the Global Data Infrastructure
An update on data standards in relation to internal data management challenges.
07 February 2011 - 139.37KB

2010

Assessing the Changes in Systemic Risk Management
Presentation given by Mike Atkin at FIMA London 2010
18 November 2010 - 136.47KB
Excerpt of recent presentation on Global Regulatory Activities  
16 July 2010 - 99.26KB
State of Data and Risk Management in the Financial Industry
Presentation given to Global Investment Technology Leadership Roundtable
10 November 2010 - 115.34KB
Building Blocks of Data Management
A short presentation given to MIT Information Quality Industry Symposium on the background to regulatory change
14 July 2010 - 90.33KB
Member Briefing: October 2010
Presentation for members on the status of industry activity and Council initiatives.
14 October 2010 - 1000.12KB
Davis Polk Analysis (Slides): Dodd-Frank Regulatory Reform Legislation
Presentation of analysis by Davis Polk on the Dodd-Frank regulatory reform legislation
09 July 2010 - 670.52KB
Member Briefing: September 2010
Presentation for members on the status of industry activity and Council initiatives.
22 September 2010 - 990.56KB
Semantic Technology Conference 2010
A presentation given by Mike Bennett
23 June 2010 - 1.22MB
Semantics Repository Presentation
Presented by Mike Bennett at National Science Foundation Conference
21 July 2010 - 175.16KB
Member Briefing: June 2010 (New York)  
18 June 2010 - 608.42KB
National Science Foundation Conference
Knowledge Representation & Information Management for Financial Risk Management. A presentation by Mike Atkin
21 July 2010 - 95.50KB
Regulatory Data Workshop
Presentation by Mike Atkin on industry initiatives and status
10 June 2010 - 167.77KB
Framework for Systemic Risk Monitoring
A presentation given by Mike Atkin to Pew Economic Policy Group
20 July 2010 - 146.99KB
Member Briefing: May 2010  
19 May 2010 - 514.82KB
Windows in Financial Services
Discussion outline developed as basis for interactive roundtable at the Windows in Financial Service Forum
19 July 2010 - 27.01KB
ECB: Reference Data Utility
Presentation by Francis Gross of the European Central Bank on the "reference data utility" concept
20 March 2010 - 506.63KB
The New Age of Data Management
Discussion outline developed as basis for interactive roundtable at the Lakefront Data Conference
18 July 2010 - 27.43KB
Member Briefing: March 2010
Latest presentation to brief EDM Council members on activities associated with data management. Heavy emphasis on regulatory activities in the US and Europe
10 March 2010 - 1.69MB
Servicing the Profit Center
Discussion outline developed as basis for interactive roundtable at the North American Financial Information Summit.
18 July 2010 - 30.08KB
Supply Chain Management for Reference Data
A presentation given by Mike Atkin at TSAM London 2010
09 March 2010 - 258.17KB
FIMA Data Management Conference: October 2007 (London)
EDM Council presentation on supply chain management
18 July 2010 - 427.11KB
Members Briefing: February 2010 (New York)  
25 February 2010 - 1.44MB
Latest presentation to brief EDM Council members on activities associated with data management
Latest Presentation to brief EDM Council members on activities associated with data management
16 July 2010 - 702.58KB

2009

Industry Update
Presentation by Mike Atkin at ISITC Industry Forum
07 December 2009 - 537.88KB
When "Who's Who" Is Not Enough: Counterparty Data in the Spotlight
Presentation given by Martijn Groot, Asset Control
12 March 2009 - 231.92KB
Member Briefing: November 2009
Updated version of the slides we've been using to brief our members on the status of activities
29 October 2009 - 283.02KB
Managing Risk and Promoting Transparency in Turbulent Times (text version)
Text of keynote presentation by Michael Atkin to TSAM on the need to 'Get the Data Foundation Right'
04 March 2009 - 145.25KB
EDM Council Activity Summary
A modified presentation by staff to the EDM Council's Board of Directors. It provides a summary of the current state of activity and initiatives.
15 July 2009 - 198.96KB
Managing Risk and Promoting Transparency in Turbulent Times
Presentation by Michael Atkin to TSAM on the need to 'Get the Data Foundation Right'
04 March 2009 - 109.77KB
Member Briefing: June 2009 (New York)  
17 June 2009 - 371.92KB
The Need for Semantics Repositories
Keynote speech by Michael Atkin to the IBM Data Governance Council on the Future of Risk Measurement and Reporting
27 February 2009 - 53.88KB
ECB : Reference Data Utility
Presentation by Francis Gross, of the European Central Bank on the concept for a Reference Data Utility
03 April 2009 - 725.50KB
Enabling Improved Regulation and Lowering Systemic Risk
Presentation to the European Central Bank, BaFin and the Commission of European Securities Regulators on the critical importance of standard attribute tags and business entry identifiers.
22 January 2009 - 169.15KB
Industry Update: April 2009
Presentation by Mike Atkin to SIFMA Corporate Actions Division
01 April 2009 - 74.10KB
Data Quality Variance Metrics
Presentation highlighting the findings of the data quality assessment
06 January 2009 - 188.79KB
EDM: The Road Map Ahead
Keynote speech by Mike Atkin at FIMA identifying what we have learned and how we need to prepare for the future.
18 March 2009 - 110.52KB

2008

Cutter Associates Technology Council
The devil is in the data. a presentation given by Mike Atkin
03 December 2008 - 121.98KB
General Meeting: June 2008 (London)  
25 June 2008 - 182.70KB
Presentation given to FSA: Enabling Improved Regulation and Lowering Systemic Risk  
14 November 2008 - 251.50KB
General Meeting: May 2008 (New York)  
20 May 2008 - 2.65MB
Slide notes: FIMA Conference: November 2008 (London)
Text of presentation given by Mike Atkin at the FIMA 2008 conference in London
12 November 2008 - 112.02KB
SIFMA Operations Conference
EDM Council presentation on identification of instruments, entities and data attributes
05 May 2008 - 157.81KB
SEC Presentation on Data Risk
Slides used as guideline for discussion with the SEC Office of Risk Assessment
29 October 2008 - 76.18KB
General Meeting: March 2008 (London)  
19 March 2008 - 547.29KB
Data Policy and the Secure Enterprise
Presentation notes from Will Gibson at the Institutional Investor Conference on Data Management highlighting the importance of establishing and implementing a comprehensive data policy within financial institutions
25 September 2008 - 65.58KB
General Meeting: February 2008 (New York)
February 20 2008, New York
21 February 2008 - 653.73KB
EDM Council General Meeting: September 2008 (New York)  
09 September 2008 - 527.49KB
EDM Council Meeeting with SEC on Interactive Data
The Council has been invited to brief the Securities & Exchange Commission on the status of legal entity identification and data attribute tagging. This is a copy of our presentation given on January 16, 2008
15 January 2008 - 159.56KB
BEI and Operational Risk Presentation for FIMA: July 2008 (New York)
Presentation by EDM Council on the relationship between BEI and operational risk for the FIMA Entity Data Management Conference
18 July 2008 - 151.45KB

2007

Slide Explanations for Michael Atkin's presentations
Michael Atkin (EDM Council) and John Bottega (Citi) were invited to brief the US Department of Defense on the benefits and challenges of EDM.
15 November 2007 - 61.78KB
Business Case for Data Manangement  
16 July 2007 - 10.96KB
US Army Enterprise Solutions: Presentation by Michael Atkin
Michael Atkin (EDM Council) and John Bottega (Citi) were invited to brief the US Department of Defense on the benefits and challenges of EDM.
15 November 2007 - 175.21KB
Marcus Evans Conference (June 2007)  
09 July 2007 - 261.00KB
US Army Enterprise Solutions: Presentation by John Bottega
Michael Atkin (EDM Council) and John Bottega (Citi) were invited to brief the US Department of Defense on the benefits and challenges of EDM.
15 November 2007 - 777.56KB
Marcus Evans Conference: Building the Infrastructure for EDM  
26 June 2007 - 216.51KB
FIMA Conference: November 2007 (Expanatory Text)  
07 November 2007 - 27.67KB
Standards for Enterprise Data Management
Presentation given at Standard & Poor’s Reference Data Management and Market Regulation Conference
22 May 2007 - 147.53KB
FIMA Conference: November 2007 (London)  
07 November 2007 - 716.50KB
General Meeting: April 2007 (London)
Slides used to guide the interactive discussions during the EDMC General Meeting
19 April 2007 - 332.63KB
FIMA Data Management Conference: November 2011 (slide explanations)
EDM Council presentation on supply chain management
05 November 2007 - 55.35KB
Discussion Slides: Metrics Working Group  
11 April 2007 - 777.26KB
S&P Data Management Forum
Presentation given by Mike Atkin at the Standard & Poor’s data forum on the state of enterprise data management.
18 October 2007 - 100.95KB
Impact of Poor Quality Data on the Business Process
A presentation given by Sean Taylor (UBS) on the reputational, operational and financial impact of poor quality data on the business process
27 March 2007 - 1.10MB
S&P Data Management Forum (Explanatory Text)  
18 October 2007 - 88.00KB
FIMA Conference: March 2007 (New York)
Taking data management to the next level
14 March 2007 - 191.23KB
General Meeting: October 2007 (New York)
11 October, 2007 New York
09 October 2007 - 325.48KB
FIMA Conference: March 2007 (New York)
Presentation given at FIMA 2007 outlining current state of affairs in Data Management and EDM Council agenda
14 March 2007 - 191.23KB
FIMA Conference: October 2007 (London)  
09 October 2007 - 616.00KB
Assessing the State of Data Management within the Finance Industry
Presentation by John Bottega, Chief Data Officer, Citigroup Markets & Banking delivered at the FIMA conference
14 March 2007 - 812.39KB
What is COG
An overview of COG
26 September 2007 - 608.93KB
Daiwa Securities SMBC Case Study
This case study of the Daiwa Securities SMBC Europe represents a clear illustration of the classic business case for an infrastructure-driven implementation approach for EDM.
05 March 2007 - 29.57KB
Overview of COG  
25 September 2007 - 1.11MB
General Meeting: February 2007 (New York)
Slides used to guide the interactive roundtable during the EDMC General Meeting
15 February 2007 - 285.53KB
General Meeting: September 2007 (London)  
24 September 2007 - 197.61KB
EDM Success Story – Mellon Financial
This case study is a profile of the vendor management program at Mellon Financial and focuses on the benefits of centralized contract management and the advantages of working with data vendors as long-term strategic partners.
02 January 2007 - 24.82KB
Barings Asset Management Case Study
This profile of BAM examines the process for implementing an internal operational control framework to better manage fiduciary obligations and risk.
06 September 2007 - 15.55KB

2006

FIMA Conference: November 2006 (London) (Explanatory text
Text of the presentation given by Michael Atkin (Managing Director) at FIMA 2006
27 December 2006 - 124.19KB
Sustainable Business Circle
Staff thoughts on relationship between EDM and internal business drivers
01 May 2006 - 224.76KB
Operational Risk and Reference Data
Presentation by Allan Grody at Financial Management Association European Conference
22 December 2006 - 62.63KB
General Meeting, March 2006
Presentation from First London General Meeting of EDM Council
22 March 2006 - 81.34KB
General Meeting: February 2006 (New York)  
22 December 2006 - 240.75KB
How to Get Reference Data to the Top of the Senior Management Agenda
Presentation by Michael Atkin at FIMA
05 March 2006 - 131.34KB
General Meeting: September 2006 (London)
Supporting material for the EDMC General Meeting
22 December 2006 - 259.99KB
Members Brief: February 2006 (New York)  
16 February 2006 - 113.34KB
Executive Advisory Board: October 2006
Presentation on the status of EDM Council activities
31 October 2006 - 736.60KB
Business Case Working Group:February 2006
Status of Research. A Presentation by David Gertler (IBM)
16 February 2006 - 240.75KB
General Meeting: September 2006 (New York)
Supporting material for the EDMC General Meeting
21 September 2006 - 298.34KB
Implementation Working Group: February 2006
Status of Progress. A presentation by Ari Marcus (BearingPoint)
16 February 2006 - 113.34KB
S&P Reference Data Conference: September 2006
Presentation by Michael Atkin to S&P reference data conference
13 September 2006 - 376.22KB
General Meeting: February 2006 (New York)
Presentation by Michael Atkin
16 February 2006 - 92.51KB
EDM Council: Result of Research
Presentation for EDMC General Meeting in Toronto
20 June 2006 - 239.54KB

2005

Inaugural Advisory Meeting
Presentation to initiate the EDM Council
16 June 2005 - 204.22KB
The Case for Standards
Initial Council thoughts for standards requirements
01 June 2005 - 137.47KB