Webinar

What Comes First:
Digitization or a Data Mindset?

Synopsis

The lightspeed evolution of corporate sustainability practices is causing a sea change in how information is collected and used. While it may be unclear whether the movement to digitize data and disclosures is the cause or the consequence of this change, it is clear that companies are being disrupted into adopting a data-centric approach. In exploring what digitization and data mindset are all about and how they’re connected, our panel of experts will shed some light on why both are important for corporate sustainability practitioners to embrace and how to go about it.

Panelists

Complimentary Webinar

John Bottega

President EDM Council

John Bottega is a senior data management strategist and executive with over 40 years of experience in the finance industry. Over his career, John has held various roles in supporting an organization’s data strategy and data implementation objectives. In 2006, John became one of the first Chief Data Officers in finance with his appointment as CDO at Citibank. He went on to hold the role of CDO in both the public and private sectors, serving as CDO for Bank of America, and holding the post of CDO for the Federal Reserve Bank of New York.

As the former Chief Data Officer at Bank of America, John was responsible for driving the enterprise data management strategy. This included championing the data management policy and standards, establishing and operationalizing data governance, working with technology to define the data platform, infrastructure and tool simplification, and supporting the bank’s data scientist team in their efforts to drive improved information analytics.

As the Chief Data Officer for the Federal Reserve Bank of New York (FRBNY), John worked with domestic and foreign regulators on financial sector data management and data quality. While at FRBNY, John led the effort to define and establish the LEI (Legal Entity Identifier), a global information standard for unique entity identification, key to enabling and strengthening systemic risk analysis in support of global financial stability. John also served as a Senior Advisor to the Director of the Office of Financial Research (OFR), an agency established by the Dodd-Frank Act within the US Department of the Treasury, responsible for the analysis and monitoring of industry-wide systemic risk.

Today, John is the President of the EDM Council, a non-profit professional trade association, focused on elevating the practice of data management through best practices, data standards, research and education. The EDM Council supports over 350 organizations comprised of over 20,000 members, helping them successfully advance their data programs within their firms, while creating a global network for data management community collaboration.

John has been a frequent speaker for over 20 years at industry conferences and industry symposiums. He is a former member of the US Department of the Treasury, Financial Research Advisory Committee to the Office of Financial Research; a current member of the Data Coalition Financial Transparency Act Task Force; Data Coalition Open Data Standards Task Force; CPA-Canada Data Governance Committee; WatersTechnology Advisory Board member; member of the Advisory Board of NewVantage Partners, and member of the Board of Directors of ACTUS, a non-profit association focused on the improvement of systemic risk monitoring and financial market transparency.

John Turner

CEO XBRL International

John Turner is the CEO of XBRL International, the standards development organisation behind XBRL, the business reporting specifications. XBRL works to enhance transparency and accountability in business performance by developing and promoting its global data exchange specifications in the public interest. Mr Turner has previously served as the CEO of CoreFiling, a leading XBRL vendor, led the XBRL activities of KPMG International LLP and ran the first regulatory project to utilise XBRL for data collection, leading the data collection and analysis reengineering efforts at APRA, the Australian financial regulator. He is a passionate advocate for the pragmatic use of standards to enhance reporting and with the staff of XBRL International works with the consortium’s members and leading regulators around the world to this end.

Catherine Nadeau

Senior Manager, Information Governance and Data Management
KPMG in Canada

Catherine Nadeau is Senior Manager within the Management Consulting group, where she leads the Governance and Data Management Team, an area of expertise in which she has over 15 years of experience.
She is responsible for conducting analyzes, issuing recommendations based on standards and best practices, developing and implementing governance structures, and defining data strategies, roles and responsibilities, policies, processes and metrics. Catherine also supports many organizations in their process of acquiring and implementing data management solutions, including change management, while diligently overseeing the sound management of the various projects that she and her team lead.
Known for her listening and tact, Catherine develops specific solutions that respond concretely to the needs of her clients while respecting the culture of the organization, allowing for the acceptance of the proposed changes.

Areas of expertise
Analytics and Information Management – Big data governance – Data – Data management – Data privacy – Digital-driven transformation – Information management – Information protection

Education and qualifications

  • Certificate, Digital Information Management, Université de Montréal
  • Master’s degree, History, Université du Québec à Montréal
  • Certificate, Document and Archives Management, Université du Québec à Montréal
  • Bachelor’s degree, History, Université du Québec à Montréal

Accreditation

  • Information Governance Professional (IGP)Data Management Capability
  • Assessment Model (DCAM) accreditation, EDM Council
  • Certified professional member of the AAQ
  • Canadian Government Security Clearance Level II


Community Involvement
Director appointed by the Office des professions du Québec, to the board of the Ordre des ingénieurs du Québec, since 2018

Marie-Josée Privyk

CFA, RIPC, SASB-FSA Credential holder
Chief ESG Innovation Officer at Novisto Inc.

Marie-Josée is responsible for ESG Innovation at Novisto Inc., a next generation sustainability management platform empowering companies to better manage and create value from their ESG data, reporting, and strategy. Marie-Josee draws on nearly 30 years of experience in capital markets, namely as a sell-side Financial Analyst and Head of research, as Director of Investor Relations for a publicly listed company, and as ESG Advisor to companies and investors.

Marie-Josée is a member of the Enterprise Data Management Council’s ESG Working Group and the Capitals Coalition’s Digitalization of Sustainability Data (DSD)-Lab workshop, and leader of the Quebec–SASB FSA Credential Group. She also participates in the CCLI’s Canadian Climate Governance Experts Initiative.

Marie-Josée holds a B.Com. in finance from McGill University and a certificate in Applied Communications from Université de Montréal. She is a CFA charterholder and holds the Fundamentals of Sustainability Accounting (FSA) Credential of the Sustainability Accounting Standards Board (SASB), as well as the CFA Institute’s Certificate in ESG Investing and the Responsible Investment Professional Certification (RIPC) designation from the Canadian Responsible Investment Association. She has also successfully completed the Advanced Responsible Investment Analysis course from the UN Principles for Responsible Investment’s PRI Academy.

marie-josee.privyk@novisto.com