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DAMA Day 2015

Data Privacy & Data Ethics Approaches for Data Management

March 12, 2015


Location: American Family Insurance Corporate Headquarters


8:15 to 9:00 – Registration/Breakfast/Networking

9:00 to 9:15 – WI DAMA Updates

9:15 to 9:45 – Sponsors

9:45 to 10:30 – Incorporating Privacy into your Data Management 

10:30 to 10:45 – Break

10:45 to 11:30 – Managing Your Personal Data

11:30 to 12:45 - Lunch

12:45 to 1:30 – Data Interoperability is an Ethical Issue – and Failure to Achieve It is a Betrayal to Patients

1:30 to 2:15 – Break

2:15 to 3:00 – Data Privacy & Compliance Perspective at AMFAM

3:00 to 3:15 – Wrap Up

Thank you to our sponsor!

This WI DAMA event is your opportunity to learn more about applying data privacy and data ethics practices to your data management program including best practices, methods, and successful business use cases that are achieving real business value. Learn and ask questions from the data privacy & data ethics from real world experts and practitioners.


Speaker 1: Caroline Budde, Chief Privacy Officer, Walgreens:


Topic: Incorporating Privacy into your Data Management (slides)

An effective privacy program not only reduces risk but also is a critical component of any data strategy. This presentation will explore how state, federal and international privacy laws and regulations govern the use, disclosure and protection of personal information. We will discuss recent changes in privacy regulations and recent enforcement actions.

Bio: Caroline Budde, Esq. is the Chief Privacy Officer of the Walgreens Family of Companies. In that role, she is responsible for the strategy and development of the Privacy Department at Walgreens as well as advising Walgreens business teams on privacy matters. Caroline has over a decade of experience in the privacy area as well as an extensive background in health law. Prior to joining Walgreens, Caroline was in private practice at Foley & Lardner


Speaker 2: Ashley Wilson, Co-Author of the book, “The Audacity to Spy” about personal data privacy.


Topic: Managing Your Personal Data (slides)

Ashley writes that rather than worrying about the NSA having your phone calls and emails, you should worry more about the insidious data brokers that are collecting information about you every time you log on to your laptop, use your cell phone, access an app or use your GPS. Cathy reveals ways in which your identity and personal data have been stolen and used by various sources. However, more than warning you, she will give ways in which you can limit the amount of personal data that is being snatched and then divulged to whoever has a few dollars to buy it. Can you completely cut off the flow of information about yourself? The answer is no, not completely there is too much data already out there and increasingly sophisticated ways to obtain bits and pieces. However, knowing how it is collected gives you the power to limit the information on sites over which you do have control. 

Bio: Ashley Wilson, is an Attorney practicing general law in Illinois and Wisconsin.  She is a graduate of the University of Illinois, where she studied Business Administration and Marketing; and she received her law degree from Marquette University.  While at Marquette, Ashley earned the National Sports Law Institute’s Sports Law Certificate and she is currently a licensed sports agent representing professional golfers.

Ashley is actively involved in the legal profession and the community.  She serves on the Board of the McHenry County Bar Association as the Community Outreach Chair, and is a Co-Chair on the Serve committee of the Crystal Lake Chamber Young Professional Group.  Ashley enjoys playing sports, including volleyball, softball, golf, and bowling.  She also enjoys traveling and visiting our nation’s National Parks with her family.

As an attorney, Ashley became interested in the growing threat to privacy and the lack of legal protection afforded to individuals by the government and our court system.  This concern prompted her to research personal privacy issues and existing laws, and, ultimately, she partnered with her grandmother, Cathy Nolan, to co-author, ‘The Audacity to Spy.’  


Speaker 3: Dr. Ken Goodman, PhD, FACMII, Chair of Biomedical, Ethics, University of Miami


Topic: Data Interoperability is an Ethical Issue – and Failure to Achieve It is a Betrayal to Patients (slides)

Platitudes about patient-centered care and learning health systems are hollow and nugatory if we do not do a better job making health information technology serve the needs of patients and clinicians. Meeting this obligation will require better management of IT systems whose developers are bound by precepts of both business ethics and bioethics. These precepts are often in conflict. Key steps in the path forward will be to ensure that IT, data and communication standards support full and bona fide interoperability. History will regard anything less as a cruel trick on the patients for whom we all along said we were toiling.


Bio: Kenneth W. Goodman is founder and director of the University of Miami Bioethics Program and its Pan American Bioethics Initiative and co-director of the university’s Ethics Programs, including its Business Ethics Program. The Ethics Programs have been designated a World Health Organization Collaborating Center in Ethics and Global Health Policy, one of six in the world.

Dr. Goodman is a Professor of Medicine at the University of Miami with appointments in the Department of Philosophy, Department of Health Informatics, Department of Public Health Sciences, Department of Electrical and Computer Engineering, School of Nursing and Health Studies and Department of Anesthesiology.

He is past chair of the Ethics Committee of AMIA (American Medical Informatics Association), for which organization he co-founded the Ethical, Legal and Social Issues Working Group. He is a Fellow of the American College of Medical Informatics, the only philosopher or ethicist to be elected. He is past chair of the American College of Epidemiology’s Ethics Committee.

In Florida, he directs the Florida Bioethics Network, chairs the adult ethics committee for Jackson Memorial Health System, is vice chair of the Sylvester Comprehensive Cancer Center/University of Miami Hospital and Clinics Ethics Committee and directs activities for the UHealth/University of Miami Hospital ethics unit.

He has edited a book on the Terri Schiavo case for Oxford University Press, published a book about ethics and evidence-based medicine for Cambridge University Press, co-authored a book of case studies in ethics and health computing for Springer-Verlag and co-authored another volume of case studies, in ethics in public health, for the American Public Health Association. He has also co-authored a book on artificial intelligence, edited a book on ethics and medical computing, co-edited a volume on artificial intelligence, and published and presented numerous papers in bioethics, including end-of-life care, the philosophy of science, and computing.

Speaker 4: Leslie Even, Compliance & Ethics Director, American Family Insurance Privacy Office

Topic: Data Privacy & Compliance Perspective at AMFAM (slides)

Bio: Leslie Even started her career with American Family in 2000 as an Assistant General Counsel.  She handled employment law cases on behalf of American Family.  Leslie then moved into HR in 2006 as the Strategic Staffing Director, a position she held for 3 years.  In 2009, Leslie moved into Personal Lines as the Director of Planning.  About 2 years ago (2013), Leslie returned to Corporate Legal as the Compliance and Ethics Director.  As the Compliance and Ethics Director for American Family, Leslie manages a team that is responsible for agent investigations, regulatory concerns, education and communication regarding compliance and ethics, and overall risk identification and mitigation of compliance concerns.  

Big Data & Tableau User Group (TUG)

November 13, 2014

This is a combined event. TUG Members are welcome to attend the morning for free and TUG meetings are always free for everyone. Tableau is a data visualization tool that enables insights into big data. 


8:30 to 9:00 – Breakfast & Networking

9:00 to 9:30 – WI DAMA Updates & Sponsors

9:30 to 10:45 – Making the Business Case for Big Data (slides)

10:45 to 11:00 – Break

11:00 to 12:15 – Conducting a Strategy & Assessment for Big Data (slides)

12:15 to 12:30 – Wrap Up

12:30 to 1:00 - Lunch

1:00 to 2:00 - Tableau & Hadoop Customer Story: American Family Insurance (slides)

2:00 to 3:00 - Tableau 201: Geospatial Capabilities

3:00 to 4:00 - Geospatial Workshop - bring your laptop w/ Tableau Desktop

Making the Business Case for Big Data & Conducting a Strategy & Assessment

Big Data is the “new normal”. Everybody across enterprises wants to know how to integrate this data and what are the associated infrastructure challenges and changes. The world of Big Data infrastructure changes by the day, with innovations, there are a slew of new technologies like:







Shark and Drill 

The big question is which of these technologies are needed by your organization? How do we evaluate and integrate them? How will this impact your analytics strategy?

The first half of this session will discuss the Big Data Roadmap program and how to move the enterprise to the next steps. The Roadmap will discuss a case study and how enterprises will move in this direction, architecture and establish success.

You Will Learn: 

Big data: What is it? What will it solve?

Business users and Big Data

Building the business case

The second half of the session will provide an overview of the Big Data Maturity Model and the patterns that are emerging around big data deployments. The model offers a framework for companies to understand where they are and where they still need to go on their big data deployments. It also provides guidance for companies at various stages of maturity to help them get to the next level. The session will also discuss best practices that companies are using to move from stage to stage. A great feature of the Big Data Maturity Model is the interactive assessment, which provides insight where companies stand in terms of organization, infrastructure, data management, analytics, and governance related to big data deployments.  


Krish Krishnan is a worldwide-recognized expert in the strategy, architecture, and implementation of high-performance data warehousing solutions and big data. He is a visionary data warehouse thought leader and is ranked as one of the top data warehouse consultants in the world. As an independent analyst, Krish regularly speaks at leading industry conferences and user groups. He has written prolifically in trade publications and eBooks, contributing over 150 articles, viewpoints, and case studies on big data, business intelligence, data warehousing, data warehouse appliances, and high-performance architectures. He co-authored Building the Unstructured Data Warehouse with Bill Inmon in 2011, and Morgan Kaufmann will publish his first independent writing project, Data Warehousing in the Age of Big Data, in August 2013.

With over 21 years of professional experience, Krish has solved complex solution architecture problems for global Fortune 1000 clients, and has designed and tuned some of the world’s largest data warehouses and business intelligence platforms. He is currently promoting the next generation of data warehousing, focusing on big data, semantic technologies, crowdsourcing, analytics, and platform engineering.

Krish is the president of Sixth Sense Advisors Inc., a Chicago-based company providing independent analyst, management consulting, strategy and innovation advisory and technology consulting services in big data, data warehousing, and business intelligence. He serves as a technology advisor to several companies, and is actively sought after by investors to assess startup companies in data management and associated emerging technology areas.

Building the Data Management Program Core for Your Organization

September 25, 2014

Speakers and Panelists:

9:00 to 10:00  -  Anne Marie Smith  -  Principal Consultant, Alabama Yankee Systems, LLC

Topic:  8 Steps to Successful Data Governance (click here for slides)


Description: Data and information are critical assets of any organization, and should be considered as valuable a resource as buildings, employees and products.  For a company to gain a significant competitive advantage, it must focus on managing and using its data effectively.  Data stewardship and the governance of information assets are essential parts of any relevant information systems strategy for the 21st century. 


This presentation will offer eight (8) essential steps for a successful data governance program.  The presentation will also identify ways to customize common governance and stewardship models, roles and responsibilities to reflect the unique approaches of an attendee’s organization.  It will show how data governance, as part of an enterprise data / information management program, can achieve an organization’s business goals for more effective use of their data assets.


Learning Objectives:

 - Mission and goals of data governance

 - Importance of business-driven data governance

 - Essential components of governance programs

 - Data stewardship roles in data governance models

 - Importance of data governance office to successful implementation

 - Fundamentals of implementation

 - Challenges to successful data governance – and how to overcome them


Bio:  Anne Marie Smith, Ph.D. is Principal Consultant with over 20 years of experience in enterprise information management.  She is a certified data management professional (CDMP) and is a frequent speaker and author on data management topics.

Anne Marie has consulted in areas such as: enterprise information management assessment and program development, data governance, data warehousing, business requirements gathering and analysis, metadata management, information systems planning and EIM project management.  She has taught numerous workshops and courses in her areas of expertise.

Anne Marie holds the degrees Bachelor of Arts and a Master's of Business Administration in Management Information Systems from La Salle University; she earned a Ph.D. in MIS at Northcentral University.



Numerous articles on various professional websites, including The Data Administration Newsletter, EIM, Real World Decision Support, etc...

10:10 to 11:10  -  David Marco  -  President, EWSolutions

Topic:  World-Class Meta Data Management (click here for slides)


Description: Effective meta data management is no longer an option, but an absolute requirement for corporations and government agencies looking to enable their master data management and data governance initiatives.  Companies have realized that without meta data their IT departments cannot manage their systems and their systems are not providing true value to the business end user.  Organizations are implementing managed meta data environments (MME) to provide them an enterprise meta data management solution. This practical seminar leverages the lessons learned from companies that have successfully deployed MMEs.


What You Will Learn

 - Why Meta Data Management is a Necessity

 - MME Return on Investment (ROI)

 - How to Sell a MME Project to Business Executives

 - Managed Meta Data Environment (MME)

 - Real-World MME Case Studies


Bio:  David Marco is best known as the world’s foremost authority on meta data management and the father of the Managed Meta Data Environment, he is an internationally recognized expert in the fields of master data management, data governance, big data, data warehousing and enterprise information management (EIM). In 2004 David Marco was named the “Melvil Dewey of Metadata” by Crain’s Chicago Business as he was selected to their very prestigious “Top 40 Under 40” list. He followed up this honor in 2007 by being named one of DePaul University’s “Top 14 Alumni Under 40”. In 2008 David Marco was enshrined into the very select DAMA Data Management Hall of Fame (Professional Achievement Award) which is the highest honor a data management professional can attain.


11:20 to 12:20  -  Peter Aiken, Ph.D.  -  Founding Director and Owner, Data Blueprint 

Topic:  Enriching Enterprise Data Models:  Incorporating active taxonomies (click here for slides)


Description: Effective information and systems remains an important potential competitive advantage for organizations and an important IS leadership responsibility.  Enterprise data models (EDM) are required components of any integration solution. Managing the EDM better, permits business leadership to more easily collaborate with IT to leverage an enterprise's sole, non-depletable, non-degrading, durable, strategic asset – its data!  We describe the process of enriching EDMs with active taxonomies and demonstrate the utility that these enriched enterprise data models can have both on organizational productivity and on increasing the utility of EDMs.


Bio:  Peter Aiken is acknowledged to be a top data management (DM) authority. As a practicing data consultant, author and researcher, he has been actively performing and studying DM for more than 30 years. His expertise has been sought by some of the world's most important organizations and his achievements have been recognized internationally.  He has held leadership positions and consulted with more than 75 organizations in 21 countries across numerous industries, including defense, banking, healthcare, telecommunications and manufacturing. He is a sought-after keynote speaker and author of multiple publications, including his latest the "Case for the CDO" & "Monetizing Data Management." Peter is the Founding Director of Data Blueprint, a consulting firm that helps organizations leverage data for competitive advantage and operational efficiencies.  He is also Associate Professor of Information Systems at Virginia Commonwealth University (VCU) and past President of the International Data Management Association (DAMA-I).

12:20 to 1:15  -  Lunch

1:15 to 2: 15  -  Panel Discussion

2:15 to 2:30  -  Close

Registration: click here.

John Zachman  –  Enterprise Architecture and The Zachman Framework - June 10, 2014

Hurry to register and meet the John Zachman, Chief Executive Officer of Zachman International, and originator of the Zachman Framework©.  See bio here.


Slides: click here.

A rare opportunity to hear John Zachman, the father of Enterprise Architecture and the originator of the "Framework for Enterprise Architecture".  John travels nationally and internationally, teaching and consulting, and has facilitated innumerable executive team planning sessions. As a conference speaker, John is known for motivating messages on information issues.


Enterprise Architecture tends to be misinterpreted by many in the industry.  Enterprise Architecture has everything to do with managing Enterprise complexity and Enterprise change and relates to information technology.  The Framework for Enterprise Architecture, the “Zachman Framework,” is derived from the descriptive representations that constitute architecture for any industrial object: buildings, airplanes, ocean liners, automobiles, computers, etc., etc.  “Architecture Is Architecture Is Architecture”.  The Framework defines the set of engineering design artifacts required for engineering an Enterprise for flexibility, integration, reusability, interoperability, alignment, etc. that is, it is the knowledgebase for creating, operating, managing the Enterprise and constitutes the baseline for managing Enterprise change, just as do the engineering design artifacts for anything.


You will learn about:

  • The role of IT in the Information Age Enterprise

  • Architecture: Fundamental to Enterprise Survival

  • Enterprise on Demand – (“Late Binding” the Enterprise Implementation, e.g. “click”)

  • Universal Structure of Architectural Representations

  • Definition of Enterprise Architecture

  • Ontology Versus Methodology

  • Enterprise Architecture: Solving General Management Problems


Comfort Inn and Suites DeForest

5025 County Hwy V (Exit 126 off of HWY 90/94)

DeForest, WI 53532
June 10, 2014
8:00 Registration/Breakfast

9:00 - 12:00 - Presentation
Registration:click here.


Wisconsin DAMA Big Data Day – Tuesday, March 11, 2014

November 14, 2013 - Karen Lopez

Data Modeling Contentious Issues
A highly interactive and popular session where attendees evaluate the options and best practices of common and advanced data modeling issues, such as:
        * Party/party role
        * Natural vs. surrogate keys
        * Class Models vs. Data Models
        * SOAs, Ontologies, ESBs, New TLAs and Shoe Strings
        * What is Logical? What is Physical? Why Do We Care?
        * Data Modeling for Cloud and NoSQL Databases
        * Politics vs. Customer Satisfaction
...and others.
Participants in this session will be presenting with an issue along with a range of responses or possible solutions. Participants will vote on their preferred response, and then the group as a whole will discuss the results, along with the merits of each possible response. If the specific issue has been discussed in other presentations, a summary of the responses of the other groups will be presented. The goal of this workshop is to help practitioners identify potential points of conflict in data modeling, as well as alternative approaches to resolving the issues. This presentation is targeted at experienced data modelers and assumes extensive data modeling skills.

September 19, 2013 - Profitable Analytics
American Family Insurance - Building C

6000 American Parkway

Madison, WI  53783

Members :  Free
Non Members: $30
Registration/Breakfast 8:00
Meeting 9:00 – 12:00

Slides: Data Structures for Analytics | Profitable Analytics

David Haertzen

David Haertzen is the author of The Analytical Puzzle:  Profitable Data Warehousing, Business Intelligence and Analytics.  In addition, he contributes to industry publications and blogs.  He is an acknowledged trail blazer and thinker in the fields of data warehousing, business intelligence and analytics.  He has aided a diverse set of organizations from start-ups to multinationals to utilize data for their advantage.


David is known for his engaging teaching and speaking style (look out for challenging ideas!) and is a sought after presenter at industry conferences and events.  He is a graduate of the University of Minnesota and holds an MBA from the University of St. Thomas.


To lean more about is training adn advisory services, visit his website and sign up for his Data and Analytic Insights Newsletter.  David can be contacted at .


Profitable Analytics

Analytics goes beyond traditional reporting and business intelligence.  Instead of showing what happened it shows what is likely to happen and when.  Profitable analytics, addresses questions including:

·                    Why is analytics a hot topic?

·                    What are practical examples of analytics?

·                    How can analytics reduce operations cost? Increase revenues? Reduce risk?

·                    Who is profiting from analytics?

·                    What makes analytics different from reporting and business intelligence?

·                    What training and knowledge are needed to excel in analytics?


This session includes an effective mix of presentations and interactions. The Tricks and Traps section will show you how to avoid problems and make good choices. 




Data Visualization - Wisconsin DAMA Day 2013
March 19, 2013 at 8:00 AM - 4:30 PM

Cindi Howson is the founder of BI Scorecard


Yes, You can Create An Architectural Data Model in UML 

October 2012


Product to Customer: A Fundamental Change through MDM

August 2012


Big Data and Analytics

June 2012


Agile Data Analysis

March 2012


Dama Day 2011

Recognizing and Treating "Tableitis"

Introduction to ORM Modeling

November 2011



Master Data Management (MDM)

September 2011


Microsoft BI Overview

May 2011


Workshop: Working with Techies: Better Collaboration with Developers and DBAs

May 2008


Data Privacy - The Internal Threat
March 2008


Enterprise Business Intelligence Solutions
April 2007


Managing Data For Long Retention Periods: Requirements and Challenges

October 2006


Data Modeling: Not Just for Databases Anymore
August 2006


XML: It's Impact on Data Management, Administration and Architecture 
June 2006


Data Interoperability
March 2006


Increasing ROI with Data Modeling/ERwin SIG
May 2005 


Metadata Management 2005
April 2005


Dimensional Modeling Education
March 2005