CDO Slides: A Chief Data Officer Interview
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The document outlines a webinar featuring Andrew Salesky, a Chief Data Officer, discussing the evolving role of CDOs and the critical success factors of the position. It includes a detailed agenda with various discussion topics, focusing on the challenges CDOs face, support structures necessary for success, and lessons learned from experience. The webinar is part of a series aimed at educating and engaging data officers and their organizations.
CDO Slides: A Chief Data Officer Interview
- 1. The First Step in Information Management www.firstsanfranciscopartners.com Produced by: A Chief Data Officer Interview: Andrew Salesky Critical Success Factors for a CDO Monthly CDO Webinar Series Brought to you in partnership with: #CDOVision September 1, 2016
- 2. CDO Vision – Upcoming Webinars CDO Vision 2016 Schedule − October 6 Data Governance and EIM - Take the Scary Stuff Out of Your Programs − November 3 Real World Data Strategy Success Stories − December 1 2017 Trends in Data Strategy #CDOVision First Thursday of every month at 2 PM ET Produced by DATAVERSITY, brought to you by First San Francisco Partners
- 3. Today’s Agenda Join John and Kelle as they talk to Global Data Officer, Andrew Salesky. We will continue to explore why organizations hire CDO’s and how the CDO role is still evolving. We will examine some of the critical success factors and challenges of the role. This interview will also take a deeper dive into specific activities and value generated by the CDO positions. In this webinar we will discuss: What were and are the biggest challenges? What kind of support do you get? What business strategy planning are you a part of? What can be done differently? Produced by: #CDOVision Brought to you in partnership with:
- 4. Today’s Speakers Produced by: #CDOVision Brought to you in partnership with: John Ladley President and Chief Delivery Officer FSFP Kelle O’Neal Founder & CEO FSFP Andrew Salesky Senior Vice President, Global Data Officer Charles Schwab & Co., Inc
- 5. Questions and Discussion Topics What are the top questions you believe to be critical for CDOs to consider? What are the most significant challenges in educating your C-suite peers? As the first CDO at Schwab, what are other challenges that you have experienced/overcome? Organizations differ in the scope of the CDO role. At Schwab, Business Intelligence and Analytics is a separate group. What are the challenges in having the organization structured in this way? What has worked well? How do you engage with the CIO or the IT side of the firm? Where is the line of responsibility drawn? What in your background prepared you to be successful in this role? What support structures need to exist within a company in order to make the CDO role successful? Where have you experienced the most progress and opportunity? What are two or three lessons you have learned? pg 5© 2016 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential
- 6. Questions and Discussion Topics What are the top questions you believe to be critical for CDOs to consider? What are the most significant challenges in educating your C-suite peers? As the first CDO at Schwab, what are other challenges that you have experienced/overcome? Organizations differ in the scope of the CDO role. At Schwab, Business Intelligence and Analytics is a separate group. What are the challenges in having the organization structured in this way? What has worked well? How do you engage with the CIO or the IT side of the firm? Where is the line of responsibility drawn? What in your background prepared you to be successful in this role? What support structures need to exist within a company in order to make the CDO role successful? Where have you experienced the most progress and opportunity? What are two or three lessons you have learned? pg 6© 2016 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential
- 7. Questions and Discussion Topics What are the top questions you believe to be critical for CDOs to consider? What are the most significant challenges in educating your C-suite peers? As the first CDO at Schwab, what are other challenges that you have experienced/overcome? Organizations differ in the scope of the CDO role. At Schwab, Business Intelligence and Analytics is a separate group. What are the challenges in having the organization structured in this way? What has worked well? How do you engage with the CIO or the IT side of the firm? Where is the line of responsibility drawn? What in your background prepared you to be successful in this role? What support structures need to exist within a company in order to make the CDO role successful? Where have you experienced the most progress and opportunity? What are two or three lessons you have learned? pg 7© 2016 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential
- 8. Questions and Discussion Topics What are the top questions you believe to be critical for CDOs to consider? What are the most significant challenges in educating your C-suite peers? As the first CDO at Schwab, what are other challenges that you have experienced/overcome? Organizations differ in the scope of the CDO role. At Schwab, Business Intelligence and Analytics is a separate group. What are the challenges in having the organization structured in this way? What has worked well? How do you engage with the CIO or the IT side of the firm? Where is the line of responsibility drawn? What in your background prepared you to be successful in this role? What support structures need to exist within a company in order to make the CDO role successful? Where have you experienced the most progress and opportunity? What are two or three lessons you have learned? pg 8© 2016 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential
- 9. Questions and Discussion Topics What are the top questions you believe to be critical for CDOs to consider? What are the most significant challenges in educating your C-suite peers? As the first CDO at Schwab, what are other challenges that you have experienced/overcome? Organizations differ in the scope of the CDO role. At Schwab, Business Intelligence and Analytics is a separate group. What are the challenges in having the organization structured in this way? What has worked well? How do you engage with the CIO or the IT side of the firm? Where is the line of responsibility drawn? What in your background prepared you to be successful in this role? What support structures need to exist within a company in order to make the CDO role successful? Where have you experienced the most progress and opportunity? What are two or three lessons you have learned? pg 9© 2016 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential
- 10. Questions and Discussion Topics What are the top questions you believe to be critical for CDOs to consider? What are the most significant challenges in educating your C-suite peers? As the first CDO at Schwab, what are other challenges that you have experienced/overcome? Organizations differ in the scope of the CDO role. At Schwab, Business Intelligence and Analytics is a separate group. What are the challenges in having the organization structured in this way? What has worked well? How do you engage with the CIO or the IT side of the firm? Where is the line of responsibility drawn? What in your background prepared you to be successful in this role? What support structures need to exist within a company in order to make the CDO role successful? Where have you experienced the most progress and opportunity? What are two or three lessons you have learned? pg 10© 2016 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential
- 11. Questions and Discussion Topics What are the top questions you believe to be critical for CDOs to consider? What are the most significant challenges in educating your C-suite peers? As the first CDO at Schwab, what are other challenges that you have experienced/overcome? Organizations differ in the scope of the CDO role. At Schwab, Business Intelligence and Analytics is a separate group. What are the challenges in having the organization structured in this way? What has worked well? How do you engage with the CIO or the IT side of the firm? Where is the line of responsibility drawn? What in your background prepared you to be successful in this role? What support structures need to exist within a company in order to make the CDO role successful? Where have you experienced the most progress and opportunity? What are two or three lessons you have learned? pg 11© 2016 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential
- 12. Questions and Discussion Topics What are the top questions you believe to be critical for CDOs to consider? What are the most significant challenges in educating your C-suite peers? As the first CDO at Schwab, what are other challenges that you have experienced/overcome? Organizations differ in the scope of the CDO role. At Schwab, Business Intelligence and Analytics is a separate group. What are the challenges in having the organization structured in this way? What has worked well? How do you engage with the CIO or the IT side of the firm? Where is the line of responsibility drawn? What in your background prepared you to be successful in this role? What support structures need to exist within a company in order to make the CDO role successful? Where have you experienced the most progress and opportunity? What are two or three lessons you have learned? pg 12© 2016 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential
- 13. Questions and Discussion Topics What are the top questions you believe to be critical for CDOs to consider? What are the most significant challenges in educating your C-suite peers? As the first CDO at Schwab, what are other challenges that you have experienced/overcome? Organizations differ in the scope of the CDO role. At Schwab, Business Intelligence and Analytics is a separate group. What are the challenges in having the organization structured in this way? What has worked well? How do you engage with the CIO or the IT side of the firm? Where is the line of responsibility drawn? What in your background prepared you to be successful in this role? What support structures need to exist within a company in order to make the CDO role successful? Where have you experienced the most progress and opportunity? What are two or three lessons you have learned? pg 13© 2016 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential
- 14. Thank you! John Ladley john@firstsanfranciscopartners.com Kelle O’Neal kelle@firstsanfranciscoparners.com Next in the CDO Vision series: October 6, 2 PM ET Data Governance and EIM - Take the Scary Stuff Out of Your Programs