The First Step in Information Management

www.firstsanfranciscopartners.com

Produced by:

CDO InterviewA Conversation with a Recovering CDO – What It’s Really Like From Someone Who Has ‘Been

There and Done That’

Monthly CDO Webinar Series

Brought to you in partnership with:

#CDOVision June 2, 2016

CDO Vision – Upcoming Webinars

CDO Vision 2016 Schedule− June 2 CDO Interview - A Conversation with a Recovering CDO− July 7 Coordinating Your Data Strategies – When Data Management Worlds Collide −August 4 Big Data Strategies – Organizational Structure and Technology

#CDOVision

First Thursday of every month at 2 PM ET Produced by DATAVERSITY, brought to you

by First San Francisco Partners

Today’s Agenda

The CDO role is still new and emerging within every industry, even those early adopters like Financial Services companies, have not hired CDO’s across the board. Having said that, there has also been quite a bit of churn amongst CDO’s. In this enlightening discussion with John Bottega, we will discuss why there has been so much turnover in the market and what is necessary to be successful as a CDO – and what is necessary for the company to make the CDO role successful.

Produced by:

#CDOVision

Brought to you in partnership with:

John LadleyPresident and Chief

Delivery OfficerFSFP

Kelle O’NealFounder & CEO

FSFP

John BottegaPrincipal, Data Management

Advisory Services, LLCSenior Advisor, Chief Data

Officer Forum, EDM Council

Questions and Discussion Topics Is the role of the CDO the same in every company? Please tell us about the different roles that

you had and how they were similar/different. What needs to exist within a company in order to make the CDO role successful? Is there a minimum organization size that would warrant a CDO? In your experience, is it recommended that Analytics be part of the responsibility of the CDO?

Why and/or why not? How do the CIO and the CDO engage? Where is the line of responsibility drawn? Should the CDO report to the CIO? If not, where in the management chain should they report? In your experience, what are some red flags to indicate that the CDO role in an organization is

set up to fail? Without naming names, can you tell us one of the most shocking and unrealistic expectations

placed upon you as a CDO? What was your biggest success in your CDO roles?

pg 4© 2015 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential

Questions and Discussion Topics Is the role of the CDO the same in every company? Please tell us about the different roles that

you had and how they were similar/different. What needs to exist within a company in order to make the CDO role successful? Is there a minimum organization size that would warrant a CDO? In your experience, is it recommended that Analytics be part of the responsibility of the CDO?

Why and/or why not? How do the CIO and the CDO engage? Where is the line of responsibility drawn? Should the CDO report to the CIO? If not, where in the management chain should they report? In your experience, what are some red flags to indicate that the CDO role in an organization is

set up to fail? Without naming names, can you tell us one of the most shocking and unrealistic expectations

placed upon you as a CDO? What was your biggest success in your CDO roles?

pg 5© 2015 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential

Questions and Discussion Topics Is the role of the CDO the same in every company? Please tell us about the different roles that

you had and how they were similar/different. What needs to exist within a company in order to make the CDO role successful? Is there a minimum organization size that would warrant a CDO? In your experience, is it recommended that Analytics be part of the responsibility of the CDO?

Why and/or why not? How do the CIO and the CDO engage? Where is the line of responsibility drawn? Should the CDO report to the CIO? If not, where in the management chain should they report? In your experience, what are some red flags to indicate that the CDO role in an organization is

set up to fail? Without naming names, can you tell us one of the most shocking and unrealistic expectations

placed upon you as a CDO? What was your biggest success in your CDO roles?

pg 6© 2015 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential

Questions and Discussion Topics Is the role of the CDO the same in every company? Please tell us about the different roles that

you had and how they were similar/different. What needs to exist within a company in order to make the CDO role successful? Is there a minimum organization size that would warrant a CDO? In your experience, is it recommended that Analytics be part of the responsibility of the CDO?

Why and/or why not? How do the CIO and the CDO engage? Where is the line of responsibility drawn? Should the CDO report to the CIO? If not, where in the management chain should they report? In your experience, what are some red flags to indicate that the CDO role in an organization is

set up to fail? Without naming names, can you tell us one of the most shocking and unrealistic expectations

placed upon you as a CDO? What was your biggest success in your CDO roles?

pg 7© 2015 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential

Questions and Discussion Topics Is the role of the CDO the same in every company? Please tell us about the different roles that

you had and how they were similar/different. What needs to exist within a company in order to make the CDO role successful? Is there a minimum organization size that would warrant a CDO? In your experience, is it recommended that Analytics be part of the responsibility of the CDO?

Why and/or why not? How do the CIO and the CDO engage? Where is the line of responsibility drawn? Should the CDO report to the CIO? If not, where in the management chain should they report? In your experience, what are some red flags to indicate that the CDO role in an organization is

set up to fail? Without naming names, can you tell us one of the most shocking and unrealistic expectations

placed upon you as a CDO? What was your biggest success in your CDO roles?

pg 8© 2015 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential

Questions and Discussion Topics Is the role of the CDO the same in every company? Please tell us about the different roles that

you had and how they were similar/different. What needs to exist within a company in order to make the CDO role successful? Is there a minimum organization size that would warrant a CDO? In your experience, is it recommended that Analytics be part of the responsibility of the CDO?

Why and/or why not? How do the CIO and the CDO engage? Where is the line of responsibility drawn? Should the CDO report to the CIO? If not, where in the management chain should they report? In your experience, what are some red flags to indicate that the CDO role in an organization is

set up to fail? Without naming names, can you tell us one of the most shocking and unrealistic expectations

placed upon you as a CDO? What was your biggest success in your CDO roles?

pg 9© 2015 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential

Questions and Discussion Topics Is the role of the CDO the same in every company? Please tell us about the different roles that

you had and how they were similar/different. What needs to exist within a company in order to make the CDO role successful? Is there a minimum organization size that would warrant a CDO? In your experience, is it recommended that Analytics be part of the responsibility of the CDO?

Why and/or why not? How do the CIO and the CDO engage? Where is the line of responsibility drawn? Should the CDO report to the CIO? If not, where in the management chain should they report? In your experience, what are some red flags to indicate that the CDO role in an organization is

set up to fail? Without naming names, can you tell us one of the most shocking and unrealistic expectations

placed upon you as a CDO? What was your biggest success in your CDO roles?

pg 10© 2015 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential

Questions and Discussion Topics Is the role of the CDO the same in every company? Please tell us about the different roles that

you had and how they were similar/different. What needs to exist within a company in order to make the CDO role successful? Is there a minimum organization size that would warrant a CDO? In your experience, is it recommended that Analytics be part of the responsibility of the CDO?

Why and/or why not? How do the CIO and the CDO engage? Where is the line of responsibility drawn? Should the CDO report to the CIO? If not, where in the management chain should they report? In your experience, what are some red flags to indicate that the CDO role in an organization is

set up to fail? Without naming names, can you tell us one of the most shocking and unrealistic expectations

placed upon you as a CDO? What was your biggest success in your CDO roles?

pg 11© 2015 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential

Questions and Discussion Topics Is the role of the CDO the same in every company? Please tell us about the different roles that

you had and how they were similar/different. What needs to exist within a company in order to make the CDO role successful? Is there a minimum organization size that would warrant a CDO? In your experience, is it recommended that Analytics be part of the responsibility of the CDO?

Why and/or why not? How do the CIO and the CDO engage? Where is the line of responsibility drawn? Should the CDO report to the CIO? If not, where in the management chain should they report? In your experience, what are some red flags to indicate that the CDO role in an organization is

set up to fail? Without naming names, can you tell us one of the most shocking and unrealistic expectations

placed upon you as a CDO? What was your biggest success in your CDO roles?

pg 12© 2015 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential

Thank you!John Ladley

john@firstsanfranciscopartners.com

Kelle O’Nealkelle@firstsanfranciscoparners.com

Next in the CDO Vision series:July 7, 2 PM ET

Coordinating Your Data Strategies – When Data Management Worlds

Collide