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The benefits of successful data lineage are significant, allowing financial firms to gain a better understanding of their applications and data, switch off unnecessary systems and data feeds, save costs, and support the business with the right data at the right time. The webinar will consider the complexities of tracking data lineage for regulatory compliance and change, and provide practitioner advice on how best to win buy-in and implement solutions.

Join the webinar to find out about:

  • Requirements for data lineage
  • Winning management buy-in
  • Data management challenges
  • Emerging vendor solutions
  • Practitioner guidance


Moderator: Sarah Underwood, Editor,
A-Team Group

Mike S Smith, Head of Data Strategy, Governance & Privacy, Citi USCCM

Duncan Cooper,
Application Specialist, Bloomberg PolarLake

Simon Hankinson, Global Financial Services Market Lead, Collibra

Sue Habas, Vice President Strategic Technologies,

More About Our Speakers:

Mike S Smith
Head of Data Strategy, Governance & Privacy

Mike Smith brings over 20 years of extensive experience leading all aspects of data and information management from analytics to information security.  Specifically, engaging both business & IT to effectively govern their most critical asset – data. Mike is  Head of Data Strategy & Governance for Citi Bank’s US Consumer, Commercial & Mortgage.

Duncan Cooper
Application Specialist
Bloomberg PolarLake

Duncan has over 20 years’ experience within the financial services space. For 17 years he has focused on delivering strategic consultancy services within the Front and Middle office spaces, from a Business & Operations, Technology & Change and an Enterprise Data perspective.

In the past 10 years he has focused on the Enterprise Integration space, having redesigned the Enterprise Architecture and Integration methods for some of the largest global fund managers in the world, using Agile delivery methods and Enterprise Design standards.

He has used Agile, Scrum and XP to transform development organisations, delivering projects and programmes of work in multi-site and global delivery roles with budgets totalling multi million dollars project spend. He has worked in client sites throughout the UK, US and Europe as well as India and the Far East.

Duncan has worked with clients that have included 5 of the top 10 investment managers in the UK, as well as working with several of the top 5 global investment managers. Prior to Bloomberg, Duncan was European Lead for Investment Management in a global consultancy. Prior to that he had been responsible for technology consulting, sales and implementation at Charles River Developments in EMEA.

Simon Hankinson
Global Financial Services Market Lead

Simon is the Collibra Global Financial Services Market Lead. During his 20+ years of management consulting services experience at leading consultancies EY and PwC, Simon helped financial services institutions design and implement information and data governance processes to support internal, external, and regulatory reporting.

Sue Habas
President Strategic Technologies, Enterprise Data Intelligence Suite

Sue has over 18 years’ experience working with metadata on the buy side as a customers and the sell side as a vendor, including implementation, showcasing, and program support. She has worked to structure and drive enterprise metadata/data governance programs. Additionally, Sue has extensive support experience to sustain these initiatives within an organization. She has supported a wide range of clients, including financial, insurance, healthcare, manufacturing and e-Commerce with a general need to provide data-driven business practices. Sue is responsible for launching and guiding ASG’s Enterprise Data Intelligence solution’s superior Metadata/Data Governance technology in fresh, modern offerings that deliver excellent value for today’s challenging business demands.


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