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Data & AI Strategy Board

Data & AI Strategy Practitioner Summit

September 2-3, 2026 | Philadelphia, PA

Agenda

Wednesday, September 2

9:45 AM

Registration, Networking, and Refreshments

10:30 AM

Welcome and Introduction

10:45 AM

Case Study

Preparing Unstructured Data for AI at Scale: Turning Complexity into Advantage


As organizations grow their AI capabilities, managing unstructured data becomes even more important, not just exploring it. Join one of our data leaders from McDonald’s, as they share how the company is building a solid foundation to effectively govern documents, text, images, and other types of data that aren’t in tables. This session will show how McDonald’s is finding the right balance between speed and innovation while making sure governance, quality, and risk are well managed. It will also cover how they define ownership and architecture to support trusted, scalable AI that delivers real business value.

11:15 AM

Break

11:20 AM

Case Study

Turning AI into measurable value: Focus, execute, and scale impact


Many organizations are investing heavily in AI, but few are seeing measurable business outcomes. Join one of our data and AI leaders from McKesson to learn how McKesson is delivering over $1B in value by focusing on a small number of high-impact priorities rather than spreading efforts too thin. Learn how starting with business problems, not technology, along with aligned incentives, simplified operating models, and clear communication, is driving adoption and results. The discussion will highlight real examples, including improvements in working capital through better forecasting and inventory decisions, and showing how AI initiatives can deliver measurable, scalable impact.

11:50 AM

Lunch Discussions

1:00 PM

Break

1:10 PM

Workshop

Making AI work across the enterprise: Redesigning data operating models, roles, and ownership


Lisa Novier, Chief Data Governance Officer at Truist

1:40 PM

Break

1:55 PM

Workshop

Deciding what NOT to build: how teams are prioritizing AI in practice


Moderator coming soon!

2:25 PM

Break

2:40 PM

Case Study

When data products stall: What’s blocking AI in practice


Priyanshu Raj, Head of Data and AI Strategy at Corebridge Financial

Many organizations invested in data products to enable reuse and self-service, but adoption often lags, and AI initiatives are now exposing the gaps. When data products aren’t trusted, well-owned, or designed for consistent reuse, teams bypass them, creating fragmentation and limiting AI scale. Join Priyanshu Raj, Head of Data and AI Strategy at Corebridge, for a behind-the-scenes look at where data product strategies are breaking down in practice and what it takes to course correct. Learn how their team is addressing adoption challenges, redefining ownership, and aligning data products more directly to AI use cases and business priorities.

3:10 PM

Networking Break

3:40 PM

Case Study

Orchestrating AI agents: Frameworks for integrating diverse AI solutions


Joe DosSantos, VP of Data & Analytics at Workday

While AI has revolutionized the management of unstructured data, it still remains complex to arrive at the right, governed answer. Solutions abound for this that cross governance tools, semantic tools, and knowledge graphs, and this is further complicated by a diverse set of AI tools to coordinate in order to solve integrated business solutions. This session, led by Joe DosSantos, VP of Data & Analytics, will explore how Workday is addressing the governance, technology, and integration approach to building meaningful AI companions.

4:10 PM

Break

4:25 PM

Panel

How much governance is too much: Balancing control and innovation in the AI era


Panelists coming soon!

4:55 PM

Adjourn

5:00 PM

Drinks Reception and Members-Only Dinner

Following our afternoon of conversations and case studies, we’ll all go out for a fantastic dinner together. It’s a perfect opportunity to connect with your fellow members before a big day of brainstorming, discussion, and collaboration.

Thursday, September 3

8:00 AM

Breakfast Discussions

The conversations over coffee and eggs at this event are often more lively than any other conference’s happy hour. You’ll want to be here bright and early (and on time).

8:50 AM

Opening Remarks

9:00 AM

Case Study

How to build a data strategy that scales AI and drives business transformation


Megan Scala and Corey Moss, VPs of Enterprise Data Office at American Express

Emerging AI opportunities, the increased complexity and scale of operational data, and rapidly evolving customer demands require a modernized data strategy to win in the market. Join VP & Head of Enterprise Data Office Megan Scala and VP of Enterprise Data Office, Program and Adoption Management Lead Corey Moss from American Express as they share how to adapt a data strategy during these transformative times. They will cover differentiators that make a data strategy stand out, how to influence business leaders to buy into data as a true strategic asset, and what it takes to make a strategy stick long-term.

9:30 AM

Break

9:45 AM

Case Study

Evolving data architecture for AI: what had to change to support scale


Speaker coming soon!

10:15 AM

Break

10:30 AM

Workshop

Rethinking metadata for AI: Navigating the shift from human to AI-driven data consumption


Joe Incorvati, VP of Enterprise Data Governance at Sallie Mae

As AI systems, agents, and automated analytics become primary consumers of data, organizations are facing a new challenge: metadata designed for human discovery is no longer sufficient. Traditional approaches to catalogs, lineage, and definitions were built to support analysts, not systems making decisions at scale. Join Joe Incorvati, VP of Enterprise Data Governance at Sallie Mae, to explore how organizations are adapting metadata strategies to support both human and machine consumption. He’ll discuss the growing tension between these models, what breaks when metadata isn’t designed for AI, and how teams are evolving ownership, standards, and architecture to ensure data remains trusted and usable across both audiences.

11:00 AM

Break

11:15 AM

Workshop

From AI experiments to enterprise capability: What actually scaled (and why)


Moderator coming soon!

11:45 AM

Lunch Discussions

12:45 PM

Break

12:55 PM

Peer Advisory Roundtables

EXAMPLE TOPICS:

  • Claude vs. ChatGPT Vs CoPilot vs. Gemini — is there a preference?
  • Change management and adoption best practice
  • Data catalog evolution and AI impact
  • Data and AI centers of excellence (COE)

1:30 PM

Peer Advisory Roundtables

EXAMPLE TOPICS:

  • Metrics and ROI
  • Modernization of data architecture
  • Semantic tool debate – Atscale, DbT, SIgma, other
  • AI governance vs. data governance

2:00 PM

Break

2:15 PM

Peer Advisory Roundtables

EXAMPLE TOPICS:

  • “Data as a product”
  • Semantics vs. knowledge graph
  • Breaking down silos to be more efficient in your organization
  • Evolution of data roles-upskilling the world of AI

2:45 PM

Adjourn

Please note: This agenda is subject to change based on speaker availability and scheduling.