Agenda is subject to change. All times are Eastern Standard Time.
Tuesday, October 28, 2025
| 8:00 a.m.- 6:00 p.m. | Registration and Event Information Desk |
| 9:00 a.m.- 12:00 p.m. | Pre-Conference Workshop: Leading Change: The People Dimension Effective change leadership is often the differentiator between successful efforts and failed ones. As the insurance industry moves into an AI-enabled world, adoption of proposed changes remains low. In recent 2024 surveys, CDOs and CDAOs consistently identify difficulty in changing organizational behaviors and attitudes as the greatest challenge they face. This workshop will provide well-tested and pragmatic skills that insurance data, business and IT leaders can use to successfully address this challenge. Designed for staff, managers and executives alike, it will equip participants with the essential but often neglected skills to lead or effectively in large or small change efforts. C. Lwanga Yonke Founder/ President Padouk Consulting, LLC |
| 12:00- 1:00 p.m. | Networking Lunch For Workshop Registrants |
| 1:00- 4:00 p.m. | Pre-Conference Workshop: Leading Change: The People Dimension (continued) |
| 5:00- 6:00 p.m. | Sponsor Showcase Welcome Reception All Conference Registrants Invited |
Wednesday, October 29, 2025
| 7:30 a.m.- 5:00 p.m. | Registration and Event Information Desk IDMA Designation Help Desk Sponsor Showcase |
| 7:45- 8:45 a.m. | Networking Breakfast |
| 8:45- 9:00 a.m. | Welcome Remarks |
| 9:00- 9:40 a.m. | Keynote: AI Can't Buy You a Beer Artificial intelligence is transforming insurance by streamlining underwriting, claims, and fraud detection, but it can’t replace human judgment and trust-building. This session highlights real-world examples, the need for strong data governance, and the limits of AI without human oversight. Attendees will learn how to balance innovation with ethics and relationships in the evolving workplace. Walter E. Bixby, IV, CDIM, CGEIT, PMP, CSM, FLMI Assistant Vice President, Finance Kansas City Life Insurance Company Chairman Information Security Committee |
| 9:40- 10:15 a.m. | General Session: AI in Action Transforming Underwriting, Claims and Customer Engagement with Strong Data Governance As artificial intelligence transforms insurance operations like underwriting, claims, and customer engagement, it brings increased efficiency through automation, advanced analytics, and real-time decision-making. This session will explore how AI streamlines processes such as risk assessment, fraud detection, and customer interactions using tools like machine learning, natural language processing, and predictive analytics. Central to AI’s success is strong data governance and master data management, which ensures data quality, consistency, and ethical use. The session will also examine how governance frameworks support regulatory compliance, reduce bias, and enable responsible AI deployment across the insurance value chain. Richard Pluschau Chief Information Officer Falcon Risk Services Gopika Shah Technology Officer Falcon Risk Services |
| 10:15- 10:45 a.m. | Networking Break |
| 10:45- 11:45 a.m. | Tracks: The Intersection of Data Protection, Data Governance and AI: Driving Innovation As insurance organizations embrace artificial intelligence, they face increasing challenges in protecting sensitive data while enabling broad access for innovation. This comprehensive session presents a unified approach to implementing AI-powered data protection that spans discovery, classification, and protection. Attendees will hear real-world examples on how to leverage AI to transform their data protection programs from cost centers into competitive advantages. This session goes beyond technical implementation to address the critical governance elements needed for success, including team structure, roles and responsibilities, and change management strategies. Paul Aasmundstad Director, Data Governance Ryan Specialty Conrad Wojtan Director Premium IQ Powering Operational Productivity through GenAI and Embedded Intelligence Insurance companies must embrace GenAI and Agentic AI to stay competitive and drive future success. This session explores industry challenges, key use cases across the value chain, and how GenAI and Autonomous Agents can improve productivity, efficiency, and cost management. Attendees will gain insights into embedding AI across workflows to accelerate learning, streamline operations, and position their businesses for long-term growth. Jason Long Vice President, Product Management Majesco |
| 11:45 a.m.- 1:00 p.m. | Networking Lunch |
| 1:00- 2:00 p.m. | Tracks Data Products Demystified This session will help to dispel the many myths and misconceptions about data products – which, after artificial intelligence, have been the most hyped phenomena in the world of data. This presentation will define what data products are, introduce the concept of the data product spectrum, outline the key concepts and benefits of data product management for data and analytics teams, and provide actionable recommendations on how to break free from the chaos. Malcolm Hawker Chief Data Officer Profisee Back to the Future: Impact of Climate Change Policy Revisions During this facilitated discussion, we will review the current administration’s reversal of many climate-related policies and address the potential impact on actuary’s and data manager’s role in defining the financial risks of these changes. Bill Donohue Adjunct Professor, Fox School of Business Temple University |
| 2:00- 2:15 p.m. | Networking Break |
| 2:15- 3:15 p.m. | General Session: RegTech Solutions: Innovate, Automate, and Accelerate This session will explore the background of regulatory reporting and assess its current state in the industry. As the need for timely, actionable insights grows, we'll discuss how collaboration can help standardize processes, raise awareness, and maximize the value of shared data. We will also review real-world case studies to illustrate the impact these strategies can have. Join us to discover the innovative solutions we're developing to better serve the industry on this transformative journey. Nancy Clark, CPCU, CGFM AVP Regulatory Strategy Verisk |
| 3:15- 3:45 p.m. | Networking Break |
| 3:45- 4:35 p.m. | General Session: AI Enablement and Data Governance This session will be a case study examining the need to monitor regulation, data practices, and corporate decisions to continue compliance and growth around AI. Maria Snow Executive Director, Data Resources National Council on Compensation Insurance Shani Racine Director, Data Standards & Education National Council on Compensation Insurance |
| 4:35- 4:45 p.m. | Key Takeaways from Day 2 |
| 6:15- 9:00 p.m. | Casino Night Reception & Dinner |
Thursday, October 30, 2025
| 7:30 a.m.- 1:30 p.m. | Registration and Event Information Desk |
| 8:00- 9:00 a.m. | Networking Breakfast |
| 9:00- 9:40 a.m. | Keynote: Balancing Agentic AI with Humans in-the-Loop Oversight This session will introduce attendees to Agentic Artificial Intelligence — systems capable of goal-directed behavior — and explains how it differs from traditional and generative AI. Participants will explore what it means to keep a human-in-the-loop when working with agentic systems, as opposed to allowing full autonomy. The presentation will also cover practical strategies for deploying Agentic AI in a safe, transparent, and responsible manner. Stephen Gatchell Vice President, AI & Data Strategy BigID |
| 9:40- 10:30 a.m. | General Session: Navigating Shifting Disaster Assistance: Implications for Risk Reduction, Insurance and Claims This session will discuss the transitioning disaster management and risk management environment and its potential implications for disaster recovery operations. We will explore policy shifts and funding reduction and why these matter for insurance professionals. Additionally, we will address how insurance providers may promote resilience through incentives. Anthony Mangeri, MPA, CPM, CEM Chief Operating Officer/ Principal Mangeri Group, LLC |
| 10:30- 10:45 a.m. | Networking Break |
| 10:45- 11:45 a.m. | General Session: Data Stewardship as a Foundation for Data Culture and Acumen (Literacy) This session explores a comprehensive data stewardship model that enhances data quality by clearly defining accountability across the information value chain. It will demonstrate how stewardship supports data culture and acumen while enabling artificial intelligence success. A real-world case study will highlight successful implementation and show how stewardship integrates data, people, processes, and technology. Key topics include stewardship roles, applicability to all data types — structured and unstructured, and the critical partnership between business and IT. C. Lwanga Yonke Founder/ President Padouk Consulting, LLC |
| 11:45 a.m.-12:30 p.m. | Network Lunch |
| 12:30- 1:30 p.m. | Leadership Panel: Bridging Disruption and Discipline: Data Governance in the Age of AI & Closing Remarks During this 60-minute panel discussion, our leaders will share their insights, observations, and continue the dialogue on how to navigate embracing artificial intelligence innovation and maintaining robust data management practices. Additionally, attendees will have the opportunity to submit questions to these industry leaders. Moderator: Walter E. Bixby, IV, CDIM, CGEIT, PMP, CSM, FLMI Assistant Vice President, Finance Kansas City Life Insurance Company Chairman, Information Security Committee Panelists: Paul Aasmundstad Director, Data Governance Ryan Specialty Nancy Clark, CPCU, CGFM AVP Regulatory Strategy Verisk Sandi Perillo-Simmons, CDMP, CIDM, FIDM SVP, Global Head of Data Management & Governance American Insurance Group, Inc. (AIG) |