The importance of data standards and global identifiers continues to be emphasised by both capital markets participants and their regulators. But how much progress is actually being made in developing and implementing standards that will improve data quality for better business decisions, provide regulators with a clearer view of systemic risk, and ensure more stable markets? This webinar will review the state of play on data standards and global identifiers such as the LEI, ISIN, CUSIP and CFI code, consider the challenges of extending standardisation, and discuss the broad potential of an industry that adopts data standards to the greatest possible extent. It will also offer guidance on how your organisation can implement data standards and global identifiers not only to fulfill regulatory requirements, but also to drive down costs, drive up data quality and deliver business opportunities. Register for the webinar to find out more about: -Progress on data standards and global identifiers -Challenges to ongoing development and deployment -Regulatory and business use cases of standard data -The potential of widespread adoption across industry -How your organisation could benefit from data standards

1. Welcome to A-Team Group’s webinar
An update on data standards and
global identifiers

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3. A recording of this webinar can be found at:
https://a-teaminsight.com/webinars/an-update-on-
data-standards-and-global-identifiers/?brand=dmi

4. Moderator:
Sarah Underwood, Editor, A-Team Group

5. Panel Member: Dawd Haque, Global Lead for Regulatory
Market Initiatives, Transformation and Strategy, Deutsche
Bank
Areas of Expertise:
• Complex derivative structuring, pricing and processing
• Financial regulation interpretation for investment
banking
• Extraterritorial regulation interpretation and impact
analysis for investment banking
• Investment banking advocate with regulators, trade
associations, peers and clients
• Financial Industry standards for investment banking

6. Panel Member: Emma Kalliomaki, Managing Director,
Association of National Numbering Agencies (ANNA)
and the Derivatives Service Bureau (DSB)
Areas of Expertise:
• An active proponent of international standards, such
as the ISIN, CFI and LEI, over the past decade
• Participation in the revision and development of
financial services ISO standards, including serving as
convenor of the ISO CFI working group
• Recent focus on the DSB, which launched in October
2017 to facilitate the provision of ISINs and associated
reference data for OTC derivatives

7. Panel Member: Roger Fahy, Vice President and Chief
Operating Officer, CUSIP Global Services
Areas of Expertise:
• CUSIP Global Services is the largest National
Numbering Agency responsible for the assignment
of the ISIN, CUSIP and CFIs for the US, Canada and
30 other markets
• A member of the ISO study group tasked with
creating appropriate ISIN assignment rules for OTC
derivatives as required by MiFID II
• Co-chair of the ISITC Regulatory Forum, a group
focused on increasing the industry’s understanding
of new regulations

8. The status and progress of global data standards and identifiers
Challenges of developing and deploying standards on a global basis
What does progress of the Legal Entity Identifier say about standards?
How to build a global framework of data standards and identifiers
 Problems encountered by firms when implementing data standards
Benefits and beneficiaries of increased global data standardisation
Potential risks of not advancing data standards and identifiers
Guidance for data practitioners working in the standards space
Talking Points

9. Status and planned progress of global data standards
and identifiers

10. Key use cases of data standards and global identifiers
in regulatory compliance and business processes

11. Challenges of ongoing development and deployment
of data standards and identifiers on a global basis

12. What does the progress of the Legal Entity Identifier
(LEI) tell us about standards?

13. Building a framework of global data standards and
identifiers that would be maintained for the use of all
market participants

14. Problems firms encounter when implementing data
standards and identifiers, and how they can be resolved

15. Potential benefits of an increase in data standardisation
or a global framework of data standards – and which
organisations would be the main beneficiaries

16. With standards in place, how could firms continue to
manage data to differentiate and compete?

17. Potential risks of not advancing global data standards

18. Advice for data management practitioners working
with data standards and global identifiers

19. Thank you to our sponsor
roger.fahy@cusip.com

22. Upcoming A-Team Group Webinars
Visit webinar section of
DataManagementInsight.com
11th April – Buy-side, how to get data management right in investment
management, insurance and pension funds
6th June - FRTB: Laying the groundwork for 2022 compliance
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