DGIQ-W24: Case Study: The Evolution and Practical Application of Data Governance at a $200B Financial Institution

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Follow First Citizens Bank through their journey standing up a data governance infrastructure. Learn about mistakes, success stories, and how they view the next phase of their evolution as a data-centric organization. This is a practical discussion of how theory meets reality in the world of budget constraints, regulatory pressure, and sporadic organizational support. It is not THE answer to standing up a data governance infrastructure; it is one bank’s real-world experience.

This case study will include:

  • Sequencing through the scale of data architecture and governance over a 5 year period as the organization grew from $35B to $200B in assets
  • Principles driving success through lessons learned along the journey
  • Experiences and perspectives in both centralized and federated operating models
  • Establishing accountabilities across the data lifecycle
  • Developing a customized maturity model and progressive target state objectives 

Speaker: Brian Paull

Brian Paull has 25 years of experience in a variety of roles within financial services, consistently intersecting data, process, and technology. His experience spans process re-engineering and optimization, platform/systems product leadership, and enterprise data management, working in both large and mid-size financial institutions. In his current role as Chief Data and Analytics Officer with First Citizens, Brian leads Enterprise Data Management, Data Governance, and Modeling and Analytics teams overseeing the data strategy, infrastructure, governance, and predictive analytics to utilize data as an asset for First Citizens.

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