Join John and Kelle as they talk to a Chief Data Officer (CDO). We will continue to explore why organizations hire CDO’s and how the CDO role is still evolving. We will examine some of the critical success factors and challenges of the role. This interview will also take a deeper dive into specific activities and value generated by the CDO positions. In this webinar we will discuss: •What were and are the biggest challenges? •What kind of support do you get? •What kind of business strategy planning are you a part of? •What can be done differently?

1. The First Step in Information Management
www.firstsanfranciscopartners.com
Produced by:
A Chief Data Officer Interview:
Andrew Salesky
Critical Success Factors for a CDO
Monthly CDO Webinar Series
Brought to you in partnership with:
#CDOVision
September 1, 2016

2. CDO Vision – Upcoming Webinars
 CDO Vision 2016 Schedule
− October 6
Data Governance and EIM - Take the Scary Stuff Out of Your Programs
− November 3
Real World Data Strategy Success Stories
− December 1
2017 Trends in Data Strategy
#CDOVision
 First Thursday of every month at 2 PM ET
 Produced by DATAVERSITY, brought to you
by First San Francisco Partners

3. Today’s Agenda
Join John and Kelle as they talk to Global Data Officer, Andrew Salesky. We will continue to
explore why organizations hire CDO’s and how the CDO role is still evolving. We will examine
some of the critical success factors and challenges of the role. This interview will also take a
deeper dive into specific activities and value generated by the CDO positions.
In this webinar we will discuss:
 What were and are the biggest challenges?
 What kind of support do you get?
 What business strategy planning are you a part of?
 What can be done differently?
Produced by:
#CDOVision
Brought to you in
partnership with:

4. Today’s Speakers
Produced by:
#CDOVision
Brought to you in
partnership with:
John Ladley
President and Chief
Delivery Officer
FSFP
Kelle O’Neal
Founder & CEO
FSFP
Andrew Salesky
Senior Vice President, Global
Data Officer
Charles Schwab & Co., Inc

5. Questions and Discussion Topics
 What are the top questions you believe to be critical for CDOs to consider?
 What are the most significant challenges in educating your C-suite peers?
 As the first CDO at Schwab, what are other challenges that you have
experienced/overcome?
 Organizations differ in the scope of the CDO role. At Schwab, Business Intelligence
and Analytics is a separate group. What are the challenges in having the organization
structured in this way? What has worked well?
 How do you engage with the CIO or the IT side of the firm? Where is the line of
responsibility drawn?
 What in your background prepared you to be successful in this role?
 What support structures need to exist within a company in order to make the CDO role
successful?
 Where have you experienced the most progress and opportunity?
 What are two or three lessons you have learned?
pg 5© 2016 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential

6. Questions and Discussion Topics
 What are the top questions you believe to be critical for CDOs to consider?
 What are the most significant challenges in educating your C-suite peers?
 As the first CDO at Schwab, what are other challenges that you have
experienced/overcome?
 Organizations differ in the scope of the CDO role. At Schwab, Business Intelligence
and Analytics is a separate group. What are the challenges in having the organization
structured in this way? What has worked well?
 How do you engage with the CIO or the IT side of the firm? Where is the line of
responsibility drawn?
 What in your background prepared you to be successful in this role?
 What support structures need to exist within a company in order to make the CDO role
successful?
 Where have you experienced the most progress and opportunity?
 What are two or three lessons you have learned?
pg 6© 2016 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential

7. Questions and Discussion Topics
 What are the top questions you believe to be critical for CDOs to consider?
 What are the most significant challenges in educating your C-suite peers?
 As the first CDO at Schwab, what are other challenges that you have
experienced/overcome?
 Organizations differ in the scope of the CDO role. At Schwab, Business Intelligence
and Analytics is a separate group. What are the challenges in having the organization
structured in this way? What has worked well?
 How do you engage with the CIO or the IT side of the firm? Where is the line of
responsibility drawn?
 What in your background prepared you to be successful in this role?
 What support structures need to exist within a company in order to make the CDO role
successful?
 Where have you experienced the most progress and opportunity?
 What are two or three lessons you have learned?
pg 7© 2016 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential

8. Questions and Discussion Topics
 What are the top questions you believe to be critical for CDOs to consider?
 What are the most significant challenges in educating your C-suite peers?
 As the first CDO at Schwab, what are other challenges that you have
experienced/overcome?
 Organizations differ in the scope of the CDO role. At Schwab, Business Intelligence
and Analytics is a separate group. What are the challenges in having the organization
structured in this way? What has worked well?
 How do you engage with the CIO or the IT side of the firm? Where is the line of
responsibility drawn?
 What in your background prepared you to be successful in this role?
 What support structures need to exist within a company in order to make the CDO role
successful?
 Where have you experienced the most progress and opportunity?
 What are two or three lessons you have learned?
pg 8© 2016 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential

9. Questions and Discussion Topics
 What are the top questions you believe to be critical for CDOs to consider?
 What are the most significant challenges in educating your C-suite peers?
 As the first CDO at Schwab, what are other challenges that you have
experienced/overcome?
 Organizations differ in the scope of the CDO role. At Schwab, Business Intelligence
and Analytics is a separate group. What are the challenges in having the organization
structured in this way? What has worked well?
 How do you engage with the CIO or the IT side of the firm? Where is the line of
responsibility drawn?
 What in your background prepared you to be successful in this role?
 What support structures need to exist within a company in order to make the CDO role
successful?
 Where have you experienced the most progress and opportunity?
 What are two or three lessons you have learned?
pg 9© 2016 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential

10. Questions and Discussion Topics
 What are the top questions you believe to be critical for CDOs to consider?
 What are the most significant challenges in educating your C-suite peers?
 As the first CDO at Schwab, what are other challenges that you have
experienced/overcome?
 Organizations differ in the scope of the CDO role. At Schwab, Business Intelligence
and Analytics is a separate group. What are the challenges in having the organization
structured in this way? What has worked well?
 How do you engage with the CIO or the IT side of the firm? Where is the line of
responsibility drawn?
 What in your background prepared you to be successful in this role?
 What support structures need to exist within a company in order to make the CDO role
successful?
 Where have you experienced the most progress and opportunity?
 What are two or three lessons you have learned?
pg 10© 2016 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential

11. Questions and Discussion Topics
 What are the top questions you believe to be critical for CDOs to consider?
 What are the most significant challenges in educating your C-suite peers?
 As the first CDO at Schwab, what are other challenges that you have
experienced/overcome?
 Organizations differ in the scope of the CDO role. At Schwab, Business Intelligence
and Analytics is a separate group. What are the challenges in having the organization
structured in this way? What has worked well?
 How do you engage with the CIO or the IT side of the firm? Where is the line of
responsibility drawn?
 What in your background prepared you to be successful in this role?
 What support structures need to exist within a company in order to make the CDO role
successful?
 Where have you experienced the most progress and opportunity?
 What are two or three lessons you have learned?
pg 11© 2016 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential

12. Questions and Discussion Topics
 What are the top questions you believe to be critical for CDOs to consider?
 What are the most significant challenges in educating your C-suite peers?
 As the first CDO at Schwab, what are other challenges that you have
experienced/overcome?
 Organizations differ in the scope of the CDO role. At Schwab, Business Intelligence
and Analytics is a separate group. What are the challenges in having the organization
structured in this way? What has worked well?
 How do you engage with the CIO or the IT side of the firm? Where is the line of
responsibility drawn?
 What in your background prepared you to be successful in this role?
 What support structures need to exist within a company in order to make the CDO role
successful?
 Where have you experienced the most progress and opportunity?
 What are two or three lessons you have learned?
pg 12© 2016 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential

13. Questions and Discussion Topics
 What are the top questions you believe to be critical for CDOs to consider?
 What are the most significant challenges in educating your C-suite peers?
 As the first CDO at Schwab, what are other challenges that you have
experienced/overcome?
 Organizations differ in the scope of the CDO role. At Schwab, Business Intelligence
and Analytics is a separate group. What are the challenges in having the organization
structured in this way? What has worked well?
 How do you engage with the CIO or the IT side of the firm? Where is the line of
responsibility drawn?
 What in your background prepared you to be successful in this role?
 What support structures need to exist within a company in order to make the CDO role
successful?
 Where have you experienced the most progress and opportunity?
 What are two or three lessons you have learned?
pg 13© 2016 First San Francisco Partners www.firstsanfranciscopartners.com Proprietary and Confidential

14. Thank you!
John Ladley
john@firstsanfranciscopartners.com
Kelle O’Neal
kelle@firstsanfranciscoparners.com
Next in the CDO Vision series:
October 6, 2 PM ET
Data Governance and EIM - Take the
Scary Stuff Out of Your Programs