Cal Rosen Email & Phone Number

• Digital, Data & Analytics transformation leader, innovator, evangelist, pathfinder, and visionary with hands-on business and technology expertise that runs 5 miles deep with surgical precision (what, why, how and who) in capturing data (data consolidation, business processes, customers & channels), caring for data (data governance, metadata & quality management), exploiting data (cloud-based analytics & insights), and turning insights into action (the moment of truth).

Regina, Saskatchewan, Ca

• Executive leader for data & analytics transformation across both SGI and SGI Canada business units.• From a standing start with a blank canvas, in less than 24 months, conceived, authored, socialized (from the CEO, EVP leadership team, and every LoB down), mobilized, and led an end-to-end data and analytics transformation/modernization program (3 workstreams, 23 inter-related road-mapped initiatives, $XX MM). • Conceived, authored and mobilized a custom data and analytics transformation program addressing data & analytics vision/strategy and roadmap, Azure cloud data platform & architecture build (Daily & NRT), Data Office TOM structure/roles/JDs & RACI, DM operational processes, detailed OCM & data literacy program (including creating highly detailed training materials), business self-serve reporting & analytics TOM, Reporting & analytics proofs-of-concept, advanced analytics (AI/ML) innovation sandbox, analytic model governance model, data gov org model and data stewardship operating model, data visualization standards, end-to-end data management (CDEs, Metadata, DQ, Issue Management) and a multi-stage custom test strategy.• Defined and mobilized the operating model and business processes for the nascent Data Office, authored every JD, and conducted numerous executive and staff interviews in building and extending the team from 20 generalists to >45 defined and focused FTEs in two divisions with plans to grow to 50+. In parallel, led all program initiatives with multiple program consulting partner teams that peaked at >50 resources.

Toronto, Ontario, Ca

• Part data strategist & adviser for innovating our business, part data management leader for re-vitalizing our organizational data culture, part data evangelist for maximizing business value and facilitating creativity, part technologist & solution development leader for data, tools, capabilities, analytics and AI/ML Azure cloud-based solutions.• Conceived, authored and mobilized an advanced multi-work stream data and analytics program from a blank page based on an innovative and field-proven, self-authored data strategy & framework methodology that includes a progressive data governance/stewardship operating model, metadata (from business glossary to data lineage), data quality & data issue management, privacy by design, information architecture, technical cloud architecture, analysis consumption and advanced analytics tools/capabilities.

Toronto, Ontario, Ca

• Defined, authored and mobilized a business-centric hybrid global Data Strategy for the nascent Data Office.• Initiated and led global business, analytics and technology team collaboration in delivering innovative and creative hybrid prem/cloud-centric analytics.• Defined and mobilized Scotiabank's International Data Governance & Data Management Program.• Defined and managed Bank-wide global BI & Analytics data demand, data enablement and analytics consolidation (Hadoop and Google Cloud Platform) for all Canadian and International consumers.• Defined and led Scotiabank’s global Change Management strategy and culture change for data.• Member of the AML/ATF executive steering committee with broad exposure to OSFI/FINTRAC reporting and compliance, risks, and issues.• Member of the AI/Advanced Analytics program global steering committee and the Bank-wide Data Transformation program advisory committee.• Significant contribution in developing, authoring and rolling out the Enterprise Data Policy and Standards.

• Executive consulting leader delivering Data & Analytics programs for Global Insurance and Wealth provider, and REIT clients that resulted in organization-wide impact at scale. • Successfully designed and delivered enterprise-wide data & analytics projects that consistently earned high praise, commendation and repeat business for significant, measurable and impactful contributions.• Developed an envious legacy and a proven track record of successful delivery by applying extensive subject matter depth and expertise combined with creativity, vision, innovation and insight to help business process, org design/change management and technology programs perform and realize the 'art-of-the-possible' for both Data & Analytics. • Effectively drew upon extensive and broad experience from across North America in multi-year, end-to-end (and all points in between) programs/projects.

Toronto, Ontario, Ca

• Conceived, defined, developed, published, instantiated and evolved TD's inaugural Enterprise Data Management program across TD. • Formally recognized by the CDO as being instrumental in establishing direction through authoring the majority of the Bank’s Enterprise Data Strategy (per a review by Gartner Group Consulting, “…forward looking, sound and addresses the full breadth of capabilities”), developing and communicating the roadmap, and implementing innovative data capability growth programs across the entire TD Bank Group. • Authored and established the vision, plans, and specifications that drove the Enterprise Data Management program.• Evaluated, selected/developed, and rolled-out enterprise tools and business processes for DQ, Metadata, Data Issue & Change, and Adherence.• Active in the development of the Enterprise Data Policy and Standards, Data and Analytics Maturity Model and the Policy Adherence program.

Toronto, Ontario, Ca

• TD's first-ever Global DG and DQ Corporate Group Vice President, (and Data Office co-executive lead) in bringing TD's first Data Office to life (the first Data Office in Canada's Financial Sector). • Defined, authored, and rolled out TD's inaugural international Data Governance (DG) and Data Quality (DQ) program and operating model across the Bank (44 lines of business). The first formal bank-wide Data Governance (DG) and Data Quality (DQ) program ever in Canada's Financial Sector.• Defined, developed, led the implementation and in-flight oversight as the Bank Group's Chief Data Office primary Executive & Thought Leader for Data Innovation, Enterprise Data Technology Solutions, Data Governance & Data Quality (DQ) frameworks, toolkits, operating models, business processes, procedures, and on-boarding/training. • Provided execution leadership, support, guidance and solution roll-out for all lines of business/functions, emerging Big Data/Hadoop solutions and key enterprise Risk and Regulatory (with significant contributions to Dodd-Frank CCAR) program adoption across the entire TD Bank Group. • Shaped the Bank's future Analytics direction through participation in the enterprise-wide Analytics Advisory Council.

Gb

• Conceived, designed and led a year-long Cross-channel Customer Journey Advanced Analytics program for TD Bank. PwC's first Financial Industry analytics project in Canada.• Defined and delivered leading edge client-commended engagements for IM, BI and Analytics in Banking, Healthcare, Retail and Gaming.• Authored the Firm's Information Management and Business Intelligence & Analytics “points of view” white papers, authored and led PwC University data & analytics training programs.• Defined PwC's Information Management and BI & Analytics go-to-market strategies & services roadmap while significantly growing the Consulting Practice to 20+ Consultants.

• Provided multiple clients in Banking, Retail, Prov Gov't, Federal Gov't, Natural Resources, and CPG with a comprehensive D&A Strategy and Execution for making BI, Big Data, Information Management, Advanced Analytics and CRM successful and sustainable in large organizations. • Combined knowledge and insight with a deep library of client-proven field tested tools, capabilities and differentiators (across people, process, technology and data) results in a comprehensive and executable “program playbook” to ensure that the business derives and sustains maximum effectiveness and value.

Paris, France, Fr

• Led teams in multiple clients in Banking, Telco, Energy & Utilities, and Transportation in building out sustainable BI, Big Data, Information Management, Advanced Analytics and CRM. • National Practice Leader for Information Management and Business Intelligence achieving the Firm's highest practice utilization in 2003 while significantly growing the Consulting Practice to 20+ Consultants.

Gb

• National Practice leader for Relationship and Database Marketing delivering numerous leading-edge data and analytics projects across North America. • Member of PwC's Consulting Canadian CRM solutions practice leadership team and developed into the National Practice leader for CRM Customer Analytics, and CRM business processes and technology solutions.