CONFERENCE - DAY 1
TUESDAY
2 November 2004
08:00–09:00   Registration
08:00–8:45   International Association for Information and Data Quality (IAIDQ) Meeting
Larry English
09:00–09:30   Joint Chair Introduction:
Larry English, Rosemary Rock-Evans and Larry Dziedzic

09:30–10:30

 

DAMA KEYNOTE:
SECRETS OF THE AGILE ORGANIZATION
Tom DeMarco, Principal, Atlantic Systems Guild

10:30–11:00   Break & Exhibit

11:00–12:00

META DATA

Data Integration within the Media Industry
Arthur Haynes, Principal Data Architect, Siemens Business Services Media
Kirit Solanki, Senior Data Architect, Siemens Business Services Media

11:00–12:00

Information Quality

IQ Metrics and Program Strategies and Techniques
Phil Cole, Global Head of Quality – Data, Reuters
Jane Young
, Senior Quality Specialist, Reuters

11:00–12:00 DAMA
Track 1

How to Implement a Data Warehouse on a Budget
Gerry Ray, Data Consultantt, Associated Wholesale Grocers

11:00–12:00

DAMA
Track 2

Writing Good Use Cases
Terry Quatrani, UML Evangelist, IBM

11:00–12:00 DAMA
Track 3
Unstructured Data Management at the European Court of Human Rights
John Hunter, Head of IT Division, European Court of Human Rights
12:00– 13:30   Lunch & Exhibit
12:50–13:20 Perspective Session Track 1 - Similarity Systems: Data Quality Beyond the Name and Address: Ensuring Product, Inventory and Supply Chain Information Meets High Standards - Garry Moroney, CEO, Similarity Systems
12:50–13:20 Perspective Session Track 2 - QAS: Managing Data Integrity With Confidence; a Consistent Approach - Rebecca Clayton, Head of Marketing, QAS

13:30–14:30

META DATA

Metadata You Didn’t Know You Had, And Some New Uses For It
Benjamin Kahn, Principal Architect, Aon Ltd

13:30–14:30

Information Quality

Managing Addresses and Customers
Iain Patterson, IS Head of Marketing & Commercial, British Gas

13:30–14:30

DAMA
Track 1

Creating a Co-operative Single View of Customer Co-operative Financial Services
Brid Seery, Project Leader, Co-operative Financial Services
Craig Lumsden, Head of Marketing Developments - CFS Marketing, Co-operative Financial Services

13:30–14:30 DAMA
Track 2

Data Management issues During and After a Major SAP Implementation
Anthony Harris, Enterprise Data Architect, Air Products

13:30–14:30 DAMA
Track 3
EAI Versus ETL-The What, Why, When and Where
Dan Paolini, Director of Data Management Services, The State of New Jersey
14:30–14:35   Break
14:35–15:35 META DATA

Supporting Operational Metadata Information Needs at Metlife
Marie Roemer, Metlife Insurance Company

14:35–15:35 Information Quality

Information Quality in the Public Sector: Too Little Too Late?
Ian Sinclair, Information Manager, Cornwell Management Consultants

14:35–15:35 DAMA
Track 1

Customer Intelligence - Crucial for Effective Data Management Campaigns at Lloyds TSB
Duncan Painter, ClarityBlue

14:35–15:35 DAMA
Track 2

Enterprise Information Architecture in Uncertain Times – React and Adapt
Sam Lowe, Head of Architecture & Technology Strategy, glue: ltd

14:35–15:35 DAMA
Track 3
Data Model Quality – What is it?
David Hay, President, Essential Strategies
15:35–16:05   Break & Exhibit

16:05–17:05

META DATA

How We Learned NOT to Manage Meta Data
Dan Paolini, Director of Data Management Services, State of New Jersey

16:05–17:05 Information Quality

Overcoming the Challenges of Global Data
Kathy Hunter, Information Quality Principal, Harte-Hanks Europe

16:05–17:05 DAMA
Track 1

Data Management and Multi-Jurisdictional Regulations
Simon Dunford, Rolls Royce
Patrick Curry, Cornwell Management Consultants

16:05–17:05 DAMA
Track 2

The Buy Solution Secret: The Critical Role of Data Architecture and Administration in Implementing Application Packages
April Reeve, Consultant, Metro Solutions LLC

16:05–17:05 DAMA
Track 3
Foundation for Data Resource Quality
Michael Brackett, Consulting Data Architect, Data Resource Design & Remodeling
17:05–18:45   Cocktail Reception & Exhibit
17:30–18:00 Perspective Session Track 1 - Sybase: PowerDesigner®: Enterprise-Wide Modelling - Justin List, Systems Consultant, Sybase®
17:30–18:00 Perspective Session Track 2 - Tranato: Practical Steps to Improving Information Quality - Steve Tuck, Managing Consultant, Tranato
18:05–18:35 Perspective Session Track 1 - The Data Circle: The One-Stop Resource for Data Management Issues - Simon Hughes, DT/Studio Account Manager, Embarcadero; Alan Wenden, Business Development Manager, Business Data Quality; Martin Doyle, CEO, DQ Global
18:45–19:45 DAMA DAMA UK Meeting
 

Tuesday
2 November
08:00–08:45

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International Association for Information and Data Quality (IAIDQ) Meeting

This is the premier European meeting for the IAIDQ and persons interested in Information Quality/Data Quality. This meeting will describe the vision and services provided by IAIDQ and will solicit your questions, input and feedback of this premier organization.

Larry English Larry P. English
President
INFORMATION IMPACT International Inc.
 

Tuesday
2 November
09:00–09:30

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Joint Chair Introduction
Larry English Larry P. English
President
INFORMATION IMPACT International Inc.
Rosemary Rock-Evans Rosemary Rock-Evans
Consultant
RRE Associates
Larry Dziedzic Larry Dziedzic
DAMA International &
Johnson & Johnson
 

Tuesday
2 November
09:30–10:30

 

DAMA Keynote:
SECRETS OF THE AGILE ORGANIZATION


Tom DeMarco

Tom DeMarco
Principal
Atlantic Systems Guild


We live in an age of acceleration. Whatever the formula was for business success a few years ago, it won't work today. Today there needs to be more and more work crammed into less and less time. There are fewer people doing more and doing it faster in less space with less support and with tighter tolerances and higher quality requirements than ever before. So we have spent the last decade becoming ever more efficient. Now enter the need for change. In the super-accelerated corporation, meaningful change of direction is almost impossible. The very improvements that we made to go faster and cheaper have undermined our capacity to make any other kind of change. An organization that can accelerate but not change direction is like a car that can speed up but not steer. In the short run it makes lots of progress in whatever direction it happened to be going. In the long run it's just another road wreck.

Tuesday
2 November
11:00–12:00

META DATA

CASE STUDY


Data Integration within the Media Industry


Arthur Haynes

Arthur Haynes
Principal Data Architect
Siemens Business Services Media 

Kirit Solanki Kirit Solanki
Senior Data Architect
Siemens Business Services Media

The BBC, along with other media industries, is having to deal with the extraordinary impact of digital rather than tape-based production and broadcast technology. Within the BBC, BBC Technology is developing and operating a metadata strategy that both fits in with ambitions for a completely digital environment, as well as enabling the implementation of a range of projects and systems in a manner that will exploit the huge benefits that new digital media technologies can provide. This presentation will:

  • Describe the industry background and the ramifications of digital production technologies
  • Explain the approach developed and used over the last 5 years
  • Consider the consistency of the approach to an “internal semantic web”
  • Explain the move towards future enterprise architecture plans

Tuesday
2 November
11:00–12:00

Information
Quality

CASE STUDY

IQ Metrics and Program Strategies and Techniques
Phil Cole

Phil Cole
Global Head of Quality – Data
Reuters

Jane Young Jane Young
Senior Quality Specialist
Reuters

This presentation shares the experiences of Reuters in managing and deploying a suite of data quality techniques over more than 10 years. The presentation discusses deploying data quality techniques - metrics programmes, audits, process reviews, measurements, acquisitions, mergers - in a global, multinational context.

  • What techniques have been deployed, and how
  • Success and experiences of these techniques, how we’ve made them work
  • Lessons learnt

Tuesday
2 November
11:00–12:00

DAMA
Track 1

CASE STUDY

How to Implement a Data Warehouse on a Budget
Gerry Ray

Gerry Ray
Data Consultant
Associated Wholesale Grocers

This presentation will address how the value of "data" was sold at Associated Wholesale Grocers and how it was accomplished with a very small initial investment.

Topics covered include:

  • Training issues we faced with our existing staff: What was useful, what was not
  • Identifying what areas are the biggest bang-for-the-buck in your organization
  • Select the most basic part of your business to start - You'll be surprised how it can be used
  • Leveraging your own IT knowledge base: They often know more about The business than they get credit for
  • Techniques we used that were key to our success
  • What paths to avoid
  • Mistakes we made and how we dealt with them

Tuesday
2 November
11:00–12:00

DAMA
Track 2

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Writing Good Use Cases
Terry Quatrani

Terry Quatrani
UML Evangelist
IBM

A use case is a sequence of related transactions performed by an actor and the system in a dialogue. There are wide variations of opinion, depending on which book you read or who you talk to, as to what constitutes a good use case. This presentation is practical look at the key areas of use case style and writing techniques. It will highlight the style defined in the Rational Unified Process (RUP), including a discussion of the content and structure of the flow of events. In addition it will concentrate on some key areas were people usually have problems such as: how to specify user choices; showing iteration; using “if statements”; and how to show when the sequence of events is optional.

Tuesday
2 November
11:00–12:00

DAMA
Track 3

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CASE STUDY

Unstructured Data Management at the European Court of Human Rights
John Hunter

John Hunter
Head of IT Division
European Court of Human Rights

This session explains how the Court has structured its unstructured data with the use of Databases streamlining the business processes linked to Document and knowledge management systems and how they have adapted this technology to provide portal access to information about the Court (last year they had 35.5 million hits) to the Court's web site. Learn how they have started a Record's management module and introduction of bar code technology to further enhance the management of files, applications and documents sent to the Court.

 

Tuesday
2 November
13:30-14:30

META DATA

Metadata You Didn’t Know You Had, And Some New Uses For It
Benjamin Kahn

Benjamin Kahn
Principal Architect
Aon Ltd

Some types of meta data are considered as an “official” corporate asset and maintained with a metadata tool, but other types of meta data may exist unrecognised within operational systems or processes. Daily use makes the data accurate and an up-to-date reflection of real life, but concerns around location, ownership, data quality or “officialness” obstruct their reuse. In this presentation Benjamin will examine the meta data you didn’t know you had and:

  • How these layers are often stored or are simply converted to XML
  • How simple technologies can simplify their extraction, translation and combination
  • How this data significantly improves the effectiveness of fuzzy processes by providing context

The presentation will also look at 3 uses of such “found” metadata:

  • Contextual search across structured/unstructured content
  • Generating interest maps from site usage
  • Self-generating communities and virtual libraries

Tuesday
2 November
13:30-14:30

Information
Quality

CASE STUDY

Managing Addresses and Customers
Iain Patterson

Iain Patterson
IS Head of Marketing & Commercial
British Gas

In this presentation Iain describes an approach used to improve both customer matching and the management of addresses in one of the largest data warehouses in Europe. The presentation then outlines how this approach delivered significant benefit to the marketing organisation’s bottom line through better scoring of customer value, more accurate segmentation and widening the marketing pool through reduction in customer marketing suppressions.

  • Common issues and establishing the critical success factors for success
  • How Customer’s are identification and keyed – Households (based on sub premise), Household Groups (Family Units) and Individuals
  • How the business case was built and how benefits were measured

Tuesday
2 November
13:30-14:30

DAMA
Track 1

CASE STUDY

Creating a Co-operative Single View of Customer Co-operative Financial Services
Brid Seery

Brid Seery
Project Leader
Co-operative Financial Services

Craig Lumsden Craig Lumsden
Co-operative Financial Services

In summer 2002, Co-operative Bank and the Co-operative Insurance Society (CIS) merged to form Co-operative Financial Services (CFS). A project to create an Operational Single View of Customer across CFS began in 2003. It was delivered in phases. This included the merger of over seven million customer records onto one CFS Central Party Database and a provision of a single view to the Siebel platform. This presentation will describe how the vision of the single customer view was realized using existing technology from within both organizations, during a time of difficult business transition.

Delegates will gain an understanding of an architecture to create a single view with minimum disruption to multiple existing CRM systems (Siebel and bespoke) and thee practical problems encountered within an organization also trying to create a single CFS culture from two very different organizations.

Tuesday
2 November
13:30-14:30

DAMA
Track 2

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CASE STUDY

Data Management issues During and After a Major SAP Implementation
Anthony Harris

Anthony Harris
Enterprise Data Architect
Air Products

This presentation will address data management and data modeling challenges at Air Products during and after implementing SAP. There is a common fallacy that because this is 'a package implementation' and because there is a desire to use SAP 'out of the box' and minimize customization, that there is no need for any traditional 'data modeling' activity, and that data architects and data analysts are not required. Nothing could be further from the truth. SAP is highly configurable and deciding on how to configure SAP is very complex and needs many skillets. One skill set in particular is traditional data modeling. Ironically the data modeling requirements can pose more challenges with a package such as SAP than with an in-house developed system, because you need to know what effect the various configuration options will have.

Data management after SAP implementation: If SAP is being used to handle a significant portion of the business (in Air Products' case about 70%) then that makes a big difference to various data management issues, e.g.
Challenges addressed include:

  • Do we still require Operational Data Stores?
  • Do we use SAP to hold data that is not immediately required by SAP, so that SAP acts as an ODS ?
  • To what extent should you/can you implement SAP data standards in non SAP systems?
  • What is the strategy for meta-data, given that a large proportion of technical meta-data is now held in the SAP data dictionary?
  • What is the data sourcing strategy, e.g. if you need to share master data between SAP and a non SAP system?
  • What is the strategy for reporting on data that is partly in SAP Business Warehouse and partly outside?

Tuesday
2 November
13:30-14:30

DAMA
Track 3

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CASE STUDY

EAI Versus ETL-The What, Why, When and Where
Dan Paolini

Dan Paolini
Director of Data Management Services
The State of New Jersey

EAI and ETL have traditionally served different needs.
EAI: Real time individual transactions (OLTP)
ETL: Batch integration in volume (OLAP)
Real time OLAP integration requirements lead to a re-examination of these roles

Topics covered include:

  • Is there a natural intersection between these technologies?
  • If there is, where is it? And how do we take advantage of it?
  • What are the accepted definitions and roles of EAI and ETL?
  • What are the strengths and weaknesses of these technologies?
  • Are ETL and EAI competing or complementary technologies?
  • Does the need for real-time analysis eliminate the traditional, role of ETL in Data Warehousing
  • Does the ability of ETL platforms to provide right-time integration enhance the traditional role of ETL in Data Warehousing
 

Tuesday
2 November
14:35–15:35

META DATA

CASE STUDY

Supporting Operational Metadata Information Needs at Metlife
Marie Roemer

Marie Roemer
Metlife Insurance Company

This session addresses data and metadata analysis completed to support production support analysts assessing impacts of production problems, and the pivotal role that Metadata Management played in delivering their assessment facility. The integration of different sources of scheduling and application source code data provided the foundation for providing End-to-End Application Knowledge for mainframe applications. Lessons learned from differing perspectives and projects will be presented.

The attendee will learn:

  • How to elevate metadata management from a technical back office function to a business requirements-driven function;
  • Gather some real world examples and techniques for incorporating data and metadata into End-to-End Application Knowledge Management;
  • Abstracting data requirements from daily process requirements;
  • Identify process improvement opportunities as a result of the business data identification process
  • Incorporate Information Needs into the impact analysis solution development process

Marie Roemer is Metlife's first manager of Metadata Management. In this role, she leads the Metadata Management and Allfusion Repository (formerly Advantage Repository) administration efforts for both application-specific and enterprise-wide information technology projects.

Tuesday
2 November
14:35–15:35

Information
Quality

CASE STUDY

Information Quality in the Public Sector: Too Little Too Late?
Ian Sinclair

Ian Sinclair
Information Manager
Cornwell Management Consultants

There is raft of Information Management initiatives currently being driven throughout UK Government. Yet there is still little recognition of the importance of information/data quality within the Public Sector. This presentation will discuss three of the key areas:

  • Smarter Defence – The danger of sharing real time information during warfighting and how to minimize the effect of poor data on decision making
  • The Freedom of Information Act – The impact of misinformation to individuals and business, and how to avoid the risk of litigation
  • E-Business – How to ensure that data enables collaborative working between UK Government departments and industry

The presentation aims to raise awareness of the IQ issues involved with these initiatives and demonstrate why action needs to be taken now if they are to be successful. This presentation is not only relevant to those who work within the Public Sector, but anyone in industry who works with the UK Government.

Tuesday
2 November
14:35–15:35

DAMA
Track 1

CASE STUDY

Customer Intelligence - Crucial for Effective Data Management Campaigns at Lloyds TSB
Duncan Painter

Duncan Painter
ClarityBlue

Since Lloyds Bank and TSB merged in 1995, Lloyds TSB has focused on marketing its credit cards as a way of increasing customer numbers. After evaluating its DM process, Lloyds TSB decided to implement a Customer Intelligence infrastructure to speed up the campaign planning process, improve targeting, make the data selection process quicker, cheaper and easier, as well as improve data quality and record campaign history. Now, Lloyds TSB has a DM process in place, which is not only faster and more cost effective, but also provides better quality and more detailed information about the Bank's customers and prospects. All of these factors have contributed to the overall success of Lloyds TSB's credit card DM campaigns and helped the Bank improve its competitive advantage by being able to respond more quickly to market demand and increase brand awareness, as well as improve customer service considerably.

Tuesday
2 November
14:35–15:35

DAMA
Track 2

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Enterprise Information Architecture in Uncertain Times – React and Adapt
Sam Lowe

Sam Lowe
Head of Architecture & Technology Strategy
glue: ltd

Today's business and IT environments have become increasingly complex due to ever increasing rates of change and the complexity of regulatory compliance. It is difficult to design effective Enterprise Information Architectures (EIAs) that enable the business objectives, support IT strategies, whilst assisting programmes in timely delivery of quality solutions.'

Many data-related architecture initiatives in the past have not been successfully realised, where although they may have provided significant insight into the business and strategy, they have not been cognisant of the IT projects required, and pragmatic enough as to help rather than hinder other development or implementation programmes upon which their success was dependent. Compounding the problem is that data architectures have often provided a forward engineering view, whilst IT is often coping with a significant maintenance effort for legacy system landscapes.

For Enterprise Information Architectures to be successful in today's business environment the architecture needs to be explicitly defined for both new systems design & development and the management of the current portfolio of systems. They also requires close-coupled detailed frameworks for stakeholder engagement and programme governance in order to make sure that implementing the architecture is practical, and the value that is envisioned is the value that is achieved.

Tuesday
2 November
14:35–15:35

DAMA
Track 3

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Data Model Quality – What is it?
David Hay

David Hay
President
Essential Strategies

There are many different approaches and many different attitudes toward data modeling and object modeling. It is becoming clear, however, that some modelling techniques produce better data models than others. The first premise of this presentation is that the quality of a data model is directly proportional to its ability to communicate an analyst’s understanding of the nature of an enterprise to the people who run that enterprise. If it cannot do that, it is not worth the effort.

The presentation will start by presenting six principles of data model quality developed by the Shell Oil Company, and elaborate on these to describe issues of graphics and the way models are presented, including issues of the notation to use, care in creating models, and how they should be organized.

 

Tuesday
2 November
16:05–17:05

META DATA

CASE STUDY


How We Learned NOT to Manage Meta Data


Dan Paolini

Dan Paolini
Director of Data Management Services
The State of New Jersey

One significant problem in many organisations is not that meta data is not recognised, but that it is mismanaged. In this presentation, Dan will look at how you sell a meta data strategy when executives assume it is an area with nothing in common with their business. He will also look at how knowledge and content management can be connected with traditional meta data management efforts. The topics covered will include:

  • What the role of meta data in a data architecture is
  • What a reasonable scope for a meta data initiative is
  • Where you begin
  • How you overcome resistance and obtain sponsorship
  • What you should NOT do

Tuesday
2 November
16:05–17:05

Information
Quality

Overcoming the Challenges of Global Data
Kathy Hunter

Kathy Hunter
Information Quality Principal
Harte-Hanks Europe

Global information quality is a growing problem for multi-national companies and, indeed, all companies who have customers or suppliers overseas. When you realise that addresses have 130 different presentation formats, you begin to realise that it’s not just language barriers (over 5,000 of them!) that have to be overcome. Information quality on a local level isn’t easy - global data quality is a wholly different order of magnitude.

In order to meet the challenges of global data, this session will:

  • Provide an overview of global data and its inherent quality issues
  • Share the results of a recent global data quality survey of international companies
  • Offer practical solutions, via case studies, to help companies succeed in an increasingly global world

Tuesday
2 November
16:05–17:05

DAMA
Track 1

CASE STUDY

Data Management and Multi-Jurisdictional Regulations
Simon Dunford

Simon Dunford
Rolls Royce

SPatrick Curry Patrick Curry
Cornwell Management Consultants

From having little or no concern for legal and regulatory controls, organisations have seen a plethora of new rules during the last ten years that impose even more restrictions and with heavier penalties for those which fail to comply. Indeed, the ease in which organisations can share data has also given rise to new concerns about corporate liability that could result in criminal sanctions against senior managers. Whilst organisations may complain that certain national regulations are ambiguous and can even result in high profile “errors”, as outlined by the Huntley Case and the data protection regime, the situation has become ever more complicated as organisations need to share their data with overseas divisions or strategic partners which are working in different regulatory environments.

To assist international organisations understand their responsibilities on global data sharing, two approaches have been developed.

  • Firstly, to ensure a strong relationship exists between data management experts and legal associations that can help influence and develop future EU data related regulations from a user perspective.
  • Secondly, to promote Transatlantic initiatives to help develop tools acceptable to US and EU regulators that ensure full data segregation compliance, even in multi-jurisdictional environments.

Tuesday
2 November
16:05–17:05

DAMA
Track 2

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The Buy Solution Secret: The Critical Role of Data Architecture and Administration in Implementing Application Packages
April Reeve

April Reeve
Consultant
Metro Solutions LLC

Most software vendors, business managers, and many corporate technology managers, would have you think that the implementation of purchased application packages requires little or no involvement from the corporate in-house “data people” other than operationally running some jobs to build database tables, when actually quite the opposite is usually the case. Packaged software implementation poses unique challenges as well as many common to any implementation project. Implementing a purchased package effectively is not just getting the software to run as an independent island, but integrated with the rest of your environment on multiple levels including data management, security management, and technology management. What makes a packaged implementation more difficult than in-house development for the data organizations is the lack of time to understand how the package works and how that can be implemented and integrated into your environment. No one: not the vendor, not the users, and not technology management is interested in the fact that the implementation may be delayed because critical data issues have not been answered.

This presentation will discuss some of the key data issues that must be resolved on a packaged software implementation project and the role of the data organization including:

  • Security implementation and integration
  • Reference data integration
  • Transaction data integration
  • Software change control
  • Performance management

Tuesday
2 November
16:05–17:05

DAMA
Track 3

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Foundation for Data Resource Quality
Michael Brackett

Michael Brackett
Consulting Data Architect
Data Resource Design & Remodeling

Data resource quality is becoming increasingly important for every public and private sector organization, particularly as organizations are being held accountable for the quality of their data. However, there are many different perspectives of data resource quality ranging from data values and developing databases to integrating disparate data and preparing business information. There are also many perceptions about data resource quality, such as the quality of data values, the quality of managing the data resource, the quality of integrating data, the quality of data about the data resource, and the cost of data quality. This presentation steps back and takes a look at the basic foundation for overall data resource quality.

Tuesday
2 November
18:45–19:45

DAMA

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DAMA UK MEETING

A meeting of the DAMA UK Chapter will be held Tuesday evening. Members of the DAMA UK Chapter, anyone interested in becoming a member of the DAMA UK chapter, and anyone interested in learning more about DAMA may attend the meeting. David Evans, Chair of DAMA UK, DAMA UK Board members, DAMA International Board, and the DAMA International Advisory Board will be present to answer questions. You do not need to be registered for the Conference to attend the DAMA meeting, so please invite colleagues to attend.