How to Solve Data Management Isuses for both the Private and Public Sectors.pptx

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paul young cpa, cga

Here is my look at data management

Economy & Finance

How to Solve Data Management
issues for both the Private and
Public Sectors
Pre-Sales Consultant Paul Young CPA CGA
April 18, 2023

Paul Young - Bio
• CPA, CGA (1996)
• Academia (PF1, FA4, FN2, MU1. and
MS2)
• SME – Customer Success Management
• SME – Risk Management
• SME – Close, Consolidate and Reporting
• SME – Public Policy
• SME – Emerging Technology
• SME – Business Process Change
• SME – Financial Solutions
• SME – Macro/Micro Indicators
• SME – Supply Chain Management
• SME – Data, AI, Security, and Platform
• SME – Internal Controls and Auditing
Contact information email: paul.young@actionkpi.com
LinkedIn: https://www.linkedin.com/in/paul-young-055632b/
SlideShare - https://www.slideshare.net/paulyoungcga
Twitter: https://twitter.com/paulyoungcpa
YouTube - https://www.youtube.com/user/youngercga1968/videos

Agenda
• What is Data Management
• Challenges with Data Management
• CFO and Data Management
• Master Data Management leaders
• What is Data Fabric
• CFO challenges with Data Fabric
• IBM solutions for data fabric
• Video on Data Fabric
• System of Record
• Data Management as part of Data and AI solutions

2023 Challenges with Data Management
5
1. Challenge in Maintaining Consistency of Data
2. Security Data
3. Data democratization

CFO Challenges with Data
Fabric
9
– Poor Data Quality
– Difficulties in accessing the data
– Data spread across multiple systems
– Too much data
– Different view of the data
– Data virtualization

Solutions
10
– Cloudpak for Data - https://dataplatform.cloud.ibm.com/docs/content/wsj/getting-started/use-case-
overview.html
– Cloudpak for data as a service - https://dataplatform.cloud.ibm.com/docs/content/wsj/getting-
started/overview-cpdaas.html

System of Record
12
– Key to working with both public and private sectors is understanding the system of record
Businesses use systems of record for maintaining important information. A system of record
may help a company operate more efficiently and avoid errors.
– Any system of record goes through additional audits from both internal and external audits.
– Here is my work on Internal Audit and Audit Analytics -
https://ibm.box.com/s/oxnm4cs1tqp3vio9oju1klw04k19bbq5
– Any data management solutions will need to have proper audit controls over the data

Data and AI
13
– Streamlining the regulatory filing process
– ESG Reporting – https://www.slideshare.net/paulyoungcga/introductory-to-esg-and-
sustainability-reportingpptx-257454069
– Reporting challenges – https://www.slideshare.net/paulyoungcga/top-reporting-
challenges-facing-both-the-private-and-public-sectorpptx
– Both the private and public sector continue to face challenges with their close,
consolidate, and reporting cycles.
– My work on the close, consolidation, and reporting process -
https://www.slideshare.net/paulyoungcga/close-consolidate-and-reporting-cyclepptx-256864692

Summary
14
– Securing and accessing data on a timely fashion to make business decisions will continue to be a
focus point for the public and private sectors
– Regulatory burden of net zero and other reporting challenges will continue to drive how best to
manage structure and unstructured data
– Solutions that can be easily deployed that secured data in affordable way will drive business
decisions by the public and private sectors
– Integration data science as part of working with data from different sources will drive intelligence
planning and forecasting

Any additional questions and/or concerns, then reached
out to following:
Paul.Young@ca.ibm.com

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How to fix the Governance model for Government (Public Sector).pptx

paul young cpa, cga

Blog – Stock Market Analysis for the Week-Ending June 23 2023 Stocks fell on Friday, with all major averages ending the week lower as investors come to terms with the prospect of more interest-rate hikes ahead from the Federal Reserve. The S&P 500 (^GSPC) dropped 0.76%, while the Dow Jones Industrial Average (^DJI) slipped 218 points, or 0.64%. The tech-heavy Nasdaq Composite (^IXIC) led the declines, falling 1.01%. The Nasdaq had its first weekly loss in the last eight, while the S&P 500 snapped a five-week win streak. Fed Chair Jerome Powell doubled down on his view on Thursday that more rate increases are needed to temper inflation, joining a global chorus of hawkish central banks. That's revived some worries about the potential hit to economies, though Treasury Secretary Janet Yellen said she now sees a lower risk of US recession. But a red-hot reading in a key gauge of Japanese inflation has underlined the pressures on policymakers. Source - https://finance.yahoo.com/news/stock-market-news-live-updates-today-june-23-2023-094710905.html Additional links and sources: Lithium - https://foreignpolicy.com/2023/06/23/chile-boric-lithium-strategy-minerals-industry-green-energy-batteries/ or https://www.autonews.com/suppliers/lithium-suppliers-sound-alarm-about-meeting-future-ev-demand Oil Production - https://oilprice.com/Energy/Energy-General/US-Oil-Drilling-Slow-Down-Continues.html Natural Gas - https://www.bloomberg.com/news/articles/2023-06-24/oil-giants-from-shell-to-chevron-say-gas-here-to-stay-for-green-transition#xj4y7vzkg Lumber - https://www.lesprom.com/en/news/Sawmill_industry_globally_faces_challenging_markets_in_coming_years_108349/ Cobalt vs nickel - https://www.theglobeandmail.com/investing/markets/indices/DOWI/pressreleases/17971142/forget-cobalt-this-metal-is-the-investment-for-the-ev-and-green-revolutions/ Critical metals - https://www.reuters.com/business/autos-transportation/ev-batteries-lithium-iron-phosphate-narrows-gap-with-nickel-cobalt-2023-06-22/ Water - https://www.dupont.com/water/ Food Production - https://www.fooddive.com/news/five-emerging-technologies-set-to-transform-the-global-food-system/653680/ Geopolitical risks and threats - https://www.geopoliticalmonitor.com/ Inflation - https://seekingalpha.com/article/4613395-with-the-global-economy-growing-at-a-moderate-pace-inflation-will-gradually-subside Debt - https://euobserver.com/green-economy/157183 Supply chain - https://www.capgemini.com/ca-en/insights/research-library/how-greater-intelligence-could-supercharge-supply-chains/ PMI - https://seekingalpha.com/article/4613403-flash-pmi-data-june-signal-cooler-global-price-trends-amid-mounting-growth-risks ESG - https://www.responsible-investor.com/in-the-loop-standards-shareholder-proposal-overload-and-cage-fights/

Stock Market Analysis and Commentary for WE June 23 2023.pptx

paul young cpa, cga

Workforce Planning and Employment Analysis.pptx

paul young cpa, cga

Blog – Durable Goods and Capital Spending – USA and the World – May 2023 Summary: A report released by the Commerce Department on Friday unexpectedly showed a continued surge in new orders for U.S. manufactured durable goods in the month of April. The Commerce Department said durable goods orders jumped by 1.1 percent in April after spiking by 3.3 percent in March. The continued increase surprised economists, who had expected durable goods orders to slump by 1.0 percent. Orders for transportation equipment led the way higher once again, shooting up by 3.7 percent in April after soaring by 9.9 percent in March. Excluding orders for transportation equipment, durable goods orders dipped by 0.2 percent in April after rising by 0.3 percent in March. Economists had expected ex-transportation orders to edge down by 0.1 percent. Source - https://www.nasdaq.com/articles/u.s.-durable-goods-orders-unexpectedly-jump-1.1-in-april Additional sources/links: Capital spending outlook - https://ca.sports.yahoo.com/news/strong-corporate-earnings-helping-us-003840096.html ESG - https://www.grantthornton.com/events-and-webcasts/esg/2023/06-06-impacts-to-us-entities-and-how-to-prepare Drones and AI - https://ts2.space/en/autonomous-drones-how-ai-is-shaping-the-future-of-unmanned-flight/ or https://www.einnews.com/pr_news/635419313/global-drone-inspection-and-monitoring-market-to-grow-at-rate-of-15-8-through-2030 Infrastructure spending – https://www.bworldonline.com/top-stories/2023/05/26/524969/infrastructure-spending-declines-by-16-5-in-march/ Storm surge mitigation - https://www.ktbs.com/weather/hurricane-tracker/construction-to-begin-on-long-term-project-to-prevent-storm-surge-and-help-coastal-parishes/article_fbd541fe-fb9e-11ed-ad82-c32a504c8175.html Power Grid - https://www.reuters.com/business/energy/siemens-energy-plans-us-power-grids-push-tap-into-ira-boost-2023-05-25/ IT spending - https://www.gartner.com/en/newsroom/press-releases/2023-05-24-gartner-forecasts-worldwide-government-it-spending-to-grow-8-percent-in-2023 Asset performance - https://tech.einnews.com/pr_news/635120886/asset-performance-management-market-driven-by-need-for-predictive-maintenance-solutions-reaching-usd-7-52-bn-by-2027 Optimization - https://quandarycg.com/how-to-cut-costs-while-increasing-efficiency-in-your-business/

Durable Goods and Capital Spending - United States and the World - April 2023...

paul young cpa, cga

Bottom Line: Although capital investment took a breather at the end of last year, a separate report showed business equipment rebounded 0.8% a.r. in Q4 following a 2.3% decline in the prior quarter. But, with rates set to rise as the Federal Reserve readies for liftoff, we could see a cap in equipment spending this year. Source - https://economics.bmo.com/en/publications/detail/e0297758-a7d5-451f-a0ab-596088ff5cbd/ 1. Durable Goods – https://www.marketwatch.com/story/u-s-durables-goods-orders-drop-sharply-in-december-11643290791 2. Consumer spending - https://ca.movies.yahoo.com/rpt-big-u-banks-spending-110000206.html 3. Bitcoins - https://qz.com/2118130/the-crypto-selloff-wiped-7-billion-off-corporate-balance-sheets/ 4. Corporate cash holding - https://www.investors.com/etfs-and-funds/sectors/sp500-companies-stockpile-1-trillion-cash-investors-want-it/ 5. FDI - https://www.fdiintelligence.com/article/80608 6. Wealth - https://www.outlookindia.com/business/how-china-s-real-economy-beats-india-in-wealth-creation--news-47808 7. USA Fed - https://www.morganstanley.com/ideas/thoughts-on-the-market-wilson 8. Capital outlook - https://www2.deloitte.com/cn/en/pages/financial-services/articles/financial-services-industry-outlooks-2022/pr-banking-industry-outlook.html 9. GDP Growth - https://www.reuters.com/markets/us/imf-cuts-growth-forecasts-us-china-world-omicron-spreads-2022-01-25/ 10. Spending outlook - https://www.bnnbloomberg.ca/u-s-economy-on-track-for-solid-start-to-2022-as-spending-holds-1.1697338

Durable Goods and Capital Spending| USA and the World| December 2021

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The monthly increase in durable goods orders was $4.3 billion and was largely driven by transportation equipment. The advance in January was the eighth increase in the last nine months. The core durable goods section, which excludes the volatile transportation sector, also beat expectations, rising 0.7% versus the expected increase of 0.4%. Excluding defense, new orders advanced 1.6%. The government’s durables report covers items with an expected life of at least three years, such as kitchen appliances, computers, furniture, autos and airplanes. Economists carefully watch the data for any changes as a sign of where the economy might be heading. Source - https://www.kitco.com/news/2022-02-25/U-S-durable-goods-beat-expectations-in-January-gold-price-trades-under-1-900.html Source - 1. Capital spending - https://www.forexlive.com/news/australian-private-capital-expenditure-capex-headline-11-qq-vs-expected-26-20220224/ 2. BC Budget - https://businessexaminer.ca/victoria-articles/item/budget-a-missed-opportunity-to-improve-british-columbians-standard-of-living/ 3. Infrastructure funding - https://washingtontechnology.com/companies/2022/02/how-parsons-watching-potential-infrastructure-spending-opportunities/362332/ 4. Ports - https://www.reuters.com/business/autos-transportation/biden-team-seeks-port-revival-plans-it-spends-infrastructure-cash-2022-02-23/ 5. Global Crane - https://www.americancranesandtransport.com/news/how-infrastructure-spending-can-boost-the-2022-global-crane-market/8018469.article 6. Asphalt - https://www.nytimes.com/2022/02/19/us/politics/infrastructure-plan-asphalt.html 7. Infrastructure - https://theonebrief.com/how-to-make-the-most-of-a-new-wave-of-infrastructure-funding/ 8. Prince Rupert - https://ca.finance.yahoo.com/news/prince-rupert-port-seeking-double-143000134.html 9. Ports - https://technology.risiinfo.com/logistics/north-america/georgia-ports-authority-plans-expand-port-s-container-capacity-60 10. Oil - https://www.aljazeera.com/economy/2022/2/23/saudi-aramco-closes-15-5bn-blackrock-led-gas-pipeline-deal and https://www.reuters.com/business/sustainable-business/n-americas-old-pipelines-seek-new-life-moving-carbon-climate-push-2022-02-23/

Durable Goods and Capital Spending| USA and the World| January 2022

paul young cpa, cga

Blog – Stock Market Analysis and Commentary for the week-ending June 30 2023 Stocks climbed Friday, ending a strong first half on a high note amid more signs of cooling from the Federal Reserve's preferred inflation gauge. The S&P 500 (^GSPC) rose 1.2%, while the Dow Jones Industrial Average (^DJI) rose over 300 points, or just under 1%. The Nasdaq Composite (^IXIC) added 1.5%. All three major stock benchmarks logged strong performances for both the year's second quarter and first half. The Nasdaq is up more than 30% since the start of the year, according to Yahoo Finance data. That represented its best first half of the year since 1983, according to data from Bespoke Investment. The benchmark S&P 500 has gained around 16%, while the Dow has put up a more modest 4% gain. On Friday, the Fed's preferred inflation index showed prices rose 3.8% in May on a year-over-year basis, down from a 4.4% year-over-year jump in April. And from April to May, prices ticked up just 0.1%. The data comes after a surprise upward revision to first-quarter GDP showed the US economy is a lot stronger than Wall Street thought. Growing faith in that strength has helped drive this year's rally in stocks, even though that resilience likely means rates will stay higher for longer. https://ca.news.yahoo.com/stock-market-news-live-updates-today-june-30-2023-104026486.html Additional sources and links: Lithium - https://www.kitco.com/news/2023-06-30/Why-direct-lithium-extraction-is-the-critical-mineral-sector-s-needed-technology.html Metals - https://www.fastmarkets.com/insights/steel-decarbonization-economic-opportunity-not-government-regulation Oil Production - https://www.reuters.com/business/energy/opec-oil-output-posts-small-drop-june-ahead-saudi-cut-reuters-survey-2023-06-30/ Natural gas - https://www.naturalgasworld.com/us-drillers-cut-oil-and-gas-rigs-for-ninth-week-in-a-row-baker-hughes-105911 or https://www.naturalgasintel.com/european-natural-gas-consumption-continues-to-plummet/ Food - https://www.foodbusinessnews.net/articles/7-progressing-harvest-pulls-wheat-futures-to-four-month-lows Inflation - https://www.aljazeera.com/program/counting-the-cost/2023/7/1/inflation-is-slowing-but-why-is-the-fight-against-it-ramping-up PMI - https://www.reuters.com/markets/asia/chinas-june-factory-activity-falls-third-straight-month-pmi-2023-06-30/ Housing - https://www.benzinga.com/trading-ideas/long-ideas/23/06/33082977/sofi-shows-wild-price-action-after-supreme-court-axes-student-loan-forgiveness-the-bull- ESG - https://carboncredits.com/issb-first-global-climate-and-sustainability-esg-reporting-standards/ Geopolitical risks - https://worldview.stratfor.com/ Debt - https://www.spglobal.com/marketintelligence/en/news-insights/latest-news-headlines/cracks-appear-in-us-economy-as-debt-delinquencies-creep-up-76020170?utm_medium=referral&utm_source=marketo&utm_campaign=MS-2306-PC-GL-CT-RASS-All-SYN-Debt-reckoning

Stock Market Analysis and Commentary for WE July 1 2023.pptx

paul young cpa, cga

Summary: The pandemic has hammered small to medium-size businesses due to restrictions impose on their operations. More and more small businesses will move to digital model as part of managing their customers and supply chain. Automation, data and AI, and security will be key areas of focus for small medium businesses as they grow their business but also mitigate against geopolitical threats. ESG reporting will also become a requirement as consumers will want to know the ESG footprint for a small business as part of making their buying decisions. 1. Small businesses biggest threats - https://searchprosystems.com/despite-challenges-small-biz-stays-optimistic/ 2. Predictions - https://www.uschamber.com/co/start/strategy/small-business-new-year-predictions/amp 3. ESG - https://www.sagecity.com/ca/sage_50_accounting_ca/b/sage_50_ca_supporthub_blog/posts/part-1-of-2-driving-climate-action-through-small-business 4. Risks - https://abcnews.go.com/US/stay-open-small-businesses-feeling-omicrons-effect/story?id=81990291 5. Tech adoption - http://elitebusinessmagazine.co.uk/technology/item/small-business-growth-will-be-built-on-tech-adoption 6. Transformation - https://userguiding.com/blog/digital-transformation-trends/ 7. AI and small businesses - https://www.passionateinmarketing.com/in-2022-how-will-ai-ml-transform-small-businesses/ 8. Cybersecurity threats - https://insights.samsung.com/2021/12/28/is-your-small-business-taking-mobile-security-seriously/ and https://moneyweek.com/economy/small-business/604265/how-to-fight-cyber-crime-in-your-small-business 9. Risk Mitigation - https://www.riskmanagementmonitor.com/ 10. Monitoring and Small Businesses 11. Industry 4.0 - https://www.brisklogic.co/how-industry-4-0-and-digitization-improves-manufacturing/ 12. Edge - https://bizversions.com/resources/how-ai-iot-and-edge-computing-can-improve-your-business-operations/

Dawn of a new era for Small-to Medium Size Public and Private Sectors Entities

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