Featured Speakers


Karen Pascoe, keynote Speaker

Keynote Speaker - Tomer Sharon
Managing Director, Head of User Research & Metrics at Goldman Sachs

Tomer Sharon is a leading voice on the topics of design thinking, user experience, and lean research methodology. Tomer is Managing Director, Head of User Research & Metrics at Goldman Sachs. He is the author of two books, Validating Product Ideas (2016) and, It’s Our Research (2012). Previously, Tomer was Head of User Experience at WeWork and Sr. User Experience Researcher at Google Search. He has mentored organizations (large and small) on user research methodology, has given keynotes, and taught workshops in 13 countries. Tomer holds a master’s degree in Human Factors in Information Design from Bentley University in Waltham, Massachusetts.




Daniel_Egan.png

Daniel Egan
Director of Behavior Science and Investing at Betterment

Daniel Egan is an expert in behavioral finance. He is the Director of Behavior Science and Investing at Betterment. Previously, Daniel worked as Behavioral Finance Specialist at Barclays Wealth. His research work has been published in the Journal of  Economic Behavior & Organization and in the Wiley Encyclopedia of Operations Research and Management Science. Daniel has spoken at conferences and presented at Columbia University, New York University, the London School of Economics, London Business School, University College of London, and the University of Pennsylvania. Daniel holds a Master of Science degree in Decision Science from the London School of Economics.

Deborah_Bosley.jpg

Deborah S. Bosley, Ph.D.
Owner and Principal of The Plain Language Group

For the past 15 years, as an international expert in plain language, Deborah has worked primarily in the financial services sector helping Fortune 500/1000 companies create customer-friendly, plain language content while meeting regulatory requirements. She is the author of more than a dozen articles and three books, and has been interviewed by The Atlantic, Time Magazine, Investment News, Employee Benefit News, and The Wall Street Journal This Weekend, among others.

LawrenceLipkin-HeadShot_2229.jpg

Lawrence Lipkin
Executive Director, Head of User Experience Design for Treasury Services in J.P. Morgan’s Corporate & Investment Bank

Lawrence Lipkin has been designing digital financial services for over 20 years. He is the Executive Director, Head of User Experience Design for Treasury Services in J.P. Morgan’s Corporate & Investment Bank.
His past enterprise creative leadership roles included being head of Fidelity Investment’s NJ User Experience Design studio, Goldman Sachs, TD Ameritrade, and digital innovation agencies: frog design, and Organic Inc. He has directed successful initiatives for GE, CA Technologies, and Fannie Mae. He has a Masters degree from NYU’s Interactive Telecommunications Program.

elizabeth_rosenzweig_uxc_principal_consultant_portrait-500px.png

Elizabeth Rosenzweig
Principal UX Consultant at Bentley University User Experience Center

She has worked as a consultant and employee in several major corporations for more than 28 years. Her experience includes design and development, ranging from website and applications to hardware products and technology development. Elizabeth has completed projects for many major corporations and academic institutions. She holds four patents in intelligent user interface design

Elizabeth is Founder and Director of World Usability Day, which she started in 2005 after her term as President of Usability Professionals Association was completed. World Usability Day has grown to include 44 countries with more than 180 events. Elizabeth was recognized for this work through the UPA Lifetime Achievement Award in 2009,

Elizabeth is the author of the book Successful User Experience: Strategies and Roadmaps published by Morgan Kaufman and frequently publishes in industry journals, has written chapters in three published books and presents lectures at conferences around the world.

Elizabeth holds a Bachelor of Arts in Fine Art Photography and Printing Technologies from Goddard College and a Master of Science in Visual Studies (User Interface Design and Computer Output) from the Media Lab at MIT.

mark saffire.png

Mark Safire, Team Lead, User Experience Research at Bloomberg LP

Mark Safire leads the user experience research team at Bloomberg L.P. He visits clients at their desks to understand their motivations and observe their workflows, but also enjoys the classic experience of testing designs at the company’s state-of-the-art usability labs in NYC and London. He has been working in institutional finance for a decade, including his prior positions in mid-office solutions at JPMorganChase bank and at BNY Mellon.

Mark began his career creating interactive trade show kiosks for Apple; produced websites such as Jaguar.com; and developed DVDs, including a kids adventure game, The Nile, for the Met Museum, and an interactive documentary of Tommy for Pete Townshend of The Who. Mark transitioned into UX research at Sachs Insights where he worked with a variety of clients including Ralph Lauren and Lego. Mark co-founded the NYC Chapter of the UXPA and has taught for the Neilsen Norman group. Mark loves to coach designers and researchers in moderating skills.

Albet_bio_large.jpg

Bill Albert, Executive Director, Bentley University User Experience Center

Bill Albert is Executive Director of the User Experience Center at Bentley University. Albert brings more than 15 years of experience in user experience research and design to his role leading the center. He has expertise in user interface design, information architecture, qualitative and quantitative research techniques, and user experience strategy. Prior to joining Bentley, Albert was Director of User Experience at Fidelity Investments, Senior User Interface Researcher at Lycos, and Post-doctoral Research Scientist at Nissan Cambridge Basic Research. Albert is currently an adjunct professor in the graduate program in Human Factors in Information Design at Bentley University.

Albert has published and presented his research at more than 30 national and international conferences. He co-wrote (with Tom Tullis) the first book on usability metrics, Measuring the User Experience: Collecting, Analyzing, and Presenting Usability Metrics (first edition 2008, second edition 2013). He also co-wrote (with Tom Tullis and Donna Tedesco), Beyond the Usability Lab: Conducting Large-Scale Online User Experience Studies in 2010. Albert is Co-Editor in Chief of the Journal of Usability Studies.

Albert has been awarded prestigious fellowships through the University of California Santa Barbara and the Japanese Government for his research in human factors and spatial cognition. He received his BA and MA degrees from the University of Washington (Geographic Information Systems) and his PhD from Boston University (Spatial Cognition). He completed a post-doc at Nissan Cambridge Basic Research.

Karen Pascoe.JPG
 
stacey+sarris.jpg

Karen Pascoe
SVP, Experience Design, Digital Payment & Labs @ Mastercard

Karen is the Senior Vice President, Experience Design for Digital Payments & Labs, leading the design of key consumer & customer facing experiences in Mastercard’s broader transition to digital. She is also leading design of our third party developer tools, to bring MasterCard capabilities to a broader set of commerce and money movement innovations in the digital and physical world.

Karen’s focus is connecting business strategy with deep user insights to deliver innovative design solutions at global scale. She’s also expert in design for transactional systems with the unique challenges they present. Prior to joining Mastercard, Karen has held experience design leadership roles at PayPal and JPMorgan Chase. She lives and works in New York City.



Stacey Sarris
Lecturing Clinical Professor, User Experience at Pace University

For the past 10 years, Stacey has been a Professor of User Experience at Pace University’s Seidenberg School of CSIS. Additionally, she owns an advisory company helping startups bridge the gap between business goals and user needs.  She specializes in Research, Interaction Design, Usability Testing and Design Thinking.  Stacey’s education includes a degree in Interior Design, Information Systems, Master’s in Ecommerce and she’s currently writing her dissertation for a Doctor of Science, Information and Interaction Design at the University of Baltimore. 

jen headshot_IMG_5171.JPG

Jen Cardello
Vice President, User Experience Research and Insights at Fidelity Investments

Jen has spent over 20 years helping organizations optimize human-centered design to gain business advantage and build customer value.  She currently leads Fidelity’s User Experience Research & Insights team. Her expertise is scaling design and research capability across agile organizations through the development of measurement frameworks, systems, and services.

Turbek.jpg

Stephen Turbek
Managing Director at Goldman Sachs

Steve Turbek leads the User Experience team at a premier financial services firm, helping to create efficient and enjoyable experiences for their users. By infusing user-centered design with metrics, research, and engineering, his team is making user experience a core cultural value of the firm. 

Between 2012 & 2017, he helped the Fidelity user experience team grow to one of the largest in-house teams and deliver unprecedented customer impact. Previously, he founded the User Experience group at Morgan Stanley.

Outside of digital design work, Steve is probably best known for making the Bubble Calendar, which he maintains is a product of user experience thinking. He's lucky to be married to a strong lady and dad to two good kids.