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.
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 S. Bosley, Ph.D.
Owner and Principal of The Plain Language Group
Deborah S. Bosley, Ph.D., is the Founder and Principal at The Plain Language Group (TPLG) and Professor Emerita (Technical Writing) from UNC Charlotte. A long-time believer that good writing is good business, she has spent the past 20 years helping corporations create written information that is easy for people to understand and use. Her clients in the financial sector include Bank of America, JPMorgan Chase, RoyalSun Alliance Insurance, TIAA, TD Bank of Canada, U.S. Bank, and Wells Fargo.
Using proven writing and design strategies, training tools, and research results, she helps Fortune 500/1000 achieve a number of critical goals including:
- Meeting regulatory requirements for “clear and conspicuous” language
- Creating consumer-friendly, plain language written information
- Avoiding liability from confused documentation
She has been interviewed for Time Magazine, The Atlantic, the Wall Street Journal This Weekend radio broadcast, ABC News, Investment News, Investment Advisor, Employee Benefits, Transaction World Magazine, and HealthLeader Media, as well as multiple social media outlets.
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.
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 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.
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.
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.
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.
Co-Founder of Dan+Jason+Co.
With over 20 years experience in brand strategy, identity and innovation, Jason has overseen the creation and evolution of globally recognized brands in financial services, consumer goods, transportation services, insurance and technology. His presence in market includes work for Coke, Google, Virgin, McDonald’s, NYSE, UPS, Thomson Reuters, TD Bank and BNY Mellon.
Most recently, Jason served as Head of Product and Design for Fahrenheit 212, an innovation firm based in NYC.
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.
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.
Executive/MD Digital Innovation, Avanade
Ellen leads innovation, digital strategy, design and technology services teams, specializing in connecting business strategy, user experience and technology platforms in support of digital transformation and product development, often to award-winning results. She leads Avanade’s digital solutions practice for the Northeast (for Accenture), helping clients from a wide array of industries, including many leading Financial Services and Capital Markets organizations, to connect experience, platform and innovation while unlocking the power of the art of the possible within the Microsoft and open source ecosystem. Her team creates and delivers solutions and new experiences for the workplace, marketing and operations, applying a blend of strategy, user experience design, engineering, analytics, AI and disruptive technology to operationalize digital transformation and product development.
UX Manager, Google
Miles Begin is a design leader, thinker, and maker. He manages the UX team for Google's internal financial tools. Previously he's led design at startups Canary and Updater, and been a VP of UX and Design at American Express. He has a talent for collaborative problem solving and works to build a strong culture of design wherever he hangs his hat. With a background in Industrial Design, Miles’ hand can be seen in products and services of all sorts – from electronics, to medical devices, to consumer packaged goods, to consumer and enterprise financial tools. He is also a co-founder of The Design Gym, an agency focused on building an ecosystem of products, services, and experiences to elevate creative instigators sitting inside the world’s most important organizations.
Creative Director, TIAA Digital Design
Mark Mulvey is Creative Director for TIAA Digital Design. A veteran of the ad agency world and UX design, Mark started in financial services over 15 years ago working as a freelance creative director for several boutique financial startups. He then joined Fidelity Investments in 2005 as Director of Rich Media. In that role, he pioneered some of the industry’s first forays into rich media, both in terms of advertising and interaction design. Mark played a key role in creating Fidelity’s successful and award winning “green line campaign” that launched in 2008 as Digital Group Creative Director for Fidelity’s internal ad agency. In 2015, Mark joined the TIAA Digital Design team helping to launch the rebrand of TIAA.
Chief Design Officer, Ellevest
Currently the Chief Design Officer at Ellevest, she leads the team responsible for creating an intuitive and delightful experience across all touchpoints of the brand and product. Through deep collaboration with users and her team, her work at Ellevest has been recognized by Interbrand as a ‘Brand to Watch,’ mentioned for user experience and website design by Fast Companies’ Innovation by Design Awards, named a top robo-advisor by NerdWallet, ranked among the CNBC Disruptors list and featured on the cover of Money Magazine.
Her previous clients include Vogue.com, SiriusXM Radio, Time, Inc, IBM, and American Express.