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Keynote [clear filter]
Thursday, October 25
 

8:30am PDT

Opening Remarks: Mike Kirkpatrick, SVP, Client Experience & Strategy, Mad*Pow
Speakers
avatar for Michael Kirkpatrick

Michael Kirkpatrick

SVP, Client Experience & Strategy, Mad*Pow
Mike is part of the leadership team here at the Mad*Pow, and is responsible for building and steering key relationships. Mike is responsible for our overall client services approach actively designing the best possible experience for our clients. In his time at Mad*Pow, Mike has contributed... Read More →


Thursday October 25, 2018 8:30am - 8:45am PDT
Forum

8:45am PDT

Designing to Build Trust and Deliver Delight: Jess Brown, Aspiration
Designing to Build trust and Deliver Delight
Abstract: Designing for Trust and Impact is very important at Aspiration. Everyday we work to answer the questions how might we turn fear into delight? How might we build trust? These are some of the main challenges we constantly face in our work.

Speakers
avatar for Jess Brown

Jess Brown

VP of Design, Aspiration
Jess is the VP of Design at Aspiration, a new kind of investment firm - built on trust and founded on the idea that we can do well and do good at the same time.Jess was formerly a lead Interaction Designer at Nest Labs/MyEnergy, also a Designer-in-Residence at the incubator, Science... Read More →


Thursday October 25, 2018 8:45am - 9:10am PDT
Forum

9:10am PDT

Keynote: Building a World-Class, High-Performance Culture; Acceleration Partners, Robert Glazer

Robert Glazer’s company, Acceleration Partners, has won numerous awards for their workplace culture and employee happiness, most recently #4 on Glassdoor’s Employees’ Choice Awards, Ad Age’s Best Place to Work, Entrepreneur’s Top Company Culture, Inc. Magazine’s Best Place to Work and many more.  Glazer attributes this success to the introduction of Company Core Values and a rigorous hiring process.  Once employees are hired, care is taken to nurture staff both professionally and personally, while continuously evaluating their fit as the company grows.  This 360⁰ approach has led employees to proclaim “I don’t know why I’d ever leave.”  Glazer will share the evolution of these practices and his nontraditional approaches such as the Capacity/Experience Paradox, Mindful Transitions, and the Work-Life Paradigm.

Speakers
avatar for Robert Glazer

Robert Glazer

Founder & CEO, Acceleration Partners
Robert Glazer is the founder and CEO of global performance marketing agency, Acceleration Partners.Under his leadership, Acceleration Partners has received numerous company culture awards, including #4 on Glassdoor’s Employees’ Choice Awards, Ad Age’s Best Place to Work, Entrepreneur’s Top Company Culture, and Inc. Magazine’s Best Place to Work.  In addition, Bob has... Read More →


Thursday October 25, 2018 9:10am - 9:35am PDT
Forum

11:15am PDT

Can You Afford Financial Illiteracy
Speakers
avatar for Marli Mesibov

Marli Mesibov

VP Content Strategy, Mad*Pow
Marli Mesibov is the VP of Content Strategy at the digital UX agency Mad*Pow. Her work spans strategy and experiences across industries, with a particular interest in healthcare, finance, and education. She is a frequent conference speaker, a former editor of the UX publication UX... Read More →


Thursday October 25, 2018 11:15am - 11:35am PDT
Forum

11:35am PDT

Communicating design value to business leaders; perception is everything!
Congratulations design leaders! With the popularity of Design Thinking, Design Sprints, Human-Centered Design, etc., and the business impact design has created for companies like Apple, Intuit, Ford, Nike, Whirlpool, and Domino’s, Design has earned its seat at the table. We made it!

But with great success, comes greater expectations. As design leaders have taken their seats, built organizations to support them, and incorporated design into organizational ways of working, business leaders continue to struggle with understanding the value design brings to everyday processes, funding decisions, resource allocation, and overall business viability. At this table, design leaders are often outmatched by their counterparts in articulating the value of design while design work is going on. Without being able to clearly articulate that value, design leaders run the risk of being pushed back into service line or peripheral entities.

In this talk, Ryan will review his approaches to connect design success to business success, to use design skills to develop business potential, and to justify design keeping a seat at the table.


Speakers
avatar for Ryan Rumsey

Ryan Rumsey

AVP, Experience Strategy, USAA
Ryan is the AVP of Experience Strategy at USAA. In this role, Ryan leads the Experience Strategy team in providing management consultancy services for how experiences drive market differentiation. Specifically, this team consults with business leaders across USAA on the choices that... Read More →


Thursday October 25, 2018 11:35am - 12:00pm PDT
Forum

12:00pm PDT

Blending Humanity and Technology to Deliver Breakthrough Experiences
AI and Data Science is already transforming how we interact with financial services companies. Chatbots, robo-advisors and other tech-based advances can provide benefits, but what's the role of the human being in service and product design? This talk will explore how and why we need to continue to blend technology and human talents to deliver breakthrough experiences.

Speakers
avatar for Michael Kirkpatrick

Michael Kirkpatrick

SVP, Client Experience & Strategy, Mad*Pow
Mike is part of the leadership team here at the Mad*Pow, and is responsible for building and steering key relationships. Mike is responsible for our overall client services approach actively designing the best possible experience for our clients. In his time at Mad*Pow, Mike has contributed... Read More →


Thursday October 25, 2018 12:00pm - 12:25pm PDT
Forum

2:05pm PDT

Real Time Conversational AI: Skyler Place, PhD, Cogito
Speakers
avatar for Skyler Place, PhD

Skyler Place, PhD

Chief Behavioral Science Officer, Cogito
Dr. Skyler Place combines decades of psychological theory with cutting edge behavioral data to drive positive behavior change. He influences product capabilities and provides thought leadership to clients within enterprise sales and service operations. His team of behavioral scientists... Read More →


Thursday October 25, 2018 2:05pm - 2:30pm PDT
Forum

2:30pm PDT

Designing for Women Isn’t “Pinkwashing”
Designing for Women Isn’t “Pinkwashing”
When Ellevest set out to create a financial services company geared toward women — in an industry dominated by older white men — they knew they had to start the design process from scratch. This session will discuss why Ellevest spent thousands of hours researching how women really make money decisions — and how their findings destroyed a lot of stereotypes. The result? Anything but Lady Doritos.

Speakers
avatar for Melissa Cullens

Melissa Cullens

Chief Design Officer, Ellevest


Thursday October 25, 2018 2:30pm - 2:55pm PDT
Forum

2:55pm PDT

How we Misthink Money, Behavioral insights from author Jeff Kreisler, PeopleScience.com
Dollars and (Non)Sense
Why do your clients think about money and make the irrational financial decisions that they do? How can behavioral economics help you reframe their choices for better outcomes?
 
Jeff Kreisler – Editor-in-Chief of PeopleScience.com and award-winning co-author of "Dollars and Sense” – shares the practical and entertaining insights of behavioral science to help create better financial decision-making structures for the irrational and illogical among us. 
 
In his talk and Q&A, Jeff exposes and explores the hidden forces that secretly drive choices about money. He explains why irrational behavior often interferes with best intentions when it comes to managing finances, saving and investing.
 
Why don’t we value our future comfort and security as much as our present pleasure and spending?  Why does paying for things often feel like it causes physical pain? Why do complex financial options cause us to make irrational financial choices? We’ll explore these questions and more as we get to the heart of our financial decision making process.
 
Fascinating, engaging, funny, and essential, Dollars and Sense is a sound investment, providing the practical tools we need to help ourselves and our clients’ understand and improve financial choices, save and spend smarter, and ultimately live better.

Speakers
avatar for Jeff Kreisler

Jeff Kreisler

Editor in Chief, PeopleScience.com
Jeff Kreisler is just a typical Princeton educated lawyer turned award-winning comedian, best-selling author and champion for behavioral economics. His second book, Dollars And Sense: How We Misthink Money and How To Spend Smarter – co-authored with Dan Ariely – was dubbed... Read More →


Thursday October 25, 2018 2:55pm - 3:20pm PDT
Forum

4:10pm PDT

Designing, Equipping and Maintaining a User Research Lab: Jay Dubois, Fannie Mae
The Pines of Research: Designing, Equipping, and Maintaining User Research & Facilitation Labs

Abstract: Rigorous design research methodologies are key in driving value through our customer experience programs. Blending the unique experience of standing up your first user research lab with the famous tone poem by Ottorino Respighi "The Pines of Rome", this session will provide key considerations in planning and execution of bringing a lab space to your team...oh, and some instrumental inspiration as well.

Speakers
avatar for Jay Dubois

Jay Dubois

Leader, Capital Markets Design Team, Fannie Mae
Jay DuBois is the Leader of the Capital Markets Design Team, a part of Customer Experience Design (CXD) at Fannie Mae. He leads a tremendous group of designers that challenge the status quo and create intuitive, insight-driven experiences at Fannie Mae. With a focus on uncovering... Read More →


Thursday October 25, 2018 4:10pm - 4:35pm PDT
Forum

4:55pm PDT

Business Transformation: Design is not a Department: Jen Cardello, Fidelity Investments
Design is not just a department! Scaling the Design & Innovation Practice in Transformational Organizations
Transformation is the new black! Business, digital, agile, etc. Many large, traditional enterprises are jumping on the transformation bandwagon to amplify their innovation capability and improve business outcomes. One of the things that can get overlooked is the organizational design of the design and research functions. Designing how these teams are built, where they sit and how they serve the business are critical in ensuring transformation delivers the desired business outcomes. This is particularly acute in agile-based organizations that may be primarily focused on improving delivery. As transformation leaders we can no longer treat design and research as departments – they are capabilities that support an organization in differentiating itself from the competition. This talk will focus on ways in which organizations can be more mindful in their structure to enable true and lasting transformation.

Speakers
avatar for Jennifer Cardello

Jennifer Cardello

Vice President, Strategic and User Experience Insights, 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... Read More →


Thursday October 25, 2018 4:55pm - 5:20pm PDT
Forum

5:20pm PDT

Closing Remarks: Mike Kirkpatrick, SVP, Client Experience & Strategy, Mad*Pow
Speakers
avatar for Michael Kirkpatrick

Michael Kirkpatrick

SVP, Client Experience & Strategy, Mad*Pow
Mike is part of the leadership team here at the Mad*Pow, and is responsible for building and steering key relationships. Mike is responsible for our overall client services approach actively designing the best possible experience for our clients. In his time at Mad*Pow, Mike has contributed... Read More →


Thursday October 25, 2018 5:20pm - 5:30pm PDT
Forum