Loading…
Attending this event?

Sign up or log in to bookmark your favorites and sync them to your phone or calendar.

Thursday, October 24
 

12:30pm

Design & Innovation Leadership Forum
Please join us to kick-off your FXD experience at our half-day Leadership Forum, 12:30pm -4:30pm October 24th. This forum is a great opportunity to kick off your FXD experience by joining a diverse, creative, thoughtful group of thinkers and leaders from across the financial ecosystem for an intimate and inspiring conversation.
 
During the forum, Mad*Pow’s Chief Design Officer, Michael Hawley will host structured networking and workshop-type activities designed to identify and answer key challenges of the financial services industry. By coming together in structured dialog and sharing ideas from a leadership perspective, we can create opportunities to learn from each other and help us lead our organizations to deliver better experiences. The forum will be rich with opportunities to grow your network and build new relationships with other leaders in finance.
 
Specific topics for discussion will be driven by the participants in the forum, so they are as relevant as possible. The structure of the event will allow us to build toward collective insight and inspiration:
 
  • “Meet Your Peers” – Facilitated networking and identification of challenges to designing to great experiences in finance
  • “Solving Challenges” - Idea sharing and relevant experiences, process, and organizational approaches to key challenges
  • “Imagining the Future” – Learning and finding inspiration from others by collaboratively constructing stories and future experience ideas
                 
Lunch will be served from 12:30pm – 1:30pm (not your standard conference fare, great food!), and activities will run from 1:30pm – 4:30pm, with plenty of time for breaks.
 
We’re looking forward to this forum as a fun way to get to know each other, and enjoy not only great food, but food for thought. Following this forum, you’ll truly be in the right mindset for our content program the next morning.


Speakers
avatar for Michael Hawley

Michael Hawley

Chief Design Officer, Mad*Pow
As Chief Design Officer at Mad*Pow Mike leverages his background in interaction design, usability, and design strategy to lead a diverse team of talented experience designers through the process of creating engaging, interactive experiences. You might also call him “chief air traffic... Read More →


Thursday October 24, 2019 12:30pm - 4:30pm
Forum
 
Friday, October 25
 

8:30am

Opening Remarks: Michael 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 →


Friday October 25, 2019 8:30am - 8:45am
Forum

8:45am

Keynote, Elevating Design: Stephen Gates, InVision
Speakers
avatar for Stephen Gates

Stephen Gates

Head Design Evangelist, InVision
Stephen is currently the Head Design Evangelist at InVision where he works as a strategic partner to 97% of the world’s Fortune 100 brands to elevate the business impact of design through education, coaching, and thought leadership. He previously worked at McCann Erickson, Citi... Read More →


Friday October 25, 2019 8:45am - 9:10am
Forum

9:10am

Keynote, Drive Innovation with Strategic Design: Joseph Smiley, E*TRADE
Speakers
avatar for Joseph Smiley

Joseph Smiley

Experience Design Team Lead, E*TRADE
Joe Smiley is a respected design leader, team-builder, and innovative technologist with over 20 years of experience designing and developing experiences for many Fortune 500 brands - including E*TRADE, PwC, Marriott, AOL, Disney, FedEx, Strayer University, and Sysco Food - as well... Read More →


Friday October 25, 2019 9:10am - 9:35am
Forum

9:35am

Fireside Chat, Always be Onboarding: Laurie McLachlan, Digital Onboarding, Michael Kirkpatrick, Mad*Pow
Speakers
avatar for Laurie McLachlan

Laurie McLachlan

Chief Marketing Officer, Digital Onboarding
As CMO, Laurie leads Marketing, Product Strategy, and Customer Success for Digital Onboarding, Inc. After spending a decade with marketing agencies such as Young & Rubicam, Hill Holliday, and Arnold, she led Marketing for Andera (the first company to make it possible for financial... Read More →
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 →


Friday October 25, 2019 9:35am - 9:55am
Forum

9:55am

Keynote, Designing with Responsibility. Designing Ethical and Inclusive Solutions: Andy Vitale, SunTrust Bank
Speakers
avatar for Andy Vitale

Andy Vitale

Head of User Experience Design, SunTrust Bank
Andy Vitale is the Head of User Experience Design at SunTrust Bank, where he instills the importance of design and a client-centered approach to solve problems, grow revenue, and achieve far-reaching goals. He leads a diverse and dedicated team in translating human insights into... Read More →


Friday October 25, 2019 9:55am - 10:20am
Forum

10:20am

Break
Friday October 25, 2019 10:20am - 10:45am
Commons

10:45am

Keynote, The Era of Multi-Modal Design: Marti Gold, Sirius XM
Speakers
avatar for Marti Gold

Marti Gold

Director, Automotive Experience Design Group, SiriusXM
Marti Gold is a UX leader with over 20 years of enterprise-level design experience. She specializes in problem analysis, user interface and interaction design, rapid prototyping, and the development of corporate UX standards. Marti is the author of “UX Style Frameworks: Creating... Read More →


Friday October 25, 2019 10:45am - 11:10am
Forum

11:10am

Keynote, Simplifying Decisions & Choice Architecture: Rob Gifford, Mad*Pow
Speakers
avatar for Rob Gifford

Rob Gifford

Director, Experience Design, Mad*Pow
Rob is that guy who grew up spending hours drawing and painting in the basement. Quickly abandoning a stereotype, he headed to college to study psychology. That explains why he’s at Mad*Pow as an Experience Design Director, after earning his wings at companies like Medullan, Wiklund... Read More →


Friday October 25, 2019 11:10am - 11:35am
Forum

11:35am

Fireside Chat, Mindset of Young Investors: Kelly Lannan, Fidelity Investments and Jen Briselli, Mad*Pow
Speakers
avatar for Jen Briselli

Jen Briselli

VP, Experience Strategy & Service Design, Mad*Pow
As VP, Experience Strategy & Service Design at Mad*Pow, Jen Briselli leverages experience strategy and design thinking to create innovative financial experiences and compelling digital solutions that are good for people and good for business. She has an insatiable curiosity and passion... Read More →
avatar for Kelly Lannan

Kelly Lannan

VP, Young Investors, Fidelity Investments
Kelly Lannan is a Vice-President, young investors — for Personal Investing (PI), a unit of Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products... Read More →


Friday October 25, 2019 11:35am - 11:55am
Forum

11:55am

Fireside Chat, Orchestrating Multi-Channel Touchpoints to Deliver Great CX: Vanessa Jupe and Rita Arens, H&R Block
Speakers
avatar for Rita Arens

Rita Arens

Director, Digital Platforms & Support, H&R Block
Rita is a strategic storyteller and sense-maker. Her strengths lie in the areas of organizational and group communication, product strategy, managing teams, product and project management and cross-functional collaboration. She has a high tolerance for ambiguity in the workplace and... Read More →
avatar for Vanessa Jupe

Vanessa Jupe

VP, Digital Products & Services, H&R Block
Vanessa has 16 years of digital product and marketing experience with multiple consumer-facing brands. At H&R Block, Vanessa serves as the Vice President of the digital team focused on evolving the way clients prepare their taxes. Currently, she is focused on creating an agile, empowered... Read More →


Friday October 25, 2019 11:55am - 12:15pm
Forum

12:15pm

Keynote, Creating and Nurturing Design Culture: Christine Berglund, CapitalOne
Speakers
avatar for Christine Berglund

Christine Berglund

Director, Experience Design, Capital One Bank
With a career spanning multiple sectors, Christine has concentrated the last 5 years working in financial tech, exploring and innovating on everything from customer on-boarding to the future of money. She is currently designing at the nexus of humans and machines, working with Capital... Read More →


Friday October 25, 2019 12:15pm - 12:40pm
Forum

12:40pm

Lunch
Friday October 25, 2019 12:40pm - 1:40pm
Commons

1:40pm

Behavior Based Design: Interactive Session, Moderated by Mad*Pow
Speakers
avatar for Dana Ortegón

Dana Ortegón

Senior Content Strategist, Mad*Pow
Dana Ortegón is a Senior Content Strategist at Mad*Pow. Plain language/readability and health & financial literacy are Dana’s not-so-secret passions. She also loves helping clients figure out the what’s, why’s, when’s, and how’s that ensure the best possible content experience... Read More →
avatar for Jen Briselli

Jen Briselli

VP, Experience Strategy & Service Design, Mad*Pow
As VP, Experience Strategy & Service Design at Mad*Pow, Jen Briselli leverages experience strategy and design thinking to create innovative financial experiences and compelling digital solutions that are good for people and good for business. She has an insatiable curiosity and passion... Read More →
avatar for Nedret Sahin

Nedret Sahin

Senior Experience Designer, Mad*Pow
For Nedret, humans are the best part of human-centered design. Her fascination with those on the other side of the screen led her to user experience design, a perfect fit for her endless curiosity and desire to learn.Nedret comes to Mad*Pow with a B.S. in Marketing, Information Design... Read More →
avatar for Priyama Barua

Priyama Barua

Experience Strategy Director, Mad*Pow
Priyama came to Mad*Pow after obtaining her masters in Design Management from the University of Bridgeport, and her undergrad in Mumbai, India. As if that’s not enough, she even founded her own company, Matchstix, in India which provided research and strategy work to clients.Priyama... Read More →


Friday October 25, 2019 1:40pm - 3:00pm
Forum

3:00pm

Fireside Chat, Innovation Labs Are Not Really About Innovation: Natasha Barrientos, John Hancock and Dusan Koljensic, Fidelity Labs
Speakers
avatar for Dusan Koljensic

Dusan Koljensic

VP, Head of Design, Fidelity Labs
Dusan builds and leads creative teams and businesses that use design thinking, jobs-to-be-done, human-centered design, and lean methodology to deliver digital experiences that delight customers and make a real difference in their lives.
avatar for Natasha Barrientos

Natasha Barrientos

Director of Research & Development, John Hancock
At John Hancock, Natasha's role as the Director of Research & Development is to support the company’s mission of helping customers realize their financial goals by providing a line of visibility into minimally understood areas of new technology, user segments, and business models... Read More →


Friday October 25, 2019 3:00pm - 3:20pm
Forum

3:20pm

Fireside Chat, Building a Behavior Change Practice: Neesha Mathur, Prudential, Dustin DiTommaso, Mad*Pow
Speakers
avatar for Dustin DiTommaso

Dustin DiTommaso

SVP Behavior Change Design, Mad*Pow
Dustin is Senior Vice President of Behavior Change Design at Mad*Pow. A designer and researcher, Dustin’s work involves the study and application of behavioral and decision science, motivational psychology, and human-computer interaction to the design of technology-assisted behavior... Read More →
avatar for Neesha Mathur

Neesha Mathur

Head of Behavioral Science, Prudential Financial
Neesha Mathur is the Head of Behavioral Science at Prudential Financial and frequently mentors recent graduates starting their careers in behavioral science and colleagues who are standing up behavioral science practices at their own firms. Neesha has spent most of her career in financial... Read More →


Friday October 25, 2019 3:20pm - 3:40pm
Forum

3:40pm

Break
Friday October 25, 2019 3:40pm - 4:00pm
Commons

4:00pm

Fireside Chat, Organize for Design & Innovation: Vijay Hanumolu, Unum and Michael Hawley, Mad*Pow
Speakers
avatar for Michael Hawley

Michael Hawley

Chief Design Officer, Mad*Pow
As Chief Design Officer at Mad*Pow Mike leverages his background in interaction design, usability, and design strategy to lead a diverse team of talented experience designers through the process of creating engaging, interactive experiences. You might also call him “chief air traffic... Read More →
avatar for Vijay Hanumolu

Vijay Hanumolu

Vice President of Digital Experience, Unum
Vijay has fused a diverse background of CX, digital strategy, content strategy, technology, and marketing to deliver exceptional omni-channel digital experiences, websites, mobile apps, products, successful brands, compelling marketing programs, and digital transformation. He has... Read More →


Friday October 25, 2019 4:00pm - 4:20pm
Forum

4:20pm

Panel: Operationalizing Transformation
Speakers
avatar for Martin Davis

Martin Davis

Design Director | FXD Advisory Board, USAA
avatar for Robert Scott

Robert Scott

Formerly SVP, Head of Digital Engagement, Citizens Bank
Robert is fanatical about exceptional customer experience, passionate about digital, and thrive on doing it efficiently at scale.For Robert, it’s about taking his e-commerce and operations experience, and using technology as an enabler to deliver a consistent customer experience... Read More →
avatar for Scott Furlong

Scott Furlong

Global Head of User Experience, State Street Global Advisors
Creative, innovative, and highly-organized user experience professional, with the ability to build strong alliances with clients and business partners, and to create visions and strategies to achieve business goals. Passion for creating superior customer solutions guided by user empathy... Read More →


Friday October 25, 2019 4:20pm - 4:55pm
Forum

4:55pm

Keynote, Where is the Bar? Raising the bar for Design in Financial Services: Brian McLaughlin, Bottomline Technologies
Speakers
avatar for Brian McLaughlin

Brian McLaughlin

Chief Experience Officer, Bottomline Technologies
Where is the bar?No not that bar. How do Financial Services designers avoid lowering the bar on quality standards?  “The financial space is different”, we hear this all the time. Yes, it is different just ask Product, UX, or Dev person swimming in the highly regulated seas of... Read More →


Friday October 25, 2019 4:55pm - 5:20pm
Forum

5:20pm

Closing Remarks: Michael Kirkpatrick, 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 →


Friday October 25, 2019 5:20pm - 5:30pm
Forum

5:30pm

Cocktail Reception
Friday October 25, 2019 5:30pm - 7:00pm
Commons