Presentation Speakers
UNC Charlotte / The Plain Language Group
Professor and Consultant
Deborah S. Bosley, Ph.D., is the Principal in The Plain Language Group and a professor of English at UNC Charlotte. She has spent the past 20 years teaching technical writing to undergraduates and graduate students. As a long-time believer that good writing is good business... Read more
American Student Assistance
Managing Director
Sue Burton is the head of ASA’s consumer experience transformation, leading the design and delivery of a game-changing financial education experience. ASA’s mission is to help students successfully manage higher education financing and debt repayment. Sue leads the development... Read more
Fidelity Investments
Behavioral Economist
Dr. Eric Gold is behavioral economist for Fidelity Investments, the largest mutual fund company in the United States, the No. 1 provider of workplace retirement savings plans and a leading online brokerage firm. Prior to joining Fidelity in 2006, Dr. Gold founded a software and consulting company... Read more
Consumer Financial Protection Bureau
Senior Counsel
Richard Horn is a Senior Counsel in the Office of Regulations at the Consumer Financial Protection Bureau (CFPB). He is currently leading the development of the integrated disclosure forms and rules under the Truth in Lending Act and the Real Estate Settlement Procedures Act. Read more
KBK Wealth Connection
Founder
Kathleen is a wealth psychology expert, behavioral change specialist and frequent keynote speaker at financial industry conferences. She has presented at Merrill Lynch Global Wealth and Investment Management Advanced Education Symposiums, Women Advisors Forums... Read more
Kleimann Communication Group / Center for Plain Language
President
Susan Kleimann, Ph.D. is President of Kleimann Communication Group, a firm that combines plain language, information design, and qualitative research to create user-centered documents. With over 30 years of hands-on experience, Susan has led transformative, high visibility research and design projects... Read more
Aaron Marcus and Associates, Inc.
President
Mr. Aaron Marcus is the founder/President of Aaron Marcus and Associates, Inc. (AM+A). A graduate in physics from Princeton University and in graphic design from Yale University, he has lectured worldwide since 1968 about user-interface design, information visualization, and user-experience design. Read more
Primacy
Director, Business Analysis & Quality Assurance
Jason has held leadership positions within his organizations for the last 15 years. At an industry-leading SaaS (Software as a Service) company, he was responsible for a portfolio of security products totaling over $60 million in revenue—and, while he was there, he redesigned the company’s flagship... Read more
HUGE
Head of User Experience
Michal Pasternak is head of user experience at Huge, where she oversees one of the world's largest and most talented user experience teams. She has driven the creation of user-friendly experiences on many of the agency's most prominent e-commerce and media engagements. Michal joined Huge in 2004... Read more
Motivate Design
Consultant
A natural mentor, Mona has created user experience strategies and in-house usability programs for hundreds of clients through training and consulting. She has innovated new methodologies for evaluating decision making, emotion and persuasion. With over 10 years experience, Mona has developed... Read more