2012 Program Overview

On October 24, 2012, the User Experience Center (formerly Design and Usability Center) hosted The Face of Finance: Designing Usable Financial Systems conference at Bentley University, Waltham, Massachusetts.

As business and governmental institutions implement new Wall Street reforms and Consumer Protection legislation, effective delivery of financial information to consumers is key to achieving legislative goals of promoting a safer, more stable financial system. The conference investigated and advanced the application of user-centered design (UCD) methodologies to financial systems and services.

The keynote speakers were:

  • Ramit Sethi, author of the New York Times best-selling book, "I Will Teach You to be Rich“

Watch Congressman Frank's Keynote Speech

Slides from many of the presentations are now available online.

To hear what attendees had to say about the 2012 conference follow us on Twitter and use #FaceOfFinance.


2012 Schedule

8:00-8:45 a.m. Registration; Continental breakfast  (LaCava Executive Dining Room)
8:45-9:00 a.m. Welcome Session  (LaCava Executive Dining Room)
9:00-10:00 a.m.

Plenary Session  (LaCava Executive Dining Room)

The Psychology of Behavioral Change

Ramit Sethi, Author of I Will Teach You to be Rich

10:00-10:15 a.m. Break
  Track A  (LaCava 325) Track B  (LaCava 375)
10:15-11:00 a.m.

The Double Helix of Policy Development and
Consumer Testing of Mortgage Disclosures

Susan Kleimann, Center for Plain Language
Richard Horn, Consumer Financial Protection

Insights from Conversations with
Financial Consumers

Mona Patel, Motivate Design

11:00-11:15 a.m.

11:15 a.m. - noon

Regulatory Requirements
for Plain Language:
Making Financial Information Transparent

Deborah Bosley, UNC Charlotte / The Plain
Language Group

Panel: Consumers of Financial Systems
Moderator: Elizabeth Rosenzweig, Bentley DUC

Audrey Chen, Consumer Financial Protection
Marcia Millon Cornett, Bentley University
Kathleen Kneram, Fidelity Investments

noon -1:00 p.m. Lunch  
1:00-1:45 p.m.

How Behavioral Economics Informs
Financial Website Design

Eric Gold, Fidelity Investments

Game Changing Financial Education:
The Story of SALT

Kathleen Burns Kingsbury, KBK Wealth
Sue Burton, American Student Assistance
Michal Pasternak, HUGE

1:45-2:00 p.m. Break
2:00-2:45 p.m.

Financial Planning Is NOT a Game!!
...Well, Actually It Can Be

Jason Miceli, Primacy

Panel: Financial Planners as Users
Moderator: Fiona Tranquada, Bentley DUC

Steven Axler, Vanguard
Jennifer Fabrizi, MassMutual Financial Group
Peggy McGillin, Journey Financial Planners
Stuart Paap, Wells Fargo Advisors

2:45-3:00 p.m. Break
3:00-3:45 p.m.

Panel: UX Financial Research
Moderator: Bill Albert, Bentley DUC

Jennifer Borchardt, Wells Fargo
Meena Kothandaraman, Bentley University
Tom Tullis, Fidelity Investments

Panel: Designing for Financial Systems
Moderator: Lena Dmitrieva, Bentley DUC

Loren Baxter, ReadyForZero
Astrid Chow, Roundarch Isobar
Josiah Fisk, More Carrot
Michael Tuccinard, The Big Studio

3:45-4:00 p.m. Break
4:00-5:00 p.m.

Plenary Session  (LaCava Executive Dining Room)

Congressman Barney Frank, Massachusetts

Watch Congressman Frank's Keynote Speech

5:00-6:30 p.m. Reception  (LaCava Executive Dining Room)