Presentation Speakers

Presentation Speakers

Boston College

Assistant Director for web development and the Boston College Center for Retirement Research’s Financial Security Project.

Anek Belbase is Assistant Director for web development and the Boston College Center for Retirement Research’s Financial Security Project.  He conducted research, developed content, and managed the implementation and evaluation of the Center’s web-based tools including the financial advisory website squaredaway,  target your retirement, and Read more

Sapers & Wallack Wealth Management

Managing Director

Susan Black, CFP®, came to the practice of wealth management with a foundation of more than 20 years of entrepreneurial, marketing, financial services and philanthropic successes. Working as a wealth manager, her mission is to help her clients – individuals, families, and organizations – focus their vision to better align their long term goals with their investment strategies. Her process includes financial planning, asset allocation, investments and risk management. Read more



Toby helps clients engage with their customers coherently across multiple touchpoints. He develops digital design strategies that integrate customer experience through devices, environments and media. His passion is to understand the ways people make meaning and find resonance in their everyday interactions with products, services and systems. Toby wants not only to humanize technology, but to socialize it. Read more

Fidelity Investments

Director of User Experience Research

Ann Chadwick-Dias is a Director of User Experience Research at Fidelity Investments where she is part of Fidelity's User Experience Design team and oversees all user research for She actively researches issues related to universal design and accessibility with users. She received her B.S. with a Bio-Behavioral concentration from UMass/Boston and a M.A. in Technical Communication from Northeastern University. Read more

Motivate Design


Emily is a UX Researcher at Motivate Design. She focuses on extracting user needs from a variety of research methods, including ethnography, online diary studies, discovery contextual research and of course, usability testing. Emily is always looking for innovative ways to effectively communicate and connect with the user. Read more


Certified Professional Coach

Rosalie Clough is a Certified Professional Coach focusing on leadership and team development with deep knowledge of and experience in the financial services industry.  .  With over 30 years of sales and marketing experience, Rosalie combines executive decision making capabilities with demonstrated success in leading through organizational change.  She honed her coaching skills as a Director and Business Development Coach with UBS Global Wealth Management. Read more



James Christie is a Senior Experience Designer at Mad*Pow, a design agency focused on improving the experiences people have with products, services, organizations and each other. James has 7 years experience in observing and decoding user behavior and crafting accessible and usable experiences, for industries including education, healthcare, technology, biotech and financial services. Read more



Jim Dalglish has been a newspaper reporter, magazine and book editor, creative director, marketing consultant, business strategist, and managing director for a regional arts facility. While working as an executive producer at Houghton Mifflin, Jim turned his business and creative talents to creating digital products and services. Read more

MIT Media Lab


Fry has worked in and around MIT and software spin-offs since the late 1970’s. At MIT he’s worked at the Experimental Music Studio (which subsequently became part of the Media Lab), the Center for Coordination Science (part of the Sloan Business school) and now in the Software Agents group (at the Media Lab). In between he’s worked at big companies that you’ve heard of and small ones that you haven’t. Read more

Bentley University User Experience Center

Usability Consultant

David Juhlin is a Usability Consultant at the User Experience Center. Juhlin has experience in both design and evaluation of a variety of products ranging from websites and applications to hardware products. His expertise includes usability research, information architecture, user interface design and design strategies. Prior to joining Bentley, Juhlin had his own company (GoUsability), and was an interaction designer at Walking Thumbs.  Read more

Red Pill UX


Eva Kaniasty is the founder of Red Pill UX, a user experience consultancy providing user experience strategy, research and interaction design in the Boston area. Eva has improved user experiences in a range of industries, including finance, healthcare, and education. She received her Master's in Human Factors from Bentley University in 2007. She serves as President of UXPA Boston, teaches UX topics in-person and online, and is a repeat presenter at local and national conferences. Read more

KBK Wealth Connection


Kathleen Burns Kingsbury is a wealth psychology expert, founder of KBK Wealth Connection, and the author of several books including How To Give Financial Advice to Women: Attracting and Retaining High-Net-Worth Female Clients  and How to Give Financial Advice to Couples:  Essential Skills for Balancing High-Net-Worth Client’s Needs .  As an international speaker, she presents regularly at industry conferences and has been quoted in the Wall Street Journal, Reuters Wealth, In Read more

Motivate Design and Bentley University


With over 20 years of experience, Meena is an expert in understanding user motivations and behaviors for products and services. She balances a dual role as Experience Research Director at Motivate Design, which allows her to practice what she teaches in the Bentley University, Human Factors and Information Design (HFID) graduate program. Meena has the heart of a true teacher, and has been teaching for over 15 years. Read more

Sallie Mae

Vice President of Web Strategy

Kristyn Harmon has 20 years of experience designing large corporate web site strategies with specific focus on implementing award winning customer experiences that drive significant sales and cost savings to the company's bottom line. She is currently the Vice President of Web Strategy at Sallie Mae and is responsible for web and mobile strategy, UX Design and Front End Development for all customer facing sites including, and  Read more

MIT Media Lab