CXFS 2020

November 09 - 10, 2020

Renaissance Boston Waterfront Hotel, Boston MA

Our Speakers

Natalie Higgins, SVP, Director of Customer Experience at Citizens Bank

Natalie Higgins

SVP, Director of Customer Experience
Citizens Bank

Lawrence Lipkin, Head of User Experience Design for Treasury Services at J.P. Morgan

Lawrence Lipkin

Head of User Experience Design for Treasury Services
J.P. Morgan

Todd Keith, SVP, Digital User Experience & Design at Regions Regions Logo

Todd Keith

SVP, Digital User Experience & Design
Regions

Brian Lamb, EVP, Head of Retail Banking at Fifth Third Bank

Brian Lamb

EVP, Head of Retail Banking
Fifth Third Bank

Pam G. Piligian, SVP, Marketing & Communications at Navy Federal Credit Union

Pam G. Piligian

SVP, Marketing & Communications
Navy Federal Credit Union

Jeremy Balkin, Head of Innovation at HSBC HSBC Logo

Jeremy Balkin

Head of Innovation
HSBC

Beth Tullos, SVP, Enterprise Client Experience & Strategy at BB&T Now Truist

Beth Tullos

SVP, Enterprise Client Experience & Strategy
BB&T Now Truist

Chuck Rohrig, Director, Senior Experience Owner at USAA

Chuck Rohrig

Director, Senior Experience Owner
USAA

Richard Charette, AVP, Experience Design at Wells Fargo Wells Fargo Logo

Richard Charette

AVP, Experience Design
Wells Fargo

Utibe Bassey, AVP, Global Customer Experience Strategy & Design at MetLife

Utibe Bassey

AVP, Global Customer Experience Strategy & Design
MetLife

Arya Kalla, VP, Product Management & Analytics at Capital One

Arya Kalla

VP, Product Management & Analytics
Capital One

Martin Lange, Director, Client Experience Strategy at BNY Mellon BNY Mellon Logo

Martin Lange

Director, Client Experience Strategy
BNY Mellon

Katherine Lucas, Head of Client Experience at State Street

Katherine Lucas

Head of Client Experience
State Street

Dan Marks, Chief Marketing Officer at Hancock Whitney

Dan Marks

Chief Marketing Officer
Hancock Whitney

Kendall Large

Corporate Vice President, Marketing
New York Life Insurance Company

Tricia C. Szurgot, Chief Marketing & Experience Officer at First Commonwealth Federal Credit Union First Commonwealth Federal Credit Union Logo

Tricia C. Szurgot

Chief Marketing & Experience Officer
First Commonwealth Federal Credit Union

John Fisher, SVP, Product Design at The Northern Trust

John Fisher

SVP, Product Design
The Northern Trust

Lauren Kessler, Customer Experience Strategy at PenFed Credit Union

Lauren Kessler

Customer Experience Strategy
PenFed Credit Union

Jennifer Clarke

Head of UX and Design
Vanguard

Rich Dorfman, VP, Customer Experience at Eastern Bank

Rich Dorfman

VP, Customer Experience
Eastern Bank

Michael Hennon

VP, Core Transformation
First Republic Bank

Jeffrey Easton

VP, User Research & Metrics
Goldman Sachs

Mitch Rose

VP, Digital Strategy
J.P. Morgan

Manan Singh, VP Product and Optimization at LendingTree

Manan Singh

VP Product and Optimization
LendingTree

Michael Marx, Senior Director of Research and Insights at Visa

Michael Marx

Senior Director of Research and Insights
Visa

Megan Lotay

Executive Director, Senior Experience Owner
USAA

Marlowe Beckley

Senior Content Strategist
Charles Schwab

Sanjay Rajan

Director, Digital Products
First Tech Federal Credit Union

Josephine Holmboe, Creative Director, Fidelity Center for Applied Technology at Fidelity

Josephine Holmboe

Creative Director, Fidelity Center for Applied Technology
Fidelity

Andrea Plant

Client Experience and Process Optimization Program Manager, VP, Sales and Customer Experience Strategy
First Citizens Bank

Freddie Simshauser, Vice President of Culture at Vystar Credit Union

Freddie Simshauser

Vice President of Culture
Vystar Credit Union

John Thomas, EVP, Head of Enterprise Innovation and Strategic Business Architecture at TD Bank

John Thomas

EVP, Head of Enterprise Innovation and Strategic Business Architecture
TD Bank

Jim Couch, Director, User Experience Strategy & Design at Nationwide

Jim Couch

Director, User Experience Strategy & Design
Nationwide

Natasha Barrientos

Director of Research and Development
Manulife/John Hancock

Jim McKeown, VP, Customer Experience and Mobility at Selective Insurance

Jim McKeown

VP, Customer Experience and Mobility
Selective Insurance

Omari Jahi Aarons, Director, CX Employee Enablement Strategy at Liberty Mutual Insurance

Omari Jahi Aarons

Director, CX Employee Enablement Strategy
Liberty Mutual Insurance

Sonal Bullard, Director of Client and Advisor Experience at Truist

Sonal Bullard

Director of Client and Advisor Experience
Truist

Aaron Leinker

Small Business Strategy, Product Innovation
Bank of America

Cori Rolland, Sr. Director Consumer Experience Strategy & Journey Center of Excellence at Aetna

Cori Rolland

Sr. Director Consumer Experience Strategy & Journey Center of Excellence
Aetna

Albert Whitley, Client Experience Design Strategy at BNY Mellon

Albert Whitley

Client Experience Design Strategy
BNY Mellon

Erling Amundson, Member Experience Designer at Langley Federal Credit Union

Erling Amundson

Member Experience Designer
Langley Federal Credit Union

Scott Hoglund, VP, US Card Emerging Technology & Transformation at Discover Discover Logo

Scott Hoglund

VP, US Card Emerging Technology & Transformation
Discover

Chris Hill, Director of Digital Experience at Alliant Credit Union

Chris Hill

Director of Digital Experience
Alliant Credit Union

Wei Ding

Team Lead, Product Management, Office of Consumer Engagement
Bureau of Consumer Financial Protection

Snejina Zacharia, Founder and Chief Executive Officer at Insurify

Snejina Zacharia

Founder and Chief Executive Officer
Insurify

Tod Kiryazov, Co-founder & CPO at Insurify Insurify Logo

Tod Kiryazov

Co-founder & CPO
Insurify

Mona Jantzi, Chief Customer Officer at Barclays US Consumer Bank

Mona Jantzi

Chief Customer Officer
Barclays US Consumer Bank

Ados Logo

Daniel Boitel

CFO
Ados

Doug Roerden, Head of Experience Design at FM Global

Doug Roerden

Head of Experience Design
FM Global

Lori Firsdon

Author
Lose Your Stuff, Find Yourself: Break Free from Clutter’s Emotional Grip

Peter Ku, Vice President, Chief Industry Strategist – Financial Services at Informatica Informatica Logo

Peter Ku

Vice President, Chief Industry Strategist – Financial Services
Informatica

Mark Smith, President at Kitewheel

Mark Smith

President
Kitewheel

Charleen Ring, Event Director at CXFS

Charleen Ring

Event Director
CXFS


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