Past Meetup

UX in Finance: Panel Discussion

This Meetup is past

149 people went

Location image of event venue



Parking will be available onsite. Attendees may park on the first level and top level of the parking garage.



6:30 - 7:00pm Pizza, cake, networking
7:00 - 7:05pm Admin stuff
7:05 - 8:00pm Panelist intros and discussion
8:00 - 8:30pm Q&A
8:30 - 9:00pm More pizza, cake, networking


The financial industry is a growing sector for UX work. Nearly everyone interacts with financial institutions on a daily basis so delivering a quality user experience is paramount for everyone’s peace of mind.

During this panel discussion we will discuss a variety of topics on how UXers can impact the industry. We’ll learn about:

- The major factors people use to determine which financial institutions to conduct business with
- The effects of the 2008 recession on consumers’ perception of the industry
- How UX design can encourage healthier personal finance habits
- How UX activities could address the student loan crisis
- Managing complexity within the mortgage industry
- The role of education in promoting financial literacy


The illustrious Jim Lane will be coming back to moderate the panel discussion after stepping down from NoVA UX last year.


Dan Irwin - Navy Fed, UX Researcher
Brandon Harris - PenFed, AVP Digital & Innovation
Sou Montazeri - Freelance, Senior UX Researcher
Jay DuBois - Fannie Mae, Leader Capital Markets Design Team


PenFed Credit Union has graciously offered to provide the space and pizza for the event. Thank you! Established in 1935 as the War Department Credit Union, Pentagon Federal Credit Union (PenFed) is America’s second-largest federal credit union, serving over 1.6 million members worldwide with more than $23 billion in assets. Our long-standing mission is to provide superior financial services in a cost-effective manner, while being responsive to members’ needs. PenFed Credit Union offers market-leading mortgages, automobile loans, credit cards, student loans, personal loans, checking, certificates and a wide range of other financial services with members’ interests always in mind. PenFed Credit Union serves a diverse population, and no military service is required to join. PenFed Credit Union offers many paths to membership, including numerous employee groups and association affiliations. PenFed Credit Union is federally insured by the NCUA and is an equal housing lender. To learn more about PenFed Credit Union, visit (, like us on Facebook ( and follow us @PenFed ( on Twitter. Interested in working for PenFed? Check us out on LinkedIn ( We are proud to be an Equal Opportunity Employer.

Applied Information Systems ( (AIS) has kindly offered to provide drinks for this event. Thanks so much! AIS provides software and systems engineering services to government agencies and businesses across the United States. We specialize in cloud services, DevOps, custom application development, and IT services. Our areas of expertise include Microsoft Azure, Amazon Web Services (AWS), Office 365, SharePoint, Dynamics 365, software development, user experience (UX), data and analytics, managed services, and emerging technologies, such as AI, Blockchain, and IoT.