Fall Conference 2018
Driving Innovation Through Shared Experience:
Living a Day in the Life of a Financially Underserved Individual
Living a day in the life of another and experiencing their challenges as your own is a true lever for inspiring and creating change. In this session, learn how professionals across many sectors came together to live a day in the life of a financially underserved individual. We will discuss the unique approach and intentional combination of participants as a strategy to build empathy for and catalyze solutions to a societal problem with bottom line implications.

Andrew Johnston
Consultant, Financial Services, C Space

Theresa Schmall
Manager, Center for Financial Services Innovation (CFSI)
Staying Ahead of the Competition: Competitive Analysis for Product & Market Professionals
This session is designed for product managers, researchers, and business
professionals who need to monitor the competitive landscape and maintain an
accurate picture of the competitive battleground. In addition to understanding
your current competitors (and their products), you must also have some
hypotheses about where future competitive entrants will emerge. In this
session, attendees will be guided through the various elements of robust
competitive analysis, common approaches and frameworks and where and
when to apply them for timely and accurate monitoring of competitive threats.

Susan Loconto Penta
Co-Founder and Managing Partner, MIDIOR Consulting
Managing Your Research From Plan to Real Life: Yes, Technology Helps
As researchers, we are constantly looking for ways to bring in technology to improve our project and product outcomes. In this case study, we will explore how embracing technology allowed for an agile approach to a challenging and complex research project. It also provided real clarity on client direction and deeper customer insights.

Joan Seamster
Partner, McConchie & Seamster

Deborah McConchie
Partner, McConchie & Seamster

Garnette Weber
Co-Founder, itracks
Diving for Pearls: How many ideas should you expect in a sample of open text responses?
We will look at verbatims coded by different market
researchers across multiple surveys to measure how many
ideas are identifi ed versus sample size. We explore how
well two curves from linguistics apply to coded concepts as
possible marks for planning sample size before research and
analyzing results. In a short exercise, attendees will review
and independently code a small sample of verbatim responses.
We will then interactively compile the responses to highlight
practical aspects of verbatim coding.

Pieter Sheth-Voss, Ph.D
Founder, Protobi