Deborah S. Bosley, Ph.D

Principal
The Plain Language Group

Deborah S. Bosley is Principal in The Plain Language Group and professor of English at UNC Charlotte. A long-time believer that good writing is good business, she has spent the past 20 years helping corporations, government agencies, and non-profits create written information that is easy for people to understand and use.

In addition to plain language work for financial services’ companies, Dr. Bosley works with public companies to meet the SEC requirements for plain language in proxy statements, Compensation Discussion and Analysis, Management Disclosure Analysis, and 10-Ks. Using proven writing and design strategies, training tools, and research results, she also has helped Fortune 100/500 companies achieve a number of critical goals including:

• increase profits, credibility, and customer satisfaction
• exceed SEC guidelines for plain language (10-Ks, CD&As, MD&As, and proxy statements)
• avoid liability arising from confused documentation (Summary Plan Descriptions, HIPPA, etc.)

Dr. Bosley has given more than 100 presentations to business, government, and non-profit organizations in the U.S., Mexico, England, Spain, Ireland, Germany, and France. The author of three books and more than two dozen articles on issues related to clear communication, she was a panelist on Get Noticed: Writing Effective Financial Privacy Notices sponsored by the Federal Trade Commission, the Securities Exchange Commission, and the Federal Treasury, among others. Currently, she serves on the boards of the Center for Plain Language in Washington, D.C. and the Association for Professional Communications Consultants.

In July 2009, Dr. Bosley was interviewed for Investment News, the Wall Street Journal This Weekend radio broadcast, the Pittsburgh Post Gazette, the Omaha Herald, the New Jersey Star Ledger, and other media.

Sanjib Kalita

Senior Vice President
Citigroup

Sanjib Kalita is a Senior Vice President in Citigroup's Credit Cards business. He is currently focused on reengineering the credit card business model in light of recent legislative and regulatory changes. In prior roles at Citi, he has been responsible for loyalty marketing for a portfolio of 15 million customers. By creating and executing a turnaround strategy for one the largest card portfolios in the industry, he generated results of more than $500 million in annual incremental profit, and managed business development leading to several long-term, multi-million dollar contracts.

Prior to joining Citi, Mr. Kalita worked as a management consultant at Peppers and Rogers Group, in brand management at Bristol-Myers Squibb, and as a computer chip designer at Intel. He has a Bachelors and Masters in Electrical Engineering from Cornell University, as well as an MBA from the Kellogg School of Management at Northwestern University.

David Maher

Vice President, Fulfillment & Technology Management
Fidelity Investments

David Maher is Vice President of Fulfillment & Technology Management at Fidelity Investments, where he is responsible for developing and managing print and electronic fulfillment channels for a number of Fidelity’s operating companies. In this position, he led the development of the industry’s first print-on-demand fulfillment applications and eFulfillment capability. He also currently manages the outbound email channel at Fidelity, which is responsible for communications directed to individuals.

Mr. Maher has worked at Fidelity for more than 20 years and has held a variety of positions in product management, marketing communications, competitive research, and business analysis. He also recently served as Chairman of the Investment Company Institute’s Shareholder Communications Committee.

Mr. Maher earned a Bachelor of Arts degree from Miami University in 1985, graduating with majors in Economics and Political Science. He also received a Masters of Arts degree from Miami University in 1986, in Economics.