Designing a dynamic agenda and experience for a series of Client Advisory Council meetings

Edelman Financial Engines’ Client Advisory Council meeting series brought together valued clients for intimate, insight-driven conversations in key cities across the U.S. Thought Partner designed the full experience for gatherings in Chicago, Washington DC, and Napa—shaping the agenda, visuals, and spatial narrative to reflect each location and theme. Each meeting was crafted to deepen connection, spark dialogue, and strengthen alignment between Edelman Financial Engines and its most trusted stakeholders.

CHICAGO

‍Thought Partner shaped the agenda, experience, and visual language for Edelman Financial Engines’ Client Advisory Council gathering in Chicago, centered on the theme “Generation Next.” The meeting explored how generational identity and life stage influence expectations around financial advising. Drawing inspiration from the nearby Museum of Contemporary Art, we infused the event with a forward-thinking tone through custom visuals and interactive elements. Conversation prompts encouraged reflection on generational dynamics while honoring the diverse perspectives of the firm’s client base.