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.

NAPA

Surrounded by the agricultural beauty of Napa County, Edelman Financial Engines’ Client Advisory Council came together to reflect on the firm’s strong roots and envision its sustainable future. Thought Partner designed a tailored environment that supported the meeting’s theme, “Cultivating Next,” integrating regional inspiration and thoughtful design details to foster connection and forward-looking conversation. Thought Partner created visuals, materials, and interactive elements that invited participants to engage deeply, share perspectives, and contribute to the firm’s evolving vision.