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.

WASHINGTON, DC

Thought Partner led the design and strategic planning for Edelman Financial Engines’ Client Advisory meeting in Washington, D.C., centered on the theme “Cultivating Next.” Held in the nation’s capital, the meeting emphasized the importance of listening across perspectives and building toward a shared future, while intentionally maintaining a tone of political neutrality. Thought Partner designed the event’s materials and structure to foster connection, clarity, and trust, using visual cues and discussion tools to support inclusive dialogue among a diverse group of clients. The result was a thoughtful, grounded experience that reflected both the weight of the moment and the firm’s long-term vision.