Performance Trust University Toolkit

Performance Trust University is a three-day education program that is taught ten times a year across the country to regulators, CEOs, CFOs, and portfolio managers. We wanted to improve the customer experience by updating materials and clarifying presenter's content. This resulted in an overhaul of 1,000+ presentation slides and the creation of a custom toolkit box with branded utensils. Previously, attendees received a heavy 3-ring binder with 300 printed pages. Our new toolkit not only decreased waste and resulted in lower shipping costs, but also created turn-key production for the in-house designers.

Role: Designer  |  Team: Dominy Edwards, Mitch Hagan

Performance Trust Capital Partners, 2014