Drew Baker
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Performance Trust University

 
 

The Challenge

Creating the best user experience is constantly the goal of Performance Trust Capital Partners (PTCP) when it comes to their three-day education program called Performance Trust University (PTU). This program is taught over ten times each each all across the United States to community financial institutions to equip them with better decision making tools. The challenge with this project was to continually improve the customer experience and to make the preparation process more efficient. There are a lot of moving parts planning this event, and it was our team's goal to get the job done rapidly without sacrificing quality.

SERVICES PROVIDED

Branding

 
 
 
 
 
 
 
 
 
 
 
 
 
Gallery Thumbnails_04PerformanceTrustUniversity.jpg
 

Our Approach

As one of the in-house designers on this project, I helped develop the attendee package that included presentation materials, such as: a guide for each session, personalized materials like name tags and binder covers for each attendee, folders, course and location informational sheets, agendas, and evaluation forms. Each piece of the larger package was critical to get right, as was maintaining a streamlined user experience for each event.

The inability of institutional investors to measure option risks has cost them billions of dollars.
— Nigel Johnson, Director of Performance Trust University, Performance Trust Capital Partners
 

Marketing Materials

PTU's educational focus benefits hundreds of banks and other financial institutions each year. The collateral and materials developed and maintained for this event needed to match the high bar set by the level of knowledge being offered. Our team continually improved these materials, and even have done so since the last event I participated in preparing for. The gallery below include images from one of the more advanced and detailed courses, called Advanced Course, put on by select staff of PTCP.

 
 

SCOPE OF WORk

Branding

Collateral

Marketing Materials

 
 

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