M Financial National Advisors Conference

Elevating a High-Touch Event with Polished Design

The Challenge

  • Create a cohesive visual identity for M Financial’s most exclusive annual event

  • Design for top-performing advisors and executives in the high-net-worth financial space

  • Support three days of strategic conversations with branded visuals that feel elevated, timeless, and unified across print and digital

  • Ensure every touchpoint—from invites to on-site signage—reflected the event’s importance and M Financial’s values

The Approach

  • Developed the event logo and full visual system tailored to NAC’s tone: refined, strategic, and future-focused

  • Built an event-specific style guide to ensure consistency across all materials and teams

  • Delivered a suite of branded assets

The Results

  • Delivered a seamless, polished visual identity that elevated the attendee experience from first touch to final session

  • Reinforced M Financial’s reputation for excellence, exclusivity, and innovation

  • Helped set the tone for strategic alignment and meaningful connections across their national advisor network

Creative Lead and Designer

Skills Used:
Design Pitches & Presentations, Typography, Color Theory, Wayfinding, Print, Digital and Experiential Design, Adobe Photoshop, Illustrator, InDesign, Acrobat, Microsoft PPT

Deliverables:

  • Event logo and style guide

  • Email templates and outreach graphics

  • Postcards and pre-event communication

  • PowerPoint templates and custom slide graphics for speaker sessions

  • Elegant wayfinding and signage to support the in-person experience

NAC EVENT STYLE GUIDE

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