
Event Highlight Video
In addition to working on the planning, visual identity, website, promotion and program decks for Barchart's annual FinTech Exchange conferences, I recommended creating an event highlight video that could be used on the website and for future marketing efforts.
Using provided video and interviews, as well as pulling together some onstage program clips, the goal was to show an overview of the event and give viewers a feel for the day, in addition to providing a few topic/content details to keep the video from being too generic.
Services: Suggesting project, concept, editing, final production
Product Overview Video
Barchart won two awards for their technology: one for their Barchart.com app, designed to help users get real-time financial data and news on the go; and the other, for Barchart OnDemand, their easy-to-use financial data APIs.
These two videos highlight key features, content, and how the APIs can be implemented.
After creating the outline and script, we did some simple filming in the office, then I worked with the VO artist, researched b-roll, added the music, and did the final edits/production.
Services: Concept, script, editing, final production

Scripts and Content
When you're doing an event presentation, or need a deck for training purposes, an important first step is deciding on the goal for the project. What's the main message? Who's the audience? What do you want them to know? What should they do next? We'll collaborate to determine that goal, talk over the time limit and other parameters.
For an event, experienced speakers know that reading from a script is the fastest road to boring your audience. Boring means people will look at their watches, check their phones, nod off—so they not only won't hear you, they will have a not-so-positive image of your company as well.
The goal was to create some decks for immediate use, as well as a template the in-house team could use for future events, while incorporating a recent brand update and keeping a sense of hands-on, personalized service. Additional image options, logo and pattern files, fonts, and other visual supports filled out the toolkit created for this coaching consultancy.
Outlines are great. Conversational style is best. Keeping things concise and streamlined, essential.
Whether it's an executive presentation or a sales tool, I aim to create a 'voice' and tone that's in line with the speaker and firm, and work with you to put together content your audience will want to know—and remember.
Services: Video outline, scripts, content, editing, copywriting
Conference Pre-Show Presentation/Video
Program intro for FinTech Exchange, an annual fintancial technology conference based in Chicago and focused on financial markets and trading
Working with the client's three-person marketing team on the planning and launch of this now annual event, services also included visual identity, marketing, website and signage. This program intro presentation, which captured the purpose for the event, referenced participating companies, sponsors, and program topics
FTX participants have included innovative new tech firms (Tableau, Quandl, Trading Technologies, Narrative Science) as well as more well-known names (Google, Amazon, IBM, CME Group, NASDAQ, CBOE, and Nadex).
The event has expanded each year—and continues to sell out.
Services: Concept, research, content, design, final production for presentation decks and videos