Case Study: Charles Schwab

After the Loma Prieta earthquake, Charles Schwab, one of America’s leading financial institutions, became even more invested in being able to successfully restore the company’s systems after an emergency or natural disaster. But how do you teach the constant stream of new employees about content that is rather dry and technical when they’re already being deluged with so much information? The real challenge was to get people to pay attention to a training session that’s important, but not exciting.



Reinvigorate the employees on boarding process by infusing corporate training (a dry subject matter) with humor. Instead of a stodgy presentation, get audience thinking and laughing, to understand this critical element of Schwab’s business while also getting to know the people who run it and see how much they care about the company.


Develop the “game show” concept documenting off-site training sessions and film the participants as if they’re going away to summer camp. Since the company shows countless internal videos, I recommended taking a more fun approach.”

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