INTUIT FINancial literacy Forum
The Financial Literacy Forum series was created to drive adoption of Intuit for Education across K–12 school districts and elevate Intuit’s reputation by showcasing the power of its platform brands. This global experiential program generated top-of-funnel awareness by translating product storytelling into immersive, real-world learning experiences for students and educators.
Spanning five global activations, the Financial Literacy Forum was a free, one-day experiential program designed to equip students with real-world money skills and provide educators with tools and resources to bring financial education to life in the classroom. The experience began with a keynote and featured hands-on breakout sessions highlighting TurboTax, QuickBooks, Credit Karma, and Mailchimp.
The event established a scalable framework that served as a foundation for integrated extensions across Intuit business units, driving 100+ new adoptions and engaging 30,000+ users. Supporting key tent pole moments, including the Super Bowl and other key partnerships, the event amplified earned and owned media to deliver 7.5M+ impressions, 384K+ social engagements, 748 social shares, and 114 national media placements in FY26.
Core Responsibilities
Global portfolio strategy
Concept ideation
Agency management
Event management (end-to-end)
Strategic partnerships
Talent activation
Integrated campaign alignment
Brand impact + metrics
Audience engagement
Experiential visual identity