ACERA Annual Report

Case Study

ACERA Comprehensive Annual Financial Report (CAFR) and Annual Report to Members

 

Client:

Alameda County Employees’ Retirement Association (ACERA), Oakland

Background:

ACERA is the public employees’ retirement organization that manages and administers a $6.6 billion fund for retirees and current employees of Alameda County. For 10 years, Tobi Designs developed the concept, art direction, design and production of the 80+-page CAFR and the 16-page summary report to members.

Challenge:

Before coming to Tobi Designs, the CAFR suffered from choppy editorial that lacked smooth, readable flow. The report’s design was dense and off-putting. While the level of detail had to satisfy Government Financial Accounting Office requirements, senior management knew that most members did not bother to read it. It was a tremendous waste of paper as the CAFR grew to over 120 pages over the years.

Solution:

We kept the larger CAFR book for government filing purposes and also created a much more widely distributed 24-page summary report. We put a copywriter to work making the report more readable and approachable, used pictures of actual association members and used a page layout that created a better balance between text and images.

Results:

We increased readership and acclaim from colleagues at other retirement systems is common.

See more ACERA:

Click to see the 16-page summary Annual Report to Members piece
Click to see all projects for ACERA