2018 fpa partner kit - onefpa.org · fpa partnership opportunities onefpa.org/partnerwithfpa | 5...

2018

FPA PARTNER KIT

FPAPK2018V13

FINANCIAL PLANNING ASSOCIATION® (FPA®)

OneFPA.org/PartnerWithFPA | [email protected] | 800.322.4237 Opt. 5

https://www.onefpa.org/PartnerWithFPA/Pages/default.aspx

mailto:CorporateSales%40OneFPA.org?subject=Partnering%20with%20FPA

FPA Partnership Opportunities OneFPA.org/PartnerWithFPA | 2

AUM

The Financial Planning Association® (FPA®) is the principal professional membership organization for CERTIFIED FINANCIAL PLANNERTM (CFP®) professionals who seek advancement in a growing, dynamic profession. Through a collaborative effort to provide members with One ConnectionTM to tools and resources for professional development, business success, advocacy and community, FPA is the indispensable force in the advancement of today’s CFP® professional.

MEMBERSHIP OVERVIEW 22,000+Total Members

16,835 Total CFP® Members (73%)

CAREER STAGE

25% 45% 27%Early Mid Advanced

FIRM AFFILIATION AND/OR REGISTRATION

FPA ANNUAL MEMBERSHIP STRATEGY

The New Membership Make-Up

FPA membership has been in a state of evolution for some time. More planners are entering the field mid-stage in life and many younger planners are diving straight into owning their own business. While fee models continue to evolve, it appears planners using commission-only structures are declining in number.

CHANGING DEMOGRAPHIC

This changing demographic creates new opportunities for FPA to offer differentiated services, but we have a lot more to understand about the evolving needs of our members. In short:

2

AN EVO LUTIO N

√ Responding members are broadly 50 years of age and younger, which is

lower than the average age of overall FPA membership

√ Half of respondents indicated they are affiliated with an RIA, which may mean they are an RIA themselves or that they are affiliated with an RIA firm

√ More than 50 percent own their own business, and more than 70 percent

are in the early-to mid-stage of their career

√ Just over half of respondents say they are fee-only, while just under half report using a hybrid model

Page5

SGAnalytics|Confidential&Proprietary

StudyDemographics

Q6_Whichofthefollowingbestdescribesyourfirmaffiliationand/orregistration?

RIA

IndependentBroker-Dealer

Dually-Registered

52% 50%

26% 21%

14% 14%

Other 12% 17%

HalfofmembersareRIAoperators,dominatingtheFPAmembershipprofile.

Survey2Survey1

Wirehouse 4% 4%

Base:Allrespondents,Survey1&2,byAUM

Group BGroup A

Base: All respondents, Group A and Group B, by AUM



FPA membership has been in a state of evolution for some time. More planners are entering the field mid-stage in life and many younger planners are diving straight into owning their own business. While fee models continue to evolve, it appears planners using commission-only structures are declining in number.

CHANGING DEMOGRAPHIC

This changing demographic creates new opportunities for FPA to offer differentiated services, but we have a lot more to understand about the evolving needs of our members. In short:

2

AN EVO LUTIO N

√ Responding members are broadly 50 years of age and younger, which is

lower than the average age of overall FPA membership

√ Half of respondents indicated they are affiliated with an RIA, which may mean they are an RIA themselves or that they are affiliated with an RIA firm

√ More than 50 percent own their own business, and more than 70 percent

are in the early-to mid-stage of their career

√ Just over half of respondents say they are fee-only, while just under half report using a hybrid model

Page5

SGAnalytics|Confidential&Proprietary

StudyDemographics

Q6_Whichofthefollowingbestdescribesyourfirmaffiliationand/orregistration?

RIA

IndependentBroker-Dealer

Dually-Registered

52% 50%

26% 21%

14% 14%

Other 12% 17%

HalfofmembersareRIAoperators,dominatingtheFPAmembershipprofile.

Survey2Survey1

Wirehouse 4% 4%

Base:Allrespondents,Survey1&2,byAUM

Group BGroup A

Base: All respondents, Group A and Group B, by AUMTYPE OF ROLE



C HAN GIN G MARKET

The needs of newer FPA members reflect the changing landscape of the market. Furthermore, we sense the entrepreneurial spirit of newer (not necessarily younger) members and the needs of owners/managers in contrast to those within larger firms. This shi� necessitates that FPA o�er services that support business owners in building a strong client base, and deliver training and professional development that deliver more value in members’ businesses.

3

A N EVOLUT I ON

Page 7

SG Analytics | Confidential & Proprietary

Study Demographics

Q8_Which of the following most accurately describes your role at your firm?

51% 11% 23% 9% 6%

Survey 1

Owner Manager EmployeeSales professional Other

49% 9% 26% 8% 8%

Survey 2

Owner Manager EmployeeSales professional Other

Base: All respondents, Survey 1 & 2, by AUM

Group A

Group B

Base: All respondents, Group A and Group B, by AUM

QUALIFIED RETIREMENT PLANS

of our membership have 10 or more qualified

retirement plans in their block of business31%

of our membership are key decision makers

holding CEO/President/Partner title51%

of our membership own their practice26%

For more information on partnering with FPA, please contact [email protected] or call 800.322.4237 Option 5.

100+ million in Assets Under Management42%

currently use/recommend mutual funds to

their clients80%

currently use/recommend ETF’s to their clients89%




Conferences and Events...........................................4

FPA Major Firms ..................................................4 October 2, 2018 | Chicago, IL

FPA Retreat .........................................................5Apr il 23 - 26, 2018 | Phoenix, AZ

FPA Annual Conference ........................................6October 3 - 5, 2018 | Chicago, IL

OneFPA Chapter Leaders Conference ...................10Fall 2018 | Broomfield, CO

Classic Partnership Program ...................................11

Cornerstone Partners ..............................................12

Member Benefits Partners ..........................................13

NexGen Programs .......................................................14

Media Kit ............................................................ CLICK HERE

ADVERTISING AND PARTNERSHIP OPPORTUNITIES OVERVIEW

For more information on partnering with FPA, please contact [email protected] or call 800.322.4237 Option 5.





MAJOR FIRMSJoin the industry’s leading broker-dealer and financial planning executive community for an afternoon of thought-provoking presentations, impactful discussions, and ample networking opportunities.

Major Firms is designed to bring together financial planning executives from large firms for education, networking and discussion around the future of the profession. This event will focus on current and future industry-wide issues in financial planning. Attendance at the event is by invitation only and there is no cost for the executives to attend.

Partnering with FPA on Major Firms is a great way to position your firm as a thought-leader and resource- provider to key executives of large firms in our industry. This event is the best way to interact with key leaders in our profession.

MAJOR FIRMSOctober 2018 • Chicago, IL

Gathering of senior executives

from leading financial services

firms

70 attendees

PARTNERSHIP COMPONENTS INCLUDE:

Speaking opportunity

Logo recognition on the website, invitations, e-mail promotions and within the event

Opportunity to provide literature material to all attendees in “Welcome Folder”

Two (2) complimentary registrations to FPA Major Firms

Joint Email - 250 words to be included in our “thank you for attending” email

Cost: $10,000

For more information on Major Firms, please contact [email protected] or call 800.322.4237 Option 5.

SIGN UP HERE



https://www.onefpa.org/partnerwithfpa/Documents/MF18-Conference-App.pdf


FPA RETREATApril 23 - 26 • Phoenix, AZ • The Wigwam

FPA Retreat is the event for firms that want to connect with experienced planners who typically handle high net-worth clients. FPA Retreat gives you the opportunity to develop wisdom, gain key practical takeaways and interact with colleagues to make connections that last a lifetime.

FPA RETREAT PARTNERSHIP OPPORTUNITIES

PARTNERSHIP TYPE GOLD SILVER BRONZE

Opportunities available 2 4 8

Speaking opportunity • • •

6’ x 3’ Table top • • •

Pre & post attendee mailing list • • •

Logo recognition in Journal of Financial

Planning for Retreat edition• • •

Logo recognition/company description featured in mobile app and website

• • •

Registrations 5 4 3

Recognition during general session • •

Recognition in conference marketing •

Cost $30,000 $16,000 $12,000

ADDITIONAL OPPORTUNITIES

• Expresso/Coffee Station • Evening Reception

• Camp Fire S’mores • Power Station

• Massage Station • Game Night

The Art andScience of Financial Planning Conference

400Attendees

For more information on FPA Retreat, please contact [email protected] or call 800.322.4237 Option 5.

SIGN UP HERE



https://www.onefpa.org/partnerwithfpa/Documents/RET18-Conference-App.pdf


CONFERENCE OVERVIEW

The FPA Annual Conference is the largest concentrated gathering of CFP® professionals in the United States. This is your opportunity to gather with your target market at one place and time.

Decision Makers: 59% of attendees are in a decision-maker role CEO | Partner | President | Sole Proprietor

Experience: Over 50% of attendees have 15 years of experience or more in the financial services industry.

AUM: Over 60% of attending RIAs have AUM of $100MM or more.

ENGAGEMENT: 80% of attendees visited 3 or more exhibitors.

The largest gathering of CFP®

professionals

1,500-2,000Attendees

FPA ANNUAL CONFERENCE October 3 - 5 • Chicago, IL

SIGN UP HERE

For more information on FPA Annual Conference, please contact [email protected] or call 800.322.4237 Option 5.


https://www.onefpa.org/partnerwithfpa/Documents/AC18-Conference-App.pdf



BENEFITS GOLD SILVER BRONZE

Speaking opportunity • • •

Exhibition space 10x20 10x10 10x10

Registrations 5 4 3

Logo recognition in Journal of Financial Planning for Conference edition

• • •

Logo recognition/company description featured in mobile app and website

• • •

Pre & post attendee mailing list • • •

Recognition during General Session • •

Recognition on conference signage • •

Conference mobile application push notification 2

Advertisement in Journal of Financial Planning for Conference edition

1 Full Page

COST* $75,000 $40,000 $30,000

*Be sure to ask about early bird pricing for up to 30% savings.


FPA ANNUAL CONFERENCE PARTNERSHIP OPPORTUNITIES


SIGN UP HERE





Exhibit Booth $10,000

• Two (2) conference attendee registrations• Pre and post conference attendee mailing list• Mobile app listing

* Be sure to ask about early bird pricing for up to 30% savings.

FINTECH SHOWCASEThe FPA Annual Conference will spotlight technology firms within a new FinTech Showcase, which will includean inviting, exhibit setup, and feature groundbreaking advancements in financial technology.Opportunities for partner-hosted content will be extended to all FinTech Exhibitors, including special conferenceprogramming and a large LED-display wall with both live presentations and pre-recorded videos.

Shared Table Top (32 available) $3,000

Two (2) conference attendee registration• Shared table space (roughly 1 meter wide per exhibit)• Power and wifi (internet line available for additional cost)• Pre and post conference attendee mailing list• Logo recognition/company description (mobile app/web)

Presenting Partner (1 available) $25,000• Three (3) conference attendee registrations• 10x10 Exhibit Booth• Power and wifi (internet line available for additional cost)• Pre and post conference attendee mailing list• Logo recognition/company description (mobile app/web)• Looping video placement on LED wall• Moderate mid-day FinTech breakout session• Prominent branding on FinTech Showcase and breakout session• Featured in pre-conference marketing for FinTech Showcase• One (1) published conference blog post



Exhibit Booth (4 available) $10,000

• Two (2) conference attendee registration• Shared table space (roughly 1 meter wide per exhibit)• Power and wifi (internet line available for additional cost)• Pre and post conference attendee mailing list• Logo recognition/company description (mobile app/web)

Table Top $5,000

• Two (2) conference registrations• Pre and post conference attendee mailing list• Mobile app listing• Six (6) foot table with skirt

EXHIBITOR Engage with those who matter: the decision makers, the influencers, the budget-holders. We are here to help you achieve your goals by reaching more of the right people, with valuable content to optimize your exhibit. See how exhibiting at an FPA Annual Conference can help yo ur company grow the most valuable relationship in business. Increase your company’s visibility among more than 2,000+ attendees decision makers.

SOLD OUT!

SIGN UP HERE





Student Dinner Supporting Sponsors $4,000 PER TABLE

Wednesday, October 3, 2018

• Host one (1) table of eight (8) students• One (1) conference attendee registration• Invitations to all student activities• Contact information for 8 students provided ahead of the conference• Your company will be recognized as the provider of each student’s registration fee for Annual Conference 2018• Recognition, logo and branding for the student dinner• Two (2) minutes to address attendees

Upon Request:• Multiple tables may be purchased (receive package incentives)• Sponsorships may also be split among two firms

New Planner Breakfast Sponsors $10,000

Wednesday, October 3, 2018

200 attendees – students, new planners, NexGen attendees

• Two (2) Annual Conference Attendee Registrations• Invitations to all student activities• Recognition, logo and branding for the breakfast• Up to 5 minutes to address attendees• First right of refusal on next year’s event


STUDENT OPPORTUNITIES Student sponsors will have the opportunity to interact with students in a variety of ways during the FPA AnnualConference. The opportunities outlined below are scalable and allow firms to attract/recruit talent, provideone-on-one or group mentorship support, fill internship programs, and foster lifelong relationships with the nextgeneration of financial planners.


SIGN UP HERE





AMENITY PACKAGES

Make an immediate impression by becoming the Official Partner for a variety of different amenities at the FPA Annual Conference.

All amenities packages (listed below) include the following benefits:• 10’x10’ exhibit booth• Two (2) complimentary FPA Annual Conference registrations• Access to the pre- and post-conference mailing list• Ability to purchase additional conference registrations at a 10% discount• Your sponsor listing located within the conference networking platform (website, mobile app

and general session slides), including your logo, company description and a link to your website• First right of refusal for the chosen sponsorship package for the 2018 FPA Annual Conference

OPENING RECEPTION PACKAGE (EXCLUSIVE) $20,000

• Listed as the “Official Opening Reception Partner” on signage throughout the conference – The Opening Reception will be the first evening of the conference

• One (1) conference mobile app push notification identifying your company as the Opening Reception Partner

• Logo placement at the specified reception

EXHIBIT HALL RECEPTION PACKAGE (EXCLUSIVE) $20,000

• Listed as the “Official Exhibit Hall Reception Partner” on signage throughout the conference – The Exhibit Hall Reception will be held the second evening of the conference

• One (1) conference mobile application push notification identifying your company as the Exhibit Hall Reception Partner


EXHIBIT HALL GRAND OPENING PACKAGE (EXCLUSIVE) $20,000

• Listed as the “Official Exhibit Hall Grand Opening Partner” on signage throughout the conference – The Exhibit Hall Grand Opening will be the first day of the conference

• One (1) conference mobile app push notification identifying your company as the Official Exhibit Hall Grand Opening Partner


HYDRATION PACKAGE (EXCLUSIVE) $25,000

• Listed as the “Official Hydration Partner” on signage throughout the conference

• One (1) conference mobile application push notification identifying your company as the Official Hydration Partner

• Co-branded logo on annual conference water bottle (provided to attendees)

• Customize color of water bottle


ADDITIONAL AMENITIES AVAILABLE

•Espresso Bar •Power Stations •Shoe Shine • Snack Services


SIGN UP HERE





SPONSORSHIP OPPORTUNITIES:

Marquee Level Sponsorship (2 available)

• Maximize your exposure by aligning your brand entirely with the OneFPA Chapter Leaders Conference marketing efforts.

• Maket a splash with full integration: “OneFPA Chapter Leaders Conference Presented By ‘YOUR COMPANY’ and ‘OTHER COMPANY’”

• Full branding outreach in conference promotion to all 1100 invited chapter leaders.

• General session introduction opportunity: 5 minutes on who you are, why you want to partner with the FPA chapters, and introduce the speaker.

• 8’x6’ table top exhibit space

Cost: $30,000

VISUAL RECOGNITION ON SIGNAGE, TABLE TOP BOOTH SPACE, TABLE TENTS AND OTHER MARKETING MATERIALS:

• Onsite program guide

• One-time use of pre-conference attendee mailing list

• One-time use of post-attendee mailing list

• Onsite signage recognition

ONEFPA CHAPTER LEADERS CONFERENCEFall 2018 • Denver, CO

Premier Sponsorship (10 available)

• Be part of the conference with the opportunity to make connections up to 300 FPA leaders, all financial planners from across the country.

• Breakout session introduction opportunity: 5 minutes on who you are, why you want to partner with FPA chapters, and introduce the speaker.

• 8’x6’ table top exhibit space

Cost: $12,000

MULTIPLE INTERACTIVE ACTIVITIES:

• Two receptions—held in the exhibit area

• Chapter Awards Dinner

• Access to the entire educational program

WHY SPONSOR THE CHAPTER LEADERS CONFERENCE? • Develop partnerships with committed volunteers and involved leaders in the profession who can assist you

with opening new doors and opportunities to connect on a regional and local level.

• Increase your impression beyond the typical conference to reach leaders that host conferences and local chapter meetings of 50 to 1000+ members.

For more information on OneFPA Chapter Leaders Conference, please contact [email protected] or call 800.322.4237 Option 5.

SIGN UP HERE



https://www.onefpa.org/partnerwithfpa/Documents/CLC18-Conference-App.pdf


The Classic Partner Program is the most effective way to present your products, services and expertise to the diverse FPA membership of financial advisers. Not only does Classic Partnership give your company visibility through the FPA exclusive member channels, but it is also the best way to show your company’s commitment to financial advisers, financial planning and the financial planning profession.

Cost: $6,000 annually

CLASSIC PARTNERS RECEIVE:

• Opportunity to directly support and positively position your organization with nearly 24,000 FPA members

• Networking opportunities at the national level along with direct access to local FPA chapters throughout the U.S.

• Exclusive discounts on exhibits, events, partnerships, advertising, research and continuing education

• Recognition and visibility with a highly desirable audience of financial services professionals

• Access to online educational opportunities, digital and print advertising including the Journal of Financial Planning

CLASSIC PARTNER PROGRAM

CLASSIC PARTNER OPPORTUNITY

10 Complimentary individual FPA memberships

20% discounted rate on advertising opportunities (emails, advertising, webinars, etc.)

20% discounted rate on Conference Partnerships (Up to $2,000)

15% discount on additional individual memberships

10% discounted rate on Conference Registrations

Four (4) educational content submissions (ex. whitepaper, blog, video)

Two (2) listings on FPA Job Board

One complimentary digital ad in the Journal of Financial Planning (2 months)

One-time access to FPA membership mailing list (excludes email)

Access to Chapter Leader contact information for additional speaking opportunities

Dedicated Account Manager

Access the FPA Media Kit here

For more information on Classic Partnership, please contact [email protected] or call 800.322.4237 Option 5.

SIGN UP HERE




https://www.onefpa.org/partnerwithfpa/Documents/FPA-Classic-Partner-App.pdf


CORNERSTONE AND STRATEGIC PARTNER PROGRAM

Within the context of the critical changes taking place in the financial services industry and based on candid feedback from both partners and members, FPA has designed a strategic, mutually-beneficial approach to its relationships with its largest corporate partners called the Cornerstone and Strategic Partner Program.

FPA will collaborate with these “Cornerstone Partners” to create customized programs that focus on thought-leadership, curated content and member engagement. These are long-term relationships that FPA and its partners will develop and grow based on continuous dialog and analysis of results.

GOALS AND OBJECTIVES

1. Partner with major, national, trusted brands based on shared values to further the FPA strategic directive.

2. Enhance the overall value of membership via thought-leadership, education and valuable insights from

respected subject matter experts.

3. Raise the profile of the profession of financial planning.

4. Promote financial planners as a trusted resource among investors.

5. Provide partnering companies with a seamless way to engage with FPA members.

6. Create a more sustainable business model to ensure the highest quality events, educational content,

research and practice management resources.

PROGRAM COMPONENTS AND OPPORTUNITIES

Cornerstone and Strategic Partners will be able to consistently reach influential FPA members throughout the year with focused, curated content and through a variety of educational events, marketing assets and peer-to-peer forums, including:

• Featured brand presence across FPA

• High visibility partnerships at FPA flagship events such as the Annual Conference, Major Firms, Retreat, and OneFPA Chapter Leaders Conference

• Exposure in the Journal of Financial Planning with a focus on topical subject matter expertise

• Thought-leadership presentations and speaking opportunities throughout the year

• Collaborative research projects

• Opportunities with new custom programs developed collaboratively by FPA and its partners

For more information on Cornerstone and Strategic Partnerships, please contact [email protected] or call 800.322.4237 Option 5.




MEMBER BENEFIT PARTNERS

OFFER YOUR PRODUCT TO OUR MEMBERS WITH CUSTOMIZED MARKETING

Financial planning products and services, education providers, insurance firms, and consultants are eligible for consideration as a Member Benefits Partner. This unlocks a variety of marketing opportunities, which position your firm at the forefront of FPA member communications. FPA highlights quality, preferred or custom services – offered at better than market rates – to FPA members in a variety of marketing channels and packages completely built and managed by FPA. Depending upon a firm’s overall partnership commitment, this can become the most lucrative engagement for any partner with FPA.

Become a Member Benefits Partner, and depending upon your commitment, you may receive:• Promotion in membership communications including newsletters, social media and emails• Invitations to private conference, event marketing and exhibiting opportunities• Exclusive ability to host demonstration webinars for FPA members• Detailed listings in print and digital publications• Discounted print and digital advertising packages• Tactical, results-based recommendations for engaging FPA members• Custom annual FPA marketing plans• Use of the FPA Proud Partner logo

Cost: starting from $2,500 annually* (FinTech firms have additional options – inquire for more details)

For more information please contact [email protected] or call 800.322.4237 Option 5.




NEXGEN PROGRAMS

FPA has identified NexGen as the number one organizational priority for 2018. Firms who share our vision in furthering the future of the profession through students, career tracks, NexGen advisor education and programming, have the unique opportunity to customize a NexGen partnership with FPA. The following opportunities have been identified for 2018 (not all are included here). Please contact FPA to explore more opportunities.

EVENT-BASED

FPA Annual Conference | Chicago, IL | October 3-5, 2018

NexGen Mini Talks - $5,000 (1 available)Host the Mini Talks session. Receive branding on marketing and media surrounding the session and submission process, and participate in the topic selection committee to award 3 NexGen advisors the chance to attend the conference and speak in this session.

NexGen Panel Moderation - $7,500 (1 available) Host a NexGen panel, with topic and speakers selected in tandem with NexGen leadership committee, branding and marketing recognition on the session.

NexGen Lounge - $7,500 (2 available)Branding on the Lounge, select topics for informal conversation within the Lounge, recognition at the Nex-Gen Town Hall, and branding on marketing around the Lounge.

NexGen Party - $7,500 (2 available)Assist in planning the NexGen Party, includes branding and advertising in outreach and invitations to the party.

FPA Retreat Conference | Phoenix, AZ | April 23-26, 2018

Dick Wagner NexGen scholarships - $5,000 (2 available)Introduce a NexGen session, logo and recognition on conference marketing, ability to survey NexGen attendees 1x, recognition in press-related materials and content.

NexGen Strategy Meeting - $5,000 (2 available)Purchase the opportunity to host a private meeting with NexGen influencers at the conference. Food and beverage provided for up to 15 attendees. FPA to facilitate the meeting organization. Includes one conference registration.

NexGen Happy Hour - $3,500 (1 available)Introduce a NexGen session, logo and branding as the exclusive sponsor on conference marketing around the private NexGen Happy Hour.

For more information on NexGen Programs, please contact [email protected] or call 800.322.4237 Option 5.




NEXGEN PROGRAMS

FPA NEXGEN GATHERING CONFERENCE - JUNE 24-26, 2018 | UC - SANTA BARBARA, CA

Buy-Out Price $25,000 (1 available)Provides sole sponsorship for FPA NexGen Gathering Conference.Includes:• NexGen Gathering Supporting Partner• NexGen Gathering Presenting Partner• NexGen Gathering Happy Hour

Gathering Supporting Partner - $5,000 (2 available)Introduce a NexGen session, logo and recognition on conference marketing, ability to survey NexGen attendees 1x, recognition in press-related materials and content. Participation in conference breakouts. Funds the ability to keep the conference low-cost for attendees.

NexGen Happy Hour - $6,500 (2 available)Sponsor the evening NexGen social function which will be customized with your input. Funds the ability to keep the conference low-cost for attendees.

NexGen Presenting Partner - $10,000 (1 available)Includes a Gathering-cultivated keynote presentation. Branding and recognition on all conference marketing. Requires NexGen review and approval of sponsor and presentation before commitments.

Now acception inquiries for 2019 sponsorships.

DIGITAL AND COMMUNITY (YEAR ROUND)

NexGen Surveys - $2,500/per (10 available)FPA NexGen will share a survey of no more than 20 questions to the NexGen community-at-large. Responses will be delivered in raw data format to the sponsor.

Podcast Underwriting Partner - $5,000/monthAll podcasts within the month will feature a commercial and underwriting partner recognition.

NexGen Programming - $10,000 - $20,000, customizedWork with FPA to create custom NexGen educational content delivered in any number of digital formats, with marketing and advertising integration within FPA’s membership communications.

Knowledge Circle Underwriting Partner - $15,000 (1 available)Sit on the monthly Knowledge Circle content curation team and provide insight to upcoming programming. Branding and recognition on Knowledge Circle posts provided.

NexGen Chapter Leaders Grant Program - $10,000 (3 available)Special opportunity to bring NexGen leaders to the table at FPA Chapter Leaders Conference. Create and present a NexGen-cultivated session during a private NexGen meeting at the conference for 30+ attendees. Branding and recognition on conference marketing. Requires NexGen review and approval of sponsor and presentation before commitments.

For more information on NexGen Programs, please contact [email protected] or call 800.322.4237 Option 5.

SOLD OUT!
