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2019 National CONFERENCE EXHIBITOR & SPONSOR PROSPECTUS October 14-16, 2019 Galt House Hotel Louisville, Kentucky WIFSNational.org/conference

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Page 1: 2019 National · This translates into qualified leads for your company and a substantial return on your exhibit investment. EXHIBIT HALL SCHEDULE For more than 80 years, WIFS has

2019 National C O N F E R E N C E

EXHIBITOR & SPONSOR PROSPECTUS

October 14-16, 2019Galt House Hotel Louisville, Kentucky

WIFSNational.org/conference

Page 2: 2019 National · This translates into qualified leads for your company and a substantial return on your exhibit investment. EXHIBIT HALL SCHEDULE For more than 80 years, WIFS has

INCREASE YOUR IMPACT Optimize your Conference presence with a sponsorship! As a sponsor, your company’s products, services and solutions will be front and center among association members and attendees before, during and after Conference. Sponsorship packages include:

• Pre-event promotion

• Access to the attendee list

• Recognition on the Conference website and App

PLATINUM SPONSOR | $20,000

This premier sponsorship opportunity provides optimal brand exposure leading up to, through and following the three-day National Conference.

• Welcome attendees upon check-in with a branded room key holder

• Logo prominently featured via Conference light displays

• Logo on envelope of Conference registration packet distributed to all attendees

• Sponsor highlight throughout official Conference video

• Three (3) Conference app push notifications

• Highlight in pre- and post-Conference online communications

• Inclusion in National Conference press release

• One (1) highlight in pre-Conference social media post

ACCOLADES & AWARDS LUNCHEON SPONSOR | $15,000

Recognize and celebrate the incoming 2020 National WIFS Board, Woman of the Year, Chapter of the Year and 2019 Circle of Excellence qualifiers! This premium sponsorship recognizes members for their success and shows your support!

• Accolades and Awards luncheon sponsor recognition

• Exposure via branded signs used for Circle of Excellence group photos

• Highlight in pre-Conference communications

• Promoted pre-Conference social media post

• Visibility in all Circle of Excellence program communication

SPONSORSHIP OPPORTUNITIES

Page 3: 2019 National · This translates into qualified leads for your company and a substantial return on your exhibit investment. EXHIBIT HALL SCHEDULE For more than 80 years, WIFS has

NEW! OPENING LUNCH SPONSOR | $10,000

Benefit from exposure to hundreds of Conference attendees during the opening lunch as they network with exhibitors and attendees while enjoying the delicious cuisine Louisville is known for!

• Logo featured on branded signage throughout the lunch location on opening day

• Dedicated exposure via branded napkins and tableware at the opening lunch

• One (1) Conference app push notification

• Highlight in pre-Conference communication and in onsite Conference communication

RECEPTION SPONSOR | $8,500

Conference is all about networking! Reach attendees while they’re socializing with peers and building new relationships.

• Exhibit Hall Opening Reception: Treat attendees to a complimentary cocktail. Your logo will be featured on napkins and cocktail ticket

• Exhibit Hall Closing Reception: Treat attendees to a complimentary cocktail. Your logo will be featured on napkins and cocktail ticket

• Branded signage at all events

NEW! APP SPONSOR | $7,500

Keep your brand front and center throughout Conference as attendees use the Conference app to plan their schedules, network with other attendees, read up on speakers, navigate the exhibit hall and compete in the scavenger hunt!

• Logo on Conference WiFi login page

• Customized WiFi password used by all attendees

• Logo on Conference App splash screen and prominently featured on all pre-Conference App-related communication

• There’s an App for That session sponsor

• One (1) Conference app push notification

• Promoted pre-Conference social media post

• Branded signage at sponsored events and registration area

Page 4: 2019 National · This translates into qualified leads for your company and a substantial return on your exhibit investment. EXHIBIT HALL SCHEDULE For more than 80 years, WIFS has

NEW! MASSAGE LOUNGE SPONSOR | $6,500

The massage lounge is where attendees go to destress and recharge! Help attendees take a break from their mental workouts while enjoying rejuvenating massages from licensed professional massage therapists outfitted in branded uniforms.

• Branded signage throughout lounge and at foot massage stations throughout Conference

• Branded massage therapist attire

• Two (2) Conference app push notifications

MONDAY OPENING KEYNOTE SPONSOR | $5,000

Be part of the main stage action by sponsoring the Conference’s opening main stage speakers’ session.

• On-screen brand recognition

• Opportunity to provide session table gift

• Reserved seating during presentation

• One (1) Conference app push notification

MONDAY CLOSING KEYNOTE SPONSOR | $5,000

Be part of the main stage action by sponsoring Monday’s closing main stage speakers’ session.

• On-screen brand recognition

• Opportunity to provide session table gift

• Reserved seating during presentation

• One (1) Conference app push notification

SPONSORSHIP OPPORTUNITIES

Page 5: 2019 National · This translates into qualified leads for your company and a substantial return on your exhibit investment. EXHIBIT HALL SCHEDULE For more than 80 years, WIFS has

TUESDAY CLOSING KEYNOTE SPONSOR | $5,000

Be part of the main stage action by sponsoring Tuesday’s closing main stage speakers’ session.

• On-screen brand recognition

• Opportunity to provide session table gift

• Reserved seating during presentation

• One (1) Conference app push notification

WEDNESDAY OPENING KEYNOTE SPONSOR | $5,000

Be part of the main stage action by sponsoring Wednesday’s opening main stage speakers’ session.

• On-screen brand recognition

• Opportunity to provide session table gift

• Reserved seating during presentation

• One (1) Conference app push notification

WEDNESDAY CLOSING KEYNOTE SPONSOR | $5,000

Be part of the main stage action by sponsoring the Conference’s closing main stage speakers’ session.

• On-screen brand recognition

• Opportunity to provide session table gift

• Reserved seating during presentation

• One (1) Conference app push notification

JAVA JOLT SPONSOR | $5,000

Conference attendees LOVE coffee! The coffee sponsor is the most talked about year after year. Keep attendees fueled all three days.

• Your logo will be imprinted on coffee cups provided throughout Conference (that’s three days of exposure!)

• Branded, custom signage at Coffee Bar

• Three (3) Conference app push notifications

FAST ’N FURIOUS SPONSOR | $5,000

This high-energy package is all about main stage interactive learning and engagement. Fast ’N Furious is continually rated as our most requested session due to the sharing of strategic business tips. Be where the action is!

• Fast ’N Furious session sponsor

• On-screen brand recognition via branded session timer

• Branded signage at session

Page 6: 2019 National · This translates into qualified leads for your company and a substantial return on your exhibit investment. EXHIBIT HALL SCHEDULE For more than 80 years, WIFS has

NEW! SPEED NETWORKING SPONSOR | $5,000

This fast-paced main platform session is all about making connections! Position your company as one that fosters the building of attendees’ professional networks with this high-profile sponsorship.

• Speed Networking session sponsor

• On-screen brand recognition via branded session timer

• Branded signage at session

• Branded water bottles distributed to all main platform session attendees

ROOM KEY SPONSOR | $5,000

Put your company name and logo in the hands of all Conference attendees via their hotel room keys!

NEW! TASTE OF LOUISVILLE SPONSOR | $5,000

Meet and welcome Conference attendees the night before Conference officially kicks off at this pre-Conference event!

• Dedicated logo exposure on event signage

• Logo featured on napkins used at event

• Branded drink stirrer placed in all drinks

• Signature drink named in your honor

• Logo placement on attendee drink ticket

• One (1) Conference app push notification

SPONSORSHIP OPPORTUNITIES

Page 7: 2019 National · This translates into qualified leads for your company and a substantial return on your exhibit investment. EXHIBIT HALL SCHEDULE For more than 80 years, WIFS has

CONFERENCE JOURNAL SPONSOR | $4,000

Three days of professional development requires taking a lot of notes! Keep your brand front and center for all attendees throughout Conference with this high exposure opportunity.

• Logo included on premium journals distributed at each attendee’s place setting during the opening main platform session

NEW! PHOTO BOOTH SPONSOR | $3,000

Let your brand take center stage with this unique opportunity to be included in every picture taken by attendees at this fun and innovative station!

• Logo on picture frames

• Logo on event signage

• Two (2) app push notifications

PRESIDENT’S CIRCLE SPONSOR | $2,500

Chapters are at the heart of WIFS. Sponsor the Chapter President half-day professional development session at Conference.

• Logo featured on all pre-event and Chapter President communication

• Branded signage at the Welcome Breakfast

PEN SPONSOR | $2,000

Who doesn’t love a good pen when they’re on the go, especially when it’s a gift? Be front and center throughout Conference as attendees take notes during the various sessions.

• Logo on an upscale pen distributed at each attendee’s place setting during the opening keynote session

NEW! LOUISVILLE SLUGGER | $2,000

Ideas explode during every WIFS conference. Sponsor the peanut and popcorn break, keep the energy fueled and the ideas poppin’. Attendees will love snacking on popcorn from your branded bag and grabbing selfies with your branded signage!

NEW! FRUIT BAR | $2,000

During this Conference break, attendees visit the “fruit bar” to customize their healthy afternoon snack. Your logo will be printed on each fruit skewer and prominently featured on branded signs.

HIT THE TRAIL | $2,000

Attendees need fuel to own their destiny, and trail mix fits the bill. Sponsor the Hit the Trail break, where attendees use your branded bag to create their own trail mix.

Page 8: 2019 National · This translates into qualified leads for your company and a substantial return on your exhibit investment. EXHIBIT HALL SCHEDULE For more than 80 years, WIFS has

REACH YOUR TARGET AUDIENCEWomen in Insurance and Financial Services (WIFS) is the only national association dedicated to attracting, developing and advancing women in the profession. Hundreds of female and male financial advisors, agents, representatives, managers, executives, CPAs and attorneys benefit from membership.

Professionals who attend are focused on education and career development and want to learn about your products and services to support their business and career success.

CONFERENCE HOURS MONDAY, OCTOBER 14 11AM – 5:30PM 2.5 Hours of Dedicated Exhibit Hall Time

2 Main Platform Speakers

3.5 Hours of Networking and Professional

Development

TUESDAY, OCTOBER 15 7:30AM – 6:30PM 3 Hours of Dedicated Exhibit Hall Time

6 Hours of Professional Development

3 Networking Events

WEDNESDAY, OCTOBER 16 7:30AM – 12:30PM 3 Hours of Professional Development

2 Networking Events

42% | Insurance

31% | Financial Planning

7% | Investments

11% | Other

4% | Accounting/Banking

4% | Legal

2% | Mortgage

ANNUAL CONFERENCE BY THE NUMBERS

91% of attendees rate Conference as excellent/very good

79% of past exhibitors rate their overall experience as excellent/very good

97% of attendees rate Exhibit Hall products/ services as relevant to their business

172 attendee companies represented

ENGAGING FOUR GENERATIONS...

15%36%

44%

4%

52 – 70 yrs. of age

36 – 51 yrs. of age

18 – 35 yrs. of age

71 – 89 yrs. of age

AFFILIATION

POSITION

MEMBER PROFILE

Advi

sor

Oth

erIndu

stry

Exe

cutiv

e

Affili

ate

6%1% 11%

Man

ager

16% 32%

Atto

rney

4%

Busi

ness

Ow

ner

20%

CPA

1% 9%

Hom

e O

ffice

Sources: WIFS November 2019 membership report, 2017 and 2018 conference survey results.

Page 9: 2019 National · This translates into qualified leads for your company and a substantial return on your exhibit investment. EXHIBIT HALL SCHEDULE For more than 80 years, WIFS has

WHY EXHIBIT? Hundreds of insurance and financial services professionals attend and are waiting to meet you! WIFS National Conference is one of the largest gatherings of women in the industry. This translates into qualified leads for your company and a substantial return on your exhibit investment.

EXHIBIT HALL SCHEDULE

For more than 80 years, WIFS has been committed to attracting, developing and advancing women in the insurance and financial services profession. Members, partners, exhibitors and sponsors benefit from connection and mutual respect for professional development and education-focused interaction rather than career opportunity promotion.

Our community extends gratitude for your support in limiting print and electronic communications to activity that supports our mission when utilizing member and attendee information.

MONDAY, OCTOBER 14

7AM – 10AM Exhibitor Setup

11AM – 12:15PM Opening Lunch in Exhibit Hall

2:45PM – 3:15PM Break With Exhibitors

4:30PM – 5:30PM Opening Reception

TUESDAY, OCTOBER 15

7:30AM – 8:30AM Breakfast in the Exhibit Hall

10:45AM – 11:15AM Break With Exhibitors

5:00PM – 6:30PM Exhibit Hall Closing Reception

7PM – 10PM Exhibitor Breakdown

$1,695 EXHIBIT BOOTH PACKAGE INCLUDES:

• FREE event access for one company representative

• Opportunity to provide an item for inclusion in onsite attendee bags

• 5 ½ hours dedicated time with attendees

• 8’ x 10’ booth with a 6 foot table, back wall and side rail, two chairs, wastebasket and sign

• Listing on the Conference website and in the Conference app

• Opportunity to promote involvement pre- and post-event via use of attendee contact lists

• SAVINGS! Register up to 3 additional booth representatives at a discounted rate of $500 per person

Page 10: 2019 National · This translates into qualified leads for your company and a substantial return on your exhibit investment. EXHIBIT HALL SCHEDULE For more than 80 years, WIFS has

1. Exhibit space is limited, may sell out and is sold on a first-paid basis.

2. Exhibit Hall hours allow time for Conference attendees to visit exhibits of their choice. Refreshments and special events will be offered within the exhibit area.

3. The Exhibit Hall will be located in close proximity to Conference event space and will be easily accessible.

4. Exhibitors are encouraged to provide door prizes to support event initiatives and drive attendee engagement.

5. An 8’ x 10’ exhibit booth with back drape, side rails, table, two chairs, wastebasket and sign will be provided.

6. WIFS maintains an environment focused on career development. Exhibitors and sponsors are to limit general communication and materials to professional development versus career opportunity promotion.

7. Exhibit personnel will be provided name badges. Badges serve as identification and access tickets to Conference events. A fee will be incurred to replace lost badges.

8. Exhibitors are eligible for Conference hotel rates and are responsible for securing reservations and arrangements.

9. All charges for travel, guest rooms, shipping, material handling, special services and other expenses incurred by the exhibitor will be payable by the exhibitor directly to the travel vendor, hotel or to the 2019 Exhibitor Services Company, Alliance Exposition Services.

10. A pre-attendee list will be released by September 16, 2019 for one-time attendee follow-up. Use of this list on a recurring basis is prohibited.

11. A post-attendee list will be provided within two weeks of Conference for one-time attendee follow-up. Use of this list on a recurring basis is prohibited.

12. All attendees will have access to the Conference App, which includes an exhibitor and sponsor company description, web address and contact information. Exhibitors must provide this information no later than August 16, 2019 for inclusion.

13. The exhibitor benefit package cost is $1,695 and includes one attendee registration. Up to three additional booth registrations are available at a cost

of $500 per individual. No partial registration rates, partial event passes or sharing of registration will be permitted.

14. Arrangements for and fees resulting from exhibitor need for electricity or other technology services are the responsibility of the exhibitor.

15. Booth space is assigned by WIFS and will be communicated to exhibitors by September 16, 2019.

16. Exhibitor materials handling services will be provided by Alliance Exposition Services. Expenses are the responsibility of the Exhibitor. All shipments must be processed according to guidelines provided by Alliance. No shipments will be accepted by the Galt House Hotel.

17. Exhibit-related correspondence, including significant program changes, shipping information, mailing list and related information will be sent to the primary exhibitor contact person only.

18. CANCELLATION REFUND SCHEDULE Cancellations must be made in writing to WIFS, 136 Everett Road, Albany, NY 12205

Full Refund: On or before August 19, 2019 50% Refund: August 20 - September 13, 2019 No Refunds: After September 13, 2019 $100 processing fee applies to all refunds.

19. WIFS and the conference property are not responsible for the safety of the exhibitors, their agents or employees, or their property from theft or damage by fire, accident or other causes.

20. Booth decorations must be flameproof and otherwise in compliance with all hotel requirements.

21. Exhibitors or their agents and employees shall not cause damage to the walls or floors of the building, the booths or any equipment supplied to the booths. If damage occurs, the exhibitor will be held liable.

22. Setup and breakdown hours are provided prior to Conference. The dismantling or breakdown of booth setup prior to the designated time will result in a $500 penalty.

23. All purchased booths and sponsorships apply to the current year only and cannot be transferred to future events or opportunities for any reason.

WIFS 2019 EXHIBITOR/SPONSOR AGREEMENT

Page 11: 2019 National · This translates into qualified leads for your company and a substantial return on your exhibit investment. EXHIBIT HALL SCHEDULE For more than 80 years, WIFS has

EXHIBITOR/SPONSOR REGISTRATION

EXHIBITOR/SPONSOR INFORMATION

COMPANY (AS YOU WOULD LIKE IT TO APPEAR ON MATERIALS)

PRIMARY CONTACT PERSON

CONTACT’S PHONE # EMAIL

ADDRESS CITY STATE ZIP

PAYMENT q Check enclosed (payable to WIFS)q Request InvoiceCredit Card: q MasterCard q Visa q AmEx q Discover

NAME AS IT APPEARS ON CARD

BILLING ADDRESS

CREDIT CARD #

EXPIRATION DATE SECURITY CODE

SIGNATURE

q SPONSORSHIP PACKAGE (Select the package you wish to purchase below)

q BOOTH PACKAGE $1,695 (includes one paid registration)

ATTENDEE NAME (AS IT SHOULD APPEAR ON NAME BADGE)

EMAIL

q ATTENDEE 2 NAME (AS IT SHOULD APPEAR ON NAME BADGE)

$500

EMAIL

q ATTENDEE 3 NAME (AS IT SHOULD APPEAR ON NAME BADGE)

$500

EMAIL

q ATTENDEE 4 NAME (AS IT SHOULD APPEAR ON NAME BADGE)

$500

EMAIL

TOTAL FROM BOOTH AND SPONSORSHIP COLUMNS $

EVENT APP LISTING

WEBSITE COMPANY PHONE #

ACKNOWLEDGMENT: Submission of registration indicates acceptance and compliance with WIFS 2019 Exhibitor/Sponsor Agreement and conditions. Exhibitors and Sponsors are responsible for submission of information and fees within published timelines. Fees paid apply to current year only and cannot be carried forward.

Alliance Exposition Services is the official 2019 WIFS show decorator. Phone: 703.528.2001 | www.alliance.com. Exhibit Booths and sponsorships are sold on a first-paid basis.

POLICIES: Cancellations received in writing by August 19 will be refunded in full. 50% refunds extended for written cancellation requests received between August 20 - September 13. There is a $100 processing fee for each refund. Refunds will not be processed for cancellations received after September 13. No exceptions including credit card charge backs. Forfeited fees cannot be applied to future meetings.

PLEASE SEND COMPLETED FORM, PAYMENT AND

VECTOR EPS LOGO BY AUGUST 16, 2019 TO: WIFS National Conference 136 Everett Road | Albany, NY 12205 EMAIL: [email protected] | FAX: 518.935.9232

q Platinum Sponsor $20,000

q Accolades & Awards Luncheon Sponsor $15,000

q Opening Lunch Sponsor $10,000

q Reception Sponsor $8,500

q App Sponsor $7,500

q Massage Lounge Sponsor $6,500

q Keynote Sponsor $5,000 | 5 opportunities Choice: __________________

q Java Jolt Sponsor $5,000

q Fast ‘N Furious Sponsor $5,000

q Speed Networking Sponsor $5,000

q Room Key Sponsor $5,000

q Taste of Louisville Sponsor $5,000

q Conference Journal Sponsor $4,000

q Photo Booth Sponsor $3,000

q President’s Circle Sponsor $2,500

q Pen Sponsor $2,000

q Fruit Bar $2,000

q Hit the Trail $2,000

q Louisville Slugger $2,000

Page 12: 2019 National · This translates into qualified leads for your company and a substantial return on your exhibit investment. EXHIBIT HALL SCHEDULE For more than 80 years, WIFS has

WIFS NATIONAL OFFICE 136 Everett Road | Albany, New York 12205866.264.WIFS (9437) | 518.935.9232 (fax)WIFSnational.org | [email protected]