step canada 18th national conference · toronto | june 9-10, 2016 step canada 18th national...

TORONTO | JUNE 9 -10, 2016

STEP CANADA 18TH NATIONAL CONFERENCE

ATTENDED BY OVER 650 SENIOR STEP PROFESSIONALS, CANADIAN AND INTERNATIONAL

2016 will mark STEP Canada’s 18th National Conference. The 18th National Conference will feature more than 60 sought after senior speakers who will discuss the latest trends and developments in wealth management. Organizers are counting on another record-breaking year as they plan two-days’ worth of invaluable, practical, and timely technical material for practitioners in our industry that just simply can’t be found at any other event. The STEP Canada conference has established itself as a must-attend event for domestic and international practitioners and partnering sponsors. Join us June 9-10 for unsurpassed networking and continuing education opportunities.

The conference will be held in Toronto. We will offer attendees two days of engaging proceedings; top speakers from across Canada, the United States, and overseas; the exclusive and robust STEP Canada native conference app that delivers all available presentations and papers; pre-loaded USBs; breakfasts, lunches, health breaks; a traditional conference binder of materials (upon request), an upmarket conference bag, and a chock-full exhibit hall located in the heart of the conference featuring many uniquely specialized industry related organizations.

Parallel streams will allow participants to select sessions that feature the latest developments in trusts and estates as well practical commentary from our panel of experts. Plenary and concurrent sessions will provide practitioners from all disciplines with timely and relevant information that will add value to their practices.

From 2015 attendees:

“The technical content is fantastic. There is nowhere else to get the quality of estate and trust technical content as what STEP puts on every year. “

“The technical content and panel speakers are best in class, STEP member and full-time trust practitioner all issues on point.”

“Annually, this is the best conference expenditure I make.”

“This conference is far and away the best tax conference I attend all year.”

Sponsoring organizations will have many opportunities to highlight their business products, strengthen their business relationships, and forge new bonds with senior specialists in trusts and estates practice.

Sponsors are invited to choose any of the options listed in the following pages, each representing a different level of financial commitment and offering corresponding commercial benefits.

STEP Canada conference opportunities continue…Contact Janis Armstrong, Director of Business Development, STEP Canada: [email protected] – 416.491.4949 x228

SPONSORSHIP OPPORTUNITIES

Sponsorships will be allocated on a first-come-first-serve basis. However, in recognition of their past support, certain sponsors have been offered early renewal of their sponsorship agreements, so some positions are already reserved. Exciting new opportunities and benefits have been added to the 2016 program to meet the needs of our sponsors and attendees.

Read on for details. If you have additional ideas, wish to discuss a customized sponsorship package, or would like to reserve an existing opportunity as listed on the attached pages, please contact Janis Armstrong at the coordinates below.

HST is applicable to all sponsorship fees. All materials used by sponsors at the conference are subject to approval by STEP Canada.

AS AN EXCLUSIVE SPONSOR, YOU ARE ENTITLED TO:

• Prominent display of your logo on the front page of the printed and electronic conference program

• Prominent display of your logo on the conference app

• Acknowledgement of your level of sponsorship on STEP Canada’s website and conference app, with hyperlink back to your organization’s website

• Exclusive 10’ x 10’ exhibit area during the conference to display promotional materials

• Acknowledgement of your sponsorship in the opening proceedings, both verbally and on a large screen

• Insertion of your reasonably sized promotional materials in the conference bag

• Access to the preregistered attendee list (name, organization, and city) one week before conference


https://www.youtube.com/watch?v=fyUrNuPymb0

PLATINUM SPONSOR – $22,000 – RESERVED

Exclusive benefits as noted on previous page plus:

• Exclusive sponsor of Thursday evening’s social event, a reception and dinner at the social event (venue to be announced) for conference attendees, with the opportunity to make a welcome speech and toast

• Your logo prominently displayed on the up market conference bag distributed to all attendees

• Insertion of your promotional materials (not exceeding eight printed pages) in the conference bag

• Your logo prominently displayed on conference binder

• Ten complimentary tickets to the social event

• One branded table at the social event

TECHNOLOGY SPONSOR – $18,000 – RESERVED


• Your logo exclusively on the splash page of the 2015 conference app

• Exclusive sponsorship of the WiFi connection throughout the conference venue

• Exclusive sponsor of 2GB flash drive, which contains conference papers and presentations, distributed to all attendees

• Your logo alongside STEP’s logo on the flash drive

• Your logo on mini-program summary distributed to all attendees for quick reference

• Insertion of your promotional materials (not exceeding four printed pages) in the conference bag

• Eight complimentary tickets to the social event

PRESENTING SPONSOR – $12,000 – RESERVED


• Exclusive sponsor of thank you gifts presented to speakers at the conclusion of every session, with acknowledgement of your sponsorship by the session chair

• Opportunity to include personalized note to speakers with each gift

• Your logo on every registrant’s name tag lanyard

• Your logo on mini-program summary distributed on-site to attendees for quick reference


• Four complimentary tickets to the social event

GREEN SPONSOR – $9,000 – RESERVED


• Exclusive sponsorship of numerous plants and floral arrangements displayed throughout the meeting and exhibit areas

• Your logo on signs in the planters used in many of the displays

• Living back wall of 10 x 10 exhibit space lined with 6’-7’ potted evergreens


• Two complimentary tickets to the social event

PLUS you will receive the benefits outlined in the exclusive sponsorship package of your choice:


PLUS you will receive the benefits outlined in the exclusive sponsorship package of your choice:

Contact Janis Armstrong, Director of Business Development, STEP Canada: [email protected] – 416.491.4949 x228

GOLD SPONSOR – $7,250 – 6 AVAILABLE

Six Opportunities: Three on Thursday; Three on Friday | Major sponsor benefits as noted to the left plus:

• Co-sponsorship of a conference luncheon with acknowledgement of your sponsorship in the opening remarks, both verbally and on a large screen at the appropriate lunch

• Opportunity to make a short welcome speech at the luncheon

• Signage around luncheon area acknowledging your sponsorship


• Up to four guests non-registered guests at the luncheon you sponsor

• Exclusive reserved table at your luncheon with reserved signage featuring your logo

SILVER SPONSOR – $4,750 – 12 AVAILABLE

Twelve Opportunities: Six on Thursday; Six on Friday | Major sponsor benefits as noted to the left plus:

• Co-sponsorship of a continental breakfast with acknowledgement of your sponsorship in the opening remarks, both verbally and on a large screen on the appropriate day

• Signage around buffet breakfast area acknowledging your sponsorship


BRONZE SPONSOR – $3,000 – 18 AVAILABLE

Several Opportunities on Thursday morning, afternoon and Friday morning | Major sponsor benefits as

noted to the left plus:

• Co-sponsorship of a health break, with acknowledgement of your sponsorship before the break and signage in the refreshment area

• Insertion of your promotional materials (not exceeding two printed pages) in the conference bag

• Your logo displayed on the front page of the printed and

electronic conference program

• Acknowledgement of your level of sponsorship on STEP

Canada’s website and conference app, with hyperlink back

to your organization’s website

• Exclusive 10’ x 10’ exhibit area during the conference to

display promotional materials

• Acknowledgement of your sponsorship in the opening

proceedings, both verbally and on a large screen

• Insertion of your reasonably sized promotional materials in

the conference bag

• Access to the preregistered attendee list (name,

organization, and city) one week before conference

PLUS you will receive the benefits outlined in the major sponsorship package of your choice:

AS A MAJOR SPONSOR, YOU ARE ENTITLED TO:

step canada 18th national conference · toronto | june 9-10, 2016 step canada 18th national...

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