FINANCIAL PLANNING ASSOCIATION 2016 Partner Kit FPAPK120915

Transcription

1 FINANCIAL PLANNING ASSOCIATION 2016 Partner Kit FPAPK120915

2 FINANCIAL PLANNING ASSOCIATION 2016 Partner Kit TABLE OF CONTENTS A note from Lauren Schadle...3 Institutional Membership...4 Member Advantage Program Events Retreat...7 Major Firms Summit...8 Major Firms Symposium...9 BE Baltimore...11 OneFPA Chapter Leaders Conference...16 Webinars Calendar...18 Contact information...19 Note: Please inquire regarding multi-year contracts and custom sponsorships.

3 A NOTE FROM LAUREN SCHADLE As the largest professional membership association for CERTIFIED FINANCIAL PLANNER (CFP ) professionals, the Financial Planning Association (FPA ) exists to support our members in their desire to be the best financial planning practitioners in the profession. By working together to forge partnerships that support practitioners, FPA and our valued partners can have a profound impact on financial planners and the profession. Through partnerships with companies like yours, together we are able to enhance the body of knowledge that drives the profession while directly impacting the bottom lines of practitioners and their businesses. While FPA has always endeavored to work collaboratively with outside companies and organizations, we are currently designing new strategies to develop partnerships that are more sustainable and mutually beneficial to FPA and our partners. Partnering with FPA enables the association to deliver on its goal of being the recognized and unquestioned professional membership resource and advocate for CFP professionals and the influential force in elevating CFP professionals throughout their careers. With a focus on delivering impactful value through professional development, business success, advocacy and community, FPA and our partners can join forces to meet the needs of practitioners today. As you consider your opportunities to work with FPA and the nearly 25,000 professionals who call FPA their professional home, consider how your organization can directly support the four service lines that drive the value of FPA affiliation. PROFESSIONAL DEVELOPMENT: Be the authoritative source of knowledge about the practice and profession of fi nancial planning while cultivating the body of knowledge in the fi nancial planning profession. BUSINESS SUCCESS: Facilitate the success of our members by providing relevant and timely programs and services that meet, anticipate and exceed their needs. ADVOCACY: Promote FPA and FPA members as the credible voice in fi nancial planning. COMMUNITY: Unify the diverse communities within the fi nancial planning profession and serve as the community that brings together all CFP professionals and those who support their success. On behalf of FPA, our chapters, members and staff, thank you for considering how your organization can partner with FPA and how together we can positively impact the profession in the years ahead. LAUREN SCHADLE Executive Director / CEO Financial Planning Association 2016 Financial Planning Association (FPA ) 3

4 INSTITUTIONAL MEMBERSHIP Institutional Membership is the most effective way to present your products, services and expertise to FPA s diverse membership of fi nancial advisers. Not only does Institutional Membership give your company visibility through FPA s exclusive member channels, but is also the best way to show your company s commitment to financial advisers, financial planning and the fi nancial planning profession. INSTITUTIONAL MEMBERSHIP OPPORTUNITIES GOLD SILVER Complimentary individual FPA memberships to use at your discretion for employees or clients % discount on additional individual memberships Yes No Use of the FPA membership mailing list 3x 1x Posting of your firm s content in our White Paper Library 10x 5x Sponsored webinar 1 st 200 attendees 1 st 100 attendees 20% discount on FPA s Journal of Financial Planning ad insertion plus bonus insertion Yes Yes Discount priority booth space at FPA s conferences Yes Yes Annual listing in the online Products and Services Directory Yes Yes Monthly Classified Listing in the Journal of Financial Planning Institutional Membership Directory Yes Yes Receive a contact list of all 93 local chapters for speaking and sponsorship opportunities Yes Yes Use of the FPA Institutional Member logo Yes Yes Lowest price guarantee on all published conference registration rates Yes No Membership Cost $8,500 $4,500 INSTITUTIONAL MEMBERS RECEIVE: Opportunity to directly support and positively position your organization with nearly 25,000+ FPA members Networking opportunities at the national level along with direct access to local FPA chapters throughout the US Exclusive discounts on exhibits, events, webinars, sponsorships, 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 Use of the FPA Institutional Member logo with which to show your support of the financial planning profession For more information on Institutional Member Membership please visit: Financial Planning Association (FPA ) 4

5 MEMBER ADVANTAGE PROGRAM Product and service fi rms, education providers, and consultants are eligible to participate in our Member Advantage Program (MAP). This opens a wealth of opportunities to position your products and services at the forefront of our member communications. We highlight your services in a variety of digital and print pieces, depending on your level of commitment and acceptance into the Member Advantage Program. PARTNERSHIP LEVELS There are four tiered levels of partnership, and each require minimum commitments. The higher the tier, the more exposure you will receive from FPA. Partners and offers are subject to FPA review and approval on an annual basis. Partners are held to FPA s minimum customer service standards. Click the tiers below to learn more about the requirements, expectations, and marketing at each level: Top Partners (maximum of 4 firms): minimum spend of $50,000 annually + revenue share with FPA Prime Partners (maximum of 10 firms): minimum spend of $30,000 annually + revenue share with FPA Core Partners (no cap): minimum spend of $6,000 annually with enhanced marketing for revenue shares Discount Partners (no cap): marketing fees and revenue shares approved via pro-forma submission Schedule a call with FPA to learn more about each level and select the tier best suited for your firm. APPLY FOR PARTNERSHIP JESSICA FLYNN Corporate Relations FPA Member Advantage Program JFlynn@OneFPA.org $ For more information on the Member Advantage Program please visit: Financial Planning Association (FPA ) 5

6 ADVERTISING WITH MEMBER ADVANTAGE PROGRAM ARTWORK SPECIFICATIONS High resolution.pdf,.eps, or.jpg fi les accepted. See sizes below. AUGUST 2015 Your Membership Advantage Sponsored By: As of FULL PAGE WITH BLEED Bleed size: 8.25 x Trim size: 8 x 10 Live area: 7.5 x PAGE SPREAD Bleed size: x Trim size: 16 x 10 Live area: 15.5 x = 2/3 PAGE 4.5 x 9 2 = 1/3 PAGE VERTICAL 2 x 9 1 = 1/3 PAGE SQUARE 4.5 x = 1/2 PAGE HORIZONTAL 7 x 4.5 1/2 PAGE ISLAND 4.5 x Financial Planning Association (FPA ) 6

7 2016 EVENTS FPA RETREAT April Phoenix, AZ The Wigwam FPA Retreat 2016 is the conference for firms that want to connect with experienced planners who typically handle high net-worth clients. This is the opportunity for your organization to gain access to the top financial planning professionals who gather on an annual basis to learn from each other, gain from your expertise, share best practices and discuss the future of the profession. FPA RETREAT 2016 SPONSORSHIP OPPORTUNITIES SPONSORSHIP TYPE PRESENTING ASSOCIATE EXHIBITOR Opportunities available Recognition in all conference marketing, advertising, promotions Verbal recognition during conference On site recognition includes sponsor specific banner and easel Speaking opportunity 1 Educational session* 1 Educational session* SOLD OUT 2015! Conference bags logo Conference bags literature One 6' table top exhibition space One use of pre attendee mailing list One use of post attendee mailing list Logo recognition in Journal of Financial Planning for Retreat Logo recognition/company description with link featured in Retreat Mobile App Logo recognition/company description with link featured on FPA Retreat website Logo recognition in onsite guide program Registrations Institutional Member Cost $24,500 $14,500 $11,500 *Topics must be pre-approved by FPA For more information on FPA Retreat 2016 please visit: FPARetreat.org 2016 Financial Planning Association (FPA ) 7

8 2016 EVENTS MAJOR FIRMS SUMMIT TBD New York, NY 2016 MAJOR FIRMS SUMMIT The Financial Planning Association (FPA ) builds relationships and designs services based on a commitment to serve institutions and firms that deliver fi nancial planning. We offer you and your representatives the opportunity to engage with a community of like-minded professionals, participate in world-class educational events and have unbridled access to the world of financial planning through a variety of strategic offerings designed exclusively for large fi rms who are committed to professionalism in fi nancial planning. FPA offers multiple points of engagement: Major Firms FPA offers a unique community that provides networking opportunities, the ability to connect with industry experts, as well as the opportunity to share challenges and best practices. For further sponsorship information regarding date, location and pricing please contact Lucy Solomon at LSolomon@OneFPA.org or MAJOR FIRMS SUMMIT For more information on Major Firms please visit: rms 2016 Financial Planning Association (FPA ) 8

9 2016 EVENTS MAJOR FIRMS SYMPOSIUM September 13 Baltimore, MD Hilton Baltimore MAJOR FIRMS SYMPOSIUM SPONSORSHIP OPPORTUNITIES Position your company with senior executives representing multiple channels in the fi nancial services industry. The Major Firms Symposium creates a forum for corporate level executives, directors and VPs to network, share the best practices, stay abreast of industry issues and address key industry issues. As a sponsor of the Symposium, your brand will be recognized as the provider of quality content to our attendees. This sponsorship also affords product and service providers the opportunity to further develop and enhance products based on feedback from key industry players. PREMIER SPONSOR Top billing, face-to-face brand exposure with a high-level audience of senior executives charged with building fi nancial planning within large fi rms. These executives are able to attend the Symposium free of charge due to the support of the sponsor. Opportunity to deliver an educational presentation to symposium attendees. Logo recognition on the website, invitations, promotions and within the event, as the cocktail reception sponsor MARKETING & PROMOTIONAL EXPOSURE Top billing logo recognition in all advertising promoting registration for the Major Firms Symposium Top billing logo recognition with URL link on the event information page 2016 Major Firms Symposium Sponsor signs to be prominently displayed during the Symposium, in the common areas of the pre-conference event, and at the location of the Symposium Marketing exposure in conference materials: Opportunity to provide literature to all attendees of the Symposium FPA will work with Premier Sponsors to design your educational session and incorporate them into the overall symposium agenda. For further information regarding date, location and pricing please contact Lucy Solomon at LSolomon@OneFPA.org or For more information visit: Financial Planning Association (FPA ) 9

10 2016 EVENTS MAJOR FIRMS SYMPOSIUM September 13 Baltimore, MD Baltimore Hilton SUPPORTING SPONSORSHIP Face-to-face brand exposure with an audience of senior executives charged with building fi nancial planning within large fi rms. These executives are able to attend the Symposium free of charge due to the support of the sponsor. Includes opportunity to participate on a panel discussion related to companies expertise SPONSORSHIP OPPORTUNITIES Logo recognition in all advertising promoting registration for the Symposium Logo recognition with URL link on the event information page 2016 Major Firms Symposium Sponsor signs to be prominently displayed throughout the Symposium Audio acknowledgement during the event expressing appreciation for sponsorship Marketing exposure in conference materials Opportunity to provide literature to all attendees of the Symposium COMPLIMENTARY REGISTRATIONS BENEFIT Two complimentary registrations to the FPA Annual Conference Baltimore 2016 in addition to any complimentary registrations received for booth purchases or other packages SPONSORSHIP COST Institutional Member Only Rate: $10,000 For more information visit: Financial Planning Association (FPA ) 10

11 2016 EVENTS BE BALTIMORE September Baltimore, MD Baltimore Convention Center CONFERENCE OVERVIEW The FPA Annual Conference BE Baltimore 2016 is the largest concentrated gathering of fi nancial planning professionals in the United States. This is your opportunity to gather with your target market at one place, at one time. Increase your exposure at BE Baltimore 2016 to gain the competitive edge over your competition. BE Baltimore 2016 has a variety of sponsorship opportunities created to generate face-to-face interactions with financial professionals and advisers who are actively looking for your products and services. High Impact Sponsorships Technology and Communication Sponsorships Hospitality Sponsorships ATTRACTING HIGHLY QUALIFIED BUYERS AND DECISION MAKERS Decision Makers: 59% of attendees are in a decision-maker role Chief Executive Offi cer Partner President Sole Proprietor ATTENDEES: 1,500 2,000 FINANCIAL PLANNING PROFESSIONALS AND ADVISERS Experience: Over 50% of attendees have 15 years of experience or more in the fi nancial services industry. Clientele: 90% of attending RIAs work with high-net worth clients. AUM: Over 60% of attending RIAs have AUM of $100MM or more. For more information on BE Baltimore 2016 please visit: FPA-BE.org 2016 Financial Planning Association (FPA ) 11

12 2016 EVENTS BE BALTIMORE September Baltimore Convention Center AREA OF SPECIALTY SERIES 1 21% 13% 19% 6% 21% 14% 1% 3% 1% COMPRE- HENSIVE FINANCIAL PLANNING FUNDING EDUCATION INVESTMENT ASSET MANAGEMENT LIFE PLANNING RETIREMENT PLANNING INSURANCE BUSINESS TAXES PERSONAL TAXES OTHER SPECIALTY For pricing and a full list of benefits please see next page. For more information visit: FPA-BE.org 2016 Financial Planning Association (FPA ) 12

13 2016 EVENTS BE BALTIMORE September Baltimore Convention Center BENEFITS GOLD SILVER BRONZE Concurrent Sponsored Speaking Session (date/time based on your sponsorship level) X X X Exhibition space 10x20 10x10 10x10 Registrations 5 (includes speaker) 4 (includes speaker) 3 (includes speaker) Literature and giveaway placement within attendee bags X X Opportunity to reserve space to host a VIP gathering at the headquarter hotel X One use of pre attendee mailing list (excludes addresses) X X X One use of post attendee mailing list (excludes addresses) X X X Advertisement in onsite program guide Advertisement in Journal of Financial Planning (Conference Edition) 1 Full Page Color Advertisement 1 Full Page Color Advertisement Mobile Application Push Notification to all conference attendees 3 time use 2 time use 1 time use Logo displayed on large screen prior to general sessions X X X On site recognition includes conference signs X X X Logo placement on attendee bags X Logo recognition in Journal of Financial Planning FPA BE issue X X X Logo recognition with link featured on the FPA Annual Conference website and the mobile application X X X Logo in onsite program guide X X X Amenity of your choosing (wi-fi, hydration station, power to go, receptions, lunches) X X PRICE $50,000- $60,000 $30,000- $50,000 $20,000- $30,000 For more information visit: FPA-BE.org 2016 Financial Planning Association (FPA ) 13

14 2016 EVENTS BE BALTIMORE September Baltimore Convention Center ADDITIONAL BE PROMOTIONAL SPONSORSHIPS EXHIBIT BOOTH SPACE 10x10 exhibit booth space of your choice includes: pre and post attendee list along with mobile application recognition Two full conference attendee registrations Cost: Institutional Members $8,500 Non Members $10,500 UPGRADE YOUR BOOTH SPACE Increase your exposure for the best-possible conference experience and upgrade your booth size. Please contact Lucy Solomon at for any exhibit booth inquiries. Institutional Member Cost: 10x20 $13,500 10x30 $18,500 20x20 $23,500 For more information visit: FPA-BE.org 2016 Financial Planning Association (FPA ) 14

15 2016 EVENTS CHAPTER LEADERS CONFERENCE November Broomfi eld, CO Omni Interlocken Hotel WHY SHOULD YOU SPONSOR THE FPA CHAPTER LEADERS CONFERENCE? Gain face-to-face exposure to 300 chapter leaders representing 90+ FPA Chapters and the national leadership board Increase your impression beyond the typical conference to reach leaders that host conferences and local chapter meetings of 50 to attendees Develop partnerships with volunteers that are committed and involved leaders in the profession who can assist you in opening new doors and opportunities to connect on a regional and local level SPONSORSHIPS INCLUSIONS: Two complimentary registrations One six foot display booth in a prominent location MULTIPLE INTERACTIVE ACTIVITIES: Two receptions held in the exhibit area Chapter Awards Dinner each sponsor will have a designated table Access to the entire educational program Energizing Alliances 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 PRICING EXHIBIT BOOTH Tabletop 8 x 6 exhibition space. Institutional Member Cost: $10, Financial Planning Association (FPA ) 15

16 WEBINARS FPA s Webinar platform is one of our most popular and cost effective marketing channels for fi nancial services organizations. Webinars are educational sessions delivered to homes and offices around the country to hundreds of financial services professionals. Depending on presentation topic and approach, webinars may be eligible for CFP continuing education, and our staff will work with your organization to add value to your webinar to create the CE submission package. SPONSORED WEBINARS As a sponsor, your company is able to present compelling content and showcase your unique knowledge and capabilities to a national audience in a cost-effective manner. The benefi ts of sponsoring an FPA webinar allows your organization to: Reach hundreds of your target audience without travel costs Offer valuable CE credit to attendees Replay on-demand session 24/7 for participants convenience FPA WEBINAR SPONSORSHIPS COST $20 per attendee or $7,500/session (Institutional Member) $25 per attendee or $10,500/session (non-member) For more information on Webinars please visit: fpanet.inreachce.com 2016 Financial Planning Association (FPA ) 16

17 2017 EVENTS BE NASHVILLE 2017 October 2 4 Nashville, TN FPA RETREAT 2017 April Atlanta, GA Château Élan For more information visit: Financial Planning Association (FPA ) 17

18 CONTACT MICHAEL AVILA Manager, Advertising Sales , Ext BUFFY FLETCHER Corporate Relations Coordinator , Ext CHRISTIAN MILLS Manager, Western Region , Ext JESSICA FLYNN Manager, Strategic Alliances , Ext LUCY SOLOMON Internal Sales Consultant , Ext CONTACT CORPORATE SALES AT: OR , option Financial Planning Association (FPA ) 18

19 7535 East Hampden Avenue, Suite 600, Denver, CO OneFPA.org Contact corporate sales at: OR , option Financial Planning Association (FPA )