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2nd Annual NOVEMBER 3RD & 4TH, 2015 NEW YORK Media Kit and Sponsorship Packages

Digital Marketing & Analytics with Results that Matter. 2nd Annual Nov 3-4 2015 New York Our annual Digital Marketing for Financial Services Summit is the specialized event for financial services firms eager to modernize how they engage with existing and potential customers. Position yourself as the leading solutions provider for financial services in the US! Connect with high-level digital marketing professionals and decision-makers attending with an eye on technology and ready to make purchasing decisions. Past attendees include: Bank of America // Barclaycard // BBVA Compass // Cambridge Trust Company // Citi // Experian Marketing Services // Farmers Insurance // Franklin Templeton Investments // FTSE // Goldman Sachs // Guardian Life Insurance Company of America // Guggenheim Partners // Guidestone Financial Resources // HK Financial Services // Investors Bank // JP Morgan Chase // Lincoln Financial Group // M&T Bank // MasterCard // Merrill Corporation // New York Life // Pacific Life // Prudential Financial // Regions Financial Corporation // Standard Life // State Street Global Advisors // Sun Life Financial // Transamerica // U.S. Bank //Wilmington Trust Wealth Advisory // Here s what your peers had to say about our event: I think the quality of people is fantastic. I had a lot of great conversations, a lot of great leads for us to be calling on. Broadridge A lot of engagement and a lot of great questions coming from the marketers on really practical topics. It s really kind of reassuring to hear marketers come to the table with sort of hands on actionable tactical questions. It s clear that this is the right audience for us. They are really engaged in the kinds of challenges that we are engaged and focused on. So we had a terrific time talking to them. DemandBase So far it s been great and meaningful. Lots of knowledge sharing and networking. Emily Kirk, Strategy Lead, RKG My company works directly in the digital marketing content space. The attendees are relevant, speakers are relevant, dialogue s been relevant. Ben Cruikshank, Business Development Executive, NewsCred This has been my first event in this market and it s been awesome. Lots of really cool people here, looking to transform their business through providing better digital experiences. It s been a good time. Erin Brodie, VP of Demand Generation, CrownPeak To share a room with Google, Facebook it s really neat to see them talk about what they do every day. We ve attended a number of times now and we will continue because again, this continues to get bigger and bigger and we re seeing bigger stakeholders coming from the likes of the big banks too. They re seeing the value and it s giving us a big booth presence as well. Veriday 40 % - CMO, VP/Director/Manager of Digital Marketing 25 % - Director/Manager of Strategy/Online/Web/Internet/Social Marketing 20 % - Sales, Business Development, Marketing 10 % - Industry Stakeholders 5 % - Consultants Title Breakdown: Audience Breakdown: Past sponsors: 33 % - Investment / Wealth Management PMS 186 Red white outline 27 % - Banks, Insurance, Credit Unions & Credit Cards 14 % - Marketing Agencies 24 % - Technology Vendors

2nd Annual Nov 3-4 2015 New York 3 STRATEGIC WAYS TO BUILD YOUR BUSINESS Meet, network and present to a CAPTIVE audience that includes all the influencers and decision makers that you ve been wanting to meet in one place! Your participation as a sponsor quickly translates to a cost-effective business development opportunity when you engage in FACE-TO-FACE interaction with key prospects and clients. Here are some examples of how our conference, which attracts exactly the audience you want, can help you meet your marketing, sales and business development goals. If your objective is to... > BUILD CREDIBLITY AND SHOWCASE YOUR EXPERTISE Consider a speaking platform customized to demonstrate your company s competencies and thought leadership. Your company executive will be in excellent company alongside our lineup of carefully selected and vetted speakers. The opportunity to participate directly in delivering educational content will increase receptivity to your brand and sales efforts. > GENERATE NEW LEADS Consider hosting an exclusive cocktail reception at the end of Day One for all conference speakers and attendees. Take advantage of the conference content to initiate thoughtful conversations plus connect with leads with genuine interest in the subject area. You will also receive complimentary passes for your staff to attend and network. Access to the speaker and attend list allows you to continue your business development and marketing efforts post-event. > INCREASE BRAND RECOGNITION Consider the marketing exposure you will receive through our print and digital efforts to our internal database of 10,000 professionals, as well as via our partnership with prominent industry media entities. You will get weeks of pre-event exposure to your target audience. Think of it as a consolidated media buy! We can help you achieve your business development, marketing and sales objectives LIMITED AVAILABILITY! Contact us today on the benefits, opportunities and customization available to your firm. Contact us Today! 1 (866) 298-9343 Ext. 200 opportunities@strategyinstitute.com

OBJECTIVE-DRIVEN PACKAGES TO ATTAIN YOUR BUSINESS DEVELOPMENT GOALS Achieve your business development objectives MAXIMUM OUTCOME (Title Sponsor) Give your target audience a comprehensive experience of your brand. Demonstrate your thought leadership, showcase your products/services, plus generate qualified leads. Be rated number one at this elite event. THOUGHT LEADERSHIP Designed to highlight your company s authority in a specific area of your choice, and rapidly improve audience perception of your brand as a leader in its field. NETWORKING & LEAD GENERATION Created to quickly develop connections with current and new clients. Placing you at the heart of your community, fast-tracking your influence on your key clients, and generating high quality and instantly actionable leads. BRANDING Crafted to put your company and products/services in the spotlight in front of your core audience. Raising awareness of your company amongst the most important decision makers in the industry, strengthening the perception and reach of your business. Speaking Opportunity Hospitality suite VIP dinner with key prospects and clients (exclusive) Food and beverage host Table top exhibit/booth (First choice in loaction) Conference registration 4 3 2 1 Speaker and attendee list for post-event follow-up Media quotation opportunity plus acknowledgement in pre-conference news release One page insert in conference packet Company logo on all conference marketing and onsite collaterals Company branding and link on conference website, with permanent recognition Branding/inclusion in pre-conference social media communications, print and digital collaterals (Largest size and most prominent placement) (Largest size and most prominent placement) (Largest size and most prominent placement) Recognition during opening remarks (First mention) 20% discount on conference registration for additional staff and guests Opportunities fill up on a First Come Basis > Turn to benefit from more opportunities

PACKAGE UPGRADE OR STANDALONE OPPORTUNITIES Conference Chair Undisputedly the position with the most visibility and leadership! Help create unity for the conference from beginning to end. This position includes a 15-minutes opening speech to kick off the conference. You would be onsite for the two days, providing insights throughout the days, helping to introduce speakers, facilitate questions and answers and more. Please ask to see our Chairperson Handbook for full description of duties. Speaking Platform Dedicated 45-minutes platform for your senior executive to provide an educational presentation and Q&A. High visibility on the conference program plus an excellent way to showcase your industry leadership and expertise to a captive audience. Company Spotlight All eyes on you! Exclusive 10-minute organization presentation to the entire conference audience before Day 1 or Day 2 luncheon. Panel Speaking Participate as a panelist with other industry end-users and/or experts. Session format varies from guided discussion to mini-presentations or a combination thereof. This is a dynamic platform that showcases your personality and expertise alongside other leaders. Panel Moderation Take on a leadership position in moderating a panel discussion. Opportunity to make a short intro to the topic area then guide the panelists in a lively conversation and/or introduce their minipresentations. Facilitate the Q&A plus contribute your own insights to add value. Workshop Host Present a three-hour workshop on a specialized topic area that complements and/or support the conference theme. This would be to a select audience who choose to sign-up for the additional learning. Option to be pre- or postconference depending on relevancy. Rountable Moderator Enjoy an intimate discussion with a group of eight to twelve conference attendees on a particular topic. Help set up the context and facilitate knowledge sharing and exchange. A great opportunity to collect first-hand insights from industry practitioners and contribute to peer learning. Conference Wireless Internet Sponsor Keep everyone connected! Each attendee will receive a branded Wi-Fi card featuring your logo and acknowledging your sponsorship. Charging Station Keep everyone's electronics charged! Charging stations and/or power outlet strips will be set up around the main conference room with your brand highly visible. Conference Lanyard Exclusive branding opportunity. The conference lanyard will hold the registration badge given to all conference speakers, attendees and participants. Your company name or logo will be printed on both sides of the lanyard. Conference Tote High visibility branding opportunity. Include your company logo on the reusable conference tote given to all conference speakers, attendees and participants. Conference materials will be placed in the tote, including one insert from your firm. VIP Lunch An intimate, invite-only lunch for two company representatives plus eight end-users. This is held in a separate room giving you the dedicated face time to strengthen your connections with current and prospective clients. Features a special luncheon menu featuring wine. VIP Dinner An intimate, invite-only dinner for two company representatives plus clients and prospects. Held the night before Day 1, use this relaxed setting to get a jumpstart on building your relationships. Gala Dinner A night of celebration to recognize the accomplishments and successes of key industry participants. A formal event attended by sponsors, partners and conference attendees. Exclusive opportunity to provide a welcome speech to all attendees plus prominent branding and recognition leading up to the event and onsite. Cocktail Reception Host the exclusive cocktail reception after Day 1. Take advantage of the opportunity to engage attendees on topics covered during the day and network in a relaxed environment with hors d oeuvres and beverages. Hospitality Suite Own a space where conference speakers and attendees can enjoy refreshments, sit down comfortably to work and network. Luncheon Host Exclusive sponsorship of luncheon for day 1 or 2. Special recognition leading up to the event and onsite to acknowledge your support. High brand visibility for your investment. Breakfast Host Exclusive sponsorship of breakfasts for day 1 or 2 in the dedicated networking space. This is where all attendees will congregate, an excellent way to enhance your brand visibility. Refreshment Host Exclusive sponsorship of refreshments for day 1 or 2 in the dedicated networking space. This is where all attendees will congregate, an excellent way to enhance your brand visibility. Event Awards Create and recognize industry innovation, best practices and advancement. As the presenting sponsor for an award category, align your brand with industry leaders committed to excellence. An executive from your firm will announce and present to the winner. Pen and Note Pad Extend the lifetime of your branding with high utility items. Pens and notepads branded with your corporate logo will be placed at all tables in the conference room. Enjoy exclusive, high visibility branding. Water Bottles A practical and environmentally friendly gift for all conference speakers, attendees and participants. Your logo will be featured exclusively on the water bottle. Various options for water bottle style and colours. Parking Host Support both local and out-of-town conference attendees who need parking. Receive special acknowledgement in digital and print materials as the official sponsor of conference parking. Earn positive impressions toward your brand.

2nd Annual Nov 3-4 2015 New York Connect with Digital Marketing Professionals from Financial Services in the US, ready to buy! Are you looking to Highlight your unique solutions to an aware and receptive audience Utilize exhibit areas as well as the speaker podium Build face-to-face professional relationship with top decision-makers Gauge market response and learn what the industry is planning