Upload
lyanh
View
215
Download
0
Embed Size (px)
Citation preview
Sponsorship Information
For more information about sponsorships, contact Rosemary Mignano at (916) 438-4435 or [email protected]
September 23–26, 2018
EDUCATION SUMMIT2018
As to Disney properties/artwork: © Disney
Leveraging the Power of Learning
Disneyland Hotel • Anaheim, CA
& Expo
2 • 2018 Education Summit & Expo Sponsorship Information
About the Conference
The Education Summit & Expo hosts five simultaneously held learning tracks as well as general sessions, creating multiple opportunities to target your message. Whether your company's focus is on credit and lending, finance, human resources, marketing, or technology, this event will bring together bankers interested in all areas.
Held September 23–26 at the Disneyland Hotel in Anaheim, CA, the Education Summit & Expo is one of WBA's largest events. Each year, the conference attracts over 350 attendees representing a multitude of experience levels and banks of various asset sizes.
In addition to educational sessions and networking opportunities, the Education Summit & Expo hosts the Fintech Showcase. This fast-paced series of presentations is your opportunity to join established companies and startups as they showcase their products and services to the conference audience. Furthermore, Innovation Sessions are available which allow you to present your banking solutions to decision-makers during sessions included in the conference's main program. Choose from the following formats: case study, focus group, or Q&A.
2017 Bank Attendees by Asset Size
While the data contained within this prospectus reflects pre-merger profiles, sponsors can expect these numbers to increase in 2018.
2017 Attendees by Titles
0 – 200 Mil
201 – 500 Mil
501 – 1 Bil
1Bil+
Who attends the Education Summit & Expo?
CFO OfficersCOO OfficersCTO OfficersCIO Officers
Banker Attendance Profile
Technology & Operations
CFO & Finance
Credit & Lending
HR & Training
Sales & Marketing
Compliance & Risk
26%
23%
13%
13%
10%
16%
10%
27%
21%
43%
HR OfficersCredit OfficersMarketing OfficersFinance Officers
2018 EDUCATION SUMMIT & EXPOSeptember 23–26, 2018 • Disneyland Hotel • Anaheim, CA
3 • 2018 Education Summit & Expo Sponsorship Information
Sponsorship Benefits• Access to a high number of bank decision-makers
• Opportunity to meet with existing clients
• Meet potential prospects and generate new leads
• Discuss customers’ needs in person
• Opportunity to demonstrate your products and services
• Promote your company’s name and gain valuable market exposure
• Build brand awareness among WBA’s membership
• Build lasting relationships
How WIB Delivers Sponsorship Visibility• Logo included on WBA’s Education Summit & Expo's webpage
• Logo included on our conference slideshows
• Networking opportunities with conference attendees (breakfast/ lunch sessions and receptions)
• Participant list with contact information e-mailed to you two weeks prior to the conference
Top 5 Reasons to be a Sponsor
2018 EDUCATION SUMMIT & EXPOSeptember 23–26, 2018 • Disneyland Hotel • Anaheim, CA
Network directly with bank decision-makers
Showcase products, services, and thought leadership to your target market
Enhance company visibility with the audience that matters
Develop new, high-quality leads and important contacts
Learn about emerging issues that could affect banks' product needs
4 • 2018 Education Summit & Expo Sponsorship Information
PHD Sponsor (7 available)Member rate: $15,000Non-member rate: $17,500
As a PHD Sponsor, you will receive the following opportunities:
• Complimentary exhibit space with standard WBA setup
• Three complimentary registrations for your company’s use at the Education Summit & Expo
• Two digital advertisements in our WBA presentation (plays at registration desk and prior to general sessions)
• One meter board sign used throughout the entire conference
• Conference attendee list sent to you two weeks prior to the conference
MBA Sponsor (7 available)Member rate: $10,000Non-member rate: $12,500
As an MBA Sponsor, you will receive the following opportunities:
• Complimentary exhibit space with standard WBA setup
• Two complimentary registrations for your company’s use at the Education Summit & Expo
• Two digital advertisements in our WBA presentation (plays at registration desk and prior to general sessions)
• Conference attendee list sent to you two weeks prior to the conference
Sponsorship Opportunities
Please review descriptions of the sponsorship opportunities listed. If you don’t see a package that fits your needs, we will work with you to build a custom opportunity.
Breakfast ShowcaseWBA member rate: $7,500Non-member rate: $10,000
Become a Breakfast Showcase sponsor and leverage the opportunity to present your product or service directly to banking professionals during a showcase that is included in the conference's main program.
• Four opportunities available
• One individual email push sent to all registered attendees preconference
• Dedicated 30 minute presentation time followed by a 15 minute Q&A
• Featured on the conference mobile app
• Featured on conference Breakfast Showcase signage
2018 EDUCATION SUMMIT & EXPOSeptember 23–26, 2018 • Disneyland Hotel • Anaheim, CA
5 • 2018 Education Summit & Expo Sponsorship Information
Sponsorship Opportunities – CONT.
Dean's List Sponsor (10 available)Member rate: $7,500Non-member rate: $10,000
As a Dean's List Sponsor, you will receive the following opportunities:
• Complimentary exhibit space with standard WBA setup
• Two complimentary registrations for your company’s use at the Education Summit & Expo
• One digital advertisement in our WBA presentation (plays at registration desk and prior to general sessions)
• Conference attendee list sent to you two weeks prior to the conference
Valedictorian Sponsor (20 available)Member rate: $5,000Non-member rate: $7,500
As a Valedictorian Sponsor, you will receive the following opportunities:
• Complimentary exhibit space with standard WBA setup
• One complimentary registration for your company’s use at the Education Summit & Expo
• Conference attendee list sent to you two weeks prior to the conference
Honor Roll Sponsor (10 available)Member rate: $2,500Non-member rate: $5,000
As an Honor Roll Sponsor, you will receive the following opportunities:
• One complimentary registration for your company’s use at the Education Summit & Expo
• Conference attendee list sent to you two weeks prior to the conference
Fintech ShowcaseWBA member rate: $5,000Non-member rate: $7,500
WBA's Fintech Showcase features up to 15 technology innovations and banking solutions from established companies and startups. Each company will have five minutes to present what makes their product or service exceptional to the crowd. At the end, the audience will cast their votes for the Best in Show.
WBA will help you get started by providing you with a set presentation format. Presenters will be provided a live introduction and a summary highlighting your company’s newest innovations in finance and banking technology, followed by a live wrap-up of your presentation to win over the voters. (Presentations will be included in the conference mobile app, as well).
Immediately following the showcase, there will be a reception where the presenters will have a chance to network with bankers at their individual tabletop space.
The Best in Show winner will be invited back for the 2019 Education Summit & Expo to moderate the Fintech Showcase.
2018 EDUCATION SUMMIT & EXPOSeptember 23–26, 2018 • Disneyland Hotel • Anaheim, CA
6 • 2018 Education Summit & Expo Sponsorship Information
Sponsorship Opportunities at a Glance
3 2 2 1 1
Member Rate
Conference Tabletop Exhibit Space
Conference Registrations
Expected Attendee List
Mobile App Exposure
Meter Board Sign
Conference Visibility Level Maximum Exposure
Premium Enhanced Standard Plus Standard
PHD$15,000
MBA$10,000
Dean's List$7,500
Valedictorian
$5,000Honor Roll
$2,500
Audio Visual
ConferenceMobile App
Welcome Reception
Sunday Hors d'oeuvres
Dedicated Wi-Fi Sponsor (Meeting
Rooms)
Keynote Intro(4 Opportunities
Available)
Schedule At-A-Glance
Lunch Buffet (2) Single Day
Sponsor
Refreshment Breaks
Exclusive Sponsor
Tuesday Networking Reception
(cocktails only)
Tuesday Networking
Reception (Hors D’oeuvres Only)
Summit Signage
Closing General Session Attendee
Prize
Registration Desk
Expo Grand Prize
Breakfast Buffet (3) Single Day
Sponsor
Dessert Break (2) Single Day
Sponsor
Lunch Drinks (2) Single Day
Sponsor
PresentationPage (All Sessions
Available)
Mobile AppGame Prizes
General SessionSeat Drop
Refreshment Break Sponsor
Tote Bag Insert
Daily Bulletin Sponsor
Daily Early-Morning
Riser Email Sponsor
Attendee Giveaways
Attendee Personalized
Agendas
Tote Bags
Name Badge Lanyards
Hotel Room Key Cards
PadfolioSponsor
Signature Cocktail(Sunday)
Signature Cocktail(Tuesday)
2018 EDUCATION SUMMIT & EXPOSeptember 23–26, 2018 • Disneyland Hotel • Anaheim, CA
As to Disney properties/artwork: © Disney
7 • 2018 Education Summit & Expo Sponsorship Information
Company Name (will appear verbatim on all WBA marketing materials)
Name (Printed) Title
Date
SPONSOR / EXHIBITOR CONTRACT
COMPANY POINT OF CONTACT
EXPO TERMS AND CONDITIONS ACCEPTANCE
ASP (ANNUAL SPONSOR PACKAGE) MEMBERS
Sponsorship Application
Our firm is interested in participating as a sponsor at the following level:
NON-MEMBER SPONSORSHIP LEVELWBA MEMBER SPONSORSHIP LEVEL
PHD ($15,000)
Chairman Circle
Fintech Showcase
Capital Circle
Breakfast Showcase
Diamond Level Platinum Level Gold Level Silver Level
PHD ($17,500)Valedictorian ($5,000) Valedictorian ($7,500)
Dean's List ($7,500)
MBA ($12,500)Honor Roll ($2,500)MBA ($10,000) Honor Roll ($5,000)
Dean's List ($10,000)
By submitting a signed copy of this Sponsor Contract, we acknowledge that we have read and agree to abide by the Expo Terms and Conditions outlined by the WBA.
If you are an Annual Sponsor Partner, please indicate your ASP level below:
If you are sponsoring the Fintech Showcase or a Breakfast Showcase, please indicate below:
Full Address
Name
Title
Signature
Telephone
EDUCATION SUMMIT & EXPO Type or print clearly. Company address/phone information will appear in the Online Expo and printed materials as needed. If you would prefer to have different address/phone information listed, include it on a separate sheet.
Continued on next page
8 • 2018 Education Summit & Expo Sponsorship Information
DEADLINES:
Please submit logos (both JPG and vector EPS formats) and a short company biography by Friday, August 10, 2018.
Please attach a description of any special needs required by your firm’s representatives. Final confirmation of your exhibit space is contingent upon WBA receipt of payment and your signed sponsor contract and registration form.
TERMS OF PAYMENT:
Sponsors are required to pay 100 percent within 30 days of the date WBA receives the signed contract. If the event start date is less than 30 days from contract submission, payment must be received immediately. No branding or promotion will take place until full payment is received. If payment is not received in the time frame specified above, the sponsorship/exhibit space will be released and made available for sale again by WBA.
CANCELLATION POLICY:
Substitutions are allowed at no additional cost. Written notice is required for all substitutions/cancellations. The full registration fee will be refunded if written notice is received by Friday, August 24, 2018 and 50 percent if by Friday, September 7. No refunds will be provided after September 7. Registrations made on or after September 7 are not subject to refund.
QUESTIONS AND COMPLETED CONTRACTS:
Rosemary Mignano, Senior Manager, Sponsors, Exhibitors and Member Development at (916) 438-4435 or [email protected]
Continued on next page
FOR WBA USE ONLY
ByCorp/Pers Date Dep By
CRM #
CK # AMT Date Iss
REG ID
IND ID
Date
(E)2531/(S)2533-300333
Cardholder Name Zip Code Signature
Card Number
PAYMENT INFORMATION
Credit Card Charge $ Visa Mastercard American ExpressCheck payable to Western Bankers Association
Mail check to:
Western Bankers AssociationAttn: Accounting Dept. – A/R1303 J Street, Suite 600Sacramento, CA 95814
Exp Date
9 • 2018 Education Summit & Expo Sponsorship Information
Professional Title
Professional Title
Mailing Address
Mailing Address
Full Address
Assistant / Preparer Email Address
Assistant / Preparer Email Address
SPONSOR / EXHIBITOR REGISTRATION INFORMATION
Sponsor (Sponsorships include a limited number of complimentary registrations)
Exhibitor
Complimentary Registration
Complimentary Registration
Additional Registrant Fee ($2,500)
Additional Registrant Fee ($2,500)
Spouse Fee ($495)
Spouse Fee ($495)
Please type/print clearly. Registrant information will be published in the conference attendee list as it appears on this form.
First Name
First Name
Last Name
Last Name
Nickname (for name badge)
Nickname (for name badge)
Telephone
Telephone
REGISTRATION INFORMATION, REPRESENTATIVE 1
REGISTRATION INFORMATION, REPRESENTATIVE 2
Company Name
Continued on next page
10 • 2018 Education Summit & Expo Sponsorship Information
PROGRAM QUESTIONS:
Contact Rosemary Mignano, Senior Manager, Sponsors, Exhibitors and Member Development at (916) 438-4435 or [email protected]
Cardholder Name Zip Code Signature
Card Number
PAYMENT INFORMATION
Credit Card Charge $ Visa Mastercard American ExpressCheck payable to Western Bankers Association
Mail check to:
Western Bankers AssociationAttn: Accounting Dept. – A/R1303 J Street, Suite 600Sacramento, CA 95814
Exp Date
FOR WBA USE ONLY
ByCorp/Pers Date Dep By
CRM #
CK # AMT Date Iss
REG ID
IND ID
Date
(E)2531/(S)2533-300333