SPONSORSHIP OPPORTUNITIES - cfsi-emerge · PDF file» FinX Workshop Sponsor, with 3 workshop passes and option to deliver brief welcome remarks - 2 available ... CFSI’s Sponsor Liaison

SPONSORSHIP OPPORTUNITIES

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THE NATION’S PREMIER EVENT ON CONSUMER FINANCIAL HEALTHThe EMERGE Forum attracts more than 800 senior leaders for the country’s premier event on Consumer Financial Health. Innovators gather to network, generate ideas, and explore new financial services strategies to improve the bottom line and consumer financial health. 57% OF ADULTS IN THE U.S. ARE STRUGGLING FINANCIALLYCFSI’s vision is an audacious one: to improve the financial health of all Americans. To achieve financial health, people need day-to-day financial systems that build long-term resilience and opportunity. Financial health enables family stability, education, and upward mobility, not just for individuals today but across future generations. GATHERING THE NATION’S FINANCIAL HEALTH CHAMPIONSFinancial services providers, fintech innovators, banks, credit unions, nonprofits, and regulators come together at EMERGE. We invite you to join the conversation and share in promoting innovations for a future fueled by financial health

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For Sponsorship Inquiries, contact Brianne Menges [email protected] 312.995.1500 www.emergecfsi.com

EMERGE FINANCIAL HEALTH FORUM 2017

PAST KEYNOTE SPEAKERSGreg D. Carmichael CEO, Fifth Third Bank Timothy Flacke Executive Director, Commonwealth (formerly Doors 2 Dreams [D2D] Fund)

Chuck Harris President, NetSpend, a TSYS Company Al KoSenior Vice President & General Manager, Consumer Ecosystem Group, Intuit

Len Laufer Managing Director, Head of Intelligent Solutions, JPMorgan Chase Beth E. Mooney Chairman & CEO, KeyCorp

Robert Putnam Peter and Isabel Malkin Professor of Public Policy and author of Bowling Alone and Our Kids: The American Dream in Crisis, Harvard University

Manuel Sánchez Chairman and CEO, BBVA Compass

Dan Schulman President & CEO, PayPal

Eldar Shafir William Stewart Tod Professor of Psychology and Public Affairs and author of Scarcity: Why Having Too Little Means So Much, Princeton University

Raul Vazquez CEO, Oportun

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EMERGE ATTENDANCE IS GROWING EVERY YEAR

ATTENDEE BREAKDOWN BY INDUSTRY

66%

TOP REASONS ATTENDEES COME TO EMERGE BUSINESS DEVELOPMENT

EDUCATION NETWORKING

1/4 OF ATTENDEES ARE FROM BANKS AND CREDIT UNIONS

23% OF ATTENDEES REPRESENT FINTECH COMPANIES

16% REPRESENT NONPROFITS AND FOUNDATIONS

16% ARE FROM OTHER FINANCIAL SERVICE PROVIDERS AND LENDERS

6% REPRESENT GOVERNMENT AND REGULATORS

MORE THAN

800 ATTENDEES EXPECTED IN 2017

100+ SPEAKERS

2014

654

ATT

END

EES

2015

707

ATTE

ND

EES

2016

818

ATT

END

EES

OF ATTENDEES ARE DIRECTOR LEVEL OR ABOVE

SENIORITY BREAKDOWN OF ATTENDANCE

C-suite25%

VP21%Director

20%

Manager14%

Other21%

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PREMIER PLATINUM GOLD SILVER BRONZE SPONSORSHIP LEVELS $125,000 $60,000 $40,000 $20,000 Number of complimentary sponsor registrations (pre-conference workshops excluded) 8 6 4 2

Ability to purchase additional ü ü ü ü discounted registrations at $895

Logo recognition on the EMERGE sponsor web page with link to your company website ü ü ü ü and 100 word description Advertisement in the EMERGE One Full Page One Full Page Half Page Quarter Page magazine (subject to deadline) Ad or Content Ad only

Listed as a sponsor in EMERGE magazine and other printed materials onsite. ü ü ü ü

Track sponsorship option (subject to availability) ü ü

exclusive non-exclusive

Logo recognition on digital signage throughout the conference (including ü ü ü ü Social Wall and mobile app)

Logo recognition as a sponsor in

select email communication (subject to deadline) ü ü ü ü

Sponsor ribbon for all attendees from organization (non-exclusive) ü ü ü ü

Special access to attendee list (2 weeks prior to conference) ü ü ü ü

Collateral included in 800+ conference tote bags 2 pieces 1 piece

Optional - 8’x 10’ booth in Innovation Hall ü ü ü

PREMIER SPONSORSHIPS AT A GLANCE


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As Platinum Sponsor of the EMERGE Forum, you have the opportunity to customize your sponsorship. Select 2 options from the following (all items subject to availability)

» Eight (8) complimentary registrations (pre-conference workshops not included).

» Ability to purchase additional discounted registrations at $895.

» Logo recognition as a platinum sponsor on the EMERGE sponsor web page with link to your company website and 100 word description.

» Complimentary full page advertisement or branded content full page in the EMERGE magazine.

» Sponsor recognition in EMERGE magazine and other printed materials onsite.

» Logo recognition on digital signage throughout the conference (including social wall and on mobile app).

» Logo recognition as a sponsor in select email communication (subject to deadline).

» Sponsor ribbon recognition for all attendees from organization.

» Special access to attendee list, including name, title, company, and contact info (2 weeks prior to conference).

» Marketing collateral seat drop on the date of your choice.» Two (2) conference tote bag inserts.» Optional - 8’x 10’ exhibitor booth in Innovation Hall.

» FinX Workshop Sponsor, with 3 workshop passes and option to deliver brief welcome remarks - 2 available

» Exclusive Platinum EMERGE Track Sponsor - choice of track - 2 sold, 1 available

» Exclusive Thursday Evening Reception Sponsor

» EMERGE Welcome Reception for 600, a 1.5 hour premium reception with logo signage and on-stage mentions of sponsorship - 2 available

» The Business Case for FinHealth Session Sponsor, a popular pre-conference educational workshop for 125 attendees, with logo signage and on-stage mentions of sponsorship - 1 available

PREMIER SPONSORSHIP OPPORTUNITIES

PREMIER SPONSORSHIP

PLATINUM LEVEL

$125,000


The EMERGE PLATINUM LEVEL SPONSOR package includes the following:

SOLD

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Gold Sponsors have the opportunity to customize your sponsorship Select 2 options from the following (all items subject to availability)

» Six (6) complimentary registrations (pre-conference workshops not included).


» Logo recognition as a gold sponsor on the EMERGE sponsor web page with link to your company website and 100 word description.

» Complimentary full page advertisement in the EMERGE magazine .


» Logo recognition on digital signage onsite (including social wall and on mobile app).




» One (1) collateral seat drop on designated date.» One (1) Conference Tote Bag Insert.» Optional - 8’x 10’ Exhibitor Booth in Innovator’s Hall.

» Thursday Evening Cocktail Sponsor- 2 available» General Conference Lunch Sponsor for 125 attendees, inside the Innovation Hall on Thursday - 2 available» “Connect and EMERGE” Sponsor, for up to 100

attendees in 90 second speed networking sessions - 1 available

» Gold Track Sponsor - non-exclusive - unlimited available

» Conference Branded Tote Bag- 1 available» Conference Branded Notebook- 1 available» Pocket Guide Sponsor – 1 available



The EMERGE GOLD LEVEL SPONSOR package includes the following:

PREMIER SPONSORSHIP

GOLD LEVEL

$60,000

SOLD

SOLD

SOLD

SOLD

SOLD

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Silver Sponsors have the opportunity to customize your sponsorship Select 1 option from the following (all items subject to availability)

» Four (4) complimentary registrations (pre-conference workshops not included).


» Logo recognition as a silver sponsor on the EMERGE sponsor web page with link to your company website and 100-word description.

» Complimentary half page advertisement in the EMERGE magazine.



» Logo recognition as a sponsor in select email communica-tion (subject to deadline).



» One (1) Conference Tote Bag Insert.» Optional - 8’x 10’ Exhibitor Booth in Innovator’s Hall.

» General Conference Lunch Sponsor for 125 attendees, inside the Innovation Hall on Thursday - 2 available» “Connect and EMERGE” Sponsor, for up to 100

attendees in 90 second speed networking sessions - 1 available

» Branded Colored Pencils - 1 available

» Thursday Evening Cocktail Sponsor- 2 available» Conference Branded Tote Bag- 1 available» Conference Branded Notebook- 1 available» General Conference Break Sponsor, offered to all

attendees in the Innovation Hall - 2 sold SOLD



The EMERGE SILVER LEVEL SPONSOR package includes the following:

PREMIER SPONSORSHIP

SILVER LEVEL

$40,000

SOLD

SOLD

SOLDSOLD

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Bronze Sponsors have the opportunity to customize your sponsorship Select 1 option from the following (all items subject to availability)

» Two (2) complimentary registrations (pre-conference workshops not included).


» Logo recognition as a bronze sponsor on the EMERGE sponsor web page with link to your company website and 100-word description.

» Complimentary quarter page advertisement in the EMERGE magazine.






» General Conference Breakfast Sponsor, a continental breakfast offered to all attendees in the Innovation Hall - 2 sold

» General Conference Break Sponsor, offered to all attendees in the Innovation Hall - 2 sold

» Conference Branded Notebook- 1 available» Branded Charging Stations - multiple available



The EMERGE BRONZE LEVEL SPONSOR package includes the following:

PREMIER SPONSORSHIP

BRONZE LEVEL

$20,000

SOLDSOLD

SOLD

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Education and Content Sponsorships

Innovation Lunch Briefing Sponsor» $25,000 - 1 available, 2 soldThe Innovation Lunch Briefings are your company’s opportunity to create and facilitate a session topic of your choosing*. The complimentary Thursday lunch sessions are one hour long and accommodate up to 125 attendees. By nature, Innovation lunches are open to all EMERGE attendees on a first come first served basis. Each Lunch Briefing includes:• Inclusion in onsite conference materials and listed as part

of the schedule.• Complimentary registrations for up to three (3) lunch

panelists/speakers.• Fifty-word (50) company description on EMERGE

website.• Onsite signage in registration area with session title and

sponsor logo.• Firm name or logo included in direct-mail brochure,

if applicable.• Attendee onsite sign up list.• Logo inclusion in conference materials and onsite signage

listing EMERGE Sponsors. • Logo inclusion with all Sponsors on the EMERGE website

with a 50 word company description and a direct link to your company website.

*Topics must be vetted and approved for applicability and valued content.

Innovation Breakfast Briefing Sponsor » $17,500 - 2 availableThe Innovation Session Breakfast Briefings kick off each Thursday and Friday at EMERGE. The complimentary breakfast sessions are 30-45 minutes long and lead up to the first keynote of the day. Each Innovation Breakfast accommodates up to 65 attendees and are open to all attendees on a first come first served basis. As sponsor, your company has the opportunity to create and faciliate a topic of your choosing*. Each Breakfast Briefing includes:

• Inclusion in onsite conference materials and listed as part of the schedule.

• Complimentary registrations for up to two (2) breakfast panelists/speakers.

• Fifty-word (50) company description on EMERGE website.

• Onsite signage in registration area with session title and sponsor logo.

• Attendee onsite sign up list• Logo inclusion in conference materials and onsite signage

listing EMERGE Sponsors. • Logo inclusion with all Sponsors on the EMERGE website

with a 50 word company description and a direct link to your company website.

ADDITIONAL SPONSORSHIP OPPORTUNITIES

These a la carte opportunities are available to suit your company’s needs.

For more information, contact CFSI’s Sponsor Liaison or your CFSI Network Relationship Manager today!


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Pocket Guide Sponsor» $10,000 – 1 availableThe EMERGE Pocket Guide is the attendee’s most immediate link to all things happening at EMERGE. Your sponsorship of this handy trifold, 4-color brochure gets information in people’s hands right when they need it. Pocket Guide sponsors receive:• Logo on the front cover of all 800 pocket guides.

distributed to attendees at registration• Two (2) $895 discounted sponsor registration rates.• Logo inclusion in conference materials and onsite

signage listing EMERGE Sponsors.• Logo inclusion with all Sponsors on the EMERGE

website with a 50 word company description and a direct link to your company website.

Visual Notes Sponsor» $20,000 – 1 availableGraphic art meets note taking: with Visual Notes, graphic artists situated in the front of the General Session hall will capture live mainstage conversations and display them visually in a colorful and compelling way. The resulting large-scale (four feet wide or more) drawings will be displayed in the Innovation Hall for attendees to photograph and share via social media to their colleagues and followers. The Visual Notes sponsor receives:• Logo on the top corner of each board.• One main stage verbal mention of Visual Notes and

your company name as sponsor.• All Visual Notes boards will be displayed in the

Innovation Hall following the session.• Two (2) $895 discounted sponsor registration rates.• Logo inclusion in conference materials and onsite



Infographic Wall Sponsor» $15,000 - 1 availableThis graphic feature inside the Innovation Hall is made for social media. Made of a montage of charts, data, and quotes from CFSI research reports, this Data Wall will inspire, excite, and get people talking. As sponsor of the Data Wall, your company will have the opportunity to include two (2) data points that will be professionally designed and printed to include on the wall. This sponsorship also includes:• Logo inclusion in conference materials and onsite



Social Wall Sponsor» $18,000 - 1 availableBe at the center of social media with the EMERGE Social Wall, a live projected screen on the wall inside the Innovation Hall that shows an engaging and rotating display of tweets and Instagram posts from attendees and with custom posts and messages from your organization. This sponsorship also includes: • Logo inclusion in conference materials and onsite



• Two (2) $895 discounted sponsor registration rates.

FinX Sponsor» $40,000 - 2 availableFinX is an empathy-building experience that helps innovative companies catalyze their design processes. During this half-day experience, CFSI staff takes participants through the local community, conducting real financial transations that un- and underbanked Americans face every day. FinX sponsorship includes: • Logo inclusion in conference materials and onsite



• Three (3) complimentary conference registration passes that include the FinX.

• Opportunity to welcome attendees to the FinX and say a few remarks.



★ SOLD ★

★ SOLD ★

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Registration Desk Sponsor» $20,000 - 1 availableSponsorship of the registration area at EMERGE puts your branding front and center inside a high-trafficked area of the conference. Registration Area sponsors will receive:• Corporate branding embedded on registration desk

panels.• Two (2) complimentary registrations• Logo inclusion in conference materials and onsite



EMERGE Attendee Lounge» $25,000 - 3 availableA majority of EMERGE attendees return each year specifically for the networking opportunities. Your company’s Attendee Lounge gives them a comfortable and functional meeting point to relax, meet others, and carry out important conversations. This sponsorship includes:• Attendee lounge featuring soft seating, meeting tables,

and information tables• Custom integrated signage identifying the area as the

“EMERGE Lounge with [Company Name].”• Two (2) complimentary sponsor registrations;

additional two (2) discounted $895 sponsor registration rate.

• Logo inclusion in conference materials and onsite signage listing EMERGE Sponsors.

• Logo inclusion with all Sponsors on the EMERGE website with a 50 word company description and a direct link to your company website.

• Ability to distribute premium items and marketing materials to conference attendees in the lounge.

Innovation Hall Booth» $8,000 - multiple availableJoin exhibitors and brands in the EMERGE Innovation Hall, which also becomes the site of the evening cocktail receptions and other meal opportunities. The Innovation Hall will also feature special events during EMERGE. The Innovation Hall booth includes:• Two (2) complimentary sponsor registrations.• 8’X10’ booth with pipe and draped walls.• Logo inclusion in conference materials and onsite

signage listing EMERGE Sponsors. • Logo inclusion with all Sponsors on the EMERGE


Wellness Yoga Sponsor » $15,000 - 1 availableWe know that there is a link between physical health and financial health. As the Wellness Yoga Sponsor at EMERGE you can help attendees start their days with a little self care. Sponsorship includes: • Four (4) sunrise yoga classes (two on Thursday

morning and two on Friday morning) with complimentary yoga mats. Up to 30 attendees per class.

• Yoga towels branded with your company’s logo given to all attendees of the sunrise yogal class.

• Logo inclusion in conference materials and onsite signage listing EMERGE Sponsors.


• Two (2) complimentary sponsor registration passes.

Wellness Massage Sponsor » $10,000 - 1 availableWe know that there is a link between physical health and financial health. As the Wellness Massage Sponsor at EMERGE you can help attendees stay healthy and de-stress between sessions. Sponsorship includes: • Relaxing neck and back chair massages available in the

Innovation Hall during select breaks.• Logo inclusion in conference materials and onsite



• Two (2) discounted $895 sponsor registration rate.



★ SOLD ★

★ SOLD ★

★ SOLD ★

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Branding OpportunitiesEMERGE Growth Sponsorship» $7,000 - multiple availableThis sponsorship is designed for companies who are interested in showing their support for CFSI and EMERGE, but wish to focus their participation solely on simple branding and attendee networking. The EMERGE Growth sponsorship includes:• Two (2) complimentary sponsor registrations.• Logo inclusion in all conference materials and signage

listing EMERGE Sponsors.• Logo inclusion with all Sponsors on the EMERGE


Sponsor-Branded Wi-Fi» $15,000 - 1 availableHigh speed wireless internet, customized with your company name as the network name or password. This sponsorship includes:• Two (2) discounted $895 sponsor registration rate.• Logo inclusion in all conference materials and signage



EMERGE Branded Notebook» $12,000 - 1 availableEMERGE attendees return every year because of the conference’s unprecedented and impactful content. Give them something to record it on! Distributed in tote bags and around the EMERGE registration area. The notebook sponsorship also includes:• Cost of custom branded 8 ½” x 5 ½” notebooks.• Two (2) discounted $895 sponsor registration rate.• Logo inclusion in all conference materials and signage



“I Hydrate for Financial Health” Bottle Sponsor» $15,000 - 1 availableHigh quality branded water bottles imprinted with your company logo and the phrase “I Hydrate for Financial Health” will be the talk of the conference. These premium bottles may be Inserted into 800+ conference tote bags or distributed as a ticketed premium giveaway at a designated booth staffed by your employees. Bottle sponsorship includes:• Two (2) discounted $895 sponsor registration rate.• Logo inclusion in all conference materials and signage



Coffee Station Sponsor» $12,000 - 1 availableEMERGE attendees NEED coffee. Help them get it by sponsoring all coffee stations at EMERGE. The coffee sponsorship includes:• Two (2) discounted $895 sponsor registration rate• Custom paper coffee cups and napkins printed with

your company logo at all coffee stations throughout the conference.

• Logo inclusion in all conference materials and signage listing EMERGE Sponsors.


Branded Room Key» $15,000 - 1 availableIt’s one of the first things that attendees see when they get to EMERGE, so make sure your brand is all over it. Final room key design must be approved by CFSI, subject to production deadline. This sponsorship includes:• Two (2) discounted $895 sponsor registration rate• Logo inclusion in all conference materials and signage





★ SOLD ★

★ SOLD ★

★ SOLD ★

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Live Music Sponsor» $10,000 - 1 availableAustin isn’t called the Live Music Capital of the World for nothing. Bring some of Austin’s best local live musicians to EMERGE for a memorable cocktail reception and breaks. This sponsorship includes:• Booking fee for local Austin musician during EMERGE

breaks on Thursday of the conference.• Musician signage with company logo.• Logo inclusion in all conference materials and signage



• Two (2) discounted $895 sponsor registration rate

Branded Lanyards» $6,000 - 1 availableGet close to attendees – literally. The EMERGE lanyard sponsor will receive a company logo printed on our premium lanyard – sponsor’s choice of stock lanyard color and imprint color. This sponsorship includes:• Cost of lanyard and design.• Logo inclusion in all conference materials and signage




Branded Device Charging Station» $6,000 - 1 available, 1 soldEMERGE attendees are going to need power to get throught three days of networking and collaboration. These charging stations feature a variety of charging cords, along with your company logo. Hugely popular and audience appreciated. This sponsorship includes:• Cost of branded charging stations.• Logo inclusion in all conference materials and signage




Tote Bag Insert» $3,000 – multiple availableOne piece of your company’s collateral inserted into each of the 800 conference tote bags. All materials must be provided by company in advance.



★ SOLD ★

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EMERGE SPONSORSHIP LEARN MORE

FOR MORE INFORMATION ON SPONSORSHIP OPPORTUNITIES, CONTACT CFSI TODAY

Jeff WeberDirector, Network [email protected] 312.881.5807

Shannon Cavanagh Relationship Manager [email protected] 646.767.6358

Fred Moore Relationship Manager [email protected]

Darren Easton Director, Network [email protected] 312.881.5865

KEY DEADLINES For marketing brochure inclusion: March 20, 2017 Production deadline for printed materials: April 12, 2017 For sponsor registrations: April 12, 2017

CFSI reserves the right to refuse any potential sponsorship at our sole discretion.

Brianne MengesSenior Event Specialist, EMERGE Sponsorship [email protected]

FOR GENERAL SPONSORSHIP INQUIRIES

Documents

SPONSORSHIP OPPORTUNITIES - cfsi-emerge · PDF file» FinX Workshop Sponsor, with 3 workshop passes and option to deliver brief welcome remarks - 2 available ... CFSI’s Sponsor Liaison