Ufsc Toronto 2012 Final

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AWARENESS INSPIRE

UFSC TORONTO 2012 INTERNATIONAL CONFERENCE

PARTNERSHIP GUIDEJUNE 20 - 24, 2012 I TORONTO, ONTARIO, CANADA


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Conference Programming

UFSC Toronto will deliver the most relevant slate of programming for our audiences, including financial services

professionals, youth & student participants, and community attendees. UFSC Toronto is aiming high to provide the

most memorable Conference in the North American organization's history, a legacy that extends more than 30 years.

The conference programming will be delivered in four tracks to serve our: Financial Services Professionals, Small

Businesses, Future Leaders and Job Seekers. In addition we will host a Diversity Career Expo which will bring together

major cross-border financial services organizations with globally equipped financial services professionals.

Financial Services Professionals Track

Plenary session and Keynote events with a focus

on the future of the Canada-US cross-border financial

services industry economic outlooks, regulatory

developments and thriving in a changed global

economy

Seminars and break-outs focused on substantive

skill development, including economics, international

trade, investment management and risk management

Workshops for soft skills such as

communications, management and tips for leadership

in the new economic landscape

UFSC Presidents Reception with a focus on the

tools required of the next generation of financial

professionals

CEO Symposium that brings together leading

minds from Canadian and US financial institutions,

investment banks and insurance companies

Gala Dinner & Reception to celebrate UFSC

Torontos 15th Anniversary

Networking & Social Events in the heart of

Toronto s Financial and Entertainment districts

Community Giving event that will focus on

bringing our collective financial literacy skills to the

members of our community

Small Business Track

Entrepreneur attendees will benefit from a Conference tha

enables them to network and benefit from the expertise of

financial services professionals. Events will include:

Seminars and workshops focused on building a

business case, budgeting, small business loan

applications, trade & taxes, marketing and brand

awareness

Networking reception between Small Business

attendees, Conference presenters and UFSC

Delegates to share knowledge and mentorship

Diversity Career Fair participation and display

opportunities

CEO Symposium to learn from leading business

minds and learn about managing and thriving in a

changed economy for small business

Gala Dinner & Reception to celebrate UFSC

Torontos 15th Anniversary


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Future Leaders Track

The UFSC Toronto 2012 International Conference is pleased to

partner with the MARK I program. UFSC MARK I Emerging

Leaders Program is team based, highly competitive experiential

learning program for high school and university students across

the United States and Canada focused on business and

entrepreneurship. During MARK I, participants are immersed in

a highly competitive learning environment, and are taught by

business professionals from a variety of disciplines interested in

helping young people learn about business. In the end, the

experience empowers young people to know that they can

achieve their highest potential and equips them with business

knowledge that they can use for a lifetime. Participants are

better equipped for educational and professional success.

MARK I Participants learn:

Entrepreneurship

Teamwork

Working under pressure

Community Service

Presentation Skills

Legal, Marketing and Financial aspects of business

Leadership Skills

Financial Literacy

Benefits of physical fitness

Mark I student participants will be drawn from both sides of the

border. Approximately one quarter will arrive from the United

States to join a Canadian contigent which, in addition to

Toronto, will be drawn primarily from Montreal, Halifax, and

Ottawa among other cities.

The ultimate goal of the MARKI Emerging leaders program is to

motivate participants to consider a career in the future financial

service industry. MARK I accomplishes this by engaging

students in an experience based training program to

demonstrate practical business and character building skills

necessary for success in today's industry.

We aim to provide an enlightening experience to young people

who might otherwise not have a unique and fulfilling

opportunity like the one this program provides.

Diversity Career Expo

We are bringing togethe leading financial services compani

on both sides of the border together with the most talentedgroup of financial services professionals, drawn not only fro

UFSC membership, but also from other visible minority

communities, through our alliances with other organization

in the Black, Asian, South Asian and Aboriginal communities

Career Expo candidates will have:

Exposure to the leading Canadian and US

financial services companies, aligned to cross-bord

business

Job search, resume writing and interview skills

workshops

Networking lunch with employers and recruiters

Participating employers will have:

Opportunities to display and offer on-site

interviews

Visibility opportunities through sponsorship and

workshop leadership


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ABOUT UFSC TORONTO

UFSC Toronto is a community-based non-profit organization primarily comprised of Black and visible minority

financial services professionals.

Our grassroots events and operations are focused on four key pillars:

Professional Development Our events, including guest speakers and substantive and soft skill workshops,

provide opportunities to develop leadership skills. Our focus is on professional growth and mobility for our

membership in a globally-connected industry. Past speakers have included financial services executive and TV

personality, Patricia Lovett-Reid (TD), Canadian market economists, Don Drummod (TD) and Dr. Sherry Cooper

(BMO), and Investor Relations leader, Peter Slan (Scotia) among many other powerful speakers from CIBC, RBC,

National Bank etc. to an audience of more than 125 each month.

Networking & Mentorship We interact with thought leaders at Canadas leading financial institutions. We act

as mentors to youth, seeking to inspire consideration of financial services as a viable career. Our Networking

program is underpinned by two unique offerings:

Canadians 4 Canadian (C4C) a dynamic mentorship program that allows high school students,

undergraduates, and young professionals to connect with young professionals who are currently

working in the financial or consulting industries via group conference calls and one-on-one discussions.

Mastermind a program targeted to experienced professionals, designed to enhance both soft and

substantive skills, from specific industry sector mentoring to networking, job search and personal style

coaching

Community Outreach We are visible as accessible leaders who are fluently bicultural, adept at speaking the

language of business and the language of our community.

Financial Literacy We are committed to building and sustaining wealth in our community, by educating on

financial planning and demystifying financial services and products to create a path to lasting prosperity.


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UFSC Toronto was founded on the premise that financial services professionals from Black, immigrant and visible

minority backgrounds could elevate themselves through networking, professional development and knowledge

sharing with their peers. It was also founded on the promise that these same professionals, so empowered,

would share their experience, networks and potential as role models in their communities.

Our key mandates include:

encouraging financial literacy and financial independence among individuals in these communities

through education programs and partnerships with community organizations

demystifying the financial services industry for customers, students and potential employee talent in

these communities

offering a forum for professionals working in financial services, ranging from new graduates and

entrepreneurs to managers and executives, to network, develop their substantive and leadership skills

and learn from one another

providing role models for young people considering a similar professional path


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Awareness Inspired - our theme for 2011

Each UFSC President seeks to make animpact on the organization andcommunity in some special way. In2009 we stressed the value of beingfluently bi-cultural, which was tocelebrate the importance in being ableto speak the language of thecommunity as well as the language ofbusiness. In 2010 we committedourselves to Answer the Call of thecommunity, our members andcorporate partners. The resolve of the

2011/2012 administration isAwareness Inspired:

(1) To create/inspire awareness aboutUFSC Toronto and its members - whowe are, what we do, what werepresent;

(2) To inspire our members andpartners to get involved, participateand to help spread the word aboutUFSC Toronto; and

(3) To inspire awareness of thoseissues which adversely impact ourcommunitys ability to succeed (e.g.role models for youth, financialliteracy for the community).

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Awareness Inspired and the 2012 Conference

The theme of Awareness Inspired will have a big place in our conference. We want to raisawareness of changes we should anticipate in our industry and the opportunities that willpresent themselves to those professionals who are prepared.

We hope to inspire awareness of the role models and mentors available to young people iour community, regardless of what side of the border they live and work.

We want to draw the attention of our media partners to the work we will do in the comm

that will have a lasting impact on the community's ability to realize economic success.


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Awareness wit out action is wort ess.

Phil McGraw

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PARTNERING OPPORTUNTIES

Financial Services Professionals Trac

Title Sponsorship for Receptions andGalas (including visibility and speakinopportunities), Session Sponsorshipfor Workshops and other events,Community Giving Sponsorship andvisibility

Small Business Track

Title Sponsorship including exclusiveopportunity to provide workshop

leaders, Session Sponsorship forWorkshops and other events

Future Leaders Track

Title Sponsorship including exclusiveopportunity to work with Mark I andUFSC Toronto on programdevelopment and provision ofworkshop leaders, SessionSponsorship for Future Leadersworkshops


Title Sponsorship including exclusiveopportunity to deliver workshopcontent and lunch keynote address,Session Sponsorship for workshops,Booth displays (with Prime locationopportunities)

With your partnership we not onlyhave a chance to achieve our objectof raising awareness... but will enablourselves, our community to putwords to ACTION!


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Recruiting the Best

Our membership is made up almost exclusively of professionals in the financial services industry, ranging from junior to

senior level. The Conference (and our planned Diversity Career Fair) is your opportunity to engage with the most targete

group of talent in the community which we serve. You will gain the visibility to become top of mind to an experienced po

of candidates who get finance but also get big ideas. We expect our Partners to have access to this talent before the

rest of the marketplace.

Whats in it for Your Organization

We believe partnership with UFSC Toronto should empower our Partners not only to

do good, but to be seen to be doing good in the communities in which they operate.

Accordingly, our Partner programs are designed to be complementary to your

individual mandates and goals in collaborating with community organizations whether

those goals relate to professional development, diversity, corporate citizenship, branding,

recruiting, retention or customer outreach. Partnering with UFSC Toronto links you to the

diverse individuals, communities and markets that support your equally diverse business

aims.

Differentiated Value

We are uniquely positioned to assist Partners in reaching multiple audiences: the Black and visible minority community

within that community, talented finance professionals, young people and entrepreneurs seeking financial services

relationships. The broad reach of our Conference will enable our Partners to hit the mark on multiple fronts in their ow

community outreach programs including Diversity, Talent Retention and Youth.

Leadership on Diversity

Our Partners are among Canadas leaders in Diversity. From forward-thinking business cases and equity practices to ac

affinity groups and community outreach and recruitment programs, our Partners are leaders in promoting Diversity in

financial services industry. Many view their work with UFSC Toronto as complementary to a proactive, culturally fluen

corporate Diversity program. We are also delighted to work with Partners to develop turnkey diversity programming a

part of the discussion on best practices.


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Tap into a ready-made community outreach network

The UFSC network extends beyond our immediate membership,

including, among others:

National Society of Black Engineers

National Black MBA Association

Ontario Black History Society

Toronto District School Board

Tropicana Community Services

Asians Without Borders

University of Toronto Black Students Association

Junior Achievement

We partner with like-minded community organizations and, where

appropriate, extend the exposure of our corporate Partners.

Sponsor feedback is not only encouraged, but required

Our Partners will always share in our success and we make special

effort to provide Partners with feedback on the initiatives their

support has enabled. We ask them to have an active voice in shaping

the agenda of our organization through our robust Corporate

Advisory Board. Our partnerships are highlighted in each meeting, in

all of our materials and collateral, on our website and on our event

signage. Sponsors receive persistent exposure to our membership,

media, community partners and the individuals impacted by our

initiatives.

Engaging Young People

UFSC Toronto has ambitious goals to engage with younger members of our community at the Conference. Part of our

mandate is to ensure the most talented young people are giving consideration to financial services as a career option, and to

provide financial literacy resources to our community. Your partnership will enable us to extend our reach, both at the

Conference and as an organization.

Funding model integrity

We know that to justify spend on a community organization, our Partners require a tangible

return on their investment and confidence in us. We aim to deliver and reward that faith. Our

sponsorship levels will never be a moving target and our funding model will remain transparent.

Beginning in 2010, we have published an Annual Report of our activities, funding and management

discussion and analysis of our efforts and the use of our funding. Partners have input on where your

support will make the most impact for UFSC, our community and your goals in working with us.


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Sponsorship and Partner Engagement

$25,000 RUBY PARTNER- Flagship sponsor with corporate banner and logo display (exclusive to 6 sponsors)

- Prominent logo placement and mention at all conference events

- Logo placement on all conference advertising

- Full page ad in official conference program

- Logo and website link on UFSC Toronto website throughout 2012 and UFSC 2012 Conference microsite

- Selection of and first-refusal right for named sponsorship recognition on one piece of conference collateral

- Opportunity to showcase talent from your organization with participation of three (3) speakers on

conference panels or breakout sessions

- Prime 10x10 booth space at our Diversity Career Expo

- Four (4) complimentary conference registration packages (over $2,000 in value)

- Opportunity to partner with UFSC Toronto for 2012-2013 content delivery, including sponsorship of a

flagship program or our website, provision of WebEx substantive skills programs to

members, and speakers for up to three UFSC Toronto monthly membership meetings or

Mastermind professional development sessions

$15,000 SILVER PARTNER

- Named sponsorship of a breakout session or skills development session within a conference track

- Appoint two (2) speakers to participate on conference panels or lead breakout sessions

- Half page ad in official conference program

- Logo and website link on UFSC Toronto website throughout 2012 and UFSC 2012 Conference microsite

- Complimentary 10x10 booth space at our Diversity Career Expo (or remaining prime spots, as available)

- Selection of named sponsorship recognition for a subsidiary conference event exclusive to Platinum Partners

- Selection of named sponsorship recognition for one piece of conference collateral

- Two (2) complimentary conference registration packages

- Opportunity to partner with UFSC Toronto for 2012-2013 content delivery, including provision of WebEx

substantive skills programs to members, and speakers for up to two UFSC Toronto monthly membership

meetings or Mastermind professional development sessions

$2,500 PATRON- Named in patron sponsor page in official conference program

- Complimentary 3x6 table space at our Diversity Career Expo, to display marketing and recruitment collateral

(upgrade to 10x10 booth for $500, other booth upgrades available)

- Complimentary conference registration package


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Recruiting Options


Smart businesses are always looking for talented, capable leadership and during

turbulent economic times, the quest for exceptional candidates becomes even more

critical. Each year, many corporations and government departments choose to seek top

talent and interview candidates for open positions at our conference. As an exhibitor in

the career fair, your company will be center-stage sourcing qualified candidates whilebuilding brand recognition for your business.

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About the UFSC Toronto 2012 International Conference

In2012,theUrbanFinancialServicesCoalition(UFSC)ConferencecomestoToronto!TheUrban

Financial Services Coalition is an international organization, founded in 1974 to provide

mentorship, leadership, skills development and community outreach opportunities to Blackand visible minority financial services professionals. In 2012, UFSC Toronto celebrates its 15 th

anniversary of serving this growing community in the Toronto banking, investment and

insurance industries.

UFSC Toronto Partners will be given opportunity totakea leadership roleon ourprogramming,

recruiting,corporate identity and diversity leadershipopportunities.This cross-borderfocused

event, with a theme of Borderless Future, Boundless Opportunity, will draw finance

professionals from our sister organizations across the United States and, for the first time this

year, across Canada. Our Partners can participate in a variety of ways, from speaking

engagements, participating in and moderating panel discussions and prime placement in our

career fair.

2 TORONTO STREET, SUITE 335 TORNTO, ONTARIO M5C 2B5 WWW.UFSC-TORONTO.ORG

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Ufsc Toronto 2012 Final