Why become a CIRI sponsor? files... · News releases Consensus modelling Retail IR IR website Presentations to buy/sell-side ... CIRI.org | Contact Yvette Lokker at 416-364-8200 or

CIRI.org | Contact Yvette Lokker at 416-364-8200 or [email protected] for more information. Page 2 of 16

Why become a CIRI sponsor? § Reach close to 500 members; 70% are corporate

IROs and 11% are IR consultants; corporate

members range from C-suite to analysts

§ Engage with >2,300 individuals in the IR

community throughout the year

§ Demonstrate your expertise and build your brand

at Canada’s IR event of the year - CIRI’s Annual

Conference, June 7-9, 2020 In Calgary, AB

5% 7%

25%

25%

24%

6%8%

Corporate Members by Title

C-suite

EVP/SVP

VP/AVP

Sr. Director/Director

Sr. Manager/Manager

Sr. Analyst/Analyst

Other

4%5%

24%

67%

Corporate Members by Market Cap

<$25M

$25M - $99M

$100M - $1B

$1B+ 0% 25% 50% 75% 100%

CSR surveysDebtholder relations

AIFM&A activity

CSR reportMD&A

Use social media for IRMonitor /update external databases

Monitor social mediaProxy solicitation

Company strategyCounsel executives/Board

Governance/disclosure policyFinancial analysis

Securities regulation complianceQuarterly reports

Media relationsAnnual ReportsMarket analysis

Shareholder administrationPresentations/reports to the Board

Shareholder meetingsBoard-shareholder engagement

Research (perception audits, intelligence)Competitive/peer analysis

News releasesConsensus modelling

Retail IRIR website

Presentations to buy/sell-sideQuarterly conference calls

Shareholder targetingIR budget

Relations with buy/sell-sideEvent planning (NDRs, site visits)

IR strategyShareholder identification/analysis

IR presentations

Level of Responsibility Assumed by IR Function

Influencers & Decision Makers Based on CIRI’s 2019 IR Compensation & Responsibilities survey*, IROs are more often making or influencing decisions on vendor selection.

Sponsorship


0% 25% 50%

Monitor /update external databases

Consensus modelling

Presentations/reports to the Board

Board-shareholder engagement

Competitive/peer analysis

Use social media for IR

CSR surveys

AIF

Annual Reports

Event planning (NDRs, site visits)

Counsel executives/Board

News releases

Monitor social media

Governance/disclosure policy

Quarterly conference calls

M&A activity

Market analysis

Shareholder targeting

IR website

Shareholder meetings

Securities regulation compliance

Research (perception audits, intelligence)

Shareholder identification/analysis

Shareholder administration

Proxy solicitation

IR Spending on Services/Vendors

Sponsorship

Smaller Teams, More Outsourcing Based on CIRI’s 2019 IR Compensation & Responsibilities survey*, there has been a significant increase in outsourcing across a number of services as IROs try to deliver their IR programs with fewer internal resources. IR budgets average $782,000 annually, up 8% from 2014.


Sponsorship

Regional Benefits • Opportunity to make opening remarks at two Chapter

events or to moderate one Chapter event • 10 complimentary registrations to Chapter events • Recognition as an NSP for all Chapter events

Year-Round Advertising and Marketing Benefits • Full colour interactive ad in each issue of IR leader • Sponsor profile on homepage of CIRI.org • Recognition of partnership on signage at all CIRI programs • Recognition of partnership in membership renewal and

new member recruitment packages • Recognition of partnership in the sponsor section on

CIRI.org and throughout the website in the footer • Recognition of partnership in weekly professional

development email in the footer • Recognition of partnership in footer of IR leader and IR

focus publications • Use of CIRI logo on your marketing materials, including

commentary such as “Proud National Strategic Partner of CIRI since …”

• Platinum website advertising link (unlimited categories) on CIRI.org with NSP’s logo linked to company website

National Strategic Partner $57,500National Strategic Partners (NSPs) are CIRI’s top-tier partners that receive the most exclusive and comprehensive sponsorship benefits, designed to maintain a high national and regional profile with existing and prospective clients all year round. 2020 Conference Benefits • Customized session to showcase expertise and build brand

awareness (Sunday) • Introduce/thank a speaker at a general session • Exhibit booths (three) & complimentary registrations (five) • Signage recognition and acknowledgement by President’s Award • Company logo and description on Conference section of CIRI.org • Half page ad in the 2020 Conference Program Guide • Advanced attendee list with contact information

Thought Leadership and Engagement Benefits

• Opportunity to meet with CIRI’s National Board to discuss the profession and the needs of IROs

• Customized item (e.g. case study or white paper) for electronic distribution to all CIRI members

• Communication to members highlighting the importance of supporting valued sponsors

Two of the following: • Recognized sponsor, including opportunity to introduce/thank

speaker(s) and moderate, if appropriate format, at a 2020 event • Member survey to be compiled by NSP and approved by CIRI • Award (category to be agreed on) at the 2020 Conference • Thought leader interview video showcased/archived on CIRI.org

S300 x


Sponsorship

Year-Round Advertising and Marketing Benefits • Full colour interactive ad in May/June issue of IR leader • Sponsor profile on homepage of CIRI.org • Recognition as sponsor in the sponsor section on CIRI.org • Communication to members highlighting the importance of

supporting valued sponsors • Use of CIRI logo on your marketing materials, including

commentary such as “Proud Platinum Sponsor of CIRI since …” • Platinum website advertising link (unlimited categories) on

CIRI.org with sponsor’s logo linked to company website

Power Lunch (Tuesday) $19,500 Sponsor has exclusive opportunity to moderate a panel discussion on a hot topic. This event positions your organization as a thought leader, while providing visibility to all delegates.

Monday Evening Event* $35,000

This event is the signature dinner event of the Conference and will be held offsite at a casual, interactive venue conducive to networking. Sponsor(s) will have the opportunity to address delegates with opening remarks and will be recognized with signage and prominent branding throughout the venue.

*Open to multiple sponsors for this event. Sponsorship level recognition will be based on sponsorship spend per organization.

CIRI offers high-value, comprehensive marketing packages centered on the Annual Conference (June 7-9, 2020 in Calgary, AB) as well as year-round, national and regional exposure at varying levels – Platinum, Gold and Silver – to help build your business. Leave a lasting impression with 220+ conference delegates and the 2,000+ Canadian IR community throughout the year.

Platinum Sponsor $19,500+

2020 Conference Benefits

• Opportunity to address delegates or moderate a session based on sponsorship chosen

• Exhibit booth (one) & complimentary registrations (two) • Recognition in program guide & signage • Company logo and description on Conference section of

CIRI.org • Advanced attendee list with contact information

Regional Benefits • Opportunity to make opening remarks at one Chapter event • Eight complimentary registrations to Chapter events • Recognition as a Platinum sponsor for all Chapter events

300 x


Sponsorship

Gold Sponsor $15,500+ Awards Lunch (Monday) $16,500 As the exclusive sponsor, you will have the opportunity to make opening remarks. Includes branded signage and menu at the venue.

General Session $16,500

Raise your company’s profile by introducing, moderating (if appropriate) and thanking speaker(s) at a general session. Includes branded signage at the session and on the archived webcast accessible throughout the year.

Signature Reception (Monday) $16,500 Exclusive sponsor addresses the reception attendees with remarks. Includes branded signage throughout the reception venue, along with a signature drink created in recognition of your support.

IR directions Research $16,500

Showcase your thought leadership through relevant investor relations research. Research findings will be shared with CIRI members across Canada and discussed at a CIRI event, where your company can present key findings. Presenting research at the Conference has an additional cost. Welcome Reception (Sunday) $15,500

Exclusive sponsor welcomes attendees at this kick-off networking event. Includes branded signage throughout the reception venue, along with a signature drink created in recognition of your support.

300 x

2020 Conference Benefits • Opportunity to address delegates or moderate a session

based on sponsorship chosen • Complimentary registration (one) • Recognition in program guide & signage • Company logo and description on Conference section of


Regional Benefits • Six complimentary registrations to Chapter events • Recognition as a Gold sponsor for all Chapter events

Year-Round Advertising and Marketing Benefits • Sponsor profile on homepage of CIRI.org • Recognition as sponsor in the Sponsor section on CIRI.org • Communication to members highlighting the importance

of supporting valued sponsors • Use of CIRI logo on your marketing materials, including

commentary such as “Proud Gold Sponsor of CIRI since …”

• Gold website advertising link with five categories on CIRI.org with sponsor’s logo linked to company


Sponsorship

Silver Sponsor $10,500 - $13,000 Breakout Session $13,000 Introduce, moderate (if appropriate) and thank speakers at a breakout session. Includes branded signage at the session and on the archived webcast accessible throughout the year.

Conference Bags $12,500

Great Conference-wide visibility with bags branded with your logo.

Badge Holder & Pocket Program $12,000 Your company branding will be prominently featured on the front of the delegate badge holders and on the pocket programs.

Charging Lounge $11,500

This exclusive sponsorship provides a private charging lounge with comfortable seating, coffee station and charging station for smartphone and tablet devices. Includes branded signage.

Photography $11,000

Sponsor supports capturing special moments of the event, which will be displayed at your booth and on CIRI.org.

Technology $10,500

This opportunity will provide delegates with wireless Internet access during the Conference. A landing page will greet all CIRI users with your company branding and personalized message.

300 x

2020 Conference Benefits • Opportunity to moderate session based on sponsorship

chosen • Complimentary registration (one) • Recognition in program guide & signage • Company logo and description on Conference section of


Regional Benefits • Four complimentary registrations to Chapter events • Recognition as a Silver sponsor for all Chapter events

Year-Round Advertising and Marketing Benefits • Recognition as sponsor in the sponsor section on

CIRI.org • Communication to members highlighting the importance


commentary such as “Proud Silver Sponsor of CIRI since …”

• Silver website advertising link with five categories on CIRI.org with sponsor’s logo linked to company


Sponsorship

Silver Sponsor $7,000 - $9,000 Essentials of IR Program Speaking or Moderator Opportunity $9,000

Speak or moderate a session, depending on the session format and nature of the content. Includes brand visibility at the live event.

Networking Dinner $8,500 As sponsor, you will have the opportunity to address this dedicated group of IROs. Includes branded signage at the event.

Networking Reception (Monday) $7,000 As sponsor, you will have the opportunity to welcome IROs from across Canada. Includes branded signage at the event.

300 x

2020 Event Benefits • Opportunity to address delegates/students or moderate

session based on sponsorship chosen • Complimentary registration (one) (for Essentials

sponsors) • Recognition in program materials & signage • Distribution of one marketing document (research, case

study, white paper) to participants • Company logo and description on Event section of

CIRI.org (for Essentials sponsors) • Advanced attendee list with contact information

Regional Benefits • Four complimentary registrations to Chapter events • Recognition as a Silver sponsor for all Chapter events

Year-Round Advertising and Marketing Benefits • Recognition as sponsor in the Sponsor section on

CIRI.org • Communication to members highlighting the importance


commentary such as “Proud Silver Sponsor of CIRI since …”

• Silver website advertising link with five categories on CIRI.org with sponsor’s logo linked to company

Small Cap Symposium, ESG Workshop or IRO Roundtables Moderator Opportunity $8,000

Speak or moderate a session, depending on the session format and nature of the content, during any one of the events listed above. Includes brand visibility at the live event.


Exhibiting

19%

19%

3%3%5%

38%

13%

Conference Attendee Geography*

BC

AB

Central Canada

Atlantic Canada

QC

ON

Other

Why exhibit at CIRI’s Annual Conference? CIRI’s 2020 Annual Conference is the premier annual event for more than 220 investor relations professionals to gather for education, workshops, knowledge sharing with peers, networking and learning about new products and services. This is your opportunity to meet new contacts, nurture relationships and get closer to closing that deal. No other event in Canada brings together the top players in the IR profession, helping you achieve your business development goals.

• Based on CIRI’s 2019 Investor Relations Compensation and

Responsibilities Survey, the average IR budget is $782,300 and over 80% of IROs engage outside service providers to help them deliver their IR program

• The Annual Conference is Canada’s largest gathering of IROs • More than 50% of delegates are corporate IROs

* Statistics based on attendance from 2017 Annual Conference in Kelowna, BC.


Join us in Calgary, Alberta for three days that could take your business to the next level. Through fostering existing relationships and creating new ones, business is happening at CIRI’s Annual Conference.

Exhibiting

Become an exhibitor! Exhibit Booth Rates Exhibit Booth only (non-sponsor rate) $4,500 Exhibit Booth – Silver Sponsors $4,250 Exhibit Booth – Gold Sponsors $4,000

0 x

All exhibitors receive: • Logo and descriptor on the Annual Conference App

• Participation in exhibit hall Gamification through the Annual Conference App

• Six exclusive non-competing exhibit hours

• Three registrant lists, time spaced, in advance of the event so you can target hot prospects

• Your choice of an inside ad in IR leader during 2020 or a half-page (colour) ad in the 2020 Annual Conference

Program Guide

• Company profile in 2020 Annual Conference Program Guide (200-word limit)

• Company listing (name and booth location) on the Annual Conference section of CIRI.org

• One complimentary full Conference registration for the event, which includes access to sessions, opening

reception, all breaks, breakfasts, lunches, themed reception and dinner

• 8’ deep by 10’ wide exhibit booth with 8’ high pipe and drape back wall with 3’high draped side rails, 6’ draped

table, two chairs and wastebasket


Advertising

IR leader

IR leader is a members-only quarterly e-magazine covering a broad range of financial, regulatory and accounting issues relevant to the practice of investor relations.

Columns are written by senior IR practitioners and business executives respected for their expertise.

42% Open Rate | 38% Click Rate

Distribution:

Reach close to 500 CIRI members; 70% corporate members, 11% IR consultants.

IR leader Ad Size Price

300 x 250 IR leader homepage $ 750 - One per issue 300 x 250 IR leader inside page $ 575 - Seven ads per issue - Visit page 10 for special bundled pricing

Member-only Quarterly e-Publication

Sample Homepage Ad


Advertising

Sample Ad

IR focus

IR focus is a members-only quarterly e-publication providing in-depth insight on a professional IR-related issue or challenge. IR focus features only one ad per issue, with four issues published each year.


Distribution:

Reach close to 500 CIRI members; 70% corporate members, 11% IR consultants.

IR focus Ad Size Price

300 x 600 IR focus $1,000 - Only one ad per issue - Four issues per year - Visit page 10 for special bundled pricing

Member-only Quarterly e-Publication


Advertising

wIRed wIRed is a bi-weekly e-newsletter publication distributed to more than 2,300 individuals who work in IR or IR-related fields. Articles are selected with the goal of keeping readers abreast of everything they need to know in the ever-changing IR environment.


wIRed Ad Size Price 500 x 100 wIRed banner ad $500 - 26 issues per year - Visit page 10 for special bundled pricing

wIRed- SPONSORED REPORT

Demonstrate your thought leadership by posting company branded research, reports or white papers in wIRed, CIRI’s bi-weekly publication distributed to more than 2,300 individuals who work in IR or IR-related fields. Your company will be positioned as a subject-matter specialist.

wIRed Sponsored Report: $1,500 each

Bi-weekly e-Publication

Sample Banner Ad


Advertising

CIRI.org Homepage

Ads placed on the CIRI.org homepage are the first thing viewers see when visiting our site. With over 2,000 views per month, your ad will receive maximum exposure with IR professionals. CIRI.org ad Price Banner Ad, homepage $250/week Right column ad, inside page $175/week

Special Limited Offer: CIRI Website Advertising Bundle $2,100

(save $400)

Includes one Platinum listing in the Supplier Central section of CIRI.org for 12 months and a homepage banner ad on CIRI.org for four weeks.

Sample Homepage Ad


ChatIR Thought Leadership Interview

Demonstrate your expertise with a video interview showcased for two weeks on the homepage of CIRI.org. All interviews will be archived and can be used in your company’s marketing efforts.

Thought Leadership Interview (ChatIR) $2,500

IR eLibrary Research or White Paper

Enhance your thought leadership by posting company-branded research, reports or white papers to CIRI’s IR eLibrary on CIRI.org. By posting your company’s research and white papers you will position yourself as a subject-matter specialist to close to 500 CIRI members. IR eLibrary Research or White Paper posting $1,500

Conference Advertising Direct advertising opportunities at the 2020 Annual Conference. Hotel Room Drop $3,000 Guestroom Door Hangers $3,000 Escalator Floor Mat Decal $2,000 Elevator Door Decals, 2 Elevators/4 Doors (2 available) $3,000 Elevator Floor Decals, 2 Elevators/2 Floors (2 available) $3,500

Annual Conference Program, Full page, colour ad $1,000 Annual Conference Program, Half page, colour ad $ 575 Conference App Banner Ad $1,500 Conference App Push Notifications (max 2/day) $1,000 Registration Kit Supplement $2,000

Advertising


Advertising

Categories: Extra categories $25 each

- Annual General Meetings - Printers - Corporate Governance - Proxy Solicitation - ESG - Publications - Graphic Designers - Research - Investor Perception Surveys - Roadshows - Investor Relations Consultants - Shareholder Identification / Analysis - Media Services - Teleconferencing - Mergers and Acquisitions - Transfer Agents - News Dissemination - Webcasting / Production Services - Other Associations - Websites - Other Shareholder Services - Writers (speech, financial reports)

Platinum Listing $1,500 - Company logo on category listing page - 1,000 character company description - Company logo with a link to your website - Product listing with hyperlinks to specific pages

on your site - Unlimited number of categories

Gold Listing $1,000 - 750 character company description - Company logo with a link to your website - Selection of five categories

Silver Listing $500 - 500 character company description - Link to your website - Selection of three categories

Supplier CentralThis is a fast, easy way for IROs to quickly identify supplier experts in the various facets of investor relations. Suppliers are listed on CIRI.org according to their areas of expertise. Platinum, Gold and Silver listings are available. Visit https://www.ciri.org/MemberServices/FindExpertise/SupplierCentral.aspx for complete details.

Documents

Why become a CIRI sponsor? files... · News releases Consensus modelling Retail IR IR website Presentations to buy/sell-side ... CIRI.org | Contact Yvette Lokker at 416-364-8200 or