Media Kit and Sponsorship Packages

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1 JUNE 11 & 12, 2018 TORONTO, ON Media Kit and Sponsorship Packages

2 Digital Marketing for Financial Services Summit INTRODUCTION The annual Digital Marketing for Financial Services Summit has emerged as Canada s preferred specialized event for financial firms eager to modernize how they engage their existing and potential customers. Position yourself as the leading provider of solutions and services! Connect with high-level marketing executives and key decision-makers that attend with an eye on technology and come ready to make purchasing decision. This is the most effective place for top digital marketing professionals in the financial sector. Past Participating Sponsors: Who Attends Attendees Job Titles 32% CMO, VP/Director of Marketing 19% Director/Manager Digital Marketing & Strategy 16% Account, Project Director/Manager 9% e-solutions Director/Manager/Developer 7% CEO, General Manager 6% Director/Manager Operations & Customer Relations 3% Consultant 8% Other Industry Stakeholders Segments Represented by Attendees 28% Invesment/Wealth Management 32% Banks, Insurance Credit Unions & Credit Cards 16% Marketing Agencies 19% Digital Marketing Technology & Software 5% Other Industry Stakeholders Past Attendees Include: Attendance at the speaking engagements has been pretty packed, a lot of engagement, a lot of great questions from the marketers on really practical topics It s clear this is the right audience for us. Robert Strohmeyer, Demand Base Allstate Insurance American Express Aviva Canada BelairDirect BMO Financial Group Canadian Tire Bank Capital One Canada CIBC Credential Financial Inc. Curian Capital (Denver) Empire Life Equifax Farm Credit Canada Fidelity Investments GE Capital FirstOntario Credit Union HSBC Mackenzie Investments Manulife Financial MasterCard (New York) Nasdaq OMX National Bank of Canada President s Choice Financial RBC Scotiabank Sun Life Financial TD Bank Group Western Union Canada

3 Digital Marketing for Financial Services Summit 3 STRATEGIC WAYS TO BUILD YOUR BUSINESS Meet, network and present to a captive audience of 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 interact face-to-face with key prospects and clients. Let us help you meet your marketing, sales and business development goals. Build Credibility & Showcase Your Expertise Consider a speaking platform customized to demonstrate your company s representative thought leadership. Your company executive will be in excellent company alongside our lineup of carefully selected speakers. The opportunity to deliver educational content will increase receptivity to your brand and sales efforts. Generate New Leads Consider hosting an exclusive cocktail reception conference speakers and attendees. Take advantage of the conference content to initiate thoughtful conversations and connect with new leads. You will receive complimentary passes for your staff to attend and network. Access to the speaker and attendee 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 financial marketing decision makers, as well as via our partnerships 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. Contact us Today! Darren Haughian (Sponsorship Manager) 1 (866) x 276 LIMITED AVAILABILITY! darren@strategyinstitute.com

4 Digital Marketing for Financial Services Summit OBJECTIVE-DRIVEN PACKAGES TO ATTAIN YOUR BUSINESS DEVELOPMENT GOALS PLATINUM GOLD SILVER BRONZE Plenary Speakers Plenary Speakers Panel / Stream Speaking Exhibition 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,and generate qualified leads. Thought Leadership Highlight your company s expectise rapidly improve audience perception of your brand as a leader in its field. Thought Leadership Highlight your company s expectise rapidly improve audience perception of your brand as a leader in its field. Speaking Opportunity Branding Crafted to put your company in the spotlight in front of your core audience. Raise awareness of your company among key decision makers in the industry. Strengthen the perception and reach of your business. Hospitality suite VIP dinner with key prospects and clients (exclusive) Food and beverage host Table top exhibit/booth (First choice in location) Conference registration Speaker and attendee list for post-event follow-up Media quotation opportunity plus acknowledgement in preconference 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 preconference social media communications, print and digital collaterals Recognition during opening remarks 20% discount on conference registration for additional staff and guests (Largest size and most prominent placement) (Largest size and most prominent placement) (Largest size and most prominent placement) (First mention) Opportunities fill up on a First - Come, First - Served Basis > Turn to benefit from more opportunities

5 Digital Marketing for Financial Services Summit PACKAGE UPGRADE OR STANDALONE OPPORTUNITIES Conference Chair Undisputedly the position with the most visibility and leadership! This position includes a 15-minute opening address. Be onsite for two days, providing insight, introducing speakers, facilitating Q&A and more. Please ask to see our Chairperson Handbook for full description of duties. Speaking Platform Dedicated 45-minute platform for your senior executive to provide an educational presentation and Q&A receive. High visibility on the program and showcase your industry leadership 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 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. Guide the panelists in a lively conversation, facilitate the Q&A, and contribute your own insights to add value. Workshop Host Present a three-hour workshop on a specialized topic to a select audience who have signed up for 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. Collect first-hand insights from industry practitioners and facilitate knowledge sharing. 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 Branded charging stations and/or power outlet strips will be set up around the main conference room. Conference Lanyard With your company name and logo, the conference lanyard will hold the registration badge given to all conference speakers, attendees and participants. Conference Tote Include your company logo on the conference tote given to all 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 and eight end-users. Enjoy dedicated face time to strengthen your connections with current and prospective clients. 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. Provide a welcome speech and enjoy prominent branding and recognition leading up to the event and onsite. Cocktail Reception Host the exclusive cocktail reception after Day 1. Engage attendees on topics covered during the day and network in a relaxed environment. Hospitality Suite Own a space where conference speakers and attendees can enjoy refreshments, sit down comfortably to work and network. Breakfast/Luncheon Host Exclusive sponsorship of luncheon for day 1 or 2. Special recognition leading up to the event and onsite to acknowledge your support. 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. Pen and Note Pad Extend the lifetime of your branding with high utility items. Pens and notepads branded with your logo will be placed at all tables in the conference room. Water Bottles A branded and practical gift for all conference speakers, attendees and participants. Various options for water bottle style and colours. Parking Host Receive special acknowledgement in digital and print materials as the official sponsor of conference parking.

6 Digital Marketing for Financial Services Summit CONNECT with senior marketing executives and digital strategists who are wellversed in the industry and possess signing and purchasing authority // Highlight your unique solutions to an aware and receptive audience // Utilize exhibit areas as well as the speaker podium // Build face-toface professional relationships with top decision-makers // Gauge market response and learn what the industry is planning What s really interesting for me is so many of the who s-who in digital marketing and financial services in Canada are here. It s really amazing to reflect on all the strong attendance from the banks, card issuers and it gets me really energized. - Erin Elofson, Director, Financial Services, Facebook It s been fantastic actually. I have to say this event was probably the best so far in terms of the number of delegates here, and the roles and responsibilities of those folks and being able to meet people and network. - Shannon Sloan, Director, New Business Development, Rich Media I was really amazed by the programming of this conference. I could not have asked for a better line-up of speakers to introduce. - (Summit Chair) Sonia Carreno, President, IAB Canada I m learning a lot and meeting a lot of great people. Getting a different perspective on things my talk went well yesterday got lots of great feedback. All in all it s been great. - Tim Leys, Partner, Sales & Strategy, Consumer Intelligence Group I think it s the right size group to get this message across because, with the amount of people we had here, it s a chance for interaction with the group sometimes you get a thousand people and you don t really get a chance to interact with them and ask questions For us it s been a chance to get the message out not just through the main stage but through the entire conference. - Hearsay Social

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