Prospectus. March 4 6, 2012 The Westin Diplomat Resort & Spa Hollywood, FL

Transcription

1 Prspectus March 4 6, 2012 The Westin Diplmat Resrt & Spa Hllywd, FL 1

2 Abut Us The Bank Insurance & Securities Assciatin (BISA) is the leading financial services industry assciatin dedicated t serving thse respnsible fr marketing, sales and distributin f securities, insurance, and ther investment prducts and advisry services thrugh the bank channel. Our Members include depsitry institutins f all sizes, their brker/dealer and mutual fund subsidiaries, third-party marketing cmpanies, prduct manufacturers, and firms prviding prducts, technlgy r services t supprt these enterprises. Dn t miss yur pprtunity t participate! The BISA Annual Cnventin is ur industry s single mst imprtant meeting f the year. It prvides the pprtunity t netwrk with mre than 500 bank executives and securities and insurance industry prfessinals, speakers, and panelists wh are the leaders f ur industry. Yu can be an active participant in this event interacting with key decisin makers while yu learn hw yur clients and prspects are addressing the challenging market envirnment, where they are having success, and where they need yur innvative ideas, prducts and slutins t help them prsper. Expanded Prgram and New Tracks: The 2012 Annual Cnventin will ffer an expanded range f cntent, cncurrent sessins and specialized Sales Management and Prduct Management/Marketing Tracks. We ll als intrduce Slutins Shwcases featuring leading prduct, service and technlgy innvatins. BISA ffers varius packages s that yu can chse the level f invlvement that best fits with yur cmpanies gals: Assciate+ Package (BISA annual membership plus integrated Cnventin ffer) Basic Exhibitr Package Premium Exhibitr Package After purchasing an exhibitr package, yu are als eligible t ptinal spnsrship items. Are yu a BISA Assciate r Assciate+ Member? As a BISA member, yu will receive discunted pricing n all levels f cnference exhibitr r spnsrship packaging. In additin t these discunts, ther member benefits include: Access t year rund netwrking and educatinal pprtunities Access t the latest industry research and statistics Basic annual listing in the BISA Online Marketplace Advertising Discunts in print and nline Discunted pricing fr bth the Annual Cnventin and Fall Sympsium 2

3 Wh We Attract Attendees at the BISA Annual Cnventin represent the mst influential financial institutins, prduct manufacturers and slutins prviders serving this segment f the financial services industry. BISA s membership is cmprised f highly engaged Senir Executives and leaders frm acrss the financial institutins respnsible fr investment/insurance/wealth/retirement prgram management, marketing, sales management, and prduct management. The BISA Annual Cnventin is the place t be seen and t develp netwrks and new business relatinships acrss the industry. Sample Financial Institutins Represented AMERICAN AIRLINES FCU ANCHOR INVESTMENT SERVICES APPLE BANK ARVEST ASSET MANAGEMENT ASSOCIATED INVESTMENT SERVICES, INC. BANCWEST INVESTMENT SERVICES BANK OF OKLAHOMA BANKUNITED INVESTMENT SERVICES, INC. BB&T INVESTMENT SERVICES BBVA COMPASS INVESTMENT SOLUTIONS BMO BANK OF MONTREAL BNY MELLON CAPITAL CITY BANC INVESTMENTS CAPITAL ONE CITIZENS INVESTMENT SERVICES CORP. COMMERCE BROKERAGE SERVICES INC. DENALI ALASKAN FEDERAL CU FIFTH THIRD BANK FIRST NIAGRA FLAGSTAR BANK FROST BROKERAGE SERVICES FULTON FINANCIAL ADVISORS HARRIS INVESTOR SERVICES, INC HSBC SECURITIES HUNTINGTON INVESTMENT COMPANY IBERIA FINANCIAL SERVICES KEY BANK M&T SECURITIES, INC. MARQUETTE WEALTH MANAGEMENT MIDFIRST INVESTMENT SERVICES NEW YORK COMMUNITY BANK NORTHERN TRUST BANK PEOPLE'S SECURITIES, INC PNC INVESTMENTS POPULAR INVESTMENTS PREMIER AMERICA CU PROVIDENT BANCORP, INC. REGIONS INVESTMENT SERVICE SUNTRUST INVESTMENT SERVICES SYNOVUS SECURITIES, INC. TD BANK UMB INSURANCE UMPQUA BANK UNIONBANC INVESTMENT SERVICES US BANCORP INVESTMENTS WEBSTER INVESTMENT SERVICES WELLS FARGO 4

4 Sample f Prduct Manufacturers and Slutins Prviders Represented 360 Training.cm Albridge Slutins ALIRT Insurance Research Services Allianz Life Financial Services The American Cllege American Natinal Insurance Cmpany Annuity Marketing AA Distributrs, Inc. Bank Investment Cnsultant Barclays Capital Bradridge Financial Cannn Financial Institute CD Funding Grup CNL Securities CUSO Financial Services, LP Dividend Capital EAI Infrmatin Systems Essex Natinal Securities, Inc. Frethught Financial Grup Fur Seasns Financial Grup FundQuest Incrprated Genwrth Financial Great West Life Ins. C. Hartfrd Life Distributrs Highland Capital Brkerage InCapital ING Life Insurance Technlgies INVEST Financial Crpratin Investment Prfessinals, Inc. Jacksn Natinal Life Insurance C. Jhn Hancck Lansare Crpratin Liberty Life Assurance Cmpany Liberty Mutual Lincln Financial Grup LngTcare LPL Financial Institutin Services LTCI Partners, LLC McKendrySnw Financial Distributrs, LLC MetLife Investrs Miningham & Ollerich Natinal Financial, a Fidelity Investments cmpany Natinwide New Yrk Life Insurance Cmpany Olympus ONE America Cmpany Pacific Life Insurance C. Pershing PrimeVest Financial Services, Inc. Principal Financial Grup Prtective Life Insurance C. Prudential Raymnd James Financial Services Renaissance Regulatry Services Russell Investments Securities America, Inc. Standard & Pr's Sun Life Financial Distributrs, Inc. SunAmerica Retirement Markets, Inc. Symetra Terrapin Technlgies, Inc. titerm VantisLife Insurance Cmpany VIP Insurance W&S Financial Grup Distributrs, Inc. Wells Real Estate Funds Western Natinal Life 5

5 BISA 2012 Annual Cnventin Packages/Pricing Member Optins Nn-Member Optins Package Levels Assciate Level (Exhibitr Package) Assciate+ Level (allinclusive) Basic Exhibitr Premium Exhibitr BISA Member Cst $2,500 $0 1 N/A N/A Nn-Member Cst N/A N/A $5,000 $14,000 6 table tp display in the Exhibit Hall (includes ne exhibit hall nly badge) 2 Reserved 10 x10 exhibit space in the Exhibit Hall (includes tw exhibit hall nly badges) 2 Pre and Pst-cnventin attendee list with full cntact infrmatin Exhibit Hall Directry Listing Expanded Cmpany Prfile in Exhibit Hall Directry Number f full cnference cmplimentary registratins fr members f yur cmpany Number f cmplimentary registratins fr depsitry institutin custmers and prspects t attend the Cnventin as yur guest Yur cmpany lg and recgnitin f yur supprt in cnventin prmtin and nsite visibility signage Thank yu recgnitin after the cnference in Bank Insurance & Securities Marketing Magazine (BISM) and BISA Online Marketplace and OneSurce weekly publicatin Optin fr a rm drp at the headquarters htel BISA 2012 Assciate+ Membership 1 Pre-paid with yur BISA Assciate+ Member Dues f $15,000 2 Placed n a first-cme, first-served basis Nt Finding a Package that Fits Yur Needs? Cntact BISA at r bisa@bisanet.rg t learn mre abut ur Leadership Member Packages. 6

6 Additinal Branding, Netwrking and Expsure Optins As an Assciate+ Member r Basic/Premium Exhibitr yu als have the ptin f adding select additinal a la carte items. Mnday Netwrking Receptin $20,000 General Sessin Speakers (5 available) $15,000 Mnday Netwrking Lunch $15,000 Sunday Opening Receptin $12,000 Breakfasts (2 available) $12,000 Cnference Attendee WiFi Access $12,000 Htel Keycards $10,000 Cnference Attendee Bag $10,000 Pcket Schedule At-A-Glance $7,500 Refreshment Breaks (3 available) $7,500 Attendee Badge Lanyard $7,500 Additinal 10'x10' bth plus 2 additinal full cnference cmplimentary registratins $7,500 Exhibit Hall Flr Decals (3 decals - 2 available) $4,000 Hallway Visibility Signage (Meter Bard) $2,500 Receptin Entertainment (2 available) Persnal Electrnics Recharge Statin Welcme Gift t Attendees (negtiated with spnsr) BISA Annual Cnventin Mbile App Airplane Barding Pass Print Statin Mnday Night Pl Party Educatinal Track Spnsrship (Sales Management r Prduct Management & Marketing) Key Cntacts: David Perez Hernandez Sales Crdinatr Direct: (312) dperez@bisanet.rg James M. McNeil Executive Directr Office: Direct: Mbile: jmcneil@bisanet.rg 7