Sponsor/Exhibitor Program and Opportunities

Transcription

1 2019 RISK MANAGEMENT TRAINING CONFERENCE Sponsor/Exhibitor Program and Opportunities ORLANDO, FLORIDA MAY 5-9, 2019 Wyndham Grand Orlando Resort Bonnet Creek Chelonia Parkway Orlando, FL

2 FIRMA The Fiduciary and Investment Risk Management Association, Inc., FIRMA, is the leading provider of fiduciary and investment risk management education and networking to the global fiduciary and investment services industries. The Association was founded in 1985 and served the industry as the National Association of Trust Audit and Compliance Professionals (NATACP). In 2001, the Association adopted its current name in order to reflect the growth of its primary mission. The Association is a non-stock, tax-exempt, international membership organization dedicated to the development of risk management best practices. FIRMA offers educational conferences that bring regulatory policy makers face-to-face with the risk management professionals who advise corporate leaders on risk issues. FIRMA provides the forum for educational interaction among Regulators, Auditors, Consultants, Compliance Officers, Attorneys, Fiduciary and Investment Professionals, and Risk Managers. FIRMA s mission statement includes the following objectives: Providing comprehensive risk management knowledge and support through training opportunities and networking forums; Promoting exemplary professional conduct and high ethical standards in the practice of audit, compliance, risk management, and regulatory supervision; Addressing emerging issues in the fiduciary and asset management risk environment. FIRMA offers an annual training conference and several regional conferences every year. The sites for the upcoming annual conferences are listed below Orlando, FL 2020 Scottsdale, AZ 2021 New Orleans, LA REGIONAL SEMINARS: Chicago, Cleveland, New York FIRMA is a self-governing association that derives its success from its membership participation and the patronage of sponsoring companies. FIRMA consists of an Executive Board and functional committees, which are responsible for the administration of the FIRMA program. A continuing education program is required for certified members, and professional certification and committee participation is encouraged for all members. Today s fiduciary and investment risk management environment is more complex than ever before. The demands for regulation, corporate governance, auditor independence and client privacy have elevated the risks of non-compliance. Executives who understand today s risk environment are insisting on risk management education for their risk advisors. An increasing number of these executives are turning to FIRMA for that specialized education. PAGE 2

3 Your firm should exhibit at FIRMA conferences for the: Opportunity for maximum exposure of your products and services to a nationally recognized fiduciary and investment management forum of senior audit, compliance, and risk management professionals Opportunity to introduce your new products or innovative ideas and expand your name recognition to decision makers in the industry Benefit of networking and referral opportunities with conference participants Benefit of interaction with national and local regulators in a position to evaluate service providers of regulated entities Opportunity to check out what the competition is doing in YOUR market. PAGE 3

4 DIAMOND One (1) Available Exclusive Top Sponsor $16,000 includes: Poolside Reception (with Prominent Logo Display) 5-10 minute microphone at Reception No-restrictions company advertisement Four free conference registrations (Value $1,850 each for FIRMA members, $2,095 each for FIRMA non-members) Additional Diamond attendees pay $1,000 per attendee 4 weeks advance copy of attendee list First choice on Exhibitor Table/Booth Site based on floor map provided in advance Top sponsorship Logo display in General Session Hall during entire conference Full page ad in FIRMA FORUM for one year (4 issues) Plaque showing Diamond Sponsor on your Exhibit Table Recognition of Sponsor during Vendor Introductions early in the Conference. PAGE 4

5 GOLD Four (4) Available Each Gold $8,000 includes: An Exhibitor Table/Booth Site Two free conference registrations (Value $1,850 each for FIRMA members, $2,095 each for FIRMA non-members) Additional Gold attendees pay $1,000 per attendee A Logo display in General Session Hall during entire conference 4 weeks advance copy of attendee list Half page ad in FIRMA FORUM for two issues during current year A Plaque showing Gold Sponsor on your Exhibit Table Recognition of Sponsor during Vendor Introductions early in the Conference Each Gold Sponsor may choose one of the following conference amenities for exclusive sponsor recognition (First come, First served): Conference Wi-Fi (with Sponsor s Logo displayed each time a user logs in) All Daily Breaks for Two Days with display of Sponsor s Logo as Break sponsor Conference Mobile App with Sponsor s Logo displayed and a Link to Sponsor s Brainshark Video (if Sponsor wants and requested in advance) Attendee Lanyards with Sponsor s Logo PAGE 5

6 SILVER Three (3) Available Each Silver $6,000 includes: An Exhibitor Table/Booth Site Two free conference registrations (Value $1,850 each for FIRMA members, $2,095 each for FIRMA non-members) Additional Silver attendees pay $1,000 per attendee 4 weeks advance copy of attendee list Half page ad in FIRMA FORUM for one issue during current year A Plaque showing Silver Sponsor on your Exhibit Table Recognition of Sponsor during Vendor Introductions early in the Conference Each Silver Sponsor may choose one of the following conference amenities for exclusive sponsor recognition (First come, First served): Sponsor s Logo on Conference Host Hotel Attendee Room Keys A Cell Phone Charging Station located near Sponsor s Exhibit Table/Booth with Sponsor s Logo on the Charging Station Conference Materials/Airline Ticket Printing Stations (Two) with Sponsor s Logo displayed on Screen Savers of Computers PAGE 6

7 EXHIBITOR Unlimited Each $3,800 includes: An Exhibitor Table/Booth Site Two free conference registrations (Value $1,850 each for FIRMA members, $2,095 each for FIRMA non-members) Additional Exhibitor attendees pay regular conference registration fees 2 weeks advance copy of attendee list Recognition of Exhibitor during Vendor Introductions early in the Conference PARTNER FIRMA has a reciprocal exhibitor policy that is extended to financial service industry associations and organizations. FIRMA s partner organizations are offered complimentary Exhibitor benefits at the annual conference. Please contact the FIRMA Office for additional information as to becoming a Partner Organization. PAGE 7

8 2019 FIRMA National Risk Management Training Conference Sponsor/Exhibitor Registration Form Contact Information: Please list the name of your company s marketing contact for inclusion in attendee materials. A one-half page company description and corporate logo are due to Amy Caple by February 28, Contact Name: Title: Company Name: Company Address: Telephone number: Address: Company Website: Select One: DIAMOND Sponsor - $16,000 GOLD Sponsor - $8,000 Choose sponsored amenity. Please indicate first and second choice. (subject to availability) Wi-fi Daily breaks Mobile app Lanyards SILVER Sponsor - $6,000 Choose sponsored amenity. Please indicate first and second choice. (subject to availability) Room keys Charging station Printing station EXHIBITOR - $3,800 PARTNER PAGE 1/3 (please fill out next page)

9 All Sponsor Levels and Exhibitors at the FIRMA National Conference receive two (2) registrations to the main Conference. Please provide the name(s) of the Sponsor representatives who will attend: Representative #1: Full Name: First Name for Name Badge: Title: Address: Telephone number: Address: Representative #2: Full Name: First Name for Name Badge: Title: Address: Telephone number: Address: Exhibitors may register additional Representatives at regular Conference Attendee rates. Representative #3: (complimentary for Diamond Sponsor; $1,000 for Gold/Silver Sponsors) Full Name: First Name for Name Badge: Title: Address: Telephone number: Address: Representative #4: (complimentary for Diamond Sponsor; $1,000 for Gold/Silver Sponsors) Full Name: First Name for Name Badge: Title: Address: Telephone number: Address: Sunday Workshops are separate and are not included in the Sponsor/Exhibitor packages. Please contact Amy Caple at (770) if you wish to register your representatives for a workshop. PAGE 2/3 (please fill out next page)

10 2019 FIRMA National Risk Management Training Conference Sponsor/Exhibitor Registration Form Please return completed forms with payments to: Amy Caple P.O. Box FIRMA Telephone: (770) Marietta, GA Fax: (770) Payments may be made online at: OR Payment Method (choose one): Payment is enclosed (make check payable to FIRMA ) Please charge my credit card (AmEx/Visa/MC/Discover): Card#: Exp. Date: / CVC Cardholder s Name (Please Print) Cardholder s Signature: Please bill me (provide billing contact): Name: Address: Telephone: For sponsorship questions or further advertising opportunities kindly contact: Amy Caple John Clark Casey Jeanneret (770) thefirma@att.net (919) clarkj@bbandt.com (402) cjeanneret@fnni.com PAGE 3/3

11 ORGANIZATIONS REPRESENTED AT THE FIRMA 32ND ANNUAL NATIONAL RISK MANAGEMENT TRAINING CONFERENCE SAN DIEGO, CALIFORNIA 2018 ALERUS AMARILLO NATIONAL BANK AMERICAN NATIONAL BANK & TRUST AMERIPRISE FINANCIAL AMERISERV TRUST & FINANCIAL SERVICES COMPANY ANB BANK ARKANSAS STATE BANK DEPARTMENT BAKER TILLY VIRCHOW KRAUSE, LLP BANCORPSOUTH BANK OF AMERICA BANK OF HAWAII BANK OF STOCKTON BANK OF THE WEST BANKERS TRUST COMPANY BANKVISION, INC. BB&T BBVA COMPASS BKD, LLP BMO HARRIS BNC NATIONAL BANK BNY MELLON CA DEPT OF BUSINESS OVERSIGHT CADENCE BANK, NA CAPITAL BANK AND TRUST COMPANY CAPITAL GROUP COMPANIES CAPITAL ONE CENTENNIAL BANK CENTRAL BANCOMPANY CENTRAL NATIONAL BANK CENTURY BANK CHARLES SCHWAB CIBC BANK USA CITIZENS BUSINESS BANK CITY NATIONAL BANK COMMERCE BANK COMMUNITY TRUST BANK COMPLIANCE SERVICES GROUP, LLC COMPTROLLER OF THE CURRENCY CONSTELLATION TRUST COMPANY COUNTRY FINANCIAL DELOITTE & TOUCHE, LLP DESERET TRUST COMPANY EDWARD JONES EMPRISE FINANCIAL CORPORATION EXTRACO BANKS FDIC FEDERAL RESERVE BANK OF ATLANTA FEDERAL RESERVE BANK OF CHICAGO FEDERAL RESERVE BANK OF CLEVELAND FEDERAL RESERVE BANK OF KANSAS CITY FEDERAL RESERVE BANK OF SAN FRANCISCO FIFTH THIRD BANK FINANCIAL OUTSOURCING SOLUTIONS, LLC FIRST BANKERS TRUST SERVICES FIRST FOUNDATION BANK FIRST HAWAIIAN BANK FIRST INTERSTATE BANCSYSTEM, INC. FIRST NATIONAL BANK OF FORT SMITH FIRST NATIONAL BANK OF OMAHA FIRST REPUBLIC BANK FIS FROST BANK FULTON FINANCIAL ADVISORS GODFREY & KAHN, S.C. GREENLEAF TRUST HUNTINGTON NATIONAL BANK IBERIABANK INDIANA DEPT OF FINANCIAL INSTITUTIONS INTEGRITY TRUST COMPANY INTEGRITY WEALTH MANAGEMENT INTRUST BANK IOWA DIVISION OF BANKING JEFFERSON BANK JOHNSON BANK JPMORGAN CHASE & CO JRMB II KENTUCKY FARMERS BANK KEY BANK KROPSCHOT CONSULTING PARTNERS M&T BANK / WILMINGTON TRUST MB FINANCIAL BANK MEMBERS TRUST COMPANY MERRILL LYNCH MUTUALBANK NATIONAL ADVISORS TRUST COMPANY NBT BANK NEWPORT TRUST COMPANY NORTH CAROLINA STATE EMPLOYEES CREDIT UNION OG TRUST SERVICES OHIO DIVISION OF FINANCIAL INSTITUTIONS OLD NATIONAL WEALTH MANAGEMENT OLD POINT NATIONAL BANK OLD POINT TRUST PAI TRUST COMPANY PEAK TRUST COMPANY PNC RABOBANK RAYMOND JAMES REGIONS BANK RENASANT BANK ROCKLAND TRUST CO. SAGEWORTH TRUST COMPANY SANDY SPRING BANK SECURIAN TRUST COMPANY SHESHUNOFF CONSULTING + SOLUTIONS STATE OF COLORADO, DIVISION OF BANKING SYNOVUS TRUST COMPANY TCV TRUST & WEALTH MANAGEMENT TEXAS BANK & TRUST CO. TEXAS DEPARTMENT OF BANKING THE BANK OF MISSOURI THE BANK OF NOVA SCOTIA TRUST COMPANY BAHAMAS LTD THE FIRST NATIONAL BANK OF SIOUX FALLS THE GLENMEDE TRUST COMPANY THE PRIVATE TRUST COMPANY, NA THRIVENT FINANCIAL TMI TRUST COMPANY TOLLESON PRIVATE BANK TRUST COMPANY OF THE SOUTH TRUST COMPANY OF VIRGINIA TRUSTMARK NATIONAL BANK U.S. BANCORP UNIFIED TRUST COMPANY, NA UNION BANK & TRUST US BANK USAA FSB VIRGINIA BUREAU OF FINANCIAL INSTITUTIONS WASHINGTON TRUST BANK WELLS FARGO WHITTIER TRUST COMPANY ZIONS BANCORP