unities What is CEFLI? The Compliance meet Why Sponsor? professionals in If you innovative innovative ideas ethics arena.

Transcription

1 COMPLIANCE & ETHICS FORUM FOR LIFE INSURERSS Sponsorship & Exhibitor Opportunities 2012 Unclaimed Property Summit Meeting II November 13, Crowne Plaza Chicago O Hare Hotel and Conference Center

2 Sponsorship & Exhibitor Opportu unities What is? The Compliance & Ethics Forum for Life Insurers ( )) works exclusively on behalf of compliance and ethics professionals inn the life insurance industry. s core mission is to provide its members with a connection to exclusive resources to meet their ever changing needs. Why Sponsor? Industry Leaders: Demonstrate your support of and other ethics and compliance professionals. Sponsorship allows you to differentiate your company from the rest and position your company as a leader in compliance and ethics within the insurance industry. Sponsoring a event is also a good way off broadening your competitive edge, by improving your image, prestige and credibilityy with otherr thought leaders and professionals in the industry. Sponsors are entitled to exclusive access to ourr community, premier recognition, and opportunities to connect and better distinguish their company. Vendors/Resource Providers: If you provide products, tools, services or other value added material to the life insurance industry and your target audiences are compliance, ethics or legal professionals, then this is one event you don t want to miss. offers you an excellent opportunity to interface with the insurance industry s most innovative thinkers. Attendees represent insurers searching for creative and innovative ideas that will give them a competitivee advantage in the compliance and ethics arena. 2 www. cefli.org

3 Benefits of Sponsoring/Exhibiting? Demonstrate e your support of the Compliance e & Ethics Forum for Life Insurers. Create competitor differentiation by placing your products front and center. Reach and influence qualified decision-makers in the life insurance industry. Meet one on one with compliance officers of major insurance carriers. Superior networking opportunities. Reinforce name recognition. Showcase your product attributes. Recognition at general session and hosted event. Recognition of your firm on conference website and conference materials. Attendee Profile Chief Ethics Officers Chief Compliance Officers Chief Legal Officers Marketing/C Communications Professionals In today s demanding regulatory environment, it s nice to know that there is one organization where I can go to get the information I need to do my job effectively. CAROL STERN, VICE PRESIDENT, CHIEF COMPLIANCE OFFICER, ING US Trade Association Executives Industry Associates Financial Services Industry Leaders Federal Representative from the SEC and FINRA NAIC and State Insurance Department Representatives 3 www. cefli.org

4 UNCLAIMED PROPERTY II - SPONSORSHIP OPPORTUNITIES EVENT SPONSOR R: GOLD LEVEL: $10,000 THREE Complimentary Conference Registrations. Sponsor logo prominently displayed in one issue of Connection prior to Conference. Company marketing insert in registration packet. Posting of company logo on Meeting page w/hyperlink back to your site. Advance copy of Meeting registration list. Company logo displayed on program agenda. Sponsor ribbons You company logo at event registration area. Freee Exhibitor Table in Exhibit Area SILVER LEVEL: $8,000 TWO Complimentary Conference Registrations. Company marketing insert in registration packet. Posting of company logo on Meeting page w/hyperlink back to your site. Advance copy of Meeting registration list. Company logo displayed on program agenda. Sponsor ribbons You company logo at event registration area. Freee Exhibitor Table in Exhibit Area BRONZE LEVEL: $6,000 ONE Complimentary Conference Registrations. Posting of company logo on Meeting page w/hyperlink back to your site. Advance copy of Meeting registration list. Company logo displayed on program agenda. Sponsor ribbons You company logo at event registration area. Freee Exhibitor Table in Exhibit Area Additional Sponsorship p Opportunities on Following Page. 4 www. cefli.org

5 LUNCH SPONSOR R: $5,000 Company marketing insert in registration packet. Posting of company logo on Meeting page w/hyperlink back to your site. Advance copy of Meeting registration list. Company logo displayed on program agenda next too sponsored event. Sponsor ribbons Freee Exhibitor Table in Exhibit Area CONTINENTAL BREAKFAST: $3, 000 Posting of company logo on Meeting page w/hyperlink back to your site. Advance copy of Meeting registration list. Company logo displayed on program agenda. Sponsor ribbons Freee Exhibitor Table in Exhibit Area BREAK: $2, 000 Advance copy of Meeting registration list. Company logo displayed on program agenda next too sponsored presenter. Sponsor ribbons \ Freee Exhibitor Table in Exhibit Area 5 www. cefli.org

6 How can I Participate? If you are interested in participating in sponsoring or exhibiting at our event, please complete the Sponsorship and/or Exhibitor Application Form and submit, with payment, to at your earliest convenience. All Sponsors will receive a FREE exhibitor table with their paid Sponsorship. There are a limited number of sponsorship and exhibitor opportunities available. Applications will be reviewed for applicability to our core mission and processed in the order they are received. If you application is approved, you will then be notified and your payment will be processed. In the case that your application is not approved all monies received will be promptly refunded. For More Information? For more information or if you have additional questions, please contact Margie Lopez at or via at MargieLopez@.org. 6 www. cefli.org

7 UNCLAIMED PROPERTY II SPONSORSHIP REQUEST APPLICATION Company Contact Title Phone Address City Faxx State Zip Code SPONSORSHIP LEVEL REQUESTED ( EVENT SPONSOR: Gold Silver Please Check) Bronze Lunch: Bkfst: : Break: Enclosed is a check made payable to or Charge the following credit card: The Amount of: VISA MC Discover Amex CREDIT CARD NUMBER EXPIRATION DATE VERIFICATION CODE NAME (as( it appears on card) BILLING ADDRESS ZIP CODE PLEASE PROVIDE A BRIEF DESCRIPTION (50 Words or less) OF YOUR ORGANIZATION BELOW, OR YOU MAY A BRIEF DESCRIPTION TO MargieLopez@.org. EACH REQUEST WILL BE REVIEWED BY FOR APPROVAL. Sponsorships requests from organizations or industries whose principles, policies, or conduct conflict with the values of will not be approved. Relationships with must preserve trust, credibility and the objectivity of information, priorities, programs and decisions. A confirmation letter will be sent upon acceptance of your sponsorshipp request. If your sponsorship request is not accepted, all fees with be refunded. Return Sponsorship Request, Company Description and Paymentt To: Margie Lopez via Mail:,,, Margielopez@cefli.org or Facsimile: (240) www. cefli.org

8 UNCLAIMED PROPERT TY II EXHIBITOR APPLICATION Company Contact Title Phone Address City Faxx State Zip Code Exhibitor Table (Sponsor)... Complimentary Exhibitor Table (Non-Sponsor)... $1, (Received by Oct. 30 th ) Exhibitor Table (Non-Sponsor)... $1, ( (Received after Oct. 30 th ) Payment Please Charge $ to: American Express MasterCard Visa Credit Card Number Expiration Date Verification Code Billing Address City State Zip Name as it Appears on Card Signature Enclosed is a check made payable to in the amount of $ PLEASE PROVIDE A BRIEF DESCRIPTION (50 Words or less) OF YOUR ORGANIZATIONN VIA TO MargieLopez@.org. Exhibit Fee Includes: One 6 skirted table for your company materials and/or table top display. 2 Chairs and trash can. Hours: Setup: Exhibit Hours: Tear Down November November November 13, 2012: 7:00 8:30 AM 13, 2012: 9:00 4:00 PM 13, 2012: 4:00 5:00 PM On-Site Representative: Name: Title: Phone: Note: Exhibitors are not allowed in meeting room unless a separatee paid registration to attend the meeting is submitted. 8 www. cefli.org

9 Compliance & Ethics Forum for Life Insurers 7315 Wisconsin Avenue Suite 300E Bethesda, MD