CCO COMPLIANCE LEADERSHIP FORUM Sponsorship & Exhibitor Opportunities

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1 f COMPLIANCE & ETHICS FORUM FOR LIFE INSURERS CCO COMPLIANCE LEADERSHIP FORUM Sponsorship & Exhibitor Opportunities CCO Compliance Leadership Forum September 22-23, 2014 Hyatt Regency McCormick Place Chicago, IL

2 Sponsorship & Exhibitor Opportunities What is? The Compliance & Ethics Forum for Life Insurers ( ) works exclusively on behalf of compliance and ethics professionals in 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 of broadening your competitive edge, by improving your image, prestige and credibility with other thought leaders and professionals in the industry. Sponsors are entitled to exclusive access to our 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 competitive advantage in the compliance and ethics arena. 2

3 Benefits of Sponsoring/Exhibiting? Demonstrate your support of the Compliance & 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/Communications Professionals Trade Association Executives Industry Associates Financial Services Industry Leaders Federal Representative from the SEC and FINRA NAIC and State Insurance Department Representatives 3

4 EVENT SPONSOR: $5,000 ONE Complimentary Conference Registration. Additional Registrations at Early Bird Member Registration Rate. 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 and during event. Your company information with contact information in on-site registration packet. Free Exhibitor Table in Exhibit Area. RECEPTION: $4,000 ONE Complimentary Conference Registration. Additional Registrations at Non-Member Registration Rate. 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. Your company information with contact information in on-site registration packet. Free Exhibitor Table in Exhibit Area. LUNCH: $3,000 ONE Complimentary Conference Registration. Additional Registrations at Non-Member Registration Rate. 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. Your company information with contact information in on-site registration packet. Free Exhibitor Table in Exhibit Area. NETWORKING BREAKFAST: $2,000 ONE Complimentary Conference Registration. Additional Registrations at Non-Member Registration Rate. Advance copy of Meeting registration list. Company logo displayed on program agenda next to sponsored presenter. Your company information with contact information in on-site registration packet. Free Exhibitor Table in Exhibit Area. AM or PM BREAK: $1,500 ONE Complimentary Conference Registration. Additional Registrations at Non-Member Registration Rate. Advance copy of Meeting registration list. Company logo displayed on program agenda next to sponsored presenter. Your company information with contact information in on-site registration packet. Free Exhibitor Table in Exhibit Area EXHIBITOR: $1,195/$1,300 ONE Complimentary Conference Registration Additional Registrations at Non-Member Registration Rate. One 6 skirted table for your company materials and/or table top display. Your company information with contact information in on-site registration packet. 4

5 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 receive a COMPLIMENTARY Exhibitor Table and One COMPLIMENTARY Meeting Registration 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. 5

6 CCO Compliance Leadership Forum SPONSORSHIP REQUEST APPLICATION Directory Contact Information: NOTE: This information will be printed in the onsite program. Company Contact Title Phone Fax Address City State Zip Code SPONSORSHIP LEVEL REQUESTED (Please Check) EVENT SPONSOR: SESSION SPONSOR: Reception: Lunch: Bkfst: AM Break: PM 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 OF YOUR ORGANIZATION VIA 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 sponsorship request. If your sponsorship request is not accepted, all fees with be refunded. All Sponsors Receive a Complimentary Exhibit Booth Please Complete the attached Exhibitor Application Form with your Sponsor Application: Return Sponsorship/Exhibitor Request, Company Description and Payment To: Margie Lopez via Mail:,,, Margielopez@cefli.org or Facsimile: (240)

7 CCO COMPLIANCE LEADERSHIP FORUM EXHIBITOR APPLICATION Directory Contact Information: NOTE: This information will be printed in the onsite program. Company Contact Title Phone Address City Fax State Zip Code Exhibitor Table (Sponsor)...Complimentary Exhibitor Table (Non-Sponsor)... $1,195.00* (Received by Sept 8) Exhibitor Table (Non-Sponsor)... $1,300.00* (Received after Sept 8) 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 $ * (*include any paid registrations) Sponsors and Exhibitors Receive: One Complimentary Meeting Registration** One 6 skirted table for your company materials and/or table top display. 2 Chairs and trash can. Complimentary Meeting Registration: Name: Title: Phone: Additional Paid Meeting Registrations: Event Sponsor: $595 - All other Sponsors and Exhibitors: $995 Early Bird or $1,125after 09/01/14 Name: Title: Phone: Name: Title: Phone: Return Sponsorship/Exhibitor Request, Company Description and Payment To: Margie Lopez via Mail:,, or Margielopez@cefli.org or Facsimile: (240)

8 Compliance & Ethics Forum for Life Insurers