2020SPONSORSHIP KIT 27-29 - APRIL - The Financial Brand Forum

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2020SPONSORSHIP KIT 27-29 - APRIL - The Financial Brand Forum
FORUM

2020
SPONSORSHIP KIT

    APRIL
    27-29

  Forum2020.com
2020SPONSORSHIP KIT 27-29 - APRIL - The Financial Brand Forum
About the Forum                                                                                                                                               2

THE FINANCIAL BRAND FORUM is the                                                      2020 KEYNOTE SPEAKERS
largest and fastest growing conference
for executives working in retail banking.                                                                    OPENING KEYNOTE
                                                                                                            ——————————————
                                                                                                              THE HABITS OF
                                                                                                             GREATNESS

The FORUM 2020 is hosted by The Financial Brand, one
of the largest websites in banking, with nearly                                             STEVE YOUNG                          JERRY RICE
                                                                                        FINTECH INVESTOR & NFL                  NFL HALL OF FAME
2 million readers in 200+ countries.                                                  HALL OF FAME QUARTERBACK                   WIDE RECEIVER

The FORUM 2020 is specifically engineered to help
retail financial institutions tackle their biggest branding,
marketing and retail challenges, with over 100 world-
class speakers and more than 60 hours of content —                                                    SUNDAY NIGHT                             CLOSING
                                                                                                    ENTERTAINMENT                            KEYNOTE
three days jam-packed with the latest ideas, insights
and innovations that are transforming the banking                                            JAY LENO                      MARTHA STEWART
                                                                                            COMEDY LEGEND                 INTERNATIONAL BUSINESS &
industry today.                                                                                                              BRANDING ROCK STAR

FOUNDER                           SALES CONTACT
Jeffry Pilcher                    Tami Brown
CEO/President                     VP/Sales & Account Service
jpilcher@thefinancialbrand.com    tbrown@thefinancialbrand.com
                                                                                                     TUESDAY MORNING                      WEDNESDAY MORNING
206-518-1992                      214-878-7825                                                        KEYNOTE                                KEYNOTE

                                                                                            SETH GODIN                         JEREMY GUTSCHE
                                                                                       GLOBAL BRANDING EXPERT           FUTURIST AND TREND HUNTER

                                          Forum2020.com | Aria Hotel & Resort | Las Vegas                                               APRIL 27-29
2020SPONSORSHIP KIT 27-29 - APRIL - The Financial Brand Forum
Stats & Facts                                                                                                                                                        3

                                                                  1 IN 15
ATTENDEE GROWTH                                 2,500+

                                                                                                                             ATTENDEES WHO WORK AT A
                                      2,015+
                                                                  OF ALL BANKING PROVIDERS
                                                                                                                67%          RETAIL FINANCIAL INSTITUTION
                                                                                                                             (47% INDUSTRY AVERAGE)
                              1,742
                                                                IN THE U.S. ATTEND THE FORUM
                      1,482

              1,180

                                                                                                                             ATTENDEES WHO WORK AT AN
                                                                                                                58%
       880

                                                                  1 OUT OF 3
                                                                                                                             INSTITUTION WITH MORE
480                                                                                                                          THAN $1 BILLION IN ASSETS

                                                                 OF THE 1,000 BIGGEST BANKS
2014   2015   2016    2017    2018    2019      2020
                                               (Projected)      IN THE U.S. ATTEND THE FORUM

900+
                                                                                                                             INSTITUTIONS IN THE U.S.
                                        DIFFERENT FINANCIAL                                                     37%          WITH $10+ BILLION IN ASSETS
                                                                                                                             WHO ATTEND THE FORUM
                                        INSTITUTIONS

$10.2 TRILLION ASSETS REPRESENTED
$21 BILLION AVERAGE ASSET SIZE                                                                           C-LEVEL
                                                                                                         OR EVP
                                                                                                                                  VICE
                                                                                                                               PRESIDENT
                                                                                                                                                       DIRECTOR
                                                                                                                                                      OR MANAGER

$1.5 BILLION MEDIAN ASSET SIZE                                                                         22%                     41%                    31%
                                                                                                                  The most common titles attendees hold
                                                                                                               include CMO, CEO, COO, EVP, VP, SVP and AVP.

                                                             Forum2020.com | Aria Hotel & Resort | Las Vegas                                           APRIL 27-29
2020SPONSORSHIP KIT 27-29 - APRIL - The Financial Brand Forum
Who Attends                                                                                                        4

Put your company in front of over 2,500+
senior-level decision makers from over
900+ different financial institutions.
                                      TOTAL # IN         # AT THE       % AT THE
U.S. Penetration                    THE U.S. FORUM FORUM

All U.S. banking providers           11,371    795  7.0%
U.S. institutions – $1B+ in assets    1,022    319 31.2%
U.S. institutions – $10B+ in assets     148     89 60.1%

		           TOTAL # OF                                                 % OF ALL
Asset Tiers		ATTENDEES                                                ATTENDEES

Assets over $10 billion		                                     217         12.5%
Assets over $1 billion		                                     991           57.1%
Assets over $500 million		                                 1,403          80.8%

		            TOTAL # OF                                                % OF ALL
Role & Title		ATTENDEES                                               ATTENDEES

Vice president level or higher		                           1,097          63.2%
C-level executives and board members		                       413          23.8%
Attendees with “Marketing” in their title		                  852          49.1%

(All numbers represent estimates/projections for the Forum 2020.)

                                                   Forum2020.com | Aria Hotel & Resort | Las Vegas   APRIL 27-29
2020SPONSORSHIP KIT 27-29 - APRIL - The Financial Brand Forum
Unbeatable Value                                                                            THE FINANCIAL
                                                                                            BRAND FORUM
                                                                                                                             5

The Forum guarantees you’ll engage with more
prospects and generate more qualified leads
instead of wasting time talking to other service
                                                                                             14:1
providers and exhibitors.

At most conferences, there are often more
consultants and solution providers attending than
there are actual financial institutions.
                                                                                            THERE WERE 14 ATTENDEES
Not at The Financial Brand Forum.                                                      FROM FINANCIAL INSTITUTIONS FOR
                                                                                       EVERY 1 EXHIBITOR AT THE FORUM 2019

We restrict the number of vendors, sponsors and
exhibitors who can participate, ensuring that for every                                  INDUSTRY AVERAGE
one exhibitor at the Forum 2020, there will be
at least a dozen attendees from a financial
institution. This is the highest attendee-to-exhibitor
                                                                                                  5:1
ratio you’ll find anywhere.
                                                                                                5 ATTENDEES FROM
Bottom line? You get more value for your investment.                                         FINANCIAL INSTITUTIONS
                                                                                              FOR EVERY 1 EXHIBITOR

                                     Forum2020.com | Aria Hotel & Resort | Las Vegas                           APRIL 27-29
2020SPONSORSHIP KIT 27-29 - APRIL - The Financial Brand Forum
How It Works                                                                                                                      6

Build your own sponsorship package —
customized to your objectives, your budget
and the booth space you want!

       Look at the Forum 2020 Exhibit Hall layout                                   PARTNER LEVEL — $75,000+
                                                                                    »   Over 3,000 credits included
       on the following page, and the list of costs                                »   Attendee direct mail contact list
       on pages 8 and 9. Pick your booth location,                                  »   Up to 20 all-access staff passes
                                                                                    »   Presenting Partners get a ton of
       your total investment, and/or your desired                                       additional benefits — ask us!
       sponsorship level. (Kiosks are also available.)
                                                                                    PLATINUM LEVEL — $45,000+
                                                                                    » Includes at least 2,000 credits
                                                                                    » Up to 10 all-access staff passes
       All Gold, Platinum and Partner level
       sponsorships include “credits”. Allocate your                                GOLD LEVEL — $19,500+
                                                                                    » Between 875 and 1,125 credits
       credits on the à
                       la carte sponsorship items                                  » Up to 6 all-access staff passes
       you want to create the perfect package for
       your company!                                                                SILVER LEVEL — $6,000+
                                                                                    » Up to 3 all-access staff passes
                                                                                    » Sorry, credits are not included
                                                                                      and cannot be purchased

                                  Forum2020.com | Aria Hotel & Resort | Las Vegas                                   APRIL 27-29
2020SPONSORSHIP KIT 27-29 - APRIL - The Financial Brand Forum
Exhibit Hall                                                                                                                                                                   7

FORUM 2020 MARKETPLACE – ARIA HOTEL & RESORT
WEST CONFERENCE CENTER - LEVEL 1
                                                                                             ENTRANCE
                                                                                               ENTRANCE

    SEATING                                                                                     K1   K13                                                             SEATING
                          162     164   262         362   364      462                                            662               764      862 864     962
                                              263                        463   561   563             K12                663   761                              963
                                                                                                K2
                          161     163   261         361   363      461                                            661               763      861   863   961
                                                                                                     K11
                                                                                                K3

                051         152           252         352                        552                 K10                        752          852 854     952 954
                                                                     451                                            651
                                151       251         351                        551            K4                              751            851       951 953
                                                                                                     K9

  BUFFET
                                                                                                K5   K8
              042 044       142           242                                                                                   742            842       942 944
                                                      341            441             541                          641
              041 043           141       241                                                                                   741            841         941       BUFFET

  BUFFET
              032 034       132           232                                                                                   732            832         932
                                                      331            431             531                          631
              031 033           131       231                                                                                   731            831       931 933
                                                                                                K6   K7                                                              BUFFET

                    024     122           222         322            422                                                        722            822       922 924
  BUFFET      021                                                                    521                            621
                    023         121       221         321          421 423                                                      721            821       921 923

                          112     114   212         312   314      412               514                          612               714      812   814   912
                                              213                        413   511                                      613   711                              913
                          111     113   211         311   313      411               513                          611               713      811   813   911

    SEATING                                                                                                                                                          SEATING

   SOLD/UNAVAILABLE                           BEVERAGE STATION                         BEVERAGE & ESPRESSO STATION                        KIOSK LOCATION

                                                                Forum2020.com | Aria Hotel & Resort | Las Vegas                                                  APRIL 27-29
2020SPONSORSHIP KIT 27-29 - APRIL - The Financial Brand Forum
Premium Exhibit Space                                                                                                      8

The biggest and best                GOLD BOOTHS (20x10)
                                    BOOTH #            COST            CREDITS       BOOTH #      COST         CREDITS
locations in the                       021             SOLD              SOLD         552         $30,000       1,500
FORUM 2020 exhibit hall!               121
                                       122
                                                       SOLD
                                                       SOLD
                                                                         SOLD
                                                                         SOLD
                                                                                      561
                                                                                      563
                                                                                                   SOLD
                                                                                                   SOLD
                                                                                                                SOLD
                                                                                                                SOLD
                                       131             SOLD              SOLD         613          SOLD         SOLD
                                       132             SOLD              SOLD         663          SOLD         SOLD
 PARTNER BOOTHS (20x30)                141             SOLD              SOLD         711          SOLD         SOLD
 BOOTH #     COST        CREDITS       142             SOLD              SOLD         721          SOLD         SOLD
  051          SOLD       SOLD         151             SOLD              SOLD         722          SOLD         SOLD
  631          SOLD       SOLD         152             SOLD              SOLD         731          SOLD         SOLD
  641          SOLD       SOLD         213             SOLD              SOLD         732          SOLD         SOLD
  521         $115,000    5,000        221             SOLD              SOLD         741          SOLD         SOLD
  531          SOLD       SOLD         222             SOLD              SOLD
                                                                                      742          SOLD         SOLD
  541          SOLD       SOLD         231             SOLD              SOLD
                                                                                      751          SOLD         SOLD
                                       232             SOLD              SOLD
                                                                                      752          SOLD         SOLD
                                       241             SOLD              SOLD
   PRESENTING SPONSOR                                                                 761          SOLD         SOLD
                                       242             SOLD              SOLD
                                                                                      821          SOLD         SOLD
                                       251             SOLD              SOLD
                                       252             SOLD              SOLD         822          SOLD         SOLD
                                       263             SOLD              SOLD         831          SOLD         SOLD
 PLATINUM BOOTHS (20x20)               321             SOLD              SOLD         832          SOLD         SOLD
 BOOTH #      COST       CREDITS       322             SOLD              SOLD         841          SOLD         SOLD
   331        SOLD        SOLD         351             SOLD              SOLD         842          SOLD         SOLD
   341        SOLD        SOLD         352             SOLD              SOLD         851          SOLD         SOLD
   431        SOLD        SOLD         413             SOLD              SOLD         913          SOLD         SOLD
   441        SOLD        SOLD         422            $25,000             950         932          SOLD         SOLD
   451        SOLD        SOLD         463             SOLD              SOLD         941          SOLD         SOLD
   621        SOLD        SOLD         511             SOLD              SOLD         963          SOLD         SOLD
   651        SOLD        SOLD         551             SOLD              SOLD

                                                                BEVERAGE STATION      BEVERAGE & ESPRESSO STATION

                                   Forum2020.com | Aria Hotel & Resort | Las Vegas                           APRIL 27-29
2020SPONSORSHIP KIT 27-29 - APRIL - The Financial Brand Forum
Basic 10x10 Booths                                                                                                9

The most affordable way to have a presence at the FORUM 2020
and generate leads from the senior-level executives you’re targeting!

 SILVER BOOTHS (10x10)
 BOOTH #   COST     CREDITS     BOOTH #            COST            CREDITS      BOOTH #   COST       CREDITS
  023       SOLD     SOLD         314               SOLD            SOLD          852      SOLD       SOLD
  024       SOLD     SOLD         361               SOLD            SOLD          854      SOLD       SOLD
  031       SOLD     SOLD         362               SOLD            SOLD          861      SOLD       SOLD
  032       SOLD     SOLD         363               SOLD            SOLD          862      SOLD       SOLD
  033       SOLD     SOLD         364               $7,000           n/a          863      SOLD       SOLD
  034       SOLD     SOLD         411               SOLD            SOLD          864      SOLD       SOLD
  041       SOLD     SOLD         412               SOLD            SOLD          911      SOLD       SOLD
  042       SOLD     SOLD         421               SOLD            SOLD          912      SOLD       SOLD
  043       SOLD     SOLD         423               SOLD            SOLD          921      SOLD       SOLD
  044       SOLD     SOLD         461               SOLD            SOLD          922      SOLD       SOLD
   111      SOLD     SOLD         462               SOLD            SOLD          923      SOLD       SOLD
  112       SOLD     SOLD         513               $9,995           N/A          924      SOLD       SOLD
  113       SOLD     SOLD         514               SOLD            SOLD          931      SOLD       SOLD
  114       SOLD     SOLD         611               $9,995           N/A          933      SOLD       SOLD
  161       SOLD     SOLD         612               $9,995           N/A          942      SOLD       SOLD
  162       SOLD     SOLD         661               $9,995           N/A          944      SOLD       SOLD
  163       SOLD     SOLD         662               $9,995           N/A          951      SOLD       SOLD
  164       SOLD     SOLD         713               SOLD            SOLD          952      SOLD       SOLD
  211       SOLD     SOLD         714               SOLD            SOLD          953      SOLD       SOLD
  212       SOLD     SOLD         763               SOLD            SOLD          954      SOLD       SOLD
  261       SOLD     SOLD         764               SOLD            SOLD          961      $6,750      n/a
  262       SOLD     SOLD         811               SOLD            SOLD          962      SOLD       SOLD
  311       SOLD     SOLD         812               SOLD            SOLD
  312       SOLD     SOLD         813               SOLD            SOLD
  313       SOLD     SOLD         814               SOLD            SOLD

                              Forum2020.com | Aria Hotel & Resort | Las Vegas                       APRIL 27-29
2020SPONSORSHIP KIT 27-29 - APRIL - The Financial Brand Forum
20x10 Beverage Station                                                                                                                         10

   Fully-branded, pre-assembled booths with guaranteed attendee traffic!

   ULTRA CONVENIENT                               OPTIONAL LCD SCREEN                         BEVERAGES INCLUDED
   Don’t blow a ton of                            Run demos and share                         Coffee and juice served for breakfast. Iced
   money shipping a booth,                        your marketing messages.                    tea, water and lemonade served during lunch.
   then waste your time                                                                       During receptions, you’ll have a bartender
   putting it together —                                                                      serving beer, wine and mixed drinks.
   we do it all for you!

 ONLY 10                                                                                                             CUSTOM BRANDED

AVAILABLE!                                                                                                           BACKDROP
                                                                                                                     Huge 20-foot wall with
                                                                                                                     your logo and graphics.

   CARPET
   Define your space
   and provide
   extra comfort
   for your team.

                                                                                                                     COACHING
                                                                                                                     & TRAINING
                                                                                                                     We will show you
   STARBUCKS ESPRESSO                                                                                                how to generate the
   Booths #213, #263, #913 and                                                                                       maximum number of
   #963 include a barista serving       BRANDED BAR                                                                  leads when attendees
   attendees their favorite Starbucks   Customize the bar                                                            start stacking up in line
   espresso beverages during all        with your own graphics.                                                      for beverages.
   three breakfasts.

                                            Forum2020.com | Aria Hotel & Resort | Las Vegas                                 APRIL 27-29
Custom Booth Space                                                                                                                      11

The ultimate in convenience! Don’t blow tons of money shipping a booth,
then lose valuable time putting it together — we do it all for you!
Just bring your marketing materials and you’re ready to go!

                                                20x10 Booth
                                                ($5,950 or 575 credits)
                                                Includes: Custom branded graphic backwall,
                                                table and chairs, installation and break down.

                                                Additional Options:
                                                Carpet (recommended), LCD monitor,
                                                                                                 Hanging Canopy
                                                  internet, other furniture.                     (375 credits)
                                                                                                 Includes: 10’ wide by 3’ tall custom
                                                                                                 banner in circular or triangular
                                                                                                 shape, hardware, rigging and
                                                                                                 installation.

Branded Kiosks                                                                                   10x10 Booth
($9,995 or 500 credits)                                                                          ($3,825)

For just a bit more than it would                                                                Includes: Custom branded graphic
cost to send two attendees from                                                                  backwall, table and chairs, full
your company, you can have your                                                                  installation and break down.
own freestanding kiosk located in the
heart of the exhibit hall. Includes:                                                             Additional Options:
                                                                                                 Carpet (recommended), LCD
■   Two staff passes                                                                             monitor, internet, other furniture.
■   Custom branded graphics
■   Two stools
■   Circular rug
■   Install and dismantle
    Optional LCD monitor

                                        Forum2020.com | Aria Hotel & Resort | Las Vegas                               APRIL 27-29
Private Function Space                                                                                                                      12

Build relationships directly with attendees in your own private venue where
you can host your own sessions and have important meetings.

Private Bluethorn                            Private Copperleaf                                Private Reception &
Meeting Room                                 Meeting Room                                      Party Suite
(750 credits)                                (950 credits)                                     (600 credits)

Capacity: Up to 25 attendees                 Capacity: Up to 40 attendees                      Capacity: 25
Duration: Sunday through Wednesday           Duration: Sunday through Wednesday                Duration: 3 hours
                                                                                               Includes: $2,000 food and beverage credit
Your own space to do whatever you like       Your own space to do whatever you like
for four days! Located right across from     for four days! These rooms are perfect            Host your own private VIP party for a
the Forum 2020 exhibit hall, these rooms     for hosting exclusive breakfasts, lunches,        select group of attendees in this gorgeous
come equipped with built-in projection       and meetings. You can even host your              suite with breathtaking views.
systems and drop-down projection             own private sessions throughout the
screens.                                     conference.                                       Create special invitations you can give
                                                                                               to your top prospects and best clients,
Invite attendees to join you for exclusive   Each room comes equipped with the                 then spend time together cultivating
breakfasts, lunches, and meetings.           technology needed to make presentations           relationships in this relaxed, upscale and
You can even host your own private           a breeze, including a built-in projection         intimate environment.
sessions throughout the duration of the      system and drop-down projection screen.
conference.

                                             Forum2020.com | Aria Hotel & Resort | Las Vegas                                 APRIL 27-29
Forum 2020 Magazine                                                                                               13

A magazine loaded with nothing but great content —
a valuable resource attendees will read and keep!
Publish an article with your company’s insights or share
a case study. You can interview key people on your
team and include their quotes to showcase your range
of expertise and depth of knowledge. Bring your story
to life by including photos of key people, your clients,
charts, graphs, and/or your finished solution. This
magazine will be given to all attendees at the Forum
2020, and a digital copy will be sent to them via email.

Featured Article with Photo
of Your CEO on the Cover
(Sold out)
Limited to Platinum and Partner level sponsors only

Standard Two-Page Article
(175 credits or $1,250)

Two-Page Article Featured on Cover
(250 credits)
Limited to four sponsors only

Two-Page Article with Full-Page Ad
(300 credits or $1,750)

                                                  Forum2020.com | Aria Hotel & Resort | Las Vegas   APRIL 27-29
Offsite Networking                                                                                                                              14

Have fun building relationships while entertaining attendees!

Topgolf                                          High Roller                                       Eiffel Tower
(1,150 credits)                                  (595 credits)                                     Reception
Capacity: 30 attendees                           Capacity: 20 attendees                            (795 credits)
Duration: 2 hours                                Duration: 2 hours
                                                                                                   Capacity: 60 attendees
                                                 Includes:                                         Duration: 2 hours
Includes:
                                                 ■ VIP cabin
■ Private golf bay

■ Open bar with cocktails
                                                 ■ Expedited boarding and VIP escort               Includes:
                                                 ■ Premium open bar with bartender                 ■ Open bar with cocktails
■ Hors d’oeuvres
                                                 ■ Two complete revolutions                        ■ French-inspired hors d’oeuvres
■ Round trip transportation
                                                 ■ Round trip transportation                       ■ Round trip transportation

Topgolf is one of the hottest new concepts
                                                 Soar 550 feet above the center of the Las         With an upscale atmosphere and a
in Las Vegas — a four-level entertainment
                                                 Vegas Strip on the High Roller, the world’s       spectacular view of the Strip overlooking
venue with interactive golf games and
                                                 tallest “observation wheel.” Network with         the Bellagio Fountains, the private party
balls that score themselves. Tee off with
                                                 attendees while enjoying cocktails as you         room inside the Eiffel Tower will impress
attendees in your own climate-controlled
                                                 take in sweeping 360-degree views.                your clients and guests with a truly
hitting bay, or sip a signature cocktail while
                                                                                                   memorable event.
noshing on upscale American classics.

                                                 Forum2020.com | Aria Hotel & Resort | Las Vegas                                  APRIL 27-29
Offsite Networking                                                                                                                           15

Have fun building relationships while entertaining attendees!

VooDoo                                       Zappos                                            Neon
Rooftop                                      Tours                                             Museum
Lounge at the Rio                            (Sold out)                                        (640 credits)
(1,195 credits)                              Number of Tours: 4                                Capacity: 22 attendees
                                             Capacity: 40 attendees (each tour)                Duration: 2 hours
Capacity: 50 attendees                       Duration: 2 hours
Duration: 2 hours
                                                                                               Includes:
                                             Includes:                                         ■ Round trip transportation
Includes:                                    ■ Sponsorship of all four tours
■ Private outdoor lounge
                                             ■ Round trip transportation
■ Priority access with a VIP host escort
                                                                                               Known as the “Boneyard”, the Neon
                                             ■ Afternoon tour includes boxed lunches
■ Open bar with bottle service
                                                                                               Museum is home to hundreds of the most
■ Hors d’oeuvres
                                                                                               famous marquee signs that once graced
                                             Take attendees on a unique tour inside the        the Las Vegas Strip. This electric venue is
■ Round trip transportation
                                             world-famous Zappos organization, and             the perfect place for an outdoor party!
                                             get an exclusive peek inside their company
At 51 stories up, the VooDoo Lounge offers   culture. These tours have been one of the
a unique experience and unparalleled         most popular parts of The Financial Brand
views of the entire Las Vegas skyline.       Forum for the last six years straight!

                                             Forum2020.com | Aria Hotel & Resort | Las Vegas                                 APRIL 27-29
VIP Networking Events                                                                                                                          16

Surprise and delight attendees with these uniquely amazing
opportunities — exclusively for Platinum and Partner level sponsors.

Sky Villa Party                                 Backstage Meet &                                  Sky Villa Party
(1,350 credits)                                 Greet with Jay Leno                               with Jay Leno
Capacity: 40 attendees
                                                (600 credits)                                     (Ask about availability)
Duration: 2 hours
                                                Capacity: 10 attendees                            Capacity: Up to 40 attendees
Available: Monday, Tuesday, Wednesday
                                                Duration: 30 minutes                              Duration: 2 hours
Impress your top prospects and best             Day: Sunday, April 26th                           Day: Sunday, April 26th
clients in the ultimate entertainment
venue.                                          Give a select group of attendees the              Kick off the conference will a bang!
                                                opportunity of a lifetime! This is their          Book the Sky Villa on Sunday night
Usually reserved for high-rollers and           chance (and yours!) to meet Jay Leno, a           and Jay Leno will make a special guest
Hollywood celebrities, this massive             true celebrity and entertainment icon.            appearance at your party after his
hospitality suite is one of the top 10 most                                                       performance.
luxurious villas in Las Vegas.                  Join Jay backstage after his act on
Host your own private VIP party in this         Sunday night. Attendees can hello and             After your clients and prospects take
huge suite spanning two levels, with a          snap a selfie before heading out to a             selfies with the stand-up comedy legend,
wet bar, spiral staircase, marble floors, six   dinner. Make the evening one your VIPs            your team will have them wrapped
TVs, and countless seating areas.               will never forget!                                around their fingers for the next three
                                                                                                  days.

                                                Forum2020.com | Aria Hotel & Resort | Las Vegas                                  APRIL 27-29
VIP Networking Meals                                                                                                                      17

  Platinum and Partner level sponsors can treat attendees
to unforgettable meals with this year’s featured keynote speakers.

Breakfast with Steve                        Breakfast with                                    Lunch with
Young & Jerry Rice                          Seth Godin                                        Martha Stewart
(Sold out)                                  (Sold out)                                        (Sold out)

Capacity: 50 attendees                      Capacity: 30 attendees                            Capacity: 30 attendees
Duration: 1 hour                            Duration: 1 hour                                  Duration: 1 hour
Day: Monday, April 27th                     Day: Tuesday, April 28th                          Day: Wednesday, April 29th

Make a big first impression and start the   Seth Godin is widely regarded as one of           This is a once-in-a-lifetime opportunity!
conference off with an opportunity unlike   the world’s foremost experts on branding          Who wouldn’t want to say they had lunch
any other. Invite your company’s VIPs to    and marketing. Invite a select group of           with Martha Stewart? As the head of an
breakfast with living legends Steve Young   special attendees to join your team for           international media empire, she’s one of
and Jerry Rice before they take the stage   breakfast with Seth before he takes the           the most successful businesswomen on
for their opening keynote on “The Habits    stage for his keynote speech Tuesday              the planet — truly inspirational!
of Greatness.” This quarterback/receiver    morning.
won the Super Bowl and broke countless                                                        This fabulous three-course plated lunch
NFL records along the way, making this a                                                      wraps with a unique desert — your
meal to remember!                                                                             company name written in edible frosting
                                                                                              around the outside of the dish!

                                            Forum2020.com | Aria Hotel & Resort | Las Vegas                                APRIL 27-29
Networking Dinners                                                                                                                                    18

Spend valuable time with your top prospects
while you treat them to a world-class meal.

Herringbone                                                                      Jean Georges
(65 attendees for 1,950 credits)                                                 (20 attendees for 850 credits)
(40 attendees for 950 credits)                                                   (Chef’s semi-private table with 12 attendees for 575 credits)

Style: Fresh seafood                                                             Style: High-end steakhouse
Duration: 2 hours                                                                Duration: 2 hours
Includes: Dinner and drinks                                                      Includes: Dinner and drinks

Attendees will step outside onto a plush sun-soaked patio                        Jean Georges pushes the boundaries with an experience that’s
surrounded by a lush garden landscape, the dive into California-                 decidedly contemporary. This chophouse puts a masterful spin
inspired coastal cuisine and enjoy the freshest seafood in Las                   on traditional classics, featuring superb cuts of the finest meats
Vegas.                                                                           and seafoods from around the world.

The sophisticated loungelike dining concept at Herringbone                       Unexpected sauces and savory side dishes come alive with jolts
is the ideal setting for a relaxed, captivating, and interactive                 of vibrant seasonings, house-made rubs and flavored salts. Every
experience — the only restaurant where attendees can step                        taste delivers undeniable satisfaction — an unparalleled culinary
outside of the conference space and enjoy a warm Las Vegas                       achievement! And the boldly modern space features a high-
evening.                                                                         octane lounge that’s a true architectural masterpiece.

                                                    Forum2020.com | Aria Hotel & Resort | Las Vegas                                    APRIL 27-29
Networking Dinners                                                                                                                                  19

Spend valuable time with your top prospects
while you treat them to a world-class meal.

Javier’s                                                                       Catch
(24 attendees for 850 credits)                                                 (50 attendees for 1,950 credits)
                                                                               (20 attendees for 825 credits)
Style: Authentic Mexican cuisine
Duration: 2 hours                                                              Style: Fresh and sustainable seafood
Includes: Dinner and drinks                                                    Duration: 2 hours
                                                                               Includes: Dinner and drinks
Javier’s elevates familiar Mexican flavors to a whole new level
with its crowd-pleasing specialties. Attendees will savor the                  A favorite among A-listers and celebrities from New York to Los
complex, earthy spices that characterize authentic Latin cuisine               Angeles, CATCH features renditions of opulent Asian-influenced
while sipping on unique and delicious hand-shaken Margaritas.                  sushi, seafood and steak in a menu crafted specifically to create
                                                                               a something-for-everyone experience. Serving up dishes that are
The striking décor and intricate architectural elements combine                both sophisticated and approachable, guests can enjoy CATCH’s
to create a candle-lit atmosphere that’s artful and inviting.                  unique streaming, shareable style of dining.
Javier’s feels miles from the Strip — a feast attendees won’t
soon forget!                                                                   The dazzling and decadent décor is a feast for the eyes. Every
                                                                               inch of the beautiful, opulent entryway is filled with colorful
                                                                               flowers and lights, transporting guests to an elegant urban oasis.

                                                  Forum2020.com | Aria Hotel & Resort | Las Vegas                                   APRIL 27-29
Networking Dinners                                                                                                                                   20

Spend valuable time with your top prospects
while you treat them to a world-class meal.

Carbone                                                                        Mastro’s
(40 attendees for 1,500 credits)                                               (32 attendees for 950 credits)
(20 attendees for 825 credits)                                                 (24 attendees for 850 credits)

Style: Italian-American cuisine                                                Style: Fresh seafood and steakhouse
Duration: 2 hours                                                              Duration: 2 hours
Includes: Dinner and drinks                                                    Includes: Dinner and drinks

Carbone’s guests are treated to the finest culinary craftsmanship               The centerpiece of this upscale outpost is a spectacular
in a remarkable setting with contemporary nostalgia. The classy,               80-foot-tall “treehouse” perched in an overhanging cage. The
throwback space is marked by dramatic design, showmanship,                     one-of-a-kind environment is complemented by classic country
and warm and tableside service.                                                club cuisine, originated on the California coast and executed
                                                                               with precision. Everything is prepared simply and beautifully.
The celebrated concept pays homage to the Italian-American
restaurants of the mid-20th century — exuding Rat Pack                         The seafood selection at Mastro’s is unparalleled, with every
glamour with dramatic, vintage chandeliers and private, red-                   variety of delectable, chilled shellfish imaginable. The steaks
curtained booths. The New York-inspired cuisine is influenced by               and innovative cocktails are equally delicious, helping to create a
that same time in history, but takes culinary cues from the great              truly unparalleled dining experience.
talents and techniques of today.

                                                  Forum2020.com | Aria Hotel & Resort | Las Vegas                                    APRIL 27-29
Networking Dinners                                                                                                                                   21

Spend valuable time with your top prospects
while you treat them to a world-class meal.

Bardot Brasserie                                                               Sage
(45 attendees for 1,650 credits)                                               (55 attendees for 1,650 credits)

Style: Iconic French cuisine                                                   Style: Farm-to-table American contemporary
Duration: 2 hours                                                              Duration: 2 hours
Includes: Dinner and drinks                                                    Includes: Dinner and drinks

The authentic French cuisine at Bardot Brasserie is served in an               Sage combines farm-to-table produce, artisanal meats and
intimate 1920s-style setting so beautiful attendees will swear                 sustainable seafood with the freshest seasonal ingredients to
they’re in Paris. The elegant décor set the mood perfectly, mixing             serve irresistible culinary creations. The atmosphere is sexy, with
brass, marble and dramatic lighting to recreate the ambience of                a swanky, sophisticated aesthetic brimming with rich gold and
a quintessential French bistro with a decidedly upscale vibe.                  purple tones.

The menu features classic French comfort food with modern                      Sage also boasts an extensive wine list, and a variety of fun and
twists, and wine connoisseurs will feel at home with an array of               unusual mixed drinks including an Absinthe service. The award-
options from Burgundy to Bordeaux.                                             winning cocktail menu reimagines America’s classic libations
                                                                               with a contemporary edge, emphasizing natural ingredients and
                                                                               boutique liquors.

                                                  Forum2020.com | Aria Hotel & Resort | Las Vegas                                    APRIL 27-29
Private Dinners                                                                                                                             22

Take ten of your best clients and prospects to a meal
at one of the Aria’s award-winning, world-class restaurants.

Work with The Financial Brand to plan and                                          RESTAURANT OPTIONS
coordinate your own intimate dinner at any of
                                                                                   Bardot Brasserie (French Bistro)
the restaurants listed here.
                                                                                   Blossom (Chinese)
                                                                                   Carbone (Italian)
Whether you’re looking for a classic steakhouse, the
                                                                                   CATCH (Seafood)
freshest seafood, or mouth-watering Italian fare, the
                                                                                   Herringbone (Seafood)
Aria offers the best options in Las Vegas — from
                                                                                   Javier’s (Mexican)
celebrity-owned concept restaurants to upscale
                                                                                   Jean Georges (Steakhouse)
eateries.
                                                                                   Julian Serrano (Tapas)
                                                                                   Lemongrass (Thai)
All meals include dinner and
drinks. You are encouraged to                400                                   Mastros (Seafood & Steaks)
                                                                                   Sage (American Contemporary)
give your dinner guests a gift             CREDITS
or take-home package.                                                                 Please note: The restaurants listed here will not
                                                                                   accept reservations for any group of 10+ people
                                                                                   between April 27-29 unless arrangements are made
                                                                                   through The Financial Brand.
             Attendees who are still in

 70%
             Las Vegas on Wednesday
             night. What are you doing
             to connect with them?

                                          Forum2020.com | Aria Hotel & Resort | Las Vegas                                     APRIL 27-29
Sponsored Sessions                                                                                                                                 23

The best way to guarantee a spot in the FORUM 2020 agenda.

Power                              Lunch-and-                             Live Demos                           Makeover
Breakfasts                         Learn Sessions                         (Sold out)                           Sessions
(Sold out)                         (Sold out)                             Capacity: 150 attendees              (Sold out)
                                                                          Duration: 45 minutes
Capacity: 75 attendees             Capacity: 75 attendees                                                      Capacity: 400
Duration: 75 minutes               Duration: 75 minutes                   Present your company’s               Duration: 60 minutes
                                                                          product or solution directly to
Treat attendees to breakfast       Present an educational how-            attendees by showcasing it on        Showcase your firm’s strategic
while you share strategic          to session showcasing your             the Forum 2020 demo stage.           approach and demonstrate
insights and showcase your         company’s expertise and                                                     how your organization tackles
company’s depth of knowledge.      experience as attendees enjoy          You’ll also get a recording of       an actual project for a real
Give attendees how-to advice       a plated sit-down lunch. You           your session after the event         financial institution. Options to
while you walk them through        can walk through case studies          — a perfect sales tool for your      consider include:
case studies and projects          and projects you’ve completed          business development team.
you’ve completed for other         for other financial institutions,
                                                                                                               ■   Brand identity makeover
financial institutions — focused   so attendees understand the
                                                                                                               ■   Branch makeover
                                                                          Bonus — attendees must               ■   Website makeover
on tangible takeaways with         full range of your company’s           attend a demo as part of
results and ROI for maximum        capabilities.
                                                                                                               ■   Mobile app makeover
                                                                          the Exhibit Hall Passport            ■   Onboarding makeover
impact.                                                                   promotion.
                                      Please note: There are only                                              These unique sessions are
   Please note: There are only     eight (8) of these sessions               Please note: There are only       often among the most popular
six (6) of these opportunities     available. They very popular,          16 of these demo sessions            and highly-rated on the Forum
available, and they go quickly.    and go very quickly.                   available, and there is qualifying   2020 agenda.
                                                                          criteria.

                                                Forum2020.com | Aria Hotel & Resort | Las Vegas                                   APRIL 27-29
Book Signing in Your Booth                                                                                                                      24

A great way for Platinum and Partner level sponsors to drive booth
traffic! You’ll have a line of attendees your team can talk to while they wait.

Seth Godin                                      Jeremy Gutsche                                     Martha Stewart
(Sold out)                                      (Sold out)                                         (525 credits)

Day: Monday, April 27th (reception)             Day: Wednesday, April 29th (lunch)                 Day: Wednesday, April 29th (lunch)
Duration: 30 minutes                            Duration: 30 minutes                               Duration: 30 minutes

Seth Godin is widely regarded as one of         Jeremy Gutsche is the CEO and founder              Invite attendees to stop by your booth to
the world’s foremost experts on branding        of Trendhunter.com, the world’s #1                 meet Martha Stewart and get a signed
and marketing. In addition to being             trend-spotting site. After New York Times          copy of her book for business executives,
known as an exceptionally successful            bestselling author and this intellectual           “Martha Stewart Rules: 10 Essentials for
entrepreneur, Godin has published               can of Red Bull teaches attendees how              Achieving Success as You Grow & Manage
12 different books, all of which have           to generate ideas and kickstart creativity         a Business.” On Monday and Tuesday, you
received incredible levels of success. Pick     in times of rapid change, attendees will           can give your most valued prospects a
those that best fit your company’s focus        be flocking to your booth to get a signed          special pass or token that will allow them
and message, or let attendees choose!           copy of his book!                                  to bypass the long line at your booth!

   Please note: These sponsorships do not include cost of books, but attendees can buy
at the Forum 2020 bookstore or you can purchase and provide directly at your booth.

                                                 Forum2020.com | Aria Hotel & Resort | Las Vegas                                 APRIL 27-29
More Traffic Builders                                                                                                                         25

Steve Young                                    USB Flash Drive                                  Exhibit Hall Passport
and Jerry Rice                                 Digital Toolbox                                  (Sold out)
                                                                                                Limited to 16 companies max
Autographed                                    (Sold out)
                                               Exclusive – limited to only one sponsor
Memorabilia                                    Flash drives loaded with
                                                                                                At the registration desk,
                                                                                                every attendee from a
(Sold out)                                     resources for attendees                          financial institution is
Exclusive – limited to only two sponsors       will be distributed at the                       given an Exhibit Hall
Give away jerseys, balls and/or helmets        sponsor’s booth throughout                       Passport featuring up to
(your choice) signed by Super Bowl             the conference. Sponsor                          16 sponsors. Attendees
champions and NFL Hall-of-Famers Steve         can include their own folder of materials        who get their passport
Young or Jerry Rice. Each signed item          on the USB drive. The Financial Brand            stamped by at least 10
can be worth hundreds of dollars!              actively encourages attendees to pick            sponsors are entered
                                               their drive up at the sponsor’s booth in         to win cash prizes, a MacBook Air, or an
You can use the items as prizes in a raffle    signage, the mobile app, break slides            all-expense paid trip for two to the Forum
for everyone who stops by your booths.         and onsite signage.                              2021. Last year, nearly 300 attendees
Or you could use them as gifts to surprise                                                      stopped by a dozen different booths!
your best prospects and most valued
clients. You could also use them as part
                                               Treasure
of another promotion after the show —
get creative!                                  Chest Promotion                                  Scavenger Hunt
                                                                                                (400 credits)
                                               (600 credits)                                    Exclusive – limited to only one sponsor
                                               Exclusive – limited to                           Attendees will be given a list of questions
                                               only one sponsor                                 about your company and its solutions.
                                               When checking in at                              Answers to these questions can be found
                                               registration, every                              on your website, in your booth, and/or by
                                               attendee who works for                           attending one of your functions during
                                               a financial institution is                       the conference. Those who answer all the
                                               given a custom postcard                          questions can receive your prize, or be
                                               with a key attached. Our staff directs           entered to win a grand prize (or both).
                                               them to your exhibit space. Attendees
                                               then try to unlock the treasure chest
                                               (provided by The Financial Brand) with
                                               their key to see if they win the prize —
                                               a guaranteed traffic-building promotion!

                                              Forum2020.com | Aria Hotel & Resort | Las Vegas                                 APRIL 27-29
Lead Generation & Sales                                                                                                                    26

Attendee Direct                              Appointment Setting                              Concierge for Private
Mail List                                    (350 credits)
                                             Limited to no more than 12 companies
                                                                                              Event Recruitment
(400 credits)                                                                                 (175 credits per 20 attendee RSVPs)
                                             Book private meetings with potential             Platinum and Partner level sponsors
Send your direct mail marketing              clients. Prior to the conference,
message to attendees — before or                                                              can use The Financial Brand’s very
                                             The Financial Brand sends out emails             own Attendee Concierge to recruit
after the conference —with a contact         on your behalf asking attendees if
list including the name, company, title/                                                      participants for their private events. You
                                             they’d like to meet with representatives
position, mailing address and asset class                                                     pick the attendees you want to invite to
                                             from your company during the Forum
for everyone attending the conference.       2020. You can also schedule intro calls          your breakfast, lunch, dinner or offsite
(Provided six weeks prior to- and one        before the conference — why wait?                networking function, and we’ll take care
week following the conference.)                                                               of the rest.
                                             During last year’s conference, nearly
                                             600 meetings were arranged for more              Don’t waste your team’s time and energy
Attendee Email List                          than a dozen different companies —
                                             nearly 35 meetings each!
                                                                                              chasing down attendees and struggling
                                                                                              to get RSVPs. Let our concierge contact
(Sold out)                                                                                    your prospects for you! The concierge will
Limited to no more than six                  Leads provided include full contact              contact everyone on your list via phone
Platinum and Parter Level sponsors           information with email address and               and email to present your invitation and
                                             phone number.                                    explain why they should attend your
An invaluable resource so you can                                                             function.
connect with attendees. Your contact
list includes the name, company, title/
position, email address, mailing address
and asset class for everyone attending
                                             Badge Scanning +                                 And we won’t stop until we reach your
                                                                                              quota, so you can be sure your event will
the conference.                              Lead Retrieval                                   have the prospects necessary to ensure it
                                                                                              is a success — nothing could be easier!
                                             (50 credits or $495 per device)
  Please note: Attendees have                                                                    Please note: This service is available
complained about receiving too many          Say goodbye to business cards! With              to only five Platinum and Partner level
mailers, phone calls and emails from         the wave of your hand, you can capture           sponsors — don’t wait!
sponsors. Therefore, limitations will        full contact information for everyone
be placed on how sponsors may use            who stops by your booth — name,
contact lists for the Forum 2020,            company, title/position, asset size,
and phone numbers will no longer be          email address, and mailing address.
provided.
                                             Leads are pooled to one list which you
                                             can quickly download at any time —
                                             during or after the conference.

                                            Forum2020.com | Aria Hotel & Resort | Las Vegas                                 APRIL 27-29
Attendee Communications                                                                                                                   27

Dedicated Email                              Daily Email Sponsor                              Tote Bag Insert
(400 credits)                                (150 credits per day)                            (90 credits)
Limited to no more than 5 companies                                                           Put your marketing materials in
                                             Put your company’s
Send your company’s marketing message        marketing message in                             attendees’ hands. When people check in
or special announcement directly to the      the daily emails sent                            at the registration desk, we hand them a
inbox of every attendee. You can use the     to all attendees while                           “care package” with conference materials
email to invite attendees to your company    they are at the                                  — pocket guide, magazine, passport and
event during the conference, drive booth     conference. These                                their tote bag. Your brochure, product
traffic, or extend a special offer.          emails go out every                              sheet, research whitepaper or other
                                             evening, telling                                 creative giveaway can be included in this
                                             attendees what’s                                 kit.
                                             happening in the next
Attendee                                     24 hours. It’s a perfect
                                             opportunity to remind
Room Drop                                    them about your
                                                                                              Mobile App
(100 credits or $995 per 50 attendees)       special event or to
                                             stop by your booth.                              (Sold out)
Surprise and delight your                                                                     Exclusive – limited to only one sponsor
best clients and                             Emails will be sent Saturday, Sunday,
                                                                                              Includes branding and links within the
hottest prospects with                       Monday and Tuesday.
                                                                                              mobile app, plus promoted posts you
a special gift! Pick as
                                                                                              can push to attendees. You can even
many attendees as you
                                                                                              target specific companies and attendees
like based on your
criteria, and The                            Session Seat Drop                                with marketing
                                                                                              messages at certain
Financial Brand will                         (Sold out)
                                                                                              times. Includes
deliver your gift straight
                                             Put your marketing materials directly in         on-site signage
to their rooms. You can get creative
                                             attendees’ hands. Pick the session, provide      acknowledging
and include just about anything —
                                             us your materials, and we’ll take care of        sponsor.
brochures, tchotchkes, toys, etc. This
is guerrilla marketing at its best!          the rest! Get creative and give out just
                                             about anything — brochures, tchotchkes,
                                             toys, etc. — not just 8.5x11 flyers or 9x6
                                             postcards.

                                            Forum2020.com | Aria Hotel & Resort | Las Vegas                               APRIL 27-29
Contact Info
 FOUNDER                          SALES CONTACT                  LOGISTICS

 Jeffry Pilcher                   Tami Brown                     Amanda McCoy
 CEO/President                    VP/Sales & Account Service     VP/Events
 jpilcher@thefinancialbrand.com   tbrown@thefinancialbrand.com   amccoy@thefinancialbrand.com
 206-518-1992                     214-878-7825                   410-474-0378

APRIL 27-29 | LAS VEGAS | FORUM2020.COM
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