2024 Advocis Symposium 2024: Sponsorship Package

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Why Sponsor Symposium?

Now in its 16th year, Advocis’ Regulatory Affairs Symposium is a must-attend event for financial services leaders.

Symposium provides a platform for financial advisors, industry experts, consumer advocates, regulators and politicians to debate and exchange perspectives on the key issues facing the sector. Symposium attendees enjoy an outstanding opportunity to network with the financial industry’s key thought leaders and decision makers.

What Our 2023 Symposium Attendees Had to Say:

“Great way to present material. Loved the diversity of viewpoints and supporting rationale.”

“The event staff were incredible, accommodating and professional. Such motivating speakers and fantastic information. Was incredible to be back in person and feel the energy and excitement.”

“The speakers were phenomenal!”

“Well done again!”

Why Sponsor?

• Play a leading role in bringing together the most sought-after speakers on major regulatory issues and the future of our industry

• Promote your brand to an audience of over 300 financial professionals, industry experts, media and politicians

• Demonstrate your thought leadership and your commitment to a thriving financial services industry

98% of of survey respondents said they would recommend Symposium to colleagues and friends

98%

Symposium on a scale of 1 to 5

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Key Facts About Our In-person Symposium

Our audience

• Approximately 300 attendees

• Executive-level corporate decision makers

• Media

2022 Media coverage

• Financial advisors from across Canada

• Insurance and securities regulators

• Politicians

Shaping the future of financial advising, insights from the Advocis Symposium (Wealth Professional)

CIRO sympathetic to industry challenges with new conflict disclosures (Advisor’s Edge)

Regulators stress consumer protection at Advocis symposium (Investment Executive)

Bridging the Divide: The Advocis Symposium’s role in shaping the future of financial advice (Wealth Professional)

Past speakers

Hon. Peter Bethlenfalvy

Ontario Minister of Finance

Walied Soliman

Chair Ontario Capital Markets Modernization Task Force

Grant Vingoe

CEO, Ontario Securities Commission

Mark White

CEO, Financial Services Regulatory Authority of Ontario

Huston Loke

Executive Vice-President, Market Conduct, Financial Services Regulatory Authority of Ontario

Debra Foubert

Director, Compliance and Registrant Regulation, Ontario Securities Commission

Irene Winel

Senior Vice-President, Member Regulation and Strategy, Investment Industry Regulatory Organization of Canada

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Past speakers –continued–

Glen Padassery

Executive Vice-President, Policy, Financial Services Regulatory Authority of Ontario

Ali Ghiassi

Vice-President, Industry Affairs and Government Relations, Canada Life

Karen Cutler

Head of Underwriting and Claims, Chief Underwriter, Manulife

Susan Silma Head, Risk and Regulatory Business Practices, Sun Life

Laura Tamblyn-Watts President and CEO, CanAge

Michael ‘Pinball” Clemons Football Legend and Founder, Pinball Clemons Foundation

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PLATINUM SPONSOR

GOLD SPONSORS

MEDIA SPONSOR

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Sponsorship Levels

Sponsorship Levels

The Platinum sponsor will receive the utmost in exposure. The Platinum sponsor will select a representative to highlight their company and introduce this year’s keynote speaker. (In 2022, Symposium’s keynote was JIM RUTA BA, RHU, EPC, President, Advisorcraft Media). The Platinum sponsor will also be invited to participate in a substantive discussion panel, showcasing their expertise on the matter before the audience and media present.

Gold sponsors will be invited to have a representative introduce their company and a session. Based on availability, we will work with our Gold sponsors on the possibility of having a representative participate in a panel discussion.

PLATINUM

(1) available

 Introduction of Keynote Speaker

 Introduction of Session

 Exhibitor booth in foyer: Must opt-in within two weeks of signing on as sponsor

 16 VIP event tickets included (two reserved tables of 8)

 Logo displayed on main stage screens; prominent logo usage on website & print program

 Cocktail reception and lunch buffet sponsor

 Symposium Program: two full-page advertisements (front and back covers)

 Opportunity to purchase up to 2 additional tables of 8 at $2,000 each

 Guaranteed opportunity for representative to participate in a substantive panel discussion

 One 30-60 second promo video to be displayed on loop in foyer during the day

 Corporate logo featured alongside Advocis logo on swag item

$ 25,000

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Sponsorship Levels –continued–

 Introduction of Session

 Exhibitor booth in foyer: Must opt-in within two weeks of signing on as sponsor

 8 VIP event tickets included (one reserved table of 8)

 Logo displayed on main stage screens; prominent logo usage on website & print program

 Breakfast buffet sponsor

 Symposium Program: one full-page advertisement

 Opportunity to purchase up to 2 additional tables of 8 at $2,000 each

 Possibility of having a company representative participate in one of two available panel discussions. Offer is based on a first-come firstserved basis

15,000

 Exhibitor booth in foyer: Must opt-in within two weeks of signing on as sponsor

 8 VIP event tickets included (one reserved table of 8)

 Logo displayed on main stage screens; prominent logo usage on website & print program

 Morning & afternoon breaks sponsor

 Symposium Program: one half-page advertisement

 Opportunity to purchase 1 additional table of 8 at $2,000

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Sponsorship Levels –continued–

BOOTH SPONSORSHIP

Secure a strategic spot at the Advocis Symposium with our booth sponsorship package. Designed for maximum engagement and brand exposure.

SPONSORSHIP FEATURES

Professional Display Space:

A 6-foot tradeshow table, centrally located to capture attendee interest. This spacious area comes with two chairs, allowing for comfortable discussions and presentations right at your booth.

Power Access (1 Power Outlet):

Stay connected and operational throughout the event with access to electrical sockets. Perfect for keeping your devices charged, and more.

Booth Staff Benefits:

We understand the importance of staying energized and informed. Your booth includes food and drinks exclusively for booth workers(2), ensuring your team remains at their best.

Full Event Access:

Each booth comes with two tickets that allow your representatives to take breaks and participate in our symposium. Absorb valuable insights and trends by observing sessions when not manning the booth.

Exclusive Networking Opportunities:

Extend your networking into the evening with two tickets to the cocktail reception. Connect with industry leaders, potential clients, and peers in a relaxed and sociable environment.

$ 2,500 PRICE

*Additional Resources Available: If your booth requires resources beyond what is included in the sponsorship package, we can facilitate direct contact with our hotel representative to meet your specific needs. This ensures you have everything necessary for a standout presence at the symposium.

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Sponsorship Levels

–continued–

TABLE SPONSORSHIP (Seats 8)

Elevate your Advocis Symposium experience with our table sponsorship package. This exclusive offer is designed to enhance your presence and engagement at the event.

SPONSORSHIP FEATURES

Exclusive Seating for Eight:

Secure a prime table for eight and ensure a comfortable, high-visibility setting. This is perfect for treating your team, inviting clients, or networking with key industry stakeholders.

Branded Reserve Table Sign:

Increase your company’s visibility with a professionally designed table sign. Featuring your logo and branding, it’s prominently displayed to highlight your presence throughout the event.

Continuing Education Credits:

All eight seats come with CE credits for attendees who stay for the entire presentation.

Access to the Cocktail Reception:

Following the Symposium, your table sponsorship includes eight tickets to our exclusive cocktail reception. Network in a relaxed, sociable environment with industry leaders and peers.

$ 2,500 PRICE

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Sponsorship Authorization Form

We understand the sponsorship levels available and wish to confirm our participation as follows:

SELECT SPONSORSHIP LEVEL

PLATINUM – $ 25,000 (1) available

ADD-IN FEATURES

Booth option*

Extra table 1 ($2,000)

Extra table 2 ($2,000)

SELECT SPONSORSHIP LEVEL

BOOTH – $ 2,500

GOLD – $ 15,000 (3) available

SILVER – $ 10,000 (6) available

Booth option*

Extra table 1 ($2,000)

Extra table 2 ($2,000)

TABLE – $ 2,500 (Seats 8)

* If not selecting booth option now, sponsor may opt-in within two weeks of signing on as sponsor by emailing bd@advocis.ca Otherwise, booth allocation will be forfeited. Power included. Note: Additional AV requirements come at an extra cost and can be arranged directly with the hotel’s AV provider and can be arranged directly with the hotel’s AV provider.

AUTHORIZATION

Dated this, the day of , 2023.

Name & Title

(Please print if not digitally filling PDF)

Authorizing Signature

Please email completed form to Business Development: bd@advocis.ca Please do not forward payment. An invoice will be issued shortly after receipt of this form.

Booth option*

Extra table 1 ($2,000)

ADD HST

TOTAL

KEY ADMINISTRATIVE CONTACT AT SPONSOR

Name Title

Company Full Adress

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About Us

Advocis, The Financial Advisors Association of Canada, is the oldest and largest voluntary professional membership association of financial advisors in Canada. Advocis is the home and the voice of Canada’s financial advisors. Through its predecessor associations, Advocis proudly continues a century of uninterrupted history of serving Canadian financial advisors, their clients, and the nation.

With over 7,500 members across the country, we are the definitive voice of the profession. Advocis champions professionalism, consumer protection, and the value of financial advice. We advocate for an environment where all Canadians have access to the professional advice they need. In doing so, Advocis members help consumers make sound financial decisions, ultimately leading to greater financial stability and independence. In all that they do, our members are driven by Advocis’ motto: non solis nobis – not for ourselves alone.

Questions?

For any questions or concerns, please contact Advocis Business Development at bd@advocis.ca