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MARCH 19 - 22, 2017 EXHIBITOR & SPONSOR PROSPECTUS JW MARRIOTT AUSTIN AUSTIN, TEXAS
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Page 1: MARCH 19 - 22, 2017 • EXHIBITOR & SPONSOR PROSPECTUS€¦ · MARCH 19 - 22, 2017 • EXHIBITOR & SPONSOR PROSPECTUS JW MARRIOTT AUSTIN • AUSTIN, TEXAS. ... to provide you with

MARCH 19 - 22, 2017 • EXHIBITOR & SPONSOR PROSPECTUSJW MARRIOTT AUSTIN • AUSTIN, TEXAS

Page 2: MARCH 19 - 22, 2017 • EXHIBITOR & SPONSOR PROSPECTUS€¦ · MARCH 19 - 22, 2017 • EXHIBITOR & SPONSOR PROSPECTUS JW MARRIOTT AUSTIN • AUSTIN, TEXAS. ... to provide you with

DEAR VALUED UNCLAIMED PROPERTY INDUSTRY SERVICE PROVIDER,

We would like to provide you with the official exhibitor and sponsor

opportunities for the 2017 UPPO Annual Conference in Austin, Texas,

March 19-22, 2017.

This is the premier educational and networking event for unclaimed

property professionals. UPPO’s Annual Conference provides the

country’s unclaimed property professionals a forum to exchange

information, learn the latest developments impacting their business,

and the venue to discover new and better ways to manage and

report unclaimed property.

When you participate in the conference as a sponsor or exhibitor,

you participate in a visual and profound way. Your brand will achieve

high visibility among attendees, which will lead to greater awareness

and more conversations with new business opportunities.

We realize you have options on how to allocate your marketing

budget, and we appreciate your participation and support as a

sponsor and exhibitor.

Sincerely,

Toni Nuernberg

Executive Director

763-253-4344

[email protected]

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ABOUT THE UNCLAIMED PROPERTY PROFESSIONALS ORGANIZATION. The Unclaimed Property Professionals Organization (UPPO) is the premier organization for unclaimed property education, networking, and advocacy. It was established in 1994 and has since grown to over 350 corporate members and reaches over 1,000 unclaimed property professionals. Members represent a wide-spectrum of industries, including banking, financial services, insurance, nonprofit, unclaimed property service providers, among many others. UPPO is the voice and sole organization for unclaimed property holders and the companies that provide services to holders.

2016 UPPO ANNUAL CONFERENCE STATISTICS

Over 500 attendees representing over 200 companies attended

Exhibitors and sponsors had 25 hours of exposure to attendees

20 exhibitors and 20 sponsors provided support

CONFERENCE CONTACTExhibits, Sponsorship and AdvertisingShannon WildMeetings & curriculum development manager763-253-4341, [email protected]

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The UPPO Annual Conference is the largest unclaimed property event and boasts the highest concentration of unclaimed property professionals in the U.S. It sees a mixture of holders and service providers ranging from Fortune 500 companies to sole-proprietorships. Upon attending the UPPO Annual Conference, unclaimed property professionals will receive education from the field’s leaders, build meaningful relationships, meet with state representatives, and take home the resources to do their job more effectively.

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EXHIBIT SPACE Lone Star Ballroom. Note there are a limited number of booth spaces and the spaces are assigned on a first come, first served basis. To enhance attendee traffic to booths, UPPO has considered the following:

The layout of the exhibit area Food and beverage will be provided in exhibit areas during every break and most meals

Breaks are 30 minutes, breakfast 45 minutes, and lunches 60 minutes to allow ample time for attendees to visit with exhibitors

UPPO has designed the exhibitor passport program to drive traffic to the exhibit booths

EXHIBIT SPACE SPECIFICATIONS Ceiling height is 20’ Exhibit area is carpeted Exhibit space dimensions are 8’ x 10’ – double exhibit space is available to accommodate larger exhibits

Exhibitor set-up is Sunday, March 19, 2-5 p.m. Tear-down is Tuesday, March 21, 4-6 p.m.

EXHIBITOR PASSPORT PROGRAMUPPO will once again use a passport program to encourage attendees to visit each booth. Each attendee will be provided a card to bring with them as they visit each exhibitor. Please have a stamp or be willing to initial your section of the card to indicate the visit. UPPO will provide an incentive for attendees that turn in complete passport cards to UPPO staff.

INCLUSIONS Standard pipe, drape decorating, and sign with company name provided by Freeman.

Two (2) exhibit personnel badges per exhibit booth

One (1) conference material packet Entrance into all conference sessions, events and meals

Exhibitor ribbon for the name badge of registered exhibitor attendees

Exhibit space security from 5 p.m. - 7 a.m. Refreshment breaks and most meals in the exhibit area

Two single-use mailing lists of attendees (Excel file). One will be provided 20 days prior to the meeting and the second within 14 days of the meeting’s conclusion

Company listing in the official UPPO program and mobile app

Company included in “Exhibitor Passport Program”

Exhibitors are authorized to hold drawings in booth and have winner announced by UPPO at a designated time

FEE SCHEDULE Member Nonmember

Before 1/24/17 $3,300 $3,800

After 1/24/17 $3,800 $4,300

Double Exhibit Space $6,400 $6,900

Full payment is due upon receipt of application and 25% deposit will hold the exhibit space. Exhibitors will not be permitted to occupy assigned space until all fees due to UPPO are paid in full. Pay-ment is accepted by check or credit card. Checks should be made payable to UPPO.

RESERVING BOOTH SPACE Companies that wish to exhibit at the 2017 Annual Conference must complete and submit the following: 1) The Exhibit/Sponsorship application provided on page 8 and 25% deposit, 2) Sign the Exhibitor Agreement. There will be limited booth space at the 2017 Annual Conference with approximately 25 spaces available. Acceptance of applications will be based on date contract is received and paid in full.

EXHIBIT OPPORTUNITIES

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ENTRANCEPREFUNCTION

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Seating for 500

2017 UPPO Annual ConferenceMarch 2017

JW Marriott Austin / Junior Ballroom Level 3Austin, Texas Inventory as of 12/18/2015

Dimension10'x10' Totals:

Qty25

25

SCALED TO FIT PAGE

DISCLAIMER

SELLING AE:Stephanie Aguilar

© COPYRIGHT 2007, FREEMAN CO. ALLRIGHTS RESERVED.

EVERY EFFORT HAS BEEN MADE TOENSURE THE ACCURACY OF ALL

INFORMATION CONTAINED ON THISFLOORPLAN. HOWEVER NO WARRANTIES,

EITHER EXPRESSED OR IMPLIED AREMADE WITH RESPECT TO THIS FLOORPLAN.IF THE LOCATION OF BUILDING COLUMNS,

UTILITIES OR OTHER ARCHITECTURALCOMPONENTS OF THE FACILITY IS

A CONSIDERATION IN THE CONSTRUCTIONOR USAGE OF AN EXHIBIT, IT IS THE SOLE

RESPONSIBILITY OF THE EXHIBITOR TOPHYSICALLY INSPECT THE FACILITY TO

VERIFY ALL DIMENSIONS AND LOCATIONS.

F:\_FLOOR PLANS\2017\03-MAR\UNCLAIMED PROPERTY PROFESSIONALS ORG (XXXXXX)\DWG FILES\UPPO 0317 L392918 FP.DWGFile Path & Name:

Drawing Started on:

12/18/2015 David Delgado

12/18/2015 delgad

JOB NUMBER:xxxxxx

BOOTH LEGEND

PRODUCING AE:Stephanie Aguilar

DRAWINGAS OF

INNOVATION DEDICATED TO YOUR BRAND

THE EXHIBITOR SPACE WILL BE LOCATED IN THE LONE STAR BALLROOM

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CANCELLATION POLICY Listed below is the refund schedule. Notification of cancellation must be made in writing and received on or before the dates listed.

Prior to Jan. 1, 2017: $100 administration fee retained

After Jan. 1, 2017: No refund of fees

UPPO will strictly adhere to the above policies regarding payments and refunds.

BOOTH ASSIGNMENTS Booth assignments are made on a first come, first served basis. Every effort is made to ensure competing companies are assigned to locations away from one another. Booths will be assigned approximately 30 days prior to the conference to all exhibitors who have contracts paid-in-full.

EXHIBITOR REGISTRATION AND BADGES REQUIRED Each exhibit space includes two conference registrations. Any additional exhibitor representatives are required to register and will be required to wear their badge at all times. Only two exhibitor representatives (four if double exhibit space is purchased) may be actively working in the exhibit booth at any one time.

SERVICE KIT UPPO has contracted with Freeman to manage the exhibit space for the conference. Complete information, instructions and pricing schedule for shipping, electrical work, furniture rental, sign paintings, storage, general labor, carpet rental (the exhibit area is carpeted), booth cleaning, florist, and telephone and computer service will be included in the exhibitor’s service kit. This packet will be available to each paid exhibitor in February 2017.

MATERIAL HANDLING Complete shipping/receiving information will be included in the exhibitor’s service kit.

LABOR REGULATIONS All material handling, installation and dismantling labor services must be accompanied by personnel having jurisdiction over this work. Order forms for services will

be included in the exhibitor’s service kit. Any exhibitor using labor services other than that provided through the official service contractor must notify UPPO no later than Feb. 10, 2017, and must provide the following information: (1) name and address of the contractor; (2) name of the supervisor to be in attendance, and; (3) certificate of insurance. The outside contractor must comply with all rules and regulations and be responsible to UPPO’s official service contractor for move-in and move-out scheduling.

STORAGE Storage must comply with Fire Marshall Regulations (as per service kit). Large crates, boxes, etc., may be stored with Freeman. All packaging materials such as paper, etc., must be in containers.

SECURITY UPPO will provide security service for the exhibit area each evening from 5 p.m. to 7 a.m. beginning on March 19 at 5 p.m. ending on March 21 at 7 a.m. UPPO, however, will not be held responsible for the loss of any material for any cause or for injury to persons and urges the exhibitor to exercise normal precautions to discourage loss due to theft or other causes. Exhibitors are required to insure themselves against loss or damage.

CARE OF EXHIBIT SPACE The exhibitor shall keep the assigned space in good order. Nothing shall be tacked, nailed, screwed, or otherwise attached to columns, walls, floors, or other parts of the building or furniture. Exhibitors will be held responsible for any damage they inflict on hotel property.

CLEANING SERVICE UPPO will provide basic cleaning service for the common areas. Cleaning of individual booths may be arranged through Freeman at exhibitor’s expense.

FIRE REGULATIONS All exhibitors will be required to comply with local Fire Marshall Regulations. Combustible decorations such as crepe paper, foam, tissue paper, cardboard, or corrugated paper shall not be used. All packing

containers, wrapping papers etc., are to be removed from the floor. All muslin, velvet, silken, or other decorations must be able to stand a flameproof test as prescribed by the local Fire Marshall. Electrical equipment and connections must conform to the Electrical Safety Code. If any exhibitor has neglected to comply with safety regulations, UPPO reserves the right to cancel all or part of the exhibit. Exhibitors will receive an outline of fire and electrical regulations in the exhibitor’s service kit.

GENERAL GUIDELINES The UPPO shall mean the Unclaimed Property Professionals Organization, its officers, committees, agents, or employees acting for them in the management of the 2017 Annual Conference. The UPPO logo is a federally-registered trademark and is the exclusive property of UPPO. This trademark will not be used in any way by the exhibitor or any organization without UPPO’s express written approval. UPPO reserves the right to determine the eligibility of any exhibit for inclusion in the Conference, either before or after the proper execution of the exhibitor agreement. All products and services exhibited must be related to unclaimed property or be a benefit to the UPPO conference attendees.

EXHIBIT SPACE AND INCLUSIONS

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UPPO is offering multiple opportunities for your company to get involved in the 2017 Annual Conference. To meet the unique needs of your company, we’ve made some enhancements to the sponsorship packages. We hope you find something that appeals to your company and choose to support UPPO through sponsorship at the 2017 Annual Conference, the premier event for unclaimed property professionals.

Companies who wish to be a sponsor at the 2017 Annual Conference must complete and submit the Exhibit/Sponsorship Application form provided on page 8.

In addition to the opportunities listed below every sponsor receives the following, unless noted otherwise:

Sponsor’s name will be listed in the conference program and mobile app, and logo will appear on thank you signage

Sponsors will be acknowledged at the 2017 welcome address

If the sponsor has an exhibit space, a sign for the exhibit booth indicating their sponsorship will be provided

All registered attendees employed by a sponsor company will receive sponsor ribbons for their name badge

Sponsor companies will receive a pre- and post- conference attendee list. Each list is to be used a maximum of one time

Welcome Reception Sponsor - $15,000 (max of one)

Sponsorship of the Welcome Reception with onsite signage

Sponsor given the opportunity to personally greet guests at the Welcome Reception entrance welcoming them to the Welcome Reception and Annual Conference

Opportunity to provide branded drink tickets for the Welcome Reception (two tickets per attendee)

Sponsor logo displayed on tables in the Welcome Reception area

Exhibit space which includes registrations for two exhibitor attendees in the exhibitor space

Banner acknowledgement on mobile conference app with a link to sponsor’s webpage

One full-page color acknowledgement inside the front cover of the conference program. Ad deadline is Feb. 3

Opportunity to provide a branded item at the Welcome Reception or in all registration packages

Special Event Dinner Sponsor - $10,000 (max of one)

Sponsorship of the dinner at the event with onsite signage

Sponsor given the opportunity to personally greet guests as they arrive at the event

Sponsorship recognition displayed on over-head monitors at the event, if possible

Sponsor logo displayed on tables at the event

One full-page color acknowledgement on the inside back cover of the conference program. Ad deadline is Feb. 3

Opportunity to provide a branded item at the special event or in all registration packages

Special Event Entertainment Sponsor - $5,000 (max of one)

Sponsorship of entertainment with onsite signage

Band announcement of sponsorship One full-page black and white acknowledgement in the conference program. Ad deadline is Feb. 3

Opportunity to provide a branded item in all registration packages

First Time Attendee Orientation and Reception Sponsor - $5,000 (max of one)

Sponsorship of the event with onsite signage

Opportunity to provide branded drink tickets (two tickets per attendee)

One full-page black and white acknowledgement in the conference program. Ad deadline is Feb. 3

Opportunity to provide a branded item in all registration packages

Attendee Snack Kit Sponsor - $5,500 (max of one)

Sponsorship of attendee snack package that will be included in registration package (snacks and packaging to be determined by UPPO)

Sponsor’s logo or a small color acknowledgement will be located on the outside of the snack package (snacks and packaging to be purchased by UPPO)- Artwork for closure label and insert

due by Jan. 9 One full-page black and white acknowledgement in the conference program. Ad deadline is Feb. 3

Break Sponsor - $5,000 (max of four)

Sponsorship of one conference break with onsite signage

One full-page black and white acknowledgement in the conference program. Ad deadline is Feb. 3

Opportunity to provide a branded item in all registration packages

Registration Desk Sponsor - $5,000 (max of one)

Sponsor name and logo will be the first thing attendees see as they arrive to pick up their conference materials

Sponsor recognition with a banner or window cling over the registration desk

One full-page black and white acknowledgement in the conference program. Ad deadline is Feb. 3

Sponsor responsible for cost of banner or window cling printing (approx. $1,500)

Conference Materials Sponsor - $5,000 (max of one)

Sponsorship of online and print conference materials for all attendees

One full-page color acknowledgement on the outside of the back cover of the conference program. Ad deadline is Feb. 3

Opportunity to provide a branded item in all registration packages

Company logo acknowledging sponsorship of Guidebook materials page for one year

SPONSORSHIP OPPORTUNITIES

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SOLD

SOLDSOLD

SOLD

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Room Keys Sponsor - $4,000 (max of one)

Opportunity to contract with the hotel to sponsor room keys for UPPO attendees

One full-page black and white acknowledgement in the conference program. Ad deadline is Feb. 3

Opportunity to provide a branded item in all registration packages

Sponsor responsible for cost of key printing and design (approx. $3,000)

NEW! Window Clings- $4,000 (max of four) space assigned in order of form receipt

Sponsor recognition with window cling near general session or exhibit hall

One full-page black and white acknowledgement in the conference program. Ad deadline is Feb. 3

Opportunity to provide a branded item in all registration packages

Sponsor responsible for cost of window cling printing (approx. $1,500)

Print Station Sponsor - $3,500 (max of one)

Sponsorship of print station for conference attendees with onsite signage

One full-page black and white ac-knowledgement in the conference program. Ad deadline is Feb. 3

Opportunity to provide a branded item in all registration packages

Charging Station Sponsor - $2,750 (max of two)

Sponsorship of the charging station in the exhibit area with company logo on station

One full-page black and white acknowledgement in the conference program. Ad deadline is Feb. 3

Opportunity to provide a branded item in all registration packages

Two sponsors will be on one charging station

Corporate Sponsor - $2,200 (unlimited)

Opportunity to provide a branded item in all registration packages

One full-page black and white advertisement in the conference program. Ad deadline is Feb. 3

IN-KIND SPONSORSHIPS

Conference Assistant (max of three)Sponsor will pay all the expenses for a staff person from their company to assist at the UPPO conference. Please note this staff person will not be available to assist your company with exhibit space. Sponsor will receive:

One full-page black and white advertisment in the conference program. Ad deadline is Feb. 3

Assistant allowed to wear sponsor company branded apparel

Opportunity to provide a branded item with all registration packages

Excludes attendee list

Conference Assistant Expectations: Preconference duties include bag stuffing and scanner training, conference duties include directing conference attendees as necessary, and managing the scanning process for distribution of CPE credits. Conference assistant(s) must be self starters with excellent customer service skills. They are integral to the success of the conference, so we need individuals who will be responsible and motivated to assist where/when needed. Inquire with UPPO management for dates/hours assistant is expected to be present and assisting per event.

ADVERTISING OPPORTUNITY

Advertisement in Conference Program - $800 (unlimited)

One full-page black and white advertisement. Ad deadline is Feb. 3

Excludes attendee list

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SOLD

UPPO’s Scholarship Program was established in 2012 to assist UPPO members and members’ dependents who plan to continue their education in college or vocational school programs. Two renewable scholarships are awarded each year to a deserving applicant attending an accredited institution of the student’s choice. To fund the scholarship program, UPPO hosts an event at the annual conference. The Duck Boat Tour will attract approximately 80 participants and is a fun and unique way conference attendees can engage with your brand. UPPO will host the Duck Boat Tour the afternoon of Monday, March 20, 2017. Below are the descriptions for the available sponsorships.

Duck Boat Sponsorship – $500(max of two)

Company logo included on signage welcoming participants on the tour

Company logo included on signage in the duck boats

Company logo included on event ticket provided to participants

Sponsor’s staff allowed to welcome participants on to the boat wearing branded clothing

Snacks & Beverages Sponsorship – $1,000(max of one)

Company logo included on sign where snack bags are distributed

Company logo included on snack bags Company logo included on event ticket provided to participants

Sponsor’s staff allowed to welcome participants while handing out the snack bags

SCHOLARSHIP PROGRAM DUCK BOAT TOUR

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Company name and address will appear in all conference materials as it’s printed below.If it is desired to include a 50-word description about the services and products your company offers, please provide to [email protected] by Dec. 1, 2016.

Company Name

Contact (individual to receive communication)

Contact (to be listed in onsite materials w/ email)

Email(individual to receive communication)

Email(to be listed in onsite materials w/ email)

Address

City, State, Zip

Phone

Method of Payment

n Check n MasterCard n Visa n American Express n Other:

Credit Card Number Exp Date CVV

Billing Address for Credit Card

Name on Card

Signature

Please return to UPPO with deposit or full payment to 8441 Wayzata Blvd, Ste 270, Golden Valley, MN 55426 or via email to Shannon Wild at [email protected]. Please include company logo with form. Exhibit agreement will be sent upon receipt of application.

Sponsorship

Welcome Reception Sponsor - $15,000

Special Event Dinner Sponsor - $10,000

Special Event Entertainment Sponsor - $5,000

First Time Attendee Orientation and Reception

Sponsor - $5,000

Attendee Snack Kit Sponsor - $5,500

Break Sponsor - $5,000

Registration Desk Sponsor - $5,000

Conference Materials Sponsor - $5,000

Room Keys Sponsor - $4,000

Window Clings - $4,000

Print Station Sponsor - $3,500

Charging Station Sponsor - $2,750

Corporate Sponsor - $2,200

Conference Assistant Sponsor (in-kind sponsorship)

Advertisement in Conference Program - $800

Fee ScheduleMember Nonmember

Before 1/24/17 $3,300 $3,800

After 1/24/17 $3,800 $4,300

Double Exhibit Space Before 1/24/17 $6,400 $6,900

Double Exhibit Space After 1/24/17 $6,900 $7,400

Exhibit Space Single Double

Booth Attendees1. 3. (double space only)

2. 4. (double space only)

What companies should not be placed next to your exhibit space?

What companies would you like placed next to your exhibit space?

EXHIBIT/SPONSORSHIP APPLICATION

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A 25% deposit is required to hold all sponsorships and exhibit spaces.

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MARCH 4-7, 2018 • Tampa Marriott Waterside • Tampa, Fla.

MARK YOUR CALENDARS!

MARCH 19-22, 2017 • JW Marriott Austin • Austin, Texas


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