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OPPORTUNITY CATALOG For exhibitors and sponsors REACH 2018 November 6–9 Loews Hollywood Hotel Hollywood, CA reach.ccul.org QUICK LINKS Important Dates and Deadlines Artwork Guidelines, Terms & Conditions Exhibit Hall Floor Plan Sponsorship Application Representative Reservation Participation Terms and Conditions
Transcript
Page 1: OPPORTUNITY CATALOG - amc.ccul.orgamc.ccul.org/exhibit/03Opportunitycatalog18_FINAL.pdfCSCU CU Companies CU Direct CU Mortgage Group CU Partners CU Servnet CU*Northwest CUES CULIANCE

OPPORTUNITY CATALOG For exhibitors and sponsors

REACH 2018November 6–9

Loews Hollywood HotelHollywood, CAreach.ccul.org

QUICK LINKSImportant Dates and Deadlines

Artwork Guidelines, Terms & Conditions

Exhibit Hall Floor Plan

Sponsorship Application

Representative Reservation

Participation Terms and Conditions

Page 2: OPPORTUNITY CATALOG - amc.ccul.orgamc.ccul.org/exhibit/03Opportunitycatalog18_FINAL.pdfCSCU CU Companies CU Direct CU Mortgage Group CU Partners CU Servnet CU*Northwest CUES CULIANCE

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C A L I F O R N I A A N D N E V A D A C R E D I T U N I O N L E A G U E S ' R E A C H 2 0 1 8 H O L L Y W O O D , C A

Table of Contents2017 Demographics and History ............................................................................. 3

2017 Participating Exhibitors/Sponsors ................................................................... 4

Sponsorship Packages and Pricing ........................................................................... 5

Helpful Information for Sponsors and Exhibitors ..................................................... 10

Important Dates and Deadlines ...............................................................................11

Artwork Guidelines, Terms & Conditions ..................................................................12

Hotel Information .....................................................................................................13

Exhibit Hall Floor Plan ............................................................................................ 14

Sponsorship Application ......................................................................................... 15

Representative Reservation ................................................................................... 16

REACHtalks Call for Presentations .......................................................................... 17

Richard Myles Johnson Silent Auction .................................................................... 18

Participation Terms and Conditions ......................................................................... 19

Page 3: OPPORTUNITY CATALOG - amc.ccul.orgamc.ccul.org/exhibit/03Opportunitycatalog18_FINAL.pdfCSCU CU Companies CU Direct CU Mortgage Group CU Partners CU Servnet CU*Northwest CUES CULIANCE

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C A L I F O R N I A A N D N E V A D A C R E D I T U N I O N L E A G U E S ' R E A C H 2 0 1 8 H O L L Y W O O D , C A

2017 Event Demographics & History

CUs Represented byMembership Size

CU Attendees by Position Held

400 Total Number of Credit Union Attendees

133 Total Number of Credit Unions Represented

CUs Representedby Asset Size

Page 4: OPPORTUNITY CATALOG - amc.ccul.orgamc.ccul.org/exhibit/03Opportunitycatalog18_FINAL.pdfCSCU CU Companies CU Direct CU Mortgage Group CU Partners CU Servnet CU*Northwest CUES CULIANCE

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C A L I F O R N I A A N D N E V A D A C R E D I T U N I O N L E A G U E S ' R E A C H 2 0 1 8 H O L L Y W O O D , C A

5 Way PayAdvanced Network, IncAffinion Insurance SolutionsAlkami TechnologyAlliance Reverse MortgageAllied Solutions LLCAlloya Corporate FCUALM First Financial AdvisorsAmerican Family FundingAmerican Share Insurance | Excess Share InsuranceARROWEYEArthur J. Gallagher & Co.AscensusAutoland, LLCBalance Sheet SolutionsBanzai IncBFB GallagherBreak Ice MarketingBrilliant General MaintenanceBurnham Gibson Wealth Advisors, Inc.Business Compensation ConsultingCarroll & Associates LLPCatalyst Corporate FCUCEO Advisory GroupChildren's Miracle Network HospitalsClerkin, Sinclair & Mahfouz, LLPCliftonLarsonAllen LLPCoinstarCook Security GroupCO-OP Financial ServicesCredit Union Leasing of AmericaCredit Union Resources, Inc.Credit Union Student ChoiceCrescent MortgageCSCUCU CompaniesCU DirectCU Mortgage GroupCU PartnersCU ServnetCU*NorthwestCUESCULIANCECUNA Mutual GroupDDJ Myers Ltd

Dealertrack, Inc.DEI IncorporatedDolphin Debit AccessDovenmuehle Mortgage, Inc.Drew LearnedDSTSEconocheckEVERFIExperianFederal Home Loan Bank of San FranciscoFederal Reserve Bank San FranciscoFinoveraFiservFLEXFSSIFTSI, Inc.Grant Hinkle & JacobsGreat American InsuranceHaberfeld AssociatesHarland ClarkeInformation BuildersIntegrated Builders Group, Inc.InterWest Insurance Services, LLCJohn M. Floyd & AssociatesKasasaLa Macchia GroupLinqtoLMG SecurityLove My Credit Union RewardsLSC - ICUL Service CorporationMalvern CorpMarquis / DocuMatixMason-McDuffie Mortgage CU DivisionmCriticalMember Access PacificMembers Trust CompanyMercury InsuranceMeyer-Chatfield GroupMitchell, Stankovic & AssociatesNational Cooperative BankNewGroundNRGTreeNYMBUSO.M. Financial GroupOak Tree Business Systems, IncOffice Depot

OMNICOMMANDEROne Source Security and Sound, Inc.Open Lending, LLCO'Rourke & AssociatesPayverisPerformance Trust Capital Partners, LLCPlexcityPolicyWorksPOPin Video BankingPower Auto Buying ServicePriority Financial GroupPSCUPULSE, a Discover companyQCash FinancialQwickRateRMJ FoundationRochdale Paragon GroupRSM US LLPSavvyMoney, Inc.Securities America, Inc.Sharetec/Data Systems of TXSHAZAMSimplyCreditSmartStep SolutionsSnapCheckSpringboardAutoState NationalStrategic Resource ManagementStrategy CorpsSublime ConcentratesSWBCSymitarThe Sheeter GroupTMG Financial ServicesVavrinek, Trine, Day & CoVERO, LLCVidyo, Inc.Visa DPSVisible EquityWest Monroe PartnersWestern CUNA Management SchoolXtend

2017 Participating Exhibitors/Sponsors

Page 5: OPPORTUNITY CATALOG - amc.ccul.orgamc.ccul.org/exhibit/03Opportunitycatalog18_FINAL.pdfCSCU CU Companies CU Direct CU Mortgage Group CU Partners CU Servnet CU*Northwest CUES CULIANCE

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C A L I F O R N I A A N D N E V A D A C R E D I T U N I O N L E A G U E S ' R E A C H 2 0 1 8 H O L L Y W O O D , C A

Top 3 Reasons to Sponsor!

1. HIGH-LEVEL EXPOSURE—engage with more than 800 attendees.

2. VALUABLE BUSINESS OPPORTUNITIES—cultivate new leads through various networking opportunities and touch points.

3. EXPAND YOUR REACH—increase your geographic market share in California and Nevada.

Become a Sponsor in Two Easy Steps!Step 1: Complete the Sponsorship Application to register your company as a sponsor.

Step 2: Complete the Representative Registration to register any individuals who will physically be onsite representing your company.

Sponsorship Packages

• $14,000 Platinum Sponsorship• $8,000 Gold Sponsorship• $4,000 Silver Sponsorship• $2,000 Bronze Sponsorship• $1,275 Networking Sponsorship• Various A-la-carte Sponsorship

Platinum Sponsorships Include:• Four (4) representative registrations• One (1) 10’ x 20’ exhibit booth space • Unlimited REACHtalk submissions• Platinum Lounge event• Admittance for two (2) to the CEO/Chair/Sponsor Breakfast• Company logo on outgoing eblasts to potential and existing registrants• One (1) banner ad in the CU Weekly Newsletter• One (1) banner ad in the E&T Newsletter • One (1) rotating banner ad in the event mobile app• One (1) company listing with a 50-word description in the event mobile app• One (1) post-event postcard mailing• Attendee mailing list• Additional onsite recognition determined by Event Management

Platinum Lounge Sponsorship Upgrades: Available to Platinum Sponsors Only—New!Held at the swanky OHM Nightclub, the Platinum Lounge is one of the most popular REACH events! OHM boasts an innovative nightlife experience in Hollywood, and you definitely want to be part of it.

DJ Sponsorship (1 available)—New!Amplify the music as the exclusive sponsor of the DJ during the highly-rated Platinum Lounge. Includes: recognition from the DJ and signage.$2,000

Confetti Canon (4 available)—New!Enhance your presence at the Platinum Lounge with a confetti cannon that launches millions of confetti into the crowd to create an ultra-cool Hollywood party zone.$800 each

Cryo Gun (4 available)—New!Add a cool factor to the Platinum Lounge and create stunning visual result with a layer of special effects fog! $500 each

Page 6: OPPORTUNITY CATALOG - amc.ccul.orgamc.ccul.org/exhibit/03Opportunitycatalog18_FINAL.pdfCSCU CU Companies CU Direct CU Mortgage Group CU Partners CU Servnet CU*Northwest CUES CULIANCE

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Gold Sponsorships Include:• Three (3) representative registrations• One (1) 10’ x 10’ exhibit booth space • Unlimited REACHtalk submissions• 30-second company pitch and introduce a breakout speaker (assigned first-come, first-served)• Company logo• Admittance for two (2) to the CEO/Chair/Sponsor Breakfast• One (1) banner ad in the E&T Newsletter • One (1) company listing with a 50-word description in the event mobile app• One (1) post-event postcard mailing• Attendee mailing list• Additional onsite recognition determined by Event Management

Sponsorship Packages (continued)

Silver Sponsorships Include:• Two (2) representative registrations• One (1) 5’ x 10’ exhibit booth space • Unlimited REACHtalk submissions• Admittance for one (1) to the CEO/Chair/Sponsor Breakfast• One (1) company listing with a 50-word description in the event mobile app• Attendee mailing list

Bronze Sponsorships Include:One (1) representative registrationOne (1) 5’ x 5’ exhibit booth space One (1) company listing with a 50-word description in the event mobile appAttendee mailing list

Networking Sponsorships Include:One (1) representative registration

Page 7: OPPORTUNITY CATALOG - amc.ccul.orgamc.ccul.org/exhibit/03Opportunitycatalog18_FINAL.pdfCSCU CU Companies CU Direct CU Mortgage Group CU Partners CU Servnet CU*Northwest CUES CULIANCE

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Golf Sponsorships:Golf Premier SponsorREACH Golf is always well attended and gives you an exclusive opportunity to network one-on-one with credit union executives in a fun environment. Includes: continental and breakfast for all golfers, logo on sign, golf for four, and greet participants as they arrive.$2,750

Golf Transportation Sponsor As the exclusive transportation sponsor, traveling to and from the course is an excellent opportunity to network with REACH golfers! Includes: signage and a video that plays on the bus while in transport.$2,500

Golf Snack and Beverage Cart SponsorElevate your presence as the thirst quenching hero by sponsoring the snack and beverage cart. Includes: logo on drink cart, drink tickets and signage, and golf for two. $2,000

Golf Longest Drive SponsorIncludes: logo on sign$500

Golf Closest to the Pin SponsorIncludes: logo on sign$500

Custom Gift for GolfersLeave a lasting impression with a custom branded gift that will be given to each golfer. You supply the gift, and we will arrange for the golfer to receive it. $500.

Golf Club Rental —New!Travel can be exhausting. Save REACH golfers the hassle of transporting their own clubs by covering the rental cost for all players. Includes: logo on signage.$4,000

Angeles National Golf Course

TUESDAY, NOVEMBER 6, 2018

9401 Foothill Blvd.Sunland, CA 91040

Page 8: OPPORTUNITY CATALOG - amc.ccul.orgamc.ccul.org/exhibit/03Opportunitycatalog18_FINAL.pdfCSCU CU Companies CU Direct CU Mortgage Group CU Partners CU Servnet CU*Northwest CUES CULIANCE

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A La Carte SponsorshipsCollaboration Room Rotating Video—New!The collaboration room is an area where attendees can get away from the hustle and bustle. The room will feature a screen with various videos playing on loop, plus refreshments. Each video is no longer than 60 seconds. $1,000

Umbrellas—New!Shield attendees from the sun or rain as they transfer between REACH functions. A branded-umbrella is a perfect keepsake that can be used throughout the year. Includes: company name, logo, or message on the umbrella: $5,000

LanyardsProminently display your brand on conference lanyards given to every attendee. Includes: company name, logo, or message on a double sided, bulldog clip lanyard. $3,850

Conference Tote BagsProvide function and convenience to conference attendees long after the conference ends with this high-quality reusable shopper tote. Includes: logo (in black), prominently printed on one side.$3,000

Refreshment Breaks (2 available) Gain exclusive access to attendees as they sip on coffee and have a small bite to eat between sessions. Includes: logo on signage. $1,500 each

Welcome Candy—New!Help create a sweet start to the conference by sponsoring the candy at the registration desk that every attendee must visit. Includes: logo on signage.$750

Annual Business Meeting (2 available) This exclusive opportunity puts your brand in front of key C-level credit union executives—the ones who call shots. Includes: logo on signage/mainstage screen slide and mention from stage.$1,500 each

Credit Union Awards (3 available)—New!The awards ceremony represents a celebration of credit union and professional accomplishments. Be part of this joyous event! Includes: logo on signage/slide on screen and preferred seating.$1,000 each

Charging Station (2 available) Located in high traffic areas, the charging stations serve as vital lifetime to the outside world. Includes: logo on signage.$500 each

Page 9: OPPORTUNITY CATALOG - amc.ccul.orgamc.ccul.org/exhibit/03Opportunitycatalog18_FINAL.pdfCSCU CU Companies CU Direct CU Mortgage Group CU Partners CU Servnet CU*Northwest CUES CULIANCE

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A La Carte Sponsorships (continued)

Final Attendee ListNot participating as an onsite sponsor? Benefit from this attendee list for a look-see of who attended, plus mailing information.$500

Customized SponsorshipDo you have an idea for a sponsorship not listed here? We welcome all suggestions and will be happy to work with you to design a sponsorship that best fits your needs. Pricing will vary.

Page 10: OPPORTUNITY CATALOG - amc.ccul.orgamc.ccul.org/exhibit/03Opportunitycatalog18_FINAL.pdfCSCU CU Companies CU Direct CU Mortgage Group CU Partners CU Servnet CU*Northwest CUES CULIANCE

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Helpful Information for Sponsors and ExhibitorsConfirmationNo sponsorship or representative registration is guaranteed until Event Management provides a confirmation. All registered representatives will receive individual registration confirmations emailed to the address provided on their registration form.

Booth Station AssignmentsEvery attempt will be made to assign booths based on the choices submitted by each company. The assignment of booths will be made on a first-come, first-served basis, in the order the Sponsorship Application and payment are received. No booth assignments will be made without payment in full. Event Management reserves the right to assign booth location.

Exhibitor Move-In/Move OutWednesday, Nov. 7, 2018 Exhibitor Move-In: 8 a.m.–3 p.m.

Friday, Nov. 9, 2018Exhibitor Move-Out: 11:30 a.m.–5 p.m.

Exhibit Hall HoursWednesday, Nov. 7, 20185:15–7 p.m. Welcome Reception

Thursday, Nov. 8, 20188–9 a.m. Breakfast10–10:30 a.m. Break11:30 a.m.–1 p.m. Lunch3:30–4 p.m. Break

Friday, Nov. 9, 20188–9:30 a.m. Breakfast

Representative Registration Fees:• Four (4) representative registrations are included with

each Platinum Sponsorship purchased.

• Three (3) representative registrations are included with each Gold Sponsorship purchased.

• Two (2) representative registrations are included with each Silver Sponsorship purchased.

• One (1) representative registration is included with each Bronze and Networking Sponsorship purchased.

To utilize your included registrations, please locate the promo code in the confirmation email you received from show management. The cost for each additional representative is $1,275.

The company name on the representative registration badge MUST be identical to the company name on the sponsorship application. Representative Registration Includes:

• Admittance to the welcome reception• Admittance to the exhibit hall• Breakfasts, lunch, and refreshment breaks within the

exhibit hall • Admittance to general sessions and breakout sessions

Shipping Information Participant shall ship, at its own risk and expense, all property to be exhibited. All shipments must be prepaid. Shipping information will be forwarded to the show contact via the Freeman Show Kit.

Page 11: OPPORTUNITY CATALOG - amc.ccul.orgamc.ccul.org/exhibit/03Opportunitycatalog18_FINAL.pdfCSCU CU Companies CU Direct CU Mortgage Group CU Partners CU Servnet CU*Northwest CUES CULIANCE

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Important Dates & Deadlines

Friday, Sept. 7, 2018 ...........................................REACHtalks submission deadline (Platinum, Gold, and Silver sponsors)

Friday, Sept. 14, 2018 .........................................REACHtalk credit union voting begins

Monday, Sept. 17, 2018 ......................................50-word company description deadline (Platinum, Gold, Silver, and Bronze sponsors)

Monday, Sept. 17, 2018 ......................................Logo deadline (Platinum, Gold, Golf, and A la Carte sponsors)

Monday, Sept. 17, 2018 ......................................E&T Newsletter banner ad deadline (Platinum and Gold sponsors)

Monday, Sept. 17, 2018 ......................................CU Weekly newsletter banner ad deadline (Platinum sponsors)

Monday, Sept. 17, 2018 ......................................Rotating event mobile app banner ad deadline (Platinum sponsors)

Monday, Oct. 1, 2018 ..........................................REACHtalk final selections announced (Platinum, Gold, and Silver sponsors)

Friday, Oct. 5, 2018 .............................................Custom gift for golfers must be received (Golf sponsors)

Friday Oct. 5, 2018 ..............................................Cancellation refund deadline

Monday, Oct. 15, 2018 .........................................Hotel reservation deadline

Monday, Oct. 15, 2018 .........................................Postcard mailing deadline (Platinum and Gold sponsors)

Monday, Oct. 15, 2018 .........................................Golf transportation video deadline (Golf sponsors)

Monday, Oct. 15, 2018 .........................................Collaboration room rotating video deadline (A-la-carte sponsors)

Friday, Oct. 19, 2018 ............................................ Attendee mailing list provided (Platinum, Gold, Silver, and Bronze sponsors)

Wednesday, Oct. 24, 2018 ....................................All approved REACHtalk presentations due to the Leagues (Platinum, Gold, and Silver sponsors)

Wednesday, Nov. 7, 2018 ....................................Exhibitor Move-In: 8 a.m.–3 p.m.

Wednesday, Nov. 7, 2018 ....................................Richard Myles Johnson Silent Auction begins: 5:15 p.m.

Thursday, Nov. 8, 2018 ........................................Richard Myles Johnson Silent Auction closes: 4 p.m.

Friday, Nov. 9, 2018 ........................................... Exhibitor Move-Out: 11:30 a.m.–5 p.m.

Page 12: OPPORTUNITY CATALOG - amc.ccul.orgamc.ccul.org/exhibit/03Opportunitycatalog18_FINAL.pdfCSCU CU Companies CU Direct CU Mortgage Group CU Partners CU Servnet CU*Northwest CUES CULIANCE

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Artwork must be submitted through your assigned unique Wufoo link provided to the show contact. Artwork submitted otherwise cannot be guaranteed for production.

50-word Company description in the event mobile app (Platinum, Gold, Silver, and Bronze Sponsors)Includes your company name, address, website, service categories, as provided on your sponsorship application; as well as the sales contact, their contact information and the 50-word description you provide through your unique Wufoo link.

Logo (Platinum, Gold, Golf and A la Carte Sponsors).eps format to be compatible with Adobe CS6 software.

E&T Newsletter Banner Ad Specifications (Platinum and Gold Sponsors)160 pixels wide x 160 pixels high; .png, .gif, or .jpg formats acceptable; animation acceptable if file is no larger than 400KB.

CU Weekly Newsletter Banner Ad Specifications (Platinum Sponsors)160 pixels wide x 160 pixels high; .png, .gif, or .jpg formats acceptable; animation acceptable if file is no larger than 400KB.

Rotating event mobile app Banner Ad Specifications (Platinum Sponsors)Mobile banner ads must be provided in two (2) dimensions to allow for multiple device settings. You must include a corresponding url. 640 pixels x 150 pixels552 pixels x 150 pixels

Postcard Mailings (Platinum and Gold Sponsors)5” x 7” vertical or horizontal, two-sided, full color (no bleed). Please leave a 2” x 1” tall blank space in the lower right corner of one of the two sides for the event logo. Do NOT leave space for a mailing address. All submitted postcards will be grouped and the Leagues will bookend with the mailing address card. Postcards are mailed within 2 weeks after the event. Do not provide your booth number on the postcard.

Golf Transportation VideoVideo Specs provided upon purchase.

Custom Gift for Golfers Please contact us if your gift is larger than 6’ x 6’ x 6’ or if it weighs more than 5 pounds. All gifts must be received by Oct. 5, 2018 for inclusion.

Collaboration Room Rotating Video Video Specs provided upon purchase.

Artwork Guidelines, Terms & Conditions

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What are you waiting for?

Sponsor today!

Hotel InformationLoews Hollywood Hotel 1755 N Highland AveHollywood, CA 90028

Rate: $269 per room per nightReservations: 855.563.9749Reservation deadline: Oct. 15, 2018

Subject to local, state, and federal taxes.

Visit reach.ccul.org for more information.

Page 14: OPPORTUNITY CATALOG - amc.ccul.orgamc.ccul.org/exhibit/03Opportunitycatalog18_FINAL.pdfCSCU CU Companies CU Direct CU Mortgage Group CU Partners CU Servnet CU*Northwest CUES CULIANCE

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Exhibit Hall Floor Plan

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605 603 604 602 600 601 608 606 607 609

Main Entry

Balcony Access

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STEP 1: Sponsorship Application

Company Information

Company

Address

City, State, Zip

Website

Sponsorship Coordination

Show Contact

Email

Phone

By signing below, the above company agrees to abide by all participation rules, terms, and conditions.

Signature

Print Name Date

Check the categories applicable to your company’s products and services.

Asset/Liability Management ATM’s Auditing Services Car Sales/Programs Collection/Repossession Compliance Credit/Debit Card Programs Currency/Coin Processing Data Processing/Computer Services Design/Build Electronic Banking Services Facilities/Equipment Finance Management Forms/Supplies Human Resources Management Image Processing Insurance Investment/Securities Loan Product/Services Marketing Programs Mortgage Lending Services Security/Risk Management Share Draft Printing/Processing Technology Temp/Permanent Personnel Other

Sponsorship Reservation

Please check the box(s) next to the sponsorship(s) you wish to purchase.

Package Sponsorships

Platinum Sponsor $14,000 60-Second Promotional Video Upgrade $1,000 Gold Sponsor $8,000 Silver Sponsor $4,000 Bronze Sponsor $2,000 Networking Sponsor $1,275 Please tell us your top four booth preferences

1st booth choice 2nd booth choice 3rd booth choice 4th booth choice

Golf Sponsorships

Golf Premier Sponsor $3,500 Golf Snack & Beverage Cart Sponsor $2,000 Golf Contest Hole Sponsor $500 Golf Lunch Sponsor $1,000 Golf Non Playing Sponsor $150

Al-a-Carte Sponsorships

Ballroom Arch $330 Pathway Wall Sign $275 Full-Page Ad Program Guide $1,500 Half-Page Ad Program Guide $750 1/10 Page Ad Program Guide $300 Tote Bags $4,000 CMN 5k Run/Walk $3,000 Refreshment Break $2,000 Annual Business Meeting $2,000 Charging Station $500 Spa Treatments $155 Attendee Mailing List $500 Promotional Portable Water Bottle $3,975 Other

Step 1: Sponsorship Application

Sponsorship Reservation

Please check the box(s) next to the sponsorship(s) you wish to purchase.

Package Sponsorships ❑ $14,000 Platinum Sponsor ❑ $8,000 Gold Sponsor ❑ $4,000 Silver Sponsor ❑ $2,000 Bronze Sponsor

Please tell us your top four booth preferences 1st booth choice _______________

2nd booth choice ______________

3rd booth choice _______________

4th booth choice _______________

Golf Sponsorships ❑ $2,750 Premier Sponsor ❑ $2,500 Transportation Sponsor ❑ $2,000 Snack and Beverage Cart Sponsor ❑ $500 Longest Drive Sponsor ❑ $500 Closest to Pin Sponsor ❑ $500 Custom Gift Sponsor ❑ $4,000 Club Rental Sponsor–NEW!

A La Carte Sponsorships ❑ $1,000 Collaboration Room Rotating Video–NEW! ❑ $5,000 Umbrella’s–NEW! ❑ $3,850 Lanyards ❑ $750 Welcome Candy–NEW! ❑ $1.500 Annual Business Meeting ❑ $1,000 Credit Union Awards–NEW! ❑ $500 Charging Station ❑ $500 Final Attendee List Only

Platinum Sponsor Upgrades ❑ $2,000 DJ Sponsor ❑ $800 Confetti Canon Sponsor ❑ $500 Cryo Gun Sponsor

Custom Sponsorship ________________________________

_________________________________________________

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Four (4) representative registrations are included with each Platinum and Platinum Plus Sponsorship purchased; Three (3) with each Gold; Two (2) with each Silver; One (1) with each Bronze and Networking.

Company Name: _________________________________________________________________________________________

Representative Name: _____________________________________________ Title: _____________________________________

Address: ________________________________________________________________________________________________

City: _____________________________________________________ St: _____________ Zip: __________________________

Phone: _________________________________________ Email: __________________________________________________

N/C Representative registration included in Sponsorship fee $195 Golf $89 WCMS Brunch (ALUMNI ONLY) $1,275 Additional Representative registration $60 Club Rental

Representative Name: _____________________________________________ Title: _____________________________________

Address: ________________________________________________________________________________________________

City: _____________________________________________________ St: _____________ Zip: __________________________

Phone: _________________________________________ Email: __________________________________________________

N/C Representative registration included in Sponsorship fee $195 Golf $89 WCMS Brunch (ALUMNI ONLY) $1,275 Additional Representative registration $60 Club Rental

Representative Name: _____________________________________________ Title: _____________________________________

Address: ________________________________________________________________________________________________

City: _____________________________________________________ St: _____________ Zip: __________________________

Phone: _________________________________________ Email: __________________________________________________

N/C Representative registration included in Sponsorship fee $195 Golf $89 WCMS Brunch (ALUMNI ONLY) $1,275 Additional Representative registration $60 Club Rental

Representative Name: _____________________________________________ Title: _____________________________________

Address: ________________________________________________________________________________________________

City: _____________________________________________________ St: _____________ Zip: __________________________

Phone: _________________________________________ Email: __________________________________________________

N/C Representative registration included in Sponsorship fee $195 Golf $89 WCMS Brunch (ALUMNI ONLY) $1,275 Additional Representative registration $60 Club Rental

METHOD OF PAYMENT–Payment in full is required to secure participation. If paying by credit card, please complete the online representative registration.

Check: Payable to CLSC

Return with payment to Angela Dailey, Manager of Educational Programs and Events P.O. Box 51476 • Ontario, CA 91761-0076 800.472.1702, ext. 6026 • [email protected]

STEP 2: Representative Reservation

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A benefit of a Platinum, Gold, or Silver sponsorship includes unlimited submissions to present a 15-minute REACHtalk session. This high-impact session allows your company to discuss information, products, or services that can greatly impact credit union attendees.

Why Should You Consider Submitting a Proposal?• Enhance your company exposure• Gain credibility and leadership stature among industry professionals• Those chosen will receive a discount on their REACH 2019 sponsorship

Presentation FormatNo less than two (2) 15-minute presentations will collectively comprise one or more breakout sessions. You may distribute handouts that directly assist in your presentation.

Presenter Expectations, Responsibilities, and Commitment• The presentation delivered must match the submitted proposal and description.• The presentation will not include any sales presentations, pitches, or promotions, but rather deliver a level of insight and

thought-provoking information to help attendees improve their effectiveness on the job.• No substitute presenters or additional presenters will be made without approval from the Leagues.• Presenters agree to pay all expenses for items not provided by the Leagues.• The presentation delivered will not exceed the 15-minute time limit.• You agree to hold the Leagues harmless of any improper use of intellectual property.

Leagues Responsibilities• The Leagues will provide a laptop and projection. Non-League laptops will not be permitted due to time.• No internet service will be provided or permitted.• The Leagues will introduce the presenter and session.• No video or audio will be permitted.

Judging/Selection ProcessProposals submitted will be forwarded to California and Nevada credit union representatives, regardless of attendance to REACH. This process allows credit union representatives to customize the event to their preferences while also marketing your company and expertise.

Important Dates Friday, Sept. 7, 2018 Submission deadline

Friday, Sept. 14, 2018 Credit Union voting begins

Monday, Oct. 1, 2018 Final selections announced

Wednesday, Oct. 24, 2018 All approved presentations due to the Leagues

REACHtalks: Call For Presentations

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Help bring financial education to America’s youth at the Richard Myles Johnson (RMJ) Foundation’s Fourth Annual Silent Auction!

How it works: simply donate an item to the silent auction and the RMJ Foundation will help drive attendees to your booth!

Where: Exhibit Hall–Dolby TheatreStarts: 5:15–7 p.m., Wednesday, Nov. 7, 2018 Ends: 4 p.m., Thursday, Nov. 8, 2018

Donations must be displayed by 4 p.m. on Wednesday, Nov. 7, 2018.

To encourage conference attendees to continuously network in the Exhibit Hall, the donated item and bid sheet will be kept at participating sponsors’ booth space. Richard Myles Johnson Foundation staff will collect all donation items and bid sheets on Thursday, Nov. 8, after the Exhibit Hall has closed.

Winners will be notified the evening of Thursday, Nov. 8, at the conclusion of the Silent Auction.

Upon arrival on Friday, Nov. 9, sponsors will be provided with a tent card noting the winning bidder of the donated item.

All proceeds will benefit the Richard Myles Johnson Foundation. For more information, please visit www.rmjfoundation.org.

About the RMJ Foundation: The Richard Myles Johnson Foundation, established in 1958 as the California Filene Foundation, provides financial education resources for credit unions in California and Nevada.

Our programs are not possible without your generous support. Funded entirely by credit unions, organizations that work with credit unions, and individuals, the Richard Myles Johnson Foundation greatly appreciates your support.

Richard Myles Johnson Silent Auction

2015 raised $2,550

2016 raised $7,000

2017 raised $8,500

2018 fundraising goal is $10,000

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The California Credit Union League and the Nevada Credit Union League (collectively, “Leagues”) have contracted with California League Services Corporation (“CLSC” or “Event Management”) to produce and provide event management and attendance promotion for its 2018 REACH Annual Meeting & Convention (“Event”). The Event will take place at the Loews Hollywood Hotel (“Facility”) on Nov. 6-9, 2018 (“Event Dates”) and the trade show (“Trade Show”) will take place at designated times during the Event. Any person or entity attending or participating in the Event (“Sponsor”) shall be subject to these Participation Terms and Conditions (“Terms and Conditions”).

By sponsoring an event at the Leagues' REACH Annual Meeting & Convention, the Sponsor agrees to the following terms and conditions.

The acceptance of sponsorship is based upon social, professional, ethical, and legal considerations.

The Leagues reserve the right to unilaterally reject or cancel any

sponsorships that it deems are not in the best interest of the Leagues, its members, and consumers.

Sponsors are jointly and severally liable for all content (including text representation and illustration) of the logo printed. Sponsors shall indemnify and hold harmless the Leagues from and against any and all claims, demands, actions, judgments, costs, damages, expenses and liabilities inclusive of attorney fees and court costs arising out of or in connection with Sponsors logo. The Leagues shall not be responsible for any direct or indirect damages to Sponsor arising out of this agreement.

Sponsorships do not constitute endorsements by the Leagues.

The Leagues reserve the rights, in its sole and absolute discretion, to position logos anywhere in conference marketing.

The Leagues shall not be responsible for any typographical or printing errors.

This Agreement contains the entire agreement of the parties; this Agreement supersedes any agreement Advertisers may have among themselves or that is submitted with any Advertiser’s artwork or advertising copy.

EXCLUSIVE CONTROL: Event Management shall have exclusive control over event admission and operational policies, including the enforcement of these Terms and Conditions. These Terms and Conditions are established for the mutual benefit and protection of Event Management and Sponsor. Event Management shall retain the right to make such changes in the time schedule or in the general plan of the event as deemed necessary. Sponsor shall conform to these Terms and Conditions and to any rules of the Facility in which the Event is being held.

RESPONSIBILITY: It is the responsibility of the Sponsor to be fully familiar with these Terms and Conditions and to comply with same. It is the further responsibility of the Sponsor to ensure that

Participation Terms and Conditionseach individual in any way associated with Sponsor including, but not limited to, any employee, agent, representative, affiliate, independent contractor, or any other person or entity who may be on the Event premises or attending the Event at the request or on behalf of the Sponsor (“Sponsor Representatives”) on the Event premises or attending the Event is also familiar with these Terms and Conditions and complies with same.

CONTRACT FOR EXHIBIT SPONSORSHIP PARTICIPATION: Sponsor must sign the Sponsorship Application and tender payment in full of the Application Fee. Acceptance by Event Management of the signed documents and payment constitute a tentative contract for exhibit sponsorship. Failure to occupy the assigned exhibit space shall not relieve any Sponsor of the obligation to pay the full Application Fee. Each Sponsor MUST be registered for the event and pay the Application Fee and each Sponsor Representatives must be individually registered and pay any applicable fees.

ASSIGNMENT OF EXHIBIT SPONSORSHIP SPACE: Allocation of available exhibit space will be assigned at the sole discretion of Event Management. Event Management will make a reasonable effort to assign exhibit space based upon the preferences indicated by the Sponsor on the Sponsorship Application; however, Event Management does not guarantee any particular exhibit space will be assigned to a given Sponsor. Sponsor may only display products and/or information in the assigned exhibit space. An exhibit space is NOT to be considered definite until a confirmation email containing the assigned exhibit space is received by the Sponsor. No space will be assigned without full payment.

APPLICATION FEE: The signed Sponsorship Application and payment in full of the Application Fee must be received by Event Management by the published deadline. The exhibit space reserved for the Sponsor will be released and any sums already paid may be retained by Event Management as liquidated damages for Sponsor’s failure to complete timely payment.

CANCELLATION POLICY: Cancellation of Participation MUST be made in writing. In the event of such cancellation, Event Management agrees to return to Participating Company any sponsorship fees paid by it to Event Management, minus a 50 percent cancellation fee per sponsorship for cancellations received no later than Oct. 5, 2018. No refunds will be made for cancellations received after Oct. 5, 2018.

Notwithstanding the above, the performance of this Agreement by Event Management is subject to acts of God, civil disorders, disaster, government regulations, or other emergencies, or any other circumstance beyond the control of Event Management including, but not limited to, power failure or blackout, any of which make it illegal or impossible to provide the facilities and/or services contemplated. This Agreement may be terminated by Event Management for any one or more of such reasons without liability.

Cancellation of registered representatives must be submitted in writing no later than Oct. 5, 2018 to be eligible for a refund minus

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Participation Terms and Conditions (continued)

a $250 processing fee. Cancellations of registered representatives received after Oct. 5, 2018 will not be refunded. Substitutions will always be permitted.

BOOTH SPACE SET-UP, TEAR DOWN AND FORFEITURE: Exhibitor agrees to comply with the installation and dismantling schedules provided below. Installing or dismantling an exhibit at any other time without the prior written consent of Event Management is expressly prohibited.

The specific requirements as to time for installation and dismantling of exhibits will be set forth in the Opportunity Catalog for this Event and shall be binding upon the Sponsor as through fully set forth herein. Each Sponsor shall have its exhibit in place before the opening of the Exhibit Hall, 5:15 p.m., Wednesday, Nov. 7, 2018 and have its exhibit dismantled and removed following the closing of the Exhibit Hall.

Any reserved exhibit space which remains unoccupied or otherwise not checked in with Event Management by 3 p.m., Wednesday, Nov. 7, 2018, will be deemed forfeited and may be re-rented, reassigned, or otherwise used at the sole discretion of Event Management.

Move-In: 8 a.m.–3 p.m. Wednesday, Nov. 7, 2018 Early dismantling is disruptive to the Exhibit Show and surrounding

sessions. Therefore, exhibitors may not pack, tear down, or remove any portion of the exhibit prior to the official closing. An early dismantle fee of $2,500 will be charged to any exhibitor the Leagues determine to have begun packing and/or dismantling any portion of their exhibit prior to show closing. Failure to pay the assessed fine may result in the Sponsor being refused the opportunity to exhibit the following year.

The act of tearing down a booth consists of dismantling or removing any part of the booth or marketing materials that have been used during the course of the Exhibit Hall before the stated tear down hours.

Move-Out: 11:30 a.m.–5 p.m., Friday, Nov. 9, 2018

It will be each Exhibitor’s responsibility to see that all materials are removed from the facility by 5 p.m.

APPROPRIATENESS OF EXHIBITS: Event Management reserves the right to judge the appropriateness of any display and/or the conduct of Sponsor and/or Sponsor’s Representatives while on the event premises, and to decline to permit Sponsor to conduct or maintain a display if, in the sole judgment of Event Management, said display or conduct shall in any respect be deemed unsuitable. This reservation relates to persons, conduct, the display of articles or merchandise, printed matter, souvenirs, catalogs, and any and all other things, without limitation, which might negatively affect the character of the Event.

PROJECTION OF PICTURES: The exhibit space assigned must be able to contain within its outside measurements a reasonably anticipated audience if projected pictures (motion pictures, video,

slides, etc.) and demonstrations are shown in the exhibit space. Any activity that results in the obstruction of aisles or interferes with access to other exhibit space shall be suspended for any period of time specified by Event Management.

SOUND LEVELS: All sounds, music and other noises must be kept at sufficiently low levels so as not to disturb other Sponsors. Public address systems, radio broadcasts, and other devices used only to attract attention by sound are prohibited. Event Management reserves the right to turn off the electricity of any Sponsor who violates this rule.

MODELS: Sponsors who use models or mannequins are responsible for ensuring that their appearance and manner are not offensive, and Event Management will have sole discretion to make determinations on this matter.

USE OF SPACE AND RESTRICTIONS: Distribution of marketing material and exhibitor solicitations of any sort shall be restricted to the assigned space. Exhibit displays, including booths, signs, and promotional giveaways may not extend beyond the limits of the space assigned. The aisles and other spaces on the event premises not rented to Sponsor shall be under the exclusive control of Event Management. No Sponsor may arrange its exhibit to obscure or prejudice adjacent exhibitors in the opinion of Event Management.

SHARING AND SUBLETTING: Sponsor agrees not to assign or sublet the whole or any portion of the assigned exhibit space. Two Sponsors may, upon advance application to Event Management, be permitted to share a single exhibit space. For any exhibit space so shared, there will be a fifty percent (50 percent) charge added to the Application Fee for the exhibit space.

SOLICITATION BY NON-EXHIBITORS: Persons not affiliated with a registered Sponsor pursuant to a signed Sponsorship Application are prohibited from posting any displays or distributing any merchandise, printed matter, souvenirs, catalogs or the like within the event premises, meeting facilities, or hospitality suites.

CONFLICTING ACTIVITIES: Sponsor shall not permit, conduct or participate in activities, on any location on Event Facility grounds that would take attendees from official functions of the Event during Event hours. Sponsor shall not take literature, samples, gifts, or register for prizes from other Sponsors, nor shall any Sponsor visit another Sponsor's hospitality function without that other Sponsor’s express permission. This, however, does not prohibit participation in Event fundraisers. Each Sponsor is responsible to know and comply with any and all local, state, and federal laws applicable to Sponsor’s activities during the Event including, but not limited to, those regulating gambling, auctions, alcohol, and similar activities.

TRADE NAMES; PUBLICITY: Nothing contained in this Agreement shall be construed as conferring any license or right with any respect to any trademark, trade name, brand name, logo, or the corporate name of Leagues or CLSC. Any use of the any

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Participation Terms and Conditions (continued)

trademark, trade name, brand name, logo, or the corporate name of Leagues or CLSC requires the express written consent of that party and only in accordance with the terms and conditions specified by that party.

INDEPENDENT CONTRACTOR: The parties understand that the relationship created hereby is one of independent contractor, and that nothing contained herein shall be construed by the parties or by any third person to create any franchise, fiduciary, agency, partnership, joint venture, employment or other special relationship between the parties. Neither party may create any obligation or responsibility, express or implied, on behalf of or in the name of the other. Sponsor is expressly prohibited from representing itself as an affiliate, associate, partner, division, or extension of the Leagues or CLSC without the express authorization of such entity. Sponsor is expressly prohibited from representing itself or its activities as bearing the approval, endorsement, recommendation, sponsorship, or any other official or unofficial relationship to or with the Leagues or CLSC without the express authorization of such entity.

PRIZE DRAWINGS: All prize drawings must be approved in advance by Event Management in accordance with drawing rules or guidelines established for the Event. Any and all prizes to be distributed by means of a drawing shall be awarded based on a random selection from qualified contestants in full compliance with applicable law. It is the sole responsibility of the Sponsor to ensure the prize drawing winners receive their prize.

PARTICIPATION CONTACT PERSON: Sponsor shall designate one (1) contact person on the Sponsorship Application with authorization to enter into such contracts as necessary for the installation and removal of displays and the provision of services for which the Sponsor will be responsible.

REPRESENTATIVE REGISTRATIONS: No more than four (4) representative registrations are included with each Platinum Sponsorship purchased. Three (3) representative registrations are included with each Gold Sponsorship purchased. Two (2) representative registrations are included with each Silver Sponsorship purchased. One (1) representative registration is included with each Bronze and Networking Sponsorship purchased. To utilize your included registrations, please locate the promo code in the sponsorship confirmation email you received from show management.

Any additional person(s) on the premises on behalf of Sponsor will be required to pay the Registration Fee determined for additional representatives. Individuals registered as GUESTS may not act as representatives of the Sponsor within or at the Event venues.

OFFICIAL DECORATOR: Freeman will be the official decorator (“Decorator”) for the Event. Sponsor shall arrange with Decorator for the rental of all decorations other than that provided with booth space.

SHIPPING: Sponsor shall ship, at its own risk and expense, all property to be exhibited. All shipments must be prepaid. Specific questions may be directed to Event Management.

FIRE REGULATIONS: All decorations, signs, banners, or any other similar material generally considered to be easily ignited shall be flame retarded to the satisfaction of the applicable fire department. Aisles and exits shall be kept clean, clear and free of obstruction. Sponsor shall at all times abide by applicable health and safety regulations.

INSURANCE, LIABILITY AND INDEMNIFICATION: The Sponsor agrees to maintain, at its sole cost, adequate insurance to fully protect the Event Management and its co-sponsors, service contractors and the Facility from any and all claims arising from Sponsor’s activities including but not limited to, the installation, operation and dismantling of Exhibit displays. This includes claims under the Workers’ Compensation Act or personal injury, death, or for damage to property. The Sponsor is responsible for any and all damages caused by the Sponsor, its employees and agents. The Sponsor understands that neither Event Management nor the Facility maintains insurance covering the Sponsor’s property and it is the sole responsibility of the Sponsor to obtain such insurance. Sponsor agrees to protect, save and keep Event Management, and its co-sponsors, service contractors and the Facility harmless from any and all claims, losses, costs, damages, liability and expense arising from Sponsor’s occupancy or use of the event space, failure to comply with the Terms and Conditions and regulations as stated herein, or as a result of any act or omission of the Sponsor, its employees, or agents and waives all claims of any kind against the Event Management, service contractors and Facility. Any controversy or claim arising out of or relating to this contract, or to breach thereof, shall be settled by arbitration in accordance with the Rules of American Arbitration Association, and judgment upon the award rendered by the Arbitrator(s) may be entered in any court of competent jurisdiction.

PENALTY FOR VIOLATION: It is the responsibility of Sponsor to ensure that these Terms and Conditions are followed. Failure to do so may result in a fine or the Sponsor’s suspension from this and future CCUL/NCUL conferences and functions.

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California and Nevada Credit Union LeaguesP.O. Box 51476

Ontario, CA 91761-0076800.472.1702reach.ccul.org


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