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SPONSORSHIP OPPORTUNITIES
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SPONSORSHIP OPPORTUNITIES

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Nearly three in five U.S. adults are struggling financially. At EMERGE: Financial Health Forum, 800 leaders from across the marketplace come together to tackle this endemic issue and pursue a shared goal of a financially healthy America. Through your support of EMERGE, your organization can:

Lead the way to financial healthJoin visionary brands in demonstrating your commitment to building financial strategies that enable both consumers and businesses to thrive. Connect with top decision-makersFrom exclusive speaking opportunities to unique branded experiences, our flexible sponsorship levels help you reach our audience of senior leaders in financial services, fintech, nonprofits, government, and more.

The generosity of our sponsors helps to make EMERGE possible each year. Thank you for your consideration.

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For sponsorship inquiries, contact Julie McCullough [email protected] 312.995.1529 www.emergecfsi.org

WHY SPONSOR EMERGE?

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PAST EMERGE SPEAKERS

Nandita Bakhshi President and CEO, Bank of the West

Greg Carmichael CEO, Fifth Third Bank

Kathryn Finney Founder and Managing Director, digitalundivided

David HokeSenior Director, Associate Health and Well-Being, Walmart

Al Ko Chief Transformation Officer, Intuit

Beth Mooney Chairman and CEO, KeyCorp

Dan Schulman President and CEO, PayPal

Lisa Servon Professor of City Planning, The New School

Hamed Shahbazi Former Chairman and CEO, TIO Networks

Eldar Shafir William Stewart Tod Professor of Psychology and Public Affairs and author of “Scarcity: Why Having Too Little Means So Much,” Princeton University

Brian Walter Global Industry Leader: Watson Customer Insights and Cognitive Experience, IBM

BE PART OF A GROWING MOVEMENT

Attendees By Industry

of attendees are director level or above 70%

EMER

GE B

Y TH

E N

UM

BERS

28

SESSIONS AND NETWORKING

OPPORTUNITIES

330

COMPANIES REPRESENTED

90 SPEAKERS

3

CONFERENCE TRACKS

800 ATTENDEES

CFSI has hosted EMERGE for 13 years

BANKS & CREDIT UNIONS

NONPROFITS & FOUNDATIONS

GOVERNMENT & REGULATORY

FINTECH

OTHER

25%

25%

24%

21%

6%

Innovation Meets Collaboration

TOP REASONSAttendees say these are their

for coming to EMERGE

Networking and Business Development

Education Competitive Intelligence

Attendees By Job Title

21%DIRECTOR

27%21%VP

21% 21%OTHER

30%21%C-SUITE

22%

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YYY1 piece

PREMIER SPONSORSHIPS AT A GLANCE

For sponsorship inquiries, contact Julie McCullough [email protected] 312.995.1529 www.emergecfsi.org

2018 BRANDING OPPORTUNITIES

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PREMIER SPONSORSHIP LEVELS

LEVEL-SPECIFIC BENEFITS Number of complimentary sponsor registrations (pre-conference workshops excluded) Advertisement in EMERGE magazine (subject to deadline)

Track sponsorship option (subject to availability)

Collateral included in 800+ tote bags

8 6 4 2

One Full Page One Full Page Half Page Quarter Page Ad or Content Ad only

PLATINUM GOLD SILVER BRONZE $125,000 $60,000 $40,000 $20,000

ü ü exclusive non-exclusive

1 piece 1 piece

ALL PREMIER SPONSORSHIPS INCLUDE:

-Logo recognition on the EMERGE sponsor web page

-Recognition as a sponsor in EMERGE magazine and other printed materials onsite

-Logo recognition on digital signage throughout the forum

-Logo recognition in select email communications (subject to deadline)

-Sponsor ribbon for all attendees from organization

-Special access to attendee list

PREMIER ADD-ON BENEFITS:

FinX Workshop, Welcome Reception, Thursday Reception, Visual Notes, and more

Wi-Fi, Room Key, Registration Desk, Innovation Lunch, Tote Bag, Notebook, and more

Lunch, Lanyards, Water Bottles, Notebook, Breaks, and more

Breakfast, Charging Stations, Pens, Collateral Inserts, Yoga, Notebook, and more

1 piece

As a premier sponsor, you have the opportunity to customize your sponsorship. Select 1 branding option from the following (all items subject to availability):

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» Eight (8) complimentary EMERGE registrations (pre-conference workshops not included).

» Logo recognition as a platinum sponsor on the EMERGE sponsor web page with link to your company website.

» Complimentary full page advertisement or full page branded content in EMERGE magazine.

» Sponsor recognition in EMERGE magazine and other printed materials onsite.

» Exclusive Platinum Sponsor of one content track, choice of track, three (3) available.

» Logo recognition on digital signage throughout the forum (including social wall and on mobile app).

» Logo recognition as a sponsor in select email communication (subject to deadline).

» Sponsor ribbon recognition for all attendees from your organization.

» Special access to attendee list, including name, title, company, and contact info (sent four weeks and two weeks prior to the forum and two weeks after).

» Marketing collateral seat drop on the date of your choice.» One (1) forum tote bag insert.

As Platinum Sponsor of the EMERGE Forum, you have the opportunity to customize your sponsorship. Select 1 branding option from the following (all items subject to avail-ability):

» FinX Workshop Sponsor, with 3 workshop passes and

option to deliver brief welcome remarks - 2 available» EMERGE Welcome Reception for 600 people, a 1.5-

hour reception with logo signage, a custom drink, and a custom enhanced activity or entertainment option - 1 available

» Thursday Evening Reception Sponsor, a 1.5-hour premium reception with logo signage, a custom drink, and a custom enhanced activation station - 1 available

» Visual Notes, graphic artist visually captures live mainstage conversations and displays them in a unique and compelling way - 1 available

PREMIER SPONSORSHIP OPPORTUNITIES

PREMIER SPONSORSHIP

PLATINUM LEVEL

$125,000

For sponsorship inquiries, contact Julie McCullough [email protected] 312.995.1529 www.emergecfsi.org

The EMERGE PLATINUM LEVEL SPONSOR package includes the following:

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» Six (6) complimentary EMERGE registrations (pre-con-ference workshops not included).

» Logo recognition as a gold sponsor on the EMERGE sponsor web page with link to your company website.

» Complimentary full page advertisement in EMERGE magazine.

» Non-exclusive Gold Sponsorship of one content track, choice of track, three (3) available.

» Sponsor recognition in EMERGE magazine and other printed materials onsite.

» Logo recognition on digital signage onsite (including social wall and on mobile app).

» Logo recognition as a sponsor in select email communication (subject to deadline).

» Sponsor ribbon recognition for all attendees from your organization.

» Special access to attendee list, including name, title, company, and contact info (two weeks prior to forum).

» One (1) collateral seat drop on designated date.» One (1) forum tote bag insert.

» Branded forum Wi-Fi - 1 available» Branded room key - 1 available» Branding of registration desk - 1 available» Innovation Lunch - 3 available

» Forum branded tote bag - 1 available» Forum branded notebook - 1 available

PREMIER SPONSORSHIP OPPORTUNITIES

For sponsorship inquiries, contact Julie McCullough [email protected] 312.995.1529 www.emergecfsi.org

The EMERGE GOLD LEVEL SPONSOR package includes the following:

PREMIER SPONSORSHIP

GOLD LEVEL

$60,000

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As a Gold Sponsor of the EMERGE Forum, you have the opportunity to customize your sponsorship. Select 1 branding option from the following (all subject to availability):

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As a Silver Sponsor of the EMERGE Forum, you have the opportunity to customize your sponsorship. Select 1 branding option from the following (all items subject to availability):

» Four (4) complimentary EMERGE registrations (pre-conference workshops not included).

» Logo recognition as a silver sponsor on the EMERGE sponsor web page with link to your company website.

» Complimentary half page advertisement in EMERGE magazine.

» Sponsor recognition in EMERGE magazine and other printed materials onsite.

» Logo recognition on digital signage onsite (including social wall and on mobile app).

» Logo recognition as a sponsor in select email communication (subject to deadline).

» Sponsor ribbon recognition for all attendees from your organization.

» Special access to attendee list, including name, title, company, and contact info (two weeks prior to forum).

» One (1) forum tote bag insert.

» General forum lunch sponsor - 2 available» Branded lanyards - 1 available» Branded water bottles - 1 available

» Forum branded notebook- 1 available» General forum break sponsor - 4 available

PREMIER SPONSORSHIP OPPORTUNITIES

FoFor sponsorship inquiries, contact Julie McCullough [email protected] 312.995.1529 www.emergecfsi.org

The EMERGE SILVER LEVEL SPONSOR package includes the following:

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PREMIER SPONSORSHIP

SILVER LEVEL

$40,000

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» Two (2) complimentary EMERGE registrations (pre-conference workshops not included).

» Logo recognition as a bronze sponsor on the EMERGE sponsor web page with link to your company website.

» Complimentary quarter page advertisement in EMERGE magazine.

» Sponsor recognition in EMERGE magazine and other printed materials onsite.

» Logo recognition on digital signage onsite (including social wall and on mobile app).

» Logo recognition as a sponsor in select email communication (subject to deadline).

» Sponsor ribbon recognition for all attendees from your organization.

» Special access to attendee list, including name, title, company, and contact info (two weeks prior to forum).

As a Bronze Sponsor of the EMERGE Forum, you have the opportunity to customize your sponsorship. Select 1 branding option from the following (all items subject to availability):

» General forum breakfast sponsor - 2 available» Branded charging stations - Multiple available» Branded forum pens - 1 available

» Insert collateral into tote bag - Unlimited available

» Wellness yoga sponsor - 4 available» Forum branded notebook- 1 available

PREMIER SPONSORSHIP OPPORTUNITIES

For sponsorship inquiries, contact Julie McCullough [email protected] 312.995.1529 www.emergecfsi.org

The EMERGE BRONZE LEVEL SPONSOR package includes the following:

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PREMIER SPONSORSHIP

BRONZE LEVEL

$20,000

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À LA CARTE SPONSORSHIP OPPORTUNITIES

These a la carte opportunities are available to suit your company’s needs.

For sponsorship inquiries, contact Julie McCullough [email protected] 312.995.1529 www.emergecfsi.org

Innovation Lunch Briefing Sponsor» $25,000 - 3 availableThe Innovation Lunch Briefings are your company’s opportunity to create and facilitate a session topic of your choosing.* The complimentary Thursday lunch sessions are one hour long and accommodate up to 125 attendees. By nature, Innovation Lunches are open to all EMERGE attendees on a first-come, first-served basis. Each Innovation Lunch Briefing includes:» Inclusion in onsite forum materials and listed as part of the

schedule.» Complimentary EMERGE registrations for up to three

(3) lunch panelists/speakers. * Topics must be vetted and approved for applicability and valued content. Topics must be submitted 60 days prior to the forum.

FinX Sponsor» $40,000 - 2 exclusive opportunities availableFinX is an empathy-building experience that helps innovative companies catalyze their design processes. During this half-day experience, CFSI staff takes participants through the local community, conducting real financial transactions that un- and underbanked Americans face every day. FinX sponsorship includes: » Exclusive branding of either the pre-conference

OR the post-conference FinX. » Four (4) complimentary EMERGE registrations that

include the FinX.» Opportunity to welcome attendees to the FinX and say a

few remarks. » Opportunity to lead table debriefs with participants. » Includes Silver Level logo recognition.

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All sponsorship opportunities include logo inclusion on all forum materials and forum website, access to the EMERGE attendee list, and recognition as a sponsor on your attendees’ badges.

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Visual Notes Sponsor» $30,000 – 1 availableGraphic art meets note-taking: with Visual Notes, graphic artists situated in the front of the General Session Hall will capture live mainstage conversations and display them visually in a colorful and compelling way. The resulting large-scale (four feet wide or more) drawings will be displayed in the Attendee Lounge for attendees to photograph and share via social media to their colleagues and followers. The Visual Notes sponsor receives:» Logo on the top corner of each board.» One main stage verbal mention of Visual Notes and

your company name as sponsor.» All Visual Notes boards will be displayed in the

Innovation Hall following the session.» Two (2) complimentary EMERGE registrations.» Includes Silver level logo recognition.

Barista Station Sponsor» $20,000 - 1 availableEMERGE attendees like coffee but LOVE their lattes. Host an exclusive sponsored break that includes barista stations with custom-made espresso drinks. » One (1) complimentary EMERGE registration.» Custom paper coffee cups and napkins printed with your

company logo at all coffee stations throughout the forum.» Includes Bronze Level logo recogition. Registration Desk Sponsor» $20,000 - 1 availableExclusive sponsorship of the registration area at EMERGE puts your branding front and center inside a high-trafficked area of the forum. Registration Desk sponsors will receive:» Exclusive corporate branding embedded on

registration desk panels.» Two (2) complimentary EMERGE registrations.» Logo inclusion in forum materials and onsite signage listing

EMERGE Sponsors.» Includes Bronze Level logo recognition.

Infographic Wall Sponsor» $15,000 - 1 availableThis graphic feature inside the Attendee Lounge is made for social media. Made of a montage of charts, data, and quotes from CFSI research reports, this Data Wall will inspire, excite, and get people talking. As sponsor of the Data Wall, your company will have the opportunity to include two (2) data points that will be professionally designed and printed to include on the wall.

Sponsor-Branded Wi-Fi» $20,000 - 1 availableHigh-speed wireless internet, customized with your company name as the network name or password. This sponsorship includes:» Two (2) complimentary EMERGE registrations.» Custom network name and password.» High speed wireless for all forum attendees in all meeting

spaces.» Will be branded onsite on signage, palm cards, and

EMERGE magazine.» Includes Bronze level logo recognition. EMERGE Branded Notebook» $15,000 - 1 availableEMERGE attendees return every year because of the forum’s unprecedented and impactful content. Give them something to record it on! Distributed in tote bags and around the EMERGE registration area. The exclusive notebook sponsorship also includes:» Custom branded notebook.» One (1) complimentary EMERGE registration.» First page of notebook can be custom branded with

advertisement or design.» Includes branding on front cover.

ADDITIONAL SPONSORSHIP OPPORTUNITIES

For sponsorship inquiries, contact Julie McCullough [email protected] 312.995.1529 www.emergecfsi.org

All sponsorship opportunities include logo inclusion on all forum materials and forum website, access to the EMERGE attendee list, and recognition as a sponsor on their attendees’ badges.

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Water Bottle Sponsor» $15,000 - 1 availableA high-quality branded water bottle is imprinted with your company logo and L.A.-focused design; it will be the talk of the forum! These premium bottles will be inserted into 800+ tote bags or distributed as a ticketed premium giveaway at a designated booth staffed by your employees. Exclusive bottle sponsorship includes:» One (1) complimentary EMERGE registration.» Includes sponsorship of water-infused fruit station in

Attendee ounge. Branded Room Key» $12,000 - 1 availableIt’s one of the first things that attendees see when they get to EMERGE, so make sure your brand is all over it. Final room key design must be approved by CFSI, subject to production deadline. This exclusive sponsorship includes:» One (1) complimentary EMERGE registration.» Includes design and production of the Loews Hollywood

room keys. Wellness Yoga Sponsor » $15,000 - 4 yoga classes available 2 Thursday morning and 2 Friday morning classesWe know that there is a link between physical health and financial health. As the Wellness Yoga Sponsor at EMERGE, you can help attendees start their days with a little self-care. Sponsorship includes: » Four (4) sunrise yoga classes (two on Thursday morning

and two on Friday morning) with complimentary yoga mats.

» Up to 30 attendees per class.» Yoga mats branded with your company’s logo given to all

attendees of the sunrise yoga class.» One (1) complimentary EMERGE registration.

Wellness Massage Sponsor » $10,000 - 1 availableWe know that there is a link between physical health and financial health. As the Wellness Massage Sponsor at EMERGE, you can help attendees stay healthy and de-stress between sessions. Sponsorship includes: » Relaxing neck and back chair massages available in

the Attendee Lounge during select breaks.

EMERGE Growth Sponsorship» $7,000 - Multiple availableThis sponsorship is designed for companies who are interested in showing their support for CFSI and EMERGE, but wish to focus their participation solely on simple branding and attendee networking. The EMERGE Growth sponsorship includes:» Two (2) complimentary sponsor registrations.» Logo inclusion in all forum materials and signage listing

EMERGE sponsors.» Logo inclusion with all sponsors on the EMERGE

website with a direct link to your company website.

Branded Lanyards» $15,000 - 1 availableGet close to attendees – literally. The EMERGE Lanyard Sponsor will receive a company logo printed on our premium lanyard – sponsor’s choice of stock lanyard color and imprint color. This exclusive sponsorship includes:» Lanyard design and printing.» One (1) complimentary EMERGE registration. Branded Device Charging Station» $7,000 - Multiple availableEMERGE attendees are going to need power to get through three days of networking and collaboration. These charging stations feature a variety of charging cords, along with your company logo. Hugely popular and audience-appreciated. This sponsorship includes:» One (1) branded charging station.» One (1) complimentary EMERGE registration.

ADDITIONAL SPONSORSHIP OPPORTUNITIES

For sponsorship inquiries, contact Julie McCullough [email protected] 312.995.1529 www.emergecfsi.org 11

All sponsorship opportunities include logo inclusion on all forum materials and forum website, access to the EMERGE attendee list, and recognition as a sponsor on their attendees’ badges.

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Attendee Lounge » $8,000-$18,000We’re taking the Attendee Lounge to the next level this year allowing you to purchase a designated area! Our lounge is open to all attendees and is conveniently located where our registration desk and sessions will be. Each area is customizable and will include lounge furniture, such as couches, coffee tables and chairs, branded pillows, coasters, and signage. The rest is up to you. You can hand out collateral, put up your own signage, offer custom give-aways, and more. Use your designated area as an open meeting space or just a place for attendees to put up their feet! We have three sizes for you to choose from:

$8,000 - Small:» Lounge seating for 5.» Branded coasters and signage.» One (1) complimentary EMERGE registration.

$12,000 - Medium:» Lounge seating for 8.» Branded coasters and signage.» Selection of food station.» Two (2) complimentary EMERGE registrations.

$18,000 - Large:» Lounge seating for 12.» Branded coasters and signage.» Selection of food and beverage station.» Three (3) complimentary EMERGE registrations.

Mobile App Prize Sponsor » $20,000 - 1 availableUsers of our mobile app are eligible for daily prizes as part of their participation. The Mobile App Prize Sponsor can work with the EMERGE team to select custom prizes to promote your brand while rewarding attendees for their mobile app participation. Mobile App Prize Sponsorship includes:» Sponsorship of 10+ prizes ranging in price from

$50-$200, which can include custom branded items to promote your brand.

» Stage announcement daily of winners.» Two (2) complimentary EMERGE registrations.» Bronze level logo recognition.

Dine Around Sponsorship » $5,000 - 10 availableThe inaugural dine around dinners in Austin were a huge hit with attendees. So, this year, we want to offer our sponsors the chance to customize their own dine around. Work with the EMERGE team to come up with a fun non-financial services theme for dinner, select a restaurant, and host one of 10 dine arounds in Los Angeles. Dine Around Sponsorship includes:» Exclusive hosting of one EMERGE dine around.» Branding on all dine around promotions.» Contact information for the people who join your dinner.

ADDITIONAL SPONSORSHIP OPPORTUNITIES

For sponsorship inquiries, contact Julie McCullough [email protected] 312.995.1529 www.emergecfsi.org 12

All sponsorship opportunities include logo inclusion on all forum materials and forum website, access to the EMERGE attendee list, and recognition as a sponsor on their attendees’ badges.

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Reception Sponsor » $40,000 - 2 availableThe first two days of the EMERGE Forum conclude with a networking reception. This highly visible sponsorship opportunity will include branding of cups and napkins, a custom drink, and a unique activation station to enhance the reception. Reception Sponsorship includes:» Choice of welcome reception or Thursday evening

reception.» Branding of cups, napkins, and signage at the reception.» Logo included on all mentions of the reception, including

on digital and print agendas.» Promotion of reception and your sponsorship from the

mainstage.» Four (4) complimentary EMERGE registrations.» Silver level logo recognition.

Mobile App Sponsorship (push notifications) » $40,000 - 1 availableThe Mobile App helps attendees navigate the EMERGE Forum, participate in interactive sessions, and connect with their fellow attendees. Your sponsorship would allow us to promote and expand the mobile app to make it a more robust tool for all attendees. Mobile App Sponsorship includes:» Logo recognition on all mobile app promotions.» Logo placement on the bottom of the mobile app

navigation screen.» Up to four custom push notifications promoting your

brand and/or sponsorship.» Four (4) complimentary EMERGE registrations.» Silver level logo recognition.

Startup and Nonprofit Innovator Scholarship » $25,000 - 1 availableWe know that some of the most innovative companies in financial services are the ones with the smallest budgets. With this sponsorship opportunity, you can sponsor five startup or nonprofit companies to attend EMERGE. Scholarship sponsorship includes:» Five (5) complimentary EMERGE registrations to startup

or nonprofit partner companies of your choice.» Two (2) complimentary EMERGE registrations for

sponsor company.» Travel stipend of $1,500 for each of the five scholarship

attendees.» Quarter page ad/feature in EMERGE magazine for the

sponsor company, featuring the logos of the startup companies.

» Each of the scholar companies would have the opportunity to do a 4-minute demo as part of our pitch stage.

» Bronze level logo recognition.

ADDITIONAL SPONSORSHIP OPPORTUNITIES

For sponsorship inquiries, contact Julie McCullough [email protected] 312.995.1529 www.emergecfsi.org 13

All sponsorship opportunities include logo inclusion on all forum materials and forum website, access to the EMERGE attendee list, and recognition as a sponsor on their attendees badges.

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VIP Dinner Gift Bag Sponsor » $15,000 - Network Member ExclusiveEnhance the experience for all EMERGE VIP Dinner attendees by sponsoring a custom gift bag given to all in attendance. Gift bag can include custom branded promotional items. VIP Dinner Gift Bag Sponsorship includes:» Custom branded gift bags for all 250 VIP dinner

attendees. » Logo recognition on VIP dinner signage and promotions.» Opportunity to place collateral and branded promotions

in gift bags.» One (1) complimentary EMERGE registration.

Fun Run Sponsor » $20,000We know EMERGE attendees try to stay healthy while they travel and as the EMERGE Fun Run Sponsor, you can help them achieve that goal. Fun Run attendees will not only get a good morning workout but will also receive a custom branded t-shirt! Fun Run Sponsorship includes:» Exclusive branding on all promotions and signage for the

Fun Run.» A custom designed t-shirt for participants of the Fun Run

that includes your logo.» Opportunity to give away collateral and branded

promotions to participants at the start/finish line.» Two (2) complimentary EMERGE registrations.» Bronze level logo recognition.

Hollywood Walking Tour Sponsor » $20,000Everyone wants to check out the Hollywood Walk of Fame when in L.A., and what better way to do that than through a walking tour of the neighborhood just outside the Loews? This walking tour will include a history of Hollywood and a few highlights from the Walk of Fame. The tour would be open on a first-come, first-served basis to all forum attendees. Hollywood Walking Tour Sponsorship includes:» Walking tour open to all attendees.» Logo inclusion on all emails and signage promoting

the tour.» Custom Hollywood giveaway to all tour participants.» Two (2) complimentary EMERGE registrations.» Bronze level logo recognition.

ADDITIONAL SPONSORSHIP OPPORTUNITIES

For sponsorship inquiries, contact Julie McCullough [email protected] 312.995.1529 www.emergecfsi.org 14

All sponsorship oppoturnities include logo inclusion on all forum materials and forum website, access to the EMERGE attendee list, and recognition as a sponsor on their attendees’ badges.

www.emergecfsi.org

WE CAN AL SO CRE ATE A CUSTOM PROPOSAL FOR YOU.

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