FPA21 Partner Pack r8€¦ · Zoom Live Zoom meeting Link – connect here Power Point presentation...

2021 FPA NorCal Conference

Partnership Opportunities

December 2020

Dear Friend of the FPA NorCal Conference:

We invite you to be a Conference Partner of the 49th Annual FPA NorCal Conference, to be held virtually on

Tuesday, June 1, Wednesday, June 2, and Thursday, June 3, 2021.

Partners allows us to maintain a high-level conference filled with educational content and networking opportunities, and

to provide a reasonable registration fee for attendees.

It’s a new world and we are challenged to reinvent this premier Conference in a changed environment. This year’s May

conference required us to pivot in April and turn it into a virtual one, which we can report was very successful with

attendance equaling our in-person conference. Some of the feedback we received:

• You all did an EXCELLENT JOB!!! I have to say, I was impressed. Considering this is such a brave new world

we are living in, and working in, and learning to navigate, WOW!

• I LOVED the Partner networking sessions. I actually paused and listened and learned a lot. Much more

impactful than walking around the Sunset Court.

• Thanks for organizing a great conference. Well done! Very complicated endeavor!

• Thanks to FPA NorCal for offering an engaging and informative virtual conference!

• While I missed seeing my peers, I liked the virtual format because it was time efficient.

It is essential that we think differently about our conference for 2021 and reinvent it, but with the same intention for

inspiring excellence and fostering community. We will eventually hold in-person conferences again, however the virtual

component will not be going away.

This virtual conference will provide more ways for our Partners to connect with attendees. While the previous

events were limited to 500 advisor participants due to space constraints, we expect to at least double our attendance as

a virtual conference, providing the possibility of more attendees being introduced to your company. Our Marketing Team

is gearing up to promote the conference starting months prior to the conference allowing for more Partnership exposure.

Please review the additional information below that outlines the many opportunities for Conference Partners in this virtual

world. Partner levels and benefits are listed and a preview of what our virtual conference venue will look like.

To secure your space at the 2021 FPA NorCal Conference, please act now! The link to register online is in your email.

Sincerely,

Chad Perbeck Shawn Eubanks

Sponsor Co-Chair Sponsor Co-Chair

(925) 253-5245 (612) 703-5235

We are reimagining our FPA NorCal Conference for 2021

The world has shifted, and we are proposing a new schedule and new way to present our speakers, our Partners and to

connect with our attendees, while addressing the virtual world we are in.

Our theme for 2021 is Resilience. Resilience is the ability to be flexible when adapting to change. It is also the ability

to “bounce back” from a loss, disappointment, or other difficult circumstances. Those who are resilient remain rooted

and grounded even when trials and tribulations arise. They can see an affirming point of view in spite of the circumstances.

As we plan for FPA NorCal 2021, we are asking what will be most helpful, beneficial, or inspirational to our FPA NorCal

Community during this time? What can move us from being stuck and longing for what we once considered normal, to

rising to the occasion, dealing with what is and looking forward optimistically to the future and to what new opportunities

are in store for us? Our Partners help us provide our clients and our firms with important resources. We want to hear how

Resilience shows up for you and your company and how you can share that with our attendees. Exceptional content?

Incredible speakers? Entertainment? Gamification? Digital Swag? Let’s get creative!

PRELIMINARY CONFERENCE SCHEDULE (Pacific Time)


June 1, 2021 Day 1

8:00 am Orientation How to navigate and make the most of the virtual conference

8:15 am Welcome and Opening Keynote Speaker

9:30 am 15-minute Break

9:45 am 6 Speaker Sessions 75 minutes

11:00 am Partner Networking Sessions


12:00 pm 6 Speaker Sessions 75 minutes

1:15 pm 15-minute Break

1:30 pm Partner Networking Sessions

2:00 pm Attendee Networking Roundtable Discussions

2:30 pm End of Day One

June 2, 2021 Day 2

8:00 am Orientation How to navigate and make the most of the virtual conference









2:00 pm Attendee Networking Roundtable Discussions

2:30 pm End of Day Two

June 3, 2021 Day 3









1:15 pm Closing Keynote Speaker

2:30 pm Virtual Happy Hour & Networking

3:30 pm Conference Concludes


FPANorCal.org – webinar

FPANorCal.org – webinar

KEYNOTE SPEAKERS

WORKSHOP SESSIONS – Day 1

CONFERENCE PARTNERS

Welcome to the 2021 FPA NorCal Virtual Conference.


2021 FPA NorCal ConferenceEAST BAY • SAN FRANCISCO • S IL ICON VALLEY • NORTHERN CALIFORNIA

ATTENDEE ROUNDTABLE DISCUSSIONS

DAY 1 Economic and Stock Market Update: Staying Nimble Amid an Uncertain Outlook

Michael Hasenstab, PhD CIOFranklin Advisers

DAY 2 Finding Comfort in Being Uncomfortable

Kirstie Ennis, USMC amputee,Paralympic Snowboarder

CLOSING KEYNOTE Cracking the Code on the Future of Work

Jennifer Granholm Former Governor of Michigan

DAY 1: 10:30 – 12:00

Best Practices in Tech Selection: Finding Solutions and Adopting Them

Michael KitcesMSFS, MTAX, CFP®, CLU®, ChFC®, Pinnacle Advisory Group

DAY 1: 10:30 – 12:00

Blind Spots that Can Destroy Your Firm

David DeVoeDeVoe &Company

DAY 1: 10:30 – 12:00

The Promise of Financial Planning: Who Is Keeping It and the Evolving Consequences

Susan BradleySudden Money Institute/Financial Transitionist Institute

DAY 1: 10:30 – 12:00

Utilizing Commission- Free Annuities & Insurance in Your Fiduciary Practice

David Lau DPL Finanical Partners

DAY 1: 10:30 – 12:00

Past Is Not Prologue: How to Deliver Value for Money Via Robust Sources of Return

John West

Research Af� liates

PLATINUM PARTNER PLATINUM PARTNER PALLADIUM PARTNER PALLADIUM PARTNER GOLD PARTNER

DAY 2: 10:15 – 11:45

Changing the Approach to College Funding Advice

Joe MessingerCapstone College Partners

DAY 2: 10:15 – 11:45

What is Comprehensive Financial Planning?

Carolyn McClanahanLife Planning Partners

DAY 2: 10:15 – 11:45

China: Trade, Tariffs and the Trillion Dollar Opportunity

Andy RothmanMatthews Asia

DAY 2: 10:15 – 11:45

How to Advise Clients on Directly Held Real Estate

Rich Arzaga Cornerstone Wealth Management, Inc.

DAY 2: 10:15 – 11:45

Breaking Rules to Build Stronger Retirement Plans

Katherine Roy

JPMorgan Asset Management

FINANCIAL PLANNING

Changing the Approach to College Funding Advice

Andrew PattersonDiscussion GroupFacilitator

ADVISING SENIORS

Breaking Rules to Build Stronger Retirement Plans

CnythiaDockstaderDiscussion GroupFacilitator

INVESTMENT FORCASTING

Enhancing Value Through Insurance Policy Reviews

Kwame ChristianDiscussion GroupFacilitator

OVERSEAS INVESTING

China: The Trillion Dollar Opportunity

Cyd ZulaicaDiscussion GroupFacilitator


DAY 3: 10:15 – 11:45 Rules of Engagement

Kelli CruzCruz Consulting Group

DAY 3: 10:15 – 11:45 The Future of Work

Andrew Patterson, CFA®Vanguard

DAY 3: 10:15 – 11:45 Transforming Your Business for Genera-tional Success

Jennifer Goldman, CFPJennifer Goldman Consulting

DAY 3: 10:15 – 11:45 The 90-Day Dash: Capturing Quality Prospects

Matt Beck, BA American Century Investments

DAY 3: 10:15 – 11:45 What You Should Know about Longevity Today

Ken Smith, MSStanford Center on Longevity

2021 FPA NorCal Conference Partner Levels and Benefits

PRESENTING PARTNER: $12,000 —3 available Early Bird Rate until January 15: $10,000

• Presenting Partner for one day of 3-day Conference

• Acknowledgment at all general sessions by Conference chair

• Introduce keynote speaker

• Provide a workshop speaker educational session—this session will be available On-Demand for two weeks after

the conference and on the FPA NorCal website through September 2021.

• Featured in all publicity before and after the Conference

• Featured in social media promotion

• Company logo listed in online registration schedule

• Prominent company logo banner on Conference virtual platform and on main schedule page for one day of

3-day Conference

• Virtual Booth during live virtual conference (see details below)

• Prominent logo and link on the Conference website, www.FPANorCal.org

• Four company representative complimentary registrations; additional reps may attend at lowest registration fee

GOLD PARTNER: $5,000 —35 available Early Bird Rate until January 15: $4,000 • Included in publicity before and after the Conference

• Highlighted in social media promotion

• Company name listed in online registration schedule

• Company logo on Conference virtual platform


• Company logo and link on the Conference website, www.FPANorCal.org

• Two company representative complimentary registrations; additional reps may attend at lowest registration fee

TECH PARTNER: $3,750 —10 available Early Bird Rate until January 15: $3,000 Exclusively for Technology and Practice Management

• Included in publicity before and after the Conference

• Highlighted in social media promotion

• Company name listed in online registration schedule

• Company logo on Conference virtual platform


• Company logo and link on the Conference website, www.FPANorCal.org

• Two company representative complimentary registrations; additional reps may attend at lowest registration fee


2021 FPA NorCal Conference Partner Levels and Benefits continued

MARKETING & PROMOTION • Marketing will begin 3 months prior to the conference to promote the conference, our Partners and Speakers

with email blasts, digital and social media marketing, local chapter announcements, and more

• Partner logos will be included with messages highlighting the conference and our speakers

Every Partner will have an individual Virtual Booth that includes: • Two scheduled Partner Networking Sessions

– Choice of days and times based on when Partnership is confirmed. First come, first served.

• Virtual Booth will be open to attendees during all conference hours

• Ability to show videos

• Ability to personalize the Virtual Booth background

• Group chat in real time

• Q&A to answer questions in real time

• Opportunity to post documents for access by attendees

• Contact information of attendees that join your booth, as well as their interests, questions asked, time visited,

etc. to facilitate post-conference follow-up

• Attendees can set up one-to-one appointments

• Promote your top company executive/PM/subject matter expert to speak

• Anyone in your company can participate in Virtual Booth

• Ability to analyze performance of your booth

• Link to zoom meeting—

– Educate attendees about your company

– Have Exec/PM/subject matter expert to speak

– Encourage attendees to ask questions

– Provide educational roundtable discussions

– Make personal connections

All Partners receive: • Attendee contact information provided 3 weeks before the Conference


Conference Partner Virtual Booth


Company LogoHTML 5 audio- video player

Automated Captioning

Twitter feed

Zoom

LinkLive Zoom meeting – connect here

Power Point presentation

Call-to-action (CTA)

Resources fordownload

SurveyEngagement tools

Q&A Roundtable Discussions

Zoom link

Personalize booth background

Partner Application for 2021 FPA NorCal Conference is ONLINE The information below will be needed for your ONLINE application

Partner level:

c One-Day Presenting Partner: $12,000 c Gold Partner: $5,000 c Tech Lounge Partner: $3,750

Which category best describes your company? Please check all that apply.

c Mutual Fund c Insurance c Asset Management c Product

c Technology c Practice Management c Service c Other

Company name as you would like it to appear in marketing materials:

Company website (full URL)

Company contacts:

1. Primary contact for your conference attendance (required)

2. Second company representative (required)

3. Third company representative (optional, unless Presenting Partner

4. Fourth company representative (optional, unless Presenting Partner)

Your partner application is considered complete and will be confirmed when we have received:

• Application

• Payment via credit card

• Your company logo in EPS format.

2021 FPA NorCal Conference Partner AgreementTo be confirmed and signed with your ONLINE application

By signing below, you agree to the following in regard to your partnership of the 2021 FPA NorCal Conference:

1. Our application will be considered complete when our signed Partner Application, logo, and payment are received.

2. Cancellation and Unforeseen Events

a. We understand that we may submit a written request for cancellation by March 26, 2021. The Conference will refund our Partner payment less $1,000 to cover costs incurred. We understand that, due to conference legal and financial commitments, Partner cancellation requests submitted after March 26, 2021 are not eligible for a refund.

b. We understand that the Conference Committee reserves the right to modify or cancel the Conference due to events such as strikes, natural disasters, disruptions in the transportation network, or other unforeseen events which make it impossible or inadvisable to hold the Conference.

c. We understand that, if Conference cancellation occurs, the Conference Committee cannot guarantee a refund of our Partner payment.

3. We understand that the FPA NorCal Conference Partner Committee must accept our Partner application.


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