IMPACT 2015
Nov. 10–13 Boston

Thanks for your interest

Exhibiting at IMPACT provides an opportunity for your company to access industry leaders, strengthen your brand awareness, and introduce new products and services.

About the Audience

What is IMPACT?

IMPACT is an annual conference held for independent registered investment advisor (RIA) clients of Charles Schwab & Co., Inc. It is considered the premier benchmark event for the RIA industry, with world-class keynote speakers, education sessions, networking opportunities, and industry exhibits. IMPACT is held in a different city each year, alternating between eastern and western locations.

Who attends?

  • 1,500–1,700 Registered Investment Advisors
  • 75–100 Independent Retirement Plan Providers
  • 300 exhibiting companies
  • 250 Schwab employees
  • Journalists from leading financial services publications

Why do advisors attend?

Registered investment advisors attend this conference to network with peers and be inspired by industry leaders and experts. They learn new concepts and techniques to help manage and grow their businesses by attending their choice of more than 65 educational sessions, listening to keynote speakers and talking with exhibitors and peers in The Exchange. Session topics include practice management strategies, compliance and regulatory issues, investment strategies, financial planning tools, and technology solutions. The Exchange serves as the conference hub, hosting exhibitors, receptions, and conference services.

What is the average business size?

Attending advisory firms vary in size from sole advisor practitioners to RIA firms of 25-35 employees. Assets under management range from less than $25 million to more than $5 billion per firm.

What size portfolios do registered investment advisors manage?

Attending RIAs report that they generally serve affluent clients with $500,000 to $5 million in investable assets.

IMPACT audience profile

Assets Under Management Gender Role
First Time Age Actively Advising Retirement Plans
Tenure in Industry Firm Size Region

IMPACT® 2014 attendee's self-reported registration data as of 12/22/2014

Sponsor and Exhibitor Packages

$130,000 Marquee Sponsorship SOLD

Sole sponsor in category

  • Opportunity to nominate a speaker for a 75 minute education session as either a solo speaker or as a panelist (topic, speaker, session title and session description to be agreed upon by Schwab)
  • 20’x20’ exhibit space
  • First category to select exhibit booth placement
  • Six (6) full conference registrations
  • Opportunity to purchase up to six (6) additional full conference or day pass registrations
  • A two-time use of the pre and post attendee list for a direct mail and email campaign that includes the name, company name, business title, email address and business address of attending advisors and independent retirement plan providers who did not opt-out from being contacted
  • Sole sponsor recognition in Save the Date email (estimated quantity: 37,000)
  • Priority logo placement in select conference print, electronic and on-site materials
  • 100 word company description on the IMPACT website and Exhibitor Directory
  • Hyperlink to your company website from the IMPACT website
  • Full-page, inside front cover, four color advertisement in the event guide
  • Mobile App banner advertisement (restrictions apply)
  • Invitation for four (4) representatives to attend the Sponsor Reception

$115,000 Premier Sponsorship SOLD

  • Opportunity to nominate a speaker for a 75 minute education session as either a solo speaker or as a panelist (topic, speaker, session title and session description to be agreed upon by Schwab)
  • 10’x20’ exhibit space
  • Opportunity to purchase additional 10’x10’ units at additional fees
  • Second category to select exhibit booth placement
  • Six (6) full conference registrations
  • Opportunity to purchase up to six (6) additional full conference or day pass registrations
  • A one-time use of the pre and post attendee list for a direct mail and email campaign that includes the name, company name, business title, email address and business address of attending advisors and independent retirement plan providers who did not opt-out from being contacted
  • Priority logo placement in select conference print, electronic and on-site materials excluding the save the date
  • 100 word company description on the IMPACT website and Exhibitor Directory
  • Hyperlink to your company website from the IMPACT website
  • Full-page, interior advertisement in the event guide
  • Invitation for four (4) representatives to attend the Sponsor Reception

$100,000 Diamond Sponsorship SOLD

  • Opportunity to nominate a speaker for a 75 minute education session as either a solo speaker or as a panelist (topic, speaker, session title and session description to be agreed upon by Schwab)
  • 10’x10’ exhibit space
  • Opportunity to purchase additional 10’x10’ units at additional fees
  • Third category to select exhibit booth placement
  • Four (4) full conference registrations
  • Opportunity to purchase up to four (4) additional full conference or day pass registrations
  • A one-time use of the pre and post attendee list for a direct mail and email campaign that includes the name, company name, business title, email address and business address of attending advisors and independent retirement plan providers who did not opt-out from being contacted
  • Priority logo placement in select conference print, electronic and on-site materials excluding the save the date
  • 100 word company description on the IMPACT website and Exhibitor Directory
  • Hyperlink to your company website from the IMPACT website
  • Full-page, interior advertisement in the event guide
  • Invitation for two (2) representatives to attend the Sponsor Reception

$60,000 Gold Sponsorship

  • 10’x10’ exhibit space
  • Opportunity to purchase additional 10’x10’ units at additional fees
  • Fourth category to select exhibit booth placement
  • Four (4) full conference registrations
  • Opportunity to purchase up to four (4) additional full conference or day pass registrations
  • A one-time use of the pre and post attendee list for a direct mail and email campaign that includes the name, company name, business title, email address and business address of attending advisors and independent retirement plan providers who did not opt-out from being contacted
  • Priority logo placement in select conference print, electronic and on-site materials excluding the save the date and conference email campaign
  • 50 word company description in the Exhibitor Directory
  • Hyperlink to your company website from the IMPACT website
  • Half-page, interior advertisement in the event guide
  • Invitation for two (2) representatives to attend the Sponsor Reception

$35,000 Silver Sponsorship SOLD

  • 10’x10’ exhibit space
  • Opportunity to purchase additional 10’x10’ units at additional fees
  • Fifth category to select exhibit booth placement
  • Four (4) full conference registrations
  • Opportunity to purchase up to four (4) additional full conference or day pass registrations
  • A one-time use of the pre and post attendee list for a direct mail campaign that includes the name, company name, business title, and business address of attending advisors and independent retirement plan providers who did not opt-out from being contacted
  • Priority logo placement in select conference print, electronic and on-site materials excluding the save the date and conference email campaign
  • 35 word company description in the Exhibitor Directory
  • Hyperlink to your company website from the IMPACT website
  • Invitation for two (2) representatives to attend the Sponsor Reception

$25,000 Bronze Sponsorship SOLD

  • 10’x10’ exhibit space
  • Opportunity to purchase additional 10’x10’ units at additional fees
  • Sixth category to select exhibit booth placement
  • Four (4) full conference registrations
  • Opportunity to purchase up to four (4) additional full conference or day pass registrations
  • A one-time use of the pre and post attendee list for a direct mail campaign that includes the name, company name, business title, and business address of attending advisors and independent retirement plan providers who did not opt-out from being contacted
  • Logo and/or text recognition in select conference print, electronic and on-site materials excluding the save the date, direct mail invitation and conference email campaign
  • 35 word company description in the Exhibitor Directory
  • Hyperlink to your company website from the IMPACT website
  • Invitation for two (2) representatives to attend the Sponsor Reception

$15,000 Exhibitor Package

  • 10’x10’ exhibit space
  • Exhibit booth placement assigned by Schwab
  • Two (2) full conference registrations
  • Opportunity to purchase up to four (4) additional full conference or day pass registrations
  • A one-time use of the pre and post attendee list for a direct mail campaign that includes the name, company name, business title, and business address of attending advisors and independent retirement plan providers who did not opt-out from being contacted
  • Logo placement within Exhibitor Directory accessed via the conference website
  • 35 word company description in the Exhibitor Directory
  • Hyperlink to your company website from the Exhibitor Directory

$7,500 Exhibitor Kiosk* Package

  • Schwab provided turnkey kiosk (3’x3’x12’ estimated dimensions)
  • Exhibit kiosk placement assigned by Schwab
  • Two (2) full conference registrations
  • Opportunity to purchase up to two (2) additional full conference or day pass registrations
  • A one-time use of the pre and post attendee list for a direct mail campaign that includes the name, company name, business title, and business address of attending advisors and independent retirement plan providers who did not opt-out from being contacted
  • Logo placement within Exhibitor Directory accessed via the conference website
  • 35 word company description on the Exhibitor Directory
  • Hyperlink to your company website from the Exhibitor Directory

*This opportunity is exclusive for participants on the Schwab OpenView MarketSquare™ platform, a product of Schwab Intelligent Technologies™.

The Schwab OpenView Gateway and Schwab OpenView MarketSquare are products of Schwab Intelligent Technologies (“SIT”). SIT and Charles Schwab & Co., Inc. are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent from each other.

View packages-at-a-glance

Additional Sponsorship Opportunities

If you are interested in additional sponsorship opportunities to increase your company's presence at IMPACT, contact us directly.

Additional sponsorship opportunities include advertising in conference materials, branding conference merchandise, and sponsoring networking events, receptions, meals, and services. We also encourage you to bring forth new ideas for our consideration.

FAQs

How much does it cost to exhibit at IMPACT?

Pricing will range pending the sponsor or exhibitor package. See the Sponsor & Exhibitor Packages above.

How do I find out about additional sponsorship opportunities?

If you are interested in additional sponsorship opportunities to further your company’s presence at IMPACT, contact us directly.

How can I nominate a speaker for an education session at IMPACT?

Email us for more information on how to nominate a speaker.

What are The Exchange hours?

The Exchange is open at all times with the exception of General Session.

Can I attend education sessions?

A full-conference or day-pass allows exhibitors to attend educational sessions, meals, and events. Advisors and third-party administrators will be given priority seating in the education sessions.

When may I host private meetings or events?

All private events held during IMPACT must end 15 minutes prior to–or commence no earlier than 15 minutes after–the scheduled IMPACT activity. No function may be held on the premises of Boston Convention & Exhibition Center at any time without Schwab approval.

What are the costs for additional representatives above those included in my exhibitor package?

Additional representatives can register at the standard conference rate of $1,150. The early-bird rate of $999 ends September 11, 2015.

How many registrations may I secure?

Please refer to Sponsor & Exhibitor Packages above to view the number of registrations your package allows. Schwab reserves the right to limit the number of attendees of an exhibiting company.

How do I register my company attendees?

Approved companies may begin registering attendees once registration goes live in August via the Sponsor & Exhibitor Resource Center. Attendees must be affiliated with an approved sponsoring or exhibiting company to attend.

Can I bring a guest to the final night event?

Unfortunately, we cannot accommodate exhibitor guests for social events that are not arranged in advance or included in your company’s registration allotment.

When will my booth number be available?

Booth numbers will be assigned in August and will be available for viewing via the Sponsor & Exhibitor Resource Center.

May I incorporate the IMPACT logo into my direct mail marketing?

The use of Charles Schwab & Co. Inc. or any of its affiliates in marketing collateral is prohibited. Exhibitors who wish to reference IMPACT must have their direct mail piece approved by IMPACT prior to production and mailing. Forward your direct mail piece or email your request for a high-resolution IMPACT logo to IMPACTexhibitors@schwab.com. Please allow 5–8 business days for approval.

How do I access the exhibitor kit?

Approved exhibitors may access the exhibitor kit via the Sponsor & Exhibitor Resource Center.

When will the registered pre-attendee list be available?

The registered pre-attendee list will be made available on or around October 8, 2015 via the Sponsor & Exhibitor Resource Center.

When does my firm need to load-in?

Booths must be “show-ready” by 3:30 p.m. on Tuesday, November 10, 2015. If your booth is not set up by this time, the contracted show decorator will set it up and additional expenses will be incurred by your firm. Booths may not be set up on Wednesday, November 11, 2015.

How do I access my invoices?

You may view/download your invoices via the Sponsor & Exhibitor Resource Center.