Thanks For Your Interest

IMPACT is an annual conference held for independent registered investment advisor (RIA) clients of Charles Schwab. 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.

• 1,400–1,600 Advisors and their representatives
• 75–100 Independent Retirement Plan Providers
• 300 exhibiting companies
• 250 Schwab employees and senior managers
• Journalists from leading financial services publications

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 Expo. Session topics include practice management strategies, compliance and regulatory issues, investment strategies, financial planning tools, and technology solutions. The Expo serves as the conference hub, hosting exhibitors, receptions, and services.

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

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

Assets Under Management

AUM reported from 2012 attendees as of 9/27/2012.

Business Model

Business Model reported from IMPACT 2012 attendees as of 9/30/2012

• Sole sponsor in category
• Opportunity to nominate a speaker for an education session*
• Complimentary 20’x20’ exhibit space
• First in priority booth placement
• Six (6) complimentary full conference registrations
• Opportunity to purchase up to four (4) additional full conference or day pass registrations
• One-time use of pre- and post-conference opt-in advisor mailing list
• One-time use of pre- and post-conference opt-in advisor email address list
• Priority logo placement in select conference print, electronic, and on-site materials
• 100 word company description in conference program guide
• Hyperlink to your company website from the IMPACT website
• Full-page, black and white advertisement in program guide
• Invitation for two representatives to attend a Sponsor Reception
• Opportunity to secure additional advertising, networking, and branding sponsorship opportunities
• Advertising discount with select publications

*Topic, speaker, session title, and session description to be agreed upon by Schwab

• Opportunity to nominate a speaker for an education session*
• 10'x20' exhibit space
• Opportunity to expand to a 20'x20' exhibit space for additional fees
• Second priority exhibit booth placement following Marquee
• Four (4) full-conference registrations
• Opportunity to purchase up to four (4) additional full-conference or day-pass registrations
• One-time use of pre- and post-conference opt-in advisor mailing list
• One-time use of pre- and post-conference opt-in advisor email address list
• Priority logo placement in select conference print materials and electronic and on-site communications
• Full-page, black-and-white advertisement in program guide
• 75-word company description in program guide
• 75-word company description on event website with link to company website
• Invitation for two representatives to attend the Sponsor Reception
• Advertising discount with select publications

*Topic, speaker, session title, and session description to be agreed upon by Schwab

• Opportunity to nominate a speaker for an education session to participate as a solo speaker or as a panelist
• 10'x10' exhibit space
• Opportunity to expand to a 10'x20' or 20'x20' exhibit space for additional fees
• Third priority exhibit booth placement following Premier
• Four (4) full-conference registrations
• Opportunity to purchase up to four (4) additional full-conference or day-pass registrations
• One-time use of pre- and post-conference opt-in advisor mailing list
• One-time use of pre- and post-conference opt-in advisor email address list
• Priority logo placement in select conference print materials and electronic and on-site communications
• Full-page, black-and-white advertisement in program guide
• 50-word company description in program guide
• 50-word company description on event website with link to company website
• Invitation for two representatives to attend the Sponsor Reception
• Advertising discount with select publications

*Topic, speaker, session title, and session description to be agreed upon by Schwab

• 10'x10' exhibit space
• Opportunity to expand to a 10'x20' or 20'x20' exhibit space for additional fees
• Fifth priority exhibit booth placement following Platinum
• Four (4) full-conference registrations
• Opportunity to purchase up to four (4) additional full-conference or day-pass registrations
• One-time use of pre- and post-conference opt-in advisor mailing list
• One-time use of pre- and post-conference opt-in advisor email address list
• Priority logo placement in select conference print materials and electronic and on-site communications
• Half-page, black-and-white advertisement in program guide
• Opportunity to expand to a full-page advertisement in program guide for additional fees
• 50-word company description in program guide
• Link on event website to company website
• Invitation for two representatives to attend the Sponsor Reception
• Advertising discount with select publications

• 10'x10' exhibit space
• Opportunity to expand to a 10'x20' exhibit space for additional fees
• Sixth priority exhibit booth placement following Gold
• Four (4) full-conference registrations
• Opportunity to purchase up to four (4) additional full-conference or day-pass registrations
• Exclusive promotional opportunity developed specifically to category
• One-time use of pre- and post- conference opt-in advisor mailing list that includes name, business title, company name, and company addres
• Recognition in select conference print materials and electronic and on-site communications
• Half-page, black-and-white advertisement in program guide
• Opportunity to expand to a full-page advertisement in program guide for additional fees
• 35-word company description in program guide
• Link on event website to company website
• Invitation for two representatives to attend the Sponsor Reception
• Advertising discount with select publications

• 10'x10' exhibit space
• Opportunity to expand to a 10'x20' exhibit space for additional fees
• Preferred exhibit booth placement
• Four (4) full-conference registrations
• Opportunity to purchase up to four (4) additional full-conference or day-pass registrations
• One-time use of pre- and post- conference opt-in advisor mailing list that includes name, business title, company name, and company addres
• Recognition in select conference print materials and electronic and on-site communications
• Opportunity to purchase a full-page or half-page advertisement in program guide for additional fees
• 35-word company description in program guide
• Link on event website to company website
• Invitation for two representatives to attend the Sponsor Reception
• Advertising discount with select publications

• 10'x10' exhibit space
• Two (2) full-conference registrations
• Opportunity to purchase up to four (4) additional full-conference or day-pass registrations
• One-time use of pre- and post- conference opt-in advisor mailing list that includes name, business title, company name, and company address
• Recognition in select conference print materials and electronic and on-site communications
• 35-word company description in program guide

The cost to exhibit at IMPACT is $15,000. Exhibitor fees include two full conference registrations. See Sponsor & Exhibitor Packages.

All sponsors and exhibitors are subject to Schwab's approval. Register for IMPACT. If approved, you will receive a confirmation electronically.

If you are interested in additional sponsorship opportunities to further your company's presence at IMPACT directly.

The use of Charles Schwab 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 your request for a high-resolution IMPACT logo. Please allow 5–8 business days for approval.

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 Walter E. Washington Convention Center at any time without Schwab approval.

and we'll send you a speaker nomination form.

Additional representatives can register at the standard conference rate of $1,150. Early-bird rates of $999 apply through August 16, 2013.

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

Approved companies may begin registering attendees on June 24, 2013 via the Sponsor & Exhibtor Resource Center. Attendees must be affiliated with an approved sponsoring or exhibiting company.

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

The registered pre-attendee list will be made available on or around October 7, 2013 via the Sponsor & Exhibitor Resource Center.

Unfortunately, we cannot accommodate exhibitor guests for social events.

Booths must be "show-ready" by 4:00 p.m. on Sunday, November 10, 2013. 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 Monday, November 11, 2013.

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

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

To edit your company description, please login to the Sponsor & Exhibitor Resource Center. Changes to company descriptions made after July 19, 2013 will not be reflected in event materials.

To access your invoices and receipts, please log onto Sponsor & Exhibitor Resource Center.

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

IMPACT 2013 reserves the right to release and/or reassign any Exhibit space and/or refrain from activating branding and benefits for sponsorships not paid for in full by July 5, 2013. A company who cancels a registration prior to July 5, 2013 will receive a full refund less $1,250.000 administrative fee. After July 5, 2013 a company will be entitled to a refund of one-half of all fees due by a company as of the date of cancellation. A company shall not be entitled to any refund for cancellation notices received on or after August 2, 2013. All cancellations must be made in writing and received by .