IMPACT® 2016

October 24-27, San Diego, California

For Exhibitors

Thank you 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.

Who attends?

  • 1,600 to 1,900 registered investment advisors
  • 75 to 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 75 education 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 to 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
Firm Size Region

IMPACT® 2015 attendees’ self-reported registration data as of 11/17/15.

Sponsor and exhibitor packages

View packages-at-a-glance

$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 a panelist (topic, speaker, session title and session description to be agreed upon by Schwab)
  • 20' x 20' exhibit space
  • First category to select exhibit booth placement
  • Six full conference registrations
  • Opportunity to purchase up to six additional full conference or day pass registrations
  • Two-time use of pre-conference and post-conference opt-in RIA mailing list
  • Two-time use of pre-conference and post-conference opt-in RIA email addresses
  • 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 in the 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 representatives to attend the Sponsor Reception

$115,000 premier sponsorship

  • Opportunity to nominate a speaker for a 75-minute education session as either a solo speaker or a panelist (topic, speaker, session title and session description to be agreed upon by Schwab)
  • 10' x 20' exhibit space
  • Opportunity to purchase additional 10' x 10' units for additional fees
  • Second category to select exhibit booth placement
  • Six full conference registrations
  • Opportunity to purchase up to six additional full conference or day pass registrations
  • One-time use of pre-conference and post-conference opt-in RIA mailing list
  • One-time use of pre-conference and post-conference opt-in RIA email addresses
  • Priority logo placement in select conference print, electronic, and on-site materials excluding the Save the Date email
  • 100-word company description on the IMPACT website and in the Exhibitor Directory
  • Hyperlink to your company website from the IMPACT website
  • Full-page, color, interior advertisement in the event guide
  • Invitation for two representatives to attend the Sponsor Reception

$100,000 diamond sponsorship

  • Opportunity to nominate a speaker for a 75-minute education session as either a solo speaker or a panelist (topic, speaker, session title, and session description to be agreed upon by Schwab)
  • 10' × 10' exhibit space
  • Opportunity to purchase additional 10' × 10' units for additional fees
  • Third category to select exhibit booth placement
  • Four full conference registrations
  • Opportunity to purchase up to four additional full conference or day pass registrations
  • One-time use of pre-conference and post-conference opt-in RIA mailing list
  • One-time use of pre-conference and post-conference opt-in RIA email addresses
  • Priority logo placement in select conference print, electronic, and on-site materials excluding the Save the Date email
  • 100-word company description on the IMPACT website and in the Exhibitor Directory
  • Hyperlink to your company website from the IMPACT website
  • Full-page, color, interior advertisement in the event guide
  • Invitation for two representatives to attend the Sponsor Reception

$60,000 gold sponsorship

  • 10' × 10' exhibit space
  • Opportunity to purchase additional 10' × 10' units for additional fees
  • Fourth category to select exhibit booth placement
  • Four full conference registrations
  • Opportunity to purchase up to four additional full conference or day pass registrations
  • Onetime use of pre-conference and post-conference opt-in RIA mailing list
  • Onetime use of pre-conference and post-conference opt-in RIA email addresses
  • 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, color, interior advertisement in the event guide
  • Invitation for two representatives to attend the Sponsor Reception

$35,000 silver sponsorship

  • 10' × 10' exhibit space
  • Opportunity to purchase additional 10' × 10' units for additional fees
  • Fifth category to select exhibit booth placement
  • Four full conference registrations
  • Opportunity to purchase up to four additional full conference or day pass registrations
  • Onetime use of pre-conference and post-conference opt-in RIA mailing list (excludes email addresses)
  • Logo and text 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 representatives to attend the Sponsor Reception

$25,000 bronze sponsorship

  • 10' × 10' exhibit space
  • Opportunity to purchase additional 10' × 10'’ units for additional fees
  • Sixth category to select exhibit booth placement
  • Four full conference registrations
  • Opportunity to purchase up to four additional full conference or day pass registrations
  • Onetime use of pre-conference and post-conference opt-in RIA mailing list (excludes email addresses)
  • Logo and/or text recognition 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 representatives to attend the Sponsor Reception

$15,000 exhibitor package

  • 10' × 10' exhibit space
  • Exhibit booth placement assigned by Schwab
  • Two full conference registrations
  • Opportunity to purchase up to four additional full conference or day pass registrations
  • Onetime use of pre-conference and post-conference opt-in RIA mailing list (excludes email addresses)
  • Logo placement in the event website Exhibitor Directory
  • 35-word company description in the event website Exhibitor Directory
  • Hyperlink to your company website from the Exhibitor Directory

$7,500 exhibitor kiosk* package

  • Schwab provided turnkey kiosk (3' × 3' × 12' estimated dimensions)
  • Exhibit kiosk placement assigned by Schwab
  • Two full conference registrations
  • Opportunity to purchase up to two additional full conference or day pass registrations
  • Onetime use of pre-conference and post-conference opt-in RIA mailing list (excludes email addresses)
  • Logo placement in the event website Exhibitor Directory
  • 35-word company description in the event website Exhibitor Directory
  • Hyperlink to your company website from the Exhibitor Directory

*This opportunity is exclusively for vendors participating in the Schwab OpenView MarketSquare® program, 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.

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.

FAQ

How much does it cost to exhibit at IMPACT?

Pricing will range pending the sponsor or exhibitor package. See the Sponsor and Exhibitor Packages section.

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 about how to nominate a speaker.

What are The Exchange hours?

The Exchange is open at all times with the exception of general sessions.

Can I attend education sessions?

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

When may I host private meetings or events?

ll 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 the San Diego Convention Center at any time without Schwab approval.

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

Pricing for additional representatives will be available in July when conference registration opens.

How many registrations may I secure?

Please refer to the Sponsor and Exhibitor Packages section 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 five to eight 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 at the end of September 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 Monday, October 24, 2016. 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 Tuesday, October 25, 2016.

How do I access my invoices?

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

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