FPANY

2018 Strategic Partner Platform

PLATINUM PARTNERSHIP
$10,400 ($9,900 if signed commitment letter received by December 31st, 2017 and Payment
received by January 31st, 2018.)

Benefits include:
1. **3 complimentary memberships of FPA & FPANY giving full access to all chapter member
benefits & discounts (January December 2018 cycle).
2. Host one monthly webinar for FPANY membership (CE/non-CE topic).
3. Inclusion in FPANY PR and signage with special mention at Annual Forum.
4. FPANY website presence- sponsor firm logo & link to firm website.
5. Access to FPANY Career Development website & discounts on posts.
6. Invitation for 2 to all quarterly evening meetings & socials and also all morning education
meetings held for FPANY members & allied professionals like CPAs and Attorneys. (16
events).
7. Opportunity to promote your firms webinars, conferences, special appearances, TV
interviews and other media events to FPANY members.*
8. Ad in FPA Journal of Financial Planning.

*All materials and speakers must be approved in advance for assigned month
** Membership available under CFP or Allied professional category

9. 2018 Two-day Annual Forum & NexGen Summit participation
Premium exhibitor table on both days of Forum ($6,000 value)
Two complimentary registrations for both days & post-event reception (additional
registrations at a 25% discount).
Speaking opportunity at either day of Forum.
4-minute general company presentation in Auditorium to all attendees on both days.
Post-conference report of attendees & evaluations.
Pre- & Post-Forum attendee emails (distributed by FPANY on behalf of sponsor).
Forum attendee list (prior to event).

10. MONTHLY Morning Sessions & QUARTERLY Evening EDUCATION MEETINGS
A one-hour speaking opportunity at one Morning or Evening Education meeting (CE
eligible presentation) subject to availability and approval.
Elevator pitch prior to program as event sponsor if applicable.
GOLD PARTNERSHIP
$7,400 ($6,900 if signed commitment letter received by December 31st, 2017 and Payment
received by January 31st, 2018.)

Benefits include:
1 **2 complimentary memberships of FPA & FPANY giving full access to all chapter
member benefits & discounts (January December 2018 cycle).
2 Host one monthly webinar for FPANY membership (CE/non-CE topic).
3 Inclusion in FPANY PR and signage with special mention at Annual Forum.
4 FPANY website presence- sponsor firm logo & link to firm website.
5 Access to FPANY Career Development website & discounts on posts.
6 Invitation for 2 to all quarterly evening education meetings & any 2 quarterly socials
held for FPANY members & allied professionals like CPAs and Attorneys. (select from a
total of 8 events).
7 Opportunity to promote your firms webinars, conferences, special appearances, TV
interviews and other media events to FPANY members*

*All materials and speakers must be approved in advance for assigned month
** Membership available under CFP or Allied professional category.

8 2018 Two-day Annual Forum & NexGen Summit participation
Exhibitor table on both days of Forum ($6,000 value).
Two complimentary registrations for both days & post-event reception (additional
registrations at a 15 % discount).
Speaking opportunity at day 2 of Forum (or Day 1 subject to availability).
2-minute general company presentation in Auditorium to all attendees on either day of
Annual forum and Next Gen Summit.
Post-conference report of attendees & evaluations.
Pre- & Post-Forum attendee emails (distributed by FPANY on behalf of sponsor).
Forum attendee list (prior to event).

9 MONTHLY Morning Sessions & QUARTERLY Evening EDUCATION MEETINGS
Optional- A one-hour speaking opportunity at one Morning or an Evening Education
meeting (CE eligible presentation) subject to availability and approval if not presenting
at Annual Forum.








SILVER PARTNERSHIP
$5,400 ($4,900 if signed commitment letter received by December 31st, 2017 and Payment
received by January 31st, 2018.)

Benefits include:
1 Two complimentary membership of FPA & FPANY in Allied Professional category, giving
full access to all chapter member benefits & discounts (January December 2018 cycle).
2 Host one monthly webinar for FPANY membership (CE/non-CE topic).
3 Inclusion in FPANY PR and signage and also at Annual Forum.
4 FPANY website presence- sponsor firm logo & link to firm website.
5 Access to FPANY Career Development website.
6 Invitation for 2 to any 4 of the quarterly evening events- Select from the 4 quarterly
evening education meetings and 4 quarterly evening socials for FPANY members & allied
professionals.

7 2018 Two-day Annual Forum & NexGen Summit participation
Exhibitor table on one day of Forum (Table on day 2 for discounted price of $2,000).
Two complimentary registrations for both days & post-event reception.
**Speaking opportunity at day 2 of Forum (subject to availability).
Post conference report of attendees & evaluations.
Forum attendee list (prior to event).

8 MONTHLY Morning Sessions & QUARTERLY Evening EDUCATION MEETINGS
**Optional- A one hour speaking opportunity at one Morning Education meeting (CE
eligible presentation) subject to availability and approval.



















BRONZE PARTNERSHIP
$3,400 ($2,900 if signed commitment letter received by December 31st, 2017 and Payment
received by January 31st, 2018.)

Benefits include:
1 Two complimentary membership of FPA & FPANY in Allied Professional category, giving
full access to all chapter member benefits & discounts (January December 2018 cycle).
2 Host one monthly webinar for FPANY membership (CE/non-CE topic).
3 Inclusion in FPANY PR and signage and also for Annual Forum.
4 FPANY website presence- sponsor firm logo & link to firm website.
5 Access to FPANY Career Development website.
6 Invitation for 2 to all quarterly socials for FPANY members. (4 events)

7 2018 Two-day Annual Forum & NexGen Summit participation
Exhibitor table on either day of Annual forum for $2,500 only. Lock in both days for just
$4,000.
Two complimentary registrations for both days & post-event reception.
Post-conference report of attendees & evaluations*
Forum attendee list (prior to event) *

*Lists will only be shared if Annual forum exhibitor and for the day a table is taken at this
event.




WEBSITE Sponsors special category: $1,000

1 FPANY website presence- sponsor firm logo & link to firm website.
2 Access to FPANY Career Development website.
3 Inclusion in general FPANY chapter related communications and newsletter.




FPANY Angel - $500
FPANY website presence- sponsor firm logo & link to firm website.











SPECIAL EVENT SPONSORSHIP OPPORTUNTIES*

January 2018 Holiday Party To End All Holiday Parties! - $3,500
March 2018: Hidden Figures in Finance $3,500
A networking platform focusing on women in our membership & allied professional
communities that highlights diversity and multicultural success stories and creates
personal development, leadership and growth opportunities by matching mentees to
mentors.

Quarterly Evening Social mixers - $3,500 each:
These quarterly special events will have a unique theme whether its wine tasting,
golfing, Halloweento name a few, and will be held in April, July and October
2018 with the January Holiday party being the first of this inaugural series.

Benefits:
Special 15-minute address to attendees.
Special event PR including website presence and chapter newsletter
announcements and advertising.
Includes 4 complimentary passes for each event sponsored and additional
attendees get 25% discount on ticket price.
Chapter sponsors at Platinum, Gold, Silver & Bronze category can host these
events at $500 discount.



*You can be an exclusive supporter or a co -sponsor for any of these special events.