SPONSORSHIP OPPORTUNITIES - cfsi-emerge s vision is an audacious one: ... » FinX Workshop Sponsor, with 3 workshop passes and option to deliver brief welcome remarks - 2 available

SPONSORSHIP OPPORTUNITIES

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THE NATION’S PREMIER EVENT ON CONSUMER FINANCIAL HEALTHThe EMERGE Forum attracts more than 800 senior leaders for the country’s premier event on Consumer Financial Health. Innovators gather to network, generate ideas, and explore new financial services strategies to improve the bottom line and consumer financial health. 57% OF ADULTS IN THE U.S. ARE STRUGGLING FINANCIALLYCFSI’s vision is an audacious one: to improve the financial health of all Americans. To achieve financial health, people need day-to-day financial systems that build long-term resilience and opportunity. Financial health enables family stability, education, and upward mobility, not just for individuals today but across future generations. GATHERING THE NATION’S FINANCIAL HEALTH CHAMPIONSFinancial services providers, fintech innovators, banks, credit unions, nonprofits, and regulators come together at EMERGE. We invite you to join the conversation and share in promoting innovations for a future fueled by financial health

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For Sponsorship Inquiries, contact Brianne Menges [email protected] 312.995.1500 www.emergecfsi.com

EMERGE FINANCIAL HEALTH FORUM 2018

PAST KEYNOTE SPEAKERSGreg D. Carmichael CEO, Fifth Third Bank Timothy Flacke Executive Director, Commonwealth (formerly Doors 2 Dreams [D2D] Fund)

Chuck Harris President, NetSpend, a TSYS Company Al KoSenior Vice President & General Manager, Consumer Ecosystem Group, Intuit

Len Laufer Managing Director, Head of Intelligent Solutions, JPMorgan Chase Beth E. Mooney Chairman & CEO, KeyCorp

Robert Putnam Peter and Isabel Malkin Professor of Public Policy and author of Bowling Alone and Our Kids: The American Dream in Crisis, Harvard University

Manuel Sánchez Chairman and CEO, BBVA Compass

Dan Schulman President & CEO, PayPal

Eldar Shafir William Stewart Tod Professor of Psychology and Public Affairs and author of Scarcity: Why Having Too Little Means So Much, Princeton University

Raul Vazquez CEO, Oportun

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EMERGE ATTENDANCE IS GROWING EVERY YEAR

ATTENDEE BREAKDOWN BY INDUSTRY

66%

TOP REASONS ATTENDEES COME TO EMERGE BUSINESS DEVELOPMENT

EDUCATION NETWORKING

1/4 OF ATTENDEES ARE FROM BANKS AND CREDIT UNIONS

23% OF ATTENDEES REPRESENT FINTECH COMPANIES

16% REPRESENT NONPROFITS AND FOUNDATIONS

16% ARE FROM OTHER FINANCIAL SERVICE PROVIDERS AND LENDERS

6% REPRESENT GOVERNMENT AND REGULATORS

MORE THAN

800 ATTENDEES EXPECTED IN 2018

100+ SPEAKERS

2014

654

ATT

END

EES

2015

707

ATTE

ND

EES

2016

818

ATT

END

EES

OF ATTENDEES ARE DIRECTOR LEVEL OR ABOVE

SENIORITY BREAKDOWN OF ATTENDANCE

C-suite25%

VP21%Director

20%

Manager14%

Other21%

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PREMIER SPONSORSHIPS AT A GLANCE


2018 BRANDING OPPORTUNITIES

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PREMIER PLATINUM GOLD SILVER BRONZE SPONSORSHIP LEVELS $125,000 $60,000 $40,000 $20,000 Logo recognition on the EMERGE sponsor ü ü ü ü web page with link to your company website and 50 word description

Listed as a sponsor in EMERGE ü ü ü ü magazine and other printed materials onsite.

Logo recognition on digital signage ü ü ü ü throughout the conference (including Social Wall and mobile app) Logo recognition as a sponsor in ü ü ü ü select email communication (subject to deadline)

Sponsor ribbon for all attendees ü ü ü ü from organization (non-exclusive)

Special access to attendee list ü ü ü ü (2 weeks prior to conference) LEVEL-SPECIFIC BENEFITS Number of complimentary sponsor registrations 8 6 4 2 (pre-conference workshops excluded)

Advertisement in the EMERGE One Full Page One Full Page Half Page Quarter Page magazine (subject to deadline) Ad or Content Ad only

Track sponsorship option (subject to availability) ü ü

exclusive non-exclusive Collateral included in 800+ conference tote bags 1 piece 1 piece

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As Platinum Sponsor of the EMERGE Forum, you have the opportunity to customize your sponsorship. Select 2 options from the following (all items subject to availability)

» Eight (8) complimentary registrations (pre-conference workshops not included).

» Logo recognition as a platinum sponsor on the EMERGE sponsor web page with link to your company website.

» Complimentary full page advertisement or branded content full page in the EMERGE magazine.

» Sponsor recognition in EMERGE magazine and other printed materials onsite.

» Logo recognition on digital signage throughout the conference (including social wall and on mobile app).

» Logo recognition as a sponsor in select email communication (subject to deadline).

» Sponsor ribbon recognition for all attendees from organization.

» Special access to attendee list, including name, title, company, and contact info (sent 4 weeks and 2 weeks prior to the conference and 2 weeks after).

» Marketing collateral seat drop on the date of your choice.» One (1) conference tote bag inserts.

» FinX Workshop Sponsor, with 3 workshop passes and option to deliver brief welcome remarks - 2 available

» Exclusive Platinum EMERGE Track Sponsor - choice of track - 2 sold, 1 available

» Exclusive Thursday Evening Reception Sponsor» Branded Tote Bag

» EMERGE Welcome Reception for 600, a 1.5 hour premium reception with logo signage and on-stage mentions of sponsorship

» The Business Case for FinHealth Session Sponsor, a popular pre-conference educational workshop for 125 attendees, with logo signage and on-stage mentions of sponsorship - 1 available

PREMIER SPONSORSHIP OPPORTUNITIES

PREMIER SPONSORSHIP

PLATINUM LEVEL

$125,000


The EMERGE PLATINUM LEVEL SPONSOR package includes the following:

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Gold Sponsors have the opportunity to customize your sponsorship Select 2 options from the following (all items subject to availability)

» Six (6) complimentary registrations (pre-conference workshops not included).

» Access to discounted registrations at $895.» Logo recognition as a gold sponsor on the EMERGE

sponsor web page with link to your company website.» Complimentary full page advertisement in the

EMERGE magazine.» Sponsor recognition in EMERGE magazine and other

printed materials onsite.» Logo recognition on digital signage onsite

(including social wall and on mobile app).



» Special access to attendee list, including name, title, company, and contact info (2 weeks prior to conference).

» One (1) collateral seat drop on designated date.» One (1) Conference Tote Bag Insert.

» General Conference Lunch Sponsor for 125 attendees, inside the Innovation Hall on Thursday - 2 available

» Gold Track Sponsor - non-exclusive - unlimited available

» Conference Branded Tote Bag- 1 available» Conference Branded Notebook- 1 available



The EMERGE GOLD LEVEL SPONSOR package includes the following:

PREMIER SPONSORSHIP

GOLD LEVEL

$60,000

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Silver Sponsors have the opportunity to customize your sponsorship Select 1 option from the following (all items subject to availability)

» Four (4) complimentary registrations (pre-conference workshops not included).

» Logo recognition as a silver sponsor on the EMERGE sponsor web page with link to your company website.

» Complimentary half page advertisement in the EMERGE magazine.


» Logo recognition on digital signage onsite (including social wall and on mobile app).




» One (1) Conference Tote Bag Insert.

» General Conference Lunch Sponsor for 125 attendees, inside the Innovation Hall on Thursday - 2 available

» Conference Branded Notebook- 1 available» General Conference Break Sponsor, offered to all

attendees in the Innovation Lounge- 1 available, 1 sold



The EMERGE SILVER LEVEL SPONSOR package includes the following:

PREMIER SPONSORSHIP

SILVER LEVEL

$40,000

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Bronze Sponsors have the opportunity to customize your sponsorship Select 1 option from the following (all items subject to availability)

» Two (2) complimentary registrations (pre-conference workshops not included).

» Logo recognition as a bronze sponsor on the EMERGE sponsor web page with link to your company website.

» Complimentary quarter page advertisement in the EMERGE magazine.


» Logo recognition on digital signage onsite (including social wall and on mobile app).




» General Conference Breakfast Sponsor, a continental breakfast offered to all attendees in the Innovation Hall - 2 sold

» General Conference Break Sponsor, offered to all attendees in the Innovation Hall - 1 available, 1 sold

» Conference Branded Notebook- 1 available



The EMERGE BRONZE LEVEL SPONSOR package includes the following:

PREMIER SPONSORSHIP

BRONZE LEVEL

$20,000

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ADDITIONAL SPONSORSHIP OPPORTUNITIES

These a la carte opportunities are available to suit your company’s needs.


Education and Content Sponsorships Innovation Lunch Briefing Sponsor» $25,000 - 3 availableThe Innovation Lunch Briefings are your company’s opportunity to create and facilitate a session topic of your choosing*. The complimentary Thursday lunch sessions are one hour long and accommodate up to 125 attendees. By nature, Innovation lunches are open to all EMERGE attendees on a first come first served basis. Each Lunch Briefing includes:» Inclusion in onsite conference materials and listed as part

of the schedule.» Complimentary registrations for up to three (3) lunch

panelists/speakers.» Onsite signage in registration area with session title and

sponsor logo.» Firm name or logo included in direct-mail brochure,

if applicable.» Attendee onsite sign up list.» Logo inclusion in conference materials and onsite signage

listing EMERGE Sponsors. » Logo inclusion with all Sponsors on the EMERGE website

and a direct link to your company website.» Special access to attendee list, including name, title,

company, and contact info (2 weeks prior to conference). * Topics must be vetted and approved for applicability and valued content. Topics must be submitted 60 days prior to the conference

Innovation Breakfast Briefing Sponsor » $17,500 - 2 availableThe Innovation Session Breakfast Briefings kick off each Thursday and Friday at EMERGE. The complimentary breakfast sessions are 30-45 minutes long and lead up to the first keynote of the day. Each Innovation Breakfast accommodates up to 65 attendees and are open to all attendees on a first come first served basis. As sponsor, your company has the opportunity to create and faciliate a topic of your choosing*. Each Breakfast Briefing includes:» Inclusion in onsite conference materials and listed as part

of the schedule.» Complimentary registrations for up to two (2) breakfast

panelists/speakers.» Onsite signage in registration area with session title and

sponsor logo.» Attendee onsite sign up list» Logo inclusion in conference materials and onsite signage

listing EMERGE Sponsors. » Logo inclusion with all Sponsors on the EMERGE website

and a direct link to your company website.» Special access to attendee list, including name, title,

company, and contact info (2 weeks prior to conference).

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FinX Sponsor» $40,000 - 2 exclusive opportunities availableFinX is an empathy-building experience that helps innovative companies catalyze their design processes. During this half-day experience, CFSI staff takes participants through the local community, conducting real financial transations that un- and underbanked Americans face every day. FinX sponsorship includes: » Exclusive branding of either the pre-conference OR the

post-conference FinX. » Four (4) complimentary conference registration passes

that include the FinX.» Opportunity to welcome attendees to the FinX and say a

few remarks. » Opportunity to lead table debriefs with participants.

Visual Notes Sponsor» $25,000 – 1 availableGraphic art meets note taking: with Visual Notes, graphic artists situated in the front of the General Session hall will capture live mainstage conversations and display them visually in a colorful and compelling way. The resulting large-scale (four feet wide or more) drawings will be displayed in the Innovation Hall for attendees to photograph and share via social media to their colleagues and followers. The Visual Notes sponsor receives:» Logo on the top corner of each board.» One main stage verbal mention of Visual Notes and your

company name as sponsor.» All Visual Notes boards will be displayed in the Innovation

Hall following the session.» Two (2) complimentary sponsor registrations.

Barista Station Sponsor» $20,000 - 1 availableEMERGE attendees like coffee but LOVE their lattes. Host a sponsored break that includes barista stations with custom made espresso drinks. » One (1) complimentary pass.» Custom paper coffee cups and napkins printed with

your company logo at all coffee stations throughout the conference.

Registration Desk Sponsor» $20,000 - 1 availableSponsorship of the registration area at EMERGE puts your branding front and center inside a high-trafficked area of the conference. Registration Area sponsors will receive:» Exclusive corporate branding embedded on registration

desk panels.» Two (2) complimentary registrations.» Logo inclusion in conference materials and onsite signage

listing EMERGE Sponsors.

Infographic Wall Sponsor» $15,000 - 1 availableThis graphic feature inside the Innovation Hall is made for social media. Made of a montage of charts, data, and quotes from CFSI research reports, this Data Wall will inspire, excite, and get people talking. As sponsor of the Data Wall, your company will have the opportunity to include two (2) data points that will be professionally designed and printed to include on the wall.



All sponsorship oppoturnities include logo inclusion on all conference materials and conference website, access to the conference attendee list, and recognition as a sponsor on their attendees badges.

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Sponsor-Branded Wi-Fi» $15,000 - 1 availableHigh speed wireless internet, customized with your company name as the network name or password. This sponsorship includes:» One (1) complimentary pass.» Custom network name and password.» High speed wireless for all conference attendees in all

meeting space.» Will be branded on site on signage, palm cards and

conference magazine.

EMERGE Branded Notebook» $15,000 - 1 availableEMERGE attendees return every year because of the conference’s unprecedented and impactful content. Give them something to record it on! Distributed in tote bags and around the EMERGE registration area. The notebook sponsorship also includes:» Custom branded notebook.» One (1) complimentary pass.» First page of notebook can be custom branded with

advertisement or design.» Includes branding on front cover.

Water Bottle Sponsor» $15,000 - 1 availableHigh quality branded water bottles imprinted with your company logo and the phrase “I Hydrate for Financial Health” will be the talk of the conference. These premium bottles may be Inserted into 800+ conference tote bags or distributed as a ticketed premium giveaway at a designated booth staffed by your employees. Bottle sponsorship includes:» One (1) complimentary pass.» Includes sponsorship of water infused fruit station in

attendee lounge.

Branded Room Key» $12,000 - 1 availableIt’s one of the first things that attendees see when they get to EMERGE, so make sure your brand is all over it. Final room key design must be approved by CFSI, subject to production deadline. This sponsorship includes:» One (1) complimentary pass.» Includes design and production of the Loews Hollywood

room keys.

Wellness Yoga Sponsor » $10,000 - 2 yoga classes available. 1 Thursday morning and 1 Friday morningWe know that there is a link between physical health and financial health. As the Wellness Yoga Sponsor at EMERGE you can help attendees start their days with a little self care. Sponsorship includes: » Four (4) sunrise yoga classes (two on Thursday morning

and two on Friday morning) with complimentary yoga mats. Up to 30 attendees per class.

» Yoga mats branded with your company’s logo given to all attendees of the sunrise yoga class.

» One (1) complimentary sponsor registration passes.

Wellness Massage Sponsor » $10,000 - 1 availableWe know that there is a link between physical health and financial health. As the Wellness Massage Sponsor at EMERGE you can help attendees stay healthy and de-stress between sessions. Sponsorship includes: » Relaxing neck and back chair massages available in the

Innovation Hall during select breaks.




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EMERGE Growth Sponsorship» $7,000 - multiple availableThis sponsorship is designed for companies who are interested in showing their support for CFSI and EMERGE, but wish to focus their participation solely on simple branding and attendee networking. The EMERGE Growth sponsorship includes:» Two (2) complimentary sponsor registrations.» Logo inclusion in all conference materials and signage

listing EMERGE Sponsors.» Logo inclusion with all Sponsors on the EMERGE website

with a 50 word company description and a direct link to your company website.

Branded Lanyards» $8,000 - 1 availableGet close to attendees – literally. The EMERGE lanyard sponsor will receive a company logo printed on our premium lanyard – sponsor’s choice of stock lanyard color and imprint color. This sponsorship includes:» Lanyard design and printing.» One (1) complimentary pass.

Branded Device Charging Station» $6,000 - multiple availableEMERGE attendees are going to need power to get throught three days of networking and collaboration. These charging stations feature a variety of charging cords, along with your company logo. Hugely popular and audience appreciated. This sponsorship includes:» Includes 1 branded charging station.» One (1) complimentary pass.




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More opportunities coming soon!» Innovation Lounge with Networking Pods» Media Sponsorship

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SPONSORSHIP OPPORTUNITIES - cfsi-emerge s vision is an audacious one: ... » FinX Workshop Sponsor, with 3 workshop passes and option to deliver brief welcome remarks - 2 available