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2007 PridePlanners™ National Conference SPONSOR FACT SHEET
WHAT-WHERE-WHENFounded in 1999, PridePlanners™ is an organization of financial, tax, insurance, and estate planning professionals who service the gay and lesbian community and non-traditional couples and families. The 2007 PridePlanners™ National Conference is dedicated to keeping financial professionals up-to-the-minute about the changing and unique needs of this community. It will be held at the L’Enfant Plaza Hotel on September 27-29, 2007. The event begins with a cocktail reception for attendees and sponsors on Thursday, September 27, at 5:30 pm, and ends on Saturday September 29, at 5:00 pm. ATTENDEES We expect between 125–150 attendees. Our goal is to focus on the financial professionals serving the needs of the gay, lesbian, single, and unmarried community, including financial planners, insurance professionals, investment advisors, accountants and attorneys. SPONSORS By limiting the number of sponsors to approximately 20, we hope to give you an excellent opportunity to develop some profitable relationships with the financial professional attendees. The event is planned to maximize your exposure to attendees. LODGING Sponsors are responsible for making their own lodging arrangements. You can book a room by contacting the L’Enfant Plaza Hotel directly at 800-635-5065 or online at http://www.lenfantplazahotel.com/reservations.cfm. We suggest that you call the hotel early to avoid any sell-out they may have. The conference rate is $209.00 with an advance purchase (taxes and resort fees are extra). ATTIRE The dress code for the 2007 PridePlanners™ National Conference is business casual. Please keep in mind that Washington, DC during the spring is very pleasant. However, we do advise that you bring a sweater to the conference since meeting rooms can be very cold at times. AUDIO/VISUAL and SPECIAL NEEDS The exhibit space includes existing electricity only. You may order additional items for your booth, such as additional electrical hookup, telephone, or audio-visual equipment by completing the Order Forms within the Exhibitor Service Kit. Costs for these special needs are the responsibility of the Sponsor and must be paid for prior to the event. Click here to download SWANK AUDIO/VISUALS ORDER FORM |
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| SPONSORSHIP BENEFITS Please review the Sponsorship Benefit Matrix below for detailed opportunities.
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SPONSOR INDEMNIFICATION CLAUSE Sponsor assumes the entire responsibility and liability for losses, damages, and claims arising out of injury to persons or damage to sponsor’s displays, equipment, or other property brought upon the premises of the L’Enfant Plaza Hotel and agrees to indemnify, defend and hold harmless PridePlanners™, the L’Enfant Plaza Hotel, and it’s owners, servants, agents, and employees against all claims or expenses for such losses, including reasonable attorney’s fees, arising out of the use of the L’Enfant Plaza Hotel premises, excluding any liability caused by the negligence of PridePlanners™ or the L’Enfant Plaza Hotel or it’s owner servants, agents, and employees. The Sponsor understands that neither PridePlanners™ nor the L’Enfant Plaza Hotel maintains insurance covering the Sponsor’s property or list revenue and it is the sole responsibility of the Sponsor to obtain such insurance. SPONSOR BOOTHS – SET UP & TAKE DOWNAll sponsors will have one 2.5’ x 6‘ draped table with pipe, draping, two chairs, a company identification sign, and general security. We have asked that representatives be allowed to set up their booth Thursday evening or early Friday morning. Set up must be completed by 7:30am on Friday. You are expected to represent your booth during the entire conference. Take down is not allowed prior to 11:10 am on Saturday, September 29 and must be completed by 5:00 pm. All incoming packages should be addressed to Attention: <Name of Guest>. All outgoing packages must be packed and clearly labeled prior to shipping. The business center of the L’Enfant Plaza Hotel will be happy to handle your outgoing packages. All packages and shipments must have the following information: Hold for 2007 PridePlanners™ National Conference Arriving September 27-29, 2007 Attention: <Name of Guest> L’Enfant Plaza Hotel 480 L'Enfant Plaza, SW Washington, D.C. 20024 Hotel phone: 202.484.1000 or toll free within the US 800-635-5065 for reservations Hotel fax: 202.646.4456 DRAYAGE AND STORAGE FEES You will be assessed a drayage fee by the L’Enfant Plaza Hotel for the transportation of boxes/materials to the meeting/function/exhibit space. The fee is based on the following scale: Per crate…………………………. $30.00/Day Per box…………………………… $10.00/Day Per skid….……………………….. $125.00/Day There is also a $25/day storage fee per package. Sponsors are enuraged to have their deliveries made as close to check in date as possible to eliminate storage fees. Please review the Exhibitor Service Kit for specific details on the various services and costs. CANCELLATION/REFUND POLICY There are no refunds for cancellation. CONFERENCE EVALUATIONS Throughout the event, the Conference Coordinator, Sponsorship Coordinator, and Conference Task Force members will stop by your booth. This provides you an excellent opportunity to give your opinions and input on next year’s conference. We strive to make this event an excellent opportunity for you and for our members – it is important that you take a few minutes to share your thoughts. If you would like to meet with a PridePlanners™ Board Member one-on-one, schedule an appointment with at the registration desk. PAYMENTS AND MAILING ADDRESS Please make checks payable to PridePlanners™. Return all forms and fees to: JT Hatfield Smith, SPC Financial, Inc., 3202 Tower Oaks Boulevard, Suite 400, Rockville, MD 20852 QUESTIONS Please contact: JT
Hatfield Smith, Co-Chair,
(301) 770-6800 jhatfieldsmith@spcfinancial.com or Jennifer Lazarus, Sponsorship Coordinator, (919) 321-0606 Jennifer@lazarusfp.com UP-TO-THE-MINUTE INFORMATION Please check this website [http://www.prideplanners.com/conference.htm] for up-to-the-minute information. |
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SPONSORSHIP
CONFIRMATION FORM |
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2007
PridePlanners™
National Conference
FREQUENTLY ASKED QUESTIONS
A: PridePlanners™ is a national association dedicated to keeping financial professionals up-to-the-minute about the changing and unique needs of the gay and lesbian community and non-traditional couples and families. Founded in 1999, PridePlanners™ is an organization of financial, tax, insurance, and estate planning professionals who service the gay and lesbian community and non-traditional couples and families.
A: The number of sponsors is limited to 20 for this exclusive event. The event is planned to maximize your exposure to attendees.
A: We are expecting between 125-150 attendees! Our goal is to focus on the financial professionals serving the needs of the gay, lesbian, single, and unmarried community, including Financial Planners, Insurance Professionals, Investment Advisors, CPAs and Attorneys.
A: Yes you can at the regular attendee registration rates. PridePlanners™ encourages all sponsors to take advantage of the profitable access to the financial planning professionals as a sponsor.
A: Attendance for two representatives is included at the Organization Sponsor level, all others levels allow for one representative. Extra representatives are permitted for an additional $125.
A: All sponsors are encouraged to stay for the whole conference. A representative must be at your exhibit space during all posted exhibit hours.
A: Yes, an agenda will be provided. To acquire a better understanding of current trends in the financial planning profession, we encourage you to participate in as many sessions as you wish. Q: What is included in the sponsorship fee? A: Please review the 2007 PridePlanners™ Sponsorship Benefits Matrix for specific benefits at various levels of sponsorship. Q: When can I set up and tear down? A: Set up time is tentatively scheduled for Thursday Evening or Friday morning. The conference ends on Saturday. You may not tear down before 11:10 am on Saturday. Q: Where can I ship my booth and conference handouts? A: All incoming packages should be addressed to Attention: <Name of Guest>. All outgoing packages must be packed and clearly labeled prior to shipping. The business center of the L’Enfant Plaza Hotel will be happy to handle your outgoing packages. All packages and shipments must have the following information: Hold for 2007 PridePlanners™ National Conference Arriving September 27-29, 2007
Attention: <Name of Guest> L’Enfant Plaza Hotel 480 L'Enfant Plaza, SW Washington, D.C. 20024 Hotel phone: 202.484.1000 Hotel fax: 202.646.4456 You
will be assessed a
drayage fee by the L’Enfant Plaza Hotel for the transportation of
boxes/materials
to the meeting/function/exhibit space. The
fee is based on the following scale: Per box…………………………… $ 10.00 per Day Per skid….……………………….. $125.00 per Day
There
is also a
$25/day storage fee per package. Sponsors are encouraged to have their
deliveries made as close to check in date as possible to eliminate
storage
fees. Please review the Exhibitor
Service Kit for specific details on the various services and
costs. A: Your exhibit space is limited only to your imagination. Please keep liability issues in mind when deciding on your decorations. Storage of literature and catalogs must be under or on the provided table. Table cloths with company logos are permitted. No items may exceed into the aisles. Q: How much literature should I bring? A: Bring enough materials for approximately 125 attendees.
A: Sponsors are encouraged to arrive by 5:30P on Thursday to take advantage of the opportunity to be formally introduced to attendees during our cocktail reception. All sponsors will be recognized during breakfast on Friday.
Sponsors are also encouraged to make arrangements with local restaurants to host attendees for lunch during the 12:10A-2:10PM break on Saturday. Sign-up sheets will be provided based on indication of interest on the Sponsorship Confirmation Firm. All arrangements, including reservations and transportation are the responsibility of participating sponsors. Q: What is the dress code?A: Business casual. Q: What is PridePlanners™ refund policy? A: There are no refunds for cancellation. Q: Where should I stay? A: We suggest the L’Enfant Plaza Hotel. Lodging is the responsibility of the Sponsor. You can contact the L’Enfant Plaza Hotel directly at 800-635-5065 or online at http://www.lenfantplazahotel.com/reservations.cfm. Conference rate is at $209.00 with an advance purchase (taxes and resort fees are extra).
A: Each conference we provide our Attendees with a Bingo card in which they must fill with stickers from each of the individual Sponsors. Once filled, we have a raffle on the last day of the conference with donations made by our Sponsors. In prior years, we have had donations of jackets, books and even an iPod. Q: Who do I contact if I have additional questions? A: Contact:
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| Updated 3/28/07 |
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©2007 PridePlanners™ Association |
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