As a sponsor, benefits include:

  • Marketing exposure through advertising and promotion to a focused community of attendees
    •More exclusive exposure to the attendees as there are a limited number of sponsorship opportunities
    •Contacting potential business partners prior to the event and networking during the event
    •Participation as a speaker or panelist (subject to the approval of Strategic Insight) to address an audience of senior executives
    •Prominent exposure of your company’s products or services at the conference
    •Promoting your firm as a thought leader
    •Demonstrate your commitment to your clients and associates
    •Excellent lead generation

This is an excellent opportunity and there are a limited number of sponsorship opportunities! If you are serious about raising your profile and building key business relationships contact:

Austin Ulep
Director, Key Accounts
ISS Market Intelligence

Special Sessions

“529 Essentials Seminar” (pre-conference session – September 24)
Whether you are new to the education financial planning market or a seasoned pro, this insightful full-day seminar will drill down into the mechanics of 529 plans and provide you with a clear understanding of the ever-evolving tax, regulatory, governance, financial aid, investment and product implications driving the market today.

ABLE Deep-Dive Afternoon Summit (post-conference session – September 26)
With the launch of ABLE accounts in 2016, we’re dedicating an entire afternoon to product training, best practices and trends on how firms are involved in the industry, and how firms can successfully participate in the industry from a consumer, product, marketing, distribution and outlook perspective.

Sponsorship Information:
Austin Ulep
Director, Key Accounts

General Information:
Carol Popkins
Senior Vice President, Global Event Operations