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Published by fmsdesign, 2017-10-19 11:24:13

Partner Program 2018

2018 fms partner program-flipbook

2018
BUILD YOUR BRAND IN THE FINANCIAL INSTITUTIONS INDUSTRY
ANNIVERSARY
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Dear Valued Partner,
It has been an exciting year for the Financial Managers Society. Over the last 12 months, FMS has enhanced our member benefits and features to provide even more value to our community of financial institutions professionals than ever before. As a result, we are seeing our membership grow into a robust network of practitioners, all of whom turn to FMS for guidance on how to navigate the waters of today’s ever-evolving accounting and regulatory environment.
With the addition of exclusive new member benefits such as complimentary year-round webinars, the introduction of our brand-new magazine FMS forward, and an arsenal of new thought leadership resources, FMS is more prepared than ever for what the industry has in store in 2018. As we look forward to celebrating our 70th Anniversary, we’re also excited to welcome the members of the Association for Management Information in Financial Services (AMIfs) into our FMS community. The addition of this dynamic group of management accounting and profitability professionals allows FMS to expand our network and develop more educational opportunities in risk measurement and earnings enhancement. With all of these exciting changes, we’re forecasting 2018 to be one of the biggest years for growth in decades and we’d love for you to be a part of it.
That is why we are excited to introduce the FMS Partner Program, offering year-round opportunities to position your brand in front of accounting, finance, and profitability professionals from financial institutions across
the globe. As an FMS Partner, you play an integral part in the success of our members. Whether your goal is to attend or speak at one of our renowned events, write a white paper, or increase your industry footprint through other thought leadership, the FMS Partner Program is designed specifically to help you reach those goals and put your brand in front of the industry’s foremost decision makers.
This publication provides an overview of all of the exciting benefits you can expect to receive as an FMS Partner. We invite you to take a look and let us know where you think your expertise will be most greatly utilized and how we can help turn your goals into strategic ROI.
We hope you’ll consider a partnership with us as we celebrate our milestone 70th Anniversary and move FMS, and the industry as a whole, through the next 70 years and beyond!
Sincerely,
Danielle Holland
President and Chief Executive Officer Financial Managers Society
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THE ENHANCED FMS
In 2017, FMS announced that it would be welcoming the members of the Association for Management Information in Financial Services (AMIfs) into FMS. For over 35 years, AMIfs has provided renowned education and resources to management information and financial risk management professionals at major financial institutions worldwide. AMIfs’ content has primarily focused on organizational and product profitability, financial risk management, and other related earnings enhancement programs.
Now one community, the addition of the AMIfs membership has expanded our network allowing FMS to serve a larger variety of financial institutions and allowing you, our partners, the opportunity to share your thought leadership and expertise with one of the most diverse networks of finance and accounting professionals in the bank and credit union industry.
FMS MEMBERS BY INSTITUTION TYPE
63% 20%
16% 1%
Commercial Banks 63% Credit Unions 20% Thrifts 16% Holding Companies 1%
FMS MEMBERS BY ASSET SIZE
FMS MEMBERS BY JOB FUNCTION
35% 23%
WHO YOU’LL REACH IN THE ENHANCED FMS
15%
22%
18%
5%
5%2%6% 3%
Less than $100 Million $100 - $249 Million $250 - $499 Million $500 - $999 Million
$1 - $4.99 Billion $5 - $9.99 Billion $10 - $29.9 Billion $30 - $99.9 Billion Over $100 Billion
7% 3%
5%5%
24%
5% 15% 22% 18% 24% 3% 6% 2% 5%
15% 7%
Accounting/Finance Executives 23% CEOs 5% CFOs 35% Controllers 15% Financial Analyst 5% Internal Audit / Risk Manager 7% Treasurer / Investment O icer 3% Other 7%
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INTRODUCING
THE FMS PARTNER PROGRAM
This year, FMS is excited to offer your company an expanded menu of brand-building opportunities through our new FMS Partner Program.
As an FMS Partner, you will have exclusive access to year-round opportunities designed to position your company in front of your most important audience – accounting and finance professionals in the banking and credit union industry.
ANNUAL CONFERENCES
The addition of the AMIfs network has expanded our ability to bolster your market exposure even further as FMS adds the FMS- AMIfs Annual Conference and the FMS-AMIfs Institute to our arsenal of robust education programs like The FMS Forum.
EXPANDED SPEAKING OPPORTUNITIES
In 2017, FMS began offering our online education complimentary to our members. As a result, webinar attendance has increased by over 100 percent. In 2018, FMS will expand our educational opportunities further through the introduction of comprehensive e-learning programs, and new profitability-focused education to support the FMS-AMIfs Certified Profitability Professional certification.
INTERACTIVE THOUGHT LEADERSHIP
In these ever-changing, technologically-enhanced times, it’s more important than ever to not just craft concise messages for your audience, but also deliver your message in a way that resonates across multiple mediums. Our new digital education portal, FMStv, offers your company a unique opportunity to partner with FMS creating video content on some of the most pressing topics facing our industry.
ADVERTISING
The launch of both FMS forward, our new bi-monthly member magazine, and FMS Update, the bi-weekly electronic newsletter will lend credibility to your brand through your association with these great thought leadership pieces.
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FMS PARTNER PROGRAM AT A GLANCE
The FMS Partner Program has been designed to help expand your brand exposure within the FMS community year-round. Previously limited to exhibit and sponsorship opportunities at our annual conference, The FMS Forum, this comprehensive program allows you to invest in a partnership with FMS that both helps build the value we provide to FMS members, as well as positions your company as a preferred provider of industry expertise and solutions.
Participation in the program is customized to meet your company’s speci c goals and is based upon the total amount of your annual investment. Below is a menu of options that are available through the distinct levels of partnership. To fully discuss your company’s goals and develop a customized package that meets your needs, contact Autumn Wolfer at [email protected] or (312) 630-3420.
PLATINUM
GOLD
SILVER
BRONZE
Annual Conference(s) Opportunities
Recognition throughout event signage/materials as FMS Partner
X
X
X
X
Breakout Session speaking slot at The 2018 FMS Forum
X
X
Complimentary registration to The 2018 FMS Forum
One (1)
One (1)
Complimentary registration to the 2018 FMS-AMIfs Annual Conference
One (1)
One (1)
Thought Leadership Opportunities
Sponsored FMS Webinar
Three (3)
Two (2)
One (1)
Sponsored e-mail to FMS database
Quarterly
Two (2)
One (1)
Thought leadership piece in FMS Update e-newsletter
Three (3)
Two (2)
One (1)
“Brought-to-you-by” Sponsorship of an FMStv episode
One (1)
One (1)
One (1)
Dedicated FMStv episode
Brand Building Opportunities
One (1)
FMS forward magazine advertising
Two (2) full-page & One (1) cover wrap
One (1) full-page & two (2) half-page
Three (3) half-page
Three (3) quarter-page
Web banner in FMS Update e-newsletter
Quarterly
Quarterly
Quarterly
Quarterly
Brand recognition on FMS website
X
X
X
X
Coordinated social media campaign
X
X
Press alert announcing partnership
X
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PLATINUM PARTNERSHIP Customization Options
ANNUAL CONFERENCE(S)
One (1) breakout session speaking opportunity
• Ful lled at The 2018 FMS Forum • Topic subject to FMS approval
One (1) complimentary registration to The 2018 FMS Forum
One (1) complimentary registration to the 2018 FMS- AMIfs Annual Conference
Recognition on event-related collateral
• Signage and printed materials at the FMS- AMIfs Annual Conference
• Signage and printed materials at The 2018 FMS Forum
THOUGHT LEADERSHIP
Three (3) sponsored webinars
• Scheduled during 2018 calendar year • Topic subject to FMS approval
One (1) dedicated episode on FMStv
• On-screen interview
• Banner ads adjacent video on portal
• Promotion through all FMS marketing and
social channels
• Topic subject to FMS approval
Three (3) thought leadership pieces featured in FMS Update
• FMS Update is the bi-weekly members-only electronic newsletter
• Link directly to your company’s website
Quarterly (4) sponsored e-mails to FMS database
• 5,000+ bank and credit union individuals • Copy subject to FMS approval
BRAND BUILDING
Advertising in FMS forward members-only magazine
• Two (2) full-page ads • One (1) cover wrap
Quarterly banner advertising in FMS Update
• FMS Update is the bi-weekly members-only electronic newsletter
Brand recognition as a Platinum Partner on the FMS website
Coordinated social media campaign
• Social media campaign to be jointly- coordinated
• FMS social presence on LinkedIn, Twitter, Facebook and Instagram
Press alert announcing partnership
• Sent to industry trade publications • Joint coordination and release
FMSinc.ORG/PARTNERPROGRAM
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GOLD PARTNERSHIP Customization Options
ANNUAL CONFERENCE(S)
One (1) breakout session speaking opportunity
• Ful lled at The 2018 FMS Forum • Topic subject to FMS approval
One (1) complimentary registration to The 2018 FMS Forum
One (1) complimentary registration to the 2018 FMS- AMIfs Annual Conference
Recognition on signage and printed collateral at
• The FMS-AMIfs Annual Conference • The 2018 FMS Forum
THOUGHT LEADERSHIP
Two (2) sponsored webinars
• Scheduled during 2018 calendar year • Topic subject to FMS approval
Sponsorship of one (1) episode on FMStv
• Mention in video as “brought-to-you-by” sponsor
• Banner ads adjacent video on portal
• Promotion through all FMS marketing and
social channels
Two (2) thought leadership pieces featured in FMS Update
• FMS Update is the bi-weekly members-only electronic newsletter
• Link directly to your company’s website
Two (2) sponsored e-mails to FMS database
• 5,000+ bank and credit union individuals • Copy subject to FMS approval
BRAND BUILDING
Advertising in FMS forward members-only magazine
• One (1) full-page ad
• Two (2) half-page ads
Quarterly banner advertising in FMS Update
• FMS Update is the bi-weekly members-only electronic newsletter
Brand recognition as a Gold Partner on the FMS website
Coordinated social media campaign
• Social media campaign to be jointly- coordinated
• FMS social presence on LinkedIn, Twitter, Facebook and Instagram
FMSinc.ORG/PARTNERPROGRAM
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SILVER PARTNERSHIP Customization Options
ANNUAL CONFERENCE(S)
Recognition on signage and printed collateral at:
THOUGHT LEADERSHIP
One (1) sponsored webinar
• Scheduled during 2018 calendar year • Topic subject to FMS approval
Sponsorship of one (1) episode on FMStv
• Mention in video as “brought-to-you-by” sponsor
• Banner ads adjacent video on portal
• Promotion through all FMS marketing and
social channels
One (1) thought leadership piece featured in FMS
Update• FMS Update is the bi-weekly members-only electronic newsletter
• Link directly to your company’s website
One (1) sponsored e-mail to FMS database
• 5,000+ bank and credit union individuals • Copy subject to FMS approval
FMSinc.ORG/PARTNERPROGRAM
• •
The FMS-AMIfs Annual Conference The 2018 FMS Forum
BRAND BUILDING
Advertising in FMS forward members-only magazine
• Three (3) half-page ads
Quarterly banner advertising in FMS Update
• FMS Update is the bi-weekly members-only electronic newsletter
Brand recognition as a Silver Partner on the FMS website
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BRONZE PARTNERSHIP Customization Options
ANNUAL CONFERENCE(S)
Recognition on signage and printed collateral at:
• The FMS-AMIfs Annual Conference • The 2018 FMS Forum
THOUGHT LEADERSHIP
Sponsorship of one (1) episode on FMStv
• Mention in video as “brought-to-you-by” sponsor
• Banner ads adjacent video on portal
• Promotion through all FMS marketing and
social channels
BRAND BUILDING
Advertising in FMS forward members-only magazine
• Three (3) quarter-page ads
Quarterly banner advertising in FMS Update
• FMS Update is the bi-weekly members-only electronic newsletter
Brand recognition as a Bronze Partner on the FMS website
FMSinc.ORG/PARTNERPROGRAM
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ANNUAL CONFERENCES
Interested in both of these great events? Contact, Autumn Wolfer at [email protected] or (312) 630-3420 for customized packages.
ANNIVERSARY
THE
FORUM
JUNE 10 - 12,2018
Hyatt Regency Grand Cypress Orlando, FL
ANNUAL CONFERENCE
Financial Performance & Risk Management
APRIL 18 - 20, 2018 | TEMPE, AZ | TEMPE MISSION PALMS
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ANNUAL CONFERENCE
Financial Performance & Risk Management
APRIL 18 - 20, 2018 | Tempe, AZ TEMPE MISSION PALMS


FMS-AMIfs ANNUAL CONFERENCE
The FMS-AMIfs Annual Conference is the premier event for nancial performance, pro tability, and risk management professionals in nancial institutions. Your exhibit space at and/or
sponsorship of this conference gives you access to this exclusive audience from across the globe.
ATTENDEES BY INSTITUTION TYPE
89% 11%
ATTENDEES BY ASSET SIZE
ATTENDEES BY JOB FUNCTION
49% 25%
WHO ATTENDS?
Banks 89% Credit Unions 11%
26%
Director/Manager 49% Financial Analyst 26% Senior Management 25%
34%
36%
13%
17%
34% 36% 17% 13%
$1 Billion - $9.99 Billion $10 Billion – $29.9 Billion $30 Billion - $99.9 Billion Over $100 Billion
PAST EXHIBITORS/SPONSORS
Acorn Systems Accenture
ADI Strategies Angel Oak Advisory Armada
Bank Risk Advisors Capco CorePro t Darling Consulting Group DDJ Myers
DMA Empryean Strategic Partners Exequor Group Farin Financial Risk Management
Flow Tracker
Hartland Financial Solutions
IBM
Kaufman Hall - Axiom EPM
Moody’s MountainView – McGuire Openspan Oracle
Peloton Pro tStars
PwC
Robbins Gioia Rolta
SunGard
ZM Financial Systems
12


FMS-AMIfs ANNUAL CONFERENCE RESOURCE CENTER
RESOURCE CENTER TABLETOP EXHIBITS
INCLUDED WITH YOUR TABLETOP
Members Non-members
$2,995 $3,345
• •
• •
One (1) 6-foot skirted table with two (2) chairs
One (1) complimentary FMS-AMIfs Annual Conference registration
Company description and contact information in the On-site Guide and conference mobile app
Company link on the FMS-AMIfs Annual Conference website
This program has exposed us to
a broad network of industry experts and enabled us to develop those introductions
into new client relationships.
Past AMIfs Partner
RESOURCE CENTER HOURS
Wednesday, April 18
12:00 PM – 4:00 PM 5:00 PM – 6:30 PM
Thursday, April 19
7:00 AM – 8:00 AM 10:30 AM – 11:00 AM 12:00 PM – 1:30 PM 5:30 PM – 6:30 PM
Friday, April 20
7:00 AM – 8:00 AM 10:15 AM – 10:45 AM 11:00 AM – 1:00 PM
Registration and Set-up Welcome Reception
Bu et Breakfast Refreshment Break Lunch
Evening Reception
Bu et Breakfast
Morning Refreshment Break Tabletop Teardown
13


FMS-AMIfs ANNUAL CONFERENCE SPONSORSHIPS NETWORKING SPONSORSHIPS
Welcome Reception in the Resource Center
Meet and greet bankers at this great Welcome Reception in the Resource Center. Not only is your company name prominently displayed during the function, you will have time to mix and mingle with the attendees and give a kick-o welcome to the group.
Morning Networking and Bu et Breakfast
Mingle with attendees at your sponsored breakfast before the Opening General Session. Your company will also be featured on signage throughout the dining area.
Lunch in the Resource Center
Welcome attendees and take a break from learning during this daily networking lunch in the Resource Center. Your company’s likeness will also be prominently featured on signage throughout the lunch area.
$5,500
This event has been incredibly
bene cial as we have met many new clients through the resources provided.
Past AMIfs Partner
$4,000
2
Available
Want to sponsor BOTH the FMS-AMIfs Annual Conference and The FMS Forum? Custom packages are available. Contact, Autumn Wolfer at [email protected] (312) 630-3420
Thursday Evening Reception in the
Resource Center
Wind down from an exciting day two during this networking event in the Resource Center. Your company will enjoy additional recognition on signage throughout the event.
$4,500
$4,500
2
Available
2
Available
14


FMS-AMIfs ANNUAL CONFERENCE SPONSORSHIPS PROMOTIONAL SPONSORSHIPS
Conference Mobile App
The FMS-AMIfs Annual Conference mobile app will allow attendees to access conference materials and stay up-to-date on any changes or events taking place throughout the week. Your company’s image/brand will be displayed on the app and throughout all event signage.
$3,750
Hotel Room Key Card
Put your organization in front of attendees upon rst arrival in Tempe by sponsoring their hotel room key cards. Your custom artwork will be printed on each card, given to hotel guests at check-in, and used to access their rooms throughout their stay.
Pre-Conference Email Marketing
Send your personalized message to
FMS and AMIfs full database prior to the conference. FMS will send out a one-time HTML-formatted email on your behalf before the event begins. Message must be approved by FMS.
Registration Packets
Handed out as attendees stop by to
pick up their conference materials, your company’s logo will be featured on these packets containing important conference- related information that will be referenced continuously throughout the week.
$3,000
Conference Padfolios
Customized with your company’s branding, these handy padfolios will be used by attendees throughout the conference to take notes and reference key learning objectives during the week’s sessions.
General Session Chair Drop
Have a message you’d like to express to this niche group of nancial professionals? The general session chair drop o ers the perfect
2 opportunity to promote your
$2,500
Conference Presentation Flashdrives
$3,500
One of the most widely-used conference items long after attendees return home. Your company name and logo will be imprinted and featured on each device.
On-site Guide
Gain attention throughout the week on the frequently-referenced On-site Guide. Your company will be prominently displayed
on the back cover of this printed piece
as attendees use the guide to navigate through the conference.
$2,500
$1,500
Available
company’s products and solutions right as the day kicks o .
Conference Pens
Used throughout the conference space, place your logo on these take-away items that will get used during and long after attendees leave Arizona.
3
Available
$3,500
$2,500
$2,500
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Want to sponsor BOTH the FMS-AMIfs Annual Conference and The FMS Forum? Custom packages are available. Contact, Autumn Wolfer at [email protected] (312) 630-3420
THE
FORUM
JUNE 10 - 12,2018
Hyatt Regency Grand Cypress - Orlando, FL


THE 2018 FMS FORUM
The FMS Forum is premier event attracting nance, accounting, and auditing professionals from community banks, thrifts, and credit unions across the country. Bringing you face-to-face
with hundreds of quali ed buyers and decision makers, The FMS Forum o ers you the perfect opportunity to make critical contact with your future clients.
ATTENDEES BY INSTITUTION TYPE
62% 20%
WHO ATTENDS?
ATTENDEES BY
ASSET SIZE 33%
ATTENDEES BY JOB FUNCTION
4% 4%
26% 18%
20%
18%
18% 10%
Accounting/Finance Executive 18% CEOs 3% CFOs 33% Controllers 20% Financial Analyst 2% Internal Audit/Risk Manager 10% Treasurer/Investment O icer 5% Other 9%
Community Banks 62% Thrifts 20% Credit Unions 18%
9% 2%
3% 5%
25%
Less than $100 Million $100 Million - $249 Million $250 Million - $499 Million $500 Million - $999 Million $1 Billion - $4.99 Billion $5 Billion - $9.99 Billion
23%
4% 18% 23% 25% 26% 4%
PAST EXHIBITORS/SPONSORS
ALM First Financial Advisors, LLC ARCSysTM
Audit One LLC
Austin Atlantic Capital AvidXchange
Kaufman Hall / Axiom EPM Baird
Baker Tilly BalancedComp, LLC
BFS Group
BKD, LLP
BMO Capital Markets
c. myers corporation
Ceto & Associates Chatham Financial CliftonLarsonAllen LLP Crowe Horwath
D.A. Davidson
Darling Consulting Group Deluxe Corporation / Banker’s Dashboard
Deloitte
Equias Alliance
Equips
Farin Financial Risk Management FIMAC Solutions
Fiserv
Flexi Software
Graduate School of Banking @ UW-M HilltopBancSystems Incapital LLC
IZALE Financial Group
M Bene t Solutions-Bank Strategies MountainView-McGuire McQueen Financial Advisors Millenial Vision Multi-Bank Securities, Inc. National CD Rateline
New York Life Insurance Company Plansmith Corporation Plante Moran
PMA Funding
Primary Financial Co., Inc. Pro tStars Promontory Inter nancial Network QwickRate
Sageworks
S&P Global Market Intelligence SkyStem
Solver, Inc.
Stifel
Visible Equity
Vitex, Inc.
ZM Financial Systems
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THE FMS FORUM MARKETPLACE EXHIBIT HALL
In-line booth Corner Premium 20x10
Member Rates
$3,000 $3,250 $5,000
Non-member Rates
$3,500 $3,750 N/A
SUN. JUNE 10
MON. JUNE 11
TUES. JUNE 12
12:30 PM – 5:00 PM 5:30 PM – 7:00 PM
7:00 AM – 8:00 AM 1:00 PM – 2:15 PM 5:15 PM – 6:30 PM
7:00 AM – 7:45 AM 10:00 AM – 11:00 AM 11:00 AM – 2:00 PM
Exhibitor Move-in
70th Anniversary Reception
Breakfast Bu et Lunch Bu et Reception Bu et
Breakfast Bu et Networking Break Bu et Exhibitor Move-out
EXHIBIT BOOTH RATES
MARKETPLACE HOURS
INCLUDED WITH YOUR BOOTH
• One (1) complimentary full-conference registration*
• Access to over 32 hours of educational content provided by today’s top
nancial institution experts
• Admittance to networking receptions throughout the week including the FMS 70th Anniversary Reception
• Free company listing in the on-site materials, including the conference mobile app, received by all attendees upon registration
• Link to your company’s website on the FMS website
• Pre-show attendee mailing list.
Print mailing list only. Delivered approximately six weeks prior to the show)
*One (1) complimentary registration is included with each booth. Each exhibitor can add up to two (2) additional booth representatives at the discounted registration rate of $750.
Our company attends dozens of shows in the
nancial industry and The FMS Forum is always near the top of the list. The attendees are genuinely interested in learning more about the vendors and discussing solutions to challenges they may be facing. You rarely feel like a vendor, as FMS facilitates conversation seamlessly.
Past FMS Partner
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THE FMS FORUM SPONSORSHIPS NETWORKING SPONSORSHIPS
70th Anniversary Reception
Help FMS commemorate our 70th
anniversary at this kick-o event in
the Marketplace. Your company’s
branding will appear throughout
the venue on signage and napkins
throughout the hall. Sponsoring this
reception also guarantees FMS Silver Partnership.
Breakfast in the Marketplace
Rise and shine! Help get attendees
o to a great start by sponsoring our
bu et breakfast in the exhibit hall.
Your company’s logo will appear at
each breakfast station, along with 2 signage throughout the venue. Available
FMS Golf Outing Sponsor
Early-bird arrivals to The Forum have
the opportunity to “hit the links” with
colleagues and friends at this fun
golf outing on Sunday morning. Your
organization’s logo will appear on
signage throughout your sponsored
event. You will also receive two (2) complimentary tee times for a company representative or guest.
Refreshment Break
Your brand will be front and center as
attendees take a minute to relax and
unwind during refreshment breaks.
With breaks available each day
(Monday and Tuesday), it’s the perfect 3 opportunity to gain added exposure
throughout the conference space. Sponsorship Available includes signage at each break station with additional sponsorship recognition on all conference collateral.
70th Anniversary Awards Lunch
This sit-down lunch in the general session
room is sure to be the highlight of the
conference as FMS honors our leadership and
members at this 70th anniversary celebration.
Your organization will be recognized
throughout the luncheon area with your logo
appearing prominently on signage as well as on the display screens at the front of the room.
Conference Social Champion Game
Gain exposure in the social universe during
the conference as the exclusive sponsor
of the ever-popular FMS Social Champion
networking game. Your company will be
featured in posts across LinkedIn, Twitter,
Facebook, and Instagram via custom
hashtags and mentions during this highly-interactive game. First and second prize winners will also be awarded gift card prizes courtesy of your organization.
$15,000
$5,000
$7,500
Monday Evening Reception in the Marketplace
The perfect primer to end a long
day of learning, attendees will mix and mingle with exhibitors while passing signage with your company’s branding prominently displayed throughout the Marketplace.
Monday Lunch in the
Marketplace
This new networking lunch o ers
you the perfect setting to put your
brand in front of a captive audience.
Your organization will be recognized throughout the luncheon area with
your logo appearing prominently on signage.
$7,500
$5,500
$2,500
Customize your sponsorship package for optimum exposure! Contact, Autumn Wolfer at [email protected] (312) 630-3420
$7,000
$3,000
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THE FMS FORUM SPONSORSHIPS PROMOTIONAL SPONSORSHIPS
Registration Packets
Display your brand proudly on these attendee materials given out upon check-in at the conference. Your logo will appear on each packet with the opportunity to provide printed collateral as an insert promoting your company’s products and services.
70th Anniversary Celebration Wall
Help conference attendees mark this milestone in style by sponsoring the 70th Anniversary Celebration Wall. Attendees will have the opportunity to write memories and well wishes during this interactive experience featuring your company’s branding.
Hotel Room Key Cards
Put your organization in front of attendees
upon rst arrival in Orlando by sponsoring
their hotel room key cards. Cards will be
given to hotel guests at check-in and used
to access their rooms throughout their
stay – a constant reminder that you’re with
them! Your custom artwork will be printed on each card and is subject to FMS approval.
Conference WiFi
Be the reason attendees can stay connected by sponsoring the WiFi used throughout the conference space.
Conference Mobile App
The 2018 FMS Forum Mobile App will
allow attendees to access conference
materials and stay up-to-date on
any changes or events taking place
throughout the week. Your company’s
image/brand will be prominently
displayed on the app and throughout all event signage and promotions as the o icial sponsor directing attendees to download the app.
$5,500
$3,000
Per Day
$5,000
Exclusive
$5,500
$5,000
This was a great opportunity to catch up with
existing clients from all over the country, as well as meet key decision makers from institutions that are ideal
prospects.
Past FMS Partner
$5,500
20


THE FMS FORUM SPONSORSHIPS PROMOTIONAL SPONSORSHIPS
Water Bottles
Get noticed as attendees quench their thirst with these branded water bottles. Each bottle will be given to attendees at the conference with your company’s logo on all bottles.
Bound Notepads
$5,000
$4,000
$5,500
Thought Leadership Videos
Perfect for breakout sessions speakers at The 2018 Forum, this unique opportunity allows you to share insights, best practices and help attendees better identify future trends with video content featured
on FMStv. Each speaker that elects to
participate will have portions of their session videotaped, as well as an exclusive interview with you summarizing key messages in your presentation. The nal video will then be promoted aggressively, post-conference. You’ll receive the summary video in a format that can be easily posted on your own company’s website or social platforms with the attribution, “As Seen on FMStv”.
$4,500
Customized with your company’s branding, these convenient notepads will be used by attendees throughout the conference to take notes and reference key learning objectives during the week’s sessions.
Conference Recap Video
Let your participation in The 2018 FMS Forum live on long after the conference ends by sponsoring the Conference Recap Video. This video, appearing
Want to sponsor BOTH the FMS-AMIfs Annual Conference and The FMS Forum? Custom packages are available. Contact, Autumn Wolfer at [email protected] (312) 630-3420
2019 Save the Date Chair Drop
Send attendees home with a fond
farewell and a reminder to join us in 2019 with this unique chair drop opportunity during our new Closing General Session. You’ll have the opportunity to provide attendees with a save-the-date gift
assured to bring them back again next year.
$4,500
on FMStv for up to a year after the
conference, will feature your company
as the “brought-to-you-by” sponsor complete with an on-screen interview with a member of your sta . You’ll also receive clickable banner advertisements adjacent the video on the FMStv platform.
21


THE FMS FORUM SPONSORSHIPS PROMOTIONAL SPONSORSHIPS
Flashdrives with Presentations Pre-loaded
Each attendee of The Forum will receive the week’s educational materials on
$4,000
Conference Post-its
Always a hit, these branded post-it notes will include your company’s customized artwork, incorporating the FMS logo and are appreciated by all during and well after The Forum.
70th Anniversary Giveaways
Add to FMS’ 70th Anniversary celebrations with a fun take-away featuring your company’s brand. These themed keepsakes will be handed
out at registration and in other areas throughout the week of the conference.
$3,000
Conference Mints
These sleek tins t easily into pockets and purses and o er the perfect take-away for the ight home from Orlando. With your logo printed on the tin, attendees are sure to leave the conference remembering your company with a good taste in their mouths.
Conference Pens
Place your company’s logo on a high- quality pen that will be distributed to attendees throughout the conference. This is a great opportunity for exposure both during and after the event. As attendees reach for a pen, your logo will be on it!
$2,500
a USB drive with their registration
materials. Leave a lasting impression as
your company’s promotional materials
are pre-loaded on each USB drive and taken home with attendees post-conference.
Pocket Program
The pocket program is just what is
sounds like! A pocket-sized program formatted in an easy-to-carry style
to keep with you for quick reference.
Your company’s logo will appear in the program along with a 4-color ad on the
back cover. Artwork subject to FMS approval.
$3,000
$2,500
$3,500
22


THOUGHT LEADERSHIP
The best way to showcase your company’s industry knowledge is to share it with others. Through the FMS Partner Program, you have the opportunity to present your expertise to our members through our robust calendar of face-to-face, online, and written thought leadership opportunities.
These thought leadership programs can be customized and bundled with other partner offerings to maximize your company’s exposure within the FMS community. We’ll work directly with you to establish what your goals are to ensure your investment with FMS is a win-win for both our members, as well as your bottom line.


THOUGHT LEADERSHIP
ANNUAL CONFERENCE SPEAKING
FMS-AMIfs Annual Conference, April 18-20, 2018, Tempe, Arizona
In 2018, FMS will be adding the AMIfs Annual Conference to its calendar of events. This final AMIfs conference on financial performance and risk management aims to provide practical profitability management and earnings enhancement strategies to professionals from some of the top institutions in the world. General and breakout session slots are available for you to share your expertise with this executive audience.
The 2018 FMS Forum, June 10-12, 2018, Orlando, Florida
As the FMS flagship event, year-after-year The Forum consistently attracts some of the community financial institutions industry’s brightest minds and decision makers. With over 32 hours of Continuing Professional Education credits offered on topics in accounting, finance, internal audit and risk, as well as more strategic issues, it is one of the most educationally diverse programs in the accounting and finance space. Breakout session slots are available in all four functional areas, the perfect way to bring your industry knowledge to the forefront of this decision-making crowd.
GO VIRAL WITH FMStv!
Launched in 2017, FMStv is the online digital content channel located on the FMS website. FMStv offers the unique opportunity to share insights and best practices through dynamic video content available on FMStv for up to one-year, depending on the topic. Whether you decide to invest in one episode, or would prefer to create a customized and dedicated channel, working with FMS to build out your organizations video library increases the true understanding of your value by sharing your expertise – in video format – with the FMS community.
FMS SEMINARS
FMS Seminars cover comprehensive topics and delve deeper into a particular area of interest in both one-day and two-day formats. These programs take place live, onsite at venues throughout the country and offer an excellent opportunity to showcase your expertise. FMS seminars have become known throughout the industry as some of the most comprehensive programs offered specifically to financial institution professionals, helping to lend credibility to your company and the expertise you provide.
24


THOUGHT LEADERSHIP
FMS WEBINARS
FMS Webinars are the most frequent of our educational offerings and are provided to FMS members complimentary as
a member benefit. Our webinars typically focus on a single topic and/or immediate interest such as regulatory changes, accounting principles, ALM strategies and technology utilization, just to name a few. Each webinar is anywhere from 60-75 minutes in length and is hosted entirely online. Our webinars are also recorded with the playbacks becoming available after the fact at an added fee in the FMS Store.
AUTHORSHIP OPPORTUNITIES
Looking to get published and reach a wider audience? FMS’ publications offer an unmatched opportunity to expand your reach by writing informational or analytical articles on topics of interest to FMS members.
FMS White Papers
FMS houses a library of white papers written by industry experts on a wide array of practical topics. These publications are available exclusively to FMS members via the Member Resources area of the FMS website and are an excellent way for you to share your technical and analytical expertise with a targeted audience.
FMS Perspectives
FMS’ robust online resource, Perspectives allows you to share just that – your perspectives - on issues and topics important and relevant to the bank and credit union industry. Perspectives is an unique opportunity for you to provide expert commentary on a variety of issues and topics most relevant to your clients and stakeholders.
25


ADVERTISING
Launched in 2017, FMS forward magazine and FMS Update provide members with insightful commentary on the industry’s most talked-about topics. These members-only publications provide your company with the exclusive opportunity to reach out specifically to FMS members who anticipate receiving these publications.


FMS forward MAGAZINE
Distributed six times annually in both print and electronically, your brand will appear prominently in this
exclusive publication with links navigating readers back to your website through the electronic version.
Advertising Rates
All rates include a link to your website from the digital edition of the magazine.
Customized inserts, cover-wraps, and postcards are available for inclusion in FMS forward. Contact Autumn Wolfer at [email protected] or (312) 630-3420 for pricing information
FULL-COLOR RATES
1x
2x
3x
4x
5x
6x
Double Page Spread
$2359.50
$2,359.50
$2,119.50
$2,119.50
$2,009.50
$2,009.50
Outside Back Cover
$1,799.50
$1,799.50
$1,659.50
$1,659.50
$1,599.50
$1,599.50
Inside Front or Inside Back Cover
$1649.50
$1,649.50
$1,509.50
$1,509.50
$1,449.50
$1,449.50
Full Page
$1,349.50
$1,349.50
$1,209.50
$1,209.50
$1,149.50
$1,149.50
2/3 Page
$1,159.50
$1,159.50
$1039.50
$1,039.50
$989.50
$989.50
1/2-Page Island
$999.50
$999.50
$899.50
$899.50
$849.50
$849.50
1/2 Page
$859.50
$859.50
$769.50
$769.50
$729.50
$729.50
1/3 Page
$649.50
$649.50
$579.50
$579.50
$549.50
$549.50
1/4 Page
$499.50
$499.40
$499.50
$449.50
$419.50
$419.50
1/6 Page
$389.50
$389.50
$349.50
$349.50
$329.50
$329.50
1/8 Page
$299.50
$299.50
$269.50
$269.50
$249.50
$249.50
BLACK AND WHITE RATES
1x
2x
3x
4x
5x
6x
Full Page
$1,009.50
$1,009.50
$909.50
$909.50
$859.50
$859.50
2/3 Page
$869.50
$869.50
$779.50
$779.50
$739.50
$739.50
1/2-Page Island
$749.50
$749.50
$699.50
$699.50
$639.50
$639.50
1/2 Page
$639.50
$639.50
$569.50
$569.50
$539.50
$539.50
1/3 Page
$479.50
$479.50
$429.50
$429.50
$409.50
$409.50
1/4 Page
$369.50
$369.40
$329.50
$329.50
$309.50
$309.50
1/6 Page
$289.50
$289.50
$259.50
$259.50
$249.50
$249.50
1/8 Page
$299.50
$299.50
$209.50
$209.50
$199.50
$199.50
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FMS forward MAGAZINE PRINT ADVERTISING SPECIFICATIONS
Magazine Trim Size
8.375” x 10.875”
Artwork Requirements
All digital color and grayscale artwork must be supplied at 300 dpi. Line art must be supplied at 600 dpi. High-res PDF, EPS, and JPEG files are accepted. Images from the Web are not suitable for printing. All color artwork must be in CMYK mode; black-and-white artwork must be in either grayscale or bitmap mode. RGB mode artwork is not accepted and if supplied will be converted to CMYK mode, which will result in a color shift. All screen and printer fonts as well as linked images must be supplied if not embedded in the file.
Specs for Outsert/Inserts
1 pg/ 1 Surface 8.375” x 10.875” Postcards 6” x 4.25”
DPS Live Area
Note:
1 pg/ 2 Surface 8.375” x 10.875”
Heavy Card Stock Insert 8.25” x 10.75”
Full-page Live Area
1 pg/ 4 Surface 8.375” x 10.875” Postal Flysheets 8.5” x 11”
7” x 9.5”
Text placed outside the live area within any full-page or DPS ads may be cut off. Please keep text within the live area at all times.
15.417” x 9.5”
2/3 Page Horizontal
2/3 Page Vertical
1/2 Page Horizontal
1/2 Page Long Vertical
1/3 Page Horizontal
1/3 Page Vertical
DOUBLE PAGE SPREAD WITH BLEED INCLUDED
(LIVE AREA)
(LIIVE AREA)
17" x 11.125"
(7" x 9.5" LIVE PER PAGE)
8.625” x 11.125” 7” x 6.333” 4.583” x 9.5” 7” x 4.583” 3.333” x 9.5” 4.583” x 7” 4.583” x 4.583
7”x 3”
2.166” x 9.5”
Full-Page Bleed
4.583” x 3.333” 3.333” x 4.583” 4.583” x 2.166” 2.166” x 4.583” 3.333” x 2.166” 2.166” x 3.333”
1/2 Page Vertical
1/3 Page Square
1/4 Page Horizontal
1/4 Page Vertical
1/6 Page Horizontal
1/6 Page Vertical
1/8 Page Horizontal
1/8 Page Vertical
28


FMS UPDATE ABOUT THE FMS UPDATE
Now more than ever, professionals consume information on the go. FMS UPDATE allows members to stay informed about timely industry topics and association news whether they are in the office or on the road.
Enjoy the Benefits of a Targeted eNewsletter
• Delivers your message directly to the inbox of 1,500 decision-makers twice a month
• In addition to FMS members, opt-in subscriptions means that professionals in the market for your products and services
see your message
• Frequently forwarded to others for additional exposure
• Cross-promoted in other FMS publications and communication pieces
• Directs visitors to the landing page of your choice to facilitate the purchasing process
• Archives are accessible for unlimited online viewing
• Limited available ad space makes each position exclusive
• Change artwork monthly at not additional cost to promote time-sensitive offers and events
29


FMS UPDATE 1
2
3
4 5
ELECTRONIC ADVERTISING OPPORTUNITIES
1 2
text
3 4
5
ADVERTISE HERE
ADVERTISE
HERE
ADVERTISE HERE
ADVERTISE
HERE
ADVERTISE HERE
TOP LEADERBOARD (650 x 108 pixels) 12 Months | $3,000
• Located at the top of the eNewsletter
1ST SPONSORED CONTENT
12 Months | $2,500
• 180 x 150 thumbnail graphic. Can be logo or product
image (JPEG or PNG le, at 72 dpi, RGB), no more than a small tagline of text, no contact info included. Not to be treated as a regular banner ad.
• Headline: Advertiser supplies 3 - 6 words
• Summary text: Advertiser supplies 30 - 50 words
• Web Link: Advertiser supplies URL to link at bottom of
MIDDLE LEADERBOARD (650 x 108 pixels)
12 Months | $2,500
• Located between popular sections of the eNewsletter
2ND SPONSORED CONTENT
12 Months | $2,500
• Located at the top of the eNewsletter
BOTTOM LEADERBOARD (650 x 108 pixels) 12 Months | $2,000
DISTRIBUTED SEMI-MONTHLY!
Sections Include:
• Upcoming Events
• Member Resources • Industry News
30





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