2016 FPA DALLAS/FORT WORTH CORPORATE PARTNERSHIP PROGRAM
The FPA of Dallas/Fort Worth (DFW) would like to invite you and your firm to be a 2016 Corporate Partner. FPA
DFW’s goal is to help partners promote, grow, and strengthen their presence in the greater Dallas/Fort Worth area.
The DFW chapter is a very vibrant and active chapter, with approximately 825 members, and is ranked one of the
top FPA 10 chapters in the country.
Much of the success of the FPA DFW chapter is due to the support of our corporate partners. Our
partners’ financial support helps us provide nationally recognized speakers, special activities and
events, and facilities that attract today and tomorrow’s top financial planning professionals.
Your commitment of support for the FPA DFW will be rewarded throughout the year with a
variety of opportunities to gain direct recognition for your business, the services you provide, and
opportunities for face-to-face discussions with these decision-makers. Depending upon the level
of sponsorship that you select, you’ll have numerous opportunities to establish new contacts and
solidify existing relationships.
The Benefits at a Glance (pages 2-3) explains the four different levels, their benefits, and the costs. All levels offer
an exhibit booth at our Annual Symposium.
By limiting the number of partners that we accept for each level we will continue to make this a more exclusive
program for each and every partner. The program will be structured to allow only a few select partners
representing a cross section of the industry to participate at any given time. This assures that all partners have
their choice of dates, programs and events that they would like to co-sponsor and/or provide speakers for.
The first step in securing your spot for 2016 is to fill out and return the Letter of Agreement and your Benefit
Selection Sheet; and then of course follow it up with your payment. The forms will tentatively hold your spot. The
forms may be emailed to execdir@fpahouston.org, or faxed to (972) 747-0409.
If you have any questions, feel free to contact the Corporate Partnership Director or the FPA Executive Director:
- JOEL BERG, CORPORATE PARTNERSHIP DIRECTOR, (214) 363-4200, JBERG@CARTERWEALTH.COM
- MELISA HALL, FPA DFW EXECUTIVE DIRECTOR, (972) 747-0407, EXECDIR@FPADFW.ORG
FPA DFW – PO BOX 261750 – PLANO TX 75026-1750 – 972.747.0407 – EXECDIR@FPADFW.ORG
FPA DFW is pleased to announce the following benefits for
Platinum & Gold level sponsors in 2016
SAME PRICING = BEST VALUE!

Partner of the year award: At the annual FPA DFW Honors Awards Event in October we will
recognize at least one Platinum or Gold Corporate Partner who has made a significant difference
in the financial planning community and/or with the FPA.

Additional recognition as a Platinum or Gold Corporate Partner with a reserved table and
luncheon table tent card; and partner table with marketing materials at all FPA chapter meetings,
with advance RSVP.

Opportunity to partner with a FPA DFW Board of Directors member for the calendar
year. You will be strategically partnered with a specific board member to assist in making
introductions to financial advisors throughout the year. This is a great way to be introduced to
DFW members!

Promotion of any CE conference, webinar or event that your firm/company is offering.
We will gladly promote your event on our website, in the FPA DFW newsletter, and with one blast
email. Advance notice and coordination will be required.
FPA DFW – PO BOX 261750 – PLANO TX 75026-1750 – 972.747.0407 – EXECDIR@FPADFW.ORG
Benefits at a Glance – 2016
Value
Double
Platinum
Limit 1
(DP)
$8,500
$500
●
$2,000
●
$2,000
●
●
●
$900
●
●
●
$600
●
●
●
$500
●
●
●
$1,050
$360
$180
●
●
●
Premium exhibit space for Symposium
$3,500
●
●
Six blast emails a year
$1,500
●
●
Major Event Co-Sponsor
$2,500
●
●
BENEFITS
1
2
3
4
5
6
7
8
9
10
10 min. Sponsor Spotlight at the 2016
Symposium & 1 FPA DFW Chapter Luncheon
Keynote Speaker – Presenting Sponsor at 2016
Symposium
Partner of the Year Award: Recognition at the
FPA DFW Honors Awards Dinner
Recognition as a partner with a luncheon table
‘tent card’ and partner table with marketing
materials at all chapter meetings, with RSVP
Partner with a DFW Board member for the
calendar year to help with strategic
introductions
Promotion of any CE conference or event that
your company is offering
Three Full Page Ads – Double Platinum
Two ½ Page ads – Platinum
One ½ Page ad – Gold & Non-Profit
Platinum
Limit 8
(P)
$6,000
Gold
Limit 10
(G)
$4,500
11
One feature article in monthly newsletter
$300
●
●
12
50 Minute Educational Speaker at Chapter
Luncheon Meeting
$500
●
●
13
Sponsor/host a Study Group session
$500
●
14
Two Blast Emails a Year
$500
●
$1,000
●
15
16
17
18
21
22
Minor Event Co-Sponsorship
One year license for access to our
membership roster with log & listing
Symposium Exhibit space
Five lunch meeting invitations
Year, long listing on website (link to your website)
Regular recognition as Corporate Partner
Total Benefit Value
Silver
Limit 9
(S)
$3,500
Non-Profit
Level
Limit 3
(NP)
$2,500
●
Priceless
●
●
●
●
●
$3,000
See #3
See #3
●
●
●
$175 ea.
2 per
meeting
2 per
meeting
1 per
meeting
1 per
meeting
n/a
$500
●
●
●
●
●
Priceless
●
●
●
●
●
$16,350
$13,160
$9,680
$6,000
$3,500
FPA DFW – PO BOX 261750 – PLANO TX 75026-1750 – 972.747.0407 – EXECDIR@FPADFW.ORG
Explanation/Summary of FPA DFW Corporate Partnership Benefits
(DP) Double Platinum
l (P) Platinum
l
(G) Gold
l
(S) Silver l
(NP) Non-Profit
Double Platinum Partner – Limit 1 at this exclusive level
Platinum Partner: 8 max l Gold Partner: 11 max l Silver Partner: 9 max
Sponsor company/firm events listed on FPA DFW Website (DP) (P) (G) (S) (NP)
A new page will be a part of the FPA DFW website that will feature any sponsors webinars, conferences, meetings or
events during the year, along with any details you would like to include and/or links to register. See pg 9 for details.
1. Double Platinum Benefit: 10 minute presenting sponsor spotlight presentation at the 2016
Symposium luncheon and one sponsor spotlight at a FPA DFW Chapter Meeting Luncheon (DP)
2. Double Platinum Benefit: Keynote speaker – presenting sponsor at the May 17-18, 2016
FPA DFW Symposium. (DP)




Keynote speaker will be scheduled at the discretion of the FPA DFW Symposium Director and will be the
opening, mid-day, or closing keynote – this is based on the overall speaker line-up & speakers travel needs
Keynote speaker must be a nationally recognized speaker
Keynote speaker will speak for 50 – 90 minutes, dependent upon overall agenda
As the presenting symposium sponsor, your company logo will be included on all promotional event
materials, event website, blast emails and signage
3. Partner of the year award: At the annual November Chapter Meeting we will recognize at least one
Platinum or Gold Corporate Partner with the 2nd Annual Partner of the Year Award (DP) (P) (G)
4. Additional recognition as a Platinum or Gold Corporate Partner with a reserved table and luncheon
table tent card; and partner table with marketing materials at all FPA chapter meetings, with advance RSVP.
(DP) (P) (G)
5. Opportunity to partner with a FPA DFW Board of Directors member for the calendar year. This
board member will help make strategic introductions for you throughout the year. A great way to be
introduced to our DFW members! (DP) (P) (G)
6. Promotion of any CE conference, webinar or event that your firm/company is offering. We will
gladly promote your event on our website, in the FPA DFW newsletter, and with one blast email. Advance
notice and coordination will be required. (DP) (P) (G)
7. Advertising – a $1050 value on 3 full page ads (DP); $360 value on two half page ads (P); a $180
value on one half page ad (G) (NP)
8. Symposium with premium location–taking advantage of highest flow of participant traffic. (DP) (P)
9. Six blast emails to the FPA DFW membership, per year (DP) (P)
10. * Co-sponsoring of major events – Networking Happy Hour, Career Day, Regular Chapter Meetings
(DP) (P)
FPA DFW – PO BOX 261750 – PLANO TX 75026-1750 – 972.747.0407 – EXECDIR@FPADFW.ORG
11. A feature article in monthly newsletter (DP) (P)
12. 50 minute educational speaker at one 2016 FPA DFW chapter luncheon meeting (P)



Speaker will be scheduled at the discretion of the FPA DFW Education Director - this is based on the overall speaker
line-up for the year & speakers travel needs
The topic must be a timely, relevant and advanced educational topic and must be CE approvable
Speaker will speak for 50 minutes
13. Host/Sponsor a study group/breakfast meeting session in 2016. Sponsor will be responsible for
providing venue, speaker, refreshments, and CE credits – FPA DFW will market and promote to all
DFW members to increase visibility and attendance. FPA can also assist with CE credits if necessary.
The date will be subject to availability based on similar events already scheduled. (G)
14. Two blast emails to the FPA DFW membership, per year (G)
15. **Minor chapter event co-sponsor – FPA DFW Tarrant County chapter meeting. (G)
16. One year license for access to our membership roster (DP) (P) (G) (S) (NP)
17. Symposium exhibit booth – May 17-18, 2016 (non premium location) (G) (S) (NP)
Non-Profit level sponsors may elect to have a booth at Career Day in lieu of the Symposium. See
page 10 for details and deadlines.
18. Five FPA chapter lunch meeting invitation 2 for (DP); 2 for (P); 1 for (G); 1 for (S)
19. Website listing (with link to your website) for a full year (DP) (P) (G) (S) (NP)
20. Regular recognition as Corporate Partner in newsletter, on website, signage at events, in PPT used at
chapter meetings, etc. (DP) (P) (G) (S) (NP)
DUE DILIGENCE TERMS & CONDITIONS:
o
All perspective corporate partners will be subject to a due diligence review and must currently
be and remain in good standing with any and all industry regulating agencies (e.g. FINRA,
BBB, etc.)
(DP) Double Platinum
l (P) Platinum
l
(G) Gold
l
(S) Silver l
(NP) Non-Profit
* Each major event has limited sponsor slots available and will be assigned on a first come first serve basis
** Each minor event has limited sponsor slots available and will be assigned on a first come first serve basis
FPA DFW – PO BOX 261750 – PLANO TX 75026-1750 – 972.747.0407 – EXECDIR@FPADFW.ORG
2016 LETTER OF AGREEMENT FOR FPA DFW CORPORATE SPONSORS
The undersigned party (herein after “Partner”) hereby applies to become a Corporate Partner of the FPA Dallas/Fort
Worth chapter under the terms of the “Corporate Partnership Program” (herein after “Program”) for the current
partnership year. If Partner is accepted to the Program, Partner further agrees to a partnership contract term of one
calendar year, payable upfront.
The FPA Dallas/Ft Worth chapter (herein after “FPA DFW”) strives to develop quality partnership relationships with
partners who have a long-term interest in supporting the financial planning industry. Partner understands that
Program has the ultimate right to refuse acceptance to any party without recourse in its pursuit of that goal.
So, in recognition of the relationship that the Program seeks to establish with its partners, the Program limits the
number of partners in a given year. Furthermore, the qualified partners shall represent a cross-section of the industry.
In most cases the invitation has been extended to only a few qualified partners in each business category.
Benefits will be based on the level of sponsorship selected by the partner. See pages 2-4 for a full list of benefits for
Double Platinum, Platinum, Gold and Silver levels.
DUE DILIGENCE TERMS & CONDITIONS:
All perspective corporate partners will be subject to a due diligence review and must currently be and remain in good
standing with any and all industry regulating agencies (e.g. FINRA, BBB, etc.)
All levels do include exhibit space at the FPA DFW Financial Planning Symposium which will be held on
May 17-18, 2016.
Responsibilities of Partner will include:





Payment of annual Corporate Partner fee (based on level selected).
Active participation in the education of our membership on your company’s products and services
Provide camera-ready material for your advertisement (JPG or PDF; and EPS format).
Provide booth materials and set up at the annual FPA DFW Financial Planning Symposium.
Maintain good corporate citizenship and standing.
FPA DFW may:
■
■
■
At its sole discretion, accept, deny, non-renew, and/or terminate Partner.
Schedule, reschedule, or cancel, at its discretion, meeting dates or presentations and will not be responsible for
any Partner liabilities, financial or otherwise, arising from such actions.
Change the Corporate Partnership fee and/or prompt payment discount at renewal within a 30 day notice.
Continued…
FPA DFW – PO BOX 261750 – PLANO TX 75026-1750 – 972.747.0407 – EXECDIR@FPADFW.ORG
2016 LETTER OF AGREEMENT FOR FPA DFW CORPORATE SPONSORS
Partner agrees to the above terms, and hereby applies for a partnership with the FPA-DFW in the Program on:
Click here to enter a date.
Company Name
Click here to enter text.
Primary Contact
Click here to enter text.
Address
Click here to enter text.
Suite Click
City
Zip
Click here to enter text.
Click here to enter text.
State
Phone
Click here to enter text.
Mobile (optional)
Email
here to enter text.
Click here to enter text.
Click here to enter text.
Click here to enter text.
Website
Click here to enter text.
* If you are a new FPA DFW Corporate Partner, or if you are an existing Partner and your logo has changed, please send your
company logo to Melisa Hall, FPA DFW Executive Director, at execdir@fpadfw.org in JPG or GIF format.
* If the information to be listed on the FPA DFW website is different from above, please include how you would like the website
listing to read below. If the contact information above is how you would like to be listed on the website please leave blank.
Secondary Contact
Phone
Email
Click here to enter text.
Click here to enter text.
Mobile (optional)
Click here to enter text.
Click here to enter text.
Additional Comments or Contacts
Click here to enter text.
Scan or fax completed form & the benefit selection sheet for your level of sponsorship
(Double Platinum, Platinum, Gold or Silver), along with the
FPA
DFW – Invoice
PO BOX 261750
– PLANO TX 75026-1750 – 972.747.0407
Sponsorship
to EXECDIR@FPADFW.ORG
OR– EXECDIR@FPADFW.ORG
FAX# 972-747-0409
BENEFIT SELECTION SHEET - DOUBLE PLATINUM LEVEL
**Presenting Sponsor & Keynote Speaker at the Spring Symposium – May 17-18, 2016: This benefit will
be coordinated through our Symposium Director to ensure the best fit and topic for this event. The final topic and
speaker approval are at the sole discretion of FPA DFW. The speaker must be a nationally recognized name and the
topic should appeal to a broad audience. The time slot for the keynote speaker will also be at the sole discretion of
FPA DFW and will be either the opening keynote, mid-day keynote or closing keynote. The person working with you
on this benefit for 2016 will be: Jarrod Upton, Symposium Director – jarrod@unitedcp.com – (972) 822.2092.
** See speaker guideline requirements
Symposium Exhibit Space
Will you require exhibit space at the FPA DFW Financial Planning Symposium to be held on May 17-18, 2016?
YES
NO
Select a date for your 10 minute sponsor spotlight at a FPA DFW chapter meeting from the following 2016
dates. Dates are on a first come first serve basis (limit of 2 per date) – please add “1” to your first choice and “2” to
your second choice. Dates are subject to change with notice.
Choose an item.
Choose an item.
Presenting Sponsor Benefits:
Melisa



Hall, execdir@fpadfw.org will assist you with your presenting sponsor benefits including:
Exclusive prime booth placement
Materials and logo promotion listing your company as the presenting sponsor
10 minute sponsor spotlight at the symposium luncheon
Double Platinum Partners also receive:







Six blast emails per year
Three full page ads in the FPA DFW newsletter (including one in the symposium issue)
One feature article in the FPA DFW newsletter
Chapter meeting exhibit space (5 x per year)
Five lunch meeting invitations (2 per meeting, 5 x annually)
Invitations to attend all FPA DFW events
Chapter demographic report & membership list, sent out quarterly
Your contact for benefit requests and/or scheduling is Melisa Hall
execdir@fpadfw.org / 972-747-0407
FPA DFW – PO BOX 261750 – PLANO TX 75026-1750 – 972.747.0407 – EXECDIR@FPADFW.ORG
BENEFIT SELECTION SHEET - PLATINUM LEVEL
Symposium Exhibit Space
Will you require exhibit space at the FPA DFW Financial Planning Symposium to be held on May 17-18, 2016?
YES
NO
Select a date for your 10 minute sponsor spotlight at a FPA DFW chapter meeting from the following 2016
dates. Dates are on a first come first serve basis (limit of 2 per date) – please add “1” to your first choice and “2” to
your second choice. Dates are subject to change with notice.
Choose an item.
Choose an item.
Speaking Opportunities
Platinum Partners may also provide a speaker for a FPA DFW chapter meeting or a symposium breakout session.
Your contacts for this benefit in 2016 are as follows. See the chapter meeting dates for 2016 listed above. The
symposium will be held in May 17-18, 2016.
Tyler Russell, Education Director
Jarrod Upton, Symposium Director
(214) 363-4200
(972) 822-2092
trussell@carterwealth.com
jarrod@unitedcp.com
** See speaker guideline requirements
Platinum Partners also receive:







Six blast emails per year
Two half page ads in the FPA DFW newsletter
One feature article in the FPA DFW newsletter
Chapter meeting exhibit space (5 x per year)
Five lunch meeting invitations (2 per meeting, 5 x annually)
Invitations to attend all FPA DFW events
Chapter demographic report & membership list, sent out quarterly
See the Advertising Sheet (page 11) for details on blast emails, newsletter advertising and newsletter article
specs as well as deadlines for 2016.
Your contact for benefit requests and/or scheduling is Melisa Hall
execdir@fpadfw.org / 972-747-0407
FPA DFW – PO BOX 261750 – PLANO TX 75026-1750 – 972.747.0407 – EXECDIR@FPADFW.ORG
BENEFIT SELECTION SHEET - GOLD LEVEL
Symposium Exhibit Space
Will you require exhibit space at the FPA DFW Financial Planning Symposium to be held on May 17-18, 2016?
YES
NO
Sponsor spotlight at a FPA DFW Board of Directors Meeting
Select a date to do a 10 minute sponsor spotlight at a FPA DFW Board Meeting – presenting to 15 of the FPA
DFW Leaders. Dates are subject to availability. Please indicate your first, second and third choice.
Choose an item.
Choose an item.
Choose an item.
BENEFIT SELECTION SHEET – SILVER LEVEL
Symposium Exhibit Space
Will you require exhibit space at the FPA DFW Financial Planning Symposium to be held on May 17-18, 2016?
YES
NO
BENEFIT SELECTION SHEET – NON-PROFIT LEVEL
Career Day OR Symposium Exhibit Space – Select ONE
FPA Career Day – January 29, 2016 Crowne Plaza Addison, OR
FPA Symposium – May 18, 2016 Westin Galleria Dallas
Select one of the options above as your exhibit booth benefit. If you select the Career Day event
we will need to have your commitment in writing no later than January 10 in order for you to
participate in Career Day. Due to space limitations and for planning purposes, after January 10 you
will automatically be given a booth at the Symposium.

To be eligible for the non-profit level you must be a 501c3; or educational entity (e.g. CFP Program)
FPA DFW – PO BOX 261750 – PLANO TX 75026-1750 – 972.747.0407 – EXECDIR@FPADFW.ORG
2016 FPA DFW CORPORATE PARTNERSHIP INVOICE
FPA REPRESENTATIVE:
CONTRACT START DATE:
JOEL BERG
1/1/2016
MELISA HALL
Contract End Date: 12/31/2016
SELECT SPONSORSHIP LEVEL
SELECT ONE
$8500 - DOUBLE PLATINUM LEVEL
$6000 - PLATINUM LEVEL
$4500 – GOLD LEVEL
$3500 – SILVER LEVEL
$2500 – NON-PROFIT LEVEL
PAYMENT OPTIONS
SELECT ONE
SELECT ONE
I PLAN TO USE 2015 MONIES
CHECK ENCLOSED (ONLY IF MAILED)
I PLAN TO USE 2016 MONIES
CHECK WILL BE MAILED AT A LATER DATE
CREDIT CARD
The FPA of DFW may have some special opportunities throughout the year for
sponsorships that would provide you with additional exposure. As those become
available, we will reach out to you by email – with absolutely no obligation on your
part. We are very appreciative of all that you do for us.
CREDIT CARD #
CSC CODE
Click here to enter text.
Click here to enter text.
EXP DATE
NAME ON CARD Click
Click here to enter text.
here to enter text.
THANK YOU FOR YOUR PARTICIPATION IN OUR CORPORATE PARTNERSHIP PROGRAM.
WE LOOK FORWARD TO WORKING WITH YOU DURING THE COMING YEAR
FPA DFW – PO BOX 261750 – PLANO TX 75026-1750 – 972.747.0407 – EXECDIR@FPADFW.ORG