FPA Houston – 2016 Corporate Partnership Program
The FPA of Houston would like to invite you and your firm to be a 2016 FPA Houston Corporate Partner. FPA Houston’s goal is to help partners promote, grow, and strengthen their presence in the greater Houston area.
The FPA of Houston chapter is a very vibrant and active chapter, with approximately 525 members, and is ranked one of the top FPA 10 chapters in the country.
Our goal in 2016 is to help you customize your opportunity to meet and interact with the FPA Houston members. This opportunity includes several educational events throughout the year which yield approximately 100-150 attendees, happy hour socials, breakfast meetings, and our annual FPA Houston Financial Planning Symposium, which is well attended by both members and sponsors. We hope that you will choose to partner with our vibrant chapter in order to help you promote, grow, and strengthen your business in 2016.
The Benefits at a Glance (page 2) explains the four different levels, their benefits, and the costs. All levels offer an exhibit booth at our Annual Symposium.
Our goal for your partnership with FPA Houston is to provide you with a wide range of benefits, giving you access to our members in every area of their membership life, including our symposium, chapter meetings, mailings, web site, and much more. We hope you will consider sponsoring us this year and look forward to working with you.
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 , or faxed to (972) 747-0409.
If you have any questions, feel free to contact the Corporate Partnership Director or the FPA Executive Director:
- Carrie Ousley, Corporate Partnership Director, (832) 681-5020
- Melisa Hall, FPA Houston Executive Director, (713) 518-1785
Summary of Partnership Benefits
The Platinum and Gold packages offer you an excellent opportunity to be a valued partner of our organization and to reap the rewards of establishing a strong relationship with the premier financial planning organization in the state and one of the top FPA chapters in the country. We have received the Gold Award since inception of the FPA, the highest award a chapter can receive.
*2016 – DOUBLE PLATINUM LEVEL $5,500
In addition to the benefits listed under Platinum below DOUBLE PLATINUM Partners will receive a guaranteed breakout session speaker spot (50 minutes) at the FPA Houston Financial Planning Symposium (April 21, 2016 at the Norris Conference Center) as well as all other benefits. This opportunity is only available to three companies.
PLATINUM PARTNER $4,000
In addition to the Gold and Silver benefits, you will receive:
· One featured article in quarterly newsletter.
· Special recognition at our annual symposium.
· Exhibit table at 2 chapter meetings of your choice.
· Send one email blast to our membership.
· One full page or two half page ads in the chapter's quarterly newsletter per year.
GOLD PARTNER $3,000
In addition to the Silver benefits, you will receive:
· A quarterly FPA Houston chapter demographic report and stats on our 500+ members.
· A 10 Minute presentation, display table, and attendee list at one monthly meeting.
· A display booth at the August 2016 half-day Insurance CE program.
· One half page ad in the FPA quarterly newsletter per year.
· A copy of the FPA Houston member profile (planners’ names, addresses and specialties)
· Lead a FPA Houston Breakfast Meeting (based on availability)
SILVER PARTNER $2,000
· FPA of Houston Season Ticket for two representatives to all regular monthly Chapter meetings.
· Company name, logo, website link, and representative's name and contact info posted to our website.
· Exhibit space at our annual FPA of Houston Symposium on April 21, 2016, which includes electronic spreadsheet of attendees.
· Access to all FPA Houston events.
Letter of Agreement for FPA Houston Corporate Sponsors
The undersigned party (herein after “Partner”) hereby applies to become a Corporate Partner of the FPA of Houston 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 Houston chapter 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 page 2 for a full list of benefits for Platinum, Gold and Silver levels.
All sponsorship levels include exhibit space at the FPA Houston Financial Planning Symposium.
Responsibilities of Partner will include:
· Payment of annual Platinum Corporate Partner fee (based on level selected)..
· Active participation in the education of our membership on your company’s products and services
· Provide digital material for your advertisement (JPG or PDF).
· Provide booth materials and set up at the annual FPA Houston Financial Planning Symposium.
· Maintain good corporate citizenship and ethical standing.
FPA Houston 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…
Letter of Agreement for FPA Houston Corporate Sponsors
Page Two
Partner agrees to the above terms, and hereby applies for a partnership with the FPA-Houston in the Program on the ______day of ______, 20___.
Signed by:
______
Signature Date
______
Printed Name Company Name
______
Address City State Zip
______
Phone Fax
______
______
Website (to be linked to FPA Houston website)
* If the information to be listed on the FPA Houston 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.
______
Printed Name Company Name
______
Address City State Zip
______
Phone Fax
______
Return this page and the benefit selection sheet based on your level of choice to 972-747-0409.
FPA Houston Double Platinum/Platinum Sponsor BenefitSelection Sheet
Will you require exhibit space at the FPA Houston Financial Planning Symposium on April 21, 2016?
q Yes q No
Select a date for your 10 minute sponsor spotlight at a FPA Houston chapter meeting from the following 2016 dates. Dates are on a first come first serve basis – please add “1” to your first choice and “2” to your second choice. DATE SELECTION IS DUE NO LATER THAN JAN. 31ST. AFTER JANUARY 31ST FPA HOUSTON WILL ASSIGN DATES AUTOMATICALLY.
Jan 12 ___ Mar 1 ___ Jun 14 ___ Aug 9 ____ Sept 13 ____ Nov 8 ___
Display booth at the annual FPA Houston Insurance CE program (to be held 8/9/16).
q Yes q No q Undecided
I would like to lead al FPA Houston Breakfast Meeting in 2016.
Contact for details and to schedule
q Yes q No q Undecided
Double Platinum and Platinum Partners also receive:
· One blast emails per year
· One full page or two half page ads in the FPA Houston newsletter
· One feature article in the FPA Houston newsletter
· Chapter meeting exhibit space
· Signage at the FPA Houston Golf Tournament
· Chapter demographic report & membership list, sent out quarterly
· FPA Houston Season Ticket for 2 representatives to all chapter meetings
See the Advertising Sheet below for details on blast emails, newsletter advertising and newsletter article specs as well as deadlines for 2016.
Your contact for benefit requests or scheduling is Melisa Hall
/ 713-518-1785
FPA Houston Gold Sponsor Benefit Selection Sheet
Will you require exhibit space at the FPA Houston Financial Planning Symposium on April 21, 2016?
q Yes q No
Display booth at the annual FPA Houston Insurance CE program (to be held in Aug. 9, 2016).
q Yes q No q Undecided
I would like to lead al FPA Houston Breakfast Meeting (Study Group) in 2016.
Contact for details and to schedule
q Yes q No q Undecided
Gold Partners also receive:
· One half page ads in the FPA Houston newsletter
· Chapter demographic report & membership list, sent out quarterly
· FPA Houston Season Ticket for 2 representatives to all chapter meetings
______
FPA Houston Silver Sponsor Benefit Selection Sheet
Will you require exhibit space at the FPA Houston Financial Planning Symposium on April 21, 2016?
q Yes q No
Silver Partners also receive:
· FPA Houston Season Ticket for two representatives to all chapter meetings
Your contact for benefit requests or scheduling is Melisa Hall
/ 713-518-1785
Annual Invoice
Date: ______Company _________
Contact Name ______Phone ______
Rep / Contract Starting Date / Contract Ending Date / TermsMelisa Hall or
Carrie Ousley / 1/1/16 / 12/31/16
Select One
Option / Description / Unit Price / *Discount / Totalq / DOUBLE PLATINUM
Corporate Partner / 5500 / 0 / 5500
q / PLATINUM Corporate Partner / 4000 / 0 / 4000
q / GOLD Corporate Partnership / 3000 / 0 / 3000
q / SILVER Corporate Partnership / 2000 / 0 / 2000
Subtotal
Paid
Balance Due
PAYMENT OPTIONS
Check one: □ I plan to use 2015 monies □ I plan to use 2016 monies
Check one: □ Check enclosed □ Check will be mailed □ Paying by credit card
Credit Card Type: AMEX VISA MC Name on card ______
CC Number ______Exp date ______CSC# _____
Updated 10/12/15