2021 Fall ESOP Forum Sponsorship Opportunities

The Fall ESOP Forum Sponsorship Opportunities orum: a place

or opportunity for communicating ideas and information

Hybrid: This year’s Fall

Forum on September 22–24 will take place in San Diego, CA—and wherever employee ownership thrives

About the Forum The Fall ESOP Forum is a place for the employee ownership community to discuss the latest updates and best practices in employee ownership.

Position your company as a thought leader and expert on the latest in employee ownership, including updates in legislation, research, and communication and culture.

2020 FORUM SNAPSHOT:

639 Attendees 86% Employee owners (+11% from 2019) 45+ Breakout Sessions Top 3 Industries of Attendees: Professional, Scientific, and Technical Services Manufacturing Construction / Finance and Insurance Job Roles of Attendees: 36% Executive Management 18% Management 12% Financial 9% Human Resources

2021 DATES AND LOCATIONS:

Wednesday–Friday, September 22–24 Omni San Diego Hotel 675 L Street, San Diego, CA 92101 OR...Wherever you are

A Hybrid Event

The 2021 Forum will be a hybrid event offering two sponsorship pathways: combined (in-person and virtual benefits) and virtual (virtual only).

Our hybrid sponsorships will have all the benefits of the in-person experience plus all of the increased targeting capabilities of a virtual event.

See more on page 4.

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Exhibitor Schedule Monday, August 23 9:00 am: Virtual Exhibitor Set-up Begins

Wednesday, September 8 9:00 am: Virtual Exhibit Booths open to the public Tuesday, September 21 Noon–5:00 pm: Exhibitor Move-In and Registration Wednesday, September 22 7:00–1:30 am: Exhibitor Move-In 1:00 pm–5:00 pm: Exhibit Hall Open Thursday, September 23 and Friday, September 24 9:00 am–:00 pm: Exhibit Hall Open All times are Pacific time. The above schedule is subject to change.

Contact Us Jordan Boone, Events Director / jboone@nceo.org / (510) 208-1308

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The Best of Both Worlds Hybrid Sponsorship

Virtual Sponsorship

Wait. There’s more!

• At least two complimentary hybrid (in-person and virtual) registrations

• Two complimentary virtual registrations

Looking to debut a product or service? Have a white paper to share?

Relaunching your brand?

Starting at $4000 See page 7 for packages.

• At least three complimentary virtual registrations • One six-foot draped exhibit table on the Forum floor • Virtual exhibit booth within the 2021 Fall ESOP Forum Platform • Access to unique sponsorship and advertising options to increase exposure, both onsite and online

Start networking with attendees no later than September 8th, 2021.

Starting at $1,500 See page 7 for packages.

• Virtual exhibit booth within the 2021 Fall ESOP Forum Platform with: • Unlimited ability to schedule meetings with attendees • Instant access to in-platform attendee connections • Customized branding opportunities within your virtual booth • Unlimited ability to upload content for visitors to download • Drive traffic to your website, increase your email lists, and more utilizing external links • Live chat with attendees • Access to unique sponsorship and advertising options to increase exposure

Assemble a package that aligns with your business goals.

Take advantage of the opportunity to add-on advertisements, sponsored sessions, roundtable discussions and more.

See page 5 for more about our add-ons.

Sponsor our on-site experiences.

We’re so grateful to be back! Welcome our community with events like the Wine & Cheese, Keynote address, and more.

See page 7 for our sponsorship packages at a glance.

Customize Your Presence Engage your target audience.

Facilitate roundtable discussions, set-up mini-workshops, and more! All activities will be marketed towards your audience of choice; virtually and/or online.

Stream your content.

2021 is the year of the video! Show off your best cuts. Upgrade your virtual booth to allow for live-streaming into our virtual platform.

We’ll partner with you to refine your concept and get attendees in your booth.

Targeted advertising opportunities.

Showcase the best your firm has to offer via static and moving advertisements within our virtual platform, mobile app and onsite.

All advertisements can be segmented to your ideal audience.

Showcase your expertise.

Host a live product/service demo, showcase an upcoming book, host a short panel discussion with your peers, all within the Forum agenda.

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Add-Ons

Sponsored Sessions (available as early as Sept. 8th) • Facilitated networking and activities (virtually or in-person) — $2,000 • Roundtable Discussions (topic-based discussion) — $1,500 • Mini-Workshops (problem-solving, interactive mini-sessions) — $1,500 • Expert One-on-Ones (NCEO advertised, in-agenda, onsite and online) — $1,250 • Product/service demos and thought leadership presentations — $1,000 • Sponsored topic-based chat rooms — $500 All of the above upgrades include one additional attendee list.

Booth Upgrades: • Video streaming capability — $500 • On-Site lead retrieval via QR scanning* — $250 • Advertisement placement within your virtual booth — $100 *Available to Hybrid sponsors only

Advertisements: • Virtual Platform Banner Ads — $750 • Curriculum Guide • Half Page — $500 • Quarter Page — $250 • Forum toolkit distributed to all attendees • Half Page — $500 • Quarter Page — $250

Curious about the ROI on any of the add-ons?

Contact us!

Sponsorship Benefits

6 PLATINUM ($5.5K+)

GOLD ($4K–$5K)

SILVER ($3.5K–$1.5K)

Complimentary HYBRID Registrations

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2

1

Complimentary VIRTUAL Registrations

5

3

2

Products or Services listed in the Forum Marketplace

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3

2

Advertisement in Curriculum guide (size dependent on package)

x

Forum Platform: Exhibitor listing on the Platform landing page

x

Linked logo in all pre-Forum emails

x

Segmented attendee list once before the event

x

Virtual Booth: Advertisement within the virtual booth

x

Virtual Booth: Live-Streaming Capabilities

x

Advertisement in Forum Toolkit sent to all attendees

x

x

Exhibit Hall Game: Company listed as sponsor of the game

x

x

Logo in Curriculum Guide

x

x

Physical Exhibit space (sponsor staffed, skirted 6-foot table with chair)

x

x

Segmented attendee list once after the event

x

x

Forum Platform: Book meetings with virtual attendees

x

x

x

Forum Platform: Lead scoring on attendee profiles

x

x

x

Logo in the August Employee Ownership Report

x

x

x

NCEO promotion of in-booth raffles and/or games

x

x

x

NCEO website: Company logo with external link

x

x

x

Virtual Booth: Live-Chat with attendees

x

x

x

Sponsorships at a Glance

7 Sponsorship

Price

Page

Platinum (Hybrid booth opportunities) App and Platform Sponsor SOLD Production Sponsor SOLD Welcome Kit Sponsor SOLD Name Badge and Lanyard Sponsor SOLD

$7,000 $6,500 $6,000 $5,500

8 9 10 10

Forum Workshop Sponsor SOLD

$5,500

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Keynote Sponsor SOLD $5,000 Meet & Greet Sponsor SOLD $5,000 Wine & Cheese Sponsor SOLD $5,000 Forum Toolkit Sponsor SOLD $5,000 Face Mask Sponsor SOLD $4,500 Attendee Care Station Sponsor SOLD $4,000 Closing Luncheon Sponsor SOLD $4,000 Opening Day Rooftop Luncheon Sponsor SOLD $4,000 Silver (Upgrade available to in-person booth; very limited capacity) Coffee Break Sponsor (4) $3,500 Wifi Sponsor SOLD $3,500 Ribbon Wall Sponsor $3,000 Notebook Sponsor SOLD $3,000 Digital Book Giveaway Sponsor SOLD $2,500 Wellness Station Sponsor (4) $2,000 Bronze (Virtual sponsorship) Forum Sponsor (5) $1,500 Forum Supporter $750

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Gold (Hybrid booth opportunities)

15 15 15 15 16 16 16 16

8 Bring the latest in employee ownership to our in-person and virtual audiences.

All Platinum benefits, plus…

• Prominent customized branding throughout the App and Platform • Partner with the NCEO to offer an attendee orientation event • Custom branded orientation video for the Platform landing page • Ability to provide a welcome video for the Platform landing page • Branded splash screen ad on mobile App • Banner ad on the Forum platform landing page • Half-page ad in Curriculum Guide and Forum Toolkit • Prominent logo placement on Forum marketing materials • Logo and sponsor information in multiple Forum email marketing communications • Logo placement on all emails sent through the Platform

2020 Fall ESOP Forum

639 attendees 620 active users 12K+ Desktop Pageviews 20K+ Mobile Pageviews

SOLD

2021 Employee Ownership Conference 1,834 attendees 1,700 active users 6K+ Desktop Pageviews

Sponsorship Opportunities

App and Platform Sponsor — $7,000

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Underwrite the production of the NCEO’s first Hybrid event!

All Platinum benefits, plus…

• Prominent customized branding on production lower-thirds • Custom branded welcome video for the Platform landing page

SOLD

• Ability to provide video content for streaming onsite in the ballroom • Verbal thank you from live stages

• Half-page ad in Curriculum Guide and Forum Toolkit • Prominent logo placement on Forum marketing materials • Logo and sponsor information in multiple Forum email marketing communications

Sponsorship Opportunities

Production Sponsor — $6,500

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All Platinum benefits, plus…

• Customized branding on attendee welcome kit

SOLD

• Half-page ad in Curriculum Guide and Forum Toolkit • Premier logo placement on Forum marketing materials • Logo and sponsor information in multiple Forum email marketing communications

Name Badge and Lanyard Sponsorship – $5,500 All Platinum benefits, plus…

• Your firm name and logo will appear on the lanyard for each attendee

SOLD

• Your virtual and in-person booth will serve as the collection points for our exhibit h all game ensuring additional booth traffic • Quarter-page ad in Curriculum Guide and Forum Toolkit • Prime logo placement on Forum marketing materials

Sponsorship Opportunities

Welcome Kit Sponsor – $6,000

11 About the Workshops

Workshop sessions (formerly named pre-conference sessions) are designed to be engaging, interactive sessions that leave attendees with ready-to-use content, templates, community contacts, and information that their companies can use to grow throughout the year.

75% of all Forum attendees attended a Workshop in 2020.

All Platinum benefits, plus…

• Custom branding throughout any physical and/or virtual spaces • Session attendee List complete with email addresses

SOLD

• Branding on custom nceo.org and in-Platform workshop pages • Quarter-page ad in Curriculum Guide and Forum Toolkit • Prime logo placement on Forum marketing materials • Logo and sponsor information in Forum email marketing communications

Sponsorship Opportunities

Workshop Sponsor — $5,500

12 Meet & Greet — $5,000

All Gold benefits, plus…

All Gold benefits, plus…

• Custom branding throughout any physical and/or virtual spaces

• Sole sponsor of the Meet & Greet

• Graphic overlay featuring your company name and logo through a portion of the Keynote address

SOLD

• Verbal recognition during the Keynote • Opportunity for a representative from your firm to introduce and/or otherwise participate in the Keynote • Sponsor attribution on Keynote page on the NCEO website, within the Platform, and marketing materials

• Custom branding throughout any physical and/or virtual spaces

SOLD

• Half-page ad in Forum Toolkit

• Premier logo placement on Forum marketing materials • Logo and sponsor information in all-attendee Forum email communication

• Half-page ad in Forum Toolkit

Wine & Cheese Reception — $5,000

• Logo and sponsor information in Forum email marketing communications

All Gold benefits, plus…

• Prime logo placement on Forum marketing materials

• Sole sponsor of the wine and cheese reception • Custom branding throughout any physical and/or virtual spaces

SOLD

• Half-page ad in Forum Toolkit

• Premier logo placement on Forum marketing materials • Logo and sponsor information in all-attendee Forum email communication

Sponsorship Opportunities

Keynote Sponsor — $5,000

13 Forum Mask Sponsor — $4,500

All Gold benefits, plus…

All Gold benefits, plus…

• Your firm name and logo will appear on each Forum Program and handouts webpage

• Branding on custom branded Forum mask

• Prominent branding on digital collection of Forum session handouts, workbooks and additional resources sent to all attendees after the Forum

SOLD

• Placement of the Forum Toolkit download link in the virtual booth to drive booth traffic • Full page ad within the Forum Toolkit • Logo and sponsor information in all-attendee Forum email communication • Prime logo placement on Forum marketing materials

SOLD

• Quarter page ad in Forum Toolkit • Premier logo placement on Forum marketing materials • Logo and sponsor information in all-attendee Forum email communications

Attendee Care Station — $4,000 All Gold benefits, plus…

• Sole sponsor of the attendee care station (medical station for temperature checks and medical services)

SOLD

• Custom branding throughout

• Quarter page ad in Forum Toolkit • Prime logo placement on Forum marketing materials • Logo and sponsor information in all-attendee Forum email communication

Sponsorship Opportunities

Forum Toolkit Sponsor — $5,000

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All Gold benefits, plus…

• Custom branding throughout any physical and/or virtual spaces

SOLD

• Quarter page ad in Forum Toolkit • Logo and sponsor information in all-attendee Forum email communication • Prime logo placement on Forum marketing materials

Closing Luncheon — $4,000 All Gold benefits, plus…

SOLD

• Custom branding throughout any physical and/or virtual spaces • Quarter page ad in Forum Toolkit • Logo and sponsor information in all-attendee Forum email communication • Prime logo placement on Forum marketing materials

Sponsorship Opportunities

Opening Day Rooftop Luncheon — $4,000

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All Silver benefits, plus…

• Custom branded grab and go ribbon wall at attendee registration • Logo and sponsor information in all-attendee Forum email communication

Coffee Break Sponsor (4) — $3,500 All Silver benefits, plus…

• Custom branding throughout any physical and/or virtual spaces • Logo and sponsor information in all-attendee Forum email communication

• Prime logo placement on Forum marketing materials

Notebook Sponsor — $3,000 All Silver benefits, plus…

• Custom branded notebook for Forum attendees

SOLD

• Prime logo placement on Forum marketing materials

• Logo and sponsor information in all-attendee Forum email communication

Wifi Sponsor — $3,500

• Prime logo placement on Forum marketing materials

All Silver benefits, plus…

• Customized Wifi landing page complete with your branding and customized password

SOLD

• Logo and sponsor information in all-attendee Forum email communication • Prime logo placement on Forum marketing materials • Branded collateral with Wifi login information in breakout session rooms

Sponsorship Opportunities

Ribbon Wall Sponsor — $3,000

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All Silver benefits, plus…

• Your firm name and logo will appear on or near each wellness station • Opportunity to provide branded material for the stations • Prime logo placement on Forum marketing materials

Digital Book Giveaway Sponsor — $2,500

Forum Sponsor — $1,500

All Silver benefits, plus…

All Virtual Booth Benefits plus

• Your firm name and logo will appear on each digital book

• Logo in the August Employee Ownership Report

• Opportunity to provide the foreword and a book chapter

• NCEO promotion of in-booth raffles and/or games

• Host the Digital Book download link within your virtual booth to ensure booth traffic

• NCEO website: Company logo with external link

SOLD

• QR Code for on-site booth available if you upgrade to an in-person booth • Prime logo placement on Forum marketing materials

Forum Supporter — $750 • Logo placement on Forum marketing materials • One complimentary virtual Forum registration, others from your firm at a discount

Sponsorship Opportunities

Wellness Station Sponsor (x4) — $2000

Thank You! CONTACT US: Jordan Boone, Events Director jboone@nceo.org / (510) 208-1308