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The College Savings Foundation (CSF) is having its annual conference at the Hyatt Place + Hyatt House Charleston/Historic District, in Charleston, South Carolina from March 14-16, 2017. The theme of the conference is College Planning Challenges and the Role of 529 Plans.  The College Savings Foundation consists of investment managers, state officials, state program managers, law firms, accounting and consulting firms and non-profit agencies that participate in the sponsorship or administration of 529 college savings plans.  Sponsors of the conference will benefit from the opportunity to interact with leaders in the college savings industry.  This year there will be an app that attendees can download that will contain conference material as well as information about the area.  Conference attendees will have access to CSF Conference sponsors as material will be included in both the conference book as well as the conference app.

Topics Covered

A variety of timely topics will be discussed in detail during general sessions including: Federal Legislative and Regulatory Updates; What are the College Planning Challenges?; State of 529 Industry; View of the Overall Market; How Social Media is Used; Up-to-Date Information about ABLE; Research on Saving for College; College Planning Outreach.

Attendees

This is a unique opportunity to network with and introduce your products and services to financial services and other key professionals involved in the 529 college savings plan industry including:  representatives of program managers and investment managers; State Treasurers and staff; state sponsors and program officers; senior managers at broker-dealer firms including marketing and product managers and operational professionals involved in the development, support and servicing of these programs; legal and compliance professionals, accountants; higher education professionals; representatives of not-for-profits; financial advisors and planners and other interested parties.

Interested in sponsorship?  Please contact Kathy Hamor at 703-224-8083 or khamor@collegesavingsfoundation.org.

PLATINUM SPONSORSHIP — $10,000 (4 available)

  • Recognition on CSF website Sponsor page with company website link
  • Listing as a sponsor in CSF conference book
  • Contact info for Conference attendees with email addresses
  • Preview of Attendee list before the conference
  • Platinum level participation at the 2017 Conference includes:
    • Two complimentary Conference registrations
    • Company acknowledged verbally at podium during Conference
    • Prominent display of company/logo on Conference signage
    • Opportunity to have a video about your organization’s 529 savings program (5 minute maximum length of video and any discussion) before/after a conference session
    • Opportunity for material distribution
    • Full color cover ad in Conference book/App (3 covers available; inside front cover, back inside or outside cover) or Conference bag sponsor. There will also be full page color ad on the app included with the cover ad options
    • Extended visibility to session attendees through opportunity to distribute branded giveaways
    • Choice of one Platinum level menu sponsorship (first come, first served) w/appropriate recognition
      • Opening Cocktail Reception 3/14/17
      • Luncheon 3/15/17
      • Evening Social Event 3/15/17
      • Luncheon 3/16/17

GOLD SPONSORSHIP — $5,000 (4 available)

  • Recognition on CSF website Sponsor page with company website link
  • Listing as a Gold sponsor in Conference Book/App
  • Contact info for conference attendees with email addresses
  • Extended visibility to session attendees through opportunity to distribute branded giveaways
  • Gold level participation at the 2017 Conference includes:
    • One complimentary conference registration
    • Opportunity for material distribution
    • Full page Black and White ad in Conference book/App
    • Choice of one Gold level menu sponsorship (first come, first served) w/appropriate recognition
      • Morning refreshments 3/15/17
      • Morning refreshments 3/16/17

SILVER SPONSORSHIP — $2,500

  • Recognition on CSF website Sponsor page with company website link
  • Listing as a sponsor in CSF Conference Book/App
  • Contact info for Conference attendees with email addresses
  • Silver level participation at the 2017 Conference includes:
    • Opportunity for material distribution
    • Half page Black and White ad in Conference book/App
    • Depending on availability, co-sponsor opportunities for a break/social event

BRONZE SPONSORSHIP — $500

  • Recognition on CSF website Sponsor page with company website link
  • Listing in Conference Book as a Sponsor in Conference Book/App
  • Contact information for Conference attendees
  • Bronze level participation at 2017 Conference includes:
    • Opportunity for material distribution

For any sponsor joining CSF within 60 days of the conference, the first year’s dues will be reduced by ½ the sponsorship amount