53 a h i e lanning - media.law.miami.edu...i invite you to join us for the 53rd annual heckerling...

53rd AnnuAl

Heckerling institute

on estAte PlAnning

sPonsor ProsPectus

JAnuAry 14-18, 2019

orlAndo World center MArriott

orlAndo, FloridA

reAcH tHousAnds WitHin your tArget Audience And gAin brAnd exPosure WitH event sPonsorsHiP

www.law.miami.edu/Heckerling

3,300+ attendees

5 days of learning

75+ speakers

140+ sponsors & exhibitors

76%of attendees have

15+ years of estate planning experience

WHAt Heckerling oFFers

AttorneysCPAsCFPs

InsuranceTrust Officers

Investment AdvisorsFirst Time Registrants

92%of exhibitors had

ample time to interact with attendees

96%of exhibitors plan to

return next year

24:1Ratio of attendees

to exhibitors

2018 exHibitor results

Attendee deMogrAPHics


The Heckerling Institute is the premier conference for estate planning professionals attracting over 3,300 attendees and over 140 exhibitors and sponsors at the 2018 Institute. The program covers topics of timely interest to attorneys, trust officers, accountants, charitable giving professionals, insurance advisors, elder law specialists, wealth management professionals, educators and non-profit advisors. The Institute is also the home of the nation’s largest exhibit hall dedicated entirely to the estate planning industry.

We offer a variety of sponsorship opportunities designed to showcase your brand to your target audience. All sponsorship levels outlined in this packet will provide exposure to experienced professionals from across the nation and around the world.

Our industry continues to evolve and the Institute is dedicated to bringing estate planning professionals together face-to-face to learn, grow, adapt, and prepare for the future.

I invite you to join us for the 53rd Annual Heckerling Institute on Estate Planning on January 14-18, 2019 in Orlando, Florida.

Sincerely,

Andrea BlakeAssistant DirectorHeckerling Institute on Estate [email protected] (305) 284-3179


2019 SponSorShip

diAMond PlAtinuM gold silver

$28,000 $18,000 $12,000 $7,000Exhibit Hall SpaceExhibit space and location priority

20’ x 20’Deluxe Suite$19,000 value

10’ x 20’Junior Suite$9,000 value

10’ x 10’Booth$4,000 value

OptionalPurchase($4,000)

Conference RegistrationsAccess to educational programming, Institute materials, exhibit hall, and welcome reception

Four$4,480 value

Three$3,360 value

Two$2,240 value

One$1,120 value

Booth RepresentativesBooth representatives are permitted to access the exhibit hall and welcome reception

Ten$900 value

Six$300 value

Four Four(with optional booth purchase)

Logo Included in Conference GuideThe Conference Guide is distributed to all attendees Pre-Institute Mailing List - $800 valueMailing labels for one-time, pre-conference usage available only to sponsors and exhibitors. Pre-printed address labels provided.

On-Site Meeting or Function Space - $300 valueExclusive access to meeting space for social and marketing events. Meeting space is only available to sponsors, exhibitors, and scholarship donors.

Sponsor Recognition Signage in Exhibit HallCompany logo prominently displayed in exhibit hall Conference Guide Advertisement Full Page Color

$2,800 valueFull Page B&W$1,800 value

Half Page B&W$1,300 value

OptionalPurchase

Recognized as a Sponsor on Mobile App Logo Displayed in Institute BrochureReaches over 150,000 industry professionals. Deadline for logo to be included in brochure: June 20, 2018

Recognition in Main Meeting RoomCompany logo displayed during breaks on screens in the main meeting rooms and on the hotel channel

Hospitality Suite Signage Company logo displayed in suite frequented by the Institute Faculty and Advisory Committee

Logo with Link on the Institute Website Company Logo, Description, and Link to Website on Mobile App Acknowledgement During the Director’s Opening Remarks

QueStionS?Contact Andrea Blake at [email protected] or (305) 284-3179

Sponsorships and exhibit hall space subject to availability and approval by the Institute

SOLD OUT!SOLD OUT!

SOLD OUT!

SOLD OUT!


exhibit hall

Schedule at a Glance

SUNDAY, JANUARY 13, 2019

12:00 pm - 8:00 pm Exhibitor set up

MONDAY, JANUARY 14, 2019

7:00 am - 4:00 pm6:00 pm - 8:00 pm

Exhibit hall openWelcome reception in exhibit hall

8:00 am - 9:00 am9:00 am - 5:15 pm

Break - 10:30 - 10:45 amLunch - 12:15 - 2:00 pmBreak - 3:30 - 3:45 pm

Continental breakfastInstitute programming

TUESDAY - THURSDAY, JANUARY 15 - 17, 2019

8:00 am - 5:30 pm Exhibit hall open8:00 am - 9:00 am9:00 am - 5:20 pm

Break - 10:40 - 10:55 amLunch - 12:35 - 2:00 pmBreak - 3:30 - 3:50 pm


FRIDAY, JANUARY 18, 2019

8:00 am - 12:00 pm Exhibit hall open

8:00 am - 9:00 am9:00 am - 12:00 pm

Break - 10:40 - 10:50 am


12:00 pm - 4:00 pm Exhibitor breakdown

Schedule subject to change


a la carte opportunitieS

WELCOME RECEPTION$5,000The Monday evening Welcome Reception in the exhibit hall is open to all Institute attendees and is the largest networking event at the Institute.

Each sponsorship includes two company branded, fully open bars. Bars will be placed in close proximity to sponsor’s exhibit booth.Six sponsorships available

GUEST ROOM KEY SPONSOR$7,000A great way to make a first impression! Includes production of guest room key cards with your full color logo and distribution to the nearly 2,000 attendees that stay on site. One sponsorship available

PEN SPONSOR$5,000Your single-color logo will be printed alongside the Heckerling Institute logo on the official Institute ink pens distributed to all attendees.One sponsorship available

SOLD OUT!

SOLD OUT!



NOTEPAD SPONSOR$5,000Your single-color logo will be printed at the bottom of the official Institute notepads distributed to all attendees.One sponsorship available

MEETING ROOM POWER STRIPS$3,500Attendees are always grateful to have power available to keep their devices up and running during our programming. This is an opportunity to have your company’s name prominently displayed on tent cards at the power strips in the presentation rooms.Three sponsorships available

SOLD OUT!

ELEVATOR FLOOR ADVERTISING$3,500With nearly 2,000 attendees staying on site, your message is sure to get noticed. Each opening of the door will reveal your ad, adhered to the floor of the elevator. Three sponsorships available (one per main lobby glass elevator)

SOLD OUT!



MEDIA TABLE$1,500Display and distribute samples of your magazine or newsletter to over 3,300 attendees from a designated media table in our exhibit hall.Materials must be provided free of charge. Media table is not attended.

HECKERLING GRADUATE PROGRAM IN ESTATE PLANNING SCHOLARSHIP SPONSOR$3,500The University of Miami School of Law offers a Graduate Program in Estate Planning taught by the nation’s leading experts. This opportunity supports the Heckerling Graduate Program, educating the industry’s finest estate planning attorneys. Scholarship sponsor names will be displayed on screens in the main meeting rooms as well as in the Conference Guide. Scholarship sponsors will be considered affiliates and will have access to on-site function space ($300 fee) and to the one-time, pre-Institute mailing list labels ($800 fee). Exhibit space not included.

WATER COOLER SPONSOR$3,500Display your logo and promote your brand location in full color on highly visible water coolers located in the main meeting areas.Two sponsorships available


conference Guide advertiSement

Full page color adReserved for Diamond Sponsors8 3/8” x 10 3/4” / full 1/8” bleed

Complimentary with

Diamond Sponsorship

Full page black and white ad8” x 10” / no bleed $1,800

Complimentary with Platinum Sponsorship

Half page black and white ad7.5” x 5.5” / no bleed $1,300

Complimentary

with GoldSponsorship

Upgrade half page Gold Sponsorship ad to full page black and white ad $500


paSt SponSorS include


exhibit hall Sample floor plan

REFRESHMENTSLOUNGE

LOUNGE

REGISTRATION DESK

PALM

SEN

TRAN

CE

REFRESHMENTS

Cypress BallroomGrand & Crystal Ballrooms

TO SESSIONS

TO SESSIONS

TO SESSIONS

LOUNGE

PALM

SEN

TRAN

CE

PALM

SEN

TRAN

CE

CR

YSTALEN

TRAN

CE

CR

YSTALEN

TRAN

CE

RESTROOMS

Palms Ballroom


marriott floor plan

14131211109

1 2 3 4 5 6 SHUTTLE BUS PICK UP AREA

HOTEL LOBBY

SELF PARKING

BreakoutSessions

BreakoutSessions

OverflowViewing

ExhibitHall

Heckerling Registration

GeneralSession


How and when are booth locations determined?Subject to availability, Diamond and Platinum Sponsors may select a booth location. All other sponsors will be given priority in booth assignment. Exhibitors will be assigned booth locations at the discretion of the Heckerling Institute. Booth number(s) will be sent out with a confirmation email in October.

How can I host a function during Institute week?Approved sponsors and exhibitors must complete the function space request form. Please include specific information about the nature of the event, day and time, number of expected attendees, and whether the function will have a speaker or programming. The request must include a detailed description of the content of any programming. Programming and presentations may only provide information related to the vendor’s products or services. General educational programming on substantive topics will not be approved. After your meeting request has been approved, you will be given contact information for an event manager at the Orlando World Center Marriott who will assist you with the event.

What are the restrictions on hosting a function?All functions held during Institute week must be pre-approved. There is a $300 function fee to reserve space (waived for Diamond, Platinum, Gold, and Silver Sponsors). Any event must relate to marketing, networking, or product demonstration. Educational presentations will not be approved. If your function will include programming or a speaker, an outline of the presentation must be submitted with your function space request form. Functions may not take place during Institute programming hours.

When is the mailing list sent out?The mailing list is provided in the form of printed address labels that can be used for a one-time, pre-Institute mailing. Labels may not be duplicated or used for any other purpose. The mailing list is sent out in early December in order to maximize the number of attendee names included on the list. Only one list is created each year. The mailing list is available to registered sponsors and exhibitors (additional charge for exhibitors). Labels will not be sent unless we have received payment and a signed Mailing List Rental Agreement. Violation or misuse of the mailing labels may result in immediate dismissal from the current Institute, future Institutes, as well as other disciplinary or legal action.

What furnishings are included with my booth?All booth types are unfurnished. Standard single booth spaces are 10’ x 10’ and have an 8’ pipe and drape backing and 3’ side walls. Furnishings may be arranged through Vista South Convention Services.

Are meals or refreshments provided?Exhibitors and Sponsors wearing their exhibit hall badge are entitled to continental breakfast and refreshments served in the exhibit hall.

exhibitor faQS


location information

Group rate: $280 per night + taxIncludes complimentary internet for Marriott Rewards members

Reservations: (888) 789-3090http://book.passkey.com/go/ Heckerling2019

contact

Assistant DirectorHeckerling Institute on Estate PlanningUniversity of Miami School of Law

(305) [email protected]@law.miami.edu

Andrea Blake

www.law.miami.edu/heckerling

Orlando World Center Marriott(Headquarters hotel)

8701 World Center DriveOrlando, FL 32821

Alternate hotel options with complimentary shuttle service available on our website www.law.miami.edu/heckerling.

Courtyard Orlando Lake Buena Vista in the Marriott Village

8623 Vineland AvenueOrlando, FL 32821

Exhibitor rate: $164 per night + taxLimited quantity, exclusive rate for sponsors and exhibitorsComplimentary shuttle service to and from the Orlando World Center Marriott

https://book.passkey.com/go/ HeckerlingStaffMV

https://book.passkey.com/go/HeckerlingStaffMV

http://book.passkey.com/go/Heckerling2019

53 a h i e lanning - media.law.miami.edu...i invite you to join us for the 53rd annual heckerling...

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