canadian investor relations institute institut ... - ciri.org2).pdf · ciri.org | contact yvette...

Canadian Investor Relations Institute Inst itut canadien des relations avec les investisseurs

2018 Integrated Sponsorship Opportunities with National & Regional Exposure

CIRI.org | Contact Yvette Lokker at 416-364-8200 or [email protected] for more information. of 8


*Based on CIRI’s 2013 Member Needs Survey

Why become a CIRI sponsor? § Reach 55% of the TSX Composite

Index companies who are CIRI

members;

§ Get in f ront of 51 of the TSX 60 Index

companies who are CIRI members; and

§ Engage with >2,000 individuals in the

investor relations community.

25%

28%25%

5%

17%

Corporate Members by Roles*

Vice President

AVP/Director

Manager

Analyst

Other

7%!4%!

21%!

68%!

Corporate Member By Market Cap*

< $25 M

$25 M to $99 M

$100M to $1 B

$1 B+

25% 35% 45% 55% 65% 75% 85% 95%

Debtholder relationsCorporate social responsibility (CSR) reporting

Proxy solicitationMonitoring external databases (e.g. rating

Financial analysisMD&A

Use social media tools for IRMonitoring social media sites

Shareholder administrationGovernance/disclosure policy

Compliance with securities regulatorsMedia relations

Presentations/reports to the BoardQuarterly reports

Annual reportResearch (e.g. perception audits, intelligence)

Shareholder meetings, incl. AGMRetail investor relations

Quarterly conference callsNews releases

Presentations to analysts/investors/managersEvent planning (e.g. roadshow, site visits)

Shareholder identification/analysisRelations with buy-side/sell-side

IR Website

Level of Responsibility Assumed by IR Function



0% 5% 10% 15% 20% 25% 30% 35% 40% 45% 50%

Shareholder identification/analysisProxy solicitation

IR websiteResearch (e.g., perception audits, intelligence)

Annual reportShareholder administrationQuarterly conference calls

Event planning (e.g., roadshows, site visits)Compliance with security regulators

Shareholder meetings, incl. AGMMedia relations/news releases

Retail investor relationsCorporate Social Responsibility reports

News resleasesMonitoring Internet chat/blogs/external databases

Governance/disclosure policyPresentations/relations with buy-side/sell-side

Relations with buy-side/sell-sidePresentation/reports to the Board

Financial AnalysisQuarterly reports

MD&AMonitor external databases (e.g., rating agencies)

Use social media tools for IRDebtholder relations

IR Spending on Services/Vendors!

20122014



Regional Benefits • Opportunity to moderate one Chapter event • Opportunity to make opening remarks at three Chapter

events • Ten complimentary registrations to Chapter events • Recognition as an NSP for all Chapter events

Year-Round Advertising and Marketing Benefits • Full colour interactive ad in each issue of IR leader • Sponsor profile on homepage of CIRI.org • Recognition of partnership on signage at all CIRI programs • Recognition of partnership in membership renewal and

new member recruitment packages • Recognition of partnership in the sponsor section on

CIRI.org and throughout the website in the footer • Recognition of partnership in weekly professional

development email in the footer • Recognition of partnership in footer of IR leader and IR

focus publications • Use of CIRI logo on your marketing materials, including

commentary such as “Proud National Strategic Partner of CIRI since …”

• Platinum website advertising link (unlimited categories) on CIRI.org with NSPs logo linked to company website

National Strategic Partner $59,500National Strategic Partners (NSPs) are CIRI’s top-tier partners that receive the most exclusive and comprehensive sponsorship benefits, designed to maintain a high national and regional profile with existing and prospective clients all year round. 2018 Conference Benefits • Customized session to showcase expertise and build brand

awareness (Sunday) • Introduce/thank a speaker at a general session • Exhibit booths (3) & complimentary registrations (5) • Signage recognition and acknowledgement by President’s Award • Company logo and description on conference section of CIRI.org • Half page ad in the 2018 Conference Program Guide • Advanced attendee list with contact information

Thought Leadership and Engagement Benefits

• Opportunity to meet with CIRI’s National Board to discuss the

profession and the needs of IROs NEW • Customized item (e.g. case study or white paper) for electronic

distribution to all CIRI members • Communication to members highlighting the importance of

supporting valued sponsors

Two of the following: • Recognized sponsor, including opportunity to introduce/thank

speaker(s) and moderate, if appropriate format, at a 2018 event • Member survey to be compiled by NSP and approved by CIRI • Award (category to be agreed on) at the 2018 Conference • Thought leader interview video showcased/archived on CIRI.org



Year-Round Advertising and Marketing Benefits

• Full colour interactive ad in May/June issue of IR leader • Sponsor profile on homepage of CIRI.org • Recognition as sponsor in the sponsor section on CIRI.org • Communication to members highlighting the importance of

supporting valued sponsors • Use of CIRI logo on your marketing materials, including

commentary such as “Proud Platinum Sponsor of CIRI since …” • Platinum website advertising link (unlimited categories) on

CIRI.org with sponsors logo linked to company website

Compensation and Responsibilities Survey $20,000 Your company will showcase its thought leadership by discussing survey highlights from the IR compensation and responsibilities survey at a CIRI event in 2018.

Power Lunch (Tuesday) $19,500

Sponsor has exclusive opportunity to moderate a panel discussion on a hot topic. This event positions your organization as a thought leader, while providing visibility to all delegates.

Monday Evening Event* $35,000 This event is the signature dinner event of the conference and will be held offsite at a casual, interactive venue conducive to networking. Sponsor(s) will have the opportunity to address delegates with opening remarks and will be recognized with signage and prominent branding throughout the venue.

*Open to multiple sponsors for this event. Sponsorship level recognition will be based on sponsorship spend per organization.

CIRI offers high-value, comprehensive marketing packages centered on the Annual Conference (June 3-5, 2018 in Toronto, ON) as well as year-round, national and regional exposure at vary levels – Platinum, Gold and Silver – to help build your business. Leave a lasting impression with 220+ conference delegates and the 2,000+ Canadian IR community throughout the year.

Platinum Sponsor $19,500+

2018 Conference Benefits

• Opportunity to address delegates or moderate session based on sponsorship chosen

• Exhibit booth (1) & complimentary registrations (2) • Recognition in program guide & signage • Company logo and description on conference section of CIRI.org • Advanced attendee list with contact information

Regional Benefits

• Opportunity to make opening remarks at two Chapter events • Eight complimentary registrations to Chapter events • Recognition as a Platinum sponsor for all Chapter events



Gold Sponsor $15,500+

Awards Lunch (Monday) $16,500 As the exclusive sponsor you will have the opportunity to make opening remarks. Includes branded signage and menu at the venue.

General Session $16,500

Raise your company’s profile by introducing, moderating (if appropriate) and thanking speaker(s) at a general session. Includes branded signage at the session and on the archived webcast accessible throughout the year.

Signature Reception (Monday) $16,500

Exclusive sponsor addresses the reception attendees with remarks. Includes branded signage throughout the reception venue, along with a signature drink created in recognition of your support.

IR directions Research $16,500

Showcase your thought leadership through relevant investor relations research. Research findings will be shared with CIRI members across Canada and discussed at a CIRI event , where your company can present key findings. Presenting research at the Conference has an additional cost. Welcome Reception (Sunday) $15,500

Exclusive sponsor welcomes attendees at this kick-off networking event. Includes branded signage throughout the reception venue, along with a signature drink created in recognition of your support.

300 x


• Opportunity to address delegates or moderate session based on sponsorship chosen

• Complimentary registration (1) • Recognition in program guide & signage • Company logo and description on conference section of

CIRI.org • Advanced attendee list with contact information

Regional Benefits

• Opportunity to make opening remarks at one Chapter event

• Six complimentary registrations to Chapter events • Recognition as a Gold sponsor for all Chapter events


• Sponsor profile on homepage of CIRI.org • Recognition as sponsor in the sponsor section on CIRI.org • Communication to members highlighting the importance

of supporting valued sponsors • Use of CIRI logo on your marketing materials, including

commentary such as “Proud Gold Sponsor of CIRI since …”

• Gold website advertising link with five categories on CIRI.org with sponsors logo linked to company



Silver Sponsor $10,500 - $13,000 Breakout Session $13,000 Introduce, moderate (if appropriate) and thank speakers at a breakout session. Includes branded signage at the session and on the archived webcast accessible throughout the year.

Conference Bags $12,500

Great conference-wide visibility with bags branded with your logo.

Badge Holder & Pocket Program $12,000

Your company branding will be prominently featured on the front of the delegate badge holders and on the pocket programs.

Charging Lounge $11,500

This exclusive sponsorship provides a private charging lounge with comfortable seating, coffee station and charging station for smartphone and tablet devices. Includes branded signage.

Photography $11,000

Sponsor supports capturing special moments of the event, which will be displayed at your booth and on CIRI.org.

Technology $10,500

This opportunity will provide conference delegates with wireless Internet access during the Annual Conference. A landing page will greet all CIRI users with your company branding and personalized message.


• Opportunity to moderate session based on sponsorship chosen

• Complimentary registration (1) • Recognition in program guide & signage • Company logo and description on conference section of

CIRI.org • Advanced attendee list with contact information

Regional Benefits • Four complimentary registrations to Chapter events • Recognition as a Silver sponsor for all Chapter events


• Recognition as sponsor in the sponsor section on CIRI.org

• Communication to members highlighting the importance of supporting valued sponsors

• Use of CIRI logo on your marketing materials, including commentary such as “Proud Silver Sponsor of CIRI since …”

• Silver website advertising link with five categories on CIRI.org with sponsors logo linked to company



Silver Sponsor $7,000 - $9,000 Essentials of IR Program Moderator Opportunity $9,000

Introduce, moderate (if appropriate) and thank speakers at a lunch session. Includes branded signage at the live event.

Networking Dinner $8,500

As sponsor, you will have the opportunity to address this dedicated group of IROs. Includes branded signage at the event.

Networking Reception (Monday) $7,000 As sponsor, you will have the opportunity to welcome IROs from across Canada. Includes branded signage at the event.

2018 Event Benefits

• Opportunity to address delegates/students or moderate session based on sponsorship chosen

• Complimentary registration (1) (for Essentials sponsors) • Recognition in program materials & signage • Distribution of one marketing document (research, case

study, white paper) to participants • Company logo and description on event section of

CIRI.org (for Essentials sponsors) • Advanced attendee list with contact information

Regional Benefits • Four complimentary registrations to Chapter events • Recognition as a Silver sponsor for all Chapter events


• Recognition as sponsor in the sponsor section on CIRI.org

• Communication to members highlighting the importance of supporting valued sponsors

• Use of CIRI logo on your marketing materials, including commentary such as “Proud Silver Sponsor of CIRI since …”

• Silver website advertising link with five categories on CIRI.org with sponsors logo linked to company

Silver Sponsor IR Certification Program Networking Reception $7,500 Start of Program: January 2018

Welcome IROs from across Canada to the CIRI/Ivey Investor Relations Certification Program. Sponsor can address the group.

Celebration Dinner $8,500 End of Program: September 2018

Celebrate with IROs who have just completed the CIRI/Ivey Investor Relations Certification Program. Sponsor can address the group.

canadian investor relations institute institut ... - ciri.org2).pdf · ciri.org | contact yvette...

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