Financial Literacy 2.0 - Ensuring Eff ective Outcomes

2015 Sponsor Packet

Grand Hyatt Hotel

San Antonio, TX

April 1-3, 2015

The Annual Conference on Financial Education promotes the eff ective delivery of consumer fi nancial products, services and education by hosting a national event for professionals providing these services. The Conference is a showcase for fi nancial education success stories, off ering attendees proven strategies, tips and techniques to achieve intended outcomes, funding goals and program sustainability.

www.ACFEonline.org l (207) 221-3668 l Conference@FinancialLit.org

INSTITUTE FOR FINANCIAL LITERACY®presented by the

Table ofTable ofContentsContents

Invitation from Executive Director ....................................................................................................................................... 1

Conference Overview .....................................................................................................................................................................2

Conference Agenda .................................................................................................................................................................... 3

Sponsorship Levels ...................................................................................................................................................................... 5

Sponsorship Registration ......................................................................................................................................................... 7

Sponsor Attendee Registration ............................................................................................................................................. 8

Sponsor Exhibit Agreement .................................................................................................................................................... 9

Conference Layout ..................................................................................................................................................................... 11

Hotel Information ....................................................................................................................................................................... 12

Travel Information ...................................................................................................................................................................... 13

From the From the Executive DirectorExecutive Director

It is my great pleasure to invite you to attend the 10th Annual Conference on Financial Education on April 1-3, 2015 at the Grand Hyatt Hotel in San Antonio, Texas. Over the last decade, the Annual Conference has become the premier gathering for fi nancial education professionals to showcase their success stories, network with peers, develop organizational partnerships and hear from speakers willing to share their tips, techniques, and experi-ences for the benefi t of our profession.

As we enter our tenth year, we are making a number of improvements to the Annual Conference to adapt to the changing needs of our industry. Th is year’s conference will provide real-world applications giving fi nancial educators the tools necessary to address the challenges of the fi nancial education fi eld and shape the future of the fi nancial education

In addition to our general sessions, the Annual Conference will again off er three concurrent session tracks that will allow attendees to customize their professional development experience. Th is year’s concurrent session tracks will focus on behavioral economics, program design and development, and outcome assessment. Th ere will be more sessions, with more presentation time, and more networking opportunities than ever before.

I am especially pleased to announce our Keynote Speaker, Ms. Jane Rooney, appointed in April 2014 as Canada’s fi rst Financial Literacy Leader. Her experience with national fi nancial literacy education programs gives her valu-able insights into the opportunities and challenges of fi nancial education, and her participation in international fi nancial education eff orts provides a global context to national, regional and local eff orts to improve fi nancial literacy. Furthermore, as our fi rst international Keynote Speaker, her presence validates the growing internation-al reach of the Annual Conference and our integration with the international fi nancial education community.

I look forward to seeing you in San Antonio. Should you have any questions, please don’t hesitate to contact my offi ce at (207) 221-3663 or via email at conference@fi nanciallit.org.

Sincere Regards,

John C. Linfi eldExecutive Director

Thursday, April 1, 20159 th Annual EIFLE Awards 6:00 pm – 8:00 pm The EIFLE (Excellence In Financial Literacy Education™) Awards promote the effective delivery of consumer financial products, services and education by acknowledging the accomplishments of those that advance financial literacy education. The EIFLE Awards are presented each year at the Annual Conference on Financial

Education in the following categories:

Educator of the YearOrganization of the YearBook of the YearEducation Program of the YearPublished Research of the YearInstructional Game of the Year

Hotel AccommodationsRoom reservations should be made directly with the hotel. Reservations can be made by:

phone: (888) 421-1442web: https://resweb.passkey.com/go/IFFL2015

Conference room rate: $159 single or double per night, plus tax. Space is limited. Reservations will be honored on a first-come, first-served basis. Tell the hotel you are with the Annual Conference on Financial Education, Institute for Financial Literacy to get the conference room rate!To obtain the discounted rate, you must reserve a room by March 1, 2015.

April 1–3, 2015Grand Hyatt Hotel

San antonio, txKeynote Speaker: Jane Rooney

Jane Rooney is Canada’s first Financial Literacy Leader. Appointed in April 2014, Ms. Rooney works to coordinate financial literacy initiatives by collaborating with stakeholder groups across the country. Her goal is to strengthen the knowledge, skills and confidence of Canadians in dealing with financial matters.The Financial Literacy Leader position is a Governor in Council appointment. Ms. Rooney acts under the instructions of the Commissioner of the Financial Consumer Agency of Canada (FCAC).

The innovative approach taken by Ms. Rooney and her financial literacy team earned them a 2010 Public Service Award of Excellence for their development of The City, a Financial Life Skills Resource, a simulated online world that offers an interactive, engaging and fun way for students to learn about money.

Ms. Rooney is a member of a number of committees working on financial literacy within Canada and abroad, including the OECD’s International Financial Education Network and the Canadian government’s Interdepartmental Committee on Financial Literacy.

Since joining FCAC in January 2002, Ms. Rooney has also served as Senior Advisor to the Commissioner, headed the Consumer Education unit and was Manager of Consumer Services at the Agency.

The Annual Conference on Financial Education promotes the effective delivery of consumer financial products, services

and education by hosting a national event for professionals providing these services. The Conference is a showcase for financial

education success stories, offering attendees proven strategies, tips and techniques to

achieve intended outcomes, funding goals and program sustainability.

ConferenceOverview

ConferenceAgenda

Day 1Wednesday, April 1, 2015

Registration and Sponsor Setup 7:00am - 9:00am

Welcome & Opening Remarks 8:30am - 9:00am

General Session 9:00am - 10:15am

Break 10:20am - 10:35am

General Session 10:35am - 11:50am

Networking Lunch 11:50am - 1:00pm

General Session 1:05pm - 2:20pm

Break 2:25pm - 2:40pm

General Session 2:40pm - 3:55pm

Sponsor Fair 4:00pm - 5:00pm

EIFLE Awards Dinner 6:00pm - 8:00pm

Day 2Thursday, April 2, 2015

Continental Breakfast 8:00am - 8:30am

Special Guest Remarks 8:30am - 9:00am

Concurrent Session 9:00am - 10:15am

Break 10:20am - 10:35am

Concurrent Session 10:35am - 11:50am

Keynote Lunch 11:55am - 1:00pm

Day 2 - ContinuedThursday, April 2, 2015

Concurrent Session 1:05pm - 2:20pm

Round-table Workshop Pt. 1 2:25pm - 3:35pm

Break 3:35pm - 3:50pm

Round-table Workshop Pt. 2 3:50pm - 5:30pm

Networking Social 5:30pm - 6:30pm

RiiverWalk Boat Tour Event (Tickets Required) 6:00pm - 7:00pm

Day 3Friday, April 3, 2015

Continental Breakfast 8:00am - 8:30am

General Session V 8:35am - 9:500am

Break 9:55am - 10:10am

General Session VI - Ethics 10:10am - 12:15am

Closing Remarks 12:15am - 12:30pm

ConferenceAgenda

SponsorshipSponsorshipLevelsLevels

$750 Friend (unlimited)• Exhibit table with chair• Complimentary wireless internet in exhibit/meeting space• Conference attendance for 1 representative• Conference meals for 1 representative• Admission to EIFLE Awards Dinner for 1 representative• Inclusion of logo on “Thank You Sponsors” PPT slide on rotation during breaks$1,500 Supporter (unlimited)• All Friend benefi ts, plus:• Recognition on conference signage• Recognition on conference website• Logo, contact information and 500 character description in Conference Materials• Inclusion of 1 item in Attendee Welcome Bags$2,500 Sponsor (5 available)• All Supporter Benefi ts, plus:• 1 additional Attendee* (Total of 2)• Verbal Recognition at the beginning and end of the conference• Recognition in Conference marketing materials, press releases and social media announcements• Sponsor Ribbon on Conference Badge• Recognition as Break Sponsor on break table (1 break from list below– fi rst come, fi rst served)

• Wednesday Morning Break• Wednesday Afternoon Break• Thursday Morning Break• Thursday Afternoon Break• Friday Morning Break

• Recognition as break sponsor on individual PPT slide on rotation during sponsored break $5,000 Bronze Sponsor (6 available)• All Sponsor Benefi ts except break, plus:• 1 additional Attendee* (Total of 3)• Recognition in individual press release and social media announcements• Recognition as meal/event sponsor on table (1 event from list below - fi rst come, fi rst served)

• Wednesday Breakfast• Wednesday Lunch• Thursday Breakfast• Thursday Networking Reception• Thursday Night River Cruise• Friday Breakfast

• Recognition as meal sponsor on individual PPT slide on rotation during sponsored meal

SponsorshipSponsorshipLevelsLevels

*Includes Conference attendance, Conference meals and admission to EIFLE Awards Dinner. This may be used for additional representatives, third party attendees chosen by sponsor, or contributed to the ACFE2015 scholarship pool for the attendance of fi nancial literacy, counseling and education professionals serving poor and under-served communities.

For more information, or to propose other sponsorship support, please contact John Linfi eld, Executive Director, at JLinfi eld@FinancialLit.org or (207) 221-3613.

We appreciate your commitment to fi nancial education and thank you for your support.

$7,500 Silver Sponsor (3 Available)• All Bronze Sponsor benefi ts except meal, plus:• 1 additional Attendee* (Total of 4)• Opening Remarks for one Concurrent Track (5 minutes)

• Behavioral Economics• Program Design & Development• Outcome Assessment

$10,000 Gold Sponsor (2 available)• All Silver Sponsor benefi ts except Track, plus:• 2 additional Attendees* (Total of 6)• Provide Introductory Remarks for either (fi rst come, fi rst served)

• Keynote Luncheon (5 minutes)• First General Session (5 minutes)

$15,000 EIFLE Award Sponsorship (1 available)• All Silver Sponsor Benefi ts except Track, plus:• 4 additional Attendees* (Total of 8)• Provide Introductory Remarks for EIFLE Awards Dinner (10 minutes)$20,000 Platinum Sponsorship (1 available)• All Silver Sponsor Benefi ts except Track, plus:• 8 additional Attendees* (Total of 12)• Provide Conference Opening Remarks (20 minutes)

$1,000 Attendee Scholarship Fund

For each $1,000 donated to the ACFE Scholarship Fund, 3 fi nancial educators working with non-profi t organizations that serve poor and under served communities will receive a scholarship covering their conference registration fee. Scholarship sponsors may choose to (1) have the

Institute administer the scholarship award; (2) self administer the scholarship award to support established non-profi t partners; or (3) some combination of the above. For more information

about supporting scholarships, please contact the Institute at conference@fi nanciallit.org.

Description of products/services being exhibited?

How did you learn about the Conference?

SponsorshipSponsorshipRegistrationRegistration

First Name: ________________________________ Last Name: ________________________________Title: _____________________________________ Organization: ______________________________Work Address: ________________________________________________________________________City: _____________________________________ State: _______________ ZIP: _________________Work Phone: _______________________________ Email: ___________________________________Website: ____________________________________________________________________________How did you hear about the conference? _________________________________________________

Find my check, in the amount of $___________ enclosed.

Please charge $___________ to my:

Visa Mastercard American Express DiscoverName as it appears on card: _______________________________________ Exp. Date: Card Number (16 digits): ____________________________________ CVV: Is the Billing Address the same as the Work Address? Yes NoBilling Address: City: _____________________________________ State: ZIP: Cardholder’s Signature: _____________________________________ Date:

Signature above authorizes IFL to charge the listed card for the amount marked

Fax or mail this form to:Institute for Financial Literacy

Attn: ACFE Sponsor Registration260 Western Ave., Suite 1

South Portland, Maine 04106SPONSOR REGISTRATION WILL NOT BE ACCEPTED WITHOUT PAYMENT

Phone: (207) 221-3663 l Fax: (207) 221-3681 l Conference@FinancialLit.orgThe Institute for Financial Literacy is a 501(c)(3) organization and contributions are tax-deductible to the extent allowed by the law.

YES! I will support the 10th Annual Conference on Financial Education at the following level:

Platinum Sponsor $20,000

Gold Sponsor $10,000

Silver Sponsor $7,500

Bronze Sponsor $5,000

Sponsor $2,500 EIFLE Award Sponsorship $15,000

Supporter $1,000

I will be using my complimentary exhibit table -(Please complete the sponsor exhibit agreement)

Friend: $750

I would like to contribute to the ACFE scholarship fund _______x $1,000

Description of products/services being exhibited?

Sponsor Attendee Sponsor Attendee InformationInformation

Sponsor Attendee

Please complete the information below regarding your attendee(s*)

Is the Sponsor Attendee the same as the Sponsor Contact? Yes No

If no;

First Name: ________________________________ Last Name: ________________________________

Title: _______________________________________________________________________________

Email: ______________________________________________________________________________

I will be attending the following events: EIFLE Awards (complimentary with conference registration)

San Antonio River Cruise ($5.00 Per Ticket) #____of Tickets (Tickets can be picked up at our registration table) Join us April 2, 2015 from 6pm - 7pm for this wonderful opportunity to socialize with your peers

Do you have any food allergies or special dietary restrictions we should be aware of? Yes (Please note) ___________________________________________________________________

*The number of sponsor attendees is based on your level of support Friend & Supporter (One Attendee)

Sponsor ( Two Attendees)Bronze Sponsor (Three Attendees)

Silver Sponsor (Four Attendees)Gold Sponsor (Six Attendees)

EIFLE Award Sponsor (Eight Attendees)Platinum Sponsor (Twelve Attendees)

Sponsor ExhibitSponsor ExhibitAgreementAgreement

Exhibit Terms & Conditions

1. Eligibility: The Institute shall at its sole discretion determine the eligibility of a company, product or service for inclusion in the exhibit hall. Eligibility is contingent upon Exhibitor’s compliance with the terms and conditions set forth herein.

2. Liability: Exhibitor waives any and all claims, for any reason and to the fullest possible extent allowed by law, against the Institute, its agents or employees and the lessors or owners of the exhibit facilities for any actions, losses, cost, damages, claims, theft or expenses relating to Exhibitor’s property or bodily injury to its agents, representatives or employees.

Exhibitor must leave the exhibit space in the same condition as it was found. Exhibitor or its representatives shall not injure or deface the walls, columns, fl oors, or furniture of the exhibit facilities. All property destroyed or damaged by Exhibitor or its representatives must be replaced in its original condition by Exhibitor at its own expense.

3. Character: The character of exhibits is subject to approval by the Institute. Distribution of promotional or marketing materials of any kind is limited to the confi nes of the Exhibitor’s booth. Exhibitor may not leave materials in registration areas, meeting rooms, guest rooms or other facilities of the convention hotel without the permission of the Institute.

4. Substitution: Exhibitor may not assign or sublet any portion of the space assigned without the written permission of the Institute. Exhibitor may not display any article not regularly manufactured or handled by Exhibitor nor may Exhibitor distribute marketing or promotional materials for another company without the written permission of the Institute.

5. Private Functions: Exhibitor agrees not to hold private functions and/or host hospitality suites during the scheduled hours of the conference or its related functions without the written permission of the Institute.

6. Exhibit Assignments: The Institute reserves the right to determine location assignments and to make changes at any time, as it may in its sole discretion deem necessary.

7. Exhibit Set Up/Break Down: Exhibitor must be set up and be fully operational by 8:00 a.m. on April 1. All exhibit booths must remain open for the entire duration of the conference. All exhibits must be removed by 2:00 p.m. on April 3. Anything leftover will be discarded.

8. Storage: Exhibitor shall be responsible for storing all shipping and packing materials out of sight while the conference is in session. The Institute and the Grand Hyatt Hotel are not responsible for the storage of any display materials or empty crates.

9. Electrical and Internet Services: Access to electrical outlets and internet connections may be obtained from the exhibit facilities at additional cost. All electrical work must be ordered through and installed by the exhibit facilities to ensure that it will meet necessary safety requirements. Exhibitor should contact the exhibit facilities for more information about electrical and internet needs. Exhibitor is responsible for all related fees.

Sponsor ExhibitSponsor ExhibitAgreementAgreement

1. Handling: Exhibitor shall be responsible for arranging its own shipment of materials to and from the Grand Hyatt Hotel. All shipments to and from the hotel shall be made no earlier than March 30, 2015 and no later than April 4, 2015. Exhibitor should contact the exhibit facilities for more information about freight receipt policies and charges. Exhibitor is responsible for all related fees. All packages should be addressed to:

(Exhibitor Name)(Organization)

Annual Conference on Financial EducationApril 1-3, 2015

Grand Hyatt Hotel600 E Market Street

San Antonio, Tx 78205

2. Security: The Institute and the exhibit facilities will not provide security for the exhibit area. Neither the exhibit facilities nor the Institute is liable for or insures against damage to or theft of Exhibitor property.

3. Compliance with Laws: Exhibitor must comply with all local laws, rules, regulations and ordinances or they will be asked to leave the conference.

4. Amendment to Rules: The Institute reserves the right to change or add terms and conditions as it shall deem necessary.

5. Inclusion of Marketing Materials: All logos and other marketing paraphernalia included in sponsorship level are due to our graphics department no later than March 1, 2015

By signing below, the Sponsor accepts the terms spelled out in this exhibit agreement.

Signature: __________________________________________________ Date: ______________________

EXHIBITOR TABLE WILL NOT BE ASSIGNED WITHOUT PAYMENTOR SIGNED EXHIBIT AGREEMENT

Exhibit Terms & Conditions

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Hotel Hotel InformationInformation

Grand Hyatt Hotel, San Antonio, TX600 E Market StreetSan Antonio, TX 78205Phone: (210)-224-1234Web: http://grandsanantonio.hyatt.com/en/hotel/home.html

Conference room rate: $159 single or double per night, plus tax.

Space is limited. Reservations will be honored on a fi rst-come, fi rst-served basis.

To obtain the discounted rate, you must reserve a room by March 1, 2015.

To reserve on-line visit:

https://resweb.passkey.com/go/IFFL2015To reserve by phone, call 1-888-421-1442 and tell the hotel you are with the Annual Conference on Financial Education, Institute for Financial Literacy.

About the Grand Hyatt HotelDiscover the distinctly diverse personality of the Alamo City in grand style. Set along the spectacular River Walk and adjacent to the Henry B. Gonzalez Convention Center, Grand Hyatt San Antonio has a premier location just steps from authentic dining, trendy bars and all of the attractions that make San Antonio a culturally rich city.

Dramatic design and magnifi cent spaces off er unforgettable experiences whether traveling for business or pleasure

Rely upon our helpful Concierge, in-room dining service, and multilingual hotel staff to meet your every need.

Travel Travel GuideGuide

Restaurants located in the Grand Hyatt HotelRuth Chris Steak House River Walk

Enjoy dinner in the upscale dining room or on the patio. Prime Steaks are broiled to order and served sizzling to stay hot and juicy to the last delicious bite. Of course, there’s more than great steak on the menu: lobster, crab cakes, lamb chops, veal chop, marinated chicken, to name a few, and mouth-watering appetizers, outstanding desserts and an award-winning wine list.

Bar Rojo

Bar Rojo is one of the most popular bars in San Antonio. It makes for a great start – and fi nish – to your evening. Enjoy sensational, freshly prepared small-plate items, such as pizza, salads, sandwiches and more. Located on the street level, Grand Hyatt’s signature River Walk bar is a casual-yet-upscale lounge popular with visitors and locals. Savor high-end specialty drinks and classic hand-crafted cocktails as you spend time with friends or entertain a client. Contemporary artistic fl air merges bold ruby and blue accents, avant-garde furnishings and futuristic lighting to create a strikingly modernistic eff ect.

Perks Coff ee & More

Start your day with a refreshing cup of coff ee. As our name implies, Perks Coff ee and More off ers “much more” than just coff ee! Discover ready-made sandwiches and a range of snacks for those occasions when you simply don’t have time to sit down for a meal. Indulge your appreciation for sweets with a fresh pastry. From Frappucino to regular Joe, coff ee connoisseurs will love our wide selection of Starbucks® brand coff ees.

Restaurants located along the River Walk

With over 5 miles of walkways and passes there is sure to be something for everyone’s taste.

Please visit the San Antonio River Walk’s offi cial site at www.thesanantonioriverwalk.com for a directory of the numerous options the River Walk has including fi ne dining, casual dining and river boat dining.

Travel Travel GuideGuide

Shuttle/Taxi ServiceShuttle service to/from the airport is provided by SATRANS, the city’s offi cial airport shuttle. Shuttle service runs between 7:00 AM and 1:00AM daily. Ticket prices are $19 one way or $34 round trip per adult. Tickets can be purchased on-line or at the baggage claim area in Terminal A and Terminal B.

For more information please visit their website at www.citytoursinc.com

Taxi service from the airport is estimated to be $30.00. Fares can vary due to traffi c delays and detours. The fare is not impacted by the number of passengers so if more than one person is traveling, this is your best option. Reservations are not required.

Additional Resources

There is more to the River Walk than just great places to dine. Don’t forget to see what other thrills you can fi nd by visiting the offi cial website of the San Antonio River Walk at www.thesanantonioriverwalk.com ; you are sure to fi nd something new and exciting to explore.

For those of you that would like to explore more of what San Antonio has to off er, please visit the San Antonio visitors center website at www.visitsanantonio.com for an in depth list of Attractions, Museums, Events and Shopping.

Be sure to download the SAVE app before heading out for your trip. This app can be downloaded at http://visitsanantonio.com/San-Antonio-Mobile-Apps