MARCH 4-7, 2018 EXHIBITOR & SPONSOR PROSPECTUS TAMPA MARRIOTT WATERSIDE TAMPA, FLA.

MARCH 4-7, 2018 EXHIBITOR & SPONSOR PROSPECTUS TAMPA MARRIOTT WATERSIDE TAMPA, FLA.

DEAR VALUED UNCLAIMED PROPERTY INDUSTRY SERVICE PROVIDER, We would like to provide you with the official exhibitor and sponsor opportunities for the 2018 UPPO Annual Conference in Tampa, Fla., March 4-7, 2018. This is the premier educational and networking event for unclaimed property professionals. UPPO s Annual Conference provides the country s unclaimed property professionals a forum to exchange information, learn the latest developments impacting their business, and the venue to discover new and better ways to manage and report unclaimed property. When you participate in the conference as a sponsor or exhibitor, you participate in a visual and profound way. Your brand will achieve high visibility among attendees, which will lead to greater awareness and more conversations with new business opportunities. We realize you have options on how to allocate your marketing budget, and we appreciate your participation and support as a sponsor and exhibitor. Sincerely, Toni Nuernberg Executive Director 763-253-4344 toni@uppo.org 2

The UPPO Annual Conference is the largest unclaimed property event and boasts the highest concentration of unclaimed property professionals in the U.S. It sees a mixture of holders and service providers ranging from Fortune 500 companies to sole-proprietorships. Upon attending the UPPO Annual Conference, unclaimed property professionals will receive education from the field s leaders, build meaningful relationships, meet with state representatives, and take home the resources to do their job more effectively. ABOUT THE UNCLAIMED PROPERTY PROFESSIONALS ORGANIZATION The Unclaimed Property Professionals Organization (UPPO) is the premier organization for unclaimed property education, networking, and advocacy. It was established in 1994 and has since grown to approximately 400 corporate members and reaches over 1,300 unclaimed property professionals. Members represent a wide-spectrum of industries, including banking, financial services, insurance, nonprofit, unclaimed property service providers, among many others. UPPO is the voice and sole organization for unclaimed property holders and the companies that provide services to holders. 2017 UPPO ANNUAL CONFERENCE STATISTICS Over 575 attendees representing over 200 companies attended Exhibitors and sponsors had 20 hours of exposure to attendees Over 25 exhibitors and sponsors provided support CONFERENCE CONTACT Exhibits, Sponsorship and Advertising Shannon Wild Meetings & curriculum development manager 763-253-4341, shannon@uppo.org 3

EXHIBIT EXHIBIT SPACE Grand Ballroom Foyer. Note there are a limited number of booth spaces and the spaces are assigned on a first come, first served basis. To enhance attendee traffic to booths, UPPO has considered the following: The layout of the exhibit area Food and beverage will be provided in exhibit areas during the welcome reception and each break Breaks are 30 minutes, breakfasts 45 minutes, and lunches 60 minutes to allow ample time for attendees to visit with exhibitors UPPO has designed the exhibitor passport program to drive traffic to the exhibit booths EXHIBIT SPACE SPECIFICATIONS Ceiling height is 20 Exhibit area is carpeted Exhibit space dimensions are 8 x 10 double exhibit space is available to accommodate larger exhibits Exhibitor set-up is Sunday, March 4, 2-5 p.m. Tear-down is Tuesday, March 6, 4-6 p.m. EXHIBITOR PASSPORT PROGRAM UPPO will once again use a passport program to encourage attendees to visit each booth. Each attendee will be provided a card to bring with them as they visit each exhibitor. Please have a stamp or be willing to initial your section of the card to indicate the visit. UPPO will provide an incentive for attendees that turn in complete passport cards to UPPO staff. INCLUSIONS Standard pipe, drape decorating, and sign with company name provided by Gulf Coast Expo. Two (2) exhibit personnel badges per exhibit booth One (1) conference material packet Entrance into all conference sessions, events and meals Exhibitor ribbon for the name badge of registered exhibitor attendees Exhibit space security from 5 p.m. to 7 a.m. Refreshment breaks and most meals in the exhibit area Two single-use mailing lists of attendees (Excel file). One will be provided 20 days prior to the meeting and the second within 14 days of the meeting s conclusion Company listing in the official UPPO program and mobile app Company included in Exhibitor Passport Program Exhibitors are authorized to hold drawings in booth and have winner announced by UPPO at a designated time FEE SCHEDULE Member Nonmember Before 1/8/18 $3,450 $3,950 After 1/8/18 $4,050 $4,550 Double Exhibit Space before 1/8/18 Double Exhibit Space after 1/8/18 UPPO ANNUAL CONFERENCE $6,700 $7,200 $7,150 $7,650 Full payment is due upon receipt of application and 25% deposit will hold the exhibit space. Exhibitors will not be permitted to occupy assigned space until all fees due to UPPO are paid in full. Payment is accepted by check or credit card. Checks should be made payable to UPPO. RESERVING BOOTH SPACE Companies that wish to exhibit at the 2018 Annual Conference must complete and submit the following: 1) The Exhibit/ Sponsorship application provided on page 8 and full payment. 2) Sign the Exhibitor Agreement. There will be limited booth space at the 2018 Annual Conference with approximately 25 spaces available. Acceptance of applications will be based on date contract is received and paid in full. The exhibitor space will be located in the Grand Ballroom Foyer. 4

EXHIBIT SPACE DETAILS CANCELLATION POLICY Listed below is the refund schedule. Notification of cancellation must be made in writing and received on or before the dates listed. Prior to Dec. 15, 2017: $100 administration fee retained After Dec. 15, 2017: No refund of fees UPPO will strictly adhere to the above policies regarding payments and refunds. BOOTH ASSIGNMENTS Booth assignments are made on a first come, first served basis. Every effort is made to ensure competing companies are assigned to locations away from one another. Booths will be assigned approximately 30 days prior to the conference to all exhibitors who have contracts paid-in-full. EXHIBITOR REGISTRATION AND BADGES REQUIRED Each exhibit space includes conference registrations for two exhibitor representatives; or four conference registrations if a double exhibit space is purchased. Each exhibitor representative will be given a name badge to identify that they are one of the designated representatives to work in the exhibit booth space, and are required to wear that name badge at all times. Only two exhibitor representatives (four if double exhibit space is purchased) may be actively working in the exhibit booth at one time. SERVICE KIT UPPO has contracted with Gulf Coast Expo to manage the exhibit space for the conference. Complete information, instructions and pricing schedule for shipping, electrical work, furniture rental, sign paintings, storage, general labor, carpet rental (the exhibit area is carpeted), booth cleaning, florist, and telephone and computer service will be included in the exhibitor s service kit. This packet will be available to each paid exhibitor in January 2018. MATERIAL HANDLING Complete shipping/receiving information will be included in the exhibitor s service kit. LABOR REGULATIONS All material handling, installation and dismantling labor services must be accompanied by personnel having jurisdiction over this work. Order forms for services will be included in the exhibitor s service kit. Any exhibitor using labor services other than that provided through the official service contractor must notify UPPO no later than Feb. 10, 2018, and must provide the following information: (1) name and address of the contractor; (2) name of the supervisor to be in attendance, and; (3) certificate of insurance. The outside contractor must comply with all rules and regulations and be responsible to UPPO s official service contractor for move-in and move-out scheduling. STORAGE Storage must comply with Fire Marshall Regulations (as per service kit). Large crates, boxes, etc., may be stored with Gulf Coast Expo. All packaging materials such as paper, etc., must be in containers. SECURITY UPPO will provide security service for the exhibit area each evening from 5 p.m. to 7 a.m. beginning on March 4 at 5 p.m. ending on March 6 at 7 a.m. UPPO, however, will not be held responsible for the loss of any material for any cause or for injury to persons and urges the exhibitor to exercise normal precautions to discourage loss due to theft or other causes. Exhibitors are required to insure themselves against loss or damage. CARE OF EXHIBIT SPACE The exhibitor shall keep the assigned space in good order. Nothing shall be tacked, nailed, screwed, or otherwise attached to columns, walls, floors, or other parts of the building or furniture. Exhibitors will be held responsible for any damage they inflict on hotel property. CLEANING SERVICE UPPO will provide basic cleaning service for the common areas. Cleaning of individual booths may be arranged through Gulf Coast Expo at exhibitor s expense. FIRE REGULATIONS All exhibitors will be required to comply with local Fire Marshall Regulations. Combustible decorations such as crepe paper, foam, tissue paper, cardboard, or corrugated paper shall not be used. All packing containers, wrapping papers etc., are to be removed from the floor. All muslin, velvet, silken, or other decorations must be able to stand a flameproof test as prescribed by the local Fire Marshall. Electrical equipment and connections must conform to the Electrical Safety Code. If any exhibitor has neglected to comply with safety regulations, UPPO reserves the right to cancel all or part of the exhibit. Exhibitors will receive an outline of fire and electrical regulations in the exhibitor s service kit. GENERAL GUIDELINES The UPPO shall mean the Unclaimed Property Professionals Organization, its officers, committees, agents, or employees acting for them in the management of the 2018 Annual Conference. The UPPO logo is a federally-registered trademark and is the exclusive property of UPPO. This trademark will not be used in any way by the exhibitor or any organization without UPPO s express written approval. UPPO reserves the right to determine the eligibility of any exhibit for inclusion in the Conference, either before or after the proper execution of the exhibitor agreement. All products and services exhibited must be related to unclaimed property or be a benefit to the UPPO conference attendees. 5

SPONSORSHIP OPPORTUNITIES UPPO is offering multiple opportunities for your company to get involved in the 2018 Annual Conference. To meet the unique needs of your company, we ve made some enhancements to the sponsorship packages. We hope you find something that appeals to your company and choose to support UPPO through sponsorship at the 2018 Annual Conference, the premier event for unclaimed property professionals. Companies who wish to be a sponsor at the 2018 Annual Conference must complete and submit the Exhibit/ Sponsorship Application form provided on page 8. In addition to the opportunities listed below every sponsor receives the following, unless noted otherwise: Sponsor s name will be listed in the conference program and mobile app, and logo will appear on thank you signage Sponsors will be acknowledged at the 2018 welcome address If the sponsor has an exhibit space, a sign for the exhibit booth indicating their sponsorship will be provided All registered attendees employed by a sponsor company will receive sponsor ribbons for their name badge Sponsor companies will receive a preand post- conference attendee list. Each list is to be used a maximum of one time Welcome Reception Sponsor - $15,000 Sponsorship of the Welcome Reception with onsite signage Sponsor given the opportunity to personally greet guests at the Welcome Reception entrance welcoming them to the Welcome Reception and Annual Conference Opportunity to provide branded drink tickets for the Welcome Reception (two tickets per attendee) Sponsor logo displayed on tables in the Welcome Reception area Exhibit space which includes registrations for two exhibitor attendees in the exhibitor space Banner acknowledgement on mobile conference app with a link to sponsor s webpage One full-page color acknowledgement inside the front cover of the conference program. Ad deadline is Jan. 19 item at the Welcome Reception or in all registration packages Special Event Dinner Sponsor - $10,000 Sponsorship of the dinner at the event with onsite signage Sponsor given the opportunity to personally greet guests as they arrive at the event Sponsorship recognition displayed on over-head monitors at the event, if available Sponsor logo displayed on tables at the event One full-page color acknowledgement on the inside back cover of the conference program. Ad deadline is Jan. 19 item at the special event or in all registration packages NEW! Complimentary Internet Sponsor - $7,500 Sponsorship of complimentary internet service for attendees Opportunity for custom SSID name when internet is accessed acknowledgement in the conference Attendee Snack Kit Sponsor - $5,750 Sponsorship of attendee snack package that will be included in registration package (snacks and packaging to be determined by UPPO) Sponsor s logo or a small color acknowledgement will be located on the outside of the snack package (snacks and packaging to be purchased by UPPO) - Artwork for closure label and insert due by Dec. 15 SOLD acknowledgement in the conference Special Event Entertainment Sponsor - $5,000 Sponsorship of entertainment with onsite signage Band or DJ announcement of sponsorship acknowledgement in the conference First Time Attendee Orientation and Reception Sponsor - $5,000 Sponsorship of the event with onsite signage Opportunity to provide branded drink tickets (two tickets per attendee) acknowledgement in the conference SOLD Break Sponsor - $5,000 (max of four) Sponsorship of one conference break with onsite signage acknowledgement in the conference Registration Desk Sponsor - $5,000 Sponsor name and logo will be the first thing attendees see as they arrive to pick up their conference materials Sponsor recognition with a banner near the registration desk acknowledgement in the conference item in all registration packages Sponsor responsible for cost of banner or window cling printing (approx. $1,500) 6

Conference Materials Sponsor - $5,000 Sponsorship of online and print conference materials for all attendees One full-page color acknowledgement on the outside of the back cover of the conference program. Ad deadline is Jan. 19 Company logo acknowledging sponsorship of Guidebook materials page for one year D L SO Room Keys Sponsor - $4,000 Opportunity to contract with the hotel to sponsor room keys for UPPO attendees acknowledgement in the conference program. Ad deadline is Jan 19. Sponsor responsible for cost of key printing and design (approx. $2,500) D L SO Print Station Sponsor - $3,500 Sponsorship of print station for conference attendees with onsite signage acknowledgement in the conference program. Ad deadline is Jan 19. D L SO Charging Station Sponsor - $2,750 (max of two) Sponsorship of the charging station in the exhibit area with company logo on station acknowledgement in the conference Two sponsors will be on one charging station D L SO Corporate Sponsor - $2,350 (unlimited) advertisement in the conference IN-KIND SPONSORSHIPS Conference Assistant (max of three) Sponsor will pay all the expenses for a staff person from their company to assist at the conference. Please note this staff person will not be available to assist your company with its exhibit space. Sponsor will receive: D L SO advertisment in the conference Assistant allowed to wear sponsor company branded apparel item with all registration packages Excludes attendee list Conference Assistant Expectations: Preconference duties include bag stuffing and scanner training, conference duties include directing conference attendees as necessary, and managing the scanning process for distribution of CPE credits. Conference assistant(s) must be self starters with excellent customer service skills. They are integral to the success of the conference, so we need individuals who will be responsible and motivated to assist where/when needed. Inquire with UPPO management for dates/hours assistant is expected to be present and assisting per event. ADVERTISING OPPORTUNITY Advertisement in Conference Program - $1,000 (unlimited) advertisement. Ad deadline is Jan. 19 Excludes attendee list 7

UPPO SCHOLARSHIP PROGRAM UPPO s Scholarship Program was established in 2012 to assist UPPO members and members dependents who plan to continue their education in college or vocational school programs. Two renewable scholarships are awarded each year to a deserving applicant attending an accredited institution of the student s choice. To fund the scholarship program, UPPO hosts an event at the annual conference. PIRATE BOAT TOUR The Pirate Boat Tour will attract approximately 120 participants and is a fun and unique way conference attendees can engage with your brand. UPPO will host the Pirate Boat Tour the afternoon of Monday, March 5, 2018. Below are the descriptions for the available sponsorships. Pirate Boat Sponsorship $1,000 Company logo included on signage welcoming participants on the tour Company logo included on signage in the pirate boats Company logo included on event ticket provided to participants Sponsor s staff allowed to welcome participants on to the boat wearing branded clothing advertisement. Ad deadline is Jan. 19 SOLD Snacks & Beverages Sponsorship $1,000 Company logo included on sign where snack bags are distributed Company logo included on snack bags Company logo included on event ticket provided to participants Sponsor s staff allowed to welcome participants while handing out the snack bags advertisement. Ad deadline is Jan. 19 CORPORATE SCHOLARSHIP Sponsorship Opportunities Announce scholarship winner during Annual Conference welcome remarks Logo in UPPO home page banner ad (active for November and December) Professor $200 5 sponsorhips President $500 3 sponsorhips Chancellor $1,000 1 sponsorhip Logo included in November and December UPPO Member Update n n Annual Conference name badge ribbons for all attendees of company n n Logo included in all scholarship-related emails n n Logo included on scholarship webpage n n n Company name included on sponsor signage at the Annual Conference n n n Recognized in Annual Conference attendee program n n n Acknowledged during Annual Conference welcome remarks n n n n n 8

EXHIBIT/SPONSORSHIP APPLICATION Sponsorship Welcome Reception Sponsor - $15,000 Special Event Dinner Sponsor - $10,000 Complimentary Internet Sponsor - $7,500 Attendee Snack Kit Sponsor - $5,750 Special Event Entertainment Sponsor - $5,000 First Time Attendee Orientation and Reception Sponsor - $5,000 Break Sponsor - $5,000 Registration Desk Sponsor - $5,000 Conference Materials Sponsor - $5,000 Room Keys Sponsor - $4,000 Print Station Sponsor - $3,500 Charging Station Sponsor - $2,750 Corporate Sponsor - $2,350 Conference Assistant Sponsor (in-kind sponsorship) Advertisement in Conference Program - $1,000 Scholarship Program Pirate Boat Cruise Sponsor - $1,000 Scholarship Program Pirate Boat Snack Sponsor - $1,000 Corporate Sponsorship Professor - $200 President - $500 Chancellor - $1,000 Exhibit Fee Schedule Member Nonmember Before 1/8/18 $3,450 $3,950 After 1/8/18 $4,050 $4,550 Double Exhibit Space Before 1/8/18 $6,700 $7,200 Double Exhibit Space After 1/8/18 $7,150 $7,650 Exhibit Space Single Double Booth Attendees 1. 3. (double space only) 2. 4. (double space only) What companies should not be placed next to your exhibit space? What companies would you like placed next to your exhibit space? Company name and address will appear in all conference materials as it s printed below. If it is desired to include a 50-word description about the services and products your company offers, please provide to shannon@uppo.org by Dec. 1, 2017. Company Name Contact (individual to receive communication) Email (individual to receive communication) Contact (to be listed in onsite materials w/ email) Email (to be listed in onsite materials w/ email) Address City, State, Zip Phone Method of Payment n Check n MasterCard n Visa n American Express n Other: Credit Card Number Exp Date CVV Billing Address for Credit Card Name on Card Signature Please return to UPPO with full payment to 8441 Wayzata Blvd, Ste 270, Golden Valley, MN 55426 or via email to Shannon Wild at shannon@uppo.org. Please include company logo with form. Exhibit agreement will be sent upon receipt of application, if applying for exhibit booth. 9

MARK YOUR CALENDARS! MARCH 24-27, 2019 Sheraton New Orleans New Orleans, La.