OVERVIEW
Partnering with CFA Society North Carolina, either as an underwriter or a sponsor, positions your company in front of our constituents, providing exposure to and interaction with this targeted group of high-profile individuals over half of which work for the top 50 largest financial institutions in our industry.
1,500+ CFA Society North Carolina members
500+ finance and investment community non-members opted-in to our mailing list
500 plan sponsor contacts and over 250 family office contacts
1,800+ finance and investment professionals from supplemental database
BECOME A PARTNER
To discuss sponsorship/underwriting opportunities, please contact our executive director.
UNDERWRITING
As an underwriter, you can support individual general events such as the Outlook Event. These high profile events attract over 400 participants and garner publicity statewide. Underwriter options:
GENERAL EVENTS
- Premium Seating for 10 (front of room)
- Premium logo positioning in the event program
- Premium logo positioning in the welcome screen slide show
- Firm logo on table sign
- Preferred Seating for 10 (middle of room)
- Preferred logo positioning in the event program
- Preferred logo positioning in the welcome screen slide show
- Firm logo on table sign
- Seating (Rear of room)
- firm logo on signage at cocktail reception tables
- firm logo on signage at cocktail reception buffets
- firm name on card at each table
- add your Podcast to our Podcast Central
- firm name on card at each table
SPONSORSHIP OPPORTUNITIES
As a sponsor, your annual pledge of support will assist the CFA Society North Carolina in its ongoing effort to provide high-quality programming to its members. It will also identify your firm as one that understands the need to support the highest standards in the financial services industry by endorsing a professional organization such as the CFA Society North Carolina. Sponsor options:
| Annual Outlook Event | CUSTOM Limit 2 per year TBD | PLATINUM Limit 4 per year TBD |
|---|---|---|
| Table for 10 |  | 1 front row |
| Sponsor recognition in event program | | Full page ad |
| Sponsor recognition in social media | | |
| Reception event sponsor marketing table | | |
| Sponsor recognition in event emails | | |
| Limited info/access to event attendee list | | |
| Annual Social/Charter Award Ceremony | ||
| Table for 10 | | 1 front row |
| Sponsor recognition in event program | | Full page ad |
| Sponsor recognition in social media | | |
| Monthly Luncheon/ Networking Events | | |
| Opportunity to give company presentation | | |
| Recognition as sponsor at designated level | | |
| Attendance at any lunch/ networking event | | |
| Other Advertising Benefits | ||
| Sponsor recognition on society website | 12 months | 12 months |
| Student Membership Events | ||
| Research Challenge sponsor table at event | | |
