Sponsorship

Underwriting and sponsorship opportunities

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.

1,300+ CFA Society North Carolina members

500+ investment community non-members opted-in to our mailing list

500 plan sponsor contacts and over 250 family office contacts

1,800+ 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 Dinner. 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 investment organization such as the CFA Society North Carolina. Sponsor options:

Annual Outlook DinnerCUSTOM
Limit 2 per year
TBD
PLATINUM
Limit 4 per year
$5,000
Table for 101 front row
Sponsor recognition in event programFull 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 101 front row
Sponsor recognition in event programFull 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 website12 months12 months
Student Membership Events
Research Challenge sponsor table at event
COVID-19 UPDATE

At CFA Society North Carolina, our top priority is always the health and safety of our employees, members, candidates, and stakeholders for the areas we serve.


The novel coronavirus (COVID-19) outbreak remains a very fluid situation, and please be assured that we are monitoring the effects to health, safety, and travel mobility.  We seek to make decisions that: prioritize the health and safety of everyone involved; are informed by data; are fair and equitable in their treatment of all concerned parties; and that are viable and sustainable. We understand that this remains a stressful and trying situation, and we ask for your understanding as we seek to make decisions in a timely and well-informed manner.