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Integrated Sponsorship Opportunities with National & Regional Exposure

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

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IR Budgets Range from $335,000 to $1.5 Mil l ion Annually

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Integrated Sponsorship Opportunities with Expanded Reach Across Canada

You want to raise your brand awareness and share your expertise with investor relations professionals across Canada. We can make that happen!

New this year, CIRI is offering integrated sponsorship opportunities that provide you with national and regional exposure to the investor relations community.

– Integrated Sponsorship Opportunities . . . . . . . . . . 2

CIRI Audience. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3

National Strategic Partner. . . . . . . . . . . . . . . . . . . . . 6

– Platinum Sponsor. . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

– Gold Sponsor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8

– Silver Sponsor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

– Silver Sponsor, Essentials of IR & IR Certification Program. . . . . . . . . . . . . . . . . . . . . 1 0



25%

28%25%

5%

17%

Corporate Members by Roles

Vice President

AVP/Director

Manager

Analyst

Other

Based on CIRI’s 2013 Member Needs Survey

30%

19%14%

14%

23%

Corporate Members By Industry

Mining

Oil & Gas

Diversified

Financial Services

Other

We can get you in front of:

- 54% of the TSX Composite Index

companies are members

- 47 of the TSX 60 Index companies are

members

- >2,000 individuals in the investor

relations community

Based on CIRI’s 2013 Member Needs

Survey, IROs want to learn more about

you. Here’s how:

- By exhibit ing at CIRI’s Annual

Conference and the Essentials of IR

- CIRI.org (Homepage ads, Supplier

Central) - Digital publications: IR leader, IR focus

and wIRed ads

7% 4%

21%

68%

Corporate Member By Market Cap

< $25 M

$25 M to $99 M

$100M to $1 B

$1 B+

CIRI AUDIENCE



0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%IR Website

Relations with buy-side/sell-side (analysts/investors/managers)

Shareholder identification/analysis

Event Planning (e.g., roadshow, site visits)

Presentations to analysts/investors/managers

News releases

Quarterly conference calls

Retail investor relations

Shareholder meetings, incl. AGM

Research (e.g., perception audits, intelligence)

Annual report

Quarterly reports

Presentations/reports to the Board

Media relations

Compliance with securities regulators

Governance/disclosure policy

Shareholder administration

Monitoring social media sites

Use social media tools for IR

MD&A

Financial analysis

Monitoring external databases (e.g., rating agencies)

Proxy solicitation

Corporate social responsibility (CSR) reporting

Debtholder relations

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



NEW 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. NSPs are thought leaders in their respective fields looking to enhance exposure to existing and new clients through visibility and opportunities to showcase expertise. 2017 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 2017 Conference Program Guide • Advanced attendee list with contact information

Thought Leadership and Engagement Benefits • Customized strategic IR session delivered by CIRI to NSP staff • 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 2017 event • Online survey of members; survey compiled by NSP and approved

by CIRI • Award (category to be agreed on) at the 2017 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

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. Includes branded signage and an archived webcast accessible throughout the year.

Signature Dinner (Monday) $27,000 Be part of the excitement at this long-standing conference favourite. Sponsor(s) will have the opportunity to address delegates with opening remarks and will be recognized with signage and corporate branded floor decals throughout the dinner venue.

CIRI offers high-value, comprehensive marketing packages centered on the Annual Conference (June 11-13, 2017 in Kelowna, BC) 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 - $27,000

2017 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

NEW 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 - $16,500

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. Research topics for 2017 to be confirmed. 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

NEW 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

Year-Round Advertising and Marketing Benefits • 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.

Branded Room Keys $11,000

This exclusive sponsorship offers wide-spread visibility with your logo and design on all CIRI delegate’s hotel room keys.

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

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

Year-Round Advertising and Marketing Benefits • Recognition as sponsor in the sponsor section on



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

2017 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 as

appropriate • 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

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

Year-Round Advertising and Marketing Benefits • Recognition as sponsor in the sponsor section on



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 Centred on the IR Certification Program Celebration Dinner $8,500 End of Program: June 2017

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

Networking Reception $7,500 Start of Program: September 2017

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

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