Corporate Partner Update

Welcome

• Deanne Mariṅo, ABIA Executive Director• Jennifer Hatten, ABIA Vice President

2015 ABIA Annual Conference

• ABIA’s Annual Conference is the place your peers and clients come to learn and evaluate new tools. You also make valuable connections.

• It is an opportunity to discuss challenges while achieving growth with an emphasis on best practices.

• The Annual Conference is SOLID industry resource.

The VenueJW Marriott Grande Lakes

Attendees

• Many new faces because of new membership initiative• More aggressive communications and outreach• Study Groups• Targeting Decision Makers and Featuring New

Compliance Track for 2015

The Partner Experience

• New Corporate Partner Format• More Networking Opportunities• Off-Site Entertainment for Client Dinners• Marketplace Environment• Reverse Exhibit Hall for Designated Providers

Networking

• Two Networking Receptions• Marketplace• Reverse Exhibit Hall – Follow Up Meeting for Invited

Participants• Concurrent Sessions• Study Groups• Golf

ABIA Annual Golf Tournament

Ritz-Carlton Golf Course Greg Norman Signature Course

ABIA Annual Golf Tournament

• Slots still available. $175 to play. Club and shoe rental available.

• Tee time at 8:00 am ET at the Ritz-Carlton Golf Club.• Register today by calling 1-800 BANKERS• The Ritz-Carlton Golf Club Grande Lakes is a Greg

Norman signature course that meanders through a diverse ecosystem of ponds, wetlands and natural marshes.

Marketplace

General Session Ballroom

Table Assignments thru 9/15

1 – ABA

2 – Mutual of Omaha

3 – SourceLink

4 – Assurant

5 – Transamerica

6 – Securian

7 – Coverdell

8 – Beazley

9 - AIG

10 – SDBIC

11 – TLC & Associates

13 – Stillwater Insurance Group

14 – MetLife

15 – DRIASI

16 – ANICO

17 – American Modern

18 - Affinion

19 – AON Integramark

20 - Mintel

Marketplace Logistics• Set up Monday, October 12- 8:00 am – 5:00 pm.• Dismantle Wednesday, October 14 – 10:30 am – 1:00 pm.• Tabletops – 10 feet of space, enough room for pop-up displays• 6 foot table, skirted. You may bring your logo skirt if available. You do not

have to bring a table• Chairs available by request• Storage area will be directly across from ABIA offices immediately downstairs

from the main meeting space• If you need power or special A/V needs, let ABIA know and we will provide you

with an order form from PSAV.

Marketplace Participants Receive the Following

• A six-foot skirted table to display corporate info, hold product demos, etc. You may request a tall boy table

• 50 word company description and contact info in the final program• Company’s name on Conference Website• Complimentary Pre-and Post Conference Attendee List• Details Uploaded in ABIA Conference App• Networking and New Contact Opportunities• New Product Launch Opportunities

Set-Up and Shipping Details

• To ship your booth contents, collateral and related items, please adhere to the following shipping parameters.

• This is important so the hotel and ABIA staff can identify your items over the weekend prior to the conference.

• Please make sure your packages arrive by October 9, 2015.• Packages will be stored in the hotel’s package room.

ShippingCorporate Partners for the ABIA Annual Conference should

include the following on their packages for shipment.

JW Marriott Orlando, Grande Lakes

4040 Central Florida Parkway

Orlando, FL 32837

Attention (onsite contact contact name for org/org name)

Package __ out of __totalABIA Annual Conference October 12-14, 2015

Contact Information

• ABIA/ABA Onsite Contact: Jen Whelan Morris– For anything hotel related we will always go to Jen first who will

interface exclusively with the hotel and its team– If you have any issues, please let us know ASAP so we can

escalate to Jen

• JW Marriott Hotel Contact: Lloyd Doubleday

Other Details

• Register your team if you have not already.• Ship your packages directly to the hotel for arrival.• Label your items CLEARLY so they can be found.• Keep in mind the October 9 date so you will not be

charged a storage fee.

2015 ABIA Annual Conference Recap

• Program packed with learning opportunities, more concurrent sessions including a compliance track.

• Highly interactive Marketplace.• First time Reverse Exhibit Hall for those Corporate

Partners who qualify.

Contact

Jennifer HattenVice President, ABIADirect Dial, 202-663-5521

Cell, 202-355-3748

Deanne MariṅoExecutive DirectorDirect Dial, 202-663-5072

Cell, 202-731-5521

Conference Website and Twitter

ABIA Annual Conference Website:

aba.com/ABIAAC

Follow us on Twitter: @theABIA

Conference Hashtag: #ABIAconf