Thanks for Your Interest

Exhibiting at IMPACT provides an opportunity for your company to access industry leaders, strengthen your brand awareness, and introduce new products and services.

Before registering, please review audience demographics, sponsor and exhibitor packages, additional sponsorships, and frequently asked questions listed below.

When you're ready, register your company as an IMPACT 2014 sponsor or exhibitor. All complete registrations are subject to approval and will remain in a pending status until approved by Schwab.

IMPACT is an annual conference held for independent registered investment advisor (RIA) clients of Charles Schwab & Co., Inc. It is considered the premier benchmark event for the RIA industry, with world-class keynote speakers, education sessions, networking opportunities, and industry exhibits. IMPACT is held in a different city each year, alternating between eastern and western locations.

  • 1,500–1,700 Registered Investment Advisors
  • 75–100 Independent Retirement Plan Providers
  • 300 exhibiting companies
  • 250 Schwab employees and senior managers
  • Journalists from leading financial services publications

Registered investment advisors attend this conference to network with peers and be inspired by industry leaders and experts. They learn new concepts and techniques to help manage and grow their businesses by attending their choice of more than 65 educational sessions, listening to keynote speakers and talking with exhibitors and peers in The Exchange. Session topics include practice management strategies, compliance and regulatory issues, investment strategies, financial planning tools, and technology solutions. The Exchange serves as the conference hub, hosting exhibitors, receptions, and conference services.

Attending advisory firms vary in size from sole practitioners to organizations of 25–35 employees. Assets under management range from less than $25 million to more than $5 billion per firm.

Attending RIAs report that they generally serve affluent clients with $500,000 to $5 million in investable assets.

Assets Under Management Gender
Role First Time
Actively Advising Retirement Plans Tenure in Industry
Firm Size Age
Region

IMPACT®2013 attendee's self-reported registration data as of 11/21/2013

  • Sole sponsor in category
  • Opportunity to nominate a speaker for a 75 minute education session as either a solo speaker or as a panelist (topic, speaker, session title and session description to be agreed upon by Schwab)
  • 20’x20’ exhibit space
  • First category to select exhibit booth placement
  • Six (6) full conference registrations
  • Opportunity to purchase up to six (6) additional full conference or day pass registrations
  • A two-time use of the pre and post attendee list for a direct mail and email campaign that includes the name, company name, business title, email address and business address of attending advisors and independent retirement plan providers who did not opt-out from being contacted
  • Sole sponsor recognition in Save the Date email (estimated quantity: 37,000)
  • Priority logo placement in select conference print, electronic and on-site materials
  • 100 word company description in conference program guide and website
  • Hyperlink to your company website from the IMPACT website
  • Full-page, inside front cover, four color advertisement in conference program guide
  • Mobile App banner advertisement (restrictions apply)
  • Invitation for four (4) representatives to attend the Sponsor Reception
  • Opportunity to nominate a speaker for a 75 minute education session as either a solo speaker or as a panelist (topic, speaker, session title and session description to be agreed upon by Schwab)
  • 10’x20’ exhibit space
  • Opportunity to purchase additional 10’x10’ units at additional fees
  • Second category to select exhibit booth placement
  • Six (6) full conference registrations
  • Opportunity to purchase up to six (6) additional full conference or day pass registrations
  • A one-time use of the pre and post attendee list for a direct mail and email campaign that includes the name, company name, business title, email address and business address of attending advisors and independent retirement plan providers who did not opt-out from being contacted
  • Priority logo placement in select conference print, electronic and on-site materials excluding the save the date
  • 100 word company description in conference program guide and website
  • Hyperlink to your company website from the IMPACT website
  • Full-page, black and white, interior advertisement in conference program guide
  • Invitation for four (4) representatives to attend the Sponsor Reception
  • Opportunity to nominate a speaker for a 75 minute education session as either a solo speaker or as a panelist (topic, speaker, session title and session description to be agreed upon by Schwab)
  • 10’x10’ exhibit space
  • Opportunity to purchase additional 10’x10’ units at additional fees
  • Third category to select exhibit booth placement
  • Four (4) full conference registrations
  • Opportunity to purchase up to six (6) additional full conference or day pass registrations
  • A one-time use of the pre and post attendee list for a direct mail and email campaign that includes the name, company name, business title, email address and business address of attending advisors and independent retirement plan providers who did not opt-out from being contacted
  • Priority logo placement in select conference print, electronic and on-site materials excluding the save the date
  • 100 word company description in conference program guide and website
  • Hyperlink to your company website from the IMPACT website
  • Full-page, black and white, interior advertisement in conference program guide
  • Invitation for two (2) representatives to attend the Sponsor Reception
  • 10’x10’ exhibit space
  • Opportunity to purchase additional 10’x10’ units at additional fees
  • Fourth category to select exhibit booth placement
  • Four (4) full conference registrations
  • Opportunity to purchase up to four (4) additional full conference or day pass registrations
  • A one-time use of the pre and post attendee list for a direct mail and email campaign that includes the name, company name, business title, email address and business address of attending advisors and independent retirement plan providers who did not opt-out from being contacted
  • Priority logo placement in select conference print, electronic and on-site materials excluding the save the date and conference email campaign
  • 50 word company description in conference program guide and website
  • Hyperlink to your company website from the IMPACT website
  • Half-page, black and white, interior advertisement in conference program guide
  • Invitation for two (2) representatives to attend the Sponsor Reception
  • 10’x10’ exhibit space
  • Opportunity to purchase additional 10’x10’ units at additional fees
  • Fifth category to select exhibit booth placement
  • Four (4) full conference registrations
  • Opportunity to purchase up to four (4) additional full conference or day pass registrations
  • A one-time use of the pre and post attendee list for a direct mail campaign that includes the name, company name, business title, and business address of attending advisors and independent retirement plan providers who did not opt-out from being contacted
  • Priority logo placement in select conference print, electronic and on-site materials excluding the save the date and conference email campaign
  • 35 word company description in conference program guide and website
  • Hyperlink to your company website from the IMPACT website
  • Half-page, black and white, interior advertisement in conference program guide
  • Invitation for two (2) representatives to attend the Sponsor Reception
  • 10’x10’ exhibit space
  • Opportunity to purchase additional 10’x10’ units at additional fees
  • Sixth category to select exhibit booth placement
  • Four (4) full conference registrations
  • Opportunity to purchase up to four (4) additional full conference or day pass registrations
  • A one-time use of the pre and post attendee list for a direct mail campaign that includes the name, company name, business title, and business address of attending advisors and independent retirement plan providers who did not opt-out from being contacted
  • Logo and/or text recognition in select conference print, electronic and on-site materials excluding the save the date, direct mail invitation and conference email campaign
  • 35 word company description in conference program guide and website
  • Hyperlink to your company website from the IMPACT website
  • Invitation for two (2) representatives to attend the Sponsor Reception
  • 10’x10’ exhibit space
  • Exhibit booth placement assigned by Schwab
  • Two (2) full conference registrations
  • Opportunity to purchase up to four (4) additional full conference or day pass registrations
  • A one-time use of the pre and post attendee list for a direct mail campaign that includes the name, company name, business title, and business address of attending advisors and independent retirement plan providers who did not opt-out from being contacted
  • Logo placement within exhibitor directory accessed via the conference website
  • 35 word company description in conference program guide and website
  • Hyperlink to your company website from the IMPACT website
  • Schwab provided turnkey kiosk (3’x3’x12’ estimated dimensions)
  • Exhibit kiosk placement assigned by Schwab
  • Two (2) full conference registrations
  • Opportunity to purchase up to two (2) additional full conference or day pass registrations
  • A one-time use of the pre and post attendee list for a direct mail campaign that includes the name, company name, business title, and business address of attending advisors and independent retirement plan providers who did not opt-out from being contacted
  • Logo placement within exhibitor directory accessed via the conference website
  • 35 word company description in conference program guide and website
  • Hyperlink to your company website from the IMPACT website

*This opportunity is exclusive for participants on the Schwab OpenView MarketSquare™ platform, a product of Schwab Intelligent Technologies™.

The Schwab OpenView Gateway and Schwab OpenView MarketSquare are products of Schwab Intelligent Technologies (”SIT”) and Charles Schwab & Co., Inc. are separate companies affiliated as subsidiaries of The Charles Schwab Corporation, but their products and services are independent from each other.

Download a PDF of this table here.

Benefit Applies to Category

Upgrade Requires Additional Fees

  Marquee
$130,000
Premier
$115,000
Diamond
$100,000
Gold
$60,000
Silver
$35,000
Bronze
$25,000
Exhibitor
$15,000
Schwab OpenView MarketSquare™ Kiosk*
$7,500
20' x 20' Exhibit Included Upgrade Upgrade Upgrade Upgrade Upgrade    
10' x 20' Exhibit   Included Upgrade Upgrade Upgrade Upgrade Upgrade  
10' x 10' Exhibit     Included Included Included Included Included Kiosk Only
Full Conference Registrations 6 6 4 4 4 4 2 2
Education Session Speaker Included Included Included          
Category Exclusivity Included              
Save-the-Date Email Logo              
Email Campaign Logo Logo Logo          
Invitation Logo Logo Logo Logo Logo      
Website Landing Page Logo Logo Logo Logo        
Website Sponsor Tab Logo Logo Logo Logo Logo Logo    
Hyperlink Included Included Included Included Included Included Included Included
Program Guide Inside Front Cover Ad Included              
Program Guide Interior B&W Full-Page Ad   Full-Page Full-Page          
Program Guide Interior B&W Half-Page Ad       ½ Page ½ Page      
Program Ad Upgrade to Full Page N/A N/A N/A Upgrade Upgrade      
Program Guide Sponsor Recognition Logo Logo Logo Logo Logo Logo Text Text
Mobile App Ad Included              
On-Site Signage Logo Logo Logo Logo Logo Text    
General Session Walk-In Loop Included Included Included          
One-Time Use Pre-Attendee Mailing List 2x Included Included Included Included Included Included Included
One-Time Use Pre-Attendee Email List 2x Included Included Included        
One-Time Use Post-Attendee Mailing List Included Included Included Included Included Included Included Included
One-Time Use Post-Attendee Email List Included Included Included Included        
Company Description Program Guide 100 Word 100 Word 100 Word 50 Word 35 Word 35 Word 35 Word 35 Word
Company Description Website 100 Word 100 Word 100 Word    
Sponsor Reception Attendees 4 4 2 2 2 2    

Categories and benefites are subject to change and/or availability. Upgrade = additional fees.

* Schwab OpenView MarketSquare platform participants only.

If you are interested in additional sponsorship opportunities to increase your company's presence at IMPACT directly.

Additional sponsorship opportunities include advertising in conference materials, branding conference merchandise, and sponsoring networking events, receptions, meals, and services. We also encourage you to bring forth new ideas for our consideration.

Pricing will range pending the sponsor or exhibitor package. See Sponsor & Exhibitor Packages.

If you are interested in additional sponsorship opportunities to further your company's presence at IMPACT contact us directly.

Email us and we'll send you a speaker nomination form.

The Exchange is open at all times with the exception of General Session.

A full-conference or day-pass allows exhibitors to attend educational sessions, meals, and social events. Advisors and third-party administrators will be given priority seating in the education sessions.

All private events held during IMPACT must end 15 minutes prior to—or commence no earlier than 15 minutes after—the scheduled IMPACT activity. No function may be held on the premises of Colorado Convention Center at any time without Schwab approval.

Additional representatives can register at the standard conference rate of $1,150. Early-bird rates of $999 will apply from June–August 2014 (cut off dates to be made available).

Please refer to Sponsor & Exhibitor Packages to view the number of registrations your package allows. Schwab reserves the right to limit the number of attendees of an exhibiting company.

Approved companies may begin registering attendees in June 2014 via the Sponsor & Exhibtor Resource Center. Attendees must be affiliated with an approved sponsoring or exhibiting company to attend.

Unfortunately, we cannot accommodate exhibitor guests for social events that are not arranged in advance or included in your company’s registration allotment.

Booth numbers will be assigned in August and will be available for viewing via the Sponsor & Exhibitor Resource Center.

The use of Charles Schwab in marketing collateral is prohibited. Exhibitors who wish to reference IMPACT must have their direct mail piece approved by IMPACT prior to production and mailing. Forward your direct mail piece or your request for a high-resolution IMPACT logo. Please allow 5–8 business days for approval.

Approved exhibitors may access the exhibitor kit via the Sponsor & Exhibitor Resource Center.

The registered pre-attendee list will be made available on or around October 3, 2014 via the Sponsor & Exhibitor Resource Center.

Booths must be "show-ready" by 3:30 p.m. on Tuesday, November 4, 2014. If your booth is not set up by this time, the contracted show decorator will set it up and additional expenses will be incurred by your firm. Booths may not be set up on Wednesday, November 5, 2014.

To access your invoices, please log onto Sponsor & Exhibitor Resource Center.