Exhibitor Information

The information in this section is designed to assist you in preparing to exhibit at IMPACT® 2009.

Exhibitor Package:
10’x10’ booth space (unless otherwise indicated)
Two complimentary conference registrations
Opportunity to purchase up to four additional conference registrations
Opportunity to list executives attending IMPACT in the onsite program guide
8’ back drape
3’ side rail
Carpet
6’ table (optional)
Wastebasket (optional)
Two chairs (optional)
One-time use pre-conference attendee list of opt-in attendees only
Opportunity to purchase a post-conference attendee list of opt-in attendees only


Key Deadlines:
May 5- June 15: Early Bird Registration ($875)
June 16-September 12: Standard Registration ($1,000)

June 30:  Exhibitor Print Deadline
Company description and executive appearance information are due.  Information received after this may appear in the addendum to the on-site program guide.

July 15: Exhibit Booth 50% Cancellation Fee
A $250 refund will be charged for booths cancellations made up until July 15, 2009. On July 16–August 13, exhibitors will be entitled to a refund of one-half of all fees paid by exhibitor as of the date of cancellation. The exhibitor will not be entitled to any refund for cancellation notices received on or after August 14, 2009.

July 15: Exhibitor Kits Available

Early August: Exhibitor Booth Numbers Assigned

August 20: Hotel Reservation Deadline
Conference room rates and availability are not guaranteed after this date.

August 28: Booth Package and Additional Display Components
Deadline for exhibitors to order booth packages, additional display components, furniture and electrical services.

September 4: Advanced Shipment Deadline
Exhibitors should ensure that all crates and packages will arrive at the advanced shipping warehouse by this date.

September 11: Onsite Shipment Deadline
Exhibitors must ensure that all crates and packages are scheduled to arrive at the San Diego Convention Center starting on this date.


Promotional Guidelines:By submitting your Exhibitor Agreement, you agree that your firm will adhere to the IMPACT® 2009 Exhibitor Rules and Regulations. For your convenience, we have summarized a few key promotional guidelines here:

"IMPACT® 2009" is a registered trademark of Charles Schwab & Co., Inc. If you wish to use the conference name in any of your materials, such as direct mail to the attendee list, you must first obtain prior written approval from IMPACT 2009. You may email your submissions to Leslie Tom. Please allow 10 business days for any decisions regarding approval. Please see parts 9.c and 9.i of the IMPACT 2009 Exhibitor Rules and Regulations for more specific information.
Exhibitors are prohibited from distributing literature, invitations, prospectus materials, newspapers, giveaways or any other such materials at the IMPACT 2009 Conference (including the San Diego Convention Center, any conference hotel or any other conference venue) other than in their allotted exhibit space. Please refer to the Exhibitor Rules and Regulations for more information.
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You may not use, among other names, "Charles Schwab & Co., Inc.," "Charles Schwab," “Schwab,” or “Schwab IMPACT” in any of your promotional materials.
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Booth giveaways must not exceed $25 in value. Exhibitor raffles are permitted at the sole discretion of IMPACT 2009, and all raffles must be approved in advance by IMPACT 2009. Drawings must be held off of the show floor. Prizes must be distributed off of the show floor. Raffle prizes may not exceed $100 in value.
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Exhibitor company information will be provided in the onsite conference guide in this format. Please provide the following during registration:

Exhibitor Contact Information:

Company Name
Address
Contact name and phone number
Contact email
Company Web site
Company Description:

Aim for a concise statement of up to 35 words. A straightforward, jargon-free description of your company and what it does is most effective.

Example:
Wedgewood Wealth Management
17 South Packard Drive, Suite 500
Chicago, IL 70707
Chad Walters, 555-555-5938
chad.walters@wedgewoodwmgmt.com
www.wedgewoodwmgmt.com

Wedgewood Wealth Management seeks to provide investment advisors access to the expertise of leading institutional portfolio managers. We have offered high-quality funds for equity-oriented investors since 1945.

Companies are not considered an exhibitor until their full payment has been received. Only paid exhibitors will receive an exhibitor kit, booth assignment and other pertinent information. Failure to comply may jeopardize your ability to exhibit at IMPACT 2009.


The Expo Showcase:
The Expo Showcase, formerly known as Schwab Advisor Solutions Showcase, is an exclusive opportunity to maximize your exposure by getting in front of your target audience of registered investment advisors to promote your company, products and services.

For more information, contact Joe Pellissier.


Show Services:
Show services will be provided by Champion Exposition Services.


Sponsorship Opportunities:
For more information regarding additional sponsorship or marketing promotional opportunities at IMPACT 2009, please contact Joe Pellissier.


See Rules and Regulations