Dear corporate partner. Timelines and Checklist. Lo n sd ale an d IOOF Allian ces Co n f eren ce Jenny McLean. Alex Manley

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2 Dear corporate partner We are delighted that you will be joining us for the 2014 Lonsdale & IOOF Alliances annual conference in Ho Chi Minh City, Vietnam. The following document details the information required for you and your team to register, manage your session and capitalise on the additional networking opportunities within the program. The checklist below should assist you in finalising your arrangements. Please contact either myself or Alex Manley if you have any questions. Thank you again for your participation. Jenny McLean Marketing Manager Lonsdale Financial Group Ph: Alex Manley Events Manager IOOF Holdings Ltd Ph: Timelines and Checklist Due Date Task Refer to Page Complete From today Register and arrange flights for your attendees 5 Friday 25 July Presentation summaries due 6 Friday 16 August Submit logo and company profile for conference web-app 7 Monday 1 September Draft presentation due on conference template 8 Monday 1 September Adviser selection for dinner due 9 Monday 1 September Speaker requirements due 7 Monday 1 September Copy of electronic communication to be submitted for approval 9 Wednesday 3 September Corporate Partner delegate and speaker registration closes 5 Monday 29 September Final presentation on conference template due 8 2

3 Conference details Conference Venue InterContinental Asiana Saigon Ho Chi Minh Corner Hai B Trung St. & Le Duan BI, Ho Chi Minh City Vietnam Click here to view venue details Getting there Flights are not included as part of your corporate partner package. You will need to make your own travel arrangement to Ho Chi Minh City. ETM will be able to assist you with any flight requirements you may have. Please contact Melanie Combe or Danielle Sampson on or Transfers to and from the airport to InterContinental Asiana Saigon are available on the conference dates only (18 22 October). If you are planning to extend pre/post conference, ETM can arrange airport transfers at your own cost. 3

4 Conference inclusions Benefits Dependant on your level of partnership, major opportunities include: structured presentation, either workshop or plenary prominent logo representation promotional stand in corporate partner area logo and company profile in conference web-app designated financial planner selection for dinner at conference provision of delegate list for pre-conference communication dedicated onsite staff member to maximise your involvement conference delegate package in twin share room, single room upgrade is available Inclusions for delegates Your partnership includes: accommodation for each delegate for the duration of the conference all organised meals throughout the duration of the conference invitation to attend all organised functions and activities, providing you with maximum opportunities to network with our financial planners Key contacts For enquiries relating to your partnership entitlements, additional delegates, presentation or material queries, please contact: Jenny McLean Marketing Manager Lonsdale Financial Group Level 6, 161 Collins St Alex Manley Events Manager IOOF Holdings Level 22, 207 Kent St Melbourne VIC 3000 Sydney NSW 2000 Tel: (03) Tel: (02) For accommodation enquiries, extensions or flight assistance, please contact: Danielle Sampson Melanie Combe ETM Event Travel Management ETM Event Travel Management Level 2, 271 Collins Street Level 2, 271 Collins Street Melbourne, VIC, 3000 Melbourne, VIC, 3000 Tel: or Tel: or

5 Registration Registration is now open. Please click here to register your attendance. Registration closes Wednesday 3 September 2014 Corporate partner delegates Attendance based on your partnership level, including twin share accommodation for four nights, arriving Saturday 18 October and departing Wednesday 22 October is included in your corporate partner package. Corporate partners may upgrade to single room accommodation for an additional cost of $150 per person, per night. Please indicate single accommodation upgrades when completing your registration. You will be invoiced for this additional amount by our conference manager, ETM - Event Travel Management. Additional delegates Depending on your level of partnership you are entitled to register additional delegates. Upon registering your delegates, ETM will invoice you accordingly. Principal partner Business partner Associate partner Number of complimentary delegate registrations (inclusive of accommodation but excluding airfares) Maximum number of delegates that can attend (additional cost of $5,000 per additional delegate) Corporate partner speakers Presenters staying two nights or less at the conference are not included in your delegate numbers. Upon registering your speaker, please advise of their arrival and departure dates so that we can allocate accommodation. Speakers who are not registered will not receive a name tag or entry to catered functions. Corporate partner speakers will be allocated a twin share room unless otherwise specified. Should your speaker register for the entire conference (in addition to your complimentary delegates) they will be counted as an additional delegate and charged for attendance. Corporate partner delegates and speakers are required to register themselves before Wednesday 3 September. Please note you will require a credit card to complete registration. Your credit card will not be charged and is required by the hotel to have on record. 5

6 Presentation synopsis submission Due Date: Friday 25 July Guidelines Our theme for this year s conference is opportunity awaits, please keep this in mind and try and link your topic back to this. As in previous years, the conference will include plenary and workshop forums and we are looking for a broad range of topics that are relevant, fresh and current. Plenary spots will be given to those that put forward unique and high calibre speakers, bringing new ideas and thought provoking content to our financial planners. Our workshop sessions are a great way to present in front of a captive audience, and delve deeply into case studies, investment philosophies and practice development ideas. They will be themed as below: Stream A Strategic Advice and Accountant including Superannuation and SMSF strategy, Estate Planning, Aged Care, Accountant/Tax related sessions Stream B Investment and Risk Including Economic, Asset Class and Risk Insurance sessions Stream C Practice Management Including Xplan, Marketing, Business Growth, Social Media, Business Planning sessions We ask you only to submit presentations that are new and have NOT been presented at any past Lonsdale event. It would be our preference that they have not been presented anywhere before. Our preference and priority for speakers will go to Technical Specialists, Investment & Risk Specialists, Practice Development Managers, Senior Development Managers and Economists. As we are in Vietnam, this would also be a great opportunity for fund managers to utilise resources based in the emerging markets region. Please complete the presentation submission form and return to Jennifer.McLean@ioof.com.au by COB Friday 25 July 2014 If you will not be submitting or attending the conference, please also advise by COB Friday 25 July 2014 Once received, your submission will be forwarded to our Committee for review and approval. Please note all presentations need to be a maximum of 45 minutes long and include 5 minutes for Q&A. Should you have any questions or require further information regarding the submission process please contact either myself or Julia Skull (jskull@lonsdale.com.au). 6

7 Conference web-app Due Date: Friday 16 August 2014 Presentation synopsis and speaker bios Your presentation synopsis and speaker biography will be used to promote your session in the conference web-app and workshop selection form for delegates. We encourage you to make the most of this opportunity, as it will be the key selling factor for your session when delegates are selecting their workshop agenda. Please submit the following details to by Friday 16 September. session title speaker name and position outline of presentation (1-2 paragraphs or 100 words) speaker bio your delegates (including full name, business title, preferred contact number and address) AV requirements Logo and company profile You are entitled to include your logo and company profile in our conference web-app. Please submit your logo in high res Jpeg format. Please submit these details to by Friday 16 August 7

8 Presentations Draft presentation Due Date: Monday 1 September 2014 We will supply you with a PowerPoint template to submit your presentation. Content text for presentations should be black, Arial font. Please ensure that you forward your draft presentation to Jenny McLean via Jennifer.McLean@ioof.com.au by Monday 1 September. Final presentation Due Date: Monday 29 September 2014 Final presentations are due on the conference template no later than COB Monday 29 September. All presentation should use a 16:9 format as per the conference template. Video clips should be embedded in the presentation, with a separate video file also attached. Presentations will not be included in the conference web-app. However these will be available on the Lonsdale Associate websites to download in PDF version post the Conference. 8

9 Sponsorship Inclusions Due Date: Monday 1 September 2014 Organised activities All corporate partners and speakers present on the day are invited to participate in the organised activities. welcome function Presidential Palace Cu Chi Tunnels tour corporate partner dinner Binh Quoi Village celebration and awards dinner Saigon Botanical Garden Dinner Binh Quoi Village You are invited to nominate a selection of financial planners you would like to network with whilst away. We will endeavour to partner you with a selection of these financial planners at the dinner. Please submit these details to Jennifer.McLean@ioof.com.au by Monday 1 September Delegate communication: pre-conference You have the opportunity to send a single electronic communication to delegates two weeks pre-conference. Please submit this communication for approval to Jennifer.McLean@ioof.com.au prior to the communication going out. Corporate partner stands A trade stand area will be available to you for the duration of the conference. This area will include: A tall, cocktail road table (approx. 60cm in diameter) Single tiered brochure stand We encourage you to bring a banner to display behind the stand. Power supply will be available at some stands. Please advise if required. Delegate competition An exhibition passport is being provided to all delegates attending the conference. Delegates are encouraged to visit each exhibition stand and have their passport stamped. We also encourage corporate partners to hold their own competition. A Lonsdale and IOOF Alliances staff member will visit your stand after lunch on Tuesday to collect your winner s name. All winners will be announced at the closing plenary on Tuesday 21 October. Set up times: You can access the area from 1pm, Saturday 18 October. We ask that your area is finalised by 4pm, Saturday 19 October. Pack down times: You can begin packing down after the lunch on Tuesday 21 October. You are responsible to return freight your own items. 9

10 Freight Delivery on: Friday 17 October Delivery Due to customs limitations, we strongly recommend you bring all of your items with you to conference. If you are forwarding material for the corporate partner stands it is your responsibility to send your material to the InterContinental Asiana Saigon directly. Please ensure that you clearly mark your boxes and have them delivered no earlier than Monday 13 October. Important InterContinental Asiana Saigon will not accept deliveries prior to Monday 13 October 2014 and all items must be removed from the complex no more than 48 hours post event. Please find below the address details. Please ensure that you clearly mark your material with your business name and Trade Stand. To: InterContinental Asiana Saigon Attention: Pham Thi Quynh Nhu Michelle (Ms) - Assistant Events Manager 2014 Lonsdale & IOOF Alliances Annual Conference (18 22 October, 2014) Corner Hai Ba Trung St. & Le Duan Blvd, District 1, Ho Chi Minh City, Vietnam The hotel will endeavour to take all possible care but accepts no responsibility for damage, loss or theft of equipment, merchandise or other property brought onto or left on the premises prior to, during and / or after the event. 10