The following information pertains to sponsor attendees only. If you are an advisor or employee, please visit the FAQs.
 

SPONSORS

On behalf of Private Advisor Group, thank you for your continued partnership and sponsorship of our events. Because of you, we are able to offer some of the best events in the profession to our incredible advisors.

REGISTER

Registration is closed for this year's Annual Conference. Please contact marketing@privateadvisorgroup.com with any questions.

Step 1

CONFERENCE REGISTRATION

Start by completing your conference registration. Each attendee needs to complete the conference registration form.

Step 2

HOTEL RESERVATION

Make your reservation using the dedicated booking link. You are responsible for hotel room charges for all nights.

SPONSOR FAQS

The below FAQs are specific to sponsors. Please visit the FAQs for general information applicable to all attendees.

GENERAL

How do I register for the event?
Register here.

What is the registration fee for sponsors attending the event?
Attendance at the event is included in your sponsor package. There is no additional registration fee to attend this event.

When is the registration deadline for sponsors?
Registration closes on Wednesday, March 22 at 11:59 p.m. ET.

How many attendees can we send?
Each sponsor can register up to three (3) attendees, including session speakers. If you have a specific need to register additional attendees, please contact marketing@privateadvisorgroup.com. Additional fees may apply.

Can sponsors bring a guest to the event?
The Annual Conference is a business conference intended for advisor networking and education, and is not designed for guest attendance. If you have additional questions, please contact marketing@privateadvisorgroup.com. A $550 registration fee will be assessed for any guest attendees.

What expenses are covered by Private Advisor Group?
Sponsors receive conference attendance and all event meals.

What expenses are not covered by Private Advisor Group?
Sponsors are responsible for all hotel nights before, during, and after the event; transportation to and from the event; meals and activities not included in the official event agenda; and local transportation and parking.

What activities can sponsors attend?
Sponsors are invited to attend all event sessions and activities.

CANCELLATION

How do I cancel my conference attendance?
To cancel your attendance, please complete the following steps:

  1. Cancel your conference registration by clicking the cancel registration link in your confirmation email, or by signing in. Navigate to the Cancel Registration step and select the X next to your Registrant Details.
  2. Cancel your hotel reservation by clicking the cancellation link in the Marriott confirmation email.

If you fail to cancel your conference registration more than 72 hours prior to the conference, you may be charged a late cancelation or no-show fee by Private Advisor Group.

If you fail to cancel more than 72 hours prior to your check-in date, you will be charged a no-show fee by the hotel.
 

TRAVEL & LODGING

Who should I contact to make my travel arrangements?
Sponsors are responsible for making their own travel arrangements. View the Agenda as you plan your travel. Please complete and confirm your conference registration and lodging prior to making any travel arrangements.

What is the cost of rooms at the hotel?
The discounted group room rate is $249 + taxes and fees per night. Sponsors are responsible for all hotel nights before, during, and after the event. 

Why am I being asked for a credit card when making my hotel reservation?
When making your hotel reservation, you will see the total cost for all nights of your reservation and be asked to provide a credit card. As a sponsor, you will be charged a one-night deposit when making your reservation. Additional charges, incidentals, and any cancellation fees will be assessed after the conference.

Will I be asked for a credit card upon check-in?
Yes, a credit card is required at check-in. A $50/night authorization hold will be placed on the card to cover incidentals during your stay.

EXHIBIT HALL

What times are scheduled for sponsor exhibits?
Sponsor exhibits will be held:

  • Breakfast on April 24 – 7:15 a.m. – 8:15 a.m.
  • Lunch on April 24 – 11:45 a.m. – 12:50 p.m.
  • Breakfast on April 25 – 7:30 a.m. – 8:15 a.m.


How do I ship materials to the event?
You can ship materials to 100 W Trade St, Charlotte, NC 28202. Please include the sponsor name, company, and ATTN: Zerena Brown prominently on all packages.

What will be provided at my exhibitor station?
Your exhibitor setup will include one 6-foot table, two chairs, and linens.

ROOM DROPS & DINE-AROUNDS

How do I coordinate a room drop?
To schedule a room drop, please contact Zerena Brown. You are responsible for all costs associated with front desk handouts or room deliveries.

  • If sending gift bags: it is $5 for gifts to be given out at the Front Desk and $8 to be delivered to guest rooms.
  • If sending flyers: it is $3 for them to be given out at the Front Desk and $5 to be delivered to guest rooms.


When and how should we coordinate sponsor dine-arounds?
Sponsor dine-arounds should be planned for the evening of Sunday, April 23 after 5:00 p.m. We will distribute attendee contact information throughout the registration process. If you have open space in your dine-around, contact marketing@privateadvisorgroup.com and we will help distribute to potential advisors.

EDUCATION SESSIONS

How do I submit information for my education session?
When you register for the conference, you will be asked to submit your session information. Only the session speaker should submit the session information via the registration form. Please do not email any session information.

When do I need to submit information for my education session?
Session information must be submitted by no later than Tuesday, February 28.

What if I don't have all of the information ready?
You may modify your submitted session information by modifying your registration. To do this, click the link in your confirmation email or sign in. Make any modifications to your session information and save. Please note, we cannot guarantee that we will be able to honor any modifications made after the February 28 deadline.

What topics would be best for Private Advisor Group advisors?
Our advisors have indicated that they are the most interested in content covering practice management, technology, financial planning, and serving/attracting/retaining investors. Our advisors are not as interested in content discussing products, private equity, or obvious sales pitches.

How long are session time slots?
We offer 40- and 50-minute time slots for education sessions. 50-minute time slots are only available for sessions offering CE credit. Time slots are assigned on a first come, first served basis.

How is the agenda constructed?
Our objective is to ensure that there is something for all attendees in each time slot. We do our best to avoid duplicate topics and overlapping content in the same time slot. If you have time/availability limitations, contact marketing@privateadvisorgroup.com and we will do our best to accommodate.

THANK YOU SPONSORS