Financial Planning Association of Canada’s Post

Ever considered speaking at a MemberWise event? There is still time to achieve those new year's resolutions and push your personal and professional boundaries. Have you and your team achieved great things that you are proud of? Perhaps you've achieved significant membership growth, or implemented a new digital initiative that has improved member engagement? What were your challenges along the way? What did you learn? What were the outcomes? Your peers from other associations would love to hear all about it! The MemberWise Network are always on the look out for speakers with a good membership related story to tell. You don't need to be a professional speaker, you just need to have a good story to share. We know it can be nerve racking presenting to a room full of people, but the membership and association community are a friendly bunch of liked-minded people who are keen to hear and learn from your experience and share ideas. The friendly MemberWise team Richard (Rich) Gott Jo Stamp Emma O'Leary will provide you with as much support as you need to make the experience as enjoyable and smooth as possible. (They normally have a secret stash of sweets available to help the nerves too 😉) We will soon be on the look out for speakers for Digital Excellence (2025) Conference & Exhibition, so express your interest in sharing your digital related story here: https://lnkd.in/eT4MGrrS Or to arrange a friendly chat with our Director of Content & Delivery, Jo Stamp, please email: jo.stamp@memberwise.org.uk

Check this out! Fresh off the press, this report brings to light insights gained from our extensive experience and up to date reporting around how attendee behavior is trending in the event sector. A must read for anyone who spends some of their annual budgets on events!

** Throwback Thursday ** Let's take a look at our many conferences over the years. We organized one in 2018 and six in 2022 - thanks to the support of our members and growing CAASA team! Today we look at our inaugural (and virtual) Wealth Managers’ Forum in 2021. We had wanted to produce a conference for our many Investment Advisor and broker/dealer members and the many managers that supply quality product to their shelves (actually, the CAASA team wanted to do this for the last 8 years!) and COVID gave us the opportunity to present a compelling slate of speakers and topics to IAs across the country. The challenge earlier was that to get in front of IAs one needs to literally go to their town, but having a virtual platform allowed us to do so without the cost of venues, food/bev, and travel. We were happy with the turnout and continuing our support of the industry in retail-land! You can view the program here: https://lnkd.in/gXjhDhai All of our publications are available here: https://lnkd.in/gTwUCzPP We would like to note that at all of our conferences we strive for a 40% investors, 40% managers, and 20% service provider attendee break-down and have achieved this in virtually all cases. This, we believe, is a golden ratio that provides value to all attendees. We also like to keep our conferences smaller (200-250 max) and would only increase delegate maximums if we have the requisite (40%+) block of investors already registered. We're in this for the long-haul and for member value!

** Throwback Thursday ** Let's take a look at our many conferences over the years. We organized one in 2018 and six in 2022 - thanks to the support of our members and growing CAASA team! Today we look at our inaugural (and virtual) Wealth Managers’ Forum in 2021. We had wanted to produce a conference for our many Investment Advisor and broker/dealer members and the many managers that supply quality product to their shelves (actually, the CAASA team wanted to do this for the last 8 years!) and COVID gave us the opportunity to present a compelling slate of speakers and topics to IAs across the country. The challenge earlier was that to get in front of IAs one needs to literally go to their town, but having a virtual platform allowed us to do so without the cost of venues, food/bev, and travel. We were happy with the turnout and continuing our support of the industry in retail-land! You can view the program here: https://lnkd.in/gAQeQMN2 All of our publications are available here: https://lnkd.in/eeG_9et We would like to note that at all of our conferences we strive for a 40% investors, 40% managers, and 20% service provider attendee break-down and have achieved this in virtually all cases. This, we believe, is a golden ratio that provides value to all attendees. We also like to keep our conferences smaller (200-250 max) and would only increase delegate maximums if we have the requisite (40%+) block of investors already registered. We're in this for the long-haul and for member value!

The message from the team before InstallerSHOW 2024 was 'prepare to be surprised'. A few weeks on, the buzz from the event has just about calmed down and the feedback has been amazing. 'Surprised' was an understatement! InstallerSHOW2024 brought together industry leaders, innovators, and professionals from around country. Over 600 exhibitors showcased a diverse range of products and services and thousands of attendees praised the event for its diverse range of exhibits and the quality of seminars. Visitors found the opportunity to see the latest industry innovations and connect with potential business partners invaluable. InstallerSHOW2024 was a resounding success, effectively blending education, innovation, and networking. It not only showcased the latest industry advancements but also provided a platform for meaningful business connections and knowledge exchange. The focus was on sustainability and reflecting the current trends and future direction of the industry. Overall, this exhibition is a must-attend for professionals looking to stay ahead in their respective fields. However, InstallerSHOW is a 3-day window to this key audience. InstallerDIGITAL and elementalDIGITAL offer the opportunity to continue your messaging throughout the year. From daily newsletters, websites, webinars and social media, why not talk to us about how we can help influence your customers all year round? We have the largest database in the sector and work directly with you to deliver your marketing goals. Get in touch with one of the team to find out more. Installer Online elemental Henk Gieskens Callum Flynn James Waldron David Ventris-Field Chloe Burrows

Check out the new Registration Insights Report by Maritz, highlighting current trends with Business Event registration pacing. How do your event numbers compare? Are you seeing similar trends with your own events?

Some powerful data in here, gained by analyzing registration behavior of over 360,000 registrants, in our post-COVID world. This is a must read for my User Conference and Association Planners with IPO attendees - with really important information that can help you optimize marketing, pricing and logistics in alignment with these new trends.

Looking forward to speaking at this strategy session, connecting with fellow professionals, gaining new insights, and sharing ideas. #openminds #ProfessionalDevelopment #Networking 

Is Your Expo Booth Just an Expensive Brochure Stand? There is more than one way to measure your return on investment at a trade show or expo event. Comparing sales (if applicable) directly to booth expenditures is a direct and important measure, but there are other considerations too. You can measure the average cost per attendee by dividing your total expenditures by the final attendance numbers of the event to use as a benchmark. Benchmarking your social media followers before(!) and after the event is another way to see the effects of your in-person marketing activities. Newsletter sign-ups and giveaway's are another way to quantify your returns, so use these to your advantage as well when calculating your cost-per-acquisition. Benchmarking KPIs before an event is a great way to see how these events create value for your business. Need someone to help set up these KPIs and put them into action? Book a free consulting call with me to see how we can work together on your trade show and expo strategy. https://lnkd.in/gJJb2F6y

Registration opens in 3 days!