SPONSOR MANUAL - HighlandCapital



SPONSOR MANUAL

for the

2004 Highland Capital Conference

September 27-29, 2004

Westin Riverwalk

San Antonio, Texas

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|TABLE OF CONTENTS |

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|ITEM |PAGE # |

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|PROGRAM OVERVIEW |2 |

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|IMPORTANT DATES |3 |

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|GENERAL CONFERENCE MEETING INFORMATION |3 – 4 |

| • Purpose of Meeting |

| • Attendee Profile |

| • Program |

| • Networking Opportunities |

| • Dine Around |

| • Displays |

| • Evaluations |

| • Emergency Information |

| • Accommodations |

| • Expenses |

| • Available Discounts |

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|DISPLAY INFORMATION |5 |

| • Items Provided |

| • Shipping Instructions |

| • Key Contacts |

| • Additional Services Available |

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|CONFERENCE BOOKLET (AD) REQUIREMENTS |6 |

| • Ad Specifications |

| • Additional Instructions |

| • Shipping |

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|SPONSOR REQUIREMENT FORM |7 |

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|ATTENDEE REGISTRATION FORM |8 |

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PROGRAM OVERVIEW

Monday, September 27

7:00 am – 11:00 am Sponsor Set-Up

11:00 am – 2:00 pm Registration

2:00 pm – 5:00 pm Welcome & General Sessions

5:00 pm – 5:50 pm Opening Speaker

6:00 pm – 9:00 pm Platinum Sponsor Opening Reception and Dinner

Tuesday, September 28

7:00 am – 7:45 am Breakfast with the Sponsors

7:50 am – 8:00 am General Sessions

9:00 am – 11:55 am Breakout Sessions

9:00 am – 11:00 am Spouse Activity

11:55 am – 1:30 pm Lunch

1:30 pm – 4:30 pm Breakout Sessions

6:30 pm - 9:30 pm Offsite Reception & Dinner

Wednesday, September 29th

7:30 am – 9:30 am Highland Capital Principals’ Breakfast (By Invitation Only)

7:30 am – 8:30 am Breakfast with the Sponsors

10:00 am – 11:00 am General Sessions

11:00 am – 12:00 noon Closing Session

12:00 pm – 1:30 pm Transfers to Golf Tournament w/ Boxed Lunches for Golfers

1:30 pm – 6:00 pm Golf Tournament

Sponsor Display Breakdown

7:30 pm – 9:30 pm Carrier Hosted Dine Around

Thursday, September 30th

8:00 pm – 10:00 pm Sponsor Breakdown (tentative)

|IMPORTANT DATES |

|  |

|ITEM |DEADLINE |

|1. Attendee Registration |August 13, 2004 |

|2. Display Space Reservation |August 13, 2004 |

|3. Full Page, Color Ad Deadline (no extensions) |August 13, 2004 |

|4. Logo Deadline |ASAP |

|5. Earliest Arrival Date for Display Materials |3 days prior to your arrival |

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|CONFERENCE INFORMATION |

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|Purpose |

|This meeting serves as the annual sales meeting for Highland Capital Holding Corporation and is an opportunity for retail and brokerage offices to come |

|together and build synergy across the network and with key partner relationships like our sponsors. This business meeting is an opportunity for idea sharing|

|and to build the Highland Capital culture. |

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|Attendees |

|Attendance is expected to be over 150 attendees. Attendees include but are not limited to key sales leaders and principals from retail and brokerage |

|offices, key relationship managers and company representatives from Highland Capital’s HighLighted Carriers, as well as selected financial and service |

|providers. Historically, attendees have also included institutional clients and prospective acquisitions and sales leaders. |

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|Conference Program |

|A general overview of the conference program has been provided for your reference. Please note the times and sessions listed are tentative. We hope this |

|provides adequate information for our sponsors to plan their participation and availability. A final agenda will be distributed during the on-site |

|registration. |

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|Networking Opportunities |

|Meals, breaks, and evening events are the primary opportunities for networking. The meals and breaks are generally scheduled to be held in the sponsor |

|display area, if space permits. We encourage sponsors to make themselves available during these times and to join the attendees in the sessions. Any closed|

|sessions are noted on the agenda. Activity participation is also encouraged for the golf tournament and evening functions. |

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|Dine Around |

|Traditionally Highland Capital has offered a dine-around option to participants and the current year’s HighLighted carriers to assist in facilitating |

|networking opportunities. Coordinated by Highland Capital, participating carriers host a table of 8-12 attendees at an off-site restaurant. Highland |

|Capital, or its representative, coordinates all aspects of the evening including but not limited to: dine around assignments, restaurant selection, |

|communication with attendees and carrier representatives, and any required transportation. Transportations costs are typically not billed back to the |

|carrier. (see sponsor requirement form) |

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|Displays |

|Platinum and Gold Level sponsors are given the option of a full or tabletop display, if space is available. Additional information about display |

|requirements is contained on page 5. Exhibiting at a Highland event is relatively different from most traditional “exhibits.” The atmosphere is much more |

|relaxed and the focus is on building relationships and not selling. Sponsor attendees should not feel restricted to the “booth” area but are encouraged to |

|stay “close by” during key times. |

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|Evaluations |

|Sponsor attendees will be asked to complete an evaluation form to measure the value of the meeting and networking opportunities. Honest feedback is desired.|

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|In Case of Emergency – Prior to Event |

|If you are unable to attend as the result of a last-minute emergency, please call Tina Atchenson at 205.263.9221 (cell 205.902.0420) or Frances Peterson at |

|205.263.9230 (cell 205.913.1671). |

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|Accommodations |

|By completing the registration form contained on page 8 or the on-line form, a room will be reserved for sponsor representatives in the Highland Capital |

|room block. Sponsors are invited to take advantage of our room rate discount which is available in our room block. If accommodation is not possible, due to|

|a late registration, etc., the registrant will be notified as soon as possible. |

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|Expenses |

|Sponsor representatives are responsible for all expenses related to hotel accommodations, travel, ground transportation, incidentals, meeting expenses due |

|to last minute changes, and dine-around charges if participating in that event. Sponsor attendees will receive the group rate at the resort, if applicable,|

|and attendees are welcome to take advantage of any travel discounts available for the Highland group. |

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|Available Discounts |

|Highland Capital has contracted special travel rates with Delta Airlines for the 2004 Conference. For Delta’s group reservations, call 800.241.6760 and |

|refer to meeting number 196305A to obtain your discount. |

|Highland Capital has contracted with Avis for discounted rates. To obtain rental car discounts, please call 800.831.8000 or online at and refer|

|to meeting number T843400. Brownell Travel (205.414.7147) can assist with any ground transportation needs. |

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|DISPLAY INFORMATION |

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|Items Provided |

|Highland Capital will provide a 6’ or 8’ skirted table. Any other needs should be noted on the SPONSOR REQUIREMENT FORM. |

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|Shipping Instructions |

|Items should be shipped to arrive 3 days prior to your arrival. Shipping Labels should be addressed as follows: |

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|Attn: Person From Your Company Who Will be Claiming the Package |

|The Westin Riverwalk |

|420 West Market Street |

|San Antonio, TX 78205 |

|HIGHLAND CAPITAL CONFERENCE – SEPT 27 – 29, 2004 |

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|General receiving hours will be: |

|8:00 am – 4:00 pm Monday – Friday |

|10:00 am – 2:00 pm Saturdays |

|Closed Sunday |

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|Shipping Charges |

|Because there is limited storage space in the hotel, boxes can be accepted no more than three (3) working days prior to the meeting. A storage fee of |

|$100.00 per day, per box will be applied to any materials shipped earlier than three (3) working days prior to the event. Boxes left on the premises for |

|longer than three (3) weeks after departure without shipping instructions will be discarded. |

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|A service charge will apply for boxes/materials shipped from the hotel. Service charges will be applied as follows: |

|1-5 lbs $3.00 / box |

|6 – 10 lbs $5.00 / box |

|11 – 30 lbs $10.00 / box |

|31+ lbs $15.00 / box |

|250 +lbs $drayage company expense |

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|Key Contacts |

|General Questions: Tina Atchenson, Highland Capital 205.263.9221 |

|Frances Peterson, Highland Capital 205.263.9230 |

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|Delivery Confirmation: Receiving Department, Westin 210-444-6038 |

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|Additional Services Available Through Hotel |

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|Outbound Shipping Process |

|A hotel shipping form, which will be provided on-site for outbound shipping, will need to be completed by your on-site representative. Someone from your |

|firm should be responsible for following type of information: |

|address for return shipment |

|preferred carrier (hotel can ship DHL/Airborne, UPS, and FedEx) |

|payment method (i.e., credit card or carrier account number) |

|shipment method (i.e., overnight priority, 2-day, ground) |

|account numbers for shipping (i.e., UPS account number, FedEx account number) |

|Packaged shipments and completed shipping forms will need to be placed in the designated holding room. Security will pick up packages from that location. |

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|CONFERENCE BOOKLET ADVERTISING INFORMATION |

|For platinum and gold level sponsors, you are invited to place an ad in our conference booklet. The information below is intended to answer any technical |

|questions. The content of the advertisement is at the discretion of the sponsor. Please be advised that all ads will be reviewed by the Highland Capital |

|compliance department as part of the meeting material package review. |

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|Specifications |

|Size: 8.5” x 11.5” |

|Color: 4-color process acceptable (no spot color) |

|Resolution: 300 dpi images |

|Format: hi-res pdf, hi-res jpg, hi-res eps or Quark files acceptable |

|Transmittal: CD or available for download from FTP site |

|In-House Date: August 13, 2004 |

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|Additional Instructions: PDF file should accompany all files as a reference file. |

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|Key Contacts: |

|Wilma Turner Highland Capital Holding Corp. wturner@ 205.263.9266 |

|Tina Atchenson Highland Capital Holding Corp. tatchenson@ 205.263.9221 |

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|Shipping Instructions: |

|Attn: Wilma Turner |

|Highland Capital Holding Corporation |

|3535 Grandview Parkway, Suite 600 |

|Birmingham, AL 35209 |

|205.263.9266 |

SPONSOR REQUIREMENT FORM

| | | | |For Planning Use Only |

| | | | |Assigned Space: | |

| | | | |Day: | |Time: | |

| | | | |Room: | |

| | | | | | | |

|Section I: General Information |

|Return By August 13, 2004 to Tina Atchenson 205.263.4410 (fax) email tatchenson@ | |

|Key Contact |      | |Title: |      |

|Sponsor Name: |      |

|(as it should appear in promotions) | |

|Address: |      |

|City: |      |State: |   |Zip Code: |      |

|Phone: |      |Fax: |      |E-Mail: |      |

|Emergency Name: | |Tel: | | |

| | | | | | | |

|Section II: PLANNING Information |

|For planning purposes, please indicate your participation plans: |

| |Yes, reserve a display space | | | |No, do not reserve display space | |

| |Yes, a full-page, ad will be provided | | | |No, a full page ad will not be provided | |

| |Yes, include us in the dine-around (open to | | | | | |

| |HighLighted Carriers only) | | | | | |

| | | | | | | |

|Section III: CONFERENCE ATTENDEES Information | | | |

|Attendee 1: |      |Title: |      | |

|Attendee 2: |      |Title: |      | |

|Attendee 3: |      |Title: |      | |

| | | | | | | |

|Section IV: Sponsor Company Information |

|Please provide a short company description to be used on in promotional materials and sponsor recognition. |

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|Section V: SPONsor Requirements |

| |Display Requirements | |Other | | | |

| | 6’ skirted table | |       | | |

| | 8’ skirted table | |       | | |

| | Electricity | |       | | |

| | TV Monitor | | | | |

| | | | | | | |

SPONSOR ATTENDEE REGISTRATION FORM

Return By August 13, 2004 to Tina Atchenson via 205.263.4410 (fax) or email tatchenson@

|General Information |

|Name: |      |Nickname: |      |

|Spouse/Guest: |      |Nickname: |      |

|Firm/Company Name: |      | | |

| | | | | |

|E-Mail Address: |      |Phone No.: |      |

|Mailing Address: |      | | |

| |      | | |

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|Hotel Accommodations | | | |

| | | | | |

|Arrival Date: | |Departure Date: | |

|Credit Card for Guarantee: |                  | |

|[pic] |King Size Bed |[pic] |Smoking | |

|[pic] |Two Double Beds |[pic] |Non-Smoking | |

|[pic] |Sharing a Room | | | |

|Please note roommates below or any additional requirements or needs for |      |

|accommodations: | |

|Travel Arrangements |

|Arrival Information |Departure Information | |

| |            |Date/Time |            |Date/Time |

| |      |Airline |      |Airline |

| |      |Flight Number |      |Flight Number |

| |      |Airport |      |Airport |

| | | | | |

| | | | | |

|ACTIVITIES (Please indicate the activities you will participate in at the conference) |

|You |Guest | | | | |

| | |Golf Tournament |Club Rental | L | R |

| | |(Wed. September 29) |(You) | | |

| | |Dine Around | Club Rental | L | R |

| | |(Wed. September 29) |(Guest) | | |

| | |Mission Tour | | | |

| | |(Tues., September 28) | | | |

| | |Cooking Class | | | |

| | |(Tues., September 28) | | | |

| | |Art Tour | | | |

| | |(Tues., September 28) | | | |

| | | | | | |

|Emergency Medical Information |

|Person to contact: |      |Relationship: |      |

|Emergency Phone Numbers: |      | |      |

|Health Insurance Company |      |Policy Number |      |

|Allergies (including food): |      |

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