ENGAGE WITH AGB - Association of Governing Boards of Universities ...

 
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CORPORATE ENGAGEMENT PROSPECTUS 2017-2018

               ENGAGE WITH AGB
     Reach trustees of colleges, universities, and university or
college affiliated foundations who volunteer their time, expertise,
 and resources to ensure that U.S. higher education will continue
   its proud history of preparing and empowering students for
           life and career success to the benefit of us all.
THE ORGANIZATION
    Founded in 1921, AGB is the premier organization focused on higher education governance.
    AGB provides leadership and counsel to member boards, chief executives, organizational staff,
    policymakers, and other key industry leaders to help them navigate the changing education
    landscape.

    THE MARKET
    AGB membership includes 1,300 boards representing 1,900 colleges, universities, and
    institutionally related foundations. The 1,300 boards include about 35,000 individual trustees,
    college or university presidents, and senior-level institution staff members.

    THE OPPORTUNITY
    AGB is proud of its more than 90-year history of working and partnering with corporations to
    help achieve our mission, serve our trustee members, advance excellence in higher education
    governance, and help corporations to achieve their objectives.

    Forward-thinking corporations that share AGB’s passion and commitment to higher
    education can engage with us as:
    •		 Year-round Sustaining Partners or Sustaining Champions
    •		 Year-round Sustaining Members
    •		 Event sponsors: Foundation Leadership Forum and/or National Conference on Trusteeship
    •		 Sponsors of regional meetings, webinars, publications, and advertorials

    This prospectus is a summary of the
                                                                                   R-ROUND
    key benefits associated with each type                                      YEA
    of sponsorships or other engagements                                     Sustaining Partner,
    available with AGB. It is not intended to                                Champion, Member

    be a complete listing of all benefits. The
    opportunities available, benefits related
    to each opportunity, and pricing are

                                                                                                                                      IP
                                                                                                                          GHT LEADERSH
    subject to change without notice.                     Foundation                           Guardians Initiative
                                                          Leadership Forum
                                                 EVENTS

                                                                                           21st Century President
    To learn more about sponsorship                       National Conference
                                                          on Trusteeship                            Nason Awards
    at AGB, contact our Resource
                                                                                                        Innovation
                                                                                                                        OU

    Development Team:
                                                                                                                      TH

    Steve Abbott
    Director of Corporate Relations
    (202) 776-0842
                                                                          Regional Meetings,
    sabbott@agb.org                                                      Webinars, Publications

    Sterlicia Rodney                                                               OTHER

    Resources Coordinator
    (202) 776-0828
    srodney@agb.org
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AGB MISSION: THOUGHT LEADERS
    YEAR-ROUND CORPORATE SPONSORSHIP OPPORTUNITIES 2017-2018
    These year-round, multi-year engagement opportunities are designed for companies that
    want to associate their brand and reputation with AGB to develop, grow, and promote powerful
    initiatives that address critical issues facing higher education today. AGB is looking for thought
    leaders, innovators, and forward-thinking companies that believe in the value of higher
    education, recognize the challenges facing higher education today, and have the expertise and
    resources to contribute to meeting those challenges.

    The Sustaining Partner is the highest level of corporate engagement offered by AGB. Sustaining
    Partner is designed for companies that want to devote time, financial resources, and subject-matter
    expertise in a high-profile engagement working with AGB to build, launch, promote, and sustain a
    multi-year initiative addressing an issue of critical importance to higher education.

    Sustaining Champions are forward-thinking companies that, through their financial support and
    subject-matter expertise, can contribute significantly on a multi-year basis to AGB’s ability to help
    governing boards address a range of critical issues.

    The Sustaining Partner and Sustaining Champion sponsorships are comprehensive, year-round,
    thought-leadership opportunities. These sponsorships include sponsorship of one or both of the
    AGB annual events (see page 6) and a robust package of year-round opportunities that can provide
    a cost-effective, sustained, and strategic engagement with AGB and access to its members.

    With a minimal financial investment, AGB Sustaining Member corporations can demonstrate their
    support for ensuring well-informed, prepared, and well-equipped governing boards. Sustaining
    Members help to maintain important AGB programs and services while supporting the launch of
    new initiatives that provide critical resources to AGB-member governing boards.

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Sustaining Partners, Champions, and Members support AGB’s work in ensuring
that governing boards are prepared to lead U.S. higher education in the 21st century
by contributing their financial support, time, and expertise.

 Partner Champion Member

Maximum companies                     3                         5                         Unlimited
Term                                  1 yr./Option 2,           1 yr./Option 2,           1 year
                                      3 yrs/year-round          3 yrs/year-round          $1,000-$4,000
Rights fee (per year)                 Min. $75,000              Min. $50,000              See details on page 5

Year-round benefits included in
the rights fee (benefits frequency
is per year unless noted)

Focus group with AGB members          1x                        1x
Email to AGB members                  2x                        1x
Present or sponsor a webinar          1x                        1x
Advertorial in Trusteeship magazine   1x/1-page                 1x/1-page
Presence on agb.org                   Full term                 Full term                 12 mos.
                                      (logo/500-word profile)   (logo/250-word profile)   (logo/150-word profile)
Logo on agb.org homepage              Full term

Sponsorship position at AGB event(s)
Foundation Leadership Forum          x                          Champion selects          Shared
National Conference on Trusteeship   x                          Forum OR                  Recognition
		                                                              Conference                @each event
Speaking opportunity at each event   x                          x (selected event)        in print
All sponsor benefits at each event   x                          x (selected event)        program + signage

Thought Leadership Initiative         x
Topic/issue TBD with AGB
See additional information page 5

Member of AGB Corporate Council       Full term                 Full term
See additional information page 5

Post content on agb.org									1x
Discount on AGB sponsorships									10%
Basic sponsorship only
Discount on advertorial in Trusteeship			                                                 10%
Subscription to Trusteeship 				                                                          6 issues
Print and digital
Shared thank-you ad in Trusteeship					1x

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THOUGHT LEADERSHIP INITIATIVE—SUSTAINING PARTNER
    A portion of the Partner’s rights fee will help support an AGB Thought Leadership initiative. The
    specifics of the Partner’s contribution to the development of the initiative are subject to discussion
    and agreement between the Partner and AGB. The Partner may elect to invest additional funds
    in the initiative, and in so doing, work with AGB to develop an initiative more quickly or grow it
    in scope, impact, relevance, and awareness. The Partner can claim credit for advancing thinking,
    developing solutions, and promoting actions to address the chosen issue. The program could
    include an array of events, products, and initiatives. The Partner’s additional investment, if any, will
    be determined in discussion and agreement with AGB. Final decisions on program structure and
    elements remain with AGB.

    Examples of thought-leadership positioning (select one):
    •		 Rebuilding public trust and faith in the value of U.S. higher education.
    •		 The changing role of the university and college presidency in the 21st Century.
    •		 Recognizing and empowering excellence in board governance.
    •		 Ensuring innovation plays a role in determining the direction and future of higher education.
    •		 A topic to be determined in consultation with AGB.

    CORPORATE COUNCIL
    Membership in the council is exclusive to AGB Sustaining Partners and AGB Sustaining Champions.
    Council size is limited to no more than eight (8) companies. Companies may have up to two (2)
    representatives on the council. There is no additional fee for participating in the council.

    The Corporate Council is designed as a mutually beneficial forum for AGB and our corporate
    partners to share information on the higher education environment from the unique perspective
    of each; proactively understand and prepare for current and emerging issues; and brainstorm the
    best approaches to addressing the issues. Further, AGB recognizes that corporations are far ahead
    of higher education in addressing some issues—such as diversity and inclusion—thus offering
    exceptional insight into best practices regarding the issue. AGB believes that corporations are
    critical partners in understanding the issues and developing resources to help prepare trustees
    to successfully fulfill their obligations.

    SUSTAINING MEMBER DUES
    Dues are based on the number of full-time employees in the entire company, or for investment
    firms, assets under management in their higher education practice. Dues are for a 12-month
    membership.
    •		 Under 50 employees:                                                                       $1,000
    •		 50 to 499 employees and investment firms with less than $3 billion assets
        under management in the higher education practice:                                        $1,500
    •		 500 to 4,999 employees and investment firms with more than $3 billion assets
        under management in the higher education practice:                                        $2,500
    •		 5,000 or more employees:                                                                  $4,000

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2018 EVENT SPONSORSHIP OPPORTUNITIES
    Two events are available for sponsorship: the Foundation Leadership Forum in January and
    the National Conference on Trusteeship in April. All event sponsors are partners in the event
    experience and have exclusive access to important audiences.
    •		 We limit the number of sponsoring companies. Once we reach the limit, no additional
        sponsors are accepted.
    •		 Only sponsoring companies can attend the event.
    •		 Our sponsors are woven into the program, not relegated to an exhibit hall.
    •		 Sponsors are welcomed and encouraged to fully participate in event workshops
        and sessions to interact with attendees and contribute to the conversation about higher
        education issues.

      FOUNDATION LEADERSHIP FORUM JANUARY 21-23, 2018
      TERRANEA RESORT, LOS ANGELES, CA

                         Trustees of public university and college affiliated foundations,
      Demographics
                         presidents, and other senior leaders

      Attendees          500 or more

                         Preconference workshops, main conference plenary sessions and
      Format
                         concurrent sessions, and networking opportunities.

                         The Forum is the only national event for foundation board members and
      Purpose            executives to share best practices, learn from subject-matter experts, and
                         develop strategies to enhance the effectiveness of foundations.

    Sponsorship Benefits
    Preconference
    •		 Acknowledgement in footers of pre-conference emails to potential attendees
        and/or registered attendees with hyperlink to company website.
    •		 List of attendees provided three weeks in advance (includes each individual’s name,
        institution, title, and state).
    •		 Acknowledgement on the Forum section of the AGB website to include company
        logo/name and hyperlink to company website.

    Onsite
    •		 Full-page company profile with logo and contact information in the printed Forum program.
    •		 Complimentary registration for two (2) senior executives.
    •		 Acknowledgement during plenary sessions (logo projection and in AGB executive’s
        remarks from the podium).
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•		 Opportunity to sponsor individual plenary sessions or content panels for an additional fee.
    •		 Opportunity to distribute company materials at seats or on tables at individually
        sponsored plenary sessions or panels.
    •		 Networking opportunities with conference attendees. Sponsors are invited and
        encouraged to fully participate in all conference sessions and contribute to the conversation
        about higher education issues.
    • 		 Display area with signage for sponsor materials in high-traffic area.
    •		 Invitation to sponsor thank-you gathering with AGB’s president and other senior leaders.

    Post-Conference
    •		 Listing in shared sponsor recognition ad in the May/June issue of Trusteeship magazine thanking
        all AGB sponsors. The ad will include each company’s logo and name. Circulation: 35,000

    Sponsorship Rights Fee (basic sponsorship): $10,000

    Opportunities available to enhance the basic sponsorship:
    • Breakfast, luncheon, or reception*:		 $7,500 per event
    • Plenary session**:				                $5,000 per plenary
    • Content panel or workshop**:		        $2,500 (1-hr concurrent)
    							$5,000 (3-hr workshop)

    * All events may not be available and are subject to change without notice. Not available as standalones.
    ** Sponsorship only; no speaking opportunity. For speaking opportunities, see page 9.

       NATIONAL CONFERENCE ON TRUSTEESHIP                                          APRIL 22-24, 2018
       MARRIOTT MARQUIS, SAN FRANCISCO

                              Trustees, presidents, and other senior leaders of public and
      Demographics            independent universities and colleges. This is the largest gathering
                              specifically for members of higher education governing boards.

      Attendees               1,100 or more

                              Preconference workshops, main conference plenary sessions and
      Format
                              concurrent sessions, and networking opportunities.

                              Attendees share their experiences; learn from each other and
      Purpose                 subject-matter experts; and network around the common goal of
                              advancing higher education.

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Sponsorship Benefits
    Preconference
    • Acknowledgement in footers of preconference emails to potential attendees
      and/or registered attendees with hyperlink to company website.
    • List of attendees provided three weeks in advance (includes each individual’s name,
      institution, title, and state).
    • Acknowledgement on the National Conference section of the AGB website to include
      company logo/name and hyperlink to company website.

    Onsite
    •		 Full-page company profile with logo and contact information in the printed National
        Conference program.
    •		 Complimentary registration for three (3) senior executives.
    •		 Acknowledgement during plenary sessions (logo projection and in AGB executive’s
        remarks from the podium).
    •		 Opportunity to sponsor individual plenary sessions or content panels for an additional fee.
    •		 Opportunity to distribute company materials at seats or on tables at individually
        sponsored plenary sessions or panels.
    •		 Networking opportunities with conference attendees. Sponsors are invited and
        encouraged to fully participate in all conference sessions and contribute to the conversation
        about higher education issues.
    •		 Display area with signage for sponsor materials in high-traffic area.
    •		 Company logo and brief company description in the free conference app.
    •		 Invitation to sponsor thank-you gathering with AGB’s president and other senior leaders.

    Post-Conference
    •		 Listing in shared sponsor recognition ad in the May/June issue of Trusteeship magazine thanking
        all AGB sponsors. The ad will include each company’s logo and name. Circulation: 35,000

    Sponsorship Rights Fee (basic sponsorship): $15,000

    Opportunities available to enhance the basic sponsorship:
    • Breakfast, luncheon, or reception*:		 $7,500 or $10,000 per event
    • Plenary session**:				                $7,500 per plenary
    • Content panel or workshop**:		        $3,000 (1-hr concurrent)
    							$5,000 (3-hr workshop)

    * All events may not be available and are subject to change without notice. Not available as standalones.
    ** Sponsorship only; no speaking opportunity. For speaking opportunities, see page 9.

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SPEAKING OPPORTUNITIES AT THE FORUM AND CONFERENCE
    There are very limited speaking opportunities for sponsor representatives and/or their clients
    on panels and 1-hr concurrent sessions. Speaking opportunities are made available based on
    the Forum or National Conference program needs, the subject-matter experts available through
    the sponsor, and contract signing date. Sponsors are strongly encouraged to provide a client
    representative to fill a speaking opportunity if offered. Speaking opportunities are not guaranteed.
    If available and offered, a panel seat requires an additional fee of $3,000 and a speaking
    opportunity at a 1-hr concurrent session is $5,000 at both events.

    EVENT SPONSORSHIP LEVELS

                        Foundation Leadership Forum                  National Conference on Trusteeship

      Regents           $20,000 or more (total investment)           $25,000 or more

      Stewards          $15,000 or more                              $20,000 or more

      Trustees          $10,000 or more                              $15,000 or more

    OTHER AGB SPONSORSHIP OPPORTUNITIES
    All of the following are available as standalone sponsorships.

    •		Topical regional meetings: Small-group meetings of 35 to 50 attendees on topics that require
       more focused, in-depth discussion, such as shared governance. Rights fee: $3,000-$10,000.
    •		Timely webinars: Hot topics, covered by recognized experts who help give attendees the tools
       they need to address and manage a variety of issues on campuses today. Rights fee: $5,000
    •		Reference publications: In-depth treatments by expert authors. Rights fee: $7,500-$10,000.
    •		Focused advertorials: One (1)-page advertorial to run in Trusteeship magazine, the official
       AGB member magazine on a topic to be determined with AGB. The magazine does not accept
       traditional advertising. Rights fee: $5,000

    ADDITIONAL INFORMATION
    •		 All sponsorships are designed to be most effective when all benefits are fully executed.
        The basic elements of each package are not subject to negotiation. However, the details of
        each element are subject to discussion and revision between the sponsor and AGB. The sponsor
        may elect to not take advantage of some of the benefits; however, there is no refund or discount
        of the rights fee in such a case.
    •		 This prospectus is a summary of the key benefits associated with each type of sponsorship or
        other engagements available with AGB. It is not intended to be a complete listing of all bene
        fits. The opportunities available, benefits related to each opportunity, and pricing are subject
        to change without notice.
    •		 The annual rights fee for all sponsorships is not refundable, is unrestricted, and may be
        used at AGB’s discretion.

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CONTACT OUR RESOURCE DEVELOPMENT TEAM

To learn more about sponsorships and the full range of corporate engagement
opportunities at AGB, contact our Resource Development Team:

Steve Abbott
Director of Corporate Relations
(202) 776-0842
sabbott@agb.org

Sterlicia Rodney
Resources Coordinator
(202) 776-0828
srodney@agb.org

1133 20th Street, N.W.
Suite 300
Washington, D.C. 20036
www.agb.org
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