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PRODUCED BY
J U N E 2 0 2 4 | C H A R L O T T E , N C
Positioning Statement
F I G I S W H E R E I N N O V A T I O N M E E T S I N D U S T R Y .
S E N I O R L E A D E R S A N D E X E C U T I V E S I N F I N A N C E
A N D I N S U R A N C E C O M E T O G E T H E R W I T H C E O S A N D
F O U N D E R S I N F I N T E C H A N D I N S U R T E C H T O
D I S C U S S T H E T R E N D S I N T H E M A R K E T A N D T H E
F U T U R E O F T H E I N D U S T R Y .
Rodney Hood Lisa Wardlaw Dennis Gada Colleen McCreary Alexis Vaughn
Brandon Krieg Beth Johnson Rochelle Clarke
Founder, CEO
Continuity Strength
Gen. Ray Odierno Rajnish Bharadwaj Cathy Bessant
Vice Chair
Bank of America
EVP Enterprise
Truist
Co-Founder
STASH
CEO
Citizens
Sr. Advisor
JP Morgan Chase
AVP Marketing
Cowbell
Nigel Morris
President, COO
Capital One
EVP Finance
Infosys
CPO
Credit Karma
Head of NA
Insurtech Israel
Board Member
NCUA
Past Notable Speakers
Access to exclusive
content
Building strategic industry
relationships
Exposure to emerging
startup Founders
Having a good time
WHY THEY ATTEND
BREAKDOWN
400-500 total
250-350 concurrent
HEAD COUNT
Executives
Senior Leaders
Director + Mid level
60+ speakers
Attendee Persona
Senior Leaders to
Director level
employees at major
financial and
insurance institutions.
PAST ATTENDEE
ARCHETYPES
PROFILE
Finance:
CEO- Truist
CFO- JP Morgan
CRO- KeyBank
CPO- Credit Karma
CTO- Bank of Ozark
CTO- Brighthouse Fin.
CTO- Bank of America
VP Fintech- Atlantic Capital Bank
Head of Partnerships- Mambu
Director Corp. Strategy- 53 Bank
Director of Ops- Citizens Bank
SVP- Goldman Sachs
SVP- Morgan Stanley
Insurance:
CTO- Allstate
CTO- USAA
SVP- TIAA
Head of GCDT- AIG
Senior Director- Hippo
Startup Alley
Activations
Programming
Creating a memorable brand experience
for attendees through interactive
activities and engaging campaigns to
give the extra 'Wow' factor.
Networking Lounges
A place for attendees to connect and
recharge. Branded lounge furniture
encourages organic networking without
restrictions, and charging stations to boost
device batteries.
Set the tone of the conference.
These collective, plenary sessions bookend the
agenda to highlight key themes and inspire attendees
to get the most out of their experience. General
sessions are designed with intention curated to
specifically align with conference goals.
The Demo Floor gives attendees
access to experience the products and
services of the RTL Class 19 Founders,
and interact with them in realtime.
General Sessions
Smaller sessions give every attendee an
opportunity to dive deeper into specific themes
and become active participants through industry-
specific workshops, seminars, roundtable and
panel discussions.
Industry Breakout Tracks
Exclusive VIP Dinners
Conference speakers, CSuite leaders
and executives are invited to some of
the best that Charlotte has to offer for
an invitation-only, small format
dinner.
Awards Breakfast
RTL Demo Sessions
Our Ecosystem's best entrepreneurs
and brightest mentors. Collective
engagement drives the ecosystem
and those in the seat who
contribute deserve to be recognized
Our most sought-after sessions.
The capstone of the RTL Accelerator
program brings Class 19 Founders
back to Charlotte to pitch to investors
over two days.
Industry Cocktail Reception
Even thought leaders and industry
innovators need to unwind. Attendees,
speakers, sponsors and exhibitors are
invited to connect over live music, light
fare, and cocktails
Programming
30 Tickets 20 Tickets 15 Tickets 10 Tickets
Title Sponsor Registration Sponsor
Breakout Sponsor
Sustainability Sponsor
Industry Report Sponsor
Networking Sponsor
Workbook Sponsor
Hospitality Sponsor
Social Media Sponsor
Dine Around Sponsor
Thought Leadership
Sponsor
8 Tickets 5 Tickets 2-3 Tickets
Networking Lounge
Entertainment Sponsor
Branding Sponsor
Exhibition Booth
Scholarship Sponsor
Sponsor
Tickets
One Ticket for every $1k spent.
Title Sponsor
Exclusive branding of main stage.
Opportunity to participate in opening
session segment.
The premiere branding and thought leadership
opportunity of the conference!
$30,000
One (1) Available
Breakout Sponsor
Registration Sponsor
Exclusive branding of breakout rooms
Industry-specific breakout track feature tactical,
in-depth sessions, workshops, seminars,and
roundtables to engage attendees
Branded registration desk where each
attendee will check-in for the event.
Exclusive branding on registration page
Branding on the attendee app
Branding on attendee name badges
From registration through conclusion,
branding will be woven into he attendee
experience
$15,000
$20,000
Three (3) Available
One (1) Available
Customized content session
within Breakout Track
General Session for all attendees
Keynote, Fireside Chat, or
TedTalk Format
Level 1 | $10,000
Six (6) Available
Level 2 | $15,000
Two (2) Available
20-minute sustainability/ESG
segment on main stage
Branded recycling bins
Booth on expo floor
Biodegradable serviceware
Branded reusable water bottles
Demonstrate commitment to ESG
Thought Leadership
Sponsor Sustainability
Sponsor
Starting at $10,000
$15,000
One (1) Available
Industry Report Sponsor Workshop Notebook
Sponsor
With a State of the Industry Address
on general session stage, create an
audience-engaging thought leadership
segment with an accompanying
hardcopy report for attendees.
Branded notebooks distributed to each
attended for use during breakout
sessions & throughout conference
$15,000
$15,000
One (1) Available
One (1) Available
Dine Around
Sponsor
Option 1 | $5,000
Host reconciles the bill on-site
at the conclusion of the event.
Five (5) Available
Option 2 | $10,000
Event organization includes prefixe
, all-inclusive dinner menu.
Host is not responsible for any on-
site payment.
RTL Staff will organize the restaurant
reservation, distribute invitations based
on guest selections, and coordinate the
RSVP list.
Hospitality Sponsor
Invitation only lunch at the Venue
Can include custom programming,
presesntation or address
Cocktail and Hors D'Oeuvres with
light entertainment & networking
Exclusively branded and
opportunity to MC the Event
Branding throughout dining area
Offsite cocktail reception at a local
Charlotte hotspot
Day 1
Private Luncheon*
Industry Reception*
Day 2
Awards Breakfast*
Lunch*
Reception*
*Five (5) Total Available | $10,000 each
Pleash inquire for discounted bundles
Exhibit Booths
Networking Lounge
6x6 - $2,000 - six (6) available
10x10 - $3,500 - four (4) available
The best networking happens where
people are comfortable...
Sponsors of the Networking Lounge will
have colored coordinated sofas and chairs
well as branded pillows and accents.
A great opportunity for reps to organically
meet attendees
Ten (10) Total Available
Three (3) Available | $8,000 each
Offered on a first come first served basis
Cover the registration costs
for a college student and/or
an early-stage fintech and
insurtech startup founder to
experience and explore the
Generations Conference.
Branded, photo-worthy backdrop
in a central location.
CoBranded social posts leading
up to and throughout the
conference.
Option for social takeover or go-
live
Scholarship
Sponsor
Social Media
Sponsor
$2,000
One (1) Available | $10,000
Entertainment Sponsorship
Golf Activation
Gamification with attendee grand prize
Option for sponsors to BYO Activation
Options
Inquire for additional details.
$5,000+
Options available on a first come, first served basis:
Contact Us
Check out our social medias!
rshaffer@revtechlabs.co
revtechlabs.co
222 S Church St, Charlotte, NC
28202
generations.global
@Fintech + Insurtech Generations
@RevTech Labs
@fi.generations
@revtechlabsfoundation

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Fintech + Insurtech Generations Sponsorship Deck

  • 1. PRODUCED BY J U N E 2 0 2 4 | C H A R L O T T E , N C
  • 2. Positioning Statement F I G I S W H E R E I N N O V A T I O N M E E T S I N D U S T R Y . S E N I O R L E A D E R S A N D E X E C U T I V E S I N F I N A N C E A N D I N S U R A N C E C O M E T O G E T H E R W I T H C E O S A N D F O U N D E R S I N F I N T E C H A N D I N S U R T E C H T O D I S C U S S T H E T R E N D S I N T H E M A R K E T A N D T H E F U T U R E O F T H E I N D U S T R Y .
  • 3. Rodney Hood Lisa Wardlaw Dennis Gada Colleen McCreary Alexis Vaughn Brandon Krieg Beth Johnson Rochelle Clarke Founder, CEO Continuity Strength Gen. Ray Odierno Rajnish Bharadwaj Cathy Bessant Vice Chair Bank of America EVP Enterprise Truist Co-Founder STASH CEO Citizens Sr. Advisor JP Morgan Chase AVP Marketing Cowbell Nigel Morris President, COO Capital One EVP Finance Infosys CPO Credit Karma Head of NA Insurtech Israel Board Member NCUA Past Notable Speakers
  • 4. Access to exclusive content Building strategic industry relationships Exposure to emerging startup Founders Having a good time WHY THEY ATTEND BREAKDOWN 400-500 total 250-350 concurrent HEAD COUNT Executives Senior Leaders Director + Mid level 60+ speakers Attendee Persona Senior Leaders to Director level employees at major financial and insurance institutions. PAST ATTENDEE ARCHETYPES PROFILE Finance: CEO- Truist CFO- JP Morgan CRO- KeyBank CPO- Credit Karma CTO- Bank of Ozark CTO- Brighthouse Fin. CTO- Bank of America VP Fintech- Atlantic Capital Bank Head of Partnerships- Mambu Director Corp. Strategy- 53 Bank Director of Ops- Citizens Bank SVP- Goldman Sachs SVP- Morgan Stanley Insurance: CTO- Allstate CTO- USAA SVP- TIAA Head of GCDT- AIG Senior Director- Hippo
  • 5. Startup Alley Activations Programming Creating a memorable brand experience for attendees through interactive activities and engaging campaigns to give the extra 'Wow' factor. Networking Lounges A place for attendees to connect and recharge. Branded lounge furniture encourages organic networking without restrictions, and charging stations to boost device batteries. Set the tone of the conference. These collective, plenary sessions bookend the agenda to highlight key themes and inspire attendees to get the most out of their experience. General sessions are designed with intention curated to specifically align with conference goals. The Demo Floor gives attendees access to experience the products and services of the RTL Class 19 Founders, and interact with them in realtime. General Sessions Smaller sessions give every attendee an opportunity to dive deeper into specific themes and become active participants through industry- specific workshops, seminars, roundtable and panel discussions. Industry Breakout Tracks
  • 6. Exclusive VIP Dinners Conference speakers, CSuite leaders and executives are invited to some of the best that Charlotte has to offer for an invitation-only, small format dinner. Awards Breakfast RTL Demo Sessions Our Ecosystem's best entrepreneurs and brightest mentors. Collective engagement drives the ecosystem and those in the seat who contribute deserve to be recognized Our most sought-after sessions. The capstone of the RTL Accelerator program brings Class 19 Founders back to Charlotte to pitch to investors over two days. Industry Cocktail Reception Even thought leaders and industry innovators need to unwind. Attendees, speakers, sponsors and exhibitors are invited to connect over live music, light fare, and cocktails Programming
  • 7. 30 Tickets 20 Tickets 15 Tickets 10 Tickets Title Sponsor Registration Sponsor Breakout Sponsor Sustainability Sponsor Industry Report Sponsor Networking Sponsor Workbook Sponsor Hospitality Sponsor Social Media Sponsor Dine Around Sponsor Thought Leadership Sponsor 8 Tickets 5 Tickets 2-3 Tickets Networking Lounge Entertainment Sponsor Branding Sponsor Exhibition Booth Scholarship Sponsor Sponsor Tickets One Ticket for every $1k spent.
  • 8. Title Sponsor Exclusive branding of main stage. Opportunity to participate in opening session segment. The premiere branding and thought leadership opportunity of the conference! $30,000 One (1) Available
  • 9. Breakout Sponsor Registration Sponsor Exclusive branding of breakout rooms Industry-specific breakout track feature tactical, in-depth sessions, workshops, seminars,and roundtables to engage attendees Branded registration desk where each attendee will check-in for the event. Exclusive branding on registration page Branding on the attendee app Branding on attendee name badges From registration through conclusion, branding will be woven into he attendee experience $15,000 $20,000 Three (3) Available One (1) Available
  • 10. Customized content session within Breakout Track General Session for all attendees Keynote, Fireside Chat, or TedTalk Format Level 1 | $10,000 Six (6) Available Level 2 | $15,000 Two (2) Available 20-minute sustainability/ESG segment on main stage Branded recycling bins Booth on expo floor Biodegradable serviceware Branded reusable water bottles Demonstrate commitment to ESG Thought Leadership Sponsor Sustainability Sponsor Starting at $10,000 $15,000 One (1) Available
  • 11. Industry Report Sponsor Workshop Notebook Sponsor With a State of the Industry Address on general session stage, create an audience-engaging thought leadership segment with an accompanying hardcopy report for attendees. Branded notebooks distributed to each attended for use during breakout sessions & throughout conference $15,000 $15,000 One (1) Available One (1) Available
  • 12. Dine Around Sponsor Option 1 | $5,000 Host reconciles the bill on-site at the conclusion of the event. Five (5) Available Option 2 | $10,000 Event organization includes prefixe , all-inclusive dinner menu. Host is not responsible for any on- site payment. RTL Staff will organize the restaurant reservation, distribute invitations based on guest selections, and coordinate the RSVP list.
  • 13. Hospitality Sponsor Invitation only lunch at the Venue Can include custom programming, presesntation or address Cocktail and Hors D'Oeuvres with light entertainment & networking Exclusively branded and opportunity to MC the Event Branding throughout dining area Offsite cocktail reception at a local Charlotte hotspot Day 1 Private Luncheon* Industry Reception* Day 2 Awards Breakfast* Lunch* Reception* *Five (5) Total Available | $10,000 each Pleash inquire for discounted bundles
  • 14. Exhibit Booths Networking Lounge 6x6 - $2,000 - six (6) available 10x10 - $3,500 - four (4) available The best networking happens where people are comfortable... Sponsors of the Networking Lounge will have colored coordinated sofas and chairs well as branded pillows and accents. A great opportunity for reps to organically meet attendees Ten (10) Total Available Three (3) Available | $8,000 each Offered on a first come first served basis
  • 15. Cover the registration costs for a college student and/or an early-stage fintech and insurtech startup founder to experience and explore the Generations Conference. Branded, photo-worthy backdrop in a central location. CoBranded social posts leading up to and throughout the conference. Option for social takeover or go- live Scholarship Sponsor Social Media Sponsor $2,000 One (1) Available | $10,000
  • 16. Entertainment Sponsorship Golf Activation Gamification with attendee grand prize Option for sponsors to BYO Activation Options Inquire for additional details. $5,000+ Options available on a first come, first served basis:
  • 17. Contact Us Check out our social medias! rshaffer@revtechlabs.co revtechlabs.co 222 S Church St, Charlotte, NC 28202 generations.global @Fintech + Insurtech Generations @RevTech Labs @fi.generations @revtechlabsfoundation