www.ufsc-toronto.

org/
AWARENESS INSPIRED.
UFSC TORONTO 2012 INTERNATIONAL CONFERENCE
PARTNERSHIP GUIDE
JUNE 20 - 24, 2012 I TORONTO, ONTARIO, CANADA
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Conference Programming
UFSC Toronto will deliver the most relevant slate of programming for our audiences, including financial services
professionals, youth & student participants, and community attendees. UFSC Toronto is aiming high to provide the
most memorable Conference in the North American organization's history, a legacy that extends more than 30 years.
The conference programming will be delivered in four tracks to serve our: Financial Services Professionals, Small
Businesses, Future Leaders and Job Seekers. In addition we will host a Diversity Career Expo which will bring together
major cross-border financial services organizations with globally equipped financial services professionals.
Financial Services Professionals Track
Plenary session and Keynote events with a focus
on the future of the Canada-US cross-border financial
services industry economic outlooks, regulatory
developments and thriving in a changed global
economy
Seminars and break-outs focused on substantive
skill development, including economics, international
trade, investment management and risk management
Workshops for soft skills such as
communications, management and tips for leadership
in the new economic landscape
UFSC Presidents Reception with a focus on the
tools required of the next generation of financial
professionals
CEO Symposium that brings together leading
minds from Canadian and US financial institutions,
investment banks and insurance companies
Gala Dinner & Reception to celebrate UFSC
Torontos 15
th
Anniversary
Networking & Social Events in the heart of
Toronto s Financial and Entertainment districts
Community Giving event that will focus on
bringing our collective financial literacy skills to the
members of our community
Small Business Track
Entrepreneur attendees will benefit from a Conference that
enables them to network and benefit from the expertise of
financial services professionals. Events will include:
Seminars and workshops focused on building a
business case, budgeting, small business loan
applications, trade & taxes, marketing and brand
awareness
Networking reception between Small Business
attendees, Conference presenters and UFSC
Delegates to share knowledge and mentorship
Diversity Career Fair participation and display
opportunities
CEO Symposium to learn from leading business
minds and learn about managing and thriving in a
changed economy for small business
Gala Dinner & Reception to celebrate UFSC
Torontos 15
th
Anniversary
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Future Leaders Track
The UFSC Toronto 2012 International Conference is pleased to
partner with the MARK I program. UFSC MARK I Emerging
Leaders Program is team based, highly competitive experiential
learning program for high school and university students across
the United States and Canada focused on business and
entrepreneurship. During MARK I, participants are immersed in
a highly competitive learning environment, and are taught by
business professionals from a variety of disciplines interested in
helping young people learn about business. In the end, the
experience empowers young people to know that they can
achieve their highest potential and equips them with business
knowledge that they can use for a lifetime. Participants are
better equipped for educational and professional success.
MARK I Participants learn:
Entrepreneurship
Teamwork
Working under pressure
Community Service
Presentation Skills
Legal, Marketing and Financial aspects of business
Leadership Skills
Financial Literacy
Benefits of physical fitness
Mark I student participants will be drawn from both sides of the
border. Approximately one quarter will arrive from the United
States to join a Canadian contigent which, in addition to
Toronto, will be drawn primarily from Montreal, Halifax, and
Ottawa among other cities.
The ultimate goal of the MARKI Emerging leaders program is to
motivate participants to consider a career in the future financial
service industry. MARK I accomplishes this by engaging
students in an experience based training program to
demonstrate practical business and character building skills
necessary for success in today's industry.
We aim to provide an enlightening experience to young people
who might otherwise not have a unique and fulfilling
opportunity like the one this program provides.
Diversity Career Expo
We are bringing togethe leading financial services companies
on both sides of the border together with the most talented
group of financial services professionals, drawn not only from
UFSC membership, but also from other visible minority
communities, through our alliances with other organizations
in the Black, Asian, South Asian and Aboriginal communities.
Career Expo candidates will have:
Exposure to the leading Canadian and US
financial services companies, aligned to cross-border
business
Job search, resume writing and interview skills
workshops
Networking lunch with employers and recruiters
Participating employers will have:
Opportunities to display and offer on-site
interviews
Visibility opportunities through sponsorship and
workshop leadership
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ABOUT UFSC TORONTO
UFSC Toronto is a community-based non-profit organization primarily comprised of Black and visible minority
financial services professionals.
Our grassroots events and operations are focused on four key pillars:
Professional Development Our events, including guest speakers and substantive and soft skill workshops,
provide opportunities to develop leadership skills. Our focus is on professional growth and mobility for our
membership in a globally-connected industry. Past speakers have included financial services executive and TV
personality, Patricia Lovett-Reid (TD), Canadian market economists, Don Drummod (TD) and Dr. Sherry Cooper
(BMO), and Investor Relations leader, Peter Slan (Scotia) among many other powerful speakers from CIBC, RBC,
National Bank etc. to an audience of more than 125 each month.
Networking & Mentorship We interact with thought leaders at Canadas leading financial institutions. We act
as mentors to youth, seeking to inspire consideration of financial services as a viable career. Our Networking
program is underpinned by two unique offerings:
Canadians 4 Canadian (C4C) a dynamic mentorship program that allows high school students,
undergraduates, and young professionals to connect with young professionals who are currently
working in the financial or consulting industries via group conference calls and one-on-one discussions.
Mastermind a program targeted to experienced professionals, designed to enhance both soft and
substantive skills, from specific industry sector mentoring to networking, job search and personal style
coaching
Community Outreach We are visible as accessible leaders who are fluently bicultural, adept at speaking the
language of business and the language of our community.
Financial Literacy We are committed to building and sustaining wealth in our community, by educating on
financial planning and demystifying financial services and products to create a path to lasting prosperity.
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UFSC Toronto was founded on the premise that financial services professionals from Black, immigrant and visible
minority backgrounds could elevate themselves through networking, professional development and knowledge
sharing with their peers. It was also founded on the promise that these same professionals, so empowered,
would share their experience, networks and potential as role models in their communities.
Our key mandates include:
encouraging financial literacy and financial independence among individuals in these communities
through education programs and partnerships with community organizations
demystifying the financial services industry for customers, students and potential employee talent in
these communities
offering a forum for professionals working in financial services, ranging from new graduates and
entrepreneurs to managers and executives, to network, develop their substantive and leadership skills
and learn from one another
providing role models for young people considering a similar professional path
Awareness Inspired - our theme for 2011
Each UFSC President seeks to make an
impact on the organization and
community in some special way. In
2009 we stressed the value of being
fluently bi-cultural, which was to
celebrate the importance in being able
to speak the language of the
community as well as the language of
business. In 2010 we committed
ourselves to Answer the Call of the
community, our members and
corporate partners. The resolve of the
2011/2012 administration is
Awareness Inspired:
(1) To create/inspire awareness about
UFSC Toronto and its members - who
we are, what we do, what we
represent;
(2) To inspire our members and
partners to get involved, participate
and to help spread the word about
UFSC Toronto; and
(3) To inspire awareness of those
issues which adversely impact our
communitys ability to succeed (e.g.
role models for youth, financial
literacy for the community).
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Awareness Inspired and the 2012 Conference
The theme of Awareness Inspired will have a big place in our conference. We want to raise
awareness of changes we should anticipate in our industry and the opportunities that will
present themselves to those professionals who are prepared.
We hope to inspire awareness of the role models and mentors available to young people in
our community, regardless of what side of the border they live and work.
We want to draw the attention of our media partners to the work we will do in the community
that will have a lasting impact on the community's ability to realize economic success.
"Awareness without action is worthless."
Phil McGraw
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PARTNERING OPPORTUNTIES
Financial Services Professionals Track
Title Sponsorship for Receptions and
Galas (including visibility and speaking
opportunities), Session Sponsorship
for Workshops and other events,
Community Giving Sponsorship and
visibility
Small Business Track
Title Sponsorship including exclusive
opportunity to provide workshop
leaders, Session Sponsorship for
Workshops and other events
Future Leaders Track
Title Sponsorship including exclusive
opportunity to work with Mark I and
UFSC Toronto on program
development and provision of
workshop leaders, Session
Sponsorship for Future Leaders
workshops
Diversity Career Expo
Title Sponsorship including exclusive
opportunity to deliver workshop
content and lunch keynote address,
Session Sponsorship for workshops,
Booth displays (with Prime location
opportunities)
With your partnership we not only
have a chance to achieve our objective
of raising awareness... but will enable
ourselves, our community to put
words to ACTION!
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Recruiting the Best
Our membership is made up almost exclusively of professionals in the financial services industry, ranging from junior to
senior level. The Conference (and our planned Diversity Career Fair) is your opportunity to engage with the most targeted
group of talent in the community which we serve. You will gain the visibility to become top of mind to an experienced pool
of candidates who get finance but also get big ideas. We expect our Partners to have access to this talent before the
rest of the marketplace.
Whats in it for Your Organization
We believe partnership with UFSC Toronto should empower our Partners not only to
do good, but to be seen to be doing good in the communities in which they operate.
Accordingly, our Partner programs are designed to be complementary to your
individual mandates and goals in collaborating with community organizations whether
those goals relate to professional development, diversity, corporate citizenship, branding,
recruiting, retention or customer outreach. Partnering with UFSC Toronto links you to the
diverse individuals, communities and markets that support your equally diverse business
aims.
Differentiated Value
We are uniquely positioned to assist Partners in reaching multiple audiences: the Black and visible minority community and,
within that community, talented finance professionals, young people and entrepreneurs seeking financial services
relationships. The broad reach of our Conference will enable our Partners to hit the mark on multiple fronts in their own
community outreach programs including Diversity, Talent Retention and Youth.
Leadership on Diversity
Our Partners are among Canadas leaders in Diversity. From forward-thinking business cases and equity practices to active
affinity groups and community outreach and recruitment programs, our Partners are leaders in promoting Diversity in the
financial services industry. Many view their work with UFSC Toronto as complementary to a proactive, culturally fluent
corporate Diversity program. We are also delighted to work with Partners to develop turnkey diversity programming and be
part of the discussion on best practices.
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Tap into a ready-made community outreach network
The UFSC network extends beyond our immediate membership,
including, among others:
National Society of Black Engineers
National Black MBA Association
Ontario Black History Society
Toronto District School Board
Tropicana Community Services
Asians Without Borders
University of Toronto Black Students Association
Junior Achievement
We partner with like-minded community organizations and, where
appropriate, extend the exposure of our corporate Partners.
Sponsor feedback is not only encouraged, but required
Our Partners will always share in our success and we make special
effort to provide Partners with feedback on the initiatives their
support has enabled. We ask them to have an active voice in shaping
the agenda of our organization through our robust Corporate
Advisory Board. Our partnerships are highlighted in each meeting, in
all of our materials and collateral, on our website and on our event
signage. Sponsors receive persistent exposure to our membership,
media, community partners and the individuals impacted by our
initiatives.
Engaging Young People
UFSC Toronto has ambitious goals to engage with younger members of our community at the Conference. Part of our
mandate is to ensure the most talented young people are giving consideration to financial services as a career option, and to
provide financial literacy resources to our community. Your partnership will enable us to extend our reach, both at the
Conference and as an organization.
Funding model integrity
We know that to justify spend on a community organization, our Partners require a tangible
return on their investment and confidence in us. We aim to deliver and reward that faith. Our
sponsorship levels will never be a moving target and our funding model will remain transparent.
Beginning in 2010, we have published an Annual Report of our activities, funding and management
discussion and analysis of our efforts and the use of our funding. Partners have input on where your
support will make the most impact for UFSC, our community and your goals in working with us.
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Sponsorship and Partner Engagement
$25,000 RUBY PARTNER
- Flagship sponsor with corporate banner and logo display (exclusive to 6 sponsors)
- Prominent logo placement and mention at all conference events
- Logo placement on all conference advertising
- Full page ad in official conference program
- Logo and website link on UFSC Toronto website throughout 2012 and UFSC 2012 Conference microsite
- Selection of and first-refusal right for named sponsorship recognition on one piece of conference collateral
- Opportunity to showcase talent from your organization with participation of three (3) speakers on
conference panels or breakout sessions
- Prime 10x10 booth space at our Diversity Career Expo
- Four (4) complimentary conference registration packages (over $2,000 in value)
- Opportunity to partner with UFSC Toronto for 2012-2013 content delivery, including sponsorship of a
flagship program or our website, provision of WebEx substantive skills programs to
members, and speakers for up to three UFSC Toronto monthly membership meetings or
Mastermind professional development sessions
$15,000 SILVER PARTNER
- Named sponsorship of a breakout session or skills development session within a conference track
- Appoint two (2) speakers to participate on conference panels or lead breakout sessions
- Half page ad in official conference program
- Logo and website link on UFSC Toronto website throughout 2012 and UFSC 2012 Conference microsite
- Complimentary 10x10 booth space at our Diversity Career Expo (or remaining prime spots, as available)
- Selection of named sponsorship recognition for a subsidiary conference event exclusive to Platinum Partners
- Selection of named sponsorship recognition for one piece of conference collateral
- Two (2) complimentary conference registration packages
- Opportunity to partner with UFSC Toronto for 2012-2013 content delivery, including provision of WebEx
substantive skills programs to members, and speakers for up to two UFSC Toronto monthly membership
meetings or Mastermind professional development sessions
$2,500 PATRON
- Named in patron sponsor page in official conference program
- Complimentary 3x6 table space at our Diversity Career Expo, to display marketing and recruitment collateral
(upgrade to 10x10 booth for $500, other booth upgrades available)
- Complimentary conference registration package
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Recruiting Options
Diversity Career Expo
Smart businesses are always looking for talented, capable leadership and during
turbulent economic times, the quest for exceptional candidates becomes even more
critical. Each year, many corporations and government departments choose to seek top
talent and interview candidates for open positions at our conference. As an exhibitor in
the career fair, your company will be center-stage sourcing qualified candidates while
building brand recognition for your business.





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10' x 10' $1,300* Corner:
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In-k|nd sponsorsh|p opportun|t|es ava||ab|e - contact us at ufsc2012Qufsc-toronto.org

About the UFSC Toronto 2012 International Conference
In2012, theUrbanFinancial Services Coalition(UFSC) Conferencecomes toToronto! TheUrban
Financial Services Coalition is an international organization, founded in 1974 to provide
mentorship, leadership, skills development and community outreach opportunities to Black
and visible minority financial services professionals. In 2012, UFSC Toronto celebrates its 15
th
anniversary of serving this growing community in the Toronto banking, investment and
insurance industries.
UFSCTorontoPartners will be givenopportunity totake a leadershiprole onour programming,
recruiting, corporateidentity anddiversity leadershipopportunities. This cross-border focused
event, with a theme of Borderless Future, Boundless Opportunity, will draw finance
professionals fromour sister organizations across the United States and, for the first time this
year, across Canada. Our Partners can participate in a variety of ways, from speaking
engagements, participating in and moderating panel discussions and prime placement in our
career fair.
2 TORONTO STREET, SUITE 335 TORNTO, ONTARIO M5C 2B5 WWW.UFSC-TORONTO.ORG