Terms & Conditions

Everyone registering for- and everyone who participates in The Financial Brand Forum acknowledges that:

  • The venue, schedule, speakers and agenda for The Financial Brand Forum is subject to change;
  • Speaker restrictions and/or audio or video difficulties may prevent the distribution of certain sessions;
  • Filming and photography will take place at the various functions, sessions, and events at The Financial Brand Forum, and the registrant consents to their image and likeness being used by The Financial Brand without any payment or other consideration.

Cancellation Policy. A processing fee of $500.00 will be assessed if their registration is cancelled less than 60 days prior to the start of the event. You may choose to have the rest of your fee refunded via the original payment method or keep a 100% credit towards the next year’s event. Credits may not roll over more than one year. You may substitute an attendee for your registration any time without penalty or processing fees.

Functions and Events. The registrant agrees not to organize or host or organize any function, gathering or event between 10:00 am PDT Sunday, April 26th, 2020 and 11:59 pm PDT and Wednesday, April 29th, 2020, at the Aria that exceeds twelve (12) persons without the prior written consent of The Financial Brand. This includes but is not limited to meals, receptions, entertainment, or any other event/function hosted anywhere on the Aria property, whether the venue or location be considered a “public” space (e.g., a hotel lobby), “private” space (e.g., a hotel room/suite), or otherwise (e.g., a lounge or restaurant on the property).

Personal Data. The Financial Brand, its partners, and Forum sponsors may use the registrant’s data in the following ways:

a. Conference Communications. The Financial Brand and our sponsors may use personally identifiable information that you provide us when registering for communications related to the conference, including invitations to dinners, private functions, parties, and other similar offers. You will also receive email newsletters from The Financial Brand. If you don’t want The Financial Brand to contact you, please send us your request in an email, but be advised that you will not receive any emails about the conference (e.g., where to check-in, changes in the schedule, surveys about your preferences and dietary restrictions, etc.).

b. Conference Attendee List. The Financial Brand publishes and circulates a list of conference attendees that includes the name of your company/organization, your title/role, your city + state or country, and your institution’s asset tier (where applicable). This list is publicly distributed online and via email. If you don’t want to be included in this database, please send us your request in an email.

c. Attendee Direct Mail List. Most of the companies sponsoring The Financial Brand Forum will receive a digital spreadsheet listing all attendees at the conference, including your name, title/role, employer, mailing address, and the type/size of the company/organization you work for. If you don’t want to be included in this spreadsheet, please send us your request in an email.

d. Attendee Email List. A limited number of companies sponsoring The Financial Brand Forum will receive a digital spreadsheet listing all attendees at the conference, including your name, title/role, employer, mailing address, email address and the type/size of the company/organization you work for. If you don’t want to be included in this database, please send us your request in an email.

e. Badge Scanning. When/if you attend the Forum conference, your attendee badge will include a QR code linking to your personally identifiable information, including your name, title/role, employer, mailing address, email address, phone number, and the type/size of the company/organization you work for. When you allow a sponsor at the Forum conference to scan the QR code on your badge, you are giving them access to this information and granting them permission to use that information to communicate with you. Whenever you allow a sponsor to scan your badge, any issues surrounding how that data is stored, used and managed becomes the sponsor’s responsibility, and they are required to adhere to whatever privacy policies and/or data management regulations may apply.

f. Advertising. Data collected by The Financial Brand may be used by third parties (such as Google, Facebook and AdRoll) to target advertising on other sites based on your online activity.

Conference Code of Conduct

Code of Conduct. The Financial Brand Forum’s Code of Conduct outlines our expectations for all participants at the event, including attendees, speakers, conference staff, sponsors and exhibitors. Registration for the conference is considered an expressed agreement to abide by this code of conduct. Similarly, anyone wearing a Financial Brand Forum conference badge is agreeing to abide by this code of conduct.

Whenever conference participants engage with others (including hotel staff) online, in person, and in the mobile app, they agree they will:

  • Maintain a respectful, considerate, and courteous attitude;
  • Secure their belongings and be mindful of their surroundings to ensure their safety;
  • Not harass, badger, abuse, or demean others;
  • Not threaten others, nor engage in acts of aggression or violence of any kind;
  • Not carry any weapons of any kind;
  • Not engage in lewd or obscene behavior, nor make lewd or obscene comments;
  • Not engage in any acts of discrimination, bigotry, or hate speech;
  • Not record, broadcast or livestream any speaker, session or presentation without prior express permission from The Financial Brand;
  • Not sell or promote their company’s products or services unless they are an official sponsor of the Forum conference.

Unacceptable behavior includes (but is not limited to) unwanted verbal attention, unwanted touching, intimidation, stalking, shaming, or bullying. Harassment presented in a joking manner is still harassment and constitutes unacceptable behavior. Retaliation for reporting harassment is also unacceptable, as is reporting an incident in bad faith. Discrimination on the basis of gender or gender identity, sexual orientation, age, disability, physical appearance, race, religion, national origin, or ethnicity will not be tolerated.

Reporting Code of Conduct Violations. If you are impacted by- or witness anyone failing to adhere to this code of conduct, please contact a member of The Financial Brand Forum conference team immediately. If you find yourself in a situation that is concerning or could be dangerous, please notify Forum staff or Aria security immediately. In the event of an emergency, please contact local authorities immediately utilizing 911.

Please report any situation that is not in compliance with these polices to The Financial Brand Forum conference team. You can call the Forum Attendee Concierge at (206) 661-5070. If the matter is not urgent, you also have the option to send an email to either hello@financialbrandforum.com or events@thefinancialbrand.com.

Consequences of Violating the Code of Conduct. Unacceptable behavior will not be tolerated. The Financial Brand reserves the right to escort any individual from the conference who is not complying with this code of conduct. Violators may be permanently expelled from the conference, and have their conference badge revoked. Violators may also be banned from registering or attending future conferences hosted by The Financial Brand, its partners, and/or Forum sponsors. Furthermore, anyone who may be engaging in criminal behavior or behavior that creates a hostile environment for attendees may face legal action.