Connect Financial

Round Rock, Texas Kalahari Resorts

General Information

Connect Financial Means Business.

Enhance your skills, network with industry leaders and drive more business at Connect Financial—the event for planners and suppliers focused on financial sector meetings and events. The event will feature training workshops, education opportunities, and prescheduled appointments between meeting planners and organizations seeking to provide destinations and services. The appointment-only trade show is the business marketplace, where RFPs are placed, dates are secured and relationships are developed for future business.

 

Connect Financial is the business marketplace where RFPs are placed, dates are secured and relationships are developed for future business

Planners Information

Register and Pay.

Get your $250 registration fee back after completing all scheduled Marketplace appointments.

Travel to Connect.

Attend the hosted-buyer event designed for meeting professionals in the financial sector.

Connect With Peers.

Meet with pre-selected suppliers in one-on-one appointments.

Learn From Experts.

Enjoy in-depth, interactive education on in-demand topics while earning continuing education credits.

Unwind and Mingle.

Continue networking at our fun receptions.

Registration Cost

Registration starts at $250.

Frequently asked Planners questions

Planner Registration

What are planners saying about Connect events?

Supplier Information

  • Face–to-face meetings with qualified planners
  • Only planners who can book business qualify
  • 1:1 planner-to-supplier ratio
  • Full contact information for all meeting planners
  • Training with industry experts
  • Numerous networking opportunities to do business
  • ROI that is evident before you leave the conference

 

Registration cost

Registration starts at $4,450.

Frequently asked Suppliers questions

2021 Agenda

Tuesday, Oct. 26

Registration

Opening Session: Gary Hernbroth

Marketplace Appointments

Opening Reception

Wednesday, Oct. 27

Education Session

Marketplace Appointments

Departures

 

Location

Kalahari Resorts Round Rock

While Kalahari Resorts & Conventions may have been voted as the "World's Coolest Indoor Waterparks!", they're more than just America's largest indoor waterparks—they're also authentically-African themed resorts, state-of-the-art convention centers, world-class dining, luxurious spas, diverse shopping experiences, cutting-edge arcades, and thrilling theme parks. Most importantly, though, they are where memories are made. There's adventure, excitement, and memories waiting for you.

2020 Education (2021 Coming Soon)

Subject to change

Wednesday, Feb. 19

| Education 1

Master Efficiency Using Technology for Event and Financial Services Professionals

Thursday, Feb. 20

| Education 2

Crisis Communications: Anticipate and Communicate

| Education 3

Successful Negotiations in a Seller's Market

Friday, Feb. 21

| Education 4

Financial Meetings Trend Watch

 

Frequently Asked Planner Questions

What is a reverse trade show?

Our innovative Marketplace system matches planners and suppliers for individual appointments based on their requests, as well as additional factors. Planners sit at designated tables and suppliers have 1-2 minutes to travel between appointments. A chime signifies the beginning and end of each appointment.

How much does registration cost?

Qualified planners pay a $250 registration fee that will be returned at the end of the conference if all Marketplace appointments are kept.

When will I get my registration fee back?

Once all Marketplace appointments have been fulfilled and the final set of Marketplace appointments have concluded, refunds will be available at a designated location.

How does the appointment process work?

Planners and suppliers will receive an email stating that the appointment request process is open. Mutual requests get priority, then planner requests are granted, followed by supplier requests. It is not a first-come, first-served process. As long as you complete your requests by the designated end date, your appointment selections will be granted the appropriate priority.

You will receive an email prior to the show with instructions for logging into the appointment portal.

If I am driving to the event, will I be eligible for a mileage reimbursement?

If the mileage from your residence exceeds 100 miles, you will receive a preset transportation reimbursement at the conclusion of all scheduled appointments. We do not cover parking expenses, so be prepared for this additional cost.

When will you book my hotel room?

You will receive an email confirmation from the host hotel for a secured room about two weeks prior to the event. It might show a room rate, but attending as a planner, you will not be responsible for this charge. However, you will be asked to put down a credit card for incidentals when you check into your hotel. Incidentals are not covered by Connect.

What is Connect's refund/cancellation policy?

A Hosted Buyer is required to pay a fee to guarantee registration. Once a Hosted Buyer completes all of the preset appointments, the fee will be refunded. If a Hosted Buyer misses any appointments, cancels attendance after the appointment portal opens, or cancels attendance at any point 24 hours after flight booking, the deposit refund is forfeited and the Hosted Buyer's credit card on file will be charged the entire amount of the airline ticket, (As well as costs incurred in securing non-refundable hotel accommodations in the planners name for the duration of the event.) Hosted Buyers also forfeit their fee if the meeting qualification information presented to our staff is falsified, if the data on the registration page is false or exaggerated, if the Hosted Buyer does not have any influence on the decision process, or if there is any misrepresentation by the Hosted Buyer. If the Hosted Buyer's application is denied, the Hosted Buyer will be refunded the respective deposit.

 

Refund will be available after fulfillment and final set of appointments at the event have concluded. It is the sole responsibility of each planner to pick up their refund before leaving the event. The attendee agrees to settle all disputes regarding their deposit, reimbursement, refunds, and incentive within 30 days post-event. All disputes not settled within 30 days post-event will be null and void and no deposit, reimbursement, refunds, or incentive will be eligible to be collected.

Frequently Asked Supplier Questions

What is a reverse tradeshow?

Our innovative Marketplace system matches planners and suppliers for individual appointments based on their requests, as well as additional factors. Planners sit at designated tables and suppliers have 1-2 minutes to travel between appointments. A chime signifies the beginning and end of each appointment.

How much does registration cost?

Registration starts at $4,450. Non-appointment attendee registration is $2,000. Talk to your regional sales rep for more information.

How do I book my hotel room?

Suppliers attending this event will receive a special rate at our host hotel when they book using the reservation portal link (coming soon).

Suppliers who opt to make reservations outside the event room block incur a $350 non-host hotel fee.

What are the overflow hotels for Connect Financial 2020?

The following are overflow hotel suggestions if you are unable to book at Gaylord Palms Resort & Convention Center.

NOTE: These are recommendations only. No overflow blocks have been set up at this time.

The Grand Orlando Resort at Celebration

  • 7 minute drive from GP
  • 1.9 miles from Gaylord Palms

 

Holiday Inn & Suites Orlando SW – Celebration Avenue

  • 7 minute drive from GP
  • 1. 4 miles from GP

 

Melia Orlando Suite Hotel at Celebration

  • 8 minute drive from GP
  • 2.1 miles from GP

 

Fairfield Inn & Suites by Marriott Orlando Kissimmee

  • 5 minute drive from GP
  • 1.2 miles from GP

 

Springhill Suites by Marriott Orlando Lake Buena Vista in Marriott Village

  • 8 min drive from GP
  • 3.0 miles from GP

 

Embassy Suites Lake Buena Vista

  • 9 min drive from GP
  • 3.8 miles from GP

 

Bohemian Hotel Celebration

  • 10 min drive from GP
  • 2.8 miles from GP

 

Disney’s Pop Century Resort

  • 7 min drive from GP
  • 3 miles from GP

How does the appointment process work?

Planners and suppliers will receive an email stating that the appointment request process is open. Mutual requests get priority, then planner requests are granted, followed by supplier requests. It is not a first-come, first-served process. As long as you complete your requests by the designated end date, your appointment selections will be granted the appropriate priority.

You will receive an email prior to the show with instructions for logging into the appointment portal.