LO Name
*
LO Email
*
example@SouthernTrust.com
Primary Audience (select all that apply)
*
Agents
Clients
Both
Other
Event Format
*
In-Person
Virtual
Both
Will you be co-hosting this event?
*
No
Yes
CE Event
Credit
Condo
Non-CE Event
Appreciation
Expo
FTHB Class
Happy Hour
Lunch & Learn
Non-Credit Essential Class
Other
Topic
First-Time Homebuyer
Products/Grants
Marketing Opportunities
Power of STM
Business Planning
Other
Invite List
Agents
Clients
Need Help Prospecting
Other
Event Date
*
-
Month
-
Day
Year
2 digit month, 2 digit day, 4 digit year
Date
Event Times
*
Event Address
Event Location
In-Person Location Secured
In-Person (Need help finding a great spot)
Virtual
In-Person and Virtual
Will you be Co-Marketing or have Sponsors
Yes
No
More than 1
Name and Company of Co-Marketing Partner or Sponsor
First & Last Name
Company
Email for Co-Marketing Partner or Sponsor
example@example.com
Sponsorship Support or Amount
Examples: $500 Sponsorship, Catering, Registration Fee, etc.
Sponsor Payment Preference
Send PayPal Invoice
Paying Catering/Cost Directly
Marketing Support (Check all that Apply)
Invitations/Registration Form
Total Expert Email Invite
Zoom Link Set Up
Catering Order
Swag & Marketing Collateral
In-Person Support
PowerPoint Presentation
Follow-up Email Campaign
Print Material (Flyers, Brochures, Booklets)
CE Class Events I understand I am responsible for 25% of catering costs, minus any sponsorship participation.
*
Yes
No
Branch Will Cover Expense
Non-CE Events I understand I am responsible for 50% of catering costs, minus any sponsorship participation.
*
Yes
No
Branch Will Cover Expense
Not a Non-CE Event
Notes or Additional Information
Signature
Submit Event
Submit Event
Should be Empty: