Become a DMFS New York Partner
Join the exclusive DMFS NY Partner Network and help connect senior financial marketers with the industry’s most anticipated event of the year.
Earn recognition, complimentary passes, and access to key insights — while supporting your network’s professional growth.
How It Works
It’s Simple to Get Started
Apply Online – Complete the short form below to tell us about your audience and reach
Quick Call – We’ll connect for a brief call to align on goals, brand fit, and next steps.
Get Your Codes & Assets – Receive your custom link, creative assets, and tracking dashboard to start inviting your community.
Exclusive Partner Benefits
As a DMFS NY Partner, you’ll receive the tools and visibility to grow your influence and deliver value to your audience.
🎟️ 10–15 Complimentary Passes
Share free access to one of the top financial marketing summits.
🌟 Recognition Across Channels
Your brand featured on event materials and partner communications.
📊 Analytics Dashboard
Track engagement and sign-ups through your custom referral code.
🤝 Concierge Support
Our marketing team will handle all logistics, so you can focus on your network.
Perfect for Organizations That Drive Industry Connection
The DMFS NY Partner Program is ideal for:
- Marketing consultants and trainers who work with financial brands.
- Associations, membership groups, or professional communities in financial services.
- Niche media outlets and industry publications seeking high-value collaboration opportunities.
If your audience includes professionals in banking, insurance, wealth management, or fintech, we’d love to connect.
FEATURED SPEAKERS
"The only series devoted to Financial Services. Intimate access to decision makers at leading financial organizations. Fantastic thought leadership"
"The event met expectations with solid networking opportunities and foot traffic to our booth."
"The DMFS team put together an intimate event with many of our good-fit prospects and making it a valuable trip for our team to showcase our services."
"Great event, worth the time & investment by our team. Lots of strong influencers in the field to network in a close setting. "
"There is no other event that brings industry leaders to the same room with high intent."
"We're having a lot of fun here meeting marketers, learning about their needs, exploring what they're most interested in."
"The only series devoted to Financial Services. Intimate access to decision makers at leading financial organizations. Fantastic thought leadership"
"The event met expectations with solid networking opportunities and foot traffic to our booth."
"The DMFS team put together an intimate event with many of our good-fit prospects and making it a valuable trip for our team to showcase our services."
"Great event, worth the time & investment by our team. Lots of strong influencers in the field to network in a close setting. "
"There is no other event that brings industry leaders to the same room with high intent."
"We're having a lot of fun here meeting marketers, learning about their needs, exploring what they're most interested in."
NETWORK WITH THE TOP DFMS IN THE FINANCIAL SECTOR
FREQUENTLY ASKED QUESTIONS
Which meals are included?
Breakfast, lunch as well as morning and afternoon snacks are provided at the conference, served in the exhibition hall.
Is there parking?
Yes, contact our customer care team for more details at [email protected]
Can I send a replacement delegate if I can’t attend at the last minute?
Absolutely! Please contact our customer care team at [email protected] at your earliest convenience.
I have special meal requirements, who do I contact?
Please contact our customer care team at [email protected] so they can liaise with the venue to ensure you are taken care of.
When will the presentations be available, and how do I get them?
Presentations will be available on the event platform, typically on the day of the session or the day before. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons.
What time do I need to arrive before my presentation?
Please arrive at the break before you are due to speak, e.g. if you are due to speak at 4 p.m., please arrive during the afternoon break. This is so you can meet the conference producer, check your slide deck, load it if you have a new version with you and run through a rehearsal of your presentation.
When is my presentation due?
Please send your presentation to the event manager two weeks prior to the conference, even if it is still in draft form. This will allow us to check it in advance and let you know if there are any issues. Please also email your final version to the event manager and bring a back-up copy on a USB stick.
What aspect ratio should my slides be?
Please select ‘standard’ in Microsoft Office – the aspect ratio is 4:3.
Can I stay for the whole conference?
Yes, you are very welcome to attend the whole conference. It’s one of the benefits of speaking!
Is there a speakers’ green room?
No, we find our speakers enjoy networking with delegates, other speakers and sponsors in the exhibition hall, which is open throughout the conference. Hot and cold drinks are typically available in the exhibition hall all day, and seating is provided if you need to complete some work or make any calls.
What forms of payment do you accept?
We accept Visa, Mastercard, American Express, Electronic Funds Transfer or Cheque for Canadian Currency and American Currency.
What is your cancellation/refund policy for paid invoices?
A full refund minus a $495 administrative charge will be given for cancellations received in writing up to 14 days prior to the conference date. Refunds will not be available after this date.
Can I pay half now and half at a later date?
We highly encourage a full payment upon receipt of invoice. For any specific circumstances, please reach out to customer care at [email protected]
My credit card was charged with a foreign transaction fee, how do I get that amount paid for?
Strategy Institute is not liable for any additional charges levied by a credit card company, including but not limited to American Express currency conversion charges.
I paid for my registration, does it include my hotel stay at the venue?
Registration fees include attendance, luncheon and all course materials. It doesn’t include accommodations or transportation to and from the conference.
When is booth setup and teardown?
Setup is usually the night before the event or before registration opens on day one. You will receive a logistics package from your event manager with more details. If you have not received this, please contact customer care at [email protected] so they can connect you to the event manager.
When will I know my booth number?
You will receive this from your event manager one week before the event.
I want to distribute handouts, can you make that happen?
Yes! Please give them to the event manager when you arrive for setup. If you want to distribute an electronic handout, please send this to your event manager at your earliest convenience.
Who is eligible to become a DMFS NY Partner?
The program is open to consultants, associations, media partners, and professional networks that engage financial marketing professionals.
When will I hear back after applying?
We typically review applications within 1–2 business days and set up a short alignment call.
How are the complimentary passes used?
Partners receive unique codes to share with their community. Each code tracks usage, ensuring all passes are allocated fairly.
Is there a cost to participate?
No. The Partner Program is free and designed to strengthen our mutual networks.
When does the program end?
Partnerships for DMFS NY 2025 close on October 31, 2025, or once capacity is reached.
EVENT
Which meals are included?
Breakfast, lunch as well as morning and afternoon snacks are provided at the conference, served in the exhibition hall.
Is there parking?
Yes, contact our customer care team for more details at [email protected]
Can I send a replacement delegate if I can’t attend at the last minute?
Absolutely! Please contact our customer care team at [email protected] at your earliest convenience.
I have special meal requirements, who do I contact?
Please contact our customer care team at [email protected] so they can liaise with the venue to ensure you are taken care of.
When will the presentations be available, and how do I get them?
Presentations will be available on the event platform, typically on the day of the session or the day before. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons.
SPEAKERS
What time do I need to arrive before my presentation?
Please arrive at the break before you are due to speak, e.g. if you are due to speak at 4 p.m., please arrive during the afternoon break. This is so you can meet the conference producer, check your slide deck, load it if you have a new version with you and run through a rehearsal of your presentation.
When is my presentation due?
Please send your presentation to the event manager two weeks prior to the conference, even if it is still in draft form. This will allow us to check it in advance and let you know if there are any issues. Please also email your final version to the event manager and bring a back-up copy on a USB stick.
What aspect ratio should my slides be?
Please select ‘standard’ in Microsoft Office – the aspect ratio is 4:3.
Can I stay for the whole conference?
Yes, you are very welcome to attend the whole conference. It’s one of the benefits of speaking!
Is there a speakers’ green room?
No, we find our speakers enjoy networking with delegates, other speakers and sponsors in the exhibition hall, which is open throughout the conference. Hot and cold drinks are typically available in the exhibition hall all day, and seating is provided if you need to complete some work or make any calls.
PAYMENT
What forms of payment do you accept?
We accept Visa, Mastercard, American Express, Electronic Funds Transfer or Cheque for Canadian Currency and American Currency.
What is your cancellation/refund policy for paid invoices?
A full refund minus a $495 administrative charge will be given for cancellations received in writing up to 14 days prior to the conference date. Refunds will not be available after this date.
Can I pay half now and half at a later date?
We highly encourage a full payment upon receipt of invoice. For any specific circumstances, please reach out to customer care at [email protected]
My credit card was charged with a foreign transaction fee, how do I get that amount paid for?
Strategy Institute is not liable for any additional charges levied by a credit card company, including but not limited to American Express currency conversion charges.
I paid for my registration, does it include my hotel stay at the venue?
Registration fees include attendance, luncheon and all course materials. It doesn’t include accommodations or transportation to and from the conference.
SPONSORS
When is booth setup and teardown?
Setup is usually the night before the event or before registration opens on day one. You will receive a logistics package from your event manager with more details. If you have not received this, please contact customer care at [email protected] so they can connect you to the event manager.
When will I know my booth number?
You will receive this from your event manager one week before the event.
I want to distribute handouts, can you make that happen?
Yes! Please give them to the event manager when you arrive for setup. If you want to distribute an electronic handout, please send this to your event manager at your earliest convenience.
partner
Who is eligible to become a DMFS NY Partner?
The program is open to consultants, associations, media partners, and professional networks that engage financial marketing professionals.
When will I hear back after applying?
We typically review applications within 1–2 business days and set up a short alignment call.
How are the complimentary passes used?
Partners receive unique codes to share with their community. Each code tracks usage, ensuring all passes are allocated fairly.
Is there a cost to participate?
No. The Partner Program is free and designed to strengthen our mutual networks.
When does the program end?
Partnerships for DMFS NY 2025 close on October 31, 2025, or once capacity is reached.
FREQUENTLY ASKED QUESTIONS
Which meals are included?
Breakfast, lunch as well as morning and afternoon snacks are provided at the conference, served in the exhibition hall.
Is there parking?
Yes, contact our customer care team for more details at [email protected]
Can I send a replacement delegate if I can’t attend at the last minute?
Absolutely! Please contact our customer care team at [email protected] at your earliest convenience.
I have special meal requirements, who do I contact?
Please contact our customer care team at [email protected] so they can liaise with the venue to ensure you are taken care of.
When will the presentations be available, and how do I get them?
Presentations will be available on the event platform, typically on the day of the session or the day before. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons.
What time do I need to arrive before my presentation?
Please arrive at the break before you are due to speak, e.g. if you are due to speak at 4 p.m., please arrive during the afternoon break. This is so you can meet the conference producer, check your slide deck, load it if you have a new version with you and run through a rehearsal of your presentation.
When is my presentation due?
Please send your presentation to the event manager two weeks prior to the conference, even if it is still in draft form. This will allow us to check it in advance and let you know if there are any issues. Please also email your final version to the event manager and bring a back-up copy on a USB stick.
What aspect ratio should my slides be?
Please select ‘standard’ in Microsoft Office – the aspect ratio is 4:3.
Can I stay for the whole conference?
Yes, you are very welcome to attend the whole conference. It’s one of the benefits of speaking!
Is there a speakers’ green room?
No, we find our speakers enjoy networking with delegates, other speakers and sponsors in the exhibition hall, which is open throughout the conference. Hot and cold drinks are typically available in the exhibition hall all day, and seating is provided if you need to complete some work or make any calls.
What forms of payment do you accept?
We accept Visa, Mastercard, American Express, Electronic Funds Transfer or Cheque for Canadian Currency and American Currency.
What is your cancellation/refund policy for paid invoices?
A full refund minus a $495 administrative charge will be given for cancellations received in writing up to 14 days prior to the conference date. Refunds will not be available after this date.
Can I pay half now and half at a later date?
We highly encourage a full payment upon receipt of invoice. For any specific circumstances, please reach out to customer care at [email protected]
My credit card was charged with a foreign transaction fee, how do I get that amount paid for?
Strategy Institute is not liable for any additional charges levied by a credit card company, including but not limited to American Express currency conversion charges.
I paid for my registration, does it include my hotel stay at the venue?
Registration fees include attendance, luncheon and all course materials. It doesn’t include accommodations or transportation to and from the conference.
When is booth setup and teardown?
Setup is usually the night before the event or before registration opens on day one. You will receive a logistics package from your event manager with more details. If you have not received this, please contact customer care at [email protected] so they can connect you to the event manager.
When will I know my booth number?
You will receive this from your event manager one week before the event.
I want to distribute handouts, can you make that happen?
Yes! Please give them to the event manager when you arrive for setup. If you want to distribute an electronic handout, please send this to your event manager at your earliest convenience.
Who is eligible to become a DMFS NY Partner?
The program is open to consultants, associations, media partners, and professional networks that engage financial marketing professionals.
When will I hear back after applying?
We typically review applications within 1–2 business days and set up a short alignment call.
How are the complimentary passes used?
Partners receive unique codes to share with their community. Each code tracks usage, ensuring all passes are allocated fairly.
Is there a cost to participate?
No. The Partner Program is free and designed to strengthen our mutual networks.
When does the program end?
Partnerships for DMFS NY 2025 close on October 31, 2025, or once capacity is reached.
EVENT
Which meals are included?
Breakfast, lunch as well as morning and afternoon snacks are provided at the conference, served in the exhibition hall.
Is there parking?
Yes, contact our customer care team for more details at [email protected]
Can I send a replacement delegate if I can’t attend at the last minute?
Absolutely! Please contact our customer care team at [email protected] at your earliest convenience.
I have special meal requirements, who do I contact?
Please contact our customer care team at [email protected] so they can liaise with the venue to ensure you are taken care of.
When will the presentations be available, and how do I get them?
Presentations will be available on the event platform, typically on the day of the session or the day before. Please be aware that not all speakers are able to release their presentation due to confidentiality reasons.
SPEAKERS
What time do I need to arrive before my presentation?
Please arrive at the break before you are due to speak, e.g. if you are due to speak at 4 p.m., please arrive during the afternoon break. This is so you can meet the conference producer, check your slide deck, load it if you have a new version with you and run through a rehearsal of your presentation.
When is my presentation due?
Please send your presentation to the event manager two weeks prior to the conference, even if it is still in draft form. This will allow us to check it in advance and let you know if there are any issues. Please also email your final version to the event manager and bring a back-up copy on a USB stick.
What aspect ratio should my slides be?
Please select ‘standard’ in Microsoft Office – the aspect ratio is 4:3.
Can I stay for the whole conference?
Yes, you are very welcome to attend the whole conference. It’s one of the benefits of speaking!
Is there a speakers’ green room?
No, we find our speakers enjoy networking with delegates, other speakers and sponsors in the exhibition hall, which is open throughout the conference. Hot and cold drinks are typically available in the exhibition hall all day, and seating is provided if you need to complete some work or make any calls.
PAYMENT
What forms of payment do you accept?
We accept Visa, Mastercard, American Express, Electronic Funds Transfer or Cheque for Canadian Currency and American Currency.
What is your cancellation/refund policy for paid invoices?
A full refund minus a $495 administrative charge will be given for cancellations received in writing up to 14 days prior to the conference date. Refunds will not be available after this date.
Can I pay half now and half at a later date?
We highly encourage a full payment upon receipt of invoice. For any specific circumstances, please reach out to customer care at [email protected]
My credit card was charged with a foreign transaction fee, how do I get that amount paid for?
Strategy Institute is not liable for any additional charges levied by a credit card company, including but not limited to American Express currency conversion charges.
I paid for my registration, does it include my hotel stay at the venue?
Registration fees include attendance, luncheon and all course materials. It doesn’t include accommodations or transportation to and from the conference.
SPONSORS
When is booth setup and teardown?
Setup is usually the night before the event or before registration opens on day one. You will receive a logistics package from your event manager with more details. If you have not received this, please contact customer care at [email protected] so they can connect you to the event manager.
When will I know my booth number?
You will receive this from your event manager one week before the event.
I want to distribute handouts, can you make that happen?
Yes! Please give them to the event manager when you arrive for setup. If you want to distribute an electronic handout, please send this to your event manager at your earliest convenience.
partner
Who is eligible to become a DMFS NY Partner?
The program is open to consultants, associations, media partners, and professional networks that engage financial marketing professionals.
When will I hear back after applying?
We typically review applications within 1–2 business days and set up a short alignment call.
How are the complimentary passes used?
Partners receive unique codes to share with their community. Each code tracks usage, ensuring all passes are allocated fairly.
Is there a cost to participate?
No. The Partner Program is free and designed to strengthen our mutual networks.
When does the program end?
Partnerships for DMFS NY 2025 close on October 31, 2025, or once capacity is reached.