Become a 2026 FENI Partner

Join the exclusive FENI Partner Network and help connect senior foundation, endowment, and not-for-profit investors with the industry’s most anticipated event of the year.

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 FENI 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 Foundation & Endowment Investment 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 FENI 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

"Overall an excellent conference."

"Excellent. I’ll definitely participate in future conferences."

"A must-attend for forward-thinking foundation leaders."

"Great series of speakers that addressed a variety of good topics."

"Good speakers, well organized, well presented. "

"Overall an excellent conference."

"Excellent. I’ll definitely participate in future conferences."

"A must-attend for forward-thinking foundation leaders."

"Great series of speakers that addressed a variety of good topics."

"Good speakers, well organized, well presented. "

NETWORK WITH CANADA’S TOP LEADERS IN INVESTMENT SUMMIT

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 virtual platform, typically once the conference has concluded. 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 FENI 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.


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 virtual platform, typically once the conference has concluded. 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 FENI 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.