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With Unisfair Partnership, Carlson Plans to Offer More than Just Virtual Events

Unisfair has formed a multi-year partnership with Carlson Marketing the largest independent marketing firm in the U.S. Together, Unisfair and Carlson plan to change how virtual events and environments are delivered by offering a full-service Virtual Engagement Platform that streamlines the process of creating a virtual event or environment.

“We’re excited because we can now create conferences, meetings, shows and events that last six months or a year rather than just three days,” noted, Mike McWilliams, Event Strategist for Carlson Marketing. “Take all the things we do well for physical events -- the strategy, all the management, the marketing, the content development, the measurement -- all those things are the same components we are bringing into our virtual event practice.”

Carlson has been delivering online meetings, webinars, webcasts, and e-learning solutions to clients for more than 10 years. Now, they’ve taken the next step and entered into a partnership with Unisfair to develop and deliver more robust conferences and they are already having a lot of success with some of their major clients. This virtual conference solution is a part of a more robust Carlson Virtual Engagement Suite.

“We are delivering a lot of different types of web-based content for clients that ensure their attendees get and stay engaged longer,” said McWilliams.
Although Carlson has built many technologies in-house, there are times when they partner for solutions, and that’s what they’re doing here within a virtual conference space.

“They’re (Unisfair) one of the leaders in the virtual technology space and we’re one of the leaders in the engagement space and partnered together, you really have an opportunity to bring some great solutions to our clients,” said McWilliams.

Under the terms of the agreement, Unisfair will provide its virtual environment technology to Carlson clients while Carlson acts as the client’s strategic consultant, helping businesses chart out everything from strategy and selling to staffing and analytics. Carlson will produce each event with responsibility for everything from interactive product design and sponsorship sales to promotion and event operations. Following each virtual event, the companies will provide the client with the industry’s most comprehensive research and analytics, which offers valuable insight into attendees and outlines ROI.

Carlson plans to do quite a bit of custom booth development, and a lot of the content development and creative design. “We have a fantastic digital creative team and they do a great job with customizing the tools and making sure that there’s brand relevance.”

The plan is to wrap a lot of Carlson’s strategies around the concept of interactive engagement, leveraging a host of mobile, social and virtual tools to deliver a complete event lifecycle. There is a pre-event phase which then remains active during the event and also allows the event to stay online for months afterward in one persistent environment. They have developed methodology around the concept of interactive engagement that they can leverage with clients.

“Obviously technologies will always change,” noted McWilliams. “Technologies will always improve. What’s critical is the way you use them to drive engagement and really achieve business results, and that’s where we focus. The key is developing a strategy that applies the right technology with the right audience, leveraging to right strategy and content, and being able to measure the results.”

“The possibilities are limitless when it comes to measurement. For example, you can track attendees through any environment and understand what sessions they attended, what booths they visited and what white papers they downloaded. Those things are all very tactical and mechanical. But we also have a proprietary methodology for measuring relationship strength. Virtual technology affords great new opportunity to apply that methodology and demonstrates industry-leading thinking.”

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Tags: Carlson Marketing, Mike McWilliams, Unisfair, Virtual Engagement Platform

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Groupe Aeroplan to Acquire Carlson Marketing

Combination Creates the World’s Leading Loyalty Management Provider

MONTREAL, CANADA and MINNEAPOLIS, MINNESOTA, November, 3, 2009 – Groupe Aeroplan Inc.
(TSX: AER), a leading international loyalty management corporation, headquartered in Canada, today
announced that it has entered into an agreement with Carlson Companies, Inc. (CCI) to purchase Carlson
Marketing, a privately-owned, US-based loyalty marketing services provider for a net purchase price of
US$175.3 million (Cdn$188.0 million), including transaction costs of US$6.5 million (Cdn$7.0 million) and
subject to certain working capital adjustments. In addition, Groupe Aeroplan expects to incur one-time costs of
approximately US$15 million (Cdn$16.0 million), primarily related to the migration of technology infrastructure
in the US out of CCI’s systems. The acquisition is subject to customary closing conditions and standard
antitrust approvals in the United States and Canada. The transaction is expected to close by early December
2009, and will be financed with cash on hand and bank facilities.

Carlson Marketing’s solid US presence secures an important footprint for Groupe Aeroplan in the largest
consumer market in the world. Moreover, the transaction provides Groupe Aeroplan with immediate
geographic diversification and accelerates the company’s international expansion strategy into the G20
countries.

Carlson Marketing is widely recognized for its leading-edge global knowledge of loyalty marketing services,
and engagement and events management. Carlson Marketing has strong client relationships, which include
some of the world’s most respected brands in important sectors including financial services, automotive, high
tech, consumer packaged goods and pharmaceutical. Carlson Marketing is truly global with a presence in
North America, Europe, Asia Pacific and the Middle East, and over the last 18 months, has successfully
positioned itself for growth.

“This acquisition is a logical extension for our company, as we diversify our business model to include a
broader range of services within the loyalty management space in the US and internationally,” said Rupert
Duchesne, President and CEO of Groupe Aeroplan. “Acquiring a proven leader in the loyalty marketing space
is the most cost effective and timeliest route to broadening our loyalty services offering. Carlson Marketing is
widely recognized for their innovative thinking when it comes to understanding consumer behaviour, rewards
and data analytics, areas that are pivotal to driving future growth in the global loyalty arena.”

Groupe Aeroplan’s businesses and Carlson Marketing will continue to operate separately and independently.
Carlson Marketing’s experienced and well-respected management team, led by President and CEO Jeff
Balagna, will continue to run the operations. The two companies, with solid leadership and highly capable
workforces, will benefit from leveraging intellectual capital across the entire corporation.

“This transaction is good news for the employees and customers of Carlson Marketing and a great opportunity
for Groupe Aeroplan,” declared Carlson President and CEO Hubert Joly. “It also frees up resources for
Carlson that the company can deploy to accelerate the growth of its hotel, restaurant, and travel businesses at
a time when significant opportunities exist in these markets.”

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