2018 sponsorship opportunities

2018 Sponsorship Opportunities Leaders achieving change.

2018 Sponsorship Opportunities

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Sponsorship has its privileges As a CPAmerica sponsor, you gain access to some of the highest caliber independent accounting firms in the country. This is an exclusive group, strategically selected based on their desire to remain independent while also being committed to improving their knowledge and developing the ability to grow through sharing of information and best practices with other CPAmerica member firms and industry leaders.

More than 40 percent of CPAmerica International member firms have been recognized by Accounting Today and INSIDE Public Accounting in the following categories: • Top 100, 200 and 300 Firms • Managing Partner Elite • Regional Leaders • Best Firms to Work For • Fastest-Growing Firms • Most Admired by Peers

Nationally Independent. Internationally Connected.

CPAmerica is a member of Crowe Global – the ninth largest accounting organization in the U.S. and worldwide. CPAmerica member firms and Crowe Global firms generate a combined revenue of $3.7 billion.

As a CPAmerica sponsor, you are uniquely positioned to develop relationships with U.S.-based firms that offer their clients the attention of a local firm with the knowledge and resources of an international association.

Your products and services will be top-of-mind as you develop long-lasting relationships with managing partners, partners who specialize in Tax, A&A and industry niches. You will also have the opportunity to become a trusted resource for mid-management and up-and-coming professionals who are working their way into leadership positions within the firm.

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www.cpamerica.org • (352)727-4070

Membership Overview CPAmerica International is committed to helping our members be attractive to the top recruits, grow their firms and help their leaders to rise above the rest.

Made up of 74 firms that average around $9.5 million with seven owners and 62 personnel, CPAmerica members are vetted through an exclusive process and only the firms with the highest standards of practice are elected to join the association.

By partnering with the association, your business gains access to 4,000 accounting professionals and more than 728 partners.

With a rich history of 40 years in the profession, CPAmerica has made its mark among member firms. Twentyfive firms have been with the association for more than 20 years. As a member-driven association, firms are actively engaged in association events and networking activities.

Our members are leaders in their communities and enjoy establishing personal relationships with our preferred providers.

Average Largest

2018 Sponsorship Opportunities

CPAmerica CPAConnect CPAmerica CPAConnect

Accrual Billings $9.5 M $0.8 M $53 M $ 3.7 M

Partners People 7 2 43 3

56 7 254 21

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Industries That CPAmerica Firms Work In Accounting, Tax Preparation, Bookkeeping and Payroll Services Administration of Housing Programs, Urban Planning and Community Development Administrative and Support and Waste Management and Remediation Services Construction and Infrastructure Convenience Stores Depository Credit Intermediation Dry cleaning and Laundry Services Educational Services Elementary and Secondary Schools Employment Services Executive, Legislative and Other General Government Support Finance and Insurance Funds, Trusts and Other Financial Vehicles General Freight Trucking, Longdistance Health Care and Social Assistance Information Insurance Investigation and Security Services International Trade Financing

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Legal Services

Building Material and Garden Equipment and Supplies Dealers

Administrative and Support Services Agriculture, Forestry, Fishing and Hunting All Other Professional, Scientific and Technical Services

Chemical Manufacturing Grocery Hospitality (Lodging, Food Service) Mining

Architectural, Engineering and Related Services

Office of Physicians and Dentists

Lessors of Nonfinancial Intangible Assets

Public Administration

Linen and Uniform Supply Management, Scientific and Technical Consulting Services Manufacturing (includes Pharmaceutical and Medicine) Merchant Wholesalers and Durable Goods Motor Vehicle and Parts Dealers Newspaper Publishers Nonmetallic Mineral Products Manufacturing Nursing and Residential Care Facilities Oil and Gas Extraction Other Services Personal and Laundry Services Printing and Related Support Activities Private Households Professional, Scientificand Technical Services

Real Estate, Rental and Leasing Religious, Grantmaking, Civic, Professional, and Similar Organizations Retail and Wholesale Trade Sand, Gravel, Clay, Ceramic and Refractory Minerals Mining and Quarrying Social Assistance Software Publishers Specialty Trade Contractors Tax Preparation Services Telecommunications (including paging, cellular, satellite, cable and other program distribution, resellers) Transportation and Warehousing Travel Arrangement and Reservation Services Trusts, Estates and Agency Accounts

www.cpamerica.org • (352)727-4070

Products and Services CPAmerica Members Buy Audit Services Business Services CPE & Training Data Security Financial Services Hardware & Software Tax Services - International Tax Inbound and Outbound Tax Services - IRC Section 179D Energy Efficient Buildings Deduction

Member Preferred Provider Niche Services Tax Services - New Markets Tax Credit Tax Services - Research and Development Tax Credits Tax Services - State and Local Tax Preferred Consultants Quantity Purchasing & Publications Research & Analysis Tax Services - Cost Segregation Tax Services - Foreign Asset Reporting and

Tax Services - National Tax Advisory

Disclosure

Historic Tax Credit

Tax Services - Work Opportunity and Empowerment Zone Tax Credits

HR & Recruiting Low Income Housing Tax Credit Marketing

2018 Sponsorship Opportunities

Technology Services Travel & Entertainment

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Who’s Boring?

Whoever said accountants were boring has never been to a CPAmerica event. Our members are serious when it comes to the technical aspects of their job, but when it’s time to enjoy the company of colleagues, peers and industry leaders that attend CPAmerica events, they know how to relax and have fun. CPAmerica members are open to developing new, long-lasting relationships that will enable them to grow into the firm of the future; earning their trust takes time, but it’s easy when you are elbow-to-elbow at some of the finest hotels and resorts nationwide.

2016 Leading Partners Retreat in Minneapolis, MN

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www.cpamerica.org • (352)727-4070

2016 Tax Conference in Savannah, GA

2017 CPAConnect Roundtable in Denver, CO

2018 Sponsorship Opportunities

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2018 Events and Meetings Marketing Roundtable May 17, 2018 - Portland, OR This one-day meeting brings together marketing directors, managers and coordinators from across the United States for networking, member sharing and continuing professional education.

» Hotel: Hilton Portland Downtown » Reservation Deadline: Friday, April 20

Next Generation Conference May 16-18, 2018 - Denver, CO This two-day, two-track event is designed for the firm’s successful Seniors through Managers that want to understand more about how the business works and how they can fit into the bigger picture.

Attendees will be immersed in relationship building, leadership principles and practice management basics with other professionals at their level in either the introductory track or advanced track along with partners and presenters committed to developing “career coachable” employees within our member firms.

» Hotel: The Westin Denver Downtown » Reservation Deadline: Tuesday, April 24

A&A Conference June 5-8, 2018 - Miami Beach, FL This three-day conference that runs concurrently with the Technology Roundtable offers a wide range of leading-edge programs for individuals dealing primarily with accounting and auditing. It targets key individuals involved with practice management and firm operations.

» Hotel: The St. Regis Bal Harbour » Reservation Deadline: Monday, May 7

Leading Partners Retreat & Firm Administrators Roundtable September 25-28, 2018 - Tucson, AZ Two conferences overlap to create an event designed for firm decision makers. Firm administrators discuss firm directional planning, while managing and leading partners meet to discuss complex practice management issues.

» Hotel: The Westin La Paloma Resort & Spa » Reservation Deadline: Wednesday, September 5

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www.cpamerica.org • (352)727-4070

CPAConnect Roundtable October 31-November 2, 2018 - New Orleans, LA The Roundtable is the main conference for all CPAConnect members and provides a chance for sole practitioners and firm leaders of firms under $3 million in revenue to meet. The conference agenda covers technical aspects relating to the industry, as well as firm operational topics; including marketing and technology.

» Hotel: Omni Royal Orleans Hotel » Reservation Deadline: Tuesday, October 9

Tax Conference November 4-7, 2018 - New Orleans, LA Sophisticated client tax planning based on current developments in tax legislation is the focus of this conference. Speakers keep professionals up-to-date on tax practice management strategies.

» Hotel: The Ritz-Carlton, New Orleans » Reservation Deadline: Monday, October 15

International Group Meeting December 3-5 - Atlanta, GA This three-day meeting supports members’ international business development through networking between members of CPAmerica and Crowe Horwath International and interactive sessions focusing on the unique requirements and knowledge of this niche.

» Hotel: Four Seasons Hotel Atlanta » Reservation Deadline: Sunday, November 11

Regional Meetings Because of the exclusivity of member sharing at these one-day regional partner meetings, sponsors are not typically invited to attend. However, if your company would like to have presence with these decision makers, we are extending the opportunity to provide welcome gifts, nightly amenities, sponsorship of a speaker, etc. Call us to discuss details!

» Northeast Partners: June 14-15 • Hudson Valley, New York » Central Mountain/West Partners: July 19-20 • Santa Barbara, CA » Southeast Partners: August 16-17 • Atlanta, GA

2018 Sponsorship Opportunities

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Event Sponsorship The items listed below are included with sponsorship of CPAmerica’s Tax Conference, A&A Conference, Leading Partners Retreat, Next Generation Conference, CPAConnect Roundtable and/or Regional meetings.

Additional costs are available as noted. All Preferred Providers receive a 10 percent discount off all sponsorship packages - use code PREFPROVIDER10%OFF.

$10,000

Price per Event

$7,000

$4,000

PREMIER PARTNERS

STRATEGIC PARTNERS

ALLIANCE PARTNERS

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2

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$2,000

ESTEEMED EVENT PARTNERS

Appear on All Applicable Conference Signage and Registration Website Attendee Directory inclusion as a sponsor CPAmerica App - inclusion as a conference sponsor Exhibit Table 6 ft. Skirted Table Complimentary Registrations - excludes closed sessions; attendance at optional events is available for additional fee Attendance at All Open Networking Breakfasts, Lunches and Dinners Attendance at All Networking and Special Events Coffee Breaks During Conference - signage In-Room Welcome Gift - welcome members with champagne, gourmet baskets, etc.

Additional cost based on item selected

Additional cost based Additional cost based Additional cost based on item selected on item selected on item selected

Branded Gifts - ability to provide a companybranded item to all attendees Attendee List - provided post-show; CPAmerica can send emails to attendees on sponsors’ behalf Opening Keynote (if applicable) and Meeting Kickoff - verbal recognition Opportunity to Address Membership - details are negotiable based on company’s goals and objectives

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www.cpamerica.org • (352)727-4070

Annual Sponsorship Companies that sponsor at least three CPAmerica events per year at the Alliance level or above will be considered annual sponsors and receive the following additional benefits: *All content provided is subject to approval. Limited availability based on first-come-first-served basis.

Price per Event

$10,000

PREMIER PARTNERS

$7,000

STRATEGIC PARTNERS

$4,000

ALLIANCE PARTNERS

CPAmerica Social Media - Sponsors will receive recognition and promotion thorough the CPAmerica social media accounts Webinars, sponsor-driven content - opportunity to provide thought-leadership content for CPE credit (one webinar per year)* Opportunity to present CPE qualifying sessions - details are negotiable based on company’s goals and objectives CPAmerica’s Annual Presenting Sponsor - premium banner signage at all major events Webinars, CPAmerica-driven content - sponsor to receive “brought to you by” credit for the entire A&A series (6 total) or Tax series (8 total). Content provided by CPAmerica-selected speakers The CPAmerica Advantage - monthly print newsletter - opportunity for quarterly 1/4 page ads and thought leadership content in two issues per year* CPAmerica Advantage Point - bi-weekly enewsletter - opportunity for banner ad in 12 issues, plus thought leadership articles on a quarterly basis* Provider Spotlight - gain exposure to members in a Q&A style article that highlights your company offerings, culture and the value you deliver to CPA firms* “Ask the Partner” Sharing Call – This opportunity is only available to companies who already work wih at least one CPAmerica member.

CPAmerica members will be able to interact via Adobe Connect conference call with both the firm Partner as well as the CPAmerica sponsor/partner*

2018 Sponsorship Opportunities

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To discuss these opportunities or to build a customized package that fits your needs, please contact Tarena Stanley at events@cpamerica.org or (352)727-4155.

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www.cpamerica.org • (352)727-4070