2021 Sponsorship Opportunities

2021 Sponsorship Opportunities Restore. Renew. Refocus.

2021 Sponsorship Opportunities

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CPAmerica Sponsorship As a CPAmerica sponsor, you gain access to 88 high caliber independent accounting firms across the United States. 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 65 percent of CPAmerica 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 – a top-10 accounting organization in the U.S. and worldwide.

CPAmerica member firms and Crowe Global firms generate a combined revenue of $4.4 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, and 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 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 88 firms with $1.18 billion in revenue, CPAmerica members are vetted through a rigourous 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 more than 2,800 accounting professionals and more than 750 partners.

With a rich history of more than 40 years in the profession, CPAmerica has made its mark among member firms. Twenty-five 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

CPAmerica CPAConnect CPAmerica CPAConnect

Accrual Billings $11.9 M $0.8 M $108 M $ 3.7 M

Partners People 10.2 2 52 3

45.2 7 279 21

Member Firm Headquarters and Locations

2021 Sponsorship Opportunities

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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 Tax Services - National Tax Advisory Historic Tax Credit HR & Recruiting Low Income Housing Tax Credit

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 Disclosure Tax Services - Work Opportunity and Empowerment Zone Tax Credits Technology Services Travel & Entertainment

Marketing

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2021 Events and Meetings A&A Conference June 22-25, 2021 - Denver, CO 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: Four Seasons Hotel Denver » Reservation Deadline: Friday, May 28

Next Generation Conference July 14-16, 2021 - New Orleans, LA 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: Omni Royal Orleans » Reservation Deadline: Tuesday, June 22

Client Accounting Services Meeting July 20-22, 2021 - Denver, CO This three-day meeting will provide professionals the opportunity to gain insight from experts in this field as well as member-sharing opportunities.

» Hotel: The Brown Palace Hotel and Spa » Reservation Deadline: Monday, June 28

Leading Partners Retreat & Firm Management Roundtable September 21-24, 2021 - Park City, UT 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 Stein Eriksen Lodge Deer Valley » Reservation Deadline: Thursday, August 19 6

www.cpamerica.org • (352)727-4070

CPAConnect Roundtable October 26-29, 2021 - Tucson, AZ 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 Tucson National Resort » Reservation Deadline: Monday, October 4

Tax Conference November 7-10, 2021 - Denver, CO 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: Four Season Hotel Denver » Reservation Deadline: Friday, October 15

International Group Meeting November 29-December 2, 2021 - Ft. Lauderdale, FL This three-day meeting supports members’ international business development through networking between members of CPAmerica and Crowe Global and interactive sessions focusing on the unique requirements and knowledge of this niche.

» Hotel: The Ritz Carlton » Reservation Deadline: TBD

Regional Meetings Because of the exclusivity of member sharing at these 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!

» Central Mountain/West Coast Partners: July 22-23 • Denver, CO » Northeast/Midwest Partners: July 29-30 • Boston, MA » Southeast Partners: August 15-16 • Atlanta, GA 2021 Sponsorship Opportunities

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Live Event Sponsorship The items listed below are included with sponsorship of CPAmerica’s live events. Additional costs are available as noted. All Preferred Providers receive a 10 percent discount off all sponsorship packages.

$10,000

Price per Event

$7,000

PREMIER PARTNERS

STRATEGIC PARTNERS

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$4,000

ALLIANCE PARTNERS

$2,000

ESTEEMED EVENT PARTNERS

Appear on All Applicable Conference Signage, Registration Website & CPAmerica App Attendee Directory - inclusion as a sponsor Inclusion in Sponsor recognition promo prior to start of meeting each day Exhibit Table - 6 ft. Skirted Table Complimentary Registrations - excludes closed sessions; attendance at optional events is available for additional fee

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Attendance at All Open Networking Breakfasts, Lunches and Dinners Attendance at All Networking & Special Events 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

One sponsored AM or PM break as agenda allows Branded Gifts - ability to provide a company-branded item to all attendees Attendee List - provided post-show Wifi Sponsorship 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

Live Event Annual Sponsorship Companies that sponsor at least three live and/or virtual 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 if there is availability in the agenda (Optional Breakfast sessions) The CPAmerica Advantage - monthly print newsletter - opportunity for quarterly 1/4 page ads and thought leadership content in two issues per year Number of event Wifi sponsorships

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Webinars - CPAI-driven content - sponsor to receive “brought to you by” credit for entire A&A or Tax Series CPAmerica’s Annual Presenting Sponsor premium banner signage CPAmerica Advantage Point - bi-weekly enewsletter - opportunity for banner ad in 12 issues, plus thought leadership articles on a quarterly basis

2021 Sponsorship Opportunities

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Virtual Event Sponsorship The items listed below are included with sponsorship of CPAmerica’s virtual events. Additional costs are available as noted. All Preferred Providers receive a 10 percent discount off all sponsorship packages.

$4,500

Price per Event

$3,500

$2,500

PREMIER PARTNERS

STRATEGIC PARTNERS

ALLIANCE PARTNERS

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$1,200

ESTEEMED EVENT PARTNERS

Appear on Registration Website, any virtual registration events, any printed programs, and all pre-event promo Attendee Directory inclusion as a sponsor CPAmerica App - inclusion as a conference sponsor and ability to send push notifications Inclusion in Sponsor recognition promo prior to start of meeting each day Complimentary Registrations to attend virtual sessions - excludes closed sessions Attendance at Virtual Welcome Reception Intro or thank you of speakers (as agenda availability allows) Dedicated Space on Virtual Platform (as platform allows) Joint Sponsored Virtual Breaks (“This Break is Brought to you by all Alliance Partners” credit) Sponsored Virtual Breaks (“This Break is Brought to you by [individual Sponsor name]”) Attendee List - provided post-show Virtual Welcome Reception “brought to You By” credit

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www.cpamerica.org • (352)727-4070

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

2021 Sponsorship Opportunities

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www.cpamerica.org • (352)727-4070