2024 CPAmerica Sponsorship Opportunities

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2024


Founded in 1978, CPAmerica is one of the oldest and largest associations of independent CPA firms in the United States. It includes more than 90 firms in 45 states with more than 870 partners and 5,500 professionals. Members vary in size from $5 million to over $140 million in revenues averaging $14.8 million with total revenues exceeding $1.5 billion. CPAmerica is uniquely positioned as a member of Crowe Global, the 8th largest international accounting firm network. CPAmerica members are not members of the network, but they enjoy access to international expertise in more than 145 countries and cross border referrals while not subject to the compliance requirements of a network. As a CPAmerica sponsor, you gain access to 90+ highcaliber, 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 collaboration and sharing best practices with other CPAmerica member firms and industry leaders. 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 upand-coming professionals who are working their way into leadership positions within the firm.

Where collaboration means business


Members gather throughout the year to share firm successes, collaborate and support the professional relationships they’ve built. CPAmerica events and meetings are held in popular cities across the country, providing members with inspiration to carry out the common goal of continuous improvement.

LARGE FIRM GROUP

Jan. 24-25 Palm Desert

Focus: Practice Growth & Management JW Marriott Desert Springs Resort & Spa Palm Desert, California

May 5-6

STAFF TRAINING (A&A)

Level 3 Durham Jul. 22-23 Level 4 Jul. 24-25

NEW LEADING PARTNER

Jul. 16-19

A&A CONFERENCE Napa

The Meritage Resort & Spa Napa, California

Focus: Managing Partners < 3 years Pensacola, Florida

MARKETING ROUNDTABLE

Jul. 16-19

TECHNOLOGY ROUNDTABLE Napa

Focus: Technology & Network Admin

May 15-16 Orlando

The Meritage Resort & Spa Napa, California

Focus: Marketing JW Marriott Orlando Bonnet Creek Orlando, Florida

Jun. 6-7

Hyatt Place Durham/Southpoint Durham, North Carolina

Focus: Audit

Pensacola

CENTRAL MTN/WEST REGIONAL MEETING

Focus: A&A Staff Training

NEW PARTNER GROUP

Jul. 31-Aug.1 Kansas City

Focus: New Partners < 3 years

Colorado Springs

The Fontaine Kansas City, Missouri

Focus: Partner-Level Member Sharing Garden of the Gods Resort Colorado Springs, Colorado Aug. 1-2

NEXTGEN CONFERENCE

MIDWEST/NORTHEAST REGIONAL MEETING Kansas City

Focus: Partner-Level Member Sharing

Jun. 12-14 Denver

The Fontaine Kansas City, Missouri

Focus: Senior/Manager Growth & Leadership Four Seasons Hotel Denver Denver, Colorado

STAFF TRAINING Leadership (TAX) & LEADERSHIP Tranining TRAINING (OPTIONAL) Jun. 17

Aug. 6-8

CLIENT ADVISORY SERVICES MEETING Salt Lake City

Focus: Client Advisory Services Le Meridien Salt Lake City, Utah

Durham

Level 1 Jun. 18-21 Focus: Tax Staff Training Hyatt Place Durham/Southpoint Level 2 Jun. 24-27 Durham, North Carolina

SOUTHEAST REGIONAL MEETING

Aug. 22-23 Atlanta

Focus: Partner-Level Member Sharing

NEW LEADING PARTNER/LARGE FIRM GROUP

Sep. 23-24 Boston

Focus: Leading Partners and Partners Growth and Leadership Intercontinental Boston Boston, Massachusetts

LEADING PARTNERS RETREAT

Sep. 24-27 Boston

Focus: Practice Growth and Management Intercontinental Boston Boston, Massachusetts

FIRM MANAGEMENT ROUNDTABLE

Sep. 24-27 Boston

Focus: Firm Management Intercontinental Boston Boston, Massachusetts

CPACONNECT ROUNDTABLE

Oct. 20-23 Nashville

Focus: Practice Growth and Management Loew’s Hotel Nashville, Tennessee

TAX CONFERENCE

Nov. 10-13 Fajardo

Focus: Tax El Conquistador Fajardo, Puerto Rico

INTERNATIONAL GROUP MEETING

Dec. 10-13 Fort Lauderdale

Focus: International Practice Growth & Management Ritz-Carlton Fort Lauderdale Fort Lauderdale, Florida

Thompson Buckhead Atlanta, Georgia

Where collaboration means business.

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Visionary Partner

$14,000 per event or $12,000 annual investment (at least three meetings)**

(Available for A&A, NextGen, Client Advisory Services, Leading Partners Retreat/Firm Management Roundtable, Tax, International, CPAConnect Roundtable, Marketing Roundtable) Sponsor benefits include: • Logo to appear on all conference signage, registration website and the CPAmerica app • Inclusion in sponsor recognition promo on-site and CPAmerica social media accounts • Exhibit space • Three (3) complimentary delegate registrations* (includes all networking breaks, conference meals and evening events) • Attendee list provided post-event • Sponsored networking break • Opportunity to address membership (i.e. introducing/thanking a speaker) • Wi-Fi sponsor with sign • Welcome Reception sponsorship • CPAmerica app splash page ad • Lead a webinar and/or sharing call with members

Inspiring Partner

$9,000 per event or $8,000 annual investment (at least three meetings)**

(Available for A&A, NextGen, Client Advisory Services, Leading Partners Retreat/Firm Management Roundtable, Tax, International, CPAConnect Roundtable, Marketing Roundtable) Sponsor benefits include: • Logo to appear on all conference signage, registration website and the CPAmerica app • Inclusion in sponsor recognition promo on-site and CPAmerica social media accounts • Exhibit space • Two (2) complimentary delegate registrations* (includes all networking breaks, conference meals and evening events) • Attendee list provided post-event • Sponsored networking break • Opportunity to address membership (i.e. introducing/thanking a speaker) *Each additional delegate registration is $1,500 per meeting **See page 5 for Annual Sponsorship details

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Connected Partner

$7,000 per event or $6,000 annual investment (at least three meetings)

(Available for A&A, NextGen, Client Advisory Services, Leading Partners Retreat/Firm Management Roundtable, Tax, International, CPAConnect Roundtable, Marketing Roundtable) Sponsor benefits include: • Logo to appear on all conference signage, registration website and the CPAmerica app • Inclusion in sponsor recognition promo on-site and CPAmerica social media accounts • Exhibit space • One (1) complimentary delegate registration* (includes all networking breaks, conference meals and evening events) • Attendee list provided post-event

À La Carte Sponsorship Opportunities

$8,000 per meeting (includes two delegate registrations) Due to the exclusive nature of these meetings, the following list is limited to one sponsor per event • Regional Meetings - Central Mountain/West Coast, Northeast/Midwest, Southeast • New Partner Group • Large Firm Group - January • New Leading Partner/Large Firm Group - September

Annual Sponsorship

Sponsor three or more meetings per year to receive the following benefits in addition to your selected sponsorship level per meeting • • •

CPAmerica Advantage newsletters - opportunity for quarterly 1/4 page ads and thought-leadership content in one issue Opportunity to present CPE-qualifying sessions if there is availability in the agenda (Optional Breakfast Sessions) Webinars, sponsor-driven content - opportunity to provide thought-leadership content for CPE credit (one webinar per year)

*Each additional delegate registration is $1,500 per meeting

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Annual Collaborative Partners

Take your visibility to the next level with this annual partnership min. $50,000 investment

Benefits include: • Quarterly webinar/opportunity to provide thought-leadership content (1 CPE per webinar) • CPAmerica prominently placed custom pop-up banner (at select meetings) • CPAmerica e-newsletter banner ad throughout the year • Quarterly thought-leadership articles for the CPAmerica Advantage newsletter and/or Center of Excellence • Opportunity to share and/or collaborate within the Center of Excellence (at the discretion of CPAmerica)

Additional Opportunities

Make your investment go further with these add-on options (Subject to availability) • Mentor/Mentee Meet and Greet/Networking Mixer • Sponsored Community Service Project • Annual name badge sponsor • Center of Excellence community ad space • Event app splash page ad space (included in Visionary Partner Level) • Tax/A&A Webinar Series sponsorship (8 webinars per series)

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For more information about these opportunities or to build a customized package that fits your needs, please contact Tarena Stanley at tstanley@cpamerica.org or (352) 727-4155


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