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South Carolina Association of Certified Public Accountants

Marketing Guide Exhibit, Sponsorship & Advertising Opportunities

South Carolina

CPA


Myrtle Beach State Dance: Shag

Caesars Head Overlook State Bird: Carolina Wren (Mockingbird, 1939 – 1948)

Table of Contents 2

Key Contacts

3

SCACPA Profile

4

Conference Sponsorships

4

Conference Exhibit Opportunities

5

Events Classes, Rates and Deadlines

6

Conference Schedules, Details and Rates

8

Exclusive Sponsorship Events

10

SCACPA Member Event Sponsorship and Exhibit Opportunities

13-14 Sponsor/Exhibitor Application 15-17 Sponsor/Exhibitor Logistics, Terms and Conditions 18-19 Print and Electronic Advertising 20-21 Advertising Rate Sheets 22

Affinity Program Information

Learn more about our state with our facts and figures scattered throughout this guide!

2

Key Contacts CONFERENCES AND SEMINARS April Cox Education Manager acox@scacpa.org (888) 557-4814 ext. 110 MEMBER AND SPECIAL EVENTS Sandra Oxner, CMP Chapter and Member Events Coordinator soxner@scacpa.org (888) 557-4814 ext. 112 ADVERTISING (Print and Electronic) Emily Allen Communications Coordinator eallen@scacpa.org (888) 557-4814 ext. 106 AFFINITY PROGRAMS Katherine Swartz, CAE Member Services Director kswartz@scacpa.org (888) 557-4814 ext. 105


SCACPA Profile 1. Professionals in a position to not only use your service or product, but also recommend it to colleagues or clients CPAs are trusted by companies, consumers and colleagues every day for their financial expertise. If your product or service makes an impression on CPAs, you can be sure their clients will hear about it as well.

SCACPA is your connection to more than 3,900 of South Carolina’s top accounting and financial talents. Whether you plug into one of our sponsorship packages, advertising opportunities or make face-toface contact by exhibiting at one of the 50-plus exhibit opportunities available this year, you’re guaranteed an audience of highly specialized professionals. We have a long-standing relationship with South Carolina’s elite group of Certified Public Accountants, from sole practitioners to large regional firms. The state’s top CFOs, controllers, financial managers, and primary purchasers of financial services have all joined SCACPA’s band of members.

2. Well-educated and financial savvy CPAs have met stringent education and experience requirements to earn their titles and they must attend continuing professional education events each year to maintain their coveted rank. SCACPA events are wellattended, giving you exposure to a valuable, targeted audience.

We are pleased to offer a variety of advertising and sponsorship opportunities for 2010. Either sponsorship, advertising, or a combination of both through one of our package options, provides excellent opportunities for you to market your company’s product or service to hundreds and thousands of CPAs.

3. Responsible decision makers who are loyal CPAs are used to doing extensive due diligence before making decisions, so when they choose to use your product or service, you can bet they will be loyal customers.

Make the Most of Your Business Development We market all SCACPA events well in advance, so sign up now to take full advantage of the opportunity. If you act now, your company will be included in all marketing efforts leading up to the event (that means exposure to 1,000-5,000 South Carolina CPAs depending on the event)! Plus, receive additional discounts by sponsoring or exhibiting at multiple events! Our members are:

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Get valuable exposure to a targeted audience of CPAs and financial professionals, and take advantage of the opportunity to introduce them to your product or service. SCACPA offers a variety of events throughout South Carolina at which to sponsor or exhibit. Choose to sponsor events, tote bags, networking receptions, and more. Plus, receive additional discounts by sponsoring or exhibiting at multiple events! INA CAROL H T U IN SO ATION C ia O L Y Columb IT nburg CPA C le/Sparta

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4. Respected for their knowledge by clients, colleagues and employees In addition to the sole practitioners who are trusted by many consumers and companies, CPAs who attend SCACPA events include CFOs, controllers, CEOs, partners, owners — in other words, the decision makers you want to see attend SCACPA events.

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3


Conference Sponsorship Opportunities Conferences provide a unique and exciting opportunity to network with your target market, herald your name and interests and explain your products and services in a one-on-one atmosphere. Gold sponsorship at conferences denotes highest billing and prestige. Silver sponsorship packages expose your company at a valued investment.

Gold Sponsorship

Limited to two companies per conference and one per business type (i.e. one consulting firm, one CPA firm, one placement firm, etc.) • Entire exhibitor package (see details below ) • Signage with company name at event • Company logo inclusion in promotional conference brochure* • Company logo on conference Web page with link to company Web site • Company logo with link and company description (50 words or less) on the SCACPA Marketplace Web page for the entire year • List of conference attendees (provided at the conference) • Recognition in The CPA Report professional journal and Current Assets e-Newsletter • Opportunity to be a greeter at event registration desk • Company logo on the cover of the conference manual* • One page color advertisement in attendee manual (8.5x11”, no bleeds)*

Silver Sponsorship • • • • • • • •

Entire exhibitor package (see details below ) Signage with company name at event Company logo inclusion in promotional conference brochure* Company logo on conference Web page with link to company Web site Company logo with link and company description (50 words or less) on the SCACPA Marketplace Web page for the entire year List of conference attendees (provided at the conference) Recognition in The CPA Report profesional journal and Current Assets e-Newsletter Company name listing in conference manual*

* Payment and artwork MUST be received prior to publication deadline. 4

Custom Conference Sponsorships

Other sponsorship opportunities, such as keynote sponsor, attendee gift sponsor and meal sponsor are available at various conferences.

Conference Exhibit Opportunities

Exhibitor opportunities at SCACPA conferences allow for networking, face-to-face contact with future and current clients and customers, and the opportunity to expose your products and services to a target group of accounting professionals. Exhibitor Package Includes • One 8’ table and two chairs • Lunch with attendees (Limited to two per exhibitor per day) • Company name listing in conference brochure* • Company name listing in conference manual* • List of conference attendees (provided at the conference) • Opportunity to provide door prizes to attendees • Company name listing on conference Web page • Signage at event The exhibitor package DOES NOT include: • Telephone/Internet connection • Electrical connection • Additional easels or tables • Shipping/Freight • Booth set up • Additional Meals Dreher Island State Fish: Striped Bass (Rockfish) State Reptile: Loggerhead Turtle


Event Classes, Rates and Discount Deadlines

DID YOU KNOW South Carolina has many state symbols of cultural and historical relevance to the state. Most have only recently been designated state symbols. The 1900s saw the introduction of many new state symbols such as South Carolina's state tree in 1939, the state animal in 1972, and the state fruit in 1984.

CLASS A EVENT RATES

Nonprofit Conference (Discount Deadline: March 4) Audit of Benefit Plans Conference (Discount Deadline: March 25) Government Conference (Discount Deadline: April 1)

New In 2010: Concierge Package

When you choose the Concierge exhibit option, we will make your materials available to conference attendees. Simply ship us the materials you would like displayed, and we will place them on a table with your company’s name. This is a perfect alternative for those who cannot attend but want to have a presence at the event.

Gold Sponsorship: $875 Gold Sponsorship after deadline: $975 Silver Sponsorship: $625 Silver Sponsorship after deadline: $725 Exhibitor Package: $275 Exhibitor Package after deadline: $375 Concierge Option: $150

Concierge Package Includes • One 8’ table • Company name listing in conference manual* • List of conference attendees (PDF is provided after the conference) • Signage at event This package does not include setting up custom display booths or the cost of shipping your materials back to you. If you want materials shipped back to you, it would be at your expense. * Payment and artwork MUST be received prior to publication deadline.

CLASS B EVENT RATES Technology Conference (Discount Deadline: May 25) Litigation Conference (Discount Deadline: July 22) Emerging Leaders Conference (Discount Deadline: July 29) Women in Leadership Conference (Discount Deadline: September 2) Hot Topics Conference (Discount Deadline: October 6)

For additional information on conference sponsorships and exhibitor packages, contact April Cox at (803) 791-4181 ext. 110 or e-mail acox@scacpa.org.

Gold Sponsorship: $875 Gold Sponsorship after deadline: $1075 Silver Sponsorship: $625 Silver Sponsorship after deadline: $825 Exhibitor Package: $275 Exhibitor Package after deadline: $375 Concierge Option: $150

30%

CLASS C EVENT RATES

26%

Industry Conference (Discount Deadline: August 19) A&A Conference (Discount Deadline: October 14) 8%

8%

7%

5%

5%

4%

4%

2%

2%

Gold Sponsorship: $1200 Gold Sponsorship after deadline: $1400 Silver Sponsorship: $950 Silver Sponsorship after deadline: $1150 Exhibitor Package: $550 Exhibitor Package after deadline: $650 Concierge Option: $250

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Conference Schedules, Details and Rates Nonprofit Conference (NEW!)

Government Conference

Anticipated attendance: 50-100 Conference Specifics: This one day conference, developed by SCACPA and the South Carolina Association for Nonprofit Organizations (SCANPO), is the only financial conference in the state geared to specifically meet the needs of CPAs and the financial staff who serve in and work with both large and small nonprofit organizations.

Anticipated attendance: 100-150 Conference Specifics: This one-day conference is designed for CPAs, auditors and accountants in or providing services to local, state and federal governments. This conference provides insight and understanding on new developments in government accounting and auditing, and other areas deemed appropriate.

Class A Rates Discounted Rate Deadline: March 4, 2010 Brochure publication deadline: February 26, 2010

Class A Rates Discounted Rate Deadline: April 1, 2010 Brochure publication deadline: March 4, 2010

Audits of Benefit Plans Conference

Technology Conference

Anticipated attendance: 50-100 Conference Specifics: This conference is designed for CPAs that perform audits of benefit plans.

Anticipated attendance: 100-150 Conference Specifics: This one-day conference is designed to provide participants with the tools and skills they need to keep up with the ever-increasing pace of changes in technology.

April 29, 2010 • Columbia

May 27, 2010 • Columbia

May 20, 2010 • Columbia

Class A Rates Discounted Rate Deadline: March 25, 2010 Brochure publication deadline: March 4, 2010

July 20, 2010 • Columbia

Class B Rates Discounted Rate Deadline: May 25, 2010 Brochure publication deadline: April 27, 2010

Litigation Conference

September 16, 2010 • Columbia Anticipated attendance: 50-100 Conference Specifics: This one day conference is designed for CPAs, attorneys and other financial professionals who prepare, critique or use valuations of closely held businesses and professional practices for the purpose of estate, gift and income tax reporting, financial reporting, mergers and acquisitions, divorce, commercial litigation and other applications. Class B Rates Discounted Rate Deadline: July 22, 2010 Brochure publication deadline: June 24, 2010 Hagood Mill State Food (unofficial): Grits Hospitality Beverage: Tea Snack Food: Boiled Peanuts 6


Emerging Leaders Conference (NEW!)

Hot Topics Conference (NEW!)

Anticipated attendance: 50-100 Conference Specifics: Hosted by the SCACPA Young CPAs Leadership Cabinet, this new two-day conference will feature a variety of technical and leadership topics arranged by young CPAs for young CPAs. Our target attendees are ages 35 and younger.

Anticipated attendance: 50-100 Conference Specifics: One of SCACPA’s newest conferences, the Hot Topic Conference is focused on international business this year. This program covers a variety of topics and will enable participants to be ahead of the profession’s impending transformation. We’ve assembled speakers from around the country to provide the most relevant and up-todate information to ensure you’re ready for what’s next.

September 23-24, 2010 • Charleston

Class B Rates Conference Attendee Gift Sponsor: Call for quote Discounted Rate Deadline: July 29, 2010 Brochure publication deadline: July 1, 2010

Industry Conference

October 11-12, 2010 • Columbia Anticipated attendance: 150-200 Conference Specifics: A two-day conference to update CPAs in industry, including CEOs, CFOs and Controllers, on various topics of importance to CPAs not in public practice including employment law, employee benefits, risk management and much more. Class C Rates Conference Attendee Gift Sponsor: Call for quote Discounted Rate Deadline: August 19, 2010 Brochure publication deadline: July 22, 2010

Women In Leadership Conference (NEW!) October 28, 2010 • Columbia

December 1, 2010 • Columbia

Class B Rates Discounted Rate Deadline: October 6, 2010 Brochure publication deadline: September 8, 2010

Accounting & Auditing Conference December 9-10, 2010 • Charleston

Anticipated attendance: 150-200 Conference Specifics: CPAs in public practice, industry, and government attend this top-rated conference. With many sessions to choose from, both the traditional and nontraditional CPA will benefit. Class C Rates Conference Attendee Gift Sponsor: Call for quote Discounted Rate Deadline: October 14, 2010 Brochure publication deadline: September 16, 2010

For additional information on conference sponsorships and exhibitor packages, contact April Cox at (803) 791-4181 ext. 110 or e-mail acox@scacpa.org.

Anticipated attendance: 50-100 Conference Specifics: Attend our 2010 Women in Leadership Conference to meet other women who have achieved professional success. Join CPAs from all over the state to learn the secrets of personal and professional success. Class B Rates Conference Attendee Gift Sponsor: Call for quote Discounted Rate Deadline: September 2, 2010 Brochure publication deadline: August 5, 2010 Evening at Harbour Town, Hilton Head State Shell: Lettered Olive State Marine Mammal: Bottlenosed Dolphin 7


Exclusive Sponsorship Events: Be the Spotlight Sponsor! Get maximum exposure with an exclusive sponsorship of these CPE events where the spotlight shines only on you! Sponsorships must be secured at least eight weeks prior to the event. Exclusive Special Event Sponsorship Package • Premium company listing with logo in event marketing brochure (when payment is received prior to publication deadline) • Company logo with link to company website on SCACPA’s event marketing Web page

• Promotion in e-promotions and event reminders • One page of company literature distributed to participants at event • One exhibit table and two chairs • Lunch with attendees (Limited to two per exhibitor per day) • List of attendees (provided at the event) • Exclusive sponsor signage at event • Company logo with link and company description (50 words or less) on the SCACPA Marketplace Web page for the entire year

2010 Vacation Clusters

These popular multi-day seminar series mix CPE and recreation spread over three days. A diversified group of industry and public practice CPAs come for a mix of accounting and auditing, management and tax topics. Upstate Cluster • Greenville May 17-19, 2010 Average Attendance: 60-80

Mountains Cluster • Asheville, NC July 12-14, 2010 Average Attendance: 60-80

Grand Strand Cluster • Myrtle Beach June 14-16, 2010 Average Attendance: 60-80

Coastal Cluster • Charleston August 9-11, 2010 Average Attendance: 60-80

Exclusive Sponsorship: $750 Brochure Deadline: March 5, 2010 Exclusive sponsorship price is for one location only. Vendor must choose specific location when registering. Bundle with SCACPA and save $500 by sponsoring all four Vacation Clusters for only $2500. Greenville Liberty Bridge State Music: The Spiritual Popular Music: Beach Music State Opera: “Porgy and Bess”

8


Personal Financial Planning Conference

Federal Tax Update with Walter Nunnallee “2010 Road Tour”

Average attendance: Up to 50 Conference Specifics: This one-day conference is designed for all practitioners who provide clients with personal financial planning services or who wish to add this growing service to their practice.

Dates are as follows: December 13, 2010 • Florence Average attendance: 100-125

October 19, 2010 • West Columbia

Exclusive Sponsorship: $550 Brochure deadline: July 27, 2010

Accounting Educators’ Forum December 17, 2010 • Columbia

Average attendance: 45 Conference Specifics: The SCACPA Accounting Careers and Academic Relations Task Force plans this annual symposium, a full day of CPE arranged by educators for educators. The exclusive sponsorship includes a 25 minute educational session opportunity over lunch. Exclusive Sponsorship: $750 Brochure publication deadline: September 24, 2010

DID YOU KNOW The South Carolna Pledge : “I salute the flag of South Carolina and pledge to the Palmetto State love, loyalty and faith.”

Connect with more than 700 CPAs all in one week with the most popular CPE seminar series SCACPA offers!

December 14, 2010 • Hilton Head Average attendance: 100-125 December 15, 2010 • Columbia Average attendance: 250-300 December 16, 2010 • Greenville Average attendance: 250-300 Exclusive Sponsorship: $1000 Exclusive sponsorship price is for one location only. Vendor must choose specific location when registering. Bundle with SCACPA and save $500 by sponsoring the entire series for only $3500. Brochure Publication Deadline: September 20, 2010

For additional information on conference sponsorships and exhibitor packages, contact April Cox at (803) 791-4181 ext. 110 or e-mail acox@scacpa.org.

Jones Gap Middle Saluda River

The Newberry Opera House

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SCACPA Member Event Sponsorship and Exhibit Opportunities Participation in one – or all – of these member events is essential to your marketing success with CPAs in South Carolina. These events are designed by members for members and attract the leaders, decision makers and future CPAs of the profession.

2010 CPA Summit Special Sponsorship Opportunities This premier annual event, which will be held November 11-12 in Columbia, provides members with a profession update, successes for the current year, and goals for the upcoming year. There is also the installation of incoming officers, recognition of outgoing Board Members, Student Recognition Luncheon honoring our 2010-2011 scholarship recipients and the bi-annual New CPA Oath Ceremony. The target attendance is association leaders, including chapter officers, committee chairs, committee members and other members actively involved in SCACPA. PLATINUM SPONSOR Your company’s name is tied to The Summit, for example, “2010 CPA Summit, presented by Your Company.” Includes all gold level sponsorship benefits below. Platinum Sponsor: $5,000 GOLD SPONSORSHIP Limited to three sponsors and one per business type (i.e. one consulting firm, one CPA firm, one placement firm, etc.) • Entire exhibitor package (see page 4) • Signage with company name at event • Company logo inclusion in promotional conference brochure*

Riverbanks Zoo and Gardens

• Company logo on conference Web page with link to company Web site • Company logo with link and company description (50 words or less) on the SCACPA Marketplace Web page for the entire year • List of conference attendees (provided at the conference) • Recognition in The CPA Report professional journal and Current Assets e-Newsletter • Opportunity to be greeter at event registration desk • Company logo on the cover of the conference manual* • One page color advertisement in attendee manual (8.5x11”, no bleeds)* Choose From the Following Gold Level Events  Student and New CPA Recognition Luncheon Benefits: Recognition card on every table; logo recognition in event program; verbal appreciation; up to eight luncheon reservations  Membership Reception Benefits: Attend and network at this exclusive event; up to four reservations  Leadership Day Luncheon (Board of Directors, Chapter Officers and Committee Chairs) Benefits: Network with the current cadre of association leaders; verbal recognition Gold Sponsorship: $1,200 Gold Sponsorship after September 16, 2010: $1,400

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SILVER SPONSORSHIP • Entire exhibitor package (see page 4) • Signage with company name at event • Company logo inclusion in promotional conference brochure • Company logo on conference Web page with link to company Web site • Company logo with link and company description (50 words or less) on the SCACPA Marketplace Web page for the entire year • List of conference attendees (provided at the conference) • Recognition in The CPA Report professional journal and Current Assets e-Newsletter • Company name listing in conference manual* Choose From the Following Silver Level Events  Old Guard Reception (lifetime members, holding membership for 30-plus years): $750 Benefits: Attend and network at this exclusive event; logo placement in Summit program  Circle of Excellence Awards Dinner Centerpiece Sponsorship: $500 Benefits: Recognition card on every table; company name listed in program; verbal recognition

CUSTOM SPONSORSHIP OPPORTUNITIES  Student & New CPA Recognition Luncheon Table Sponsor: $250 Benefits: Verbal appreciation; Company name in program; Up to four luncheon reservations  Circle of Excellence Awards Dinner Table Sponsorship: $500 Benefits: Dinner reservations for up to eight attendees  Attendee Gift Sponsor: Call for quote Benefits: Co-brand a gift item for all Summit attendees with your logo and SCACPA’s. Ideas include tote bag, nametag lanyards and learning journals

CPA SUMMIT EXHIBIT OPPORTUNITIES (Limited to 15, see page 4 for benefits) Exhibitor Package: $750 Exhibitor Package after September 16, 2010: $950 Concierge Option: $250

For more information on member event sponsorships and exhibitor packages, contact Sandra Oxner at (803) 791-4181 ext. 112 or e-mail soxner@scacpa.org.

*Payment and artwork MUST be received prior to publication deadline, August 19, 2010.

Silver Sponsorship: $950 Silver Sponsorship after September 16, 2010: $1,150

Columbia Skyline State Stone: Blue Granite State Tartan: Carolina Tartan State Tree: Sabal Palmetto (Cabbage Palmetto)

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Professional Issues Updates “Road Tour” Package Sponsorship

New CPA Oath Ceremonies: April 28 and November 12

These half-day programs are held in nine cities across South Carolina to update CPAs on professional issues and trends. We anticipate reaching more than 900 members with this series of nine events in 2010.

SCACPA, in concert with the South Carolina Board of Accountancy, presents two memorable CPA Oath Ceremony Luncheons each year to welcome the newest CPA licensees to the profession and recognize them for their achievement. These elegant events honor new CPA licensees and bring together SCACPA Board of Directors, the members of the Board of Accountancy, partners of CPA firms and more for the occasion.

Cities on the tour include: Anderson Hilton Head Charleston Myrtle Beach Columbia Rock Hill Florence Spartanburg Greenville Package includes sponsorship and exhibit space, plus: • Verbal recognition at all events • Opportunity to provide door prizes at all events • Attendees’ list for all events • Logo link in e-mail publications and Web site pages regarding these events • Logo placement in printed marketing publications for the events • Limited to two exhibitors per event Total Investment: $6,000 for entire series or $750 per event The Reedy River in downtown Greenville Courtesy of Greenville CVB

Take advantage of the opportunity to associate your company with this wonderful event. There is no better opportunity to sell to the coveted audience of South Carolina CPAs at the start of their CPA career and to gain access to veteran CPAs who are there to honor their newest colleagues. CPAs are confidently loyal and become great advocates to their clients and colleagues. GOLD SPONSOR: $1000 (per event) • Up to 16 luncheon reservations (two tables) • Company logo inclusion in ceremony invitation* • Company logo inclusion in ceremony program • Company logo on event Web page with link to company Web site • Company logo with link and company description (50 words or less) on the SCACPA Marketplace Web page for the entire year • List of ceremony attendees (provided at the ceremony) • Verbal recognition during the ceremony • Recognition in The CPA Report professional journal and Current Assets e-Newsletter SILVER SPONSOR: $500 (per event) • Up to eight luncheon reservations (one table) • Company name inclusion in event invitation* • Company name inclusion in ceremony program • Company name on event Web page with link to company Web site • Company logo with link and company description (50 words or less) on the SCACPA Marketplace Web page for the entire year • List of conference attendees (provided at the conference) • Verbal recognition during the ceremony • Recognition in The CPA Report professional journal and Current Assets e-Newsletter BRONZE SPONSOR: $250 (per event) Includes four luncheon reservations and logo placement in program NEW CPA GIFT: $750 (per event) Receive permanent recognition at this signature event. Framed oath and photo will include a card with your company’s logo; logo placement in event program; verbal recognition during event *Payment and artwork MUST be received prior to publication deadline, March 31 (for April 28 event) and September 16 (for November 12 event).

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2010 Exhibitor/Sponsor Application (Please indicate which events in which you plan to participate.) CONCIERGE PACKAGE

ATTENDEE GIFT SPONSOR

CONFERENCES

GOLD SPONSOR

SILVER SPONSOR

EXHIBITOR PACKAGE

m Nonprofit April 29, 2010

m By March 4 -$875 m After March 4 - $975

m By March 4 - $625 m After March 4 - $725

m By March 4 - $275 m After March 4 - $375

m $150

m Audits of Benefit Plans May 20, 2010

m By March 25 - $875 m After March 25 -$975

m By March 25 - $625 m After March 25 - $725

m By March 25 - $275 m After March 25 - $375

m $150

m Government May 27, 2010

m By April 1 - $875 m After April 1 - $975

m By April 1 - $625 m After April 1 - $725

m By April 1 - $275 m After April 1 - $375

m $150

m Technology July 20, 2010

m By May 25 - $875 m After May 25 - $1075

m By May 25 - $625 m After May 25 - $825

m By May 25 - $275 m After May 25 - $375

m $150

m Litigation September 16, 2010

m By July 22 - $875 m After July 22 - $1075

m By July 22 - $625 m After July 22 - $825

m By July 22 - $275 m After July 22 - $375

m $150

m Emerging Leaders September 23-24, 2010

m By July 29 - $875 m After July 29 - $1075

m By July 29 - $625 m After July 29 - $825

m By July 29 - $275 m After July 29 - $375

m $150

m Call for Quote

m Industry October 11-12, 2010

m By August 19 - $1200 m After August 19 - $1400

m By August 19 - $950 m After August 19 - $1150

m By August 19 - $550 m After August 19 - $650

m $250

m Call for Quote

m Women in Leadership October 28, 2010

m By September 2 - $875 m After September 2 - $1075

m By September 2 - $625 m After September 2 - $825

m By September 2 - $275 m After September 2 - $375

m $150

m Call for Quote

m Hot Topics December 1, 2010

m By October 6 - $875 m After October 6 - $1075

m By October 6 - $625 m After October 6 - $825

m By October 6 - $275 m After October 6 - $375

m $150

m Accounting & Auditing December 9-10, 2010

m By October 14 - $1200 m After October 14 - $1400

m By October 14 - $950 m After October 14 - $1150

m By October 14 - $550 m After October 14 - $650

m $250

m Call for Quote

NEW CPA OATH CEREMONY: APRIL 28 and NOVEMBER 12 m Gold Sponsorship - $1000 (per event) m Silver Sponsorship - $500 (per event) m Bronze Sponsorship - $250 (per event)

m Attendee Gift Sponsor - $750 (per event)

2010 CPA SUMMIT COMBINED WITH TAX CONFERENCE m Platinum Sponsor - $5,000 m Gold Sponsorship By September 16 - $1,200 After September 16 - $1,400

m Silver Sponsorship By September 16 - $950 After September 16 - $1,150

Choose one gold level event: q Student & New CPA Recognition Luncheon q Membership Reception q Leadership Day Luncheon

m Exhibitor Package By September 16 - $750 After September 16 - $950

Choose one silver level event: q Old Guard Reception q Circle of Excellence Awards Dinner Centerpiece

m Concierge Package - $250 m Custom Sponsor Opportunities q Student and New CPA Recognition Luncheon Table Sponsor - $250 q Circle of Excellence Awards Dinner Table Sponsor - $500 q Attendee Gift Sponsor Call for quote

CLUSTERS & SPECIAL EVENTS

EXCLUSIVE SPONSORSHIP

BUNDLE

Vacation Clusters m Upstate, May 17-19 m Grand Strand, June 14-16

m $750 (per location)

m $2500 (includes all four locations)

m Mountains, July 12-14 m Coastal, August 9-11

m Personal Financial Planning Conference, October 19

m $550

Federal Tax Update with Walter Nunnallee m Florence, December 13 m Columbia, December 15 m Hilton Head, December 14 m Greenville, December 16

m $1000 (per location)

m Accounting Educators' Forum, December 17

m $750

Professional Issues Updates m Anderson m Charleston m Columbia

m Florence m Greenville m Hilton Head

m $750 (per location) m Myrtle Beach m Rock Hill m Spartanburg

m $3500 (includes all four locations)

m $6000 (includes all nine locations)

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2010 Exhibitor/Sponsor Application

Mail to: SCACPA; 570 Chris Drive; West Columbia, SC 29169 | Fax to: (803) 791-4196 | Email to: acox@scacpa.org Marketing Contact Name* Title Firm/Company

** On-site contact is the person who will be attending the event and who SCACPA’s CPE department will work with on the day-ofdetails, such as set-up/tear-down details, travel arrangements and additional services needed during the event.

Address City/State/Zip Phone

* Marketing contract is the person who the SCACPA CPE Department will work with to obtain the exhibitor/ sponsor application, payment, signed contract, company description, logo and other necessary items.

Fax

E-mail Address ON-SITE CONTACT NAME ONE**

ON-SITE CONTACT TWO

Contact Name:

Contact Name:

Title:

Title:

Firm/Company:

Firm/Company:

Address:

Address:

City/State/Zip:

City/State/Zip:

Phone:

Phone:

Fax:

Fax:

Email:

Email:

Cell phone for emergencies:

Cell phone for emergencies:

COMPANY INFORMATION Company Name to appear on signage: Web site Address: Product/Service: Your signature right indicates that you understand and agree to the terms provided on pages 16-17 of this marketing guide. Booths will not be reserved without the company representative’s signature and payment.

Signature: Date:

NOTE: Please attach a description of your company’s services/products (limited to 50 words - required). SCACPA reserves the right to edit your description. You may also email your logo and description to April Cox at acox@scacpa.org. PAYMENT INFORMATION PAYMENT METHOD

q CHECK

CREDIT CARD q Visa q MasterCard q American Express q Discover

PAYMENT TOTAL

Credit Card Number Expiration Date

Security Code/CCV#

Signature

Date

Mail to: SCACPA; 570 Chris Drive; West Columbia, SC 29169 | Fax to: (803) 791-4196 | Email to: acox@scacpa.org

$


Sponsor/Exhibit Logistics Discounts and Special Rates • Exhibit/Sponsor at two conferences and receive $50 off the cost of the second conference. • Exhibit/Sponsor at three conferences and receive $75 off the cost of the second and third conference. • Exhibit/Sponsor at four conferences and receive $100 off the second, third, and fourth conference.

Cancellation Policy Up to a full refund will be given if cancellation is received in writing 90 days before the event, depending on which sponsorship benefits have already been provided. No refunds will be provided for cancellations received 30 days or less prior to the conference.

Note: Payment for the conferences must be made at the time the discounts are taken.

Sponsor/Exhibitor Application/Contract On the conference sponsor/exhibitor application, please indicate which conferences you wish to sponsor and send completed application and payment to April Cox at the SCACPA office. Payment must accompany application, no exceptions.

your completed application and payment have been received. Every effort has been made to ensure that all information is accurate. Please note that dates and locations on all conferences are subject to change due to facility availability.

Items to Note Items shipped to conference facilities generally incur a fee. Directions, parking, accommodations, set-up, tear-down, exhibit hours and additional information will be provided after

For additional information on conference sponsorships and exhibitor packages, contact April Cox at (803) 791-4181 ext. 110 or e-mail acox@scacpa.org.

Issaqueena Falls State Wildflower: Goldenrod Myrtle Beach Fishing Pier State Dog: Boykin Spaniel

State Wild Game Bird: Wild Turkey

15


Exhibitor/Sponsor Terms and Conditions 1. Eligible Exhibitors: The Association reserves the right to determine the eligibility of any company or product for inclusion in the exhibition. 2. Full payment must accompany the application/contract. Exhibitors will not be allowed access to the conference until all fees are paid in full.

7. All sound equipment must be regulated so that it does not disturb neighboring exhibits. SCACPA reserves the right to determine at what point sound constitutes interference with others and must be discontinued. Due to regulations by the music industry regarding music at public meetings, conventions and shows, exhibitors may not play music during the conference, either live or recorded.

3. Opportunities are available on a first-paid, first-reserved basis.

8. Exhibitors will not be permitted to assign, sublet or share with others any part of the space allotted to them.

4. To ensure signage preparation and inclusion in event materials, sponsorship reservations must be made at least 90 days before the event date. Sponsorships will be accepted after the deadline date (within 90 days prior to the event date), however all benefits cannot be guaranteed.

9. SCACPA management reserves the right to require any exhibitor to move his exhibit to another location if it is in the best interest of the show.

5. This agreement is for exhibit space only; course materials are not included. Exhibitors may attend the program only if they formally register as a participant by paying the registration fee in addition to the exhibit fee. 6. SCACPA management reserves the right to approve the character of any exhibit, any goods therein and the attendant advertising and sales promotion and to prohibit anything which in its judgment because of noise or other objectionable features may detract from the show in general. Boone Hall Plantation

10. Advertising materials cannot be distributed outside of the exhibitor’s booth. 11. Booths must be kept clean. The floor and display areas of the booth must be clear of debris. Exhibitors will be liable for any extra clean-up costs incurred due to displays, food machines and other means. 12. The use of promotions, premiums, lotteries or giveaway contests must be approved by SCACPA management. Such approval may be granted or withheld with or without cause at the discretion of SCACPA management. 13. Objectionable practices by exhibitors or official suppliers should be reported immediately and not after the conference is completed. 14. It is agreed that SCACPA and the host facilities shall not be liable for any damage to, or destruction of, any exhibit from any cause or for the theft or disappearance of any exhibit or any property contained in or about the exhibit booth area. 15. The exhibitor agrees to indemnify and hold harmless SCACPA and the host facilities or their employees or their representatives against any and all liabilities for damage, injury or loss to all persons and any and all claims arising out of acts or omissions of exhibitors, their employees or their representatives.

16


16. Insurance, if desired by the exhibitors, must be obtained at their own expense.

ARTWORK SUBMISSION 18. Submit high resolution logo (1” square) to acox@scacpa. org 90 days/3 months prior to event for placement on the Web site and in printed materials.

27. Exhibitor Hours: Exhibit hours are established by SCACPA. Generally, exhibits will be open during continental breakfast, morning and afternoon breaks and lunch. To maintain the educational integrity of the program, exhibitors are asked to adhere to the exhibit hours indicated. Once event sessions begin, discussions with participants should be finished and participants should be encouraged to return to the sessions. This will enable participants to receive maximum benefit from both the educational program and the exhibits. Specific exhibit hours and additional information will be provided after your completed application and payment have been received.

19. Submit high resolution advertisement artwork (8.5 x11”, no bleeds) in PDF format to acox@scacpa.org 60 days prior to event for placement in the printed materials.

ADA REQUIREMENTS 28. In accordance with ADA requirements, if you are disabled and require special services, please contact our office.

BOOTH CONSTRUCTION 20. Furnishings: SCACPA will provide each exhibitor, a sign, one table, two chairs and event meals for up to two representatives for the number of days exhibiting. Special electrical, labor or phone line needs can be arranged at exhibitor’s request and expense in addition to exhibit cost. Other needs (i.e., additional tables and chairs, telephone line, and extension cords) must be contracted between the exhibitor and the host facilities. (Please note that any additions, i.e. tables and chairs, must remain within your allotted space and may not impede the flow of traffic.)

INTERPRETATION OF RULES 29. The interpretation of all rules and regulations is the responsibility of the SCACPA Board of Directors or their designated representative. All decisions of said group or representatives are final.

17. Exhibitors will not offer educational/training or other programs within the show facility simultaneous to SCACPA related programs.

21. All electrical work and electrical wiring must be approved and installed in accordance with regulations established by the officials of the Fire Marshall’s Office.

CANCELLATION POLICY 30. Up to a full refund will be given if cancellation is received in writing 90 days before the event, depending on which sponsorship benefits have already been provided. No refunds will be given to cancellations received 30 days or less prior to the conference.

For additional information on conference sponsorships and exhibitor packages, contact April Cox at (803) 791-4181 ext. 110 or e-mail acox@scacpa.org.

22. No construction will be allowed at the sides or above the booth which may obscure the view of any adjacent booths. 23. All materials used for decorating must be flameproof. 24. Construction and signs that are more than eight feet in height are to be approved by SCACPA management.

DID YOU KNOW Largest county (land area): Horry (1,133 sq. miles) Largest county (land & water area): Berkeley (1,230 sq. miles) Smallest county: McCormick (360 sq. miles)

25. All applicable city, county and state codes and ordinances must be complied with, as well as those of the host facilities. 26. Nothing shall be posted on, tacked, nailed or otherwise affixed to columns, walls, floors or other parts of the buildings, furniture or equipment.

Largest lake: Lake Marion (172.8 sq. miles) Largest river: Santee River (143 miles long and drains 40% of the state) Longest river: Savannah River (238 miles = length of river segment that borders SC)

17


Print and Electronic Advertising

CPA 2010 First Editi on

The South Carolina CPA Report

SCACPA’s full color professional journal is published quarterly and distributed to more than 3,900 CPAs and accounting professionals in South Carolina. With a fresh focus on producing a member driven publication to include more articles by South Carolina authors and in-depth features about SCACPA members, this publication continues to grow and evolve yearly.

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Prices: Inside Front or Inside Back Cover: $500 per issue (July 2010, October 2010, January 2011 and April 2011 distribution)

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Leadership in Times of Change 2009 Summit & Member Meeting Preview Social Media Tips

Bundle with SCACPA and receive a free Web site ad by purchasing at least two months of full page advertisements in the CPA Report (a $3,000 value).

SCACPA produces a quarterly catalog that coincides with the CPE schedule (March 2010-February 2011). This brochure will be mailed to members and distributed at CPE seminars, in membership kits and other marketing mailings. More than 4,500 copies will be distributed each quarter to members and prospective members beginning in April 2010.



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Prices: Please refer to the enclosed rate sheet for additional information.

Invest in Your Success

South Carolina

South Carolina Association of Certified Public Accountants

CPA

January - March 2010

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Invest in Your Success 3

South Carolina

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South Carolina Association of Certified Public Accountants

APRIL - JUNE 2009

Invest in Your Success.

Newberry Opera House

South Carolina

South Carolina Association of Certified Public Accountants

CPA

DID YOU KNOW SC Geography Total area: 31,189 square miles (40th largest state) Land area: 30,111 square miles (96.5%) Inland water area: 1,006 square miles Coastal water area: 72 square miles

18

ntants

Report South Carolina


Tuesday Teaser Weekly E-Blast

Grand Strand Cluster Dates - Tuesday Teaser 02/16/10

The Tuesday Teaser is a weekly e-mail publication received by close to 4,000 accounting professionals and students. A highly read communication, this e-mail blast details upcoming SCACPA courses and offerings.

Tuesday Teaser February 16, 2010

Page 1 of 4

Presented by the South Carolina Association of CPAs

Follow SCACPA's Blog! (Click the icon below)

TUESDAY TEASER HINT I love when SCACPA members respond to the Tuesday Teaser challenge at the drop of a ______. Fill in the blank!

Prices: Advertisements in the weekly Tuesday Teaser are only available in monthly or yearly increments. $500/ issue/month; $4,500 annually

Grand Strand Cluster: June 14-16, 2010 Marriott Beach Resort at Grande Dunes Myrtle Beach, SC Look for Registration to Open in March 2010! June 14, 2010 z z z z

Loscalzo's Frequently Asked Questions in GAAP Financial Statements (Accounting) Fair Value Accounting in the 21st Century (Accounting) Innovative Tax Tips for Small Businesses (Tax) The CPAs Role in Buying or Selling a Business (Tax)

Current Assets Monthly E-Newsletter SCACPA members receive a monthly e-mail newsletter, Current Assets. This newsletter averages a 40% open rate and 30% click-through rate and is distributed to more than 3,500 members each month. Prices: $300 per issue/month, image ad and link. 1” square artwork with live link to your site. Logo will be placed prominently in the right column of the e-mail. SCACPA will provide regular information on click-through rates of the live link upon request. The e-mail is sent on Is your firm sustainable?: Current Assets, February 2010 Page 1 of 5 the first Thursday of every month. February 4, 2010

Volume 2010, Issue 2

SCACPA'S Customized Training Program SCACPA's customized training program is a great way to offer relevant CPE and effective team training to your employees -- at your location, on your schedule.

InȱThisȱIssueȱ

LEAD STORY IRS Letter Causes Preparers Concern

Brochure Course topics include: Accounting Business Auditing Performance Communication Skills Ethics Fraud Government

The IRS is sending some 10,000 letters to tax return preparers about errors that the Service frequently sees on specific types of returns. These letters are being sent to CPAs, enrolled agents and attorneys. To read more, click here.

ASSOCIATIONȱNEWS 2010 is Important Election Year in SC

http://ui.constantcontact.com/visualeditor/visual_editor_preview.jsp?agent.uid=110302023... 2/16/2010

SCACPA Web site, www.scacpa.org SCACPA’s Web site receives an average of 4,000 unique visitors each month, and nearly 30% return more than once. Because CPAs are required to earn 40 hours of continuing education each year, most use the SCACPA Web site as a vehicle to research available classes and register online. A display ad in any of the sections of the SCACPA site will serve as a link to your company’s Web site and provide your company a great deal of exposure.

This year all state constitutional offices along with all seats in the House of Representatives are up for election. With the many challenges our state is facing it is critical that strong, smart and thoughtful leaders fill these positions. By providing financial support to candidates, the CPA profession can demonstrate a commitment to pro-business issues.

LeadȱStory AssociationȱNews Sustainability Stateȱ&ȱNationalȱNews Memberȱ&ȱProfessionȱNews YoungȱCPAȱNews ChapterȱConnections ContinuingȱProfessionalȱ Education Classifieds

Your investment in the CPA-PAC will make a difference in the strength of our profession's voice in state matters. Your financial contribution to the CPA PAC, whether it's $10 or $100, is needed now. For more information on the CPA PAC and to contribute, please click here.

Know Your Local Legislator? Help Strengthen the Profession's Voice!

SCACPA's Legislative Committee is actively seeking KPCs - Key Prices: 1”X2” Rotating Ad: $1,500 per year per Click the imagemonth. below to read Person Contacts for all members of the State General Assembly. Do or $150 SCACPA's Blog: you have a legislator as a client? Know them through a civic or Keeping Balanced organization? Have mutual friends? Live/work in their Includesreligious live link to your Web site; SCACPA Market Place link: district? It is important to the CPA profession that we maintain a strong voice to protect the profession and the clients we represent. $150 annually. Left column ads are placed on the left-hand side To view a list of legislators for which we are currently seeking Key Person Contacts, please click here. of the Web site and appear on every page (other than the home page). Flash and animation are subject to approval by SCACPA. Renew Your Membership Today To learn more about becoming a KPC, please contact Glenna Minor at gminor@scacpa.org.

By making the decision to partner with the South Carolina Association of CPAs, you now have access to trusted resources and proven solutions which allow you to focus on the business of doing business and serving the public. We value your support, confidence and commitment and appreciate you enabling us to continue our work for the profession. To renew your membership, visit

SCACPA reserves the right to refuse any or all advertising. All advertising accepted is subject to review. SCACPA does not publish advertising from companies http://ui.constantcontact.com/visualeditor/visual_editor_preview.jsp?agent.uid=110294930... 2/16/2010 whose programs, services, products, etc. compete with those offered by SCACPA to its members. Advertiser assumes liability for the content of its ads.

For additional information on print and electronic advertising, contact Emily Allen at (803) 791-4181 ext. 106 or e-mail eallen@scacpa.org.

19


CPA Report Print Advertising Contact/Application

I would like to purchase the following ad space in the 2010 South Carolina CPA Report (circulation 3,900): CONTR AC T

I hereby order and contract for advertising in the South Carolina CPA Report Magazine under the terms, conditions and specifications set below. ADVERTISER: _______________________________________________ LOCAL CONTACT: ______________________________________________ AGENCY: ___________________________________________________ AGENCY CONTACT: ____________________________________________ BILLING ADDRESS (o CLIENT or o AGENCY): __________________________________________________________________________________ CITY: ______________________________________ STATE: ____________ ZIP: ______________ PHONE: _________________________________ FAX: ______________________________ E-MAIL: ______________________________________________________________________________

One Issue

Two Issues

Four Issues

Size

Issue

Deadline

Back Cover

o $925

o $870

o $775

8.5” x 11”

o

Summer

March 15, 2010

Inside Cover

o $850

o $725

o $660

8.5” x 11”

o

Fall

June 15, 2010

Full Page

o $795

o $710

o $638

8.5” x 11”

o

Winter

September 15, 2010

Half Page

o $560

o $475

o $425

8.5” x 4.75”

o

Quarter Page o $480

o $390

o $365

3.75” x 5”

Spring 2011 December 15, 2010 Please check the issue(s) that should include your advertisement.

Classified Advertising IN the CPA Report Rates: $1 per word for members, $2/nonmembers, minimum $30. Fee applies to special typeface treatment (bold or specialized headings, larger font size, etc.) or adding an electronically submitted logo or art. Advertising deadlines also apply to classified ads. Fax or e-mail typed copy to eallen@scacpa.org or (803) 791-4196. PLEASE NOTE Electronic Transmission of Ads: The preferred method for receiving ads is by PDF file submitted electronically as CMYK. Ads and/or ad materials should be e-mailed to eallen@scacpa.org or delivered on disk to the address below. Limitations: Advertising is limited to 33% of the South Carolina CPA Report. No positions are guaranteed. Ad rates above apply for full color, two-color and black & white ads. Advertisements for any continuing professional education program will not be accepted. Advertisers assume liability for content of their ad.

PAYMENT INFORMATION Please indicate method of payment: o Bill me.

o Check enclosed.

o Credit Card (charges will not be made until after ad is printed) o Visa

o MasterCard

o Discover

o American Express

CARD #: EXPIRATION DATE:

Page size: 8.5x11, with bleeds 8.75x12.5, live area 8x10.5

BILLING ADDRESS:

Content: All advertising is subject to review of content prior to being accepted for publication. Publication of an advertisement does not constitute an endorsement of the product or service by the South Carolina CPA Report or the South Carolina Association of Certified Public Accountants.

CITY/STATE/ZIP:

CCV#:

SIGNATURE: PRINT NAME: DATE:

For more information about the South Carolina CPA Report, or other advertising opportunities, please contact Emily Allen, Communications Coordinator (888) 557-4814 (toll free in SC) or eallen@scacpa.org.

20

Please mail or fax completed contract to: South Carolina Association of CPAs 570 Chris Drive • West Columbia, SC 29169 Fax: (803) 791-4196


Print and Electronic Advertising Contact/Application ADVERTISER: _______________________________________________ LOCAL CONTACT: ______________________________________________ AGENCY: ___________________________________________________ AGENCY CONTACT: ____________________________________________ BILLING ADDRESS (o CLIENT or o AGENCY): __________________________________________________________________________________ CITY: ______________________________________ STATE: ____________ ZIP: ______________ PHONE: _________________________________ FAX: ______________________________ E-MAIL: ______________________________________________________________________________

ADVERTISING OPPORTUNITIES m Quarterly CPE Catalog $500 per issue for front or back inside cover q q q q

July, 2010 October, 2010 January, 2011 April, 2011

m Current Asssets, e-newsletter $300 per issue/month q q q q q q

March, 2010 April, 2010 May, 2010 June, 2010 July, 2010 August, 2010

q q q q q q

September, 2010 October, 2010 November, 2010 December, 2010 January, 2011 February, 2011

m Tuesday Teaser $500/issue/month: $4,500 annually q q q q q q

March, 2010 April, 2010 May, 2010 June, 2010 July, 2010 August, 2010

q q q q q q

September, 2010 October, 2010 November, 2010 December, 2010 January, 2011 February, 2011

q Annually, $4,500

m SCACPA Web site 1”X2” Rotating Ad: $1,500 per year or $150 per month. q September, 2010 q March, 2010 q October, 2010 q April, 2010 q November, 2010 q May, 2010 q December, 2010 q June, 2010 q January, 2011 q July, 2010 q August, 2010 q February, 2011 q SCACPA Market Place link: $150 annually

PAYMENT INFORMATION PAYMENT METHOD

q CHECK

CREDIT CARD q Visa q MasterCard q American Express q Discover

TOTAL

$

Credit Card Number Expiration Date

Security Code/CCV#

Signature

Date

PLEASE NOTE Electronic Transmission of Ads: The preferred method for receiving ads is PDF (for print ads) or JPEG (for electronic ads) submitted to size electronically. Ads and/or ad materials should be e-mailed to eallen@scacpa.org or delivered on disk to the address below. Limitations: No positions are guaranteed. Ad rates above apply for full color, two-color and black & white ads. Advertisements for any continuing professional education program will not be accepted. Advertisers assume liability for content of their ad. Content: All advertising is subject to review of content prior to being accepted for publication. Publication of an advertisement does not constitute an endorsement of the product or service by the South Carolina Association of Certified Public Accountants.

For more information about advertising opportunities, please contact Emily Allen, Communications Coordinator 1-888-557-4814 (toll free in SC) or eallen@scacpa.org.

Mail to: SCACPA; 570 Chris Drive; West Columbia, SC 29169 | Fax to: (803) 791-4196 | Email to: eallen@scacpa.org

21


Affinity Program Information/Application

SCACPA welcomes vendors who are interested in providing discounts and special values to our members. In order to offer superior products and services to our SCACPA membership, we require that all prospective suppliers complete our Affinity Program Application.

AFFINITY PROGRAM APPLICATION

For use by vendors wishing to promote products/services at a discounted rate to members of the South Carolina Association of CPAs. VENDOR INFORMATION (Please print or type) Contact Person(s):

Title:

Vendor/Company: Address:

City/State/Zip:

Website:

Email:

Phone:

Fax:

PRODUCT/SERVICE INFORMATION (Please submit brochures or samples.) Formal name of product/service : Nature of product/service: What is the benefit to SCACPA members? Target Audience(s): o All members o Student Members

o Members in Management, Business & Industry o Members in Public Accounting o Public Accounting Firms or Industry Companies o Other

Will the Association receive non-dues revenue, for example, based on member participation? o No o Yes, please explain on an attachment. Is your product available to others? o No o Yes, Who? How? What is the regular price:

Member Price/Discount Percentage:

Is your product available at this special price elsewhere? oNo oYes

If yes, where?

Anticipated Market Penetration: Year One

Year Two

Please explain how members would order/use your service. Include usage of special ID, phone number, online ordering information, etc. (Note: At no time should SCACPA be responsible for order or payment processing.)

MARKETING STRATEGY Your product will be highlighted in SCACPA publications and online at www.SCACPA.org and will feature the SCACPA Member Exclusives seal. Please submit samples of marketing materials and budget plan for review. Telephone, email and fax solicitations are not permitted. Do you intend to market through direct mail? o No o Yes Target Mailing Date:

If Yes, Mailing Frequency:

o Annual

o Semi-Annual

o Quarterly

Number of pieces in mailing?

Note: All marketing materials must be approved by SCACPA prior to distribution. New SCACPA affinity vendors are required to spend a minimum of $2,500/year on paid advertising and/or sponsorships with SCACPA. As your relationship with SCACPA evolves, we may adjust this amount annually (i.e. increase based on market share). Our advertising and promotional menu is listed below, please indicate which you are interested in: o The South Carolina CPA Report, a quarterly magazine offering four-color advertising. o CPE Catalog, a quarterly catalog featuring SCACPA seminars and conferences. o Current Assets, monthly electronic newsletter. o www.scacpa.org, choose from banner advertising or marketplace ads. o Exhibitor/Conference Sponsorship Packages. 22


REFERENCES Please list any State CPA Associations/Societies your product/program is offered to below: Contact Name

State

Phone

Client Since

Please list at least three additional references below. 1. Contact Name

Company

Phone

Location

2. Contact Name

Company

Phone

Location

3. Contact Name

Company

Phone

Location

Client Since

Client Since

Client Since

Feel free to describe below or submit any additional information about your company’s history, reputation, quality of service, etc.

SCACPA AFFINITY POLICIES & PROCEDURES Application. All vendors must submit an application to the South Carolina Association of CPAs (SCACPA) in order to be considered as an affinity program provider. Approval/Notification. The membership department will review all applications and forward its recommendation to the Benefits Committee for approval. You will be notified in writing regarding the decision. The approval process requires at least 90 days. SCACPA Affinity Agreement. Vendors must sign the SCACPA Affinity Agreement to initiate program. The agreement will outline the SCACPA and vendor responsibilities, royalty provisions, renewal and termination procedures, governing laws, indemnification and liability.

Marketing Plan. All products and services will be marketed under a vendor-developed detailed marketing plan to be approved by SCACPA. All offers must be mailed in separate, self-contained mailings. Vendors who offer their products or services on a regular basis must obtain approval for each mailing regardless of whether or not changes have been made in the direct mail piece since the previous mailing. All mailings are sent through SCACPA; the vendor is billed accordingly for SCACPA’s expenses. The mailing lists are confidential and are not to be shared or sold for other purposes. Advertising. SCACPA affinity vendors are required to spend a minimum of $2,500/year on paid advertising and/or sponsorships with the SCACPA as outlined above. Details will be outlined in the SCACPA Affinity Agreement.

VENDOR’S STATEMENT I have read the above SCACPA Affinity Policies & Procedures section and have completed this application in compliance with said policy. Our organization is responsible for all costs related to the marketing of our product including postage, labor, envelopes and paid advertising or sponsorships. Furthermore, our organization is responsible for all order and payment processing as well as distribution. Our program requires a minimal time commitment from SCACPA staff. I understand the decision of the Benefits Committee is final.

SUBMISSION INFORMATION Return to: SCACPA 570 Chris Drive; West Columbia, SC 29169

Signature:

Date:

Fax: (803) 791-4196

Print Name:

Title:

Email: membership@scacpa.org

23


A special thank you to the South Carolina Department of Parks, Recreation and Tourism for the beautiful images of South Carolina placed throughout the Marketing Guide and allowing the use of the ‘smiling faces, beautiful places’ logo. SCACPA would also like to thank the Columbia CVB and the Greenville CVB for their contributions to this publication.

2010 SCACPA Marketing Guide

South Carolina

CPA


2010 SCACPA Marketing Guide