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Marketing Guide 2011 Exhibit, Sponsorship & Advertising Opportunities

South Carolina

CPA

(803) 791-4181 | www.scacpa.org

SC Association of Certified Public Accountants Serving CPAs since 1915 2011 MARKETING GUIDE

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Join forces with SCACPA and together we can grow your business.

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2011 MARKETING GUIDE

(803) 791-4181 | www.scacpa.org


Marketing Guide 2011 The South Carolina Association of CPAs (SCACPA) is your connection to 4,000 financial professionals throughout South Carolina and the surrounding states. Whether you place an ad in one of our publications or make face-to-face contact by exhibiting at one of our events, you are guaranteed an audience of specialized professionals. SCACPA has a long-standing relationship with South Carolina’s top CFOs, financial managers, controllers and primary purchasers of financial services. CPAs from the state’s best firms look to SCACPA for advice and guidance. Join forces with SCACPA and together we can grow your business. Prices listed are valid January 1 - December 31, 2011

Table of Contents CONFERENCES & SEMINARS Conferences Introduction Schedule, Details & Rates Terms of the Contract Registration Form 2011

4-5 6-8 12 13-14

EXCLUSIVE EVENTS CPA Summit 9 Professional Issues Updates Series 10 Oath Ceremonies 10 CPA Day at the State House 11 PRINT ADVERTISING CPE Catalog Schedule CPA Report Classifieds

ELECTRONIC ADVERTISING Current Assets CPE Source Web Site

16 16 16

SCHOLARSHIPS Scholarships

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AFFINITY PROGRAM Affinity Program Contract

20-21

15 15 15

Contacts CONFERENCE & SEMINARS April Cox – Extension 110 803-791-4181 acox@scacpa.org

AFFINITY PROGRAMS Maureen Taylor – Extension 105 803-791-4181 mtaylor@scacpa.org

EXCLUSIVE EVENTS Sandra Oxner – Extension 112 803-791-4181 soxner@scacpa.org

PUBLICATION AND WEB SITE ADVERTISING Emily Allen - Extension 106 803-791-4181 eallen@scacpa.org www.scacpa.org/marketingguide

(803) 791-4181 | www.scacpa.org

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Conference Sponsorships/Exhibitors 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 cost. Multiple gold and silver sponsors will be accepted, with the exception of the CPA Summit. However, at this level, sponsors will be limited to one per business type (i.e. one consulting firm, one CPA firm, one placement firm, etc.).

Gold Sponsorship Limited to one per business type (i.e. one consulting firm, one CPA firm, one placement firm, etc.) • Entire exhibitor package (see page 5) • Premier signage with logo at event • Company logo on electronic conference brochure with a link to company web site and company logo on printed postcard (when payment is received prior to publication deadline) • One page of company literature included in conference attendee manual (with the exception of CPA Summit) • List of attendees provided at event (PDF provided electronically upon request) • Company logo with link and description (50 words or less) on the SCACPA marketplace web page

Silver Sponsorship Limited to one per business type (i.e. one consulting firm, one CPA firm, one placement firm, etc.) • Entire exhibitor package (see page 5) • Signage at event • Company listing in electronic conference brochure with a link to company web site and company listing on printed postcard (when payment is received prior to publication deadline) • Company listing in conference marketing material and/or handouts • List of attendees provided at event (PDF provided electronically upon request) • Company logo with link and description (50 words or less) on the SCACPA marketplace web page

Other Sponsorships Other sponsorship opportunities, such as continental breakfasts, coffee breaks, lunches and nationally recognized speakers are available at various conferences.

DON’T BE LEFT OUT. YOUR COMPETITION WILL BE THERE! SCACPA WANTS YOU TO REACH YOUR SELLING POTENTIAL. REGISTER TODAY!

Contact: April Cox • 803-791-4181, ext. 110 • acox@scacpa.org Sponsor/Exhibitor Application: pages 13-14

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Conference Sponsorships/Exhibitors 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 • One 8 ft. table top exhibit, including one table and two chairs • Two lunch passes for networking with attendees, per day • Company listing in electronic conference brochure with link to company web site and company listing on printed postcard (when payment is received prior to publication deadline) • Company listing in conference material • List of attendees provided at event (PDF provided electronically upon request) The exhibitor package DOES NOT include: Identifying signage or banners | Telephone/Internet connection | Electrical connection | Additional easels or tables | Shipping/Freight | Conference registrations

CONCIERGE PACKAGE When you choose the Concierge exhibit option, SCACPA 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. • One 8 ft. table top exhibit • Signage at event • Company listing in conference material • List of attendees provided electronically in PDF format The concierge package DOES NOT include: Setting up custom display booths | Cost of return shipping of materials

Conference Sponsor/Exhibitor Details 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. Note: Discounts may not be applied to the CPA Summit. However, the CPA Summit may be considered the first of multiple choices. Payment for the conferences must be made at the time the discounts are taken. You must register for all conferences at the same time. CANCELLATION POLICY Cancellations are fully refundable if submitted in writing 90 calendar days or more prior to the conference. Cancellations submitted in writing 89 to 31 days prior to the conference will receive a 50 percent refund. No refunds will be given to cancellations received 30 days or less prior to the conference. SPONSOR/EXHIBITOR APPLICATION The conference sponsor/exhibitor application is on pages 13 and 14 of this Marketing Guide. Please indicate at which conferences you wish to sponsor or exhibit and send completed form and payment to April Cox at the SCACPA office or acox@scacpa.org. 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 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. (803) 791-4181 | www.scacpa.org

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Conference & Seminars, Details & Rates NONPROFIT CONFERENCE Anticipated attendance: 100 Conference Specifics: This one day conference, developed by SCACPA and the South Carolina Association of 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.

Gold Sponsorship: $875 | After March 24: $975 Silver Sponsorship: $625 | After March 24: $725 Exhibitor Package: $275 | After March 24: $375 Concierge Option: $150 Brochure publication deadline: February 25, 2011

GOVERNMENT & BENEFIT PLANS CONFERENCE Anticipated attendance: 125 Conference Specifics: This one-day conference is designed for CPAs, auditors and accountants in or providing services to local, state and federal governments. It provides insight and understanding on new developments in government accounting and auditing and other areas deemed appropriate. This conference will have an education track designated to benefit plans.

EMERGING LEADERS CONFERENCE Anticipated attendance: 50 Conference Specifics: This two-day conference was designed by the SCACPA Young CPAs Leadership Cabinet for Young CPAs (ages 35 and younger) and young professionals (ages 35 and younger) to develop critical skills and competencies needed to achieve longterm success and satisfaction in their careers as CPAs, and to develop their involvement in the profession through SCACPA. For event information, visit www.scacpa.org/emergingleader.

INDUSTRY CONFERENCE Anticipated attendance: 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. For event information, visit www.scacpa.org/industryconference.

COLUMBIA-APRIL 28, 2011

COLUMBIA-MAY 19, 2011

Gold Sponsorship: $875 | After March 31: $975 Silver Sponsorship: $625 | After March 31: $725 Exhibitor Package: $275 | After March 31: $375 Concierge Option: $150 Brochure publication deadline: March 4, 2011

CHARLESTON-AUGUST 18-19, 2011 Gold Sponsorship: $875 | After June 23: $1075 Silver Sponsorship: $625 | After June 23: $825 Exhibitor Package: $275 | After June 23: $375 Concierge Option: $150 Conference Attendee Gift Sponsor: Call for quote Brochure publication deadline: May 26, 2011

COLUMBIA-OCTOBER 13-14, 2011 Gold Sponsorship: $1200 | After August 18: $1400 Silver Sponsorship: $950 | After August 18: $1150 Exhibitor Package: $550 | After August 18: $650 Concierge Option: $250 Conference Attendee Gift Sponsor: Call for quote Brochure publication deadline: July 21, 2011

PERSONAL FINANCIAL PLANNING CONFERENCE Average attendance: 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.

WEST COLUMBIA-OCTOBER 20, 2011 Gold Sponsorship: $875 | After August 25: $1075 Silver Sponsorship: $625 | After August 25: $825 Exhibitor Package: $275 | After August 25: $375 Concierge Option: $150 Brochure publication deadline: July 28, 2011

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GOVERNMENTAL BONUS WORKSHOP Anticipated attendance: 100 Conference Specifics: One day, in窶電epth workshop on current topics specific to the governmental arena. Designed for CPAs in government and public accountants serving this area.

COLUMBIA-NOVEMBER 15, 2011 Gold Sponsorship: $875 | After September 22: $1075 Silver Sponsorship: $625 | After September 22: $825 Exhibitor Package: $275 | After September 22: $375 Concierge Option: $150 Brochure publication deadline: August 25, 2011

WOMEN IN LEADERSHIP CONFERENCE Anticipated attendance: 100 Conference Specifics: This one-day conference is designed to promote and celebrate women professionals. The women to watch awards is presented during this event. For more information, visit www.scacpa.org/women2watch

COLUMBIA-NOVEMBER 17, 2011 Gold Sponsorship: $875 | After September 24: $1075 Silver Sponsorship: $625 | After September 24: $825 Exhibitor Package: $275 | After September 24: $375 Concierge Option: $150 Conference Attendee Gift Sponsor: Call for quote Brochure publication deadline: August 27, 2011

TECHNOLOGY CONFERENCE Anticipated attendance: 100 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.

COLUMBIA-DECEMBER 1, 2011 Gold Sponsorship: $875 | After October 6: $1075 Silver Sponsorship: $625 | After October 6: $825 Exhibitor Package: $275 | After October 6: $375 Concierge Option: $150 Brochure publication deadline: September 8, 2011

ACCOUNTING & AUDITING CONFERENCE Anticipated attendance: 225 Conference Specifics: CPAs in public practice, industry and government attend this top-rated conference. With many sessions to choose from, both the traditional and non-traditional CPA will benefit. For event information, visit www.scacpa.org/ AandAConference.

CHARLESTON-DECEMBER 8-9, 2011 Gold Sponsorship: $1200 | After October 13: $1400 Silver Sponsorship: $950 | After October 13: $1150 Exhibitor Package: $550 | After October 13: $650 Concierge Option: $250 Conference Attendee Gift Sponsor: Call for quote Brochure publication deadline: September 15, 2011

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Conference & Seminars, Details & Rates FEDERAL TAX UPDATE WITH WALTER NUNNALLEE Average Attendance: 150 Conference Specifics: One-day seminar designed for CPAs with one or more years of tax season experience. Attendees should have a general understanding of individual, corporate and business income taxation and be involved in the preparation and/or review of individual, corporate and business income tax returns. Attendees may also provide tax advice to individuals and businesses.

MYRTLE BEACH- DECEMBER 12, 2011 Gold Sponsorship: $1200 | After October 17: $1400 Silver Sponsorship: $950 | After October 17: $1150 Exhibitor Package: $550 | After October 17: $650 Brochure publication deadline: September 17, 2011

FEDERAL TAX UPDATE WITH WALTER NUNNALLEE Average Attendance: 150 Conference Specifics: One-day seminar designed for CPAs with one or more years of tax season experience. Attendees should have a general understanding of individual, corporate and business income taxation and be involved in the preparation and/or review of individual, corporate and business income tax returns. Attendees may also provide tax advice to individuals and businesses.

CHARLESTON- DECEMBER 13, 2011 Gold Sponsorship: $1200 | After October 18: $1400 Silver Sponsorship: $950 | After October 18: $1150 Exhibitor Package: $550 | After October 18: $650 Brochure publication deadline: September 17, 2011

FEDERAL TAX UPDATE WITH WALTER NUNNALLEE Average Attendance: 300 Conference Specifics: One-day seminar designed for CPAs with one or more years of tax season experience. Attendees should have a general understanding of individual, corporate and business income taxation and be involved in the preparation and/or review of individual, corporate and business income tax returns. Attendees may also provide tax advice to individuals and businesses.

COLUMBIA- DECEMBER 14, 2011 Gold Sponsorship: $1200 | After October 19: $1400 Silver Sponsorship: $950 | After October 19: $1150 Exhibitor Package: $550 | After October 19: $650 Brochure publication deadline: September 17, 2011

FEDERAL TAX UPDATE WITH WALTER NUNNALLEE Average Attendance: 300 Conference Specifics: One-day seminar designed for CPAs with one or more years of tax season experience. Attendees should have a general understanding of individual, corporate and business income taxation and be involved in the preparation and/or review of individual, corporate and business income tax returns. Attendees may also provide tax advice to individuals and businesses.

Gold Sponsorship: $1200 | After October 20: $1400 Silver Sponsorship: $950 | After October 20: $1150 Exhibitor Package: $550 | After October 20: $650 Brochure publication deadline: September 17, 2011

CPA PRACTITIONERS’ & ACCOUNTING EDUCATORS’ FORUM Average attendance: 50 Conference Specifics: This one-day forum is designed for accounting educators and CPA practitioners to help them re-energize their thinking, adjust their approach, and position their organizations to thrive.

GREENVILLE- DECEMBER 15, 2011

COLUMBIA- DECEMBER 16, 2011

Gold Sponsorship: $875 | After October 21: $1075 Silver Sponsorship: $625 | After October 21: $825 Exhibitor Package: $275 | After October 21: $375 Concierge Option: $150 Brochure publication deadline: September 23, 2011

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Exclusive Sponsorship 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 of the profession.

2011 CPA SUMMIT SPECIAL SPONSORSHIP OPPORTUNITIES This premier annual event, which will be held November 3-4 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 2011-2012 scholarship recipients and the semi-annual New CPA Oath Ceremony. Average Attendance: 250

PLATINUM SPONSOR Your company’s name is tied to The Summit, for example, “2011 CPA Summit, presented by Your Company.” Includes all gold level sponsorship benefits listed on PAGE 4. 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.) All gold level sponsorship benefits listed on PAGE 4. Gold Sponsorship: $1,200 | After September 8, 2011: $1,400

SILVER SPONSORSHIP All silver level sponsorship benefits listed on PAGE 4. Silver Sponsorship: $950 | After September 8, 2011: $1,150

OTHER CPA SUMMIT SPONSORSHIP OPPORTUNITIES • • • • • • • •

Accounting Student Recognition Luncheon: $1500 Benefits: Signage at event; logo recognition in event program; verbal recognition; up to four luncheon reservations Attendance: 260 Accounting Student Recognition Luncheon Table Sponsor: $350 Benefits: Verbal recognition; company name in program; up to two luncheon reservations Membership Reception (Average attendance: 300): $1,000 Benefits: Attend and network at this exclusive event; up to four reservations 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 Luncheon: $1500 Benefits: Reservations for up to four attendees Circle of Excellence Awards Luncheon Table Sponsor: $350 Benefits: Signage at event; company name listed in program; verbal recognition 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 Program Advertisement: $550 Benefits: Full page color advertisement placed in CPA Summit program to be distributed to all attendees

CPA SUMMIT EXHIBIT OPPORTUNITIES (see page 5 for benefits) Exhibitor Package: $750 | After September 8, 2011: $950 Concierge Option: $250 Brochure publication deadline: August 11, 2011 For more information about this event, visit www.scacpa.org/summit

*Payment and artwork MUST be received prior to publication deadline, August 11.

For more information on exclusive sponsorship opportunities, contact Sandra Oxner at (803) 791-4181 ext. 112 or e-mail soxner@scacpa.org.

(803) 791-4181 | www.scacpa.org

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Exclusive Sponsorship Opportunities NEW CPA OATH CEREMONIES SCACPA, in conjunction with the South Carolina Board of Accountancy, presents two memorable CPA Oath Ceremony events each year to welcome and recognize the achievement of the newest CPA licensees to the profession. These elegant events honor new CPA licensees and bring together the SCACPA Board of Directors, the members of the Board of Accountancy, partners of CPA firms and additional attendees for the occasion. There is no better opportunity to connect with the coveted audience of South Carolina CPAs at the start of their CPA career and to reach veteran CPAs who attend to honor their newest colleagues. CPAs are confidently loyal and become great advocates to their clients and colleagues. The CPA Oath Ceremony events will be held May 4 and November 4.

GOLD SPONSOR: $1000 (per event) • • • • • • •

Up to four event reservations 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 List of ceremony attendees (provided at the ceremony) Verbal recognition during the ceremony

SILVER SPONSOR: $500 (per event) • • • • • • •

Up to two event reservations 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 List of conference attendees (provided at the conference) Verbal recognition during the ceremony

BRONZE SPONSOR: $250 (per event) Includes two event reservations and name listed in program.

NEW CPA GIFT: $750 (per event) This signature event provides permanent recognition with photos that could be framed from the ceremony which 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 4 (for May 4 event) and September 9 (for November 4 event).

PROFESSIONAL ISSUES UPDATES “ROAD TOUR” PACKAGE SPONSORSHIP These half-day programs are held in eight communities across South Carolina to update CPAs on professional issues and trends. SCACPA anticipates reaching more than 900 members (24 percent) with this series in 2011. Cities on the tour include: Charleston, Columbia, Florence, Greenville, Hilton Head, Myrtle Beach, Rock Hill, Spartanburg 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 regarding these events • Logo placement in printed marketing publications for the events • Limited to two exhibitors per event Total Investment: $5,250 for entire series or $750 per event Attendee Gift Sponsor: Call for quote Benefits: Co-brand a gift item for all PIU attendees with your logo and SCACPA’s logo. Ideas include tote bag, nametag lanyards and learning journal.

*Payment and artwork MUST be received 90 days prior to first event.

For more information on this series of events, visit www.scacpa.org/piu

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Exclusive Sponsorship Opportunities CPA DAY AT THE STATE HOUSE This event held on May 4, 2011 will offer members the opportunity to interact with legislators and strengthen their voice in the legislative area as citizens of South Carolina. Join approximately 150 CPAs as they network with their legislators and celebrate the licensing of new CPAs during the Oath Ceremony. SPONSORSHIP OPPORTUNITIES Luncheon: $1,000 Benefits: Signage at event; logo recognition in event program; verbal recognition; up to four luncheon reservations Attendee Gift Sponsor: Call for quote Benefits: Co-brand a gift item for all CPA Day attendees with your logo and SCACPA’s logo. Ideas include tote bag, nametag lanyards and learning journals. Brochure publication deadline: March 4 For more information on this series of events, visit www.scacpa.org/cpaday

Don’t miss out on this opportunity to promote your organization as well as help future CPAs realize their dreams. • • •

Recognition at the Annual Student Recognition luncheon during the Annual Summit Recognition in the luncheon program Recognition in The CPA Report magazine and in press releases distributed to major newspapers across South Carolina

n of CP As iatio oc •E ss

th Carolin Sou a

ional Fund cat du

Consider a contribution in the amount of $250, $500, $1,000 or more to the SCACPA Educational Fund, Inc. (a 501(c)3 nonprofit organization). Your contribution will promote the study of accounting as a profession and provide educational opportunities to worthy South Carolina accounting students attending South Carolina colleges and universities in the form of a scholarship donation. Last year SCACPA awarded $21,500 to 16 outstanding young men and women.

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Scholarships Growing Your Educational Fund South Carolina Association of CPAs Educational Fund

Investing in the Future

South Carolina

CPA

2008 Scholarship Recipients

To donate, or for more information on the SCACPA Educational Fund, Inc., contact Glenna Minor at (803) 791-4181 ext. 107 or e-mail gminor@scacpa.org.

(803) 791-4181 | www.scacpa.org

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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. 3. Opportunities are available on a first-paid, first-reserved basis. 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), but all benefits cannot be guaranteed. 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. 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. 8. Exhibitors will not be permitted to assign, sublet or share with others any part of the space allotted to them. 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. 10. Advertising materials cannot be distributed outside of the exhibitor’s exhibit. 11. Exhibits must be kept clean. The floor and display areas of the exhibits must be clear of debris. Exhibitors will be liable for any extra clean-up costs incurred due to displays, food machines and other means.

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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 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.

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. 22. No construction will be allowed at the sides or above the exhibit which may obscure the view of any adjacent exhibits. 23. All materials used for decorating must be flameproof. 24. Construction and signs that are more than 8 feet in height are to be approved by SCACPA management. 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.

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

EXHIBIT CONSTRUCTION 20. Furnishings: SCACPA will provide each exhibitor, 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 hotel. (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.

16. Insurance, if desired by the exhibitors, must be obtained at their own expense. 17. Exhibitors will not offer educational/ training or other programs within the show facility simultaneous to SCACPA related programs.

CANCELLATION POLICY 30. Cancellations are fully refundable if submitted in writing 90 calendar days or more prior to the conference. Cancellations submitted in writing 89 to 31 days prior to the conference will receive a 50 percent refund. No refunds will be given to cancellations received 30 days or less prior to the conference. (803) 791-4181 | www.scacpa.org


Exhibitor/Sponsor Application (Please indicate the events in which you plan to participate) CONCIERGE ATTENDEE GIFT PACKAGE SPONSOR

CONFERENCES /SEMINARS

GOLD SPONSOR

SILVER SPONSOR

EXHIBITOR PACKAGE

m Nonprofit April 28, 2011

m By March 3 -$875 m After March 3 - $975

m By March 3 - $625 m After March 3 - $725

m By March 3 - $275 m After March 3 - $375

m $150

m Call for Quote

m Government & Benefit Plans May 19, 2011

m By March 31 - $875 m After March 31 -$975

m By March 31 - $625 m After March 31 - $725

m By March 31 - $275 m After March 31- $375

m $150

m Call for Quote

m Emerging Leaders August 18-19, 2011

m By June 23 - $875 m After June 23 - $1075

m By June 23 - $625 m After June 23 - $825

m By June 23 - $275 m After June 23 - $375

m $150

m Call for Quote

m Industry October 13-14, 2011

m By August 18 - $1200 m After August 18 - $1400

m By August 18 - $950 m After August 18 - $1150

m By August 18 - $550 m After August 18 - $650

m $250

m Call for Quote

m Personal Financial Planning October 20, 2011

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

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

m By August 25 - $275 m After August25 - $375

m $150

m Call for Quote

m Governmental Bonus Workshop November 15, 2011

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

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

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

m $150

m Call for Quote

m Women in Leadership November 17, 2011

m By September 24 - $875 m After September 24 - $1075

m By September 24 - $625 m After September 24 - $825

m By September 24 - $275 m After September 24 - $375

m $150

m Call for Quote

m Technology December 1, 2011

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 Call for Quote

m Accounting & Auditing December 8-9, 2011

m By October 13- $1200 m After October 13 - $1400

m By October 13 - $950 m After October 13 - $1150

m By October 13 - $550 m After October 13 - $650

m $250

m Call for Quote

m Federal Tax Update - Myrtle Beach December 12, 2011

m By October 17- $1200 m After October 17 - $1400

m By October 17 - $950 m After October 17 - $1150

m By October 17 - $550 m After October 17 - $650

N/A

m Call for Quote

m Federal Tax Update - Charleston December 13, 2011

m By October 18- $1200 m After October 18 - $1400

m By October 18 - $950 m After October 18 - $1150

m By October 18 - $550 m After October 18 - $650

N/A

m Call for Quote

m Federal Tax Update - Columbia December 14, 2011

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

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

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

N/A

m Call for Quote

m Federal Tax Update - Greenville December 15, 2011

m By October 20- $1200 m After October 20 - $1400

m By October 20 - $950 m After October 20 - $1150

m By October 20 - $550 m After October 20 - $650

N/A

m Call for Quote

m CPA Practioners’ & Accounting Educator’s Forum December 16, 2011

m By October 21- $875 m After October 21 - $1075

m By October 21 - $625 m After October 21 - $825

m By October 21 - $275 m After October 21 - $375

m $150

m Call for Quote

NEW CPA OATH CEREMONY

GOLD SPONSOR

SILVER SPONSOR

BRONZE SPONSOR

NEW CPA GIFT SPONSOR

m New CPA Oath Ceremony - May 4, 2011

m $1,000

m $500

m $250

m Call for Quote

m New CPA Oath Ceremony - November 4, 2011 m $1,000

m $500

m $250

m Call for Quote

CPA DAY AT THE STATE HOUSE

LUNCHEON

ATTENDEE GIFT SPONSOR

m CPA Day at the State House - May 4, 2011

m $1,000

m Call for Quote

PROFESSIONAL ISSUES UPDATE q Charleston q Columbia

q Florence q Hilton Head q Rock Hill q Greenville q Myrtle Beach q Spartanburg

2011 CPA SUMMIT - NOVEMBER 3-4, 2011 m Platinum Sponsor m Gold Sponsorship $5,000 By September 8 - $1,200 After September 8 - $1,400 m Silver Sponsorship By September 8 - $950 After September 8 - $1,150 (803) 791-4181 | www.scacpa.org

PLATINUM SPONSOR

GOLD SPONSOR

ATTENDEE GIFT SPONSOR

m $5, 250 includes all eight locations

m $750 per location

m Call for Quote

Other CPA Summit Sponsorship Opportunities m Exhibitor Package By September 8 - $750 After September 8 - $950 m Concierge - $250

q Accounting Student Recognition Luncheon: $1,500 q Accounting Student Recognition Luncheon Table Sponsor: $350 q Membership Reception: $1,000 q Old Guard Reception (lifetime members, holding membership for 30-plus years): $750

q Circle of Excellence Awards Luncheon: $1500 q Circle of Excellence Awards Luncheon Table Sponsorship: $350 Luncheon Table Sponsor: $350 q Attendee Gift Sponsor: Call for quote q CPA Summit Program ad: $550 2011 MARKETING GUIDE

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2011 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

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

Firm/Company Address City/State/Zip Phone

* Marketing contact 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.

*** 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.

Fax

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

ON-SITE CONTACT NAME 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 to the right indicates that you understand and agree to the terms provided on page 12 of this marketing guide. Exhibits will not be reserved without the company representatives signature and payment.

Signature: Date:

CANCELLATIONS: Cancellations are fully refundable if submitted in writing 90 calendar days or more prior to the conference. Cancellations submitted in writing 89 to 31 days prior to the conference will receive a 50 percent refund. No refunds will be given to cancellations received 30 days or less prior to the conference. PAYMENT INFORMATION PAYMENT METHOD

14

q CHECK

Credit Card:

q Visa

q MasterCard

q American Express

Credit Card Number

Payment Amount

Expiration Date

Security Code/CCV#

Signature

Date

2011 MARKETING GUIDE

q Discover

(803) 791-4181 | www.scacpa.org


CPA Report Advertising SCACPA is now offering most print publications in digital format at no additional charge to you.

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. *newly available in electronic format Prices: Please refer to the enclosed rate sheet for additional information. Packaged rates available: Contact SCACPA directly for more information

Print Advertising QUARTERLY CPE CATALOG (print & electronic) SCACPA produces a quarterly catalog that coincides with the CPE schedule (March 2011-February 2012). 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 2011. Prices: Inside Front or Inside Back Cover, $500 per issue (July 2011, October 2011, January 2012 and April 2012 distribution)

Classifieds CLASSIFIEDS PRINT (CPA Report) Reach 3,800+ potential buyers, renters, consumers and potential staff and partners through our classified listings. 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. Deadline: See contract on page 19 CLASSIFIEDS ELECTRONIC (Current Assets and www.scacpa.org) Rates: $30 per ad for members/$60 nonmembers per month. Banner ads also available for $300 per month. We will provide a link from our site to yours. Fee applies to electronically submitted logo or art. Deadline: The 10th day of the month preceding

(803) 791-4181 | www.scacpa.org

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Electronic Advertising CURRENT ASSETS SCACPA members receive a monthly e-mail newsletter, Current Assets. This newsletter averages a 40 percent open rate and 30 percent 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 the first Thursday of every month.

CPE SOURCE (previously Tuesday Teaser) The CPE Source is a monthly 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. Prices: Advertisements in the monthly CPE Source (previously Tuesday Teaser) are only available in monthly or yearly increments. $300/ issue/month; $3500 annually

SCACPA WEB SITE, WWW.SCACPA.ORG SCACPA’s Web site receives an average of 4,000 unique visitors each month, and nearly 30 percent 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. Prices: 1”X2” Rotating Ad: $2,000 per year or $200 per month. Includes live link to your Web site; SCACPA Market Place link: $150 value. Left column ads are placed on the left-hand side of the Web site and appear on every page (other than the home page). Flash and animation are subject to approval by SCACPA.

SCACPA reserves the right to refuse any or all advertising. All advertising accepted is subject to review. SCACPA does not publish advertising from companies 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.

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CPA Report Print Advertising Contract/Form I would like to purchase the following ad space in the 2011 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 (CLIENT or AGENCY? please circle) ___________________________________________________________________________ CITY: ______________________________________ STATE: ____________ ZIP: ______________ PHONE: _________________________________ FAX: ______________________________ E-MAIL: ______________________________________________________________________________

One Issue

Two Issues

Four Issues

Size

Issue

Back Cover

o $940

o $885

o $790

8.5” x 11”

o

Spring

December 15, 2011

Inside Cover

o $865

o $740

o $675

8.5” x 11”

o

Summer

March 15, 2011

Full Page

o $810

o $725

o $653

8.5” x 11”

o

Fall

June 15, 2011

Half Page

o $575

o $490

o $440

8.5” x 4.75”

o

Winter

September 15, 2011

Quarter Page o $495

o $405

o $380

3.75” x 5”

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 percent 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.

Please check the issue(s) that should include your advertisement.

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

o Visa

o MasterCard

o Discover

o American Express

CARD #: EXPIRATION DATE: 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:

(803) 791-4181 | www.scacpa.org

o Check enclosed.

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

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

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

Deadline

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

2011 MARKETING GUIDE

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Electronic Advertising Contract/Form ADVERTISER: _______________________________________________ LOCAL CONTACT: ______________________________________________ AGENCY: ___________________________________________________ AGENCY CONTACT: ____________________________________________ BILLING ADDRESS (CLIENT or AGENCY? please circle) ___________________________________________________________________________ CITY: ______________________________________ STATE: ____________ ZIP: ______________ PHONE: _________________________________ FAX: ______________________________ E-MAIL: ______________________________________________________________________________

ADVERTISING OPPORTUNITIES m Quarterly CPE Catalog $300 per issue for front or back inside cover q July, 2011 q October, 2011 q January, 2012 q April, 2012

m Current Asssets $300 /month q March, 2011 q April, 2011 q May, 2011 q June, 2011 q July, 2011 q August, 2011 q September, 2011 q October, 2011 q November, 2011 q December, 2011 q January, 2012 q February, 2012

m CPE Source $300/month: $3,500 annually q March, 2011 q April, 2011 q May, 2011 q June, 2011 q July, 2011 q August, 2011 q September, 2011 q October, 2011 q November, 2011 q December, 2011 q January, 2012 q February, 2012 q Annually, $3,500

m SCACPA Website q 1”X2” Rotating Ad: $2,000 per year or $200/month. q 1x2” Ad on CPE Course Catalog Search Page: $3,000 per year or $300/month q 1x6” Banner Ad on CPE Course Catalog Search Page: $8,000 per year or $800/month q 1x2” Ad on Select Right Sub-Pages: Call for pricing q SCACPA Market Place Link: $150 annually Please select month(s) you would like you ad to appear: m March, 2011 m September, 2011 m April, 2011 m October, 2011 m May, 2011 m November, 2011 m June, 2011 m December, 2011 m July, 2011 m January, 2012 m August, 2011 m February, 2012

PAYMENT INFORMATION PAYMENT METHOD

q CHECK

Credit Card:

q Visa

q MasterCard

q American Express

Credit Card Number

Payment Amount

Expiration Date

Security Code/CCV#

Signature

Date

q Discover

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: 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 | Email to: eallen@scacpa.org

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Classifieds Contract/Form ADVERTISER: _______________________________________________ LOCAL CONTACT: ______________________________________________ AGENCY: ___________________________________________________ AGENCY CONTACT: ____________________________________________ BILLING ADDRESS (CLIENT or AGENCY? please circle) ___________________________________________________________________________ CITY: ______________________________________ STATE: ____________ ZIP: ______________ PHONE: _________________________________ FAX: ______________________________ E-MAIL: ______________________________________________________________________________ Rates: $1 per word for members, $2/ nonmembers, minimum m CPA Report $30. Fee applies to special q Spring 2011 typeface treatment (bold Deadline: December 15, 2011 or specialized headings, q Summer 2011 larger font size, etc.) or adding an electronically Deadline: March 15, 2011 submitted logo or art. q Fall 2012 Advertising deadlines also Deadline: June 15, 2011 apply to classified ads. q Winter 2012 Fax or e-mail typed copy Deadline: September 15, 2011 to eallen@scacpa.org or (803) 791-4196.

CLASSIFIEDS PRINT

CLASSIFIED ELECTRONIC m Current Asssets q March 2011 q q April 2011 q q May 2011 q q June 2011 q q q July 2011 q August 2011 q

September 2011 October 2011 November 2011 December 2011 January 2012 February 2012

m SCACPA Website q March 2011 q q q April 2011 q q May 2011 q q June 2011 q q July 2011 q August 2011 q

September 2011 October 2011 November 2011 December 2011 January 2012 February 2012

Rates: $30 per ad for members/$60 nonmembers per month. Banner ads also available for $300 per month. We will provide a link from our site to yours. Fee applies to electronically submitted logo or art.

Deadline: The 10th day of the month preceding

CLASSIFIED TEXT

PAYMENT INFORMATION PAYMENT METHOD

q CHECK

Credit Card:

q Visa

q MasterCard

q American Express

Credit Card Number

Payment Amount

Expiration Date

Security Code/CCV#

Signature

Date

q Discover

PLEASE NOTE Electronic Transmission of Ads: The preferred method for receiving ads is electronically. Classifieds should be e-mailed to eallen@scacpa.org . Limitations: No positions are guaranteed. 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. Mail to: SCACPA, 570 Chris Drive, West Columbia, SC 29169 | Email to: eallen@scacpa.org (803) 791-4181 | www.scacpa.org

For more information about advertising opportunities, please contact Emily Allen, Communications Coordinator 1-888-557-4814 (toll free in SC) or eallen@scacpa.org. 2011 MARKETING GUIDE

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Affinity Program Information

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 feel free to 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 Society receive non-dues revenue, for example, based on member participation? o No o Yes, please explain. 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.

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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

(803) 791-4181 | www.scacpa.org

2011 MARKETING GUIDE

21


South Carolina

CPA

SC Association of Certified Public Accountants Serving CPAs since 1915


2011 SCACPA Marketing Guide