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South Carolina Association of Certified Public Accountants

Exhibit, Sponsorship & Advertising Opportunities South Carolina

CPA

2012 MARKETING GUIDE

Rev. 3.1.12


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

T

he 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, 2012

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TABLE OF CONTENTS CONFERENCES & SEMINARS Conferences Introduction Schedule, Details & Rates Terms of the Contract Registration Form 2012

5 6 11 12

EXCLUSIVE EVENTS CPA Summit Professional Issues Updates Series Spring Oath Ceremony Fall Oath Ceremony CPA Day at the State House

8 9 9 9 10

PRINT ADVERTISING CPE Schedule CPA Report

14 14

ELECTRONIC ADVERTISING Current Assets CPE Source Web Site

15 15 15

SCHOLARSHIPS Scholarships Student Luncheon

10 10

AFFINITY PROGRAM Affinity Program Contract

19

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 & WEB SITE ADVERTISING Maureen Taylor – Extension 105 803-791-4181 mtaylor@scacpa.org

w w w.sc acpa.org/marketingguide

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CONFERENCE SPONSORSHIPS Network with your target market, herald your name and interests and explain your products and services in a one-on-one atmosphere.

Gold Sponsorship (Prestige) 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 (Valued Cost) 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.

Contact: April Cox • 803-791-4181, ext. 110 • acox@scacpa.org Sponsor/Exhibitor Application: pages 12-13

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CONFERENCE EXHIBITORS Exhibiting at SCACPA conferences allows for networking, face-to-face contact with future and current clients, and the opportunity to expose your products and services to a target group of accounting professionals. 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

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 concierge package DOES NOT include: Setting up custom display booths | Cost of return shipping of materials

The exhibitor package DOES NOT include: Identifying signage or banners | Telephone/Internet connection | Electrical connection | Additional easels or tables | Shipping/Freight | Conference registrations

Conference Sponsor/Exhibitor Details SPONSOR/EXHIBITOR APPLICATION The conference sponsor/exhibitor application is on pages 12 and 13 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 offices or acox@scacpa.org.

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.

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.

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 120 days/4 months or more prior to the conference. Cancellations submitted in writing 119 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.

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CONFERENCE & SEMINARS, DETAILS & RATES Conference dates are subject to change. Visit www.scacpa.org/marketingguide for up-to-date information.

SPRING MEGA CONFERENCE COLUMBIA - MAY 17-18, 2012

Conference Attendee Gift Sponsor: Call for quote Brochure publication deadline: June 18, 2012

Anticipated attendance: 150-200 This two-day conference is designed for CPAs, auditors and accountants in or providing services to local, state and federal governments, those involved in audits of employee benefit plans and/or financial staff who serve in and work with both large and small nonprofit organizations. Gold Sponsorship: $875 | After March 19: $1075 Silver Sponsorship: $625 | After March 19: $825 Exhibitor Package: $275 | After March 19: $375 Concierge Option: $150 Brochure publication deadline: March 2, 2012

PERSONAL FINANCIAL PLANNING CONFERENCE WEST COLUMBIA - OCTOBER 23, 2012 Anticipated attendance: 50 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. Gold Sponsorship: $875 | After August 23: $1075 Silver Sponsorship: $625 | After August 23: $825 Exhibitor Package: $275 | After August 23: $375 Concierge Option: $150 Brochure publication deadline: June 25, 2012

INDUSTRY CONFERENCE COLUMBIA - MAY 21-22, 2012

GOVERNMENTAL BONUS WORKSHOP COLUMBIA - NOVEMBER 13, 2012

Anticipated attendance: 200 A two-day conference designed for CPAs in industry, including CEOs, CFOs and controllers. For event information, visit www.scacpa.org/industryconference.

Anticipated attendance: 150 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.

Gold Sponsorship: $1200 | After March 19: $1400 Silver Sponsorship: $950 | After March 19: $1150 Exhibitor Package: $550 | After March 19: $650 Concierge Option: $250 Conference Attendee Gift Sponsor: Call for quote Brochure publication deadline: March 2, 2012

Gold Sponsorship: $875 | After September 13: $1075 Silver Sponsorship: $625 | After September 13: $825 Exhibitor Package: $275 | After September 13: $375 Concierge Option: $150 Brochure publication deadline: July 13, 2012

EMERGING LEADERS CONFERENCE COLUMBIA - AUGUST 16-17, 2012

ACCOUNTING & AUDITING CONFERENCE CHARLESTON - DECEMBER 6-7, 2012

Anticipated attendance: 50 This two-day conference was designed by the SCACPA Young CPAs Leadership Cabinet for Young CPAs and young professionals (ages 35 and younger). For event information, visit www.scacpa.org/emergingleader.

Anticipated attendance: 225 CPAs in public practice, industry, and government attend this top-rated conference. For event information, visit www.scacpa.org/AandAConference. Gold Sponsorship: $1200 | After October 8: $1400 Silver Sponsorship: $950 | After October 8: $1150 Exhibitor Package: $550 | After October 8:$650 Concierge Option: $250 Conference Attendee Gift Sponsor: Call for quote Brochure publication deadline: August 6, 2012

Gold Sponsorship: $875 | After June 18: $1075 Silver Sponsorship: $625 | After June 18: $825 Exhibitor Package: $275 | After June 18: $375 Concierge Option: $150 Conference Attendee Gift Sponsor: Call for quote Brochure publication deadline: April 16, 2012

EMERGING TRENDS IN ACCOUNTING CONFERENCE COLUMBIA, DECEMBER 11, 2012

WOMEN IN LEADERSHIP CONFERENCE COLUMBIA - OCTOBER 18, 2012

Anticipated Attendance: 75

Anticipated attendance: 100 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

Gold Sponsorship: $875 | After October 11: $1075 Silver Sponsorship: $625 | After October 11: $825 Exhibitor Package: $275 | After October 11: $375 Concierge Option: $150 Brochure Publication Deadline: August 13, 2012

Gold Sponsorship: $875 | After August 20: $1075 Silver Sponsorship: $625 | After August 20: $825 Exhibitor Package: $275 | After August 20: $375 Concierge Option: $150 2012 MARKETING GUIDE

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Conference dates are subject to change. Visit www.scacpa.org/marketingguide for up-to-date information.

FEDERAL TAX UPDATES WITH WALTER NUNNALLEE

COLUMBIA - DECEMBER 14, 2012

Average Attendance: 300 Gold Sponsorship: $1200 | After October 10: $1400 Silver Sponsorship: $950 | After October 10: $1150 Exhibitor Package: $550 | After October 10: $650 Brochure publication deadline: August 10, 2012

One-day seminar designed for CPAs with one or more years of tax season experience.

CHARLESTON - DECEMBER 10, 2012

Average Attendance: 150 Gold Sponsorship: $1200 | After October 10: $1400 Silver Sponsorship: $950 | After October 10: $1150 Exhibitor Package: $550 | After October 10: $650 Brochure publication deadline: August 10, 2012

FLORENCE - DECEMBER 17, 2012

Average Attendance: 150 Gold Sponsorship: $1200 | After October 10: $1400 Silver Sponsorship: $950 | After October 10: $1150 Exhibitor Package: $550 | After October 10: $650 Brochure publication deadline: August 10, 2012

GREENVILLE - DECEMBER 13, 2012

Average Attendance: 300 Gold Sponsorship: $1200 | After October 10: $1400 Silver Sponsorship: $950 | After October 10: $1150 Exhibitor Package: $550 | After October 10: $650 Brochure publication deadline: August 10, 2012

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EXCLUSIVE EVENTS Conference dates are subject to change. Visit www.scacpa.org/marketingguide for up-to-date information.

2012 CPA SUMMIT SPECIAL SPONSORSHIP OPPORTUNITIES This premier annual event, which will be held November 1-2 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 2012-2013 scholarship recipients and the semi-annual New CPA Oath Ceremony. Average Attendance: 250

PLATINUM SPONSOR Your company’s name is included in the marketing for the Summit, for example, “2012 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 3, 2012: $1,400

SILVER SPONSORSHIP All silver level sponsorship benefits listed on PAGE 4. Silver Sponsorship: $950 | After September 3, 2012: $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 Student Recognition Luncheon Table Sponsor: $250 Benefits: Verbal recognition; Company name in program; up to two luncheon reservations Membership Reception (Average attendance: 100): $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 Table Sponsor: $1500 Benefits: Reservations for up to four attendees Circle of Excellence Awards Luncheon Centerpiece Sponsor: $500 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

2012 CPA SUMMIT EXHIBIT OPPORTUNITIES Exhibitor Package: $750 | After September 3, 2012: $950 Concierge Option: $250 Brochure publication deadline: July 2, 2012 For more information about this event, visit www.scacpa.org/summit

*Payment and artwork MUST be received prior to publication deadline, July 2.

For more information on exclusive sponsorship opportunities, contact Sandra Oxner at (803) 791-4181 ext. 112 or email soxner@scacpa.org. 2012 MARKETING GUIDE

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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. Connect with the coveted audience of South Carolina CPAs at the start of their CPA career and reach veteran CPAs who attend to honor their newest colleagues. The CPA Oath Ceremony events will be held May 2 and November 1.

GOLD SPONSOR: $1000 (per event)

SILVER SPONSOR: $500 (per event)

• • • •

• Up to two event registrations • List of ceremony attendees (provided at the conference) • Verbal recognition during the ceremony • Company logo featured in the following: - Ceremony invitation - Ceremony program - SCACPAs event Web page with a link to your company website - SCACPA Marketplace Web page (logo with link and company description of 50 words or less)

Up to four event registrations List of ceremony attendees Verbal recognition during ceremony Company logo featured in the following: - Ceremony invitation - Ceremony program - SCACPAs event Web page with a link to your company website - SCACPA Marketplace Web page (logo with link and company description of 50 words or less)

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. Publishing dealine is four months prior to 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 2012. 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 email 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 four months prior to first event.

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

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EXCLUSIVE SPONSORSHIP OPPORTUNITIES Conference dates are subject to change. Visit www.scacpa.org/marketingguide for up-to-date information.

CPA DAY AT THE STATE HOUSE

This event 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: February 4 For more information on this series of events, visit www.scacpa. org/cpaday

SCHOLARSHIPS

Promote the study of accounting and provide educational opportunities to South Carolina students with a contribution to the SCACPA Educational Fund, Inc., a 501 (c)3 nonprofit organization. Your contribution of $250, $500 or $1000 benefits accounting students attending South Carolina colleges and universities. Last year SCACPA awarded $21,500 to 16 outstanding young men and women. Don’t miss out on this opportunity to promote your organization as well as helping 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 press releases distributed to major newspapers across South Carolina

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. 2012 MARKETING GUIDE

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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 four months before the event date. Sponsorships will be accepted after the deadline date (within four months 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.

2012 MARKETING GUIDE

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. 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. ARTWORK SUBMISSION 18. Submit high resolution logo (1” square) to acox@scacpa.org four months prior to event for placement on the website and in printed materials. 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 conference materials. 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).

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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 eight 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. 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. ADA REQUIREMENTS 28. In accordance with ADA requirements, if you are disabled and require special services, please contact our office. 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. CANCELLATION POLICY 30. Cancellations are fully refundable if submitted in writing 120 calendar days or more prior to the conference. Cancellations submitted in writing 119 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) Conference dates are subject to change. Visit www.scacpa.org/marketingguide for up-to-date information. CONCIERGE ATTENDEE GIFT PACKAGE SPONSOR

CONFERENCES /SEMINARS

GOLD SPONSOR

SILVER SPONSOR

EXHIBITOR PACKAGE

m Spring Mega May 17-18, 2012

m By March 19 -$875 m After March 19 - $1075

m By March 19 - $625 m After March 19 - $825

m By March 19 - $275 m After March 19 - $375

m $150

m Call for Quote

m Industry May 21-22, 2012

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

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

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

m $250

m Call for Quote

m Emerging Leaders August 16-17, 2012

m By June 18 - $875 m After June 18 - $1075

m By June 18 - $625 m After June 18 - $825

m By June 18 - $275 m After June 18 - $375

m $150

m Call for Quote

m Women in Leadership October 18, 2012

m By August 20 - $875 m After August 20 - $1075

m By August 20 - $625 m After August 20 - $825

m By August 20 - $275 m After August 20 - $375

m $150

m Call for Quote

m Personal Financial Planning October 23, 2012

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

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

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

m $150

m Call for Quote

m Governmental Bonus Workshop November 13, 2012

m By September 13 - $875 m After September 13 - $1075

m By September 13 - $625 m After September 13 - $825

m By September 13 - $275 m After September 13 - $375

m $150

m Call for Quote

m Accounting & Auditing December 6-7, 2012

m By October 8- $1200 m After October 8 - $1400

m By October 8 - $950 m After October 8 - $1150

m By October 8 - $550 m After October 8 - $650

m $250

m Call for Quote

m Emerging Trends in Accounting December 11, 2012

m By October 11 - $875 m After October 11 - $1075

m By October 11 - $625 m After October 11 - $825

m By October 11 - $275 m After October 11 - $375

m $150

m Call for Quote

m Federal Tax Update - Charleston December 10, 2012

m By October 10- $1200 m After October 10 - $1400

m By October 10 - $950 m After October 10 - $1150

m By October 10 - $550 m After October 10 - $650

N/A

m Call for Quote

m Federal Tax Update - Greenville December 13, 2012

m By October 10- $1200 m After October 10 - $1400

m By October 10 - $950 m After October 10 - $1150

m By October 10 - $550 m After October 10 - $650

N/A

m Call for Quote

m Federal Tax Update - Columbia December 14, 2012

m By October 10- $1200 m After October 10 - $1400

m By October 10 - $950 m After October 10 - $1150

m By October 10 - $550 m After October 10 - $650

N/A

m Call for Quote

m Federal Tax Update - Florence December 17, 2012

m By October 10- $1200 m After October 10 - $1400

m By October 10 - $950 m After October 10 - $1150

m By October 10 - $550 m After October 10 - $650

N/A

m Call for Quote

NEW CPA OATH CEREMONY

GOLD SPONSOR

SILVER SPONSOR

BRONZE SPONSOR

NEW CPA GIFT SPONSOR

m New CPA Oath Ceremony - May 2, 2012

m $1,000

m $500

m $250

m Call for Quote

m New CPA Oath Ceremony - November 1, 2012 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 2, 2012

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

GOLD SPONSOR

PLATINUM SPONSOR

ATTENDEE GIFT SPONSOR

m $750 per location

m $5,250 includes all eight locations

m Call for Quote

2012 CPA SUMMIT - NOVEMBER 1-2, 2012 m Platinum Sponsor m Gold Sponsorship $5,000 By September 3 - $1,200 After September 3 - $1,400 m Silver Sponsorship By September 3 - $950 After September 3 - $1,150

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m Exhibitor Package By September 3 - $750 After September 3 - $950 m Concierge - $250

m Other Sponorship Opportunities q Student Recognition Luncheon: $1500 q Student Recognition Luncheon Table Sponsor: $250 q Membership Reception: $1,000 q Old Guard Reception (lifetime members, holding membership for 30-plus years): $750

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q Circle of Excellence Awards Luncheon Table Sponsorship: $1500 q Circle of Excellence Awards Luncheon Centerpiece Sponsorship: $500 q CPA Summit Program ad: $550 q Attendee Gift Sponsor: Call for quote

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


2012 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

Email 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 11 of this marketing guide. Exhibits will not be reserved without the company representatives signature and payment. Disounts are subject to verification. See page 5 for discounts available.

Signature: Date:

CANCELLATIONS: Cancellations are fully refundable if submitted in writing 120 calendar days or more prior to the conference. Cancellations submitted in writing 119 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

q Check

Credit Card: q Visa q MasterCard q American Express q Discover

Credit Card Number

Payment Amount

Expiration Date

Security Code/CCV#

Signature

Date

2012 MARKETING GUIDE

13

Discount(s):

subject to verification

(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. *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 2012 - February 2013). 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 2012. Prices: Inside Front or Inside Back Cover, $500 per issue (July 2012, October 2012, January 2013 and April 2013 distribution)

CLASSIFIEDS CLASSIFIEDS PRINT (CPA Report) Reach 3,900+ 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 email 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

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


Electronic Advertising CURRENT ASSETS SCACPA’s monthly enewsletter, Current Assets, 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 email is sent on the first Thursday of every month.

CPE SOURCE The CPE Source is a monthly email publication received by close to 4,000 accounting professionals and students. A highly read communication, this email 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 website 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 website 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 website 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 website; SCACPA Market Place link: $150 value. Left column ads are placed on the left-hand side of the website 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 Maureen Taylor at (803) 791-4181 ext. 105 or e-mail mtaylor@scacpa.org.

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


2012 CPA Report Print Advertising Contract/Form I would like to purchase the following ad space in the 2012 South Carolina CPA Report (circulation 3,900)

Date: ______________

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

Deadline

Back Cover

o $987

o $930

o $830

8.5” x 11”

o Q1, Spring

December 15, 2011

Inside Cover

o $908

o $777

o $709

8.5” x 11”

o Q2, Summer

March 15, 2012

Full Page

o $851

o $761

o $686

8.5” x 11”

o Q3, Fall

June 15, 2012

Half Page

o $604

o $515

o $462

8.5” x 4.75”

o Q4, Winter

September 15, 2012

Quarter Page o $520

o $425

o $399

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 emailed to mtaylor@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. Page size: 8.5x11, with bleeds 8.75x12.5, live area 8x10.5 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. Cancellation Policy: No cancellations will be accepted after ad close date. Covers cannot be cancelled within six weeks of issue date. The Publisher reserves the right to charge for unused space or repeat the previous advertisement if acceptable material is not received by material due date. Ads cancelled after the space reservation deadline will be billed at 100%. Cancellations must be submitted in writing. Payment: Credit card payments will only be accepted via fax or phone. Credit card payments via email will not be accepted. For more information about the South Carolina CPA Report, or other advertising opportunities, please contact Maureen Taylor, Membership Manager 1-888-557-4814 (toll free in SC) or mtaylor@scacpa.org.

2012 MARKETING GUIDE

Please check the issue(s) that should include your advertisement. Ads must be prepaid unless other arrangements are made.

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: BILLING ADDRESS: CITY/STATE/ZIP: 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

16

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


2012 PRINT/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 $500 per issue for front or back inside cover q July, 2012 q October, 2012 q January, 2013 q April, 2013

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

m CPE Source $300/month: $3,500 annually q January, 2012 q February, 2012 q March, 2012 q April, 2012 q May, 2012 q June, 2012 q July, 2012 q August, 2012 q September, 2012 q October, 2012 q November, 2012 q December, 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 January, 2012 m July, 2012 m February, 2012 m August, 2012 m March, 2012 m September, 2012 m April, 2012 m October, 2012 m May, 2012 m November, 2012 m June, 2012 m December, 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 mtaylor@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 Maureen Taylor, Membership Manager 1-888-557-4814 (toll free in SC) or mtaylor@scacpa.org.

Mail to: SCACPA, 570 Chris Drive, West Columbia, SC 29169 | Email to: mtaylor@scacpa.org 2012 MARKETING GUIDE

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


2012 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 1Q, Spring 2012 typeface treatment (bold Deadline: December 15, 2012 or specialized headings, q 2Q, Summer 2012 larger font size, etc.) or adding an electronically Deadline: March 15, 2012 submitted logo or art. q 3Q, Fall 2012 Advertising deadlines also Deadline: June 15, 2012 apply to classified ads. q 4Q, Winter 2012 Fax or e-mail typed copy Deadline: September 15, 2012 to eallen@scacpa.org or (803) 791-4196.

CLASSIFIEDS PRINT

CLASSIFIED ELECTRONIC m Current Asssets q January 2012 q q February 2012 q q March 2012 q q April 2012 q q May 2012 q q June 2012 q

July 2012 August 2012 September 2012 October 2012 November 2012 December 2012

m SCACPA Website q January 2012 q q February 2012 q q March 2012 q q q April 2012 q q May 2012 q q June 2012

July 2012 August 2012 September 2012 October 2012 November 2012 December 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 mtaylor@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: mtaylor@scacpa.org 2012 MARKETING GUIDE

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For more information about advertising opportunities, please contact Maureen Taylor, Member Services Director 1-888-557-4814 (toll free in SC) or mtaylor@scacpa.org. (803) 791-4181 | www.scacpa.org


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. 2012 MARKETING GUIDE

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


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: mtaylor@scacpa.org


Marketing Guide, March 1, 2012