CSMFO | 2019 Annual Conference | Sponsorship Opportunities

SPONSORSHIP OPPORTUNITIES THE 2019 CSMFO ANNUAL CONFERENCE -1-

L E T T E R FROM JOAN

LETTER FROM 2019 PRESIDENT JOAN MICHAELS AGUILAR Dear Exhibitor/Sponsor, Thank you for your support of the California Society of Municipal Finance Officers (CSMFO). I am very excited to be back in Palm Springs for the 2019 Annual Conference--“Guardians of the Finance Galaxy”--being held January 8-11 at the Palm Springs Convention Center.

At CSMFO, we try to keep our registration costs really reasonable for our government attendees – and we know the only way we’re able to continue to do that is with the support of our exhibitors and sponsors. We sincerely appreciate the value you bring to our membership, both in your products/services and financial support.

If you are a returning exhibitor/sponsor, thank you! If you are a new exhibitor/sponsor, we invite you to be a part of the growing CSMFO community. Each year we continue to exceed expectations and we anticipate this conference will do the same with total registrations expected to exceed 1300 attendees.

This year, we have added a new “Infinity Stone” exhibitor and sponsorship level as well as enhanced all other categories. The new Infinity Stone exhibitor level is the top exhibitor and only one at this level will be available. First come, first served!

The Diamond, Sapphire and Gold exhibitors also have new levels of benefits. And last but not least, the Bronze Exhibitor has been renamed Silver Exhibitor and offers the same table top options. Also, there is now only one level of CSMFO Non-Exhibitor/Sponsor.

Every level of exhibitor and sponsorship receives recognition on our conference web page, at the conference and on Guidebook in addition to an opportunity to advertise in the 2019 CSMFO Magazine. To find the sponsorship level that is most suitable to your company’s desired outcome, please read all about the benefits associated with each level of sponsorship in the enclosed exhibitor packet.

I look forward to welcoming you to the 2019 CSMFO Annual Conference in January.

Sincerely,

Joan Michaels Aguilar 2019 CSMFO President Conference Chair

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SPONSORSHIP OPPORTUNITIES

2019 CSMFO ANNUAL CONFERENCE EXHIBITOR & SPONSORSHIP PROSPECTUS WHY EXHIBIT AT CSMFO? When you exhibit at the CSMFO Annual Conference, you will be provided with many opportunities to build and develop quality relationships with your current clients and prospects. You will meet face-to-face with many government officials in California.

Take advantage of the CSMFO Annual Conference to: • Reach the largest range of government finance officials; • Introduce and advance new products and services; • Gain exposure to government finance officials, decision-makers and key personnel.

THE EXHIBIT HALL SELLS OUT EARLY

R E G I S T E R

N O W !

EXHIBIT HALL LOCATION The location of the Exhibit Hall is at the Palm Springs Convention Center, adjacent to the Renaissance Palm Springs Hotel, Palm Springs, California.

EXHIBITOR BOOTH SELECTION Booth selection will begin Monday, November 5, 2018. Booth selection priority is given according to sponsorship level and date of registration. CSMFO will make every effort to place exhibitors in the areas of their choice; however, CSMFO does reserve the right to place or relocate any exhibitor based on what is best for the Exhibit Hall as a whole.

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E X H I B I T O R S C H E D U L E 2019 CSMFO ANNUAL CONFERENCE EXHIBITOR SCHEDULE

Please note: Exhibitors are invited to attend all events including breakfasts, luncheons, Thursday evening CSMFO Hosted Event and General Session on Friday.

WEDNESDAY, JANUARY 9 7:30am- 5:00pm Registration Open 11:30am- 1:45pm Lunch, Keynote Speaker & General Session 12:00pm- 4:00pm Exhibitor Booth Set Up 12:00pm- 5:00pm Complimentary Wednesday Exhibitor Passes Available 4:45pm- 6:30 pm Exhibit Hall Open. Exhibitor Reception in Exhibit Hall THURSDAY, JANUARY 10 7:30am- 3:45pm Exhibit Hall Open 7:30am- 8:30am Buffet Breakfast in Exhibit Hall 9:45am- 10:15am Break in Exhibit Hall

THURSDAY EVENING EVENT 6:00pm - 10:00pm

11:30am- 1:45pm Lunch, Keynote Speaker

DINNER, CASINO, GAMES, MOVIE, Palm Springs Convention Center – something for everyone!

3:00pm- 3:45pm Dessert Break & Prize Drawing in Exhibit Hall 3:45pm- 5:30pm Exhibit Hall Breakdown

9:00pm - midnight

FRIDAY, JANUARY 11

AFTER PARTY at HOTEL ZOSO

8:00am- 9:00am Breakfast 9:15am- 10:30am Concurrent Sessions 10:45am- 12:00pm General Session

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SPONSORSHIP L E V E L S 2019 CSMFO ANNUAL CONFERENCE SPONSORSHIP OPPORTUNITIES Benefits for all Exhibitors and Sponsors

• Advertising in the 2019 CSMFO Magazine based on exhibitor/sponsor level • Company name on Conference website by exhibitor level • Company name in Conference app by exhibitor level • Company name by exhibitor level at General Sessions • Signage during sponsored event • Exhibitor/sponsor ribbons on badges for all company attendees • Company name plus 50-word description of services (as provided by company) and web link on Conference app • Additional complimentary Wednesday Exhibit Hall passes for the Exhibitor Reception (4:45pm- 6:30pm)

Infinity Stone Exhibitor - $25,000 (Limited to one)

Includes sponsorship of the President’s Dinner on Tuesday, January 8, 2019. Your company name and logo on the dinner invitation, prominent name recognition at the dinner, four seats at the dinner and a brief opportunity to address the group.

• Premium Double Booth 20’ X 20’ with pipe and drape • Company name displayed on the name badge holders • Listing and logo in the Conference app • Logo on CSMFO website with link to your website • Full page ad in each issue of the 2019 CSMFO Magazine (6 issues) • Twelve (12) complimentary Conference registrations • One foursome at the Golf Tournament on Tuesday, January 8th • Case in Point Presentation • Company logo and name on front page of the Conference website • Company insert (provided by Exhibitor – limited to one page) into Conference registration bag • Logo on bottom banner of Conference app • Five (5) Wednesday Exhibitor Reception Passes

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SPONSORSHIP L E V E L S Diamond Exhibitors - $12,000

• Double Booth 10’ X 20’ with pipe and drape • Eight (8) complimentary Conference registrations • Listing and logo in the Conference app • Half page ad in each issue of the 2019 CSMFO Magazine (6 issues) • Case in Point Presentation (pending Program Committee approval) • Company logo and name on front page of Conference website • Four (4) Wednesday Exhibitor Reception Passes • Choice of your company name displayed as a contributing sponsor on one of the following (signage included): • Notepad (pre-stuffed in Conference registration bag) • Pen (pre-stuffed in Conference registration bag) • Charging station • Lounge area

Sapphire Exhibitors - $7,000

• Single booth 10’ X 10’ with pipe and drape • Six (6) complimentary Conference registrations • Half page ad in 3 issues of the 2019 CSMFO Magazine • Three (3) Wednesday Exhibitor Reception Passes • Choice of your company name displayed as a contributing sponsor on one of the following (signage included): • Coffee Break • Breakfast • Dessert

Gold Exhibitors - $4,000

• Single Booth 10’ X 10’ with pipe and drape • 50% discount on one (1) ad package in the 2019 CSMFO Magazine • Three (3) complimentary Conference registrations • Two (2) Wednesday Exhibitor Reception Passes

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Silver Exhibitors - $2,000

• Table top display only on 6’ X 2’ table • 25% discount on one (1) ad package in the 2019 CSMFO Magazine • One (1) complimentary Conference registration • One (1) Wednesday Exhibitor Reception Pass

SPONSORSHIP WITHOUT A BOOTH OR TABLE TOP DISPLAY Non-Exhibitor Sponsors - $3,000

• Two (2) complimentary Conference registrations • 50% discount on one (1) ad package in the 2019 CSMFO Magazine • One (1) Wednesday Exhibitor Reception Pass • Listed as a contributing sponsor with signage at a coffee break, dessert or breakfast to be chosen by CSMFO

PRESIDENT’S DINNER -

$6,000 – Limited to 3 sponsors

This option is open to all commercial vendors; you do not have to be an exhibitor sponsor to sponsor the President’s Dinner. The President’s Dinner is held on Tuesday evening, January 8, 2019. All sponsors will receive their company name and logo on the dinner invitation, prominent name recognition at the dinner, two seats at the dinner and a brief opportunity to address the group. If you are the Infinity Stone sponsor, the President’s Dinner sponsorship is included with your registration. Please contact Exhibit & Sponsor Liaison Candy Retamoza at candy. retamoza@staff.csmfo.org or (209) 981-3354. Must register and submit logo by October 31, 2018 to receive all benefits.

COMPLIMENTARY WEDNESDAY EXHIBITOR PASSES

Does your company have a person(s) that you would like to experience the Exhibit Hall? CSMFO is providing you with a number of passes, based on your booth registration level, for Wednesday afternoon to assist in setting up your booth/table top and attend the Exhibitor Reception that same day. Wednesday is the only day we are offering this benefit, so plan your staffing! Candy Retamoza will be contacting you for the names that will be receiving the complimentary passes.

EXHIBIT HALL GAME

CSMFO will not have an Exhibit Hall game this year. For all exhibitors, we are putting the finishing touches on a means to encourage attendees to visit your booth. More information to follow on this.

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ADDITIONAL INFORMATION 2019 CSMFO ANNUAL CONFERENCE ADDITIONAL INFORMATION CASE IN POINT PRESENTATION

Case in Point sessions are for the Infinity Stone and Diamond exhibitors only. In addition to the one Case in Point presentation for the Infinity Stone exhibitor, three (3) additional Case in Point sessions will be allowed. To be considered for a Case in Point session, the exhibitor must be registered as an Infinity Stone or Diamond exhibitor by Monday, October 1, 2018 and submit your “call for session” application no later than Friday, October 12, 2018. Contact Harriet Commons at harriet.commons@staff.csmfo.org for details. The Program Committee will review the submittals and select the three sessions that best fit the needs of the Conference. A member of your team will have the opportunity to speak to the attendees in an informal venue by sharing how they have helped a client with a process or problem. You could also partner with a client for this 30 minute or 1 hour presentation. Case in Point sessions are scheduled during the conference.

EXHIBITOR DEADLINES November 30, 2018 – You must submit an eps or vector-based logo to CSMFO. Specifications are on the following page.

November 30, 2018 – Online exhibitor registration ends. Registrations received after this day may not be included in any printed Conference documents or included in the Conference app. Please note that to recieve all benefits listed, President’s Dinner sponsorship must be received by October 31.

December 14, 2018 – Payments must be received by CSMFO to avoid a $100 late fee.

All refunds and cancellations of exhibitor booth fees and sponsorships must be in writing to CSMFO by Friday, November 9, 2018. Cancellations will be refunded until this date, less a 25% administrative fee. There will be no refunds after this date.

ONLINE REGISTRATION

Exhibitor and Non-Exhibitor Sponsorship registrations (with payment by Visa or MasterCard or check) begin on Monday, August 13, 2018 and is only available online. Please go to conference.csmfo.org to register! If mailing a payment, it must be received no later than Friday, December 14, 2018 to avoid a $100 late fee. Please mail check to CSMFO, 700 R Street, Suite 200, Sacramento, CA 95811.

If payment is not received in our office prior to the opening of the 2019 Annual Conference, we will ask that an attending exhibitor pay onsite via credit card including the additional $100 late fee.

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ADDITIONAL ATTENDEES

Additional attendees may be added as follows (in addition to those included with your sponsorship level): • Full conference registration - $600 • Daily conference registration - $375 Please register your additional attendees on the online registration form.

TRADESHOW MANAGEMENT

TriCord Tradeshow Services will provide all exhibitor services in the Exhibit Hall, including but not limited to: booth equipment, rental furnishings, electrical distribution, freight and material handling labor, custom display rentals and sign producing and hanging capabilities. An Exhibitor Service Kit containing the necessary information and order forms will be emailed to your organization’s contact person once your registration is processed. Mike Grim at TriCord is the contact person and he may be reached at 831.883.8600 or by email at mike@tricord.net.

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LOGO SPECIFICATIONS

DUE: November 30, 2018 LOGO SPECIFICATIONS - IMPORTANT! You must send your logo in EPS or ai vector format.

If you do not have an EPS version of your logo, please ensure what you send is a high resolution transparent PNG or PDF. Logos pulled from websites are not suitable for CSMFO printing.

SEND YOUR LOGO TO dgarrison@smithmooreassoc.com

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2019 CSMFO ANNUAL CONFERENCE HOTEL INFORMATION HOTEL ROOM BLOCKS OPEN SEPTEMBER 4TH

HOTEL INFORMATION

The 2019 CSMFO Annual Conference will be held at the Palm Springs Convention Center in Palm Springs, CA. CSMFO has contracted room blocks with four hotels surrounding the Convention Center. Hotel reservations can be made beginning Tuesday, September 4. There is a one-night nonrefundable room deposit for each reservation. Reservation deadline is Saturday, December 8, for the below special rates.

RENAISSANCE PALM SPRINGS HOTEL 888 E. Tahquitz Canyon Way Palm Springs, CA 92262 $219 per night plus tax

KIMPTON ROWAN PALM SPRINGS 100 W. Tahquitz Canyon Way Palm Springs, CA 92262 $209 per night, Resort Fee $25 plus tax

HILTON PALM SPRINGS 400 E. Tahquitz Canyon Way Palm Springs, CA 92262 $189 per night plus tax

HOTEL ZOSO

150 S. Indian Canyon Drive Palm Springs, CA 92262 $183 per night, Resort Fee $16 plus tax

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RULES AND RE GUL ATI ON S 2019 CSMFO ANNUAL CONFERENCE EXHIBITOR RENTAL SPACE & SPONSORSHIP

APPLICATION RULES AND REGULATIONS EXHIBITOR REGISTRATION INFORMATION Registration for all Exhibitors and Non-exhibiting Sponsors will be online. You may register your booth and or sponsorship online and then register your complimentary attendees at a later date. You will also register your additional attendees online using the same process to receive the discounted rates ($600 full conference/$375 daily). These rates will be available to you during the entire registration process for all of your additional attendees over and above your complimentary registrations.

MULTIPLE BOOTHS Exhibitors may purchase multiple booths, however, booths may not be shared with another company and must remain looking like two booths.

EXHIBIT BOOTH SET-UP Exhibits may be installed on Wednesday, January 9, 2019 from 12:00 noon to 4:00 p.m. Infinity Stone Exhibitor will be provided a quadruple booth, which measures 20’ X 20’. Diamond Exhibitors will be provided a double booth, which measures 10’ X 20’. Sapphire and Gold Exhibitors will be provided with a 10’ X 10’ booth. All exhibitors will be provided with a 6’ X 2’ skirted table, two chairs, wastebasket and company signage. Exhibitors shall arrange their exhibits so that they do not obstruct other exhibits. Aisles must be kept clear. Exhibits should be arranged so that company representatives will be inside of the assigned space. Display materials or equipment at the sides of the booth shall not exceed the height of the side walls. Materials used to decorate shall be of flame retardant materials. Safety exits and equipment must be left accessible and in full view at all times.

SILVER EXHIBITORS – TABLE TOP EXHIBITS Silver Exhibitors may set up their table top exhibit on Wednesday, January 9, 2019 from 12:00 noon to 4:00 p.m. Silver Exhibitors are provided a 6’ X 2’ skirted table, two chairs, wastebasket and company signage. Exhibitor display must fit on top of the table. These restrictions will be enforced.

EXHIBIT HALL BREAKDOWN The breakdown of the exhibits shall begin Thursday, January 10, 2019 at 3:45 p.m. and conclude no later than 5:30 p.m.

SHIPPING AND HANDLING Shipping of materials and installation fees are not included in the exhibit booth fee. Arrangements for shipping and storage of displays and materials as well as additional items such as electrical needs must be made through TriCord Tradeshow Services. You may contact Tricord at (831) 883-8600. Please reference the 2019 CSMFO Annual Conference. The necessary forms will be sent to you in their Exhibitor Kit. CONTRACT FOR SPACE The last day to register as an exhibitor is Friday, November 30, 2018. The completed exhibitor registration form, the notice of space assignment and the full payment of exhibitor booth fees together constitute a contract between CSMFO and the exhibitor for the right to use the assigned booth space and to comply with these rules and regulations. Exhibitors shall be bound by the rules and regulations set forth herein and by such amendments or additional rules and regulations which may be established by CSMFO. SPACE ASSIGNMENT Space assignment priority is given according to sponsorship level and date of registration within that sponsorship level. CSMFO does reserve the right to place, move or relocate any exhibitor in case of necessity for the total benefit and operation of the show. Space assignment shall begin Monday, November 5, 2018.

BOOTH PAYMENT Each exhibitor must submit payment for their reserved booth by Friday, December 14, 2018 to avoid a $100 late fee.

CANCELLATION All refunds and cancellations of exhibitor booth fees and sponsorships must be in writing to CSMFO by Friday, November 9, 2018. Cancellations will be refunded until this date, less a 25% administrative fee. There will be no refunds after this date.

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ADDITIONAL ATTENDEES Additional attendees may be added as follows (in addition to those included with your sponsorship level): Full Conference Registration $600; Daily Conference Registration $375. Please register your additional attendees on the online registration form.

ALL COMPANY REPRESENTATIVES WORKING IN THE EXHIBIT HALL MUST BE REGISTERED FOR THE CONFERENCE All exhibitors must check in at the registration area upon arrival at the conference for a name badge and conference information. Please register all persons in your booth so that a badge can be made in advance. Admission shall be by badge and attendees are not allowed to share badges. Rights of an exhibitor shall not be assignable to any other firm or person. In addition, complimentary Exhibitor Reception Guest Passes will be available at the Registration Desk for the Wednesday Exhibitor Reception from 4:45 p.m. to 6:30 p.m. for your company staff that have not had the opportunity to attend the conference and exhibit hall in the past. The Complimentary Guest Pass is only for the Exhibitor Reception. The number of passes available is based on exhibitor registration level and may be picked up at the Registration Desk after 12:00 noon that day.

EXHIBITOR’S RESPONSIBILITIES CSMFO will not be responsible for damage to uncrated materials, materials improperly packed, glass breakage or concealed damage. CSMFO will not be responsible for loss or disappearance of the exhibitor’s materials after same have been delivered to the exhibitor’s booth. Similarly, CSMFO cannot be responsible for disappearance of the exhibitor’s materials before the materials are picked up from the exhibitor’s booth for loading after the conference.

PRIZES Representatives from the companies exhibiting at the conference are not eligible to win prizes. Prize winners will be eligible to win more than one prize. Individual exhibitors may determine if the prize winner needs to be in attendance at the time of the drawing. Exhibitors are responsible for delivery of their prizes to the winner.

INSURANCE LIABILITY Exhibitor agrees to protect, save and keep CSMFO and Palm Springs Convention Center forever harmless from any damages or charges imposed for violation of any law or ordinance occasioned by negligence of the exhibitor, as well as to comply strictly with the applicable terms and conditions contained in the agreement between the Palm Springs Convention Center and CSMFO regarding exhibition premises.

Further, exhibitor shall at all times protect, indemnify, save, defend and hold harmless CSMFO and Palm Springs Convention Center against and from any and all loss, costs (including attorney fees), damages, liability, or expense arising from or out of or by reason of any accident or bodily injury or any other occurrence to anyone, including the exhibitor, its agents, employees and business invitees, which arises from or out of or by reason of said exhibitor’s occupancy and use of the exhibition premises or part thereof. Additionally, CSMFO shall not be held responsible for any loss, damage, or delay due to strikes, lockouts, Acts of God, governmental restrictions, enemy action, civil commotion, unavoidable casualty or other causes similar or dissimilar, beyond the control of CSMFO. EXHIBITOR’S PROPERTY CSMFO (and its conference facilities) cannot assume responsibility for the safety of the property of the Exhibitor, its officers, agents or employees from theft, damage by fire, accident or other causes, but will use all reasonable care to protect them against such loss. In all cases, occupants wishing to insure their property must do so at their own expense. It is especially recommended that all occupants have representatives in attendance at all times when exhibits are being set up or dismantled, to protect against loss. CSMFO (and its host conference facilities) cannot be responsible for any item left unattended or left in the Exhibit Hall during the ties the exhibits are closed. CSMFO does not provide any security in the exhibit hall during closed hours.

RULES AND COMPLIANCE Exhibitors agree to comply with rules and regulations as specified in the Exhibitor Package and the TriCord Exhibit Kit. NONCOMPLIANCE WITH EXHIBITOR RULES AND REGULATIONS Each exhibitor and all its employees agree to abide by the rules and regulations given herein and by subsequent amendments and additions considered by CSMFO management to be in the best interest of all exhibitors. Upon noncompliance with the rules formulated, CSMFO management reserves the right to prohibit, reject or eject any exhibitor, exhibitor’s representatives, or exhibit in whole or part, with or without giving cause. If cause is not given, CSMFO’s liability shall not exceed the return to the exhibiting company of the rental earned at the time of ejection.

If an exhibitor is ejected for violation of these rules, or for any other reason, no return of monies received shall be made.

AMENDMENT TO RULES These rules, regulations and conditions have been drawn for the purpose and intention of providing a well-balanced, well-regulated, attractive and successful exposition. Any and all matters or questions, not specifically covered by the preceding rules and regulations shall be subject solely to the decision of the CSMFO management. In an effort to provide the greatest good to the greatest number, CSMFO management shall have full power to so interpret the rules and regulations or make such rulings as may appear to be for the best interest of the entire exposition and all amendments of the foregoing rules shall bind the exhibitors.

All questions regarding registration and rules should be directed to Candy Retamoza, CSMFO Exhibit & Sponsor Liaison, at Candy.Retamoza@staff.csmfo.org or 209.981.3354.

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SPONSORSHIP OPPORTUNITIES THE 2019 CSMFO ANNUAL CONFERENCE - 14 -