2021 CSMFO Annual Conference - Sponsorship Opportunities

2021 CSMFO ANNUAL CONFERENCE

TOGETHER TOWARD TOMORROW SPONSORSHIP OPPORTUNITIES F E B R U A RY 2 0 21 2021 CSMFO CONFERENCE SPONSORSHIP OPPORTUNITIES

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TOGETHER TOWARD TOMORROW On behalf of the California Society of Municipal Finance Officers, I’m hopeful to partner with

you in supporting our members through your participation as an exhibitor/sponsor for our upcoming 61st annual CSMFO conference on February 16 - February 18, 2021.

While we are still uncertain as to whether we will be allowed to meet in person, we nevertheless feel it necessary to find a way to partner with you to offer the stellar training our members have come to expect.

We will be opening registration soon for a virtual conference option, and we’ll continue to monitor local health department orders regarding a possible hybrid option if an in-person component is feasible. We have developed some wonderful options, based on best examples and lessons learned from other virtual conferences.

As the preeminent resource for promoting excellence in government finance in California, and with the budget impacts to our member agencies and our goal to maximize participation during these times, CSMFO’s objective is to keep our conference registration fees affordable. And we are grateful for and know the important role that all our commercial partners play in making this possible.

If you are a returning exhibitor/sponsor, welcome back. We will make every effort to maximize your value this year. If you are considering exhibiting or sponsoring for the first time, I invite you to be a part of our growing CSMFO community and trust that we have great opportunities for you to connect with our members. We are optimistic that with reduced and flat rates, and with incentives for new members, we will exceed 1,200 attendees in 2021.

As many of the exhibitor/sponsorship opportunities for our 2021 annual conference are extremely limited, I recommend that you act fast to secure your company’s preferred exhibitor/sponsorship package today.

I look forward to welcoming you to the 2021 CSMFO Annual Conference, taking place February 16 – 18, 2021 and again thank you for your passion and support.

Marcus Pimentel With gratitude and optimism, Marcus Pimentel

2021 CSMFO President & Conference Chair

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2021 CSMFO CONFERENCE SPONSORSHIP OPPORTUNITIES

Get maximum value out of the event through gaining your most valuable resource: Leads. Up-to-the-minute lead requests mean you quickly know who wants information and how to reach out.

Receive leads W andH contact information from attendees who message yo Y E X H I B I T A T to learn more about your products and services. View event attendees THE VIRTUAL CONFERENCE? who visited your booth and message them via the platform during There are three levels of sponsorship opportunities to ensure that CSMFO meets the needs and budgets the event. of all our industry partners. Each level will offer your company a variety of ways to promote your service or product to hundreds of government finance officials, decision-makers, and key personnel in THE VALUE: the industry. You’ll also have access to data and records to see who visited your virtual exhibit during the Go beyond justbylead capture and todownload to analyze your booth traďŹƒc. event. Attendees can search industry or category easily find services that your company provides.

Your participation will show our not attendees to them, industry andhow CSMFO. Gain insights into justyour whocommitment has visited yourthe booth, but many times,

so that you C can S Mcraft F Oa thoughtful I S P R O outreach U D T Omessage O F F EtoRanyone who may be sitting on the fence.

WHITE GLOVE SERVICE!

We understand it may be intimidating building a virtual exhibit page for the first time. CSMFO staff will build your exhibit page for you and will work with you along the way to ensure you have an easy and seamless experience. You provide the assets (such as videos, PDFs, FAQs, company logo, description) and we will take it from there. Please note that the deadline for asset collection is January 25, 2021.

2021 CSMFO CONFERENCE SPONSORSHIP OPPORTUNITIES

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SCHEDULE OF EVENTS (SUBJECT TO CHANGE) TUESDAY, FEBRUARY 16, 2021 10:00 am – 12:00 pm 11:30 am - 12:30 pm 12:30 pm – 1:50 pm 1:50 pm – 2:00 pm 2:00 pm - 5:00 pm 2:00 pm – 2:50 pm 2:50 pm – 3:00 pm 3:00 pm – 4:00 pm 4:00 pm – 4:50 pm 5:00 pm – 6:00 pm

Actuarial Appointments Live Exhibit Hall Hours Welcome & Opening Keynote Speaker Break Live Exhibit Hall Hours Concurrent Sessions Break Virtual Exhibit Hall Concurrent Sessions Social Hour/Chat Rooms

WEDNESDAY, FEBRUARY 17, 2021 10:00 am – 12:00 pm 11:30 am - 12:30 pm 12:30 pm – 1:50 pm 1:50 pm – 2:00 pm 2:00 pm - 5:00 pm 2:00 pm – 2:50 pm 2:50 pm – 3:00 pm 3:00 pm – 4:00 pm 4:00 pm – 4:50 pm 5:00 pm – 6:00 pm

Actuarial Appointments Live Exhibit Hall Hours General Session Break Live Exhibit Hall Hours Concurrent Sessions Break Virtual Exhibit Hall Concurrent Sessions Social Hour/Chat Rooms

THURSDAY, FEBRUARY 18, 2021 10:00 am – 12:00 pm 11:30 am - 12:30 pm 1:00 pm – 1:50 pm 1:50 pm – 2:00 pm 2:00 pm - 5:00 pm 2:00 pm – 2:50 pm 2:50 pm – 3:00 pm 3:00 pm – 3:50 pm 4:00 pm – 4:50 pm 5:00 pm – 6:00 pm

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Actuarial Appointments Live Exhibit Hall Hours Closing Keynote Session Break Live Exhibit Hall Hours Concurrent Sessions Break Networking Events Concurrent Sessions Closing Social Hour

2021 CSMFO CONFERENCE SPONSORSHIP OPPORTUNITIES

ALL SPONSOR COMPED NONMEMBER REGISTRATIONS WILL RECEIVE A COMPLIMENTARY MEMBERSHIP IN CSMFO FOR 2021!

(Valued at $220) Note: this promotion is for new members only!

2021 CSMFO ANNUAL CONFERENCE

SPONSORSHIP LEVELS P R E M I E R $ 7 , 5 0 0 SOLD OUT

• Virtual exhibit page to include the ability to showcase your service or product by uploading files, videos, company description, polling attendees, raffle a prize and have a link to your website • Eight complimentary registrations ($1600 value) • 20-30 second commercial or video message to be played during general sessions/keynote webpages • 15-30 minute presentation during exhibit hall break, hosted on your exhibit page and included on the agenda • Your company logo on all conference emails to attendees • Ability to video chat with attendees on your exhibit page • Your company logo on the conference homepage • Logo on banner to scroll on the general sessions/keynote webpage and breakout session pages • Ability for attendees to request information on your virtual exhibit page • Access to real-time reports of attendee visits to your exhibit page • Large company logo on sponsor list • Pre- and post-conference attendee registration lists • Inclusion in conference game • Descriptive tags so attendees can locate your exhibit page by topic, industry or category • Full-page ad in the CSMFO Conference Magazine ($400 full value) • 50% off rotating header banner ad for three consecutive weeks anytime in 2021 on CSMFO News ($400 full value) • Access to social media template for posting on your social media

Attendee request with contact info

Video chat with booth attendees

2021 CSMFO CONFERENCE SPONSORSHIP OPPORTUNITIES

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2021 CSMFO ANNUAL CONFERENCE

SPONSORSHIP LEVELS DELUXE $4,000

• Virtual exhibit page to include the ability to showcase your service or product by uploading files, videos, company description, polling attendees, raffle a prize and have a link to your website • Six complimentary registrations ($1200 value) • Ability to text chat with attendees on your exhibit page • Your company logo on the discussion page • Logo scrolling on breakout session pages • Ability for attendees to request information on your virtual exhibit page • Access to real-time reports of attendee visits to your exhibit page.

• Medium size logo on sponsor list • Pre- and post-conference attendee registration lists • Inclusion in conference game • Descriptive tags so attendees can locate your exhibit page by topic, industry or category • Half-page ad in the CSMFO Conference Magazine ($250 full value) • 50% off rotating article side banner ad for three consecutive weeks anytime in 2021 on CSMFO News ($325 full value) • Access to social media template for posting on your social media

Text chat with booth attendees Attendee request with contact info

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2021 CSMFO CONFERENCE SPONSORSHIP OPPORTUNITIES

2021 CSMFO ANNUAL CONFERENCE

SPONSORSHIP LEVELS SUPPORTING $1,500

• Virtual exhibit page to include company description and link to your website • Four complimentary registrations ($800 value) • Company name on the sponsor list • Pre- and post-conference attendee registration lists • Inclusion in conference game • Descriptive tags so attendees can locate your exhibit page by topic, industry or category • Listed as a sponsor in the CSMFO Conference Magazine • 50% off rotating footer banner ad for three consecutive weeks anytime in 2021 on CSMFO News ($250 full value) • Access to social media template for posting on your social media

Showcase your company here

QUESTIONS?

VIEW A DEMO! To view a sample of a Premier exhibit page and see the exhibitor experience, click HERE for a 2 minute demo from our platform, Pathable! Note that Deluxe and Supporting booths only receive the benefits as stated on this prospectus. This is only a demo and certain design items will be tailored for the CSMFO event.

Reach out to Beth Ramirez at beth.ramirez@staff.csmfo.org to join a demo (dates and times to be announced) of the platform where she can address additional questions and walk you through the benefits!

2021 CSMFO CONFERENCE SPONSORSHIP OPPORTUNITIES

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2021 CSMFO ANNUAL CONFERENCE

ADDITIONAL INFORMATION A D D I T I O N A L AT T E N D E E S CSMFO Member

$200

Non Member

$250

DEADLINES January 15, 2021

No refunds after this date

January 22, 2021

Online Registration ends

January 25, 2021

Submission of all assets to CSMFO

January 29, 2021

Payments must be received by CSMFO to avoid a late fee of $100

February 28, 2021

CSMFO Conference Magazine Ad

If interested in utilizing your CSMFO News advertising discount please reach out to dgarrison@smithmooreassoc.com to get started. (Only applicable in the 2021 year.)

R E F U N D S A N D C A N C E L L AT I O N S All refunds and cancellations must be in writing to CSMFO (beth.ramirez@staff.csmfo.org) by January 15, 2021. Cancellations will be refunded until this date, less a 25% administrative fee. There will be no refunds after January 15, 2021.

O N L I N E R E G I S T R AT I O N Exhibitor and Sponsor registration will open November 16, 2020 and is available only online.

Please visit www.csmfo.org to register.

If mailing a payment, it must be received by January 29, 2021 to avoid a late fee of $100.

Please mail checks with backup to: CSMFO 700 R Street, Suite 200 Sacramento, CA 95811

TOGETHER TOWARD TOMORROW 8

2021 CSMFO CONFERENCE SPONSORSHIP OPPORTUNITIES

2021 CSMFO ANNUAL CONFERENCE

SPONSOR BENEFITS OVERVIEW PREMIER

DELUXE

SUPPORTING

Complimentary Conference Attendees

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Company Branded Commercial

✓

Breakout Session in your exhibit

✓

Logo on Conference E-mails

✓

Logo Placement on Virtual Conference Site

Home page, General Session Page, Breakout pages

Discussion page, Breakout Pages

Exhibit Page Communications

Video Chat

Text Chat

Request Info button

✓

✓

Sponsor Listing on Sponsor Tab

Large logo

Medium logo

Company Name Listed

Access to exhibit page data and attendees

✓

✓

✓

Receive full attendee list

✓

✓

✓

Inclusion in Conference Game

✓

✓

✓

Conference Magazine

Full Page Ad

Half Page Ad

Company Name Listed

CSMFO News

50% off Header Banner Ad

50% off Side Banner Ad

50% off Footer Banner Ad

Company Tags

✓

✓

✓

Access to social media

✓

✓

✓

templates

2021 CSMFO CONFERENCE SPONSORSHIP OPPORTUNITIES

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LOGO AND AD SPECIFICATIONS Due: January 25, 2021 to dgarrison@smithmooreassoc.com IMPORTANT- You must send your logo in both an eps/ai vector format and a 300DPI transparent png.

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. Any questions: dgarrison@smithmooreassoc.com

EPS

300DPI PNG

Low-Res PNG

JPEG

Premier Level Commercials - Your video should be in an MP4 format, 16:9 ratio, 24fps, 20-30 seconds exported at a high quality.

CSMFO CONFERENCE MAGAZINE AND CSMFO NEWS DISCOUNT P R E M I E R L E V E L - Full page ad in the Annual Conference Magazine ($400 value) and 50% off rotating top page banner ad for three weeks on CSMFO News ($400 value).

D E L U X E L E V E L - Half page ad in the Annual Conference Magazine ($250 value) and 50% off side banner ad for three weeks on CSMFO News ($325 value).

S U P P O R T I N G L E V E L - Listed as a sponsor in the CSMFO Magazine and 50% off rotating foot banner ad for three weeks on CSMFO News ($250 value).

CSMFO NEWS Dimensions File Type: 300 dpi PDF (will be converted to JPEG) Rotating Top Page Banner 1800px X 450px Rotating Article Side Banner 240px X 960px Rotating End of Article Banner 1800px X 180px

Annual CSMFO Conference Magazine File Type: 300 dpi PDF (Please do not add a stroke to your ad.)

Full Page Ad 8.5”W x 11”H – Full Dimensions Half Page Ad 4.25”W x 11”H – Full Dimensions

When your ads are complete, label them with your sponsor level, the size of the ad and your organizations name and send them with a copy of your registration confirmation email to dgarrison@smithmooreassoc.com.

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2021 CSMFO CONFERENCE SPONSORSHIP OPPORTUNITIES

ADVERTISING RECOMMENDATIONS Engaging and successful ads are simple, succinct and vibrant. Paragraphs and details are for your website, ads are where you catch the eye and make them want to learn more. Minimal text and vibrant professional images shows confidence in your message or product. Less is always more. While these examples are not the CSMFO ad dimensions, they illustrate a professional direction to take your design.

WWW.WEBSITE.COM

Advice for people transforming their world Financial Advisory Asset Management Consulting Financial Modeling powered by Whitebirch Alternative Finance Specialized Services L O S A N G E L E S | 213.489.4075 S A N F R A N C I S CO | 415.982.5544 pfm.com

WWW.WEBSITE.COM

For important disclosure information please go to pfm.com/disclosures

2021 CSMFO CONFERENCE SPONSORSHIP OPPORTUNITIES

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READY TO REGISTER? Please visit www.csmfo.org where you can view the rules and regulations, choose your Exhibitor/Sponsorship level, begin and complete payment (with Visa or Mastercard), and be that much closer to supporting CSMFO and experiencing this exciting virtual event. Remember to hold on to your confirmation email so you can send your required conference design materials to dgarrison@smithmooreassoc.com.

Questions? Please contact Beth Ramirez, CSMFO Exhibitor & Sponsor Manager at beth.ramirez@staff.csmfo.org or 714-616-4306.

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2021 CSMFO CONFERENCE SPONSORSHIP OPPORTUNITIES

2021 CSMFO ANNUAL CONFERENCE

TOGETHER

TOWARD

TOMORROW “I look forward to welcoming you to the 2021 CSMFO Annual Conference, taking place February 16 – 18, 2021 and again thank you for your passion and support.”

Marcus Pimentel 2021 CSMFO CONFERENCE SPONSORSHIP OPPORTUNITIES

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2021 CSMFO ANNUAL CONFERENCE

TOGETHER TOWARD TOMORROW 14

2021 CSMFO CONFERENCE SPONSORSHIP OPPORTUNITIES