2010 SCACPA Marketing Guide

Marketing Guide

South Carolina Associationof Certified Public Accountants

Exhibit, Sponsorship & Advertising Opportunities

South Carolina

CPA

2

Table of Contents2 Key Contacts

3 SCACPA Profile

4 Conference Sponsorships

4 Conference Exhibit Opportunities

5 Events Classes, Rates and Deadlines

6 Conference Schedules, Details and Rates

8 Exclusive Sponsorship Events

10 SCACPA Member Event Sponsorship and Exhibit Opportunities

13-14 Sponsor/Exhibitor Application

15-17 Sponsor/Exhibitor Logistics, Terms and Conditions

18-19 Print and Electronic Advertising

20-21 Advertising Rate Sheets

22 Affinity Program Information

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

Key ContactsCONFERENCES AND SEMINARS

April CoxEducation Manager

[email protected](888) 557-4814 ext. 110

MEMBER AND SPECIAL EVENTSSandra Oxner, CMP

Chapter and Member Events [email protected]

(888) 557-4814 ext. 112

ADVERTISING (Print and Electronic)Emily Allen

Communications [email protected]

(888) 557-4814 ext. 106

AFFINITY PROGRAMSKatherine Swartz, CAE

Member Services [email protected]

(888) 557-4814 ext. 105

Myrtle Beach State Dance: Shag Caesars Head Overlook

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

3

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

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

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

SCACPA Profile1. Professionals in a position to not only use your service or product, but also recommend it to colleagues or clients CPAs are trusted by companies, consumers and colleagues every day for their financial expertise. If your product or service makes an impression on CPAs, you can be sure their clients will hear about it as well.

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

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

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

Get valuable exposure to a targeted audience of CPAs and financial professionals, and take advantage of the opportunity to introduce them to your product or service. SCACPA offers a variety of events throughout South Carolina at which to sponsor or exhibit. Choose to sponsor events, tote bags, networking receptions, and more. Plus, receive additional discounts by sponsoring or exhibiting at multiple events!

30%

27%21%

13%

5%5%

Columbia

Greenville/Spartanburg

Charleston/Hilton Head

Myrtle Beach/Florence

Rock Hill

Out of State

CPA CITY LOCATION IN SOUTH CAROLINA

0 5 10 15 20 25 30 35Senior Management (20+ years

certified)

Middle Management (10-20 years

certified)

First-time manager (6-10 years

certified)

Students and CPA CandidatesEarly Career (1-5 years certified)

4

Gold SponsorshipLimited to two companies per conference and one perbusiness type (i.e. one consulting firm, one CPA firm, one placement firm, etc.)• Entireexhibitorpackage(seedetailsbelow)• Signagewithcompanynameatevent• Companylogoinclusioninpromotional conference brochure*• CompanylogoonconferenceWebpagewith

link to company Web site• Companylogowithlinkandcompany description (50 words or less) on the SCACPA

Marketplace Web page for the entire year• Listofconferenceattendees (provided at the conference)• RecognitioninTheCPAReportprofessional

journal and Current Assets e-Newsletter • Opportunitytobeagreeterateventregistration

desk• Companylogoonthecoveroftheconference

manual*• Onepagecoloradvertisementinattendee

manual (8.5x11”, no bleeds)*

Silver Sponsorship• Entireexhibitorpackage(seedetailsbelow)• Signagewithcompanynameatevent• Companylogoinclusioninpromotional conference brochure*• CompanylogoonconferenceWebpagewith

link to company Web site• Companylogowithlinkandcompany description (50 words or less) on the SCACPA

Marketplace Web page for the entire year• Listofconferenceattendees(providedatthe

conference)• RecognitioninTheCPAReportprofesional

journal and Current Assets e-Newsletter • Companynamelistinginconferencemanual*

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

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

Conference Exhibit OpportunitiesExhibitor opportunities at SCACPA conferences allow for net-working, face-to-face contact with future and current clients and customers, and the opportunity to expose your products and services to a target group of accounting professionals. Exhibitor Package Includes• One8’tableandtwochairs• Lunchwithattendees(Limitedtotwoperexhibitor per day)• Companynamelistinginconferencebrochure*• Companynamelistinginconferencemanual*• Listofconferenceattendees(providedatthe conference) • Opportunitytoprovidedoorprizestoattendees• CompanynamelistingonconferenceWebpage• Signageatevent

The exhibitor package DOES NOT include:• Telephone/Internetconnection• Electricalconnection• Additionaleaselsortables• Shipping/Freight• Boothsetup• AdditionalMeals

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

Dreher Island

State Fish: Striped Bass (Rockfish)

State Reptile:Loggerhead Turtle

5

New In 2010: Concierge PackageWhen you choose the Concierge exhibit option, we will make your materials available to conference attendees. Simply ship us the materials you would like displayed, and we will place them on a table with your company’s name. This is a perfect alternative for those who cannot attend but want to have a presence at the event.

Concierge Package Includes• One8’table• Companynamelistinginconferencemanual*• Listofconferenceattendees(PDFisprovidedafterthe conference) • Signageatevent

This package does not include setting up custom display booths or the cost of shipping your materials back to you. If you want materials shipped back to you, it would be at your expense.

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

CLASS A EVENT RATESNonprofit Conference (Discount Deadline: March 4)Audit of Benefit Plans Conference (Discount Deadline: March 25)Government Conference (Discount Deadline: April 1)

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

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

Gold Sponsorship: $875 Gold Sponsorship after deadline: $1075 Silver Sponsorship: $625Silver Sponsorship after deadline: $825Exhibitor Package: $275

Exhibitor Package after deadline: $375Concierge Option: $150

CLASS C EVENT RATESIndustry Conference (Discount Deadline: August 19)A&A Conference(Discount Deadline: October 14)

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

Event Classes, Rates and Discount Deadlines

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

For additional information on conference sponsorships and exhibitor packages, contact April Cox at (803) 791-4181 ext. 110 or e-mail [email protected].

30%

26%

8% 8% 7% 5% 5% 4% 4% 2% 2%

6

Nonprofit Conference (NEW!) April29,2010•ColumbiaAnticipated attendance: 50-100Conference Specifics: This one day conference, developed by SCACPA and the South Carolina Association for Nonprofit Organizations (SCANPO), is the only financial conference in the state geared to specifically meet the needs of CPAs and the financial staff who serve in and work with both large and small nonprofit organizations.

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

Audits of Benefit Plans ConferenceMay20,2010•ColumbiaAnticipated attendance: 50-100Conference Specifics: This conference is designed for CPAs that perform audits of benefit plans.

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

Conference Schedules, Details and Rates

Government ConferenceMay27,2010•ColumbiaAnticipated attendance: 100-150Conference Specifics: This one-day conference is designed for CPAs, auditors and accountants in or providing services to local, state and federal governments. This conference provides insight and understanding on new developments in government accounting and auditing, and other areas deemed appropriate.

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

Technology ConferenceJuly20,2010•ColumbiaAnticipated attendance: 100-150Conference Specifics: This one-day conference is designed to provide participants with the tools and skills they need to keep up with the ever-increasing pace of changes in technology.

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

Litigation ConferenceSeptember16,2010•ColumbiaAnticipated attendance: 50-100Conference Specifics: This one day conference is designed for CPAs, attorneys and other financial professionals who prepare, critique or use valuations of closely held businesses and professional practices for the purpose of estate, gift and income tax reporting, financial reporting, mergers and acquisitions, divorce, commercial litigation and other ap-plications.

Class B RatesDiscounted Rate Deadline: July 22, 2010Brochure publication deadline: June 24, 2010

Hagood Mill

State Food (unofficial): Grits

Hospitality Beverage: Tea

Snack Food: Boiled Peanuts

Evening at Harbour Town, Hilton Head

State Shell: Lettered Olive

State Marine Mammal: Bottlenosed Dolphin

7

Emerging Leaders Conference (NEW!)September23-24,2010•CharlestonAnticipated attendance: 50-100Conference Specifics: Hosted by the SCACPA Young CPAs Leadership Cabinet, this new two-day conference will feature a variety of technical and leadership topics arranged by young CPAs for young CPAs. Our target attendees are ages 35 and younger.

Class B RatesConference Attendee Gift Sponsor: Call for quoteDiscounted Rate Deadline: July 29, 2010Brochure publication deadline: July 1, 2010

Industry ConferenceOctober11-12,2010•ColumbiaAnticipated attendance: 150-200Conference Specifics: A two-day conference to update CPAs in industry, including CEOs, CFOs and Controllers, on various topics of importance to CPAs not in public practice including employment law, employee benefits, risk management and much more.

Class C RatesConference Attendee Gift Sponsor: Call for quoteDiscounted Rate Deadline: August 19, 2010Brochure publication deadline: July 22, 2010

Women In Leadership Conference (NEW!)October28,2010•ColumbiaAnticipated attendance: 50-100Conference Specifics: Attend our 2010Women in Leadership Conference to meet other women who have achieved professional success. Join CPAs from all over the state to learn the secrets of personal and professional success.

Class B RatesConference Attendee Gift Sponsor: Call for quoteDiscounted Rate Deadline: September 2, 2010Brochure publication deadline:August 5, 2010

Hot Topics Conference (NEW!)December1,2010•ColumbiaAnticipated attendance: 50-100Conference Specifics: One of SCACPA’s newest confer-ences, the Hot Topic Conference is focused on international business this year. This program covers a variety of topics and will enable participants to be ahead of the profession’s impending transformation. We’ve assembled speakers from around the country to provide the most relevant and up-to-date information to ensure you’re ready for what’s next.

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

Accounting & Auditing ConferenceDecember 9-10, 2010 •CharlestonAnticipated attendance: 150-200Conference Specifics: CPAs in public practice, industry, and government attend this top-rated conference. With many sessions to choose from, both the traditional and non-traditional CPA will benefit.

Class C RatesConference Attendee Gift Sponsor: Call for quoteDiscounted Rate Deadline: October 14, 2010Brochure publication deadline: September 16, 2010


Evening at Harbour Town, Hilton Head

State Shell: Lettered Olive

State Marine Mammal: Bottlenosed Dolphin

8

2010 Vacation ClustersThese popular multi-day seminar series mix CPE and recreation spread over three days. A diversified group of industry and public practice CPAs come for a mix of accounting and auditing, management and tax topics.

Upstate Cluster • Greenville May 17-19, 2010Average Attendance: 60-80

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

Exclusive Sponsorship: $750Brochure Deadline: March 5, 2010Exclusivesponsorshippriceisforonelocationonly.Vendormustchoosespecificlocationwhenregistering.BundlewithSCACPAand save $500 by sponsoring all four Vacation Clusters for only $2500.

Exclusive Sponsorship Events: Be the Spotlight Sponsor!

Get maximum exposure with an exclusive sponsorship of these CPE events where the spotlight shines only on you! Sponsorships must be secured at least eight weeks prior to the event.

Exclusive Special Event Sponsorship Package• Premiumcompanylistingwithlogoinevent

marketing brochure (when payment is received prior to publication deadline)

•CompanylogowithlinktocompanywebsiteonSCACPA’s event marketing Web page

•Promotionine-promotionsandeventreminders•Onepageofcompanyliteraturedistributedto

participants at event•Oneexhibittableandtwochairs• Lunchwithattendees(Limitedtotwoper

exhibitor per day)• Listofattendees(providedattheevent)• Exclusivesponsorsignageatevent•Companylogowithlinkandcompanydescription

(50 words or less) on the SCACPA Marketplace Web page for the entire year

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

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

Greenville Liberty Bridge

State Music:The Spiritual

Popular Music: Beach Music

State Opera:“Porgy and Bess”

9

Personal Financial Planning ConferenceOctober19,2010•WestColumbiaAverage attendance: Up to 50Conference Specifics: This one-day conference is designed for all practitioners who provide clients with personal financial planning services or who wish to add this growing service to their practice.

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

Accounting Educators’ ForumDecember17,2010•ColumbiaAverage attendance: 45Conference Specifics: The SCACPA Accounting Careers and Academic Relations Task Force plans this annual symposium, a full day of CPE arranged by educators for educators. The ex-clusive sponsorship includes a 25 minute educational session opportunity over lunch.

Exclusive Sponsorship: $750Brochure publication deadline: September 24, 2010

Federal Tax Update with Walter Nunnallee “2010 Road Tour”Connect with more than 700 CPAs all in one week with the most popular CPE seminar series SCACPA offers!

Dates are as follows:December13,2010•FlorenceAverage attendance: 100-125

December14,2010•HiltonHeadAverage attendance: 100-125

December15,2010•ColumbiaAverage attendance: 250-300

December16,2010•GreenvilleAverage attendance: 250-300

Exclusive Sponsorship: $1000Exclusive sponsorship price is for one location only. Vendor must choose specific location when reg-istering.BundlewithSCACPAandsave $500 by sponsoring the entire series for only $3500.Brochure Publication Deadline: September 20, 2010

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


The Newberry Opera House

Jones Gap Middle Saluda River

10

PLATINUM SPONSORYour company’s name is tied to The Summit, for example, “2010 CPA Summit, presented by Your Company.” Includes all gold level sponsorship benefits below. Platinum Sponsor: $5,000

GOLD SPONSORSHIPLimited to three sponsors and one per business type (i.e. one consulting firm, one CPA firm, one placement firm, etc.)• Entireexhibitorpackage(seepage4)• Signagewithcompanynameatevent• Companylogoinclusioninpromotionalconference

brochure*

• CompanylogoonconferenceWebpagewithlinktocompany Web site

• Companylogowithlinkandcompanydescription(50words or less) on the SCACPA Marketplace Web page for the entire year

• Listofconferenceattendees(providedattheconference)

• RecognitioninTheCPAReportprofessionaljournalandCurrent Assets e-Newsletter

• Opportunitytobegreeterateventregistrationdesk• Companylogoonthecoveroftheconferencemanual*• Onepagecoloradvertisementinattendeemanual

(8.5x11”, no bleeds)*

Choose From the Following Gold Level Events Student and New CPA Recognition Luncheon Benefits: Recognition card on every table; logo recognition in event program; verbal appreciation; up to

eight luncheon reservations Membership Reception Benefits: Attend and network at this exclusive event; up

to four reservations Leadership Day Luncheon (BoardofDirectors,ChapterOfficersandCommittee

Chairs) Benefits: Network with the current cadre of association

leaders; verbal recognition

Gold Sponsorship: $1,200 Gold Sponsorship after September 16, 2010: $1,400

SCACPA Member Event Sponsorship and Exhibit Opportunities

This premier annual event, which will be held November 11-12 in Columbia, provides members with a profession update, successes for the current year, and goalsfortheupcomingyear.Thereisalsotheinstallationofincomingofficers,recognitionofoutgoingBoardMembers,Student Recognition Luncheon honoring our 2010-2011 scholarship recipients and the bi-annual New CPA Oath Ceremony. The target attendance is association leaders, including chapter officers, committee chairs, committee members and other members actively involved in SCACPA.

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

2010 CPA Summit Special Sponsorship Opportunities

Riverbanks Zoo and Gardens

11

SILVER SPONSORSHIP• Entireexhibitorpackage(seepage4)• Signagewithcompanynameatevent• Companylogoinclusioninpromotionalconference

brochure• CompanylogoonconferenceWebpagewithlinkto

company Web site• Companylogowithlinkandcompanydescription(50

words or less) on the SCACPA Marketplace Web page for the entire year

• Listofconferenceattendees(providedattheconference)• RecognitioninTheCPAReportprofessionaljournaland

Current Assets e-Newsletter • Companynamelistinginconferencemanual*

Choose From the Following Silver Level Events Old Guard Reception (lifetime members, holding

membership for 30-plus years): $750 Benefits: Attend and network at this exclusive event; logo

placement in Summit program Circle of Excellence Awards Dinner Centerpiece

Sponsorship: $500 Benefits: Recognition card on every table; company name

listed in program; verbal recognition

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

CUSTOM SPONSORSHIP OPPORTUNITIESStudent & New CPA Recognition Luncheon Table

Sponsor: $250 Benefits: Verbal appreciation; Company name in program;

Up to four luncheon reservations Circle of Excellence Awards Dinner Table Sponsorship:

$500 Benefits: Dinner reservations for up to eight attendeesAttendee Gift Sponsor: Call for quote Benefits: Co-brand a gift item for all Summit attendees with

your logo and SCACPA’s. Ideas include tote bag, nametag lanyards and learning journals

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

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

For more information on member event sponsorships and exhibitor packages, contact Sandra Oxner at (803) 791-4181 ext. 112 or e-mail [email protected].

Columbia Skyline

State Stone: Blue Granite

State Tartan: Carolina Tartan

State Tree: Sabal Palmetto

(Cabbage Palmetto)

12

Professional Issues Updates“Road Tour” Package Sponsorship

New CPA Oath Ceremonies: April 28 and November 12

SCACPA,inconcertwiththeSouthCarolinaBoardofAccountancy,presents two memorable CPA Oath Ceremony Luncheons each year to welcome the newest CPA licensees to the profession and recognize them for their achievement. These elegant events honor new CPA licensees and bringtogetherSCACPABoardofDirectors,themembersoftheBoardofAccountancy, partners of CPA firms and more for the occasion.

Take advantage of the opportunity to associate your company with this wonderful event. There is no better opportunity to sell to the coveted audience of South Carolina CPAs at the start of their CPA career and to gain access to veteran CPAs who are there to honor their newest colleagues. CPAs are confidently loyal and become great advocates to their clients and colleagues.

GOLD SPONSOR: $1000 (per event)• Upto16luncheonreservations(twotables)• Companylogoinclusioninceremonyinvitation*• Companylogoinclusioninceremonyprogram• CompanylogooneventWebpagewithlinktocompanyWebsite• Companylogowithlinkandcompanydescription(50wordsorless)

on the SCACPA Marketplace Web page for the entire year• Listofceremonyattendees(providedattheceremony)• Verbalrecognitionduringtheceremony• RecognitioninTheCPAReportprofessionaljournalandCurrentAssets

e-Newsletter

SILVER SPONSOR: $500 (per event)• Uptoeightluncheonreservations(onetable)• Companynameinclusionineventinvitation*• Companynameinclusioninceremonyprogram• CompanynameoneventWebpagewithlinktocompanyWebsite• Companylogowithlinkandcompanydescription(50wordsorless)

on the SCACPA Marketplace Web page for the entire year• Listofconferenceattendees(providedattheconference)• Verbalrecognitionduringtheceremony• RecognitioninTheCPAReportprofessionaljournalandCurrentAssets

e-Newsletter

BRONZE SPONSOR: $250 (per event)Includes four luncheon reservations and logo placement in program

NEW CPA GIFT: $750 (per event)Receive permanent recognition at this signature event. Framed oath and photo will include a card with your company’s logo; logo placement in event program; verbal recognition during event

*Payment and artwork MUST be received prior to publication deadline, March 31 (for April 28 event) and September 16 (for November 12 event).

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

Cities on the tour include:AndersonCharlestonColumbiaFlorenceGreenville

Package includes sponsorship and exhibit space, plus:• Verbalrecognitionatallevents• Opportunitytoprovidedoorprizesatallevents• Attendees’listforallevents• Logolinkine-mailpublicationsandWebsite

pages regarding these events• Logoplacementinprintedmarketingpublications

for the events• Limitedtotwoexhibitorsperevent

Total Investment: $6,000 for entire series or $750 per event

Hilton HeadMyrtleBeachRock HillSpartanburg

The Reedy River in downtown GreenvilleCourtesy of Greenville CVB

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CONFERENCES GOLD SPONSOR SILVER SPONSOR EXHIBITOR PACKAGE CONCIERGE PACKAGE

ATTENDEE GIFT SPONSOR

m Nonprofit April 29, 2010

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

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


m $150

m Audits of Benefit Plans May 20, 2010

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



m $150

m Government May 27, 2010

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



m $150

m Technology July 20, 2010

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



m $150

m Litigation September 16, 2010

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



m $150

m Emerging Leaders September 23-24, 2010




m $150 m Call for Quote

m Industry October 11-12, 2010

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




m Women in Leadership October 28, 2010

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




m Hot Topics December 1, 2010

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



m $150

m Accounting & Auditing December 9-10, 2010





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

NEW CPA OATH CEREMONY: APRIL 28 and NOVEMBER 12

m Gold Sponsorship - $1000 (per event) m Silver Sponsorship - $500 (per event)

m Bronze Sponsorship - $250 (per event)

m Attendee Gift Sponsor - $750 (per event)

CLUSTERS & SPECIAL EVENTS EXCLUSIVE SPONSORSHIP BUNDLE

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

m $750 (per location) m $2500 (includes all fourlocations)

m Personal Financial Planning Conference, October 19 m $550

Federal Tax Update with Walter Nunnallee m Florence, December 13 m Hilton Head, December 14

m $1000 (per location) m $3500 (includes all four locations)

m Accounting Educators' Forum, December 17 m $750

Professional Issues Updates m Anderson m Charleston m Columbia

m $750 (per location) m $6000 (includes all ninelocations)

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

m Columbia, December 15 m Greenville, December 16

m Florence m Greenville m Hilton Head

m Myrtle Beach m Rock Hill m Spartanburg

2010 CPA SUMMIT COMBINED WITH TAX CONFERENCE

m Platinum Sponsor - $5,000 m Gold Sponsorship By September 16 - $1,200After September 16 - $1,400

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

m Silver SponsorshipBy September 16 - $950After September 16 - $1,150

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

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

m Concierge Package - $250

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

2010 Exhibitor/Sponsor Application * Marketing contract is the person who the SCACPA CPE Department will work with to obtain the exhibitor/ sponsor application, payment, signed contract, company description, logo and other necessary items.

** 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.

Your signature right indicates that you understand and agree to the terms provided on pages 16-17 of this marketing guide. Booths will not be reserved without the company representative’s signature and payment.

Marketing Contact Name*

Title

Firm/Company

Address

City/State/Zip

Phone Fax

E-mail Address

ON-SITE CONTACT NAME ONE**

Contact Name:

Title:

Firm/Company:

Address:

City/State/Zip:

Phone:

Fax:

Email:

Cell phone for emergencies:

ON-SITE CONTACT TWO

Contact Name:

Title:

Firm/Company:

Address:

City/State/Zip:

Phone:

Fax:

Email:

Cell phone for emergencies:

COMPANY INFORMATION

Company Name to appear on signage:

Web site Address:

Product/Service:

Signature:

Date:

NOTE: Please attach a description of your company’s services/products (limited to 50 words - required). SCACPA reserves the right to edit your description. You may also email your logo and description to April Cox at [email protected].

Mail to: SCACPA; 570 Chris Drive; West Columbia, SC 29169 | Fax to: (803) 791-4196 | Email to: [email protected]


PAYMENT INFORMATION

PAYMENT METHOD q CHECK CREDIT CARD q Visa q MasterCard q American Express q Discover PAYMENT TOTAL $

Credit Card Number

Expiration Date Security Code/CCV#

Signature Date

15

Sponsor/Exhibit LogisticsDiscounts and Special Rates• Exhibit/Sponsorattwoconferencesandreceive$50offthe

cost of the second conference.• Exhibit/Sponsoratthreeconferencesandreceive$75offthe

cost of the second and third conference.• Exhibit/Sponsoratfourconferencesandreceive$100offthe

second, third, and fourth conference.

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

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

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

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

Sponsor/Exhibitor Application/Contractyour 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.

Issaqueena FallsState Wildflower: Goldenrod

Myrtle Beach Fishing PierState Dog: Boykin Spaniel State Wild Game Bird: Wild Turkey


16

1. Eligible Exhibitors: The Association reserves the right to determine the eligibility of any company or product for inclusion in the exhibition.

2. Full payment must accompany the application/contract. Exhibitors will not be allowed access to the conference until all fees are paid in full.

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

4. To ensure signage preparation and inclusion in event materials, sponsorship reservations must be made at least 90 days before the event date. Sponsorships will be accepted after the deadline date (within 90 days prior to the event date), however 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 booth.

11. Boothsmustbekeptclean.Theflooranddisplayareasof the booth must be clear of debris. Exhibitors will be liable for any extra clean-up costs incurred due to displays, food machines and other means.

12. The use of promotions, premiums, lotteries or giveaway contests must be approved by SCACPA management. Such approval may be granted or withheld with or without cause at the discretion of SCACPA management.

13. Objectionable practices by exhibitors or official suppliers should be reported immediately and not after the conference is completed.

14. It is agreed that SCACPA and the host facilities shall not be liable for any damage to, or destruction of, any exhibit from any cause or for the theft or disappearance of any exhibit or any property contained in or about the exhibit booth area.

15. The exhibitor agrees to indemnify and hold harmless SCACPA and the host facilities or their employees or their representatives against any and all liabilities for damage, injury or loss to all persons and any and all claims arising out of acts or omissions of exhibitors, their employees or their representatives.

Exhibitor/Sponsor Terms and Conditions

Boone Hall Plantation

17

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 REQUIREMENTS28. In accordance with ADA requirements, if you are disabled and require special services, please contact our office.

INTERPRETATION OF RULES29. The interpretation of all rules and regulations is the responsibilityoftheSCACPABoardofDirectorsortheirdesignated representative. All decisions of said group or representatives are final.

CANCELLATION POLICY30. Up to a full refund will be given if cancellation is received in writing 90 days before the event, depending on which sponsorship benefits have already been provided. No refunds will be given to cancellations received 30 days or less prior to the conference.

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 SUBMISSION18. Submit high resolution logo (1” square) to [email protected] 90 days/3 months prior to event for placement on the Web site and in printed materials.

19. Submit high resolution advertisement artwork (8.5 x11”, no bleeds) in PDF format to [email protected] 60 days prior to event for placement in the printed materials.

BOOTH CONSTRUCTION20. Furnishings: SCACPA will provide each exhibitor, a sign, one table, two chairs and event meals for up to two representatives for the number of days exhibiting. Special electrical, labor or phone line needs can be arranged at exhibitor’s request and expense in addition to exhibit cost. Other needs (i.e., additional tables and chairs, telephone line, and extension cords) must be contracted between the exhibitor and the host facilities. (Please note that any additions, i.e. tables and chairs, must remain within your allotted space and may not impede the flow of traffic.)

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 booth which may obscure the view of any adjacent booths.

23. All materials used for decorating must be flameproof.

24. Construction and signs that are more than eight feet in height are to be approved by SCACPA management.

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.


DID YOU KNOWLargest county (land area): Horry (1,133 sq. miles)

Largestcounty(land&waterarea):Berkeley(1,230 sq. miles)

Smallest county: McCormick (360 sq. miles)

Largest lake: Lake Marion (172.8 sq. miles)

Largest river: Santee River (143 miles long and drains 40% of the state)

Longest river: Savannah River (238 miles = length of river segment that borders SC)

18

Print and Electronic AdvertisingThe 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.

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

BundlewithSCACPAandreceiveafreeWebsitead by purchasing at least two months of full page advertisements in the CPA Report (a $3,000 value).

South Carolina Association of Certified Public Accountants

F i r s t E d i t i o n 2 0 1 0

Tax Season Q&A, page 11

IRS-DOR Meeting Update, page 12

Tax Time Twitter, page 14

Making it Through the Busy

Season, page 16

Perfect Workday, page 18

Season 2010TAX

CPA Report

CPA ReportCPA ReportSouth Carol ina

South Carolina Association of Certified Public Accountants Magazine

Payment Card Security

TIPRA 2005 and Roth

Conversions

Sampling

of 2009 Tax

Law Changes

CPA ReportCPA ReportSouth Carol ina

South Carolina Association of Certified Public Accountants Magazine

Leadership in Times

of Change

2009 Summit &

Member Meeting Preview

Social Media Tips

Quarterly CPE Catalog

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

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

3

Inv� t in Your Succ� South Carolina Association of Certifi ed Public Accountants

January - March 2010

South Carolina

CPA

Inv�t in Your Succ�

South Carolina Association of Certi�ed Public Accountants

South Carolina

CPA

Inv�t in Your Succ�.

South Carolina Association of Certi�ed Public Accountants

APRIL - JUNE 2009

South Carolina

CPANewberry Opera House

DID YOU KNOWSC GeographyTotal area: 31,189 square miles (40th largest state)Land area: 30,111 square miles (96.5%)Inland water area: 1,006 square milesCoastal water area: 72 square miles

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Current Assets Monthly E-Newsletter

SCACPA members receive a monthly e-mail newsletter, Current Assets. This newsletter averages a 40% open rate and 30% click-through rate and is distributed to more than 3,500 members each month.

Prices: $300 per issue/month, image ad and link. 1” square artwork with live link to your site. Logo will be placed prominently in the right column of the e-mail. SCACPA will provide regular information on click-through rates of the live link upon request. The e-mail is sent on the first Thursday of every month.

SCACPA Web site, www.scacpa.org

SCACPA’s Web site receives an average of 4,000 unique visitors eachmonth,andnearly30%returnmorethanonce.BecauseCPAs are required to earn 40 hours of continuing education each year, most use the SCACPA Web site as a vehicle to research available classes and register online. A display ad in any of the sections of the SCACPA site will serve as a link to your company’s Web site and provide your company a great deal of exposure.

For additional information on print and electronic advertising, contact Emily Allen at (803) 791-4181 ext. 106 or e-mail [email protected].

Tuesday Teaser Weekly E-Blast

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

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

February 4, 2010 Volume 2010, Issue 2

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

ASSOCIATION NEWS2010 is Important Election Year in SCThis year all state constitutional offices along with all seats in the House of Representatives are up for election. With the many challenges our state is facing it is critical that strong, smart and thoughtful leaders fill these positions. By providing financial support to candidates, the CPA profession can demonstrate a commitment to pro-business issues.

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

Know Your Local Legislator? Help Strengthen the Profession's Voice! SCACPA's Legislative Committee is actively seeking KPCs - Key Person Contacts for all members of the State General Assembly. Do you have a legislator as a client? Know them through a civic or religious organization? Have mutual friends? Live/work in their district? It is important to the CPA profession that we maintain a strong voice to protect the profession and the clients we represent.

To view a list of legislators for which we are currently seeking Key Person Contacts, please click here.To learn more about becoming a KPC, please contact Glenna Minor at [email protected].

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

In This IssueLead StoryAssociation NewsSustainabilityState & National NewsMember & Profession NewsYoung CPA NewsChapter ConnectionsContinuing ProfessionalEducationClassifieds

Click the image below to read SCACPA's Blog:

Keeping Balanced

Page 1 of 5Is your firm sustainable?: Current Assets, February 2010

2/16/2010http://ui.constantcontact.com/visualeditor/visual_editor_preview.jsp?agent.uid=110294930...

Tuesday Teaser February 16, 2010

Presented by the South Carolina Association of

CPAs

FollowSCACPA's Blog!

(Click the icon below)

Grand Strand Cluster: June 14-16, 2010Marriott Beach Resort at Grande DunesMyrtle Beach, SC

Look for Registration to Open in March 2010!

June 14, 2010

Loscalzo's Frequently Asked Questions in GAAP Financial Statements (Accounting)

Fair Value Accounting in the 21st Century (Accounting) Innovative Tax Tips for Small Businesses (Tax) The CPAs Role in Buying or Selling a Business (Tax)

TUESDAY TEASER HINT

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

SCACPA'S Customized Training Program

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

Brochure

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

Page 1 of 4Grand Strand Cluster Dates - Tuesday Teaser 02/16/10

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

Prices: 1”X2” Rotating Ad: $1,500 per year or $150 per month. Includes live link to your Web site; SCACPA Market Place link: $150 annually. Left column ads are placed on the left-hand side of the Web site and appear on every page (other than the home page). Flash and animation are subject to approval by SCACPA.

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

publish advertising from companies whose programs, services, products, etc. compete with those offered by SCACPA to its members. Advertiser assumes liability for the content of its ads.

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CPA Report Print Advertising Contact/ApplicationI would like to purchase the following ad space in the 2010 South Carolina CPA Report (circulation 3,900):

One Issue Two Issues Four Issues Size

Back Cover o $925 o $870 o $775 8.5” x 11”

Inside Cover o $850 o $725 o $660 8.5” x 11”

Full Page o $795 o $710 o $638 8.5” x 11”

Half Page o $560 o $475 o $425 8.5” x 4.75”

Quarter Page o $480 o $390 o $365 3.75” x 5”

Issue Deadline

oSummer March 15, 2010

oFall June 15, 2010

oWinter September 15, 2010

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

CLASSIFIED ADVERTISING IN THE CPA REPORTRates: $1 per word for members, $2/nonmembers, minimum $30. Fee applies to special typeface treatment (bold or specialized headings, larger font size, etc.) or adding an electronically submitted logo or art. Advertising deadlines also apply to classified ads. Fax or e-mail typed copy to [email protected] or (803) 791-4196.

PLEASE NOTEElectronic 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 [email protected] 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.

CONTR AC TI 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: ____________________________________________

BILLINGADDRESS(o CLIENT or o AGENCY): __________________________________________________________________________________

CITY: ______________________________________ STATE: ____________ ZIP: ______________ PHONE: _________________________________

FAX: ______________________________ E-MAIL: ______________________________________________________________________________

For more information about the South Carolina CPA Report, or other advertising opportunities, please contact

Emily Allen, Communications Coordinator (888) 557-4814 (toll free in SC) or [email protected].

Please mail or fax completed contract to: South Carolina Association of CPAs570ChrisDrive•WestColumbia,SC29169

o Billme. 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: CCV#:

BILLINGADDRESS:

CITY/STATE/ZIP:

SIGNATURE:

Please indicate method of payment:PAYMENT INFORMATION

PRINT NAME:

DATE:

Fax: (803) 791-4196

21

o Visa o MasterCard o Discover o American Express

CARD #:

EXPIRATION DATE: CCV#:

BILLINGADDRESS:

CITY/STATE/ZIP:

SIGNATURE:

Print and Electronic Advertising Contact/Application ADVERTISER: _______________________________________________ LOCAL CONTACT: ______________________________________________

AGENCY: ___________________________________________________ AGENCY CONTACT: ____________________________________________

BILLINGADDRESS(o CLIENT or o AGENCY): __________________________________________________________________________________

CITY: ______________________________________ STATE: ____________ ZIP: ______________ PHONE: _________________________________

FAX: ______________________________ E-MAIL: ______________________________________________________________________________

ADVERTISING OPPORTUNITIES

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

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

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

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

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

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

q Annually, $4,500

m SCACPA Web site1”X2” Rotating Ad: $1,500 per year or $150 per month.q March, 2010 q April, 2010q May, 2010 q June, 2010q July, 2010 q August, 2010

q SCACPA Market Place link: $150 annually

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



PAYMENT INFORMATION

PAYMENT METHOD q CHECK CREDIT CARD q Visa q MasterCard q American Express q Discover TOTAL $

Credit Card Number

Expiration Date Security Code/CCV#

Signature Date

PLEASE NOTEElectronic Transmission of Ads: The preferred method for receiving ads is PDF (for print ads) or JPEG (for electronic ads) submitted to size electronically. Ads and/or ad materials should be e-mailed to [email protected] or delivered on disk to the address below.

Limitations: No positions are guaranteed. Ad rates above apply for full color, two-color and black & white ads. Advertisements for any continuing professional education program will not be accepted. Advertisers assume liability for content of their ad. Content: All advertising is subject to review of content prior to being accepted for publication. Publication of an advertisement does not constitute an endorsement of the product or service by the South Carolina Association of Certified Public Accountants.

For more information about advertising

opportunities, please contact Emily Allen,

Communications Coordinator

1-888-557-4814 (toll free in SC) or

[email protected].


22

Affinity Program Information/ApplicationSCACPA 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 APPLICATIONFor use by vendors wishing to promote products/services at a discounted rate to members of the South Carolina Association of CPAs.

MARKETING STRATEGYYour 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 If Yes, Mailing Frequency: o Annual o Semi-Annual o Quarterly

Target Mailing Date: 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.

VENDOR INFORMATION (Please print or type)

Contact Person(s): Title:

Vendor/Company:

Address: City/State/Zip:

Website: Email:

Phone: Fax:

PRODUCT/SERVICE INFORMATION (Please submit brochures or samples.)

Formal name of product/service :

Nature of product/service:

What is the benefit to SCACPA members?

Target Audience(s): o All members oMembersinManagement,Business&Industry o Members in Public Accountingo Student Members o Public Accounting Firms or Industry Companies o Other

Will the Association receive non-dues revenue, for example, based on member participation? o No o Yes, please explain on an attachment.

Is your product available to others? o No o Yes, Who?

How?

What is the regular price: Member Price/Discount Percentage:

Is your product available at this special price elsewhere? oNo oYes If yes, where?

Anticipated Market Penetration: Year One Year Two

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

23

VENDOR’S STATEMENTI 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.

Signature: Date:

Print Name: Title:

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

Location Phone 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, indemnifica-tion 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 sepa-rate, 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.

SUBMISSION INFORMATION

Return to: SCACPA

570 Chris Drive;West Columbia, SC 29169

Fax: (803) 791-4196

Email: [email protected]

South Carolina

CPA

2010 SCACPA Marketing Guide

A special thank you to the South Carolina Department of Parks, Recreation and Tourism for the beautiful images of

South Carolina placed throughout the Marketing Guide and allowing the use of the ‘smiling faces, beautiful places’ logo. SCACPA would also like to thank the Columbia CVB and the

Greenville CVB for their contributions to this publication.

Documents

2010 SCACPA Marketing Guide