2011 SCACPA Marketing Guide

2011 MARKETING GUIDE 1(803) 791-4181 | www.scacpa.org

2011 Exhibit, Sponsorship & Advertising Opportunities

Serving CPAs since 1915

SC Association of Certified Public AccountantsSouth Carolina

CPA

Marketing Guide

2011 MARKETING GUIDE2 (803) 791-4181 | www.scacpa.org

Join forces with SCACPA and together

we can grow your business.


The South Carolina Association of CPAs (SCACPA) is your connection to 4,000 financial professionals throughout South Carolina and the surrounding states. Whether you place an ad in one of our publications or make face-to-face contact by exhibiting at one of our events, you are guaranteed an audience of specialized professionals.

SCACPA has a long-standing relationship with South Carolina’s top CFOs, financial managers, controllers and primary purchasers of financial services. CPAs from the state’s best firms look to SCACPA for advice and guidance.

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

Prices listed are valid January 1 - December 31, 2011

CONFERENCES & SEMINARSConferences Introduction 4-5Schedule, Details & Rates 6-8Terms of the Contract 12Registration Form 2011 13-14

EXCLUSIVE EVENTSCPA Summit 9Professional Issues Updates Series 10Oath Ceremonies 10CPA Day at the State House 11

PRINT ADVERTISINGCPE Catalog Schedule 15CPA Report 15Classifieds 15

CONFERENCE & SEMINARSApril Cox – Extension [email protected]

EXCLUSIVE EVENTSSandra Oxner – Extension [email protected]

Marketing Guide 2011

ELECTRONIC ADVERTISINGCurrent Assets 16CPE Source 16Web Site 16

SCHOLARSHIPSScholarships 11

AFFINITY PROGRAMAffinity Program Contract 20-21

Table of Contents

ContactsAFFINITY PROGRAMSMaureen Taylor – Extension [email protected]

PUBLICATION AND WEB SITE ADVERTISINGEmily Allen - Extension [email protected]

www.scacpa.org/marketingguide


Conferences provide a unique and exciting opportunity to network with your target market, herald your name and interests and explain your products and services in a one-on-one atmosphere. Gold sponsorship at conferences denotes highest billing and prestige. Silver sponsorship packages expose your company at a valued cost. Multiple gold and silver sponsors will be accepted, with the exception of the CPA Summit. However, at this level, sponsors will be limited to one per business type (i.e. one consulting firm, one CPA firm, one placement firm, etc.).

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

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

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

Conference Sponsorships/Exhibitors

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

Contact: April Cox • 803-791-4181, ext. 110 • [email protected]

Sponsor/Exhibitor Application: pages 13-14


Exhibitor opportunities at SCACPA conferences allow for networking, face-to-face contact with future and current clients and customers, and the opportunity to expose your products and services to a target group of accounting professionals.

Conference Sponsorships/Exhibitors

Conference Sponsor/Exhibitor DetailsDISCOUNTS AND SPECIAL RATES• Exhibit/Sponsor at two conferences and receive $50 off the cost of the second conference.• Exhibit/Sponsor at three conferences and receive $75 off the cost of the second and third conference.• Exhibit/Sponsor at four conferences and receive $100 off the second, third and fourth conference.

Note: Discounts may not be applied to the CPA Summit. However, the CPA Summit may be considered the first of multiple choices. Payment for the conferences must be made at the time the discounts are taken. You must register for all conferences at the same time.

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

SPONSOR/EXHIBITOR APPLICATIONThe conference sponsor/exhibitor application is on pages 13 and 14 of this Marketing Guide. Please indicate at which conferences you wish to sponsor or exhibit and send completed form and payment to April Cox at the SCACPA office or [email protected].

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 your completed application and payment have been received. Every effort has been made to ensure that all information is accurate. Please note that dates and locations on all conferences are subject to change due to facility availability.

EXHIBITOR PACKAGE• One 8 ft. table top exhibit, including one table and

two chairs• Two lunch passes for networking with attendees, per day• Company listing in electronic conference brochure

with link to company web site and company listing on printed postcard (when payment is received prior to publication deadline)

• Company listing in conference material• List of attendees provided at event (PDF provided

electronically upon request)

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

CONCIERGE PACKAGEWhen you choose the Concierge exhibit option, SCACPA will make your materials available to conference attendees. Simply ship us the materials you would like displayed and we will place them on a table with your company’s name. This is a perfect alternative for those who cannot attend but want to have a presence at the event.• One 8 ft. table top exhibit• Signage at event• Company listing in conference material• List of attendees provided electronically in PDF format

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


Conference & Seminars, Details & Rates

Anticipated attendance: 100Conference Specifics: This one day conference, developed by SCACPA and the South Carolina Association of Nonprofit Organiza-tions (SCANPO), is the only financial conference in the state geared to specifically meet the needs of CPAs and the financial staff who serve in and work with both large and small nonprofit organizations.

Gold Sponsorship: $875 | After March 24: $975 Silver Sponsorship: $625 | After March 24: $725Exhibitor Package: $275 | After March 24: $375 Concierge Option: $150

Brochure publication deadline: February 25, 2011

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

Gold Sponsorship: $875 | After March 31: $975 Silver Sponsorship: $625 | After March 31: $725Exhibitor Package: $275 | After March 31: $375 Concierge Option: $150

Brochure publication deadline: March 4, 2011

NONPROFIT CONFERENCE COLUMBIA-APRIL 28, 2011

GOVERNMENT & BENEFIT PLANS CONFERENCE COLUMBIA-MAY 19, 2011

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

Gold Sponsorship: $875 | After June 23: $1075 Silver Sponsorship: $625 | After June 23: $825Exhibitor Package: $275 | After June 23: $375 Concierge Option: $150

Conference Attendee Gift Sponsor: Call for quote

Brochure publication deadline: May 26, 2011

EMERGING LEADERS CONFERENCE CHARLESTON-AUGUST 18-19, 2011

Anticipated attendance: 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. For event infor-mation, visit www.scacpa.org/industryconference.

Gold Sponsorship: $1200 | After August 18: $1400 Silver Sponsorship: $950 | After August 18: $1150Exhibitor Package: $550 | After August 18: $650Concierge Option: $250


Brochure publication deadline: July 21, 2011

INDUSTRY CONFERENCE COLUMBIA-OCTOBER 13-14, 2011

Average attendance: 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.

Gold Sponsorship: $875 | After August 25: $1075 Silver Sponsorship: $625 | After August 25: $825Exhibitor Package: $275 | After August 25: $375 Concierge Option: $150

Brochure publication deadline: July 28, 2011

PERSONAL FINANCIAL PLANNING CONFERENCE WEST COLUMBIA-OCTOBER 20, 2011


GOVERNMENTAL BONUS WORKSHOP COLUMBIA-NOVEMBER 15, 2011

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

Gold Sponsorship: $875 | After September 22: $1075 Silver Sponsorship: $625 | After September 22: $825Exhibitor Package: $275 | After September 22: $375 Concierge Option: $150

Brochure publication deadline: August 25, 2011

WOMEN IN LEADERSHIP CONFERENCE COLUMBIA-NOVEMBER 17, 2011

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

Gold Sponsorship: $875 | After September 24: $1075 Silver Sponsorship: $625 | After September 24: $825Exhibitor Package: $275 | After September 24: $375 Concierge Option: $150


Brochure publication deadline: August 27, 2011

TECHNOLOGY CONFERENCE COLUMBIA-DECEMBER 1, 2011Anticipated attendance: 100Conference 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.

Gold Sponsorship: $875 | After October 6: $1075 Silver Sponsorship: $625 | After October 6: $825Exhibitor Package: $275 | After October 6: $375 Concierge Option: $150

Brochure publication deadline: September 8, 2011

ACCOUNTING & AUDITING CONFERENCE CHARLESTON-DECEMBER 8-9, 2011Anticipated attendance: 225Conference Specifics: CPAs in public practice, industry and government attend this top-rated conference. With many sessions to choose from, both the traditional and non-traditional CPA will benefit. For event information, visit www.scacpa.org/AandAConference.

Gold Sponsorship: $1200 | After October 13: $1400 Silver Sponsorship: $950 | After October 13: $1150Exhibitor Package: $550 | After October 13: $650Concierge Option: $250




Average attendance: 50Conference Specifics: This one-day forum is designed for accounting educators and CPA practitioners to help them re-energize their think-ing, adjust their approach, and position their organizations to thrive.

FEDERAL TAX UPDATE WITH WALTER NUNNALLEE MYRTLE BEACH- DECEMBER 12, 2011Average Attendance: 150Conference Specifics: One-day seminar designed for CPAs with one or more years of tax season experience. Attendees should have a general understanding of individual, corporate and business income taxation and be involved in the preparation and/or review of individual, corporate and business income tax returns. Attendees may also provide tax advice to individuals and businesses.

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

FEDERAL TAX UPDATE WITH WALTER NUNNALLEE CHARLESTON- DECEMBER 13, 2011

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

Gold Sponsorship: $1200 | After October 18: $1400 Silver Sponsorship: $950 | After October 18: $1150Exhibitor Package: $550 | After October 18: $650


FEDERAL TAX UPDATE WITH WALTER NUNNALLEE COLUMBIA- DECEMBER 14, 2011Average Attendance: 300Conference Specifics: One-day seminar designed for CPAs with one or more years of tax season experience. Attendees should have a general understanding of individual, corporate and business income taxation and be involved in the preparation and/or review of individual, corporate and business income tax returns. Attendees may also provide tax advice to individuals and businesses.



FEDERAL TAX UPDATE WITH WALTER NUNNALLEE GREENVILLE- DECEMBER 15, 2011Average Attendance: 300Conference Specifics: One-day seminar designed for CPAs with one or more years of tax season experience. Attendees should have a general understanding of individual, corporate and business income taxation and be involved in the preparation and/or review of individ-ual, corporate and business income tax returns. Attendees may also provide tax advice to individuals and businesses.



CPA PRACTITIONERS’ & ACCOUNTING EDUCATORS’ FORUM COLUMBIA- DECEMBER 16, 2011Gold Sponsorship: $875 | After October 21: $1075 Silver Sponsorship: $625 | After October 21: $825Exhibitor Package: $275 | After October 21: $375 Concierge Option: $150


Conference & Seminars, Details & Rates


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

PLATINUM SPONSORYour company’s name is tied to The Summit, for example, “2011 CPA Summit, presented by Your Company.” Includes all gold level sponsorship benefits listed on PAGE 4. Platinum Sponsor: $5,000

GOLD SPONSORSHIPLimited to three sponsors and one per business type (i.e. one consulting firm, one CPA firm, one placement firm, etc.) All gold level sponsorship benefits listed on PAGE 4. Gold Sponsorship: $1,200 | After September 8, 2011: $1,400

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

OTHER CPA SUMMIT SPONSORSHIP OPPORTUNITIES• Accounting Student Recognition Luncheon: $1500 Benefits: Signage at event; logo recognition in event program; verbal recognition; up to four luncheon reservations Attendance: 260• Accounting Student Recognition Luncheon Table Sponsor: $350 Benefits: Verbal recognition; company name in program; up to two luncheon reservations• Membership Reception (Average attendance: 300): $1,000 Benefits: Attend and network at this exclusive event; up to four reservations• Old Guard Reception (lifetime members, holding membership for 30-plus years): $750 Benefits: Attend and network at this exclusive event; logo placement in Summit program• Circle of Excellence Awards Luncheon: $1500 Benefits: Reservations for up to four attendees• Circle of Excellence Awards Luncheon Table Sponsor: $350 Benefits: Signage at event; company name listed in program; verbal recognition• Attendee Gift Sponsor: Call for quote Benefits: Co-brand a gift item for all Summit attendees with your logo and SCACPA’s. Ideas include tote bag, nametag lanyards

and learning journals• CPA Summit Program Advertisement: $550 Benefits: Full page color advertisement placed in CPA Summit program to be distributed to all attendees

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





2011 CPA SUMMIT SPECIAL SPONSORSHIP OPPORTUNITIESThis premier annual event, which will be held November 3-4 in Columbia, provides members with a profession update, successes for the current year, and goals for the upcoming year. There is also the installation of incoming officers, recognition of outgoing Board Members, Student Recognition Luncheon honoring our 2011-2012 scholarship recipients and the semi-annual New CPA Oath Ceremony. Average Attendance: 250

*Payment and artwork MUST be received prior

to publication deadline, August 11.

For more information on exclusive sponsorship opportunities, contact Sandra Oxner at (803) 791-4181 ext. 112 or e-mail [email protected].


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

Exclusive Sponsorship Opportunities

GOLD SPONSOR: $1000 (per event)• Up to four event reservations • Company logo inclusion in ceremony invitation*• Company logo inclusion in ceremony program• Company logo on event Web page with link to company

Web site• Company logo with link and company description (50

words or less) on the SCACPA Marketplace Web page • List of ceremony attendees (provided at the ceremony)• Verbal recognition during the ceremony

SILVER SPONSOR: $500 (per event)• Up to two event reservations • Company name inclusion in event invitation*• Company name inclusion in ceremony program• Company name on event Web page with link to company

Web site• Company logo with link and company description (50

words or less) on the SCACPA Marketplace Web page• List of conference attendees (provided at the conference)• Verbal recognition during the ceremony

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

NEW CPA GIFT: $750 (per event)This signature event provides permanent recognition with photos that could be framed from the ceremony which include a card with your company’s logo; logo placement in event program; verbal recognition during event.

PROFESSIONAL ISSUES UPDATES “ROAD TOUR” PACKAGE SPONSORSHIP

These half-day programs are held in eight communities across South Carolina to update CPAs on professional issues and trends. SCACPA anticipates reaching more than 900 members (24 percent) with this series in 2011.

Cities on the tour include: Charleston, Columbia, Florence, Greenville, Hilton Head, Myrtle Beach, Rock Hill, Spartanburg

Package includes sponsorship and exhibit space, plus:• Verbal recognition at all events• Opportunity to provide door prizes at all events• Attendees list for all events• Logo link in e-mail publications regarding these events• Logo placement in printed marketing publications for the events• Limited to two exhibitors per event

Total Investment: $5,250 for entire series or $750 per event

Attendee Gift Sponsor: Call for quoteBenefits: Co-brand a gift item for all PIU attendees with your logo and SCACPA’s logo.Ideas include tote bag, nametag lanyards and learning journal.

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

*Payment and artwork MUST be received prior to

publication deadline, March 4 (for May 4 event)

and September 9 (for November 4 event).

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


CPA DAY AT THE STATE HOUSEThis event held on May 4, 2011 will offer members the opportunity to interact with legislators and strengthen their voice in the legislative area as citizens of South Carolina. Join approximately 150 CPAs as they network with their legislators and celebrate the licensing of new CPAs during the Oath Ceremony.

SPONSORSHIP OPPORTUNITIES

Luncheon: $1,000Benefits: Signage at event; logo recognition in event program; verbal recognition; up to four luncheon reservations

Attendee Gift Sponsor: Call for quote Benefits: Co-brand a gift item for all CPA Day attendees with your logo and SCACPA’s logo. Ideas include tote bag, nametag lanyards and learning journals.

Brochure publication deadline: March 4

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

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

Don’t miss out on this opportunity to promote your organization as well as help future CPAs realize their dreams. • Recognition at the Annual Student Recognition luncheon during

the Annual Summit • Recognition in the luncheon program• Recognition in The CPA Report magazine and in press releases

distributed to major newspapers across South Carolina

Exclusive Sponsorship Opportunities

South Carolina Association of CPAs

Educational Fund

Growing YourEducational Fund

Sout

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arol

ina A

ssociation of CPAs•Educational Fund

Investing in the Future

2008 Scholarship Recipients

South Carolina

CPA

To donate, or for more information on the SCACPA Educational Fund, Inc., contact Glenna Minor at (803) 791-4181 ext. 107 or e-mail [email protected].


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

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

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

4. To ensure signage preparation and inclusion in event materials, sponsorship reservations must be made at least 90 days before the event date. Sponsorships will be accepted after the deadline date (within 90 days prior to the event date), but all benefits cannot be guaranteed.

5. This agreement is for exhibit space only; course materials are not included. Exhibitors may attend the program only if they formally register as a participant by paying the registration fee in addition to the exhibit fee.

6. SCACPA management reserves the right to approve the character of any exhibit, any goods therein and the attendant advertising and sales promotion and to prohibit anything which in its judgment because of noise or other objectionable features may detract from the show in general.

7. All sound equipment must be regulated so that it does not disturb neighboring exhibits. SCACPA reserves the right to determine at what point sound constitutes interference with others and must be discontinued. Due to regulations by the music industry regarding music at public meetings, conventions and shows, exhibitors may not play music during the conference, either live or recorded.

8. Exhibitors will not be permitted to assign, sublet or share with others any part of the space allotted to them.

9. SCACPA management reserves the right to require any exhibitor to move his exhibit to another location if it is in the best interest of the show.

10. Advertising materials cannot be distributed outside of the exhibitor’s exhibit.

11. Exhibits must be kept clean. The floor and display areas of the exhibits must be clear of debris. Exhibitors will be liable for any extra clean-up costs incurred due to displays, food machines and other means.

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

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

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

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

16. Insurance, if desired by the exhibitors, must be obtained at their own expense.

17. Exhibitors will not offer educational/training or other programs within the show facility simultaneous to SCACPA related programs.

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

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

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

Exhibitor/Sponsor Terms and Conditions21. All electrical work and electrical wiring must be approved and installed in accordance with regulations established by the officials of the Fire Marshall’s Office.

22. No construction will be allowed at the sides or above the exhibit which may obscure the view of any adjacent exhibits.

23. All materials used for decorating must be flameproof.

24. Construction and signs that are more than 8 feet in height are to be approved by SCACPA management.

25. All applicable city, county and state codes and ordinances must be complied with, as well as those of the host facilities.

26. Nothing shall be posted on, tacked, nailed or otherwise affixed to columns, walls, floors or other parts of the buildings, furniture or equipment.

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 responsibility of the SCACPA Board of Directors or their designated representative. All decisions of said group or representatives are final.

CANCELLATION POLICY30. Cancellations are fully refundable if submitted in writing 90 calendar days or more prior to the conference. Cancellations submitted in writing 89 to 31 days prior to the conference will receive a 50 percent refund. No refunds will be given to cancellations received 30 days or less prior to the conference.


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

2011 CPA SUMMIT - NOVEMBER 3-4, 2011

m Platinum Sponsor $5,000

m Gold Sponsorship By September 8 - $1,200After September 8 - $1,400

m Silver SponsorshipBy September 8 - $950After September 8 - $1,150

m Exhibitor Package By September 8 - $750After September 8 - $950

m Concierge - $250

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

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

NEW CPA OATH CEREMONY GOLD SPONSOR SILVER SPONSOR BRONZE SPONSOR NEW CPA GIFT SPONSOR

m New CPA Oath Ceremony - May 4, 2011 m $1,000 m $500 m $250 m Call for Quote

m New CPA Oath Ceremony - November 4, 2011 m $1,000 m $500 m $250 m Call for Quote

CONFERENCES /SEMINARS GOLD SPONSOR SILVER SPONSOR EXHIBITOR PACKAGE CONCIERGE PACKAGE

ATTENDEE GIFT SPONSOR

m Nonprofit April 28, 2011

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

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


m $150 m Call for Quote

m Government & Benefit Plans May 19, 2011

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


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


m Emerging Leaders August 18-19, 2011

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




m Industry October 13-14, 2011

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




m Personal Financial Planning October 20, 2011



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


m Governmental Bonus Workshop November 15, 2011

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




m Women in Leadership November 17, 2011





m Technology December 1, 2011

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




m Accounting & Auditing December 8-9, 2011

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




m Federal Tax Update - Myrtle Beach December 12, 2011




N/A m Call for Quote

m Federal Tax Update - Charleston December 13, 2011





m Federal Tax Update - Columbia December 14, 2011





m Federal Tax Update - Greenville December 15, 2011





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





PROFESSIONAL ISSUES UPDATE PLATINUM SPONSOR GOLD SPONSOR ATTENDEE GIFT SPONSOR

m $5, 250 includes all eight locations

m $750 per location m Call for Quoteq Hilton Headq Myrtle Beach

q Charlestonq Columbia

q Florenceq Greenville

q Rock Hillq Spartanburg

CPA DAY AT THE STATE HOUSE LUNCHEON ATTENDEE GIFT SPONSOR

m CPA Day at the State House - May 4, 2011 m $1,000 m Call for Quote

Other CPA Summit Sponsorship Opportunities


PAYMENT INFORMATION

PAYMENT METHOD q CHECK Credit Card: q Visa q MasterCard q American Express q Discover

Credit Card Number Payment Amount

Expiration Date Security Code/CCV#

Signature Date

2011 Exhibitor/Sponsor Application* Marketing contact is the person who the SCACPA CPE Department will work with to obtain the exhibitor/ sponsor application, payment, signed contract, company description, logo and other necessary items.

** 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

*** 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].

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

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 NAME 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:

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

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


ClassifiedsCLASSIFIEDS PRINT (CPA Report)Reach 3,800+ potential buyers, renters, consumers and potential staff and partners through our classified listings.

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

Deadline: See contract on page 19

CLASSIFIEDS ELECTRONIC (Current Assets and www.scacpa.org)Rates: $30 per ad for members/$60 nonmembers per month. Banner ads also available for $300 per month. We will provide a link from our site to yours. Fee applies to electronically submitted logo or art.

Deadline: The 10th day of the month preceding

THE SOUTH CAROLINA CPA REPORT SCACPA’s full color professional journal is published quarterly and distributed to more than 3,900 CPAs and accounting professionals in South Carolina. With a fresh focus on producing a member driven publication to include more articles by South Carolina authors and in-depth features about SCACPA members, this publication continues to grow and evolve yearly. *newly available in electronic format

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

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

QUARTERLY CPE CATALOG (print & electronic)SCACPA produces a quarterly catalog that coincides with the CPE schedule (March 2011-February 2012). This brochure will be mailed to members and distributed at CPE seminars, in membership kits and other marketing mailings. More than 4,500 copies will be distributed each quarter to members and prospective members beginning in April 2011.

Prices: Inside Front or Inside Back Cover, $500 per issue (July 2011, October 2011, January 2012 and April 2012 distribution)

Print Advertising


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

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

CPE SOURCE (previously Tuesday Teaser)The CPE Source is a monthly e-mail publication received by close to 4,000 accounting professionals and students. A highly read communication, this e-mail blast details upcoming SCACPA courses and offerings. Prices: Advertisements in the monthly CPE Source (previously Tuesday Teaser) are only available in monthly or yearly increments. $300/ issue/month; $3500 annually

SCACPA WEB SITE, WWW.SCACPA.ORG SCACPA’s Web site receives an average of 4,000 unique visitors each month, and nearly 30 percent return more than once. Because CPAs are required to earn 40 hours of continuing education each year, most use the SCACPA Web site as a vehicle to research available classes and register online. A display ad in any of the sections of the SCACPA site will serve as a link to your company’s Web site and provide your company a great deal of exposure.

Prices: 1”X2” Rotating Ad: $2,000 per year or $200 per month. Includes live link to your Web site; SCACPA Market Place link: $150 value. Left column ads are placed on the left-hand side of the Web site and appear on every page (other than the home page). Flash and animation are subject to approval by SCACPA.

SCACPA reserves the right to refuse any or all advertising. All advertising accepted is subject to review. SCACPA does not publish advertising from companies whose programs, services, products, etc. compete with those offered by SCACPA to its members. Advertiser assumes liability for the content of its ads. For additional information on print and electronic advertising, contact Emily Allen at (803) 791-4181 ext. 106 or e-mail [email protected].

Electronic Advertising


CPA Report Print Advertising Contract/Form I would like to purchase the following ad space in the 2011 South Carolina CPA Report (circulation 3,900):

One Issue Two Issues Four Issues Size

Back Cover o $940 o $885 o $790 8.5” x 11”

Inside Cover o $865 o $740 o $675 8.5” x 11”

Full Page o $810 o $725 o $653 8.5” x 11”

Half Page o $575 o $490 o $440 8.5” x 4.75”

Quarter Page o $495 o $405 o $380 3.75” x 5”

Issue Deadline

o Spring December 15, 2011

o Summer March 15, 2011

o Fall June 15, 2011

o Winter September 15, 2011Please check the issue(s) that should include your advertisement.

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 percent of the South Carolina CPA Report. No positions are guaranteed. Ad rates above apply for full color, two-color and black & white ads. Advertisements for any continuing professional education program will not be accepted. Advertisers assume liability for content of their ad.

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: ____________________________________________

BILLING ADDRESS (CLIENT or AGENCY? please circle) ___________________________________________________________________________

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 1-888-557-4814 (toll free in SC) or [email protected].

Please mail or fax completed contract to: South Carolina Association of CPAs570 Chris Drive • West Columbia, SC 29169

Fax: (803) 791-4196

o Bill me. o Check enclosed.

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

o Visa o MasterCard o Discover o American Express

CARD #:

EXPIRATION DATE:

BILLING ADDRESS:

CITY/STATE/ZIP:

SIGNATURE:

Please indicate method of payment:PAYMENT INFORMATION

DATE:


ADVERTISING OPPORTUNITIES

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

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

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

m SCACPA Websiteq 1”X2” Rotating Ad: $2,000 per year or $200/month.q 1x2” Ad on CPE Course Catalog Search Page: $3,000 per year or $300/monthq 1x6” Banner Ad on CPE Course Catalog Search Page: $8,000 per year or $800/monthq 1x2” Ad on Select Right Sub-Pages: Call for pricingq SCACPA Market Place Link: $150 annually

Electronic Advertising Contract/Form ADVERTISER: _______________________________________________ LOCAL CONTACT: ______________________________________________




FAX: ______________________________ E-MAIL: ______________________________________________________________________________

PAYMENT INFORMATION




Signature Date

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: 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].

m March, 2011m April, 2011m May, 2011m June, 2011 m July, 2011 m August, 2011

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

Please select month(s) you would like you ad to appear:

Mail to: SCACPA, 570 Chris Drive, West Columbia, SC 29169 | Email to: [email protected]


Classifieds Contract/Form

CLASSIFIEDS PRINT

m CPA Reportq Spring 2011 Deadline: December 15, 2011q Summer 2011 Deadline: March 15, 2011q Fall 2012 Deadline: June 15, 2011q Winter 2012 Deadline: September 15, 2011

ADVERTISER: _______________________________________________ LOCAL CONTACT: ______________________________________________




FAX: ______________________________ E-MAIL: ______________________________________________________________________________

PAYMENT INFORMATION




Signature Date

PLEASE NOTEElectronic Transmission of Ads: The preferred method for receiving ads is electronically. Classifieds should be e-mailed to [email protected] .

Limitations: No positions are guaranteed. Advertisements for any continuing professional education program will not be accepted. Advertisers assume liability for content of their ad. Content: All advertising is subject to review of content prior to being accepted for publication. Publication of an advertisement does not constitute an endorsement of the product or service by the South Carolina Association of Certified Public Accountants.

For more information about advertising

opportunities, please contact Emily Allen,

Communications Coordinator

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

[email protected].

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

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

Mail to: SCACPA, 570 Chris Drive, West Columbia, SC 29169 | Email to: [email protected]

CLASSIFIED ELECTRONIC

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

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

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

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

Deadline: The 10th day of the month preceding

CLASSIFIED TEXT


Affinity Program InformationSCACPA 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.

VENDOR INFORMATION (Please print or type)

Contact Person(s): Title:

Vendor/Company:

Address: City/State/Zip:

Website: Email:

Phone: Fax:

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

Formal name of product/service :

Nature of product/service:

What is the benefit to SCACPA members?

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

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

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

How?

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

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

Anticipated Market Penetration: Year One Year Two

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

MARKETING 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’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]

Serving CPAs since 1915

SC Association of Certified Public AccountantsSouth Carolina

CPA

Documents

2011 SCACPA Marketing Guide