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IMA’s 93rd Annual Conference & ExpositionJune 23 - 27, 2012 • Las Vegas, Nevada

• 24 •

Conference Sessions

MONDAY, JUNE 25, 2012

7 a.m. – 8:45 a.m.

Building Capability for Today’s ChallengesBreakfast sponsored by Ledgent

(BSM1) South Pacific Ballroom EF

Teri List-Stoll - Treasurer & Sr. VP, The Procter & Gamble Co.

Moderator: Pemberton Smith, CMA - Senior Program Manager for Engineering and Operational Services, General Dynamics Information Technology

To compete successfully in the current global environ-ment marked by volatility, uncertainty, complexity, and ambiguity, traditional technical skills are not sufficient. Technical mastery is an important foundation, but it must be complemented by a contemporary leadership profile, emotional intelligence, and strong communica-tion skills. This overview session will strengthen your leadership skills and provide a foundation to establish a learning culture in your organization. 2 CPE

Session Level: Overview

Field of Study: Personal Development

After the session, attendees will be able to:

1. Understand the skills required to succeed in global organizations.

2. Strengthen your personal leadership profile.

3. Develop a skill and learning curriculum for your firm.

9 a.m. – 10:15 a.m.

Current FASB Priorities(GSM1) Islander Ballroom BCGH

Leslie F. Seidman - Chairman, Financial Accounting Standards Board (FASB)

Moderator: John Macaulay, CMA - Chair-Elect, IMA

International convergence of accounting standards, XBRL, and standards setting for private companies are among the key areas of focus for the FASB in 2012. During this session, Seidman will provide an overview of the FASB’s priorities, a status update on its major projects, and how they impact your business or organ-ization. A question and answer period follows the presentation. 1.5 CPE


Field of Study: Accounting


1. Describe the status of the FASB/IASB convergence agenda and other major projects.

2. Discuss FASB’s XBRL project.

3. Explain what the FASB is doing to improve the standard-setting process for its private company stakeholders.

10:30 a.m. – 11:30 a.m.

CMA Survivor: A Hands-On Workshop for CMA Candidates(SCM) Tradewinds CD

Amy Ford, CMA, CPA - Associate Faculty Member, Western Illinois University

Lisa Beaudoin, CMA - Director of Educational Partnerships, IMA

Moderator: Mary Strautmann, CPA - IMA Regional Vice President, Mid-America Regional Council

Do you have what it takes to survive the CMA exam? Attend this interactive session where you will team up with other students to get hands-on experience with actual (retired) CMA exam questions. Learn about the exam content and process from an IMA expert, then see if you have what it takes to pass by playing an interactive game with an accounting professor. 1 CPE

Session Level: Basic



1. Understand what is tested on the CMA exam.

2. Identify sections on the CMA exam for which you already have a good understanding.

3. Understand how to proceed with your preparation plans to become a CMA.

• 25 •

12 p.m. – 1:45 p.m.

Brown Bag Discussion Lunch (LHM1) South Pacific Ballroom EF

Moderator: Deborah J. Warner - VP, Education & Career Services, IMA

The Brown Bag Discussion Lunch is an interactive and informal roundtable session that enables attendees to learn, exchange ideas, and network in a fun, relaxed environment. The event is composed of industry topics, one assigned to each roundtable of nine par-ticipants and one facilitator. The facilitator, who is an attendee or guest presenter, is knowledgeable in the topic and will encourage discussion and sustain the conversation over a box lunch. 2 CPE

Session Level: Basic

Field of Study: Various


1. Strengthen knowledge of selected industry topics.

2. Share ideas with and gain insight from experts and colleagues.

2 p.m. – 3:15 p.m.

Applied Research Roundtable Discussions (ARM1) Mariners AB

Speakers/Topics:

Melanie Anderson, Ph.D., CIA, CISA - Slippery Rock University Research, Write, Revise, and Report: Integrating Writ-ing Assignments into the Accounting Curriculum

Gregory Brothers, CMA, CPA - South Texas College of Law Not-for-Profits: What Are They and What Are the Career Opportunities

Richard Caldarola, Ph.D., CMA, CFM - Troy University The Intersection of Emotional Intelligence and Corporate Financial Decision Making

Timothy Creel, CMA, CFM, CPA, CIA - Strayer University Corporate Social Responsibility and Brand Equity: An Examination of Practices in the Retail Industry

Ann Dzuranin, Ph.D., - Northern Illinois University The Effect of Tangible and Intangible Noncash Rewards on Satisfaction and Performance in a Production Setting

Rebecca Goza, CIA, CISA, CFE, CRISC, CGEIT - University of Central Oklahoma; American Cancer Society Nonprofit Stakeholder Interests and Transparency

Sanjay Gupta, Ph.D., CMA, CPA - Valdosta State University A Comparison of the Ethical Behavior of Graduate vs. Undergraduate Business Students

Gregory Jonas, Ph.D., CMA - Case Western Reserve University Corporate Social Responsibility Reporting Trends: Who, How, and Why?

Cynthia Lloyd, Ph.D., J.D., CPA - Indiana University — Purdue University Fort Wayne A Collaborative Project to Advance Learning in Cost and Managerial Accounting

Letitia Meier Pleis, Ph.D., CMA, CFM, CPA - Metropolitan State College of Denver Bringing the Real World to Your Students: Using Strate-gic Finance Articles to Add Realism to the Classroom

Arnoldo Rodriguez, Ph.D. - Webster University A Model for Capturing and Managing the Costs of Corporate Social Responsibility

Audrey Taylor, Ph.D. - Western Washington University The Airplane Game: Experimenting with Lean Accounting

Lourdes Ferreira White, Ph.D. - University of Baltimore The Impact of Production Variance Presentation Method on Employees’ Working Behavior

Attend the Roundtable Session to learn about new research ideas and resources in the field of manage-ment accounting. Attendees will have the opportunity to hear presentations on several topics and will be able to share their professional experiences regarding the topics being discussed. 1.5 CPE



After the session, attendee will be able to:

1. Understand the need for research in management accounting.

2. Identify five areas of current research in manage-ment accounting.

3. Explain how practitioner-academic interaction can help advance the field of management accounting.

• 42 •

Speaker Roster

Rosemary Amato, CMA, CISA, CPA - Director, Deloitte Touche Tohmatsu Ltd. BPT1.5

Melanie Anderson Ph.D., CIA, CISA - Slippery Rock University ARM1

Bobbe M. Barnes, CMA, CPA, CGFM - Managing Director, Acumen Global Training, LLC PCW2, PCW4

David Barnett - Cost Accounting Supervisor, Synthes USA TES

Lisa Beaudoin, CMA - Director of Educational Partnerships, IMA SCM

Mark M. Bielstein, CPA - Partner, KPMG LLP ERT1

Debra L. Bloom, CMA, CFM - Accounting Instructor, Mitchell Community College TET1

Kristine Brands, CMA, CPA - Assistant Professor, College for Professional Studies, Regis University BPT2

Gregory Brothers, CMA, CPA - South Texas College of Law ARM1

Richard Caldarola, Ph.D., CMA, CFM - Troy University ARM1

Michael D. Capellas - Chairman, VCE - The Virtual Computing Environment Company BST1

David M. Cieslak, CPA, CITP, GSEC - Principal, Arxis Technology, Inc. ERT2.5

Angela Clancy, CA - Senior Manager, PPB Advisory ERT2

Gary Cokins - Manager, SAS Institute SCT2

David Colgren - CEO, Colcomgroup, Inc. PCW1, BPM3

Stephen M.R. Covey - Practice Leader, Franklin Covey’s Global Speed of Trust Practice GSW2

Timothy Creel, CMA, CFM, CPA, CIA - Strayer University ARM1

Christopher A. Dashner - European Group Controller, Parker Hannifin Corp SCT1

Jay A. Dawdy, CMA, CFE - President, Gryphon Investigations ERT2

Paul Dunn, CMA, CPA - Executive Director, Ernst & Young BPM1

Ann Dzuranin, Ph.D. - Northern Illinois University ARM1

Irit Eizips - Solutions Consultant, Host Analytics BPT2

Amy Ford, CMA, CPA - Associate Faculty Member, Western Illinois University SCM

Our enlightening presenters.Learn about specific accounting and finance topics, as well as leadership and other career-

enhancing subjects from leading experts and academics. Gain from their wisdom and valuable in-

sight as they share their perspectives on the latest industry trends, techniques, and best practices.

Meet these captivating thought leaders throughout the week and draw upon their inspiration to

light your passion and achieve brilliance.

IMA’s 93rd Annual Conference & Exposition

Achieve Brilliance

• 43 •

Lisa French - Head of External Relations, The Americas, International BPT1 Integrated Reporting Council (IIRC)

Mark L. Frigo, Ph.D., CMA, CPA - Director, DePaul University ERM1.5

Marc Gerrone - Director, Public Relations & Communications, IMA APT1

Ronald Gill, CMA, CFM - CFO, NetSuite BPM2

Rebecca Goza, CIA, CISA, CFE, CRISC, CGEIT - University of Central Oklahoma; American Cancer Society ARM1

Sanjay Gupta, Ph.D., CMA, CPA - Valdosta State University ARM1

Jason Haggar - Senior Director of Sales & Marketing for Platform Evangelism, Microsoft Corp. GST2

James Martin Hall - Corporate Controller, Helix Energy Solutions Group BPT2

Richard K. Harrison - Pawn Star/Owner, Gold and Silver Pawn Shop GST1

Robert H. Herz, CPA, FCA - Former Chairman, Financial Accounting BSW1, GSW1 Standards Board (FASB)

Roderic Hewlett, DA, CFM, CTP - Dean, College of Business, Bellevue University PCW5

Daniel M. Hill, Jr., CMA, CFM - Sr. VP, CorePROFIT Solutions Inc. BPM2.5

Terrence Hobdy - Senior Manager, Accenture BPT2.5

Gregory Jonas, Ph.D., CMA - Case Western Reserve University ARM1

Thomas Klammer - Regents Professor Emeritus, Dept. of Accountancy, University of North Texas SCM2

Wayne L. Knabel, CPA - CFO, The Gorman-Rupp Company LHT1

Julie Kowalski - Executive Director, Spizzerinctum Group LLC PCW3

C.S. “Bud” Kulesza, CMA, CFM - ITT Automotive (Retired) PCW6, BPS

Bob J. Laux, CMA, CPA - Senior Director, Financial Accounting and Reporting, Microsoft Corp. GSW1

Todd Leombruno - Director of Lean Enterprise Systems, Parker Hannifin Corp. SCT1

Oscar S. Lewis, Jr., Ph.D., CBM - Adjunct Professor of Finance, Ashford University LST1

Marc Linden - CFO, VP/Finance and Administration, Intacct ERT2.5

Eisar Lipkovitz - VP, Engineering, Google BPM3

Teri List-Stoll - Treasurer & Senior VP, The Procter & Gamble Co. BSM1

Cynthia Lloyd, Ph.D., J.D., CPA - Indiana University—Purdue University Fort Wayne ARM1

Chris Martenson, Ph.D. - Founder, Peak Prosperity GSS1

CJ McNair-Connolly, Ph.D., CMA - Honorary Principal Fellow, University of Wollongong SCS

J. Stephen McNally, CPA - Finance Director/Controller, Campbell Soup Co. ERM1, WLF

Norman Meonske, Ph.D. - National Online Instructor, Becker Professional Review; Professor Emeritus, Kent State University LSM1.5

Brad J. Monterio - Managing Director, Colcomgroup, Inc. BPT1

Geoffrey S. Norby, CMA, CFM - Finance Director, Johnson & Johnson LSM2

Dan O’Brien - Product Marketing Manager, IBM BPM1.5

IMA’s 93rd

Annual

Conference &

Exposition

June 23–27, 2012

Las Vegas, Nevada Achieve Brilliance

Register today at

www.Imaconference.org.•Fourdaysofeducationalsessionsfocusedonrelevantaccountingtopics

•Expandedopportunitytoearnmorethan30NASBACPEcredits

•Thought-provokingspeakersandcompellinggeneralandconcurrentsessions

•Criticalknowledgetohelpyoudrivebusinessperformance

•Celebratethe40thanniversaryoftheCMA® designation

Visit www.imaconference.org • Twitter @IMA at #IMA12ACE

Conference & Events

Journal_Ad_Feb.indd 2

2/8/12 11:02 AM

IMA’s 93rd Annual Conference

& ExpositionJune 23 - 27, 2012 Las Vegas, Nevada

Achieve BrillianceRegister Now at www.imaconference.org

Check Inside for a Sample of Our Featured Speakers

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Achieve Brilliance

IMA’s 93rd Annual Conference & ExpositionJune 23 - 27, 2012 • Las Vegas, Nevada

Registration opens January 17, 2012

www.imaconference.org

For a limited time only…Early bird savings up to $200.00

Final_Savedate.indd 1 12/21/11 11:36 AM

Institute of Management Accounting (IMA)Montvale, NJEvent Concept and Application for Various Print and Online Material for 2012 Annual Conference

IMA® offers over 300 NASBA-

approved continuing education

courses designed to advance

your career and satisfy your CPE

requirements.

Visit IMA’s Learning Center and

discover continuing education

courses on up-to-the-minute topics

such as fair value accounting,

ethics, risk management, financial

planning, and so much more!

Visit www.imanet.org/cpe for

more information!

Accelerate your career.Maybe your career is losing momentum because your continuing education has stalled.

Special Conference OfferSave 20% on the purchase of any of IMA’s Continuing Education products. This offer is valid

through October 31, 2011. Use the code AAACPE2011 at checkout to receive the discount.

Continuing Education

IMA_Flyers_7_25.indd 5 7/25/11 5:43 PM

The CMA® Learning System 2-part kit Version 3.0 is a comprehensive, flexible, and

convenient self-study program aligned with the CMA exam Learning Outcome

Statements. The kit includes textbooks, online practice tests, and additional study

resources.

Begin your journey to becoming a CMA, the essential credential for accountants and

financial professionals in business.

Visit www.imanet.org/cmaexamprep for more information!

Flexible. Affordable. Convenient.

Special Conference OfferSave $100 on the purchase of IMA’s CMA Learning System 2-part kit. This offer is valid

through October 31, 2011. Use the code AAACMALS11 at checkout to receive the discount.

CMA Exam Preparation

IMA_Flyers_7_25.indd 6 7/25/11 5:43 PM

Institute of Management Accounting (IMA)Montvale, NJBrochure and Flyers 2011, 2012

The CMA® Learning System 2-part kit Version 3.0 is a comprehensive, flexible, and

convenient self-study program aligned with the CMA exam Learning Outcome

Statements. The kit includes textbooks, online practice tests, and additional

study resources.

Begin your journey to becoming a CMA, the essential credential for accountants

and financial professionals in business.

Visit www.imanet.org/LC for more information!

Special Conference OfferSave $100 on the purchase of IMA’s CMA Learning System 2-part kit. This offer is valid

through July 31, 2012. Use the code CMA2012ACE at checkout to receive the discount.

CMA Exam Preparation

Your Pace, Your Place

T here’s no better way to set your company apart from the

competition and develop new sales leads than to become

an exhibitor/sponsor at IMA’s 94th Annual Conference &

Exposition in New Orleans.

Meet face-to-face with more than 800 solution-hungry

accounting, business, and finance professionals, C-suite

executives, influencers, and decision makers eager to learn how

your products and services can solve their business challenges

while adding value to their companies.

Drive traffic to your booth through

customized, bundled sponsorship

packages to accelerate brand

awareness, increase sales leads,

and achieve measurable return on

investment. Demand is very strong

for sponsorships; they sell out

quickly each year.

IMA will hold – with considerable

fanfare – a special promotional

event for awarding

your booth traffic-

builder giveaways.

We encourage

all exhibitors and

sponsors to participate

in these events that

provide additional

branding opportunities

to personally award your company prize to a delegate. IMA will

utilize a booth traffic-builder passport program for awarding all

prizes and a grand prize to one lucky attendee on Monday at

the close of the exposition.

In Addition to Exhibitor Benefits, All IMA Sponsors Receive:

• One additional complimentary full Conference registration

• Mention in the June conference issue of Strategic Finance’s

Special Conference Sponsor Section (circulation 56,872) and in

Conference e-mail promotions to IMA membership

• Logo with URL prominently displayed on the exhibit hall

entrance portal

To reserve a booth and for the most up-to-date listing of available opportunities, visit

www.imaconference.org.

For questions or additional information, please contact

Anthony Pombal, IMA business development associate, at [email protected] or

(201) 474-1571.

GENERAL EXHIBITOR INFORMATION

• Submit booth requests online • Apply for exhibit space at

www.imaconference.org• Contact Anthony Pombal, IMA business

development associate, at [email protected] or (201) 474-1571, for questions or additional information.

Booth Pricing Pricing includes one assembled booth with pipe and drape.

Apply before January 31, 2013: • $4,900 - 10’ x 10’ booth• $6,900 - 10’ x 20’ booth• $9,900 - 20’ x 20’ booth

Apply after January 31, 2013:• $5,300 - 10’ x 10’ booth• $7,900 - 10 x 20’ booth• $10,900 - 20’ x 20’ booth

Exhibit booth fees must be paid in full upon applying to guarantee space.

Exhibit Package includes• 10’ x 10’ pipe and drape booth in carpeted

ballroom• One complimentary full registration• Two exhibit-only registrations per booth• Company signage• 24-hour security• Listing in the Conference program - logo plus a

75-word description• Listing on the Conference signage and general

session introductory slide

• Linked logo on the annual meeting website• Attendee mailing address list, post event, one-time

use, (requires prior IMA approval of mailing piece)

Exhibitor Set-up/BreakdownSet-up: Sunday, June 23, 2013, 9 a.m. – 2 p.m.Exhibits must be assembled by 2 p.m.

Breakdown: Monday, June 24, 2013, 7 p.m. – 9 p.m.Exhibits must be dismantled by 9 p.m.

Payment – Confirmation E-mailUpon receipt of the registration and payment, exhibitors will receive a confirmation e-mail that includes their requested booth location number. IMA will confirm final booth assignments with each exhibitor.

Decorator ServicesIMA has selected Freeman Company as the official service contractor. Draping, furniture, labor to set up and break down, shipping, and other special requirements must be arranged through Freeman Company.

Service contractor information and order forms for floral, lighting, rigging, and electrical will be made available to confirmed exhibitors no later than 90 days prior to the Conference. Should you need to consult Freeman Company more than 90 days prior, contact them at their New Orleans office at (503) 733-7469.

Registration and HousingRegistration materials and information on housing will be sent to all registered exhibitors by February 1, 2013. Please register booth personnel and obtain housing as soon as possible.

The Conference hotel is the Hilton New Orleans Riverside. IMA has reserved a block of rooms, and exhibitors are encouraged to take advantage of pricing discounts by booking early. The room block is expected to sell out quickly. Once the room block is full, discounted pricing may no longer be available.

Additional Registration PassesEach exhibit booth comes with one full Conference registration and two exhibit-only registrations as part of the booth rental fee. These complimentary registrations do not include events for which participants must purchase tickets.

Additional exhibit or full Conference registration passes may be purchased at the following rates:

Full registration: $1,200 per person Exhibit only: $450 per person

Please assign the names of the recipients of the complimentary registrations via www.imaconference.org no later than 30 days prior to the Conference.

LEAD GENERATION & BRANDING OPPORTUNITIES

Solutions Showcase Sunday Evening Networking Event - EXCLUSIVE / $25,000 This is the exclusive kick off event. “The Big Show” that includes live music, food, and drink. Attendees will be introduced to your major sponsorship at the end of the general session, which leads directly into the networking event. For two-and-a-half hours, attendees will be surrounded by your brand, giving you a major advantage in audience share and goodwill. This sponsorship includes:• Introduction and Conference support acknowledgment by senior IMA

executives, with the opportunity to briefly address the audience at the start of the event

• Pre-Conference e-mail to registrants with your dedicated welcome message

• Your company’s logo prominently displayed at all beverage/food stations and on the entrance archway into the exhibit hall

• Your company’s logo imprinted on cocktail napkins• Title sponsor positioning on all event marketing materials and e-mail

promotions• 100 complimentary beverage tickets to distribute to attendees

Concurrent Session Speaker Presentation / $25,000 each (available to four qualified organizations) Take advantage of a unique opportunity to extend your thought leadership by presenting to attendees as part of the official Conference education program. Attendees receive 1.5 CPE credits for each 75-minute session. Available sessions are on Monday and Tuesday. These top-level sponsorships are highly desired by organizations looking to make and immediate and lasting impact. This sponsorship includes: • Descriptive listing on Conference website and print program • One pre-and one post-Conference e-mail to attendees• Marketing piece inserted into Conference tote bags

Cyber Café - EXCLUSIVE / $15,000 During the five-day Conference, attendees will seek to stay connected by e-mail. Become a part of this high-traffic opportunity as attendees check their e-mail at one of eight private laptop kiosks strategically located within the Conference floor level. This sponsorship is the ultimate “branding billboard” like no other on site. This sponsorship includes:• Your company’s name and logo prominently displayed on the custom-

designed cyber café structure which recognizes your company as a sponsor and welcomes members

• Screensaver or homepage featuring your company’s website, logo, and/or marketing message

Conference Program Book - EXCLUSIVE / $15,000Proudly display your logo and company ad on this essential, constantly viewed attendee resource and keepsake at the Conference. This sponsorship includes:• Full page, color ad (6” x 8”) on the inside back cover of the Conference

program• Your company’s logo imprinted on the top of all the “notes” pages in the

back of the Conference program guide that participants will use all week long during the Conference

• Premium listing on the Conference registration website

Brown Bag Lunch Session - EXCLUSIVE / $18,000This is the most popular lunch event at the Conference with 50 different roundtables to choose from and awards attendees 1.5 CPE credits. More than 90% of attendees take part in this unique session. This sponsorship includes:• Your company’s logo on table signage• Title slide on the large stage audio-visual screen, your company’s

information/sell sheet on tables, logo stickers on lunches (stickers to be provided by you)

• Opportunity to address the entire audience for up to two minutes at the beginning, as well as a verbal acknowledgement at end of the event by the master of ceremony

• Special table for your company’s representatives to network and provide information

• Premium listing on the Conference registration website

Conference Tote Bag Sponsorship - EXCLUSIVE / $18,000This is an opportunity for your target audience to help advertise for you during the Conference. This sponsorship includes: • Your company’s logo printed on the tote bags distributed to each

Conference attendee on site• One corporate marketing piece inserted into the tote bag

Hotel Room Key Cards - EXCLUSIVE / $18,000Carried by each attendee every day of the Conference, your company logo will be top-of-mind, thereby gaining repetitive company exposure and thousands of impressions over several days and beyond. This sponsorship includes:• Company-branded hotel key cards to ensure that every attendee is aware

of your presence and support of the Conference. Your company’s message and contact information will be viewed thousands of times everyday.

Lanyard Sponsorship - EXCLUSIVE / $16,000 These lanyards are worn by every Conference attendee -— the very people you wish to reach! This sponsorship includes:• Company-branded lanyards that will ensure that every visitor is aware of

your presence and support of the show

ADDITIONAL PROMOTIONAL OPPORTUNITIES

General Session Keynote Sponsorships - 3 available / $7,500 each Premier keynote speakers scheduled on Sunday, Monday, and Tuesday will pack the ballroom with your prospects. This is your unique opportunity to differentiate your company and be officially recognized as a key supporter of IMA’s Conference. This sponsorship includes:• Words of acknowledgement and introduction of your company and its

business at the beginning and end of the session by the moderator • Your company’s name and logo prominently displayed on signage and

introduction slide on stage• Special table inside ballroom for your company’s representatives to

network and provide information pre-and post-session.• Acknowledgement in printed program

Breakfast Sponsorships - EXCLUSIVE 3 available / $5,500 eachIt’s more than food; it’s food for thought. Start your day off right by making an early morning impact on more than 90% of the Conference attendees who will attend the breakfast buffets before the general keynote sessions. This sponsorship includes:• Prominent sponsorship signage• Your company’s name and logo on each table, along with information

sell sheets• Special table for your company’s representatives to network and provide

information• Acknowledgement in printed program

Morning and Afternoon Break Sponsorships - EXCLUSIVE 3 available / $4,500 eachInteract with Conference attendees in an informal setting during the scheduled daily coffee breaks. Extend your marketing reach during these high-traffic events. This sponsorship includes:• Prominent signage located throughout the break area, recognizing your

company as a sponsor• Special table for your company’s representative to network and provide

information• Branded napkins with your corporate logo

New! Bottled Water Sponsorship - EXCLUSIVE / $7,500You know attendees will be needing water in New Orleans so take advantage of the captive audience and provide refreshing, branded-bottled water (sponsor provided) during all of the Conference general sessions.

New! Polybag Daily Door Drop - EXCLUSIVE / $5,000Grab the attendees’ attention by providing up to three small items in a polybag that will be placed at the door of each Conference attendee. They will wake up to your branded item(s) which makes your company top-of-mind for them as they start their day. Door drop available for one or more days during the Conference.

Conference Bag Inserts - Three sponsors / $3,000 eachA bag insert is a simple, yet effective opportunity for your company to deliver its message to hundreds of IMA Conference attendees. Have your company’s sales and marketing collateral or other small giveaway added into the “official” Conference tote bag that all attendees receive. (All items will need to be approved by IMA.) This is a cost-effective way to get your company’s name in front of this audience.

E-mail to Conference Registrants / $3,000Start your networking and lead generation before the event by contacting all registrants via your custom e-mail (copy requires IMA approval). IMA will send your direct message to registrants two weeks prior to the Conference. Set up specific product demonstration times and meetings with busy attendees and get a head start on the return on your investment. Limit one e-mail per exhibitor.

New! Strategic Finance Integrated Marketing / $3,500Take advantage of special ad pricing to advance your brand exposure on site. IMA’s award-winning monthly magazine (circulation 56,872) is delivered to IMA members each month. The June issue is the most highly read and will also be made available to attendees at the Conference. Take advantage of a 60% discount from the standard rate when purchasing a full-page advertisement. Limit of one 4-color ad per exhibitor.

Conference Program Tab Ads / $1,200 per adPlaced in Conference bags given to each attendee at registration, the program guide is the most referenced information source on site. It details the daily events, schedules, speakers, and exhibitors. The program section tabs provide the perfect place to raise brand awareness with attendees. Space is limited.

SPONSORSHIPS

SOLUTIONS SHOWCASE

Exhibit Floor PlanHilton New Orleans Riverside

Grand Ballroom

6'

S

EXHIBITS

ENTRANCE TO

DEMOROOM 1

DEMOROOM 2

DEMOROOM 3

DEMOROOM 4

SEATING FOR 850

CY

BE

R C

AFE

TEMPORARYPLATFORM

103

105

107

109

111

201

202 203

204 205

206 207

208 209

20'210

300 301

302 303

304 305

306 307

309

20'

400

402 403

404 405

406 407

409

411

502

504

506

508

510

FOOD &

BEVERAGE

FOOD &

BEVERAGE

BARBAR

IMAJUNE 23 - 27, 2012

MANDALAY BAY CASINO & RESORTISLANDERS BALLROOM

SPONSORSHIP PRICING INCLUDES ONE 10’ X 10’ EXHIBIT BOOTH AND FOUR COMPLIMENTARY CONFERENCE REGISTRATIONS (TWO FULL REGISTRATIONS AND TWO HALL REGISTRATIONS)

General Rules

Any company exhibiting at IMA’s Annual Conference & Exposition (ACE) should

demonstrate related products and services that are of professional interest to IMA

members. IMA reserves the right to determine the eligibility of any company, product,

or service and the right to restrict, prohibit, or evict any exhibitor or product that, in

the opinion of IMA, detracts from the character of the ACE.

Rules and regulations specified in the application, as well as those contained in the

Exhibitor Resource Guide, will be strictly enforced. IMA may change, add, or delete

regulations, as is deemed necessary, without notice, to ensure the success of

the Conference.

Sharing and Subletting

No two companies may share exhibit space. A company is defined as the same business

or firm and can involve only a single line of business. Co-participation by another

corporation or firm or its representatives in space assigned to the original applicant

must be by prior written permission of IMA and may be subject to an additional charge

equal to one-half of the rental cost of the reserved space. Exhibitors may not permit

non-exhibiting companies’ representatives to work in their booth. Exhibitors agree not

to assign or sublet the whole or any portion of the rented space.

Promotional Materials

Sample articles, premiums, novelties, souvenirs, and printed educational and

promotional materials may be distributed from the confines of the exhibitor’s booth

only. Prize contests or drawings are permitted only with prior written approval by IMA.

IMA may, at any time, withhold or withdraw permission to distribute materials it may

consider objectionable.

Care of Premises

Exhibitors will be responsible for any damage done to the Hilton New Orleans Riverside

by them, their employees, or agents. No part of any exhibit, signs, or other material

may be posted, taped, nailed, screwed, or otherwise affixed to walls, doors, woodwork,

floors, or any horizontal or vertical surface within the Hilton New Orleans Riverside.

Helium balloons and tanks are prohibited.

Admission

IMA shall have sole control over show admission policies at all times. All personnel

visiting the exposition are required to wear an appropriate ID badge while in

attendance. All exhibitor personnel must wear an exhibitor’s badge or appropriate

Conference registration badge at all times. Exhibitor badges do not admit booth

personnel to any portion of the Conference other than the exhibit hall. Exhibitors who

wish to attend the Conference must register as individual attendees and are required

to submit a separate registration form and fee.

Respect for Other Exhibitors

Exhibits may not project beyond the space allotted. Exhibitors are not permitted to

give demonstrations that create interference with neighboring exhibitors or impede the

normal traffic flow in the aisles.

Liability and Hold Harmless

IMA will provide security during the official hours of installation and each night during

non-Conference hours and will exercise reasonable care for the protection of exhibitor

materials and displays. The exhibitor expressly understands and agrees he/she will make

no claim of any kind against IMA for any loss, damage, theft, or destruction of goods; or

for any injury that may occur to himself/herself or his/her employees while in attendance

at the IMA’s 94th Annual Conference & Exposition; or for any damage of any nature

or character whatsoever, and without limiting the foregoing, including any damage to

his/her business by reason of failure to provide space for an exhibit or removal of the

exhibit; or for any action of IMA in relation to the exhibit or exhibitor. The exhibitor shall

be solely responsible to its own agents and employees and to all third persons for all

claims, liabilities, actions, costs, damages, and expense arising out of or relating to the

custody, possession, operation, maintenance, or control of said exhibitor. Exhibitors

assume responsibility and agree to indemnify, defend, and hold harmless IMA and the

Hilton New Orleans Riverside, and their respective employees and agents against any

claim or expenses arising out of the use of the exposition premises.

Insurance

Prior to the ACE, exhibiting companies must procure, pay for, and maintain business

insurance coverage. IMA will require a Certificate of Insurance on file prior to the

Conference with the following limits of coverage:

• Comprehensive General Liability Insurance, including Personal Injury Liability and

Contractual Liability with limits of liability for bodily injury and property damage of

not less than $1,000,000 per occurance/$2,000,000 in the aggregate

• Workers’ Compensation and Employee Liability Insurance, including All Other

States Endorsement. The limit of liability under the Employee Liability section of the

Workers’ Compensation Insurance policy shall not be less than $100,000

• Comprehensive Motor Vehicle Liability Insurance should include limits of not less than

$1,000,000 for bodily injury and property damage resulting from any one occurrence

IMA and the Hilton New Orleans Riverside must be named as Additionally Insured for

all liability coverage and the Certificate of Insurance must state that fact. IMA and the

Hilton New Orleans Riverside will not be responsible for any loss or damage to any

tools, equipment, property, or material of exhibitor. It is therefore recommended that

your company maintain its own insurance for these items and take appropriate

action for your protection.

Exhibitor Cancellation

Written notice of cancellation of booth space must be received by IMA no later

than 60 days in advance of the scheduled exposition opening date or the exhibitor

will be held liable for the total booth space rental cost regardless of the reason for

cancellation, including cancellation due to the failure of an exhibit to arrive onsite.

Cancellation of exhibits prior to the 60 days will be subject to a $500 per booth

space service charge.

IMA shall not be responsible for shipping charges, construction costs, labor

charges, or expense for preparation of exhibits or any other expense in the event

that the exposition is postponed or cancelled for any reason whatsoever, or in the

event that the material fails to arrive.

Cancellation of the Exposition

If IMA should be prevented from holding the exposition for any reason beyond

IMA’s control (such as, but not limited to building, riots, strikes, or other labor

disputes, acts of government, acts of terrorism, or acts of God), then IMA has

the right to cancel the exposition or any part thereof, with no further liability to

the exhibitor other than a refund of exhibit fees less a proportionate share of the

exposition cost incurred.

Arrangement of Booth Space

The space provided will be arranged inline, based on the floor plan to the extent

possible. IMA reserves the right to change booth locations if deemed to be in

the best interest of the exposition. Booths cannot exceed the boundary of the

designated booth space. If an exhibitor plans to install a completely constructed

type of display that will not require the use of standard booth equipment, no

part thereof shall project to obstruct the view of adjacent booths. In addition, the

exhibitor must notify the drayage company.

Fire Protection

Demonstrations that create a fire, safety, or health hazard are not permitted.

All materials used for decorative purposes shall be flameproof. Crepe paper,

corrugated paper, cardboard, or other combustible materials are prohibited.

Explosive or flammable materials that conflict with the Underwriters’ Fire Protection

or Fire Department rules shall not be permitted.

Union Labor

Exhibitor shall be bound by all contracts in effect between service contractors, the

Hilton New Orleans Riverside, and labor organizations.

Installation and Dismantling

Dates and times are listed in the Exhibitor Resource Guide. Those exhibitors who

are not show ready by 2 p.m. on Sunday, June 23, 2013, will not be permitted

to set up their booth until after the close of the Networking Reception at 7 p.m.

Exhibitors who tear down before 7 p.m. on Monday, June 24, 2013, the official

close of the show, will be subject to a $500 fine.

Photography

Photographs and videos may not be taken of any booth or product other than

exhibitor’s own, except by the official IMA videographer/photographer.

Conflicting Events

Exhibitor shall not extend invitations, call meetings, hold hospitality events, or

otherwise encourage absence of visitors/attendees from the exhibit hall and

meeting rooms during the ACE.

Decorator Services

IMA has selected Freeman Company as the official service contractor. Drapery,

furniture, labor to set up and break down, shipping, and other special requirements

must be arranged through Freeman Company.

Service contractor information and order forms for floral, lighting, rigging, and

electrical will be made available to confirmed exhibitors no later than 90 days prior

to the Conference. Should you need to consult Freeman Company more than 90

days prior, contact them at their New Orleans office at (503) 733-7469.

Notification of Intent to Use Exhibitor Appointed Contractor

Notification of exhibitor intent to use a firm that is not an official service contractor

as designated by Show Management must complete the EAC form located on

www.imaconference.org and follow the mailing instructions. The completed form

must be received no later than May 24, 2013.

Registration and Housing

Information on registration and housing will be sent to registered exhibitors by

February 1, 2013. Register your booth personnel and obtain your housing as

soon as possible. Housing is reserved on a first-come, first-served basis. You are

encouraged to utilize IMA’s room block discounted rate.

EXHIBITOR RULES & REGULATIONS

Join us in New Orleans and Accelerate Your Top-Line Growth.

Engage with CFOs, controllers, finance department executives,

accountants, analysts, and other practitioners. Meet existing and

potential customers, gain qualified leads, and make business happen!

IMA members understand how products and services impact the

entire organization and not simply one functional area. This provides

you with numerous opportunities to cross-sell and up-sell.

IMA MEMBERSHIP PROFILE

Decision Makers

HOW LARGE ARE THEIR ORGANIZATIONS?

Company Revenue

Company Size by Employee

Senior-Level Executives

Directors or Controller Level

Accountants or Analysts

Educators or other

practitioner roles

15.2%

20.5%

35.3%

29.0%

Over $10 Billion

$500 Million - $10 Billion

$10 Million - $500 Million

Less than $10 Million

20.3%

36.5%

16.4%

26.8%

1 - 100

100 - 500

500 - 10,000

Over 10,000

20%29%

26%25%

IMA members work across a wide variety of industries and

are strategic advisors who:

• Align business strategy with operations to add value

and drive growth

• Recognize cost-effective solutions

• Provide decision support, planning, and control

• Evaluate business processes

• Budget and forecast

• Build and monitor internal controls and financial practices

Previous exhibitors and sponsors include:

• ERP-ERM-GRC-CPM-BPM-BI-BA platforms

• AR-AP-P2P accounting systems, document management

• Consulting, staffing, and job placement services

• Professional employer organizations, payroll and benefits

administration, and retirement planners

• Insurance, banking, and credit card companies

• Business services, copiers, publishers, certification training

material providers, professional development education

providers, and professional associations.

IMA®, the association of accountants and financial

professionals in business, is one of the largest and most

respected associations focused exclusively on advancing

the management accounting profession.

Globally, IMA supports the profession through research,

the CMA® (Certified Management Accountant) program,

continuing education, networking, and advocacy of the

highest ethical business practices. IMA has a global

network of more than 60,000 members in 120 countries

and 200 local chapter communities. IMA provides localized

services through its offices in Montvale, N.J., USA;

Zurich, Switzerland; Dubai, United Arab Emirates; and

Beijing, China.

Accelerate Top Line Growth

E X H I B I T O R & S P O N S O R S H I P P R O S P E C T U S

IMA’s 94th Annual

Conference & Exposition

Hilton New Orleans Riverside, New Orleans

June 22-26, 2013

General Rules Any company exhibiting at IMA’s Annual Conference & Exposition (ACE) should demonstrate related products and services that are of professional interest to IMA members. IMA reserves the right to determine the eligibility of any company, product, or service and the right to restrict, prohibit, or evict any exhibitor or product that, in the opinion of IMA, detracts from the character of the ACE.

Rules and regulations specified in the application, as well as those contained in the Exhibitor Resource Guide, will be strictly enforced. IMA may change, add, or delete regulations, as is deemed necessary, without notice, to ensure the success of the Conference.

Sharing and SublettingNo two companies may share exhibit space. A company is defined as the same business or firm and can involve only a single line of business. Co-participation by another corporation or firm or its representatives in space assigned to the original applicant must be by prior written permission of IMA and may be subject to an additional charge equal to one-half of the rental cost of the reserved space. Exhibitors may not permit non-exhibiting companies’ representatives to work in their booth. Exhibitors agree not to assign or sublet the whole or any portion of the rented space.

Promotional MaterialsSample articles, premiums, novelties, souvenirs, and printed educational and promotional materials may be distributed from the confines of the exhibitor’s booth only. Prize contests or drawings are permitted only with prior written approval by IMA. IMA may, at any time, withhold or withdraw permission to distribute materials it may consider objectionable.

Care of PremisesExhibitors will be responsible for any damage done to the Hilton New Orleans Riverside by them, their employees, or agents. No part of any exhibit, signs, or other material may be posted, taped, nailed, screwed, or otherwise affixed to walls, doors, woodwork, floors, or any horizontal or vertical surface within the Hilton New Orleans Riverside. Helium balloons and tanks are prohibited.

AdmissionIMA shall have sole control over show admission policies at all times. All personnel visiting the exposition are required to wear an appropriate ID badge while in attendance. All exhibitor personnel must wear an exhibitor’s badge or appropriate Conference registration badge at all times. Exhibitor badges do not admit booth personnel to any portion of the Conference other than the exhibit hall. Exhibitors who wish to attend the Conference must register as individual attendees and are required to submit a separate registration form and fee.

Respect for Other ExhibitorsExhibits may not project beyond the space allotted. Exhibitors are not permitted to give demonstrations that create interference with neighboring exhibitors or impede the normal traffic flow in the aisles.

Liability and Hold HarmlessIMA will provide security during the official hours of installation and each night during non-Conference hours and will exercise reasonable care for the protection of exhibitor materials and displays. The exhibitor expressly understands and agrees he/she will make no claim of any kind against IMA for any loss, damage, theft, or destruction of goods; or for any injury that may occur to himself/herself or his/her employees while in attendance at the IMA’s 94th Annual Conference & Exposition; or for any damage of any nature or character whatsoever, and without limiting the foregoing, including any damage to his/her business by reason of failure to provide space for an exhibit or removal of the exhibit; or for any action of IMA in relation to the exhibit or exhibitor. The exhibitor shall be solely responsible to its own agents and employees and to all third persons for all claims, liabilities, actions, costs, damages, and expense arising out of or relating to the custody, possession, operation, maintenance, or control of said exhibitor. Exhibitors assume responsibility and agree to indemnify, defend, and hold harmless IMA and the Hilton New Orleans Riverside, and their respective employees and agents against any claim or expenses arising out of the use of the exposition premises.

InsurancePrior to the ACE, exhibiting companies must procure, pay for, and maintain business insurance coverage. IMA will require a Certificate of Insurance on file prior to the Conference with the following limits of coverage:• Comprehensive General Liability Insurance, including Personal Injury Liability and

Contractual Liability with limits of liability for bodily injury and property damage of not less than $1,000,000 per occurance/$2,000,000 in the aggregate

• Workers’ Compensation and Employee Liability Insurance, including All Other States Endorsement. The limit of liability under the Employee Liability section of the Workers’ Compensation Insurance policy shall not be less than $100,000

• Comprehensive Motor Vehicle Liability Insurance should include limits of not less than $1,000,000 for bodily injury and property damage resulting from any one occurrence

IMA and the Hilton New Orleans Riverside must be named as Additionally Insured for all liability coverage and the Certificate of Insurance must state that fact. IMA and the Hilton New Orleans Riverside will not be responsible for any loss or damage to any tools, equipment, property, or material of exhibitor. It is therefore recommended that

your company maintain its own insurance for these items and take appropriate action for your protection.

Exhibitor CancellationWritten notice of cancellation of booth space must be received by IMA no later than 60 days in advance of the scheduled exposition opening date or the exhibitor will be held liable for the total booth space rental cost regardless of the reason for cancellation, including cancellation due to the failure of an exhibit to arrive onsite. Cancellation of exhibits prior to the 60 days will be subject to a $500 per booth space service charge.

IMA shall not be responsible for shipping charges, construction costs, labor charges, or expense for preparation of exhibits or any other expense in the event that the exposition is postponed or cancelled for any reason whatsoever, or in the event that the material fails to arrive.

Cancellation of the ExpositionIf IMA should be prevented from holding the exposition for any reason beyond IMA’s control (such as, but not limited to building, riots, strikes, or other labor disputes, acts of government, acts of terrorism, or acts of God), then IMA has the right to cancel the exposition or any part thereof, with no further liability to the exhibitor other than a refund of exhibit fees less a proportionate share of the exposition cost incurred.

Arrangement of Booth SpaceThe space provided will be arranged inline, based on the floor plan to the extent possible. IMA reserves the right to change booth locations if deemed to be in the best interest of the exposition. Booths cannot exceed the boundary of the designated booth space. If an exhibitor plans to install a completely constructed type of display that will not require the use of standard booth equipment, no part thereof shall project to obstruct the view of adjacent booths. In addition, the exhibitor must notify the drayage company.

Fire ProtectionDemonstrations that create a fire, safety, or health hazard are not permitted. All materials used for decorative purposes shall be flameproof. Crepe paper, corrugated paper, cardboard, or other combustible materials are prohibited. Explosive or flammable materials that conflict with the Underwriters’ Fire Protection or Fire Department rules shall not be permitted.

Union LaborExhibitor shall be bound by all contracts in effect between service contractors, the Hilton New Orleans Riverside, and labor organizations.

Installation and DismantlingDates and times are listed in the Exhibitor Resource Guide. Those exhibitors who are not show ready by 2 p.m. on Sunday, June 23, 2013, will not be permitted to set up their booth until after the close of the Networking Reception at 7 p.m. Exhibitors who tear down before 7 p.m. on Monday, June 24, 2013, the official close of the show, will be subject to a $500 fine.

PhotographyPhotographs and videos may not be taken of any booth or product other than exhibitor’s own, except by the official IMA videographer/photographer.

Conflicting EventsExhibitor shall not extend invitations, call meetings, hold hospitality events, or otherwise encourage absence of visitors/attendees from the exhibit hall and meeting rooms during the ACE.

Decorator ServicesIMA has selected Freeman Company as the official service contractor. Drapery, furniture, labor to set up and break down, shipping, and other special requirements must be arranged through Freeman Company.

Service contractor information and order forms for floral, lighting, rigging, and electrical will be made available to confirmed exhibitors no later than 90 days prior to the Conference. Should you need to consult Freeman Company more than 90 days prior, contact them at their New Orleans office at (503) 733-7469.

Notification of Intent to Use Exhibitor Appointed ContractorNotification of exhibitor intent to use a firm that is not an official service contractor as designated by Show Management must complete the EAC form located on www.imaconference.org and follow the mailing instructions. The completed form must be received no later than May 24, 2013.

Registration and HousingInformation on registration and housing will be sent to registered exhibitors by February 1, 2013. Register your booth personnel and obtain your housing as soon as possible. Housing is reserved on a first-come, first-served basis. You are encouraged to utilize IMA’s room block discounted rate.

EXHIBITOR RULES & REGULATIONSJoin us in New Orleans and Accelerate Your Top-Line Growth.

Engage with CFOs, controllers, finance department executives,

accountants, analysts, and other practitioners. Meet existing and

potential customers, gain qualified leads, and make business happen!

IMA members understand how products and services impact the

entire organization and not simply one functional area. This provides

you with numerous opportunities to cross-sell and up-sell.

IMA MEMBERSHIP PROFILEDecision Makers

HOW LARGE ARE THEIR ORGANIZATIONS?Company Revenue

Company Size by Employee

Senior-Level Executives

Directors or Controller Level

Accountants or Analysts

Educators or other practitioner roles

15.2%

20.5%

35.3%

29.0%

Over $10 Billion

$500 Million - $10 Billion

$10 Million - $500 Million

Less than $10 Million

20.3%

36.5%

16.4%

26.8%

1 - 100

100 - 500

500 - 10,000

Over 10,000

20%29%

26%

25%

IMA members work across a wide variety of industries and are strategic advisors who:• Align business strategy with operations to add value

and drive growth • Recognize cost-effective solutions• Provide decision support, planning, and control • Evaluate business processes• Budget and forecast• Build and monitor internal controls and financial practices

Previous exhibitors and sponsors include:• ERP-ERM-GRC-CPM-BPM-BI-BA platforms• AR-AP-P2P accounting systems, document management• Consulting, staffing, and job placement services• Professional employer organizations, payroll and benefits

administration, and retirement planners • Insurance, banking, and credit card companies• Business services, copiers, publishers, certification training

material providers, professional development education providers, and professional associations.

IMA®, the association of accountants and financial professionals in business, is one of the largest and most respected associations focused exclusively on advancing the management accounting profession.

Globally, IMA supports the profession through research, the CMA® (Certified Management Accountant) program, continuing education, networking, and advocacy of the highest ethical business practices. IMA has a global network of more than 60,000 members in 120 countries and 200 local chapter communities. IMA provides localized services through its offices in Montvale, N.J., USA; Zurich, Switzerland; Dubai, United Arab Emirates; and Beijing, China.

Accelerate Top Line Growth

E X H I B I T O R & S P O N S O R S H I P P R O S P E C T U S

IMA’s 94th Annual Conference & Exposition

Hilton New Orleans Riverside, New Orleans June 22-26, 2013

Andersen Interior Contracting, Inc.

Anderson Interior ContractingFairfield, NJ

Logo, Brochure, Folder, Newsletters and Advertisement, 2002

&Certified Public Accountants & Wealth Management

&Certified Public Accountants & Wealth Management

Bernath & Rosenberg, P.C.Certified Public Accountants & Wealth ManagementNew York, NY

Brochure and Logo Design, 2011

Guy CarpenterNew York, NY

Report, Fact Sheets, Invitation, 2010

Towers Perrin Valhalla, NY

Annual Report 2000Typography Illustrations by Heidi Gross Design

Marsh New York, NY

Reports 2005-2009

Difficulty

BASIC: Requires no expertise, just some of your time.

INTERMEDIATE: Requires some knowledge of the fundamentals and a bit more of a time commitment than the basics.

ADVANCED: Requires a solid understanding of the basics.

Time

Our icons will tell you if the task should take a few minutes, a day or longer.

Each task in this guide has a rating and a time-commitment icon to let you see at a glance

how easy it will be to finish.

ABOUT THIS GUIDE

Basic

Intermediate

Advanced

10 minutes 1 hour

3Days

1Day

10 minutesBasic

Basic

Basic 1Day

Intermediate 1Day

Intermediate

3Days

3Days

Advanced 3Days

CONTENTS

WELCOME.................... Page 1It’s Time to Get Online!

CHAPTER 1................... Page 2 Grow and Thrive Online

By Carrie Wilkerson

CHAPTER 2................... Page 6 Be Visible Online:

Create Your Website

By Anita Campbell

CHAPTER 3................... Page 13 Drive Traffic to Your Website

By Anita Campbell

CHAPTER 4................... Page 17 Get Found Online in Your Town

By John Jantsch

CHAPTER 5.................. Page 21Build a Community of People

Who Love Your Business

By David Garland

CHAPTER 6................... Page 26Serve Your Customers

Wherever They Are

By Alice Bredin

CHAPTER 7................... Page 29 Understand What Works

Through Measurement

By John Jantsch

CONCLUSION................ Page 33 KEY TERMS.................. Page 34

ABOUT THE AUTHORS....Page 36

1 BIA/Kelsey’s (User View Wave Vii an ongoing consumer tracking study conducted with research partner ConStat.) March 2010

How-to-Guide For Getting Your Business Online l 1

The World Wide Web is now the primary way that people figure out what

they want to buy.

97% of consumers search online for products and services.1

It is very often where they place their order, too!

This is terrific news for small business owners looking to find new customers

and grow their businesses. Why? Because it has never been easier, cheaper or

quicker to promote your business online.

This guide and workbook will show you what’s required to get your business

online and will lead you through the process. We asked some of the country’s

leading marketing specialists to give us their secret success tips for:

Creating your website

Driving visitors to it

Getting found online in your town

Building a loyal set of fans

Serving your customers wherever they are

Learning what works through measurement

Each section of this guide has time and difficulty icons to tell you

how long a task will take and how challenging it will be. The workbook

www.americagetonline.com has checklists and resources to help move

you through the process.

Like any new endeavor, the hardest part is getting started. But guess what?

You’ve already done that if you’ve read this far.

We wish you success as you begin your journey, and we’ll see you online.

WELCOME

It’s Time to Get Online!

Think about your personal life. Do you rely on email to stay in touch

with family and friends? Do you navigate your car using online

directions, or do you look for movies and restaurants online? The internet is

embedded in our lives. The same is true for the business world. Many of the

conversations we used to have face-to-face are now done online using email or

social networking.

Nearly all consumers — 97% — use online media when researching products or services in their local area.2

If those consumers don’t see you when they search online,

then you’re invisible to them. Basically, you don’t exist.

Extreme statement? Not really. Printed phone

directories go quickly into the recycling bin. Billboards,

television ads and radio spots might grab our attention, but

then send us to “.com” addresses to learn more.

Word-of-mouth referrals — someone who eats at your

restaurant or buys from your company and writes about you

online — are becoming central to how potential customers or

clients decide what to buy. What does this mean?

Your critics — and fans — are everywhere.

2 l How-to-Guide For Getting Your Business Online

Grow and Thrive OnlineBy Carrie Wilkerson

Why is a website important? It helps make it easier for

customers to find your store location, hours

and any special offers you may have.

HOT TIP

2 BIA/Kelsey and ConStat, www.kelseygroup.com/press/pr100310.asp

CHAPTER 1

Detroit Manufacturer Finds Ideal

Relationship with Google

Frank Venegas Jr. started Ideal Group Inc. in 1979 after selling a Cadillac he won in a

raffle to fund his steel delivery business. Ideal Group has grown into one of the largest

Hispanic-owned businesses in the country with five divisions, 250 employees and

annual revenues of $170 million. Still, it’s a business rooted in family. Frank’s brother,

Loren, is president; daughter Linzie is marketing director; and son Jesse is a

business unit manager.

For more than a decade, Google and its AdWords paid advertising service have played

a big part in the success of one of Ideal Group’s divisions — Ideal Shield® — helping

increase sales up to 40% every year. Ideal Shield was founded in Detroit in 1996 to

manufacture handrails, guardrails and bollard covers for customers like Wal-Mart,

JPMorgan Chase and Walt Disney World®.

DRIVE RESULTS WITH ADWORDS

Ideal Shield uses Google AdWords to drive prospects

to its website. Today, the company sees $18.92 return

on investment on every AdWords dollar spent. Of new

leads, 50% come from the website; of that, 80% come

from Google AdWords and people who find the site

using the Google search engine.

“AdWords has grown our sales 30% to 40% every year,”

says Linzie Venegas. “Most online customers just want

low price and fast delivery, so we try to target keyword

campaigns around that. Once we started writing to that, we began to see our click-

through rates go higher.”

Ideal Shield’s typical customers are contractors and architects wanting immediate

solutions for projects. Customers can visit the company’s site to request a quote, chat

live with a representative to receive quote information or call for pricing information.

The sales cycle can range from one day to one year, depending on when a job is

scheduled to start.

Venegas currently buys 254 keywords, ranging from “bollard covers” and “sign bases”

to “bumper post sleeves” and “handrails.” To help select keywords, the Ideal Shield team

talks to customers and tracks competitors’ sites. Ideal Shield also uses conversion

tracking to analyze and track what keywords and landing pages are most effective.

Venegas is a firm believer in AdWords for business growth. “If you’re not using Google

AdWords, you’re missing 20% to 30% of your business.”

IDEAL SHIELD

www.idealshield.com

HISTORY

Founded in 1996, Ideal Shield is

a division of Detroit-based Ideal

Group, one of the largest

Hispanic-owned businesses

in the United States.

GOOGLE SERVICES

Uses Google AdWords to drive

potential customers to website

and Google Analytics to

understand how visitors arrive

and what they do while on the

site. Also posts how-to videos

on YouTubeTM .

RESULTS

For every $1 spent on AdWords,

the company sees $18.92 ROI;

AdWords has helped grow sales

30% to 40% every year.

For more information about this

business, scan the QR code

with your mobile phone.

http://goo.gl/3Rahd

“If you’re not using

Google AdWords,

you’re missing

out on 20% to 30%

of your business.”

— Linzie Venegas, Marketing

Director, Ideal Shield

Linzie Venegas,

Marketing Director

Unleash the power of digital with Google’s online business tools.

Learn more and sign up at google.com/ads/accelerate

Accelerate

Small Business InsightsResearch and News About the Small Business Community

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Small Business ResearchText placed here. This is a placeholder for text to be placed here. Text placed here. Text placed here. This is a placeholder for text to be placed here.

Special Topic: Small Business Week

Public Policy

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Google Research

Will Harris, White Oak Pictures

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Small BusinessVoices

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June 2011

This newsletter is INTERNAL ONLY. Please do not forward outside of Google

Bredin BusinessCambridge, MA

Google Online Manual 2011Email Template & Fact Sheet 2011

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Imagine GoldHackensack, NJ

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Uneeda EnterpriseEKAMANT Sandpaper

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HonoringChildren andYoung Adults

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Roger E. ClarkeGolf & Tennis Outing

The Third AnnualRoger E. Clarke Golf and

Tennis OutingWE’RE STRONGER WHEN WE WORK TOGETHER

The Wyckoff Y helps all children develop in spirit, mind and body;

including children with special needs. The Y provides comprehensive

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their families.

• Billy’s Buddies creates awareness and acceptance of individuals with

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organization providing occupational and social skills programs for

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THE Y DIFFERENCE

Your participation in the Fall Classic Supports

The Roger E. Clarke Scholarship Fund

The Annual Buddy Walk

The residents of the Quest Program in their educational

and recreational endeavors Rising Stars Camp Program, a

summer camp for children 6-12 with autism

The Creation and Development of new programs for Shining Star

www.wyckoffymca.org

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Wyckoff - Franklin Lakes29th Annual

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Join the Wyckoff YMCAduring our Open House Week &receive a special gift from Santa!

Saturday, December 3through

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Sant_Postcard.indd 1 11/4/11 12:15 PM

Membership Open House at The Wyckoff Y

Don’t “pass” up the opportunity to see all the Y has to offer!

Saturday, March 5, 9am-noon

CAMP WYDACA 2011

TAKING STOCK: SHAPING THE NEW AGE IN CORPORATE RESPONSIBILITY 10

Shaping the New Age in Corporate Responsibility

ANNUAL REPORT 2010-2011

TAKING STOCK:

Annula_Report.indd 1 8/26/11 11:22 AM

INTERFAITH CENTER FOR CORPORATE RESPONSIBILITY2

s we remember our beginning in 1971, it is inspiring to see not only how we’ve developed as an

organization, but how the corporate responsibility movement that we helped found 40 years ago has matured and progressed as well. Truly this is the

year for reflection, and for us all to take stock of our many accomplishments as ICCR assumes its rightful place in both the legacy and the new age of corporate responsibility.

During this past year, members and staff have engaged in significant collaborative efforts to implement ICCR’s new program area priorities, and all are to be commended for the progress achieved and the foundation they have laid for future work. Consistent with our mission of leading from a perspective of faith, safeguarding human rights continues to drive ICCR members’ efforts to transform the corporate world. This summer’s release of ICCR’s new Social Sustainability Resource Guide is another example of the splendid col-laboration of members, staff and our network of allies, including some of the world’s most influential companies and NGOs. The SSRG showcases best practices to measure the social impact of initiatives that help build a more sustainable world. The work is still in its infancy, but it advances the corporate responsibility conversation immeasurably, and we are eager to see this innovative tool put into practice in the field. We invite your continued feedback and input to help make the SSRG an even more effective tool in the future.

As we recall our four decades of service and the challenges along the way, we appreci-ate the record of influence we have built, evidenced by the enduring and respectful relation-ships between ICCR members and our corporate partners. We recognize the tremendous strides made by many of the companies we have worked with, and roundly applaud them for their progress. Know that we will persist in asking the important questions and raising the right concerns as we work together to promote just and sustainable business practices.

We would be remiss if we didn’t acknowledge the founding ICCR members who have brought us to this pivotal moment. Their enduring commitment and crusading spirit are emblematic of our activist beginnings, and through their legacy a clear path forward has been forged for the next generation of shareholder advocates: we owe them all an enor-mous debt of gratitude.

As Nelson Mandela said, “After climbing a great hill, one only finds many more hills to climb.” We pause briefly at this 40 year summit to admire the view and, with a renewed sense of purpose, continue forward.

With appreciation to all,

Susan Smith Makos

LETTER FROM THE CHAIR



his year’s annual report represents a milestone for our organization, our much anticipated 40th anniversary year. ICCR has a long record of significant accom-plishment as a truly pioneering organization. This past year we have taken time to celebrate that history, kicking off the year with another spectacular annual special event in New York

City last September and for our annual general meeting this past June, we had a week of solid work and festive celebration in Chicago.

Since that time I’ve noticed a deepening sense of awe as we’ve reflected on the accom-plishments and progress made since ICCR’s founding in 1971.

In my brief introduction to this year’s report, I won’t even try to describe the arc of ICCR’s four decades of engagement. The persistence and commitment of our members as they have worked to build a more just and sustainable corporate world is impossible to capture in a few short paragraphs. I can share that throughout this year ICCR has put forth a strong and intentional effort to ensure the story of our first forty years is preserved, docu-mented, reviewed, and reflected upon.

As I compose this letter, my fifth introduction to this annual document, I continue to be profoundly moved by the extraordinary accomplishments of everyone involved in ICCR’s mission. First and foremost of course is the contribution of our members and their corpo-rate partners: their inspired faith and commitment to real progress never wavers. This year, the accomplishments of my colleagues on ICCR’s staff were especially noteworthy, with the launch of a new, and vastly improved member networking site and the publication of ICCR’s Social Sustainability Resource Guide in addition to their steadfast efforts on behalf of our shared goals.

I have only been a part of ICCR’s work for a fraction of its history and yet I have the privilege of representing this body of work at gatherings around the globe. The community of investors, scholars and activists who continue to be inspired by the faith and commitment of ICCR’s members continues to grow. By working together, we can insure that the next forty years will be just as remarkable as the first.

For all of us who are committed to ICCR’s future, let’s agree that Walter Pitkin had it right when he opined that “life begins at forty!”

With gratitude for your hard work and generous support,

Laura Berry

Letter From The EXECUTIVE DIRECTOR


Interfaith Center for Corporate Responsibility(ICCR)New York, NY

Annual Reports 2011, 2012

SACRED RITES AND HUMAN RIGHTSEmerging Strategic Area: Water

“This is an exceptional year for ICCR. Their work over 40 years to address some of the planet’s toughest issues is indeed a legacy to be celebrated. Over the years, The Coca-Cola Company built a relationship of trust and respect with ICCR as we worked together to address many challenges facing our company. This collaboration on a range of issues from workplace rights to water stewardship has truly led to improvement in our policies and practices.” Mark Preisinger, Director of Corporate Governance, The Coca-Cola Company


When ICCR undertook a comprehensive assessment and prioritization of our issue work in 2010, something fundamental that we have always understood emerged about the essence of our organization: what has defined us from our inception and continues to distin-guish our work from other investor coalitions is our social justice focus. For while we are very active on environmental and governance concerns, the lens through which we view all our issue work is clearly a human rights lens… how communities and the people living in them are impacted by business practices is what spurs us to action.

When we surveyed our many initiatives last year it also became evident that there were two overarching “bridges” connecting the vast majority of our work. Food and water, sacred to most faith traditions, have been identified as the two strategic priority areas where the synergies across so many of our initiatives are concentrated. Said Nadira Narine, Program Director of Strategic Initiatives, “ICCR mem-bers will intentionally focus future corporate engagements to ensure that the human right to water and food is a major thrust in our program work going forward.”

The Freshwater Crisis

Although access to water is a human right recognized by the United Nations, over 1 billion people presently lack safe water for consumption and sanitation. The freshwater that sustains all life constitutes less than 3% of the earth’s water, and only one third of this is accessible, making our current patterns of water use deeply unsustainable.

With agriculture accounting for close to 70% of the world’s water use, and industry 22%, corporations can play a key role in help-ing alleviate the freshwater crisis. In many water-scarce parts of the world, water allocated to multinational corporations reduces the amount available for individual and domestic uses such as subsistence farming.

For nearly a decade, ICCR Members have engaged key business sectors such as energy, food and beverages on water issues. What distinguishes ICCR’s work from that of many other NGOs working for water justice is its emphasis on the importance of measuring social risk. Says Narine, “ICCR is developing criteria that will not only help protect against the growing threat of water scarcity, but will ensure the right of all people to sufficient, safe, acceptable, physically accessible, and affordable water, which is the definition of the Human Right to Water.”



Trusted Consultants on Water

Sustainability Initiatives

Water scarcity and the externalities of manufacturing and processing pose a range of water-related risks to businesses, from higher costs due to scarce supplies, to major business disruptions from loss of license to operate and reputational damage.

Said Christina Herman of the Missionary Oblates of Mary Immaculate, “We approach the process of corporate dialogue with a deep commitment to the common good. Compa-nies concerned both to do the right thing, and aware of the value of their brand listen closely to our feedback on their plans and operations. This has been particularly true in the area of water, which is vital to life itself. Not only is poor water management a reputational risk, but it threatens the very communities – and hence the markets – on which the companies depend.”

Anna Bradley, Consultant for Socially Re-sponsible Investing for the Jesuit Conference, further clarifies ICCR’s aims: “We are seeking to make meaningful, systematic and compa-rable reporting on water a standard corporate practice globally.”

As investors and stakeholders in the long-term success of these companies, ICCR members help companies measure their water footprints and implement programs that will help them achieve their water sustainability goals. Says Bradley, “We are asking companies to measure impact beyond their own industrial ‘fence-lines’, and assess the water risks posed by their contract farmers and other major suppliers.”

Leaders in Sustainable Water Use

At the one-year anniversary of the UN’s adoption of the Human Right to Water, several of the companies ICCR members engage have shown tremendous leadership.

The Coca Cola Company has developed a state-of-the-art facility-level water risk assess-ment and management program for its global operations. Said Herman, “While Coke has not yet gone public with a human right to water policy, it has some of the best water data and management practices in the world.” Continues Herman, “The company has invested millions in important watershed conservation and sustainable community water programs in poor areas across the globe in an effort to offset its own water use.”

Meanwhile, as a result of dialogues with the Jesuits, Bunge has used the World Business Council for Sustainable Development’s “Water Tool” to identify 17 of its facilities that are near or adjacent to areas of water stress. The company also formed a new Water Taskforce to educate its operating units on water risks and to seek appropriate solutions.

And according to Patricia Jones, Envi-ronmental Justice Program Manager of the Unitarian Universalist Service Committee, “PepsiCo has set the high water mark for private sector bulk-water users by adopting the first human right to water policy, and by beginning negotiations with civil society and affected communities to implement a human right to water impact assessment of its operations.”

Our corporate partners’ leadership in setting meaningful goals for increased water efficiency, and in providing more systematic disclosure of water risks gives us real hope that we will be able to successfully navigate the water challenges that lie ahead.


Valuing Questions, Questioning Values

investments as a catalyst for social change?


BLUE gOLD

The classic image of the Earth seen from space as a water-filled “blue marble” belies the reality that we are

living in a time of freshwater scarcity. While 70 percent of the Earth’s surface is covered by water, only 2.6 percent of it is usable freshwater and only a third of that is easily accessible. Demand for this precious and limited resource is being driven by the need to produce food and energy for the world’s growing population: each year an additional 64 billion cubic meters of freshwater are needed for the roughly 80 million more people alive on the planet. The topic of water justice is being hotly discussed in international forums like the United Nations and World Social Forum, where competition for freshwater resources is increasingly acknowledged as the likeliest cause of international conflict. Clearly, sustainable solutions to the world’s freshwater crisis are urgently needed.

SAFEgUARDINg THE HUMAN RIgHT TO wATER

“ICCR members have advocated since the early 1970s for the protection of the planet’s water as a moral mandate, and as a matter of both environmental and social justice,” said Nadira Narine, Program Director for Strategic Initiatives. “Good corporate water stewardship

requires responsible planning for resources and considers all the potential environmental and social impacts throughout a company’s supply chain,” she continued.

In 2011, the joint World Health Organization and UNICEF update on progress toward meeting the Millennium Development Goals on water and sanitation found that 884 million people do not have access to a safe drinking water source. In addition, the United Nations Environment Program reports that human activities such as agricultural production, industry, energy production, mining, and human waste threaten existing water resources with heavy metals, organic compounds, excessive nutrients, temperature changes, and pathogens.

According to the CEO Water Mandate: Companies face physical risks due to water stress, flooding or pollution. Because water is a human right and critical to the functioning of healthy communities and ecosystems, it can pose a reputational risk to companies that are perceived to be irresponsible water stewards. When companies withdraw, consume, or pollute water resources, they can create a range of impacts for surrounding communities. Excessive water consumption can reduce the availability of water for basic human needs such as drinking water, sanitation, or food supply, as well as negatively affect the livelihoods of communities.

Valuing Questions, Questioning Values 11

In their dialogues with corporations, ICCR members call on them to adopt policies that uphold the human right to water (HRTW) as defined by the UN in its Guiding Principles on Business and Human Rights’ “Protect, Respect and Remedy” framework, which establishes the following elements of the right to water: availability, safety, acceptability, accessibility, affordability, participation, non-discrimination and accountability.

Further, there is new evidence that going forward, companies may be compelled by law to adopt HRTW protocols. AB 685 is a landmark bill currently pending in California that would recognize safe and affordable water as a basic human right, and would help the 11.5 million Californians who do not currently have safe drinking water. Said Patricia Jones of the UUSC, “For good reason, corporations are becoming much more aware of their responsibilities with respect to water and are developing and implementing more sustainable practices regarding its use.”

In an effort to help corporations

measure and benchmark their performance in the area of water stewardship, this year ICCR published its Statement of Principles and Recommendations for Corporate Water Stewardship. ICCR members are also developing a guidance document to help companies implement HRTW policies. Observed Jones, “ICCR has

already seen significant progress in its sustainable water campaign – several companies have already adopted corporate policies on the human right to water. These companies – PepsiCo, Intel, Procter & Gamble, and Connecticut Water – recognize that they have the

responsibility to prevent and address the risk of adverse impacts on human rights linked to their business activities.”

In February 2013, ICCR will convene companies, communities, NGOs, socially responsible investors, and other stakeholders for a roundtable to discuss community impacts and related risks in water-stressed areas of the world. The objective of the roundtable will be to identify and build good corporate practices related to community sustainability and provide an initial framework for corporate

“Because water is a human

right and critical to the func-

tioning of healthy communities

and ecosystems, it can pose a

reputational risk to companies

that are perceived to be irre-

sponsible water stewards.”

The CEO Water Mandate

Recommended Elements of a Corporate policy on the Human Right to Safe Drinking water

In order to respect the human right to water of individuals in the communities where they operate, companies should: • Issue a public statement on the human right to water as defined by General Comment 15,

UN Committee on Economic, Social and Cultural Rights, and United Nations Human Rights Council resolution (A/HRC/RES/15/9) that includes the following elements of the human right to water: availability, safety, acceptability, accessibility, affordability, participation, non-discrimination and accountability;

• Develop a policy requiring a human rights impact assessment to be conducted in countries with poor human rights records, as evidenced by credible report by independent human rights organizations, or by the U.S. State Department’s annual country reports on human rights;

• Develop a plan that implements provisions for secure and independent engagement with local affected communities.

In the early 1970s, a handful of faith-based organizations with investments in

companies doing business in Apartheid South Africa joined forces and petitioned

corporations to withdraw from the country until the shameful practice was eradicated:

and thus, a movement was born. Currently celebrating its 40th year, the Interfaith

Center on Corporate Responsibility remains the pioneer coalition of active

shareowners who view the management of their investments as a catalyst for

promoting justice and sustainability in the world. Comprising nearly 300 organizations

including faith communities, SRI asset management firms, universities, pension funds and

unions with collective assets totaling over $100 billion, ICCR members help shape

corporate policy on a host of environmental, social and economic justice concerns.

Harnessing their power as active shareowners, ICCR members promote corporate

transformation from the inside by partnering with management to implement just

and sustainable practices that ensure long-term business growth while improving

environmental and social impacts. With 40 years of experience in corporate

engagement with some of the world’s biggest companies, ICCR members are a

respected voice in the development of corporate social responsibility policies. A few

examples of the many issues our members address are: human trafficking and supply

chain accountability, access to affordable medicines and health care, the reformation

of our financial services sector, governance policies including executive compensation

and corporate political contributions, and a host of environmental impacts.

ICCR’s global network includes like-minded investor coalitions, NGOs,

academics, CSR thought leaders, faith-based and grass roots organizations, and

public policymakers that together form a powerful multi-stakeholder alliance. If you

represent an organization with institutional investments, we hope you will consider

becoming a member of our coalition. There are also many ways for individuals

to participate in and support our work and you can learn about them by visiting

our website www.iccr.org. For further information about ICCR institutional

membership opportunities, contact our Member Relations Associate,

Allison Lander at 212-870-2984 or [email protected].

Anti-Apartheid Demonstration, 1980

ICCR member Dialogue with Hormel, October 2010

Reimagining Global Prosperity, October 2010

As we look towards the next 40 years, we hope you will join us on our continuing journey to create a more just and sustainable world.

40 Years of Faithful Investments in justice and sustainability

Transforming the Corporate World for the Common Good

The ICCR Alliance: Inspired by Faith, Committed to Action

Inspired by Faith, Committed to Action

ICCR_Flyer.indd 1 4/1/11 3:48 PM

The Corporate ExaminerVol. 37, No. 7, Spring 2012

The Silent

Majority

Finds Its

Voice



Building Sustainable Communities through Multi-Party Collaboration

I C C R ’ S S O C I A L S U S TA I N A B I L I T Y R E S O U R C E G U I D E



SSRG_Covers.indd 3 5/18/11 2:14 PM

Interfaith Center for Corporate Responsibility(ICCR)

Reports and Magazines 2011, 2012

The Corporate ExaminerVol. 37, No. 8, Summer 2012

The Company We Keep



World of HiberniaHo Ho Kus, NJ, Dublin, Ireland

Irish ConnectionsNew York, NY

Magazine-Various Spreads, 2004-2009

C l i e n t l i s t :

Institute of Management Accounting

Guy Carpenter

Wyckoff Family YMCA

Bernath & Rosenberg

Uneeda Enterprise

Marsh

Towers Perrin

Tillinghast Towers Perrin

KPMG LLP

KPMG Consulting

World of Hibernia Magazine

Interfaith Center for Corporate Responsibility

Irish Connections Magazine

The Irish Examiner

Cadogen Publishing

AFEE

Benjamin Moore

CogniMed Inc.

JW Pet, Inc.

Imagine Gold Inc.

Andersen Interior Contracting, Inc.

Little Feat Poster

YMCA Catalog Cover

Editorial -Family Heritage

Music from the Heart Poster

Illu

stra

tion

s

H e i d i G r o s s d e s i G n

51 Berkshire Place, Allendale, New Jersey 07401

[email protected]

tel 201-760-1981, cell 201-747-2874

graphic design • art direction

Documents

HG Design Slideshare 2012