2015 Marketing Guide

Grow Your Business

South Carolina Association of CPAs 2015 Exhibit, Sponsorship & Advertising Opportunities

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.

Prices listed are valid Jan. 1 - Dec. 31, 2015

Table of Contents CONFERENCES & SEMINARS

PRINT ADVERTISING

Conference Sponsorhips ………

Conference Exhibitors ……………

Schedule, Details & Rates ………

Terms of the Contract ……………

Registration Application 2014……

4 5 6 11 12

EXCLUSIVE EVENTS Professional Issues Updates Series 8 New CPA Oath Ceremony ……… 8

CPA Report………………………… 13 Classifieds ………………………… 13 CPE Catalog ……………………… 13

ELECTRONIC ADVERTISING Current Assets……………………… 14 CPE Source ………………………… 14 Web Site ………………………… 14

CONTRACTS/FORMS

SCHOLARSHIPS Scholarships ……………………… 9

Print and Electronic Advertising 16 Classifieds ………………………… 17 Affinity Program ………………… 18

Contact Us Brookland Place, 1300 12th Street, Suite D | Cayce, SC 29033 (803) 791-4181 or (888) 557-4814 toll free (803) 791-4196 fax www.scacpa.org

EXHIBITS & SPONSORSHIPS Meredith Williams – Extension 110 | mwilliams@scacpa.org

AFFINITY PROGRAMS Maureen Taylor – Extension 105 | mtaylor@scacpa.org

PUBLICATION & WEBSITE ADVERTISING Maureen Taylor – Extension 105 | mtaylor@scacpa.org

www.scacpa.org/marketingguide

Conference Sponsorships Network with your target market, herald your name and interests and explain your products and services in a one-on-one atmosphere.

Diamond Sponsorship

SCACPA’s Diamond Sponsorship offers you a chance to shine in front of our members.

Limited to two vendors per one day conference and four vendors per two day conference, the Diamond Sponsorship includes: • Opportunity to conduct a one-hour bonus session, including product demonstration if applicable.

(Please note the bonus session may qualify for CPE credits; attendees will be required to register for the session).

CPE content must be approved by SCACPA staff four months prior to the conference.

• Company listing in conference materials • Company listing in electronic conference brochure with link to company Web site and company listing on printed postcard • One 8 ft. table top exhibit, including one table and two chairs • Two lunch passes for networking with attendees, per day • Mailing list of attendees provide at event (provided electronically upon request) Please note: Sponsorships are sold on a first-come, first-serve basis and are limited to one per business type, per conference (ex. one consulting, one CPA firm etc.)

Gold Sponsorship

Limited to one per business type (i.e. one consulting firm, one CPA firm, one placement firm, etc.)

• Entire exhibitor package (see page 6) • 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) • Mailing list of attendees provided at event (provided electronically upon request) • Company logo with link and description (50 words or less) on the SCACPA marketplace Web page

Silver Sponsorship

Limited to one per business type (i.e. one consulting firm, one CPA firm, one placement firm, etc.)

• Entire exhibitor package (see page 6) • 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 • Mailing 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 Sponsorships

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

Contact: Meredith Williams at 803-791-4181, ext. 110 mwilliams@scacpa.org Sponsor/Exhibitor Application: pages 11-12

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(803) 791-4181 | www.scacpa.org

Conference Sponsorship Opportunities

Conference dates are subject to change. Visit www.scacpa.org for more detailed information on conferences and workshops.

CPA Summit

Federal Tax Updates with Walter Nunnallee

Columbia | Nov. 11-12, 2015 Anticipated attendance: 250 This two-day event is targeting towards all CPAs. It features four tracks, including sessions in A&A, tax, technology and industry with specific sessions approved for CFP and CLE credit. For event information, visit www.scacpa.org.

One-day seminar designed for CPAs with one or more years of tax season experience.

Columbia | Dec. 17, 2015 Average Attendance: 300 Gold Sponsorship: $1200 | After Oct. 29 $1400 Silver Sponsorship: $950 | After Nov. 3: $1150 Brochure publication deadline: Sept. 25, 2015

Diamond Sponsorship: $2600 Gold Sponsorship: $1200 | After Sept. 17: $1400 Silver Sponsorship: $950 | After Sept. 17: $1150 Brochure publication deadline: Aug. 20, 2015

Greenville | Dec. 18, 2015 Average Attendance: 300 Gold Sponsorship: $1200 | After Oct.30: $1400 Silver Sponsorship: $950 | After Oct.30: $1150 Brochure publication deadline: Sept. 25, 2015

Accounting and Auditing Conference

u NOTE: See page 6 for more details on special rates, our cancellation policy and sponsor applications.

Marriott - Charleston | Dec. 7-8, 2015 Anticipated attendance: 225 CPAs in public practice, industry, and government attend this top-rated conference. For event information, visit www.scacpa.org/A&A2015.

Diamond Sponsorship: $2600 Gold Sponsorship: $1200 | After Oct. 20: $1400 Silver Sponsorship: $950 | After Oct. 20: $1150 Conference Attendee Gift Sponsor: Call for quote Brochure publication deadline: Sept. 15, 2015

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(803) 791-4181 | www.scacpa.org

Conference Exhibitors

Exhibiting at SCACPA conferences allows 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.

Exhibitor Package

Concierge 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 • Mailing list of attendees provided at event (provided electronically upon request)

When 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 • Mailing list of attendees provided electronically The concierge package DOES NOT include: Setting up custom display booths | Cost of shipping

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

Conference Sponsor/Exhibitor Details DISCOUNTS 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.

SPONSOR/EXHIBITOR APPLICATION The conference sponsor/exhibitor application is on pages 11 and 12 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 acox@scacpa.org.

ITEMS TO NOTE Items shipped to conference facilities generally incur a fee. Directions, parking, accommodations, setup, teardown, 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.

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 POLICY Cancellations are fully refundable if submitted in writing 120 days/four months or more prior to the conference. Cancellations submitted in writing 119 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.

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(803) 791-4181 | www.scacpa.org

Exhibitor Opportunities

Conference dates are subject to change. Visit www.scacpa.org for more detailed information on conferences and workshops.

Audits of Benefits Plans

Fraud Conference

Anticipated attendance: 100 Designed for CPAs, auditors and financial professionals responsible for auditing benefit plans.

Exhibitor Package: $275 | After March 24: $375 Concierge Package: $150

Anticipated attendance: 100 This conference focuses on the tools and techniques used to detect and deter fraud.

Exhibitor Package: $275 | After Aug. 7: $375 Concierge Package: $150

Columbia | Sept. 24, 2015

Columbia | May 12, 2015

Financial Planning Conference

CPAs in Business and Industry

Columbia | Oct. 27, 2015

Columbia | May 11-12, 2015

Anticipated attendance: 200 Designed for CPAs working specifically in business and industry Exhibitor Package: $550 | After March 24: $650 Concierge Package: $250

Anticipated attendance: 50 Designed for all practitioners who provide clients with personal financial planning services or who wish to add this growing service to their practice Exhibitor Package: $275 | After Sept. 9: $375 Concierge Package: $150

Government Conference

Governmental Workshop

Columbia | May 20, 2015

Columbia | Oct. 29, 2015

Anticipated attendance: 100-200 Designed for CPAs in government Exhibitor Package: $275 | After April 2: $375 Concierge Package: $150

Anticipated attendance: 150 Designed for CPAs in government and public accountants serving this area Exhibitor Package: $275 | After Sept. 11: $375 Concierge Package: $150

NonProfit Conference

CPA Summit & Centennial Gala

Columbia | May 21, 2015

Anticipated attendance: 100 Designed for CPAs in non-profit organizations Exhibitor Package: $275 | After April 3: $375 Concierge Package: $150

Columbia | Nov. 11-12, 2015

Anticipated attendance: 250 Designed for CPAs working in all areas of practice.

It features four tracks, including sessions in A&A, tax, technology and industry with specific sessions approved for CFP and CLE credit Exhibitor Package: $550 | After Sept. 17: $650 Concierge Package: $250

Small Firms Conference Columbia | June 4, 2015

Anticipated attendance: 75-100 Designed for sole-practitioners and small firms Exhibitor Package: $275 | After May 9: $375 Concierge Package: $150

Accounting & Auditing Conference Charleston | Dec. 7-8, 2015

Anticipated attendance: 225 CPAs in public practice, industry, and government attend this top-rated conference Exhibitor Package: $550 | After Oct. 20: $650 Concierge Package: $250

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(803) 791-4181 | www.scacpa.org

Exclusive Sponsorship Opportunities New CPA Oath Ceremonies

SCACPA, 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. Connect with the coveted audience of South Carolina CPAs at the start of their CPA career and reach veteran CPAs who attend to honor their newest colleagues.

The CPA Oath Ceremony events will be held May 6 and Nov. 11.

GOLD SPONSOR: $1000 (per event)

SILVER SPONSOR: $500 (per event)

• Up to four event registrations • Verbal recognition during ceremony • Company logo featured in the following: - Signage - Ceremony program - SCACPAs event Web page with a link to your company website - SCACPA Marketplace Web page (logo with link and company description of 50 words or less)

• Up to two event registrations • List of ceremony attendees (provided at the conference) • Company logo featured in the following: - Signage - Ceremony program - SCACPAs event Web page with a link to your company website - SCACPA Marketplace web page (logo with link and company description of 50 words or less)

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

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.

Payment and artwork MUST be received prior to publication deadline. Publishing deadline is three months prior to event.

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(803) 791-4181 | www.scacpa.org

Professional Issues Updates Package Sponsorship

These half-day programs are held in nine communities across South Carolina to update CPAs on professional issues and trends. SCACPA anticipates reaching more than 1000 members (26 percent) with this series in 2015. Cities on tour include Anderson, Charleston, Columbia, Florence, Greenville, Hilton Head, Myrtle Beach, Rock Hill and 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 email publications regarding these events • Logo placement in printed marketing publications for the events • Limited to two exhibitors per event Total Investment: $6,000 for entire series or $750 per event Attendee Gift Sponsor: Call for quote Benefits: 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. Publishing deadline is three months prior to event.

Scholarships

Promote the study of accounting and provide educational opportunities to South Carolina students with a contribution to the SCACPA Educational Fund, Inc., a 501 (c)(3) nonprofit organization. Your contribution of $250, $500 or $1000 benefits accounting students attending South Carolina colleges and universities. Last year SCACPA awarded $23,500 to 11 outstanding young men and women.

Don’t miss out on this opportunity to promote your organization as well as helping future CPAs realize their dreams.

•

• •

Recognition at the Annual Student Recognition luncheon during the CPA Summit Recognition in the luncheon program Recognition in The CPA Report magazine and press releases To donate, or for more information on the SCACPA Educational Fund, Inc., contact Maureen Taylor at (803) 791-4181 ext. 107 or email mtaylor@scacpa.org.

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Exhibitor/Sponsor Terms & Conditions 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 firstpaid, first-reserved basis.

4. To ensure signage preparation and inclusion in event materials, sponsorship reservations must be made at least four months before the event date. Sponsorships will be accepted after the deadline date (within four months 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.

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.

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.

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

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.

ARTWORK SUBMISSION 18. Submit high resolution logo (1” square) to mwilliams@scacpa.org four months prior to event for placement on the website and in printed materials applicable.*

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.

2015 Marketing Guide

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

19. Submit high resolution advertisement artwork (8.5 x11”, no bleeds) in PDF format to mwilliams@scacpa.org 60 days prior to event for placement in the conference materials.* *Based on sponsorship level EXHIBIT CONSTRUCTION 20. 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).

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

22. No construction will be allowed at the sides or above the 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 REQUIREMENTS 28. In accordance with ADA requirements, if you are disabled and require special services, please contact our office.

INTERPRETATION OF RULES 29. 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 POLICY 30. Cancellations are fully refundable if submitted in writing 120 calendar days or more prior to the conference. Cancellations submitted in writing 119 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.

(803) 791-4181 | www.scacpa.org

Exhibitor/Sponsor Application

Conference dates are subject to change. Visit www.scacpa.org/marketingguide for up-to-date information. Please indicate below the events in which you plan to participate.

CONFERENCES / WORKSHOPS

DIAMOND SPONSOR

q CPA Summit Nov. 11-12, 2015

q By Sept. 16 q By Sept. 16 - $1200 $2600 q After Sept. 16 - $1400

GOLD SPONSOR

SILVER SPONSOR

EXHIBITOR PACKAGE

CONCIERGE ATTENDEE PACKAGE GIFT SPONSOR

q By Sept. 16 - $950 q After Sept. 16- $1150

q By Sept. 16 - $550 q After Sept. 16 - $650

q $250

q Call for Quote

q $250

q Call for Quote

q Accounting & Auditing q By Oct. 22 Dec. 7-8, 2015 $2600

q By Oct. 22 - $1200 q After Oct. 22 - $1400

q By Oct. 22 - $950 q After Oct. 22 - $1150

q By Oct. 22 - $550 q After Oct. 22 - $650

q Federal Tax Update Columbia Dec. 17, 2015

q By Oct. 30 - $1200 q After Oct. 30 - $1400

q By Oct. 30 - $950 q After Oct. 30 - $1150

q By Oct. 30 - $550 q After Oct. 30 - $650

q Call for Quote

q Federal Tax Update Greenville Dec. 18, 2015

q By Nov. 3 - $1200 q After Nov. 3 - $1400

q By Nov. 3 - $950 q After Nov. 3 - $1150

q By Nov. 3 - $550 q After Nov. 3 - $650

q Call for Quote

CONFERENCES / WORKSHOPS

EXHIBITOR PACKAGE

q Audits of Benefit Plans | May 12, 2015

q By March 24 - $275

q After March 24- $375

q $150

q Call for Quote

q Business & Industry | May 11-12, 2015

q By March 27- $550

q After March 27- $650

q $250

q Call for Quote

q Government | May 20, 2015

q By April 2 - $275

q After April2 - $375

q $150

q Call for Quote

q Nonprofit | May 21, 2015

q By April 3 - $275

q After April 3 - $375

q $150

q Call for Quote

q Small Firms | June 4, 2015

q By May 9 - $275

q After May 9- $375

q $150

q Call for Quote

q Fraud | Sept. 24, 2015

q By Aug. 7 - $275

q After Aug. 7 - $375

q $150

q Call for Quote

q Financial Planning | Oct. 27, 2015

q By Sept. 9 - $275

q After Sept. 9 - $375

q $150

q Call for Quote

q Governmental Work Shop | Oct. 29, 2015

q By Sept. 11 - $275

q After Sept. 11 - $375

q $150

q Call for Quote

PROFESSIONAL ISSUES UPDATE q Anderson q Charleston q Columbia

q Florence q Greenville q Hilton Head

q Myrtle Beach q Rock Hill q Spartanburg

CONCIERGE PACKAGE ATTENDEE GIFT SPONSOR

GOLD SPONSOR

PLATINUM SPONSOR

ATTENDEE GIFT SPONSOR

q $750 per location

q $6,000 includes all nine locations

q Call for Quote

NEW CPA OATH CEREMONY

GOLD SPONSOR

SILVER SPONSOR

BRONZE SPONSOR

NEW CPA GIFT SPONSOR

q New CPA Oath Ceremony - May 6, 2015

q $1000

q $500

q $250

q Call for Quote

q New CPA Oath Ceremony - Nov. 11, 2015

q $1000

q $500

q $250

q Call for Quote

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(803) 791-4181 | www.scacpa.org

Exhibitor/Sponsor Application

Mail: SCACPA, 1300 12th St., Suite D, Cayce, SC 29033 | Fax: (803) 791-4196 | Email: mwilliams@scacpa.org Marketing Contact Name*

** On-site contact is the person who will be attending the event and who SCACPA’s CPE department will work with on the day-ofdetails, such as set-up/tear-down details, travel arrangements and additional services needed during the event

Title Firm/Company Address City/State/Zip Phone

* 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.

*** 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 Meredith WIlliams at mwilliams@scacpa.org.

Fax

E-mail Address ON-SITE CONTACT NAME ONE**

ON-SITE CONTACT NAME TWO

Contact Name:

Contact Name:

Title:

Title:

Firm/Company:

Firm/Company:

Address:

Address:

City/State/Zip:

City/State/Zip:

Phone:

Phone:

Fax:

Fax:

Email:

Email:

Cell phone for emergencies:

Cell phone for emergencies:

COMPANY INFORMATION Company Name to appear on signage: Web site Address: Product/Service: Your signature to the right indicates that you understand and agree to the terms Signature: provided on page 10 of this marketing guide. Exhibits will not be reserved without the company representatives signature and payment. Disounts are subject to verification. Date: See page 6 for discounts available.

CANCELLATIONS: Cancellations are fully refundable if submitted in writing 120 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.

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

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Discount(s):

subject to verification

(803) 791-4181 | www.scacpa.org

Print Advertising

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

The South Carolina CPA Report

Fourth Edition 2014

Second Edition 2014

South Carolina Association of Certified Public Accountants

South Carolina Association of Certified Public Accountants

SCACPA’s full-color professional journal is published quarterly and distributed to more than 4,000 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. *available in electronic format

In the Spotlight

CPAs in Government

Membership Renewal Q & A SCACPA & AICPA’s Joint Ethics Enforcement Process

South Carolina Association of Certified Public Accountants

First Edition 2014

TAX

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

Packaged rates available: Contact SCACPA directly for more information.

Association Looks to the Future with New Brand the Surviving

22

Meet Our 2014 Women to Watch

32

Educational Fund Awards $26,750 in Scholarships

Busy Season

Plus...

A Look Back: 2013 Summit ACA: One Year Later CPAs Giving Back: Month of Service

Classifieds CLASSIFIEDS PRINT (CPA Report) Reach 4,000+ 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. Email copy to mtaylor@scacpa.org or fax to (803) 791-4196.

Deadline: See contract on page 17 CLASSIFIEDS ELECTRONIC (Current Assets and www.scacpa.org) Rates: $45 per ad for members/$90 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 20th day of the month preceding

Continuing Professional Education

2014 SCHEDULE April 2014 - January 2015

South Carolina

CPA

2015 Marketing Guide

CPE Catalog (print & electronic) This brochure will be mailed to members and distributed at CPE seminars. More than 4,500 copies will be distributed to members and prospective members beginning in March 2015.

Prices: Inside Front or Inside Back Cover, $500 per issue (March 2015 and Aug. 2015 distribution)

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Electronic Advertising Current Assets

SCACPA’s monthly enewsletter, Current Assets, exceeds industry standards with an average 26 percent open rate and is distributed to more than 4,000 members and subscribers 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 email is sent on the first Thursday of every month.

CPE Source

The CPE Source is a monthly email publication received by more than 4,000 accounting professionals and students.

A highly read communication, this email blast details upcoming SCACPA courses and offerings. CPE Source is mailed weekly on Tuesday of every month.

Prices: Advertisements in the monthly CPE Source are only available in monthly or yearly increments. $300/ issue/month; $3500 annually

Chapter Connections

Chapter Connections is a monthly email publication that goes out to eight chapters across the state. Each of the eight chapters receives a customized newsletter on the third of each month detailing events and new in their geographic area.

1. Catawba: Chester, Lancaster, and York counties; 2. Central: Aiken, Allendale, Bamberg, Barnwell, Calhoun, Edgefield, Fairfield, Kershaw, Lexington, McCormick, Newberry, Orangeburg, Richland, Saluda, and Sumter counties; 3. Coastal: Berkeley, Charleston, Colleton, Dorchester, Hampton, and Jasper counties; 4. Foothills: Cherokee, Union, and Spartanburg counties; 5. Grand Strand: Georgetown and Horry counties; 6. Pee Dee: Chesterfield, Clarendon, Darlington, Dillon, Florence, Lee, Marion, Marlboro, and Williamsburg counties; 7. Piedmont: Abbeville, Anderson, Greenville, Greenwood, Laurens, Oconee, and Pickens counties; 8. Sea Island: Beaufort County Prices: Advertisements in the Chapter Connections are only available in monthly increments. $45 per ad for members/$90 nonmembers

SCACPA Website, www.scacpa.org

SCACPA’s website receives an average of 5,500 unique visitors each month, and nearly 58 percent return more than once.

Because CPAs are required to earn 40 hours of continuing education each year, most use the SCACPA website 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 website 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 website; SCACPA Market Place link: $150 value. Left column ads are placed on the left-hand side of the website 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 Maureen Taylor at (803) 791-4181 ext. 105 or e-mail mtaylor@scacpa.org.

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2015 Magazine Advertising Contract I would like to purchase the following ad space in the 2015 South Carolina CPA Report (circulation 4,000)

Date: _________________

CONTRACT

I 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 (o Client or o Agency): _______________________________________________________________________________________ City: ______________________________________ State: ____________ Zip: ______________ Phone: _________________________________ Fax: ______________________________ E-Mail: ______________________________________________________________________________

One Issue

Two Issues

Four Issues

Size

Issue

Deadline

Mails

Back Cover

o $990

o $935

o $835

8.5” x 11”

o Q1, Spring

Dec. 19, 2014

1st week of Feb.

Inside Cover

o $935

o $810

o $740

8.5” x 11”

o Q2, Summer

March 20, 2015

1st week of May

Full Page

o $885

o $790

o $710

8.5” x 11”

o Q3, Fall

June 19, 2015

1st week of Aug.

Half Page

o $630

o $540

o $485

8.5” x 4.75”

o Q4, Winter

Sept. 25, 2015

1st week of Nov.

Quarter Page

o $545

o $445

o $425

3.75” x 5”

Business Card

o $200

o $175

o $165

2.0” x 3.5”

Please check the issue(s) that should include your advertisement. Ads must be prepaid unless other arrangements are made.

PLEASE NOTE

Electronic Transmission of Ads: The preferred method for receiving ads is by PDF file submitted electronically as CMYK. Ads and/or ad materials should be emailed to mtaylor@scacpa.org or delivered on disk to the address below.

Limitations: Advertising is limited to 33% of the South Carolina CPA Report. No positions are guaranteed. Ad rates above apply for full color, two-color and black & white ads. Advertisements for any continuing professional education program will not be accepted. Advertisers assume liability for content of their ad.

Page size: 8.5x11, with bleeds 8.75x11.5, live area 8x10.5; back cover ad size 8.5 x 11 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.

Cancellation Policy: No cancellations will be accepted after ad close date. Covers cannot be cancelled within six weeks of issue date. The publisher reserves the right to charge for unused space or repeat the previous advertisement if acceptable material is not received by material due date. Ads cancelled after the space reservation deadline will be billed at 100%. Cancellations must be submitted in writing.

Payment: Credit card payments will only be accepted via fax or phone. Credit card payments via email will not be accepted.

PAYMENT INFORMATION Please indicate method of payment:

o Bill me. Please send invoice via o email o U.S. Mail o Check enclosed o Credit Card: m Visa

m Discover

m Am. Exp.

Card #: Expiration Date: CCV Code (3 Digits): Billing Address: City: State/Zip: Signature: Date: Please mail or fax completed contract to: Mail: South Carolina Association of CPAs Brookland Place, 1300 12th Street, Suite D, Cayce, SC 29033

For more information about the CPA Report, or other advertising opportunities, please contact Maureen Taylor, Director of Marketing & Member Services 1-888-557-4814 (toll free in SC) or mtaylor@scacpa.org.

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2015 Print & Electronic Advertising Contract Advertiser: _______________________________________________

Local Contact: _______________________________________________

Agency: ___________________________________________________ Agency Contact: _____________________________________________ Billing Address (o Client or o Agency) _____________________________________________________________________________________ City: ______________________________________ State: ____________ Zip: ______________ Phone: _________________________________ Fax: ______________________________ E-Mail: ______________________________________________________________________________

Unless otherwise noted ads are due one week before mail date.

2015 Advertising Opportunities m CPE Catalog $500 per issue for front or back inside cover q March q August

m Current Asssets $300 /month q Jan. 1 q Feb. 5 q March 5 q April 2 q May 7 q June 4 q July 2 q Aug. 6 q Sept. 3 q Oct. 1 q Nov. 5 q Dec. 3 Note: Mails first Thursday of every month.

m CPE Source $300/month: $3,500 annually q Jan. 6, 13, 20, 27 q Feb. 3, 10, 17, 24 q March 3, 10,17,24, 31 q April 7, 14, 21, 28 q May 5, 12, 19, 26 q June 2, 9, 16, 23, 30 q July 7, 14, 21, 28 q Aug. 4, 11, 18 , 25 q Sept. 1, 8, 15, 22, 29 q Oct. 6, 13, 20, 27 q Nov. 3, 10, 17, 24 q Dec. 1, 8, 15, 22, 29 q Annually - $3,500

m SCACPA Website q 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/month q 1x6” Banner Ad on CPE Course Catalog Search Page: $8,000 per year or $800/month q 1x2” Ad on Select Right Sub-Pages: Call for pricing q SCACPA Market Place Link: $150 annually Please select month(s) you would like your ad to appear: q Jan. 1-31 q July 1-31 q Feb. 1-28 q Aug. 1-31 q March 1-31 q Sept. 1-30 q April 1-30 q Oct. 1-31 q May 1-31 q Nov. 1-30 q June 1-30 q Dec. 1-31

Note: Mails weekly on Tuesday of every month.

Payment Information PAYMENT METHOD

q CHECK

Credit Card:

q Visa

q MasterCard

q American Express

Credit Card Number

Payment Amount

Expiration Date

Security Code/CCV#

Signature

Date

q Discover

PLEASE NOTE Electronic Transmission of Ads: The preferred method for receiving ads is by jpeg file submitted electronically as CMYK. Ads and/or ad materials should be emailed to mtaylor@scacpa.org 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.

For more information about classified listing opportunities, please contact Maureen Taylor, 1-888-5574814 (toll free in SC) or mtaylor@scacpa.org.

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.

Mail to: SCACPA, SCACPA, 1300 12th St., Suite D, Cayce, SC 29033 | Email to: mtaylor@scacpa.org 2015 Marketing Guide

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2015 Classifieds Contract Advertiser: _______________________________________________

Local Contact: ______________________________________________

Agency: ___________________________________________________ Agency Contact: ____________________________________________ Billing Address (o Client or o Agency) ______________________________________________________________________________________ City: ______________________________________ State: ____________ Zip: ______________ Phone: _________________________________ Fax: ______________________________ E-Mail: ______________________________________________________________________________

Unless otherwise noted ads are due one week before mail date.

Classifieds Print m CPA Report q 1Q, Spring 2015 Deadline: Dec. 19, 2014 q 2Q, Summer 2015 Deadline: March 20, 2015 q 3Q, Fall 2015 Deadline: June 19, 2015 q 4Q, Winter 2015 Deadline: Sept. 25, 2015

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 mtaylor@scacpa.org or (803) 791-4196.

Chapter eNewsletter q q q q

Catawba Coastal Piedmont Grand Strand

q q q q

Central Foothills Pee Dee Sea Island

Note: Mails third Wednesday of every month.

Current Assets Email Date q q q q q q

Jan. 1 Feb. 5 March 5 April 2 May 7 June 4

q q q q q q

July 2 Aug. 6 Sept. 3 Oct. 1 Nov. 5 Dec. 3

Jan. 21 Feb. 18 March 18 April 15

q q q q q q

Rates per month: $45 per ad for members

$90 nonmembers Note: Ad length may not exceed 80 words.

Mails first Thursday of every month.

Email Date q q q q

SCACPA Website

q q q q

May 20 June 17 July 15 Aug. 19

q q q q

Sept. 16 Oct. 21 Nov. 18 Dec. 16

Rates per month: $45 per ad for members/$90 nonmembers

Jan. 1-31 Feb. 1-28 March 1-31 April 1-30 May 1-31 June 1-30

q q q q q q

July 1-31 Aug. 1-31 Sept. 1-30 Oct. 1-31 Nov. 1-30 Dec. 1-31

Rates per month: $45 per ad for members

$90 nonmembers

CHAPTER DIRECTORY Catawba: Chester, Lancaster, York; Central: Aiken, Allendale, Bamberg, Barnwell, Calhoun, Edgefield, Fairfield, Kershaw, Lexington, McCormick, Newberry, Orangeburg, Richland, Saluda, Sumter; Coastal: Berkeley, Charleston, Colleton, Dorchester, Hampton, Jasper; Foothills: Cherokee, Union, Spartanburg; Grand Strand: Georgetown, Horry; Pee Dee: Chesterfield, Clarendon, Darlington, Dillon, Florence, Lee, Marion, Marlboro, Williamsburg; Piedmont: Abbeville, Anderson, Greenville, Greenwood, Laurens, Oconee, Pickens; Sea Island: Beaufort

Payment Information PAYMENT METHOD

q CHECK

Credit Card:

q Visa

q MasterCard

q American Express

Credit Card Number

Payment Amount

Expiration Date

Security Code/CCV#

Signature

Date

q Discover

PLEASE NOTE Electronic Transmission of Ads: The preferred method for receiving ads is electronically.

Classifieds should be e-mailed to mtaylor@scacpa.org .

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.

Mail to: SCACPA, 1300 12th St., Suite D, Cayce, SC 29033 | Email to: mtaylor@scacpa.org

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For more information about classified listing opportunities, please contact Maureen Taylor, 1-888-5574814 (toll free in SC) or mtaylor@scacpa.org.

(803) 791-4181 | www.scacpa.org

2015 Affinity Program Information

SCACPA 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 APPLICATION

For 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 Student Members

o Members in Management, Business & Industry o Members in Public Accounting 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 STRATEGY Your 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 Target Mailing Date:

If Yes, Mailing Frequency:

o Annual

o Semi-Annual

o Quarterly

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 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.

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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

2. Contact Name

Company

Location

Phone Client Since

3. 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, indemnification 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 separate, 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.

VENDOR’S STATEMENT I 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.

Return to: SCACPA 1300 12th St., Suite D Cayce, SC 29033 Fax: (803) 791-4196

Signature: Date:

Email: mtaylor@scacpa.org

Print Name: Title:

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