2023 CMTA Annual Sponsorship Prospectus

DEAR CMTA SPONSOR:

The California Municipal Treasurers Association (CMTA) was founded in 1958 with simple goal of improving the treasury function in local government. Our organization continues to grow and evolve, offering current and relevant training to its members. We recently have added an emphasis on debt issuance and management to our standard list of trainings in the areas of treasury management and investments.

To that end, our 2023 conference has the theme “For All Flavors of Finance,” emphasizing our focus on treasury, debt and investments. Our annual conference, scheduled for April 26-28, 2023 in San Mateo will be held at the Marriott San Mateo San Francisco Airport.

CMTA is excited to work with our members and sponsors in furthering our commitment to improving our profession – work that is best accomplished through partnerships between private and public sector professionals. Once again, CMTA is offering a variety of sponsorship opportunities. You will notice we are not only offering conference benefits, but continuing with our annual sponsorship benefits which will give you visibility and access to members throughout the entire calendar year! We are also happy to include a few new sponsorship benefits such as Interactive Exhibitor feedback card, CMTA member list updates, and the opportunity to introduce general sessions and Keynotes.

We are excited for our in-person conference and look forward to connecting with friends and colleagues for networking, socializing, and quality education! The in-person attendance will comply with all CDC, State and County health requirements related to COVID-19 that are in place as of April 2023. We look forward to your support that allows us to continue delivering “All the Flavors of Finance” for our CMTA members!

Sincerely,

MICHAEL A. SOLORZA KYLE TANAKA CMTA PRESIDENT COMMERCIAL LIAISON

HOTEL INFORMATION

Marriott San Mateo San Francisco Airport 1770 S. Amphlett Blvd., San Mateo, California 94402

CMTA attendees receive discounted room rates. The Marriott San Mateo has been recently renovated and is located just 8 miles from the San Francisco Airport. The special CMTA room rate is $219 single/double, plus taxes (currently 14% plus $3.64 tourism fee) per night, subject to change), which includes complimentary guest room wifi and self-parking.

Reservations may be made by calling Marriott Reservations at 866.263.1461 or use this link: Book your group rate for California Municipal Treasurers Association (CMTA). The cut-off date for these special rates is Tuesday, April 4, 2023.

SPONSORSHIP BENEFITS

CMTA is happy to offer both conference and year-round sponsor benefits! Benefits apply for the 2023 calendar year.

ADDITIONAL BENEFIT DETAILS

Please find additional details below for some of our offered benefits!

CONFERENCE REGISTRATIONS

With conference registration comes access to all of the seminars, the Icebreaker Reception on Wednesday and the Grand Evening Event on Thursday. Note: Preconference sessions require an additional registration.

ELIGIBLE SPONSORS MAY SUBMIT ONE PPT SLIDE

You may submit one PPT slide to be included in the rotating PPT deck to be displayed during breaks or lunches. Must be in 16:9 format. Design is the responsibility of the company.

ATTENDEE BAG ITEM

Specified exhibitors are able to provide an item for the attendee bags. Items must be pre-approved and may not be a paper flier. Costs for production and shipping of this item are the exhibitor’s responsibility. Shipping information will be provided.

EXHIBIT HALL GAME CARD AND SURVEY

Specified sponsors will be included complimentary in the exhibit hall game card, which is meant to foster more interaction from attendees. One side will include a stamp opportunity. The other side will offer a survey for attendees to circle companies they are interested in hearing from. Additional opportunity for purchase is available for those wishing to partake in the back survey.

CMTA MEMBER LIST UPDATE

Specified sponsors will receive a list of CMTA members and their contact information later in the year.

ARTICLE OPPORTUNITY (WEB-BASED)

Specified sponsors can provide educational articles which CMTA will distribute to members via email.

FIRM/COMPANY PROFILE IN DIGITAL PUBLICATION

Specified sponsors will be highlighted in a digital publication (emailed) with a short company description. To take place throughout the year.

CONFERENCE EXHIBITOR DETAILS

• Setup will take place Wednesday, April 26th from 7:30 a.m. - 11:00 a.m.

• Tear down will take place Thursday, April 27th from 4:30 p.m. - 6:00 p.m.

• All exhibitor displays must fit within the space limitation of approx. 6’ for one exhibit table.

• Each exhibit comes with (1) 2’ by 6’ draped table, two chairs, and one waste basket

• Electricity or other special needs are not included in sponsorships. Information will be provided to contract those services through the hotel and onsite AV company.

EXHIBIT HALL HOURS (SUBJECT TO CHANGE)

Wednesday, April 26, 2023

• Exhibit set-up: 7:30 a.m. – 11:00 a.m.

• Exhibits open: 11:00 a.m. – 5:15 p.m.

Thursday, April 27, 2023

• Exhibits open: 8:00 a.m. – 4:30 p.m.

• Exhibit break-down: 4:30 p.m. – 6:00 p.m.

DEADLINES AND REGISTRATION

• March 24, 2023 – Conference Sponsorship Registration Closes. Annual sponsor registration is still available, but you must be registered by this date to receive conference benefits.

• March 24, 2023 – All complimentary conference attendees submitted (minor replacements may occur)

• March 24, 2023 – No refunds after this date for all sponsorship levels (refunds prior to this date incur a $100 administrative fee)

• April 4, 2023 – Last day to make hotel reservations at discounted rate

TRADE SHOW CONTACTS

CMTA Exhibitor Contact

Marisa Villanueva - Marisa@cmta.org 951-377-9705

Promotional Publications/Logos/Ads/Design

Audie Whitt - awhitt@cmta.org

PROGRAM AD DIMENSIONS

Your ad must be the correct dimensions and in a PDF format - 300dpi.

Full Page Ad:

• 8.5”wide by 11” tall

Half Page (Vertical Only):

• 4.25”wide by 11” tall

Quarter Page (Vertical Only):

• 4.25”wide by 5.5” tall

WEBSITE AD DIMENSIONS

Homepage Banner Ads

• Large Ad: 1200 pixels wide by 200 tall

• Medium Ad: 600 pixels wide by 150 tall

Event Banner Ad

• Medium Ad: 600 pixels wide by 150 tall

HIGH RESOLUTION LOGO

You must send your logo in either an eps or ai vector format. If you do not have an eps version of your logo, please ensure what you send is a high resolution transparent png or pdf. Logos pulled from websites are not suitable. Please submit logos by email to launch@ smithmooreassoc.com.

ADMINISTRATIVE DETAILS, TERMS, AND CONDITIONS

REGISTRATION

It is the Sponsor’s responsibility to ensure their event participants registered are aware of and agree to these Terms & Conditions. By registering on their behalf, Sponsor warrants that they have been made aware of these Terms & Conditions and that they agree to them.

CONFERENCE EXHIBIT INSTALLATION & TEARDOWN BY SPONSOR

Sponsor must install and take down exhibits according to this schedule: Installation of exhibits will take place on Wednesday, April 26, 2023 from 7:30 a.m. - 11:00 a.m. Teardown of exhibits will be Thursday, April 27, 2023 from 4:30 p.m. - 6:00 p.m. Times are subject to change. Any changes to setup

or teardown times will be communicated prior to the event. Dismantling of exhibits prior to the official closing of exhibit hours is not permitted.

CONFERENCE EXHIBIT HOURS

Exhibit hours are as follows. Times are subject to change. Any changes to exhibit hours will be communicated prior to the event. Wednesday, April 26, 2023

• Exhibit set-up: 7:30 a.m. – 11:00 a.m.

• Exhibits open: 11:00 a.m. – 5:15 p.m. Thursday, April 27, 2023

• Exhibits open: 8:00 a.m. – 4:30 p.m.

• Exhibit break-down: 4:30 p.m. – 6:00 p.m. PAYMENT

If full payment is not received by March 24th, CMTA reserves the right to cancel space without refunding any deposits paid.

CONFERENCE EXHIBIT SPACE

Exhibits shall be confined to assigned space and shall not extend into aisles or across another exhibit space or impede the visibility of another exhibit space.

ON-SITE CONFERENCE REGISTRATION

Event badges will be required to enter all CMTA event areas. Sponsors may check in and receive badges during registration hours.

REGISTRATION DEADLINES

Cancellations will be accepted and refunded, minus a $100 administrative fee, through March 24, 2023. Refunds are not available after this date. No shows will not be refunded and, if unpaid, will be billed. Canceling your registration does not automatically cancel your hotel and travel arrangements. You are responsible for canceling your own hotel and travel reservations.

CONFERENCE SHOW FLOOR RULES/ CONDUCT

• All attendees are expected to conduct themselves in a professional manner.

• Disruptive behavior of any kind will not be tolerated.

DAMAGE TO CONFERENCE PREMISES

Sponsor shall be liable for any and all damages to the venue premises caused by Sponsor, its employees and/or agents including but not limited to any defacement, marring, or other damage. Sponsor shall not permit any of its employees to drive nails, staples, hooks, tacks, screws or other such items into walls or other surfaces. No decorations, adhesives, or tapes that would deface the premises shall be used. Sponsor shall not make, nor shall it allow its employees and/ or agents to make any alterations of any kind to the premises. Sponsor shall pay CMTA for any and all damages assessed by the venue to CMTA as a result of the acts of Sponsor or its employees and/or agents in any area of the venue premises.

CONFERENCE CLEAN-UP FEES

Sponsor is responsible for leaving the premises in the same condition it was found. In the event that CMTA is charged a fee by the venue for cleanup as a result of Sponsor or its employees’ activities during the event, such fee shall be invoiced by CMTA to Sponsor, and Sponsor agrees to remit the invoiced amount to CMTA within fifteen (15) days of receipt of said invoice.

EXHIBITING WITH PARTNERS AND NONREGISTERED ORGANIZATIONS

Sponsor shall not assign, sublet, or share its exhibit space with any other entity, firm, or organization. Sponsor shall not allow any other entity, firm, or organization to exhibit or engage in any promotional activities in Sponsor’s exhibit space, the exhibit area or the venue. Failure to comply with this provision may result in termination of Sponsor’s participation in event and removal from the venue, at the sole discretion of CMTA or its officially designated event management. In the event of termination pursuant to this provision, Sponsor shall not be entitled to any refund of any fees paid for registration and participation.

CONFERENCE SPONSOR EVENTS

Written, pre-approved consent from CMTA is required for any Sponsor event or function to take place during event hours, which event shall not conflict with the Exhibit Hours or other CMTA scheduled events, whether before or after hours. Sponsor is expressly limited to the Sponsor’s own exhibit space or, if applicable, the Sponsor’s own presentation. Violation of this provision may result in termination of Sponsor’s

continued participation in event. CMTA reserves the right to capture, or hire other parties to capture, images, audio and video at the event to be used in promotional materials. By participating in the CMTA trade show, you consent to such photography, audio, or video recording and waive all rights you may have to any claims for payment or royalties in connection with any streaming, webcasting, televising or other publication of these materials.

USE OF CMTA’S NAME AND LOGOS

Sponsor shall not use the event name or logo, or other CMTA logo in any form without the prior express, written permission of CMTA, however, Sponsor shall be permitted to use CMTA’s name in email communications that Sponsor sends to conference attendee whose emails addresses CMTA provides to Sponsor.

COMPLIANCE WITH APPLICABLE LAWS AND VENUE REGULATIONS

Sponsor shall comply with all applicable Federal, State, and Local laws and regulations and any rules and regulations of the Venue in performance of this Agreement.

CONFERENCE SECURITY

CMTA (and its host facility) accepts no responsibility for the safety of the property of the Exhibitor, its officers, agents or employees from theft, damage by fire, accident or other causes, but will use all reasonable care to protect them against such loss. In all cases, occupants wishing to insure their property must do so at their own expense. Exhibitors are encouraged not to leave exhibits unattended at any time. CMTA (and its host facility) is not responsible for any item left unattended or left in the Exhibit Hall during the times the exhibits are closed.

INDEMNIFICATION

The Sponsor agrees to protect, save and hold CMTA harmless for any damages or charges imposed for violations of any law ordinance, whether occasioned by the negligence of the Sponsor or those holding under the Sponsor as well as to strictly comply with the applicable terms and conditions contained in the agreement between event facilities and CMTA regarding the exhibition premises; and further, Sponsor shall at all times protect, indemnify, save and hold harmless CMTA against and from any and all losses,

costs (including attorney fees), damages, liability, or expense arising from or out of or by reason of any accident or bodily injury or other occurrence to any person or person, including the Sponsor, its agents, employees and business invitees, which arises from or out of or by reason of said Sponsor’s occupancy and the use of the exhibition premises or part thereof.

FORCE MAJEURE

CMTA shall not be held responsible for any loss, damage, or delay due to explosions, fires, flood, catastrophic weather conditions or other elements of nature or acts of God, epidemics, pandemics, strikes, lockouts, governmental restrictions, enemy action, civil commotion, failures or fluctuations in electrical power or telecommunications service or equipment or other causes beyond the reasonable control of CMTA.

GOVERNING LAW

This agreement shall be governed, interpreted and enforced in accordance with the laws of the State of California without regard to its conflict of law provisions, and any dispute relating to this agreement must be brought exclusively in a court with appropriate jurisdiction.

ASSUMPTION OF RISK

An inherent risk of exposure to COVID-19 exists in any public place where people are present. COVID-19 is an extremely contagious disease that can lead to severe illness and death. According to the CDC, senior citizens and guests with underlying medical conditions are especially vulnerable. Any interaction in any public place poses an elevated risk of being exposed to COVID-19. We cannot guarantee that you will not be exposed during your visit. By attending, you voluntarily assume all risks related to exposure to COVID-19.