2022 CSMFO Exhibitor Prospectus by SMA Launch

2022 CSMFO EXHIBITOR PROSPECTUS

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Letter from 2022 President Scott Catlett Dear Prospective Exhibitor/Sponsor, On behalf of the California Society of Municipal Finance Officers, I am pleased to offer you the opportunity to be an exhibitor/sponsor for our upcoming 62nd annual CSMFO conference at the Town & County Hotel in San Diego February 16-18, 2022. We are expecting a great crowd at this year’s conference, and look forward to collaborating with our exhibitors and sponsors to make this the best CSMFO conference in history. If you are a returning exhibitor/sponsor, welcome back. If you are considering exhibiting or sponsoring for the first time, I invite you to be a part of our growing CSMFO community. Over the years, our conferences have regularly set attendance records and we expect “Discover CSMFO: Exploring our Financial Future” will be no exception, with conference attendance projected to be in excess of 1,800. With an eye toward ensuring that our commercial members see increasing value each year in their CSMFO membership and participation in the annual conference, we strive to keep our annual membership cost and conference registration fees affordable for our 2,500 plus members while expanding opportunities for interaction between government and commercial members. We recognize and appreciate the important role that our commercial partners play in making our conference possible, and have crafted this year’s conference rates and benefits with this in mind. Every level of exhibitor and sponsorship receives recognition at the conference, as well as on our special conference website and in the electronic conference Guidebook app. The available sponsorship and exhibitor levels, as well as the associated benefits and opportunities to engage with our government members at the conference, are detailed in the enclosed exhibitor prospectus. As many of the exhibitor/sponsorship opportunities for our 2022 annual conference are limited and available on a first come first served basis, you will want to move quickly to secure your company’s preferred exhibitor/sponsorship package today. I look forward to personally welcoming you to the 2022 CSMFO Annual Conference, taking place February 16-18 in San Diego. Thank you for your commitment to CSMFO and for being a large part of what makes our conference special each year.

Scott Catlett Sincerely,

Scott Catlett 2022 CSMFO President/Conference Chair Finance Director/Treasurer, City of Newport Beach PAGE 2

WHY EXHIBIT AT CSMFO? • CSMFO offers the largest conference for government finance professionals in California. • CSMFO is the preeminent resource for promoting excellence in government finance in California. • Put your company name in front of professionals seeking assistance and solutions in their agencies. • Renew contact with current clients. IF YOU WANT TO… • Meet with customers to build loyalty… • Introduce or advance new products and services… • Assess the competition… • Gain exposure to government finance officials, decision-makers and key personnel… • Spend quality time with attendees during lunch, coffee breaks and social activities after the sessions end each day… THEN YOU MUST EXHIBIT AT THE 2022 CSMFO CONFERENCE!! THE EXHIBIT HALL SELLS OUT EARLY - REGISTER NOW! EXHIBIT HALL LOCATION 2022 CSMFO Exhibitor Hall is the Town and Country Ballroom. Town & Country Hotel 500 North Hotel Circle San Diego, CA 92108 Room Rates (plus applicable state and local taxes) Single/Double $229 Triple $249 Quad $269 EXHIBITOR BOOTH SELECTION Booth selection will begin Monday, December 13, 2021. Booth selection priority is given according to sponsorship level and date of registration. CSMFO will make every effort to place exhibitors in the area of their choice; however, CSMFO does reserve the right to place or relocate any exhibitor based on what is best for the Exhibit Hall as a whole.

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2022 CSMFO EXHIBITOR PROSPECTUS Exhibitors are invited to attend all events including breakfasts, luncheons, Thursday night CSMFO Hosted Event, and all breakout sessions and General Sessions. Please note: The times that are bold represent exclusive exhibit times with no other CSMFO events taking place. Unless otherwise noted, all events in this schedule take place in the Town & Country Ballroom. Tuesday, February 15, 2022 1:00 pm – 5:00 pm 12:00 pm – 5:00 pm

Registration Open Exhibitor Booth Set Up

Wednesday, February 16, 2022 7:00 am – 9:15 am 9:15 am – 9:30 am 9:30 am – 6:30 pm 10:15 am – 10:30 am 10:30 pm – 12:45 pm 12:45 pm – 1:15 pm 2:30 pm – 2:45 pm 5:30 pm – 6:30 pm 6:30 pm

Exhibitor Booth Set Up Exhibitor Meeting Exhibit Hall Open Break in Exhibit Hall Lunch, Opening Session, Keynote Speaker - Golden State Ballroom Dessert Break in Exhibit Hall Soda Break in Exhibit Hall Exhibitor Reception Open Time for Exhibitors/Vendors Client Appreciation Opportunities

Thursday, February 17, 2022 7:30 am – 4:00 pm 7:30 am – 8:30 am 11:30 am – 1:45 pm 3:15 pm – 4:00 pm 4:15 pm – 6:00 pm 6:00 pm – 12:00 am

Exhibit Hall Open Continental Breakfast & Special Coffees in Exhibit Hall Lunch & Keynote Speaker Dessert in Exhibit Hall Exhibit Hall Breakdown CSMFO Hosted Event

Friday, February 18, 2022 8:00 am – 9:00 am 10:30 am – 12:00 pm

Buffet Breakfast – Golden State Ballroom General Session – Pacific A

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SPONSORSHIP OPPORTUNITIES BENEFITS FOR ALL EXHIBITORS AND SPONSORS • Advertising in the CSMFO Conference Magazine based on exhibitor/sponsor level • Company name on Conference website by exhibitor level • Company name in Conference Guidebook app by exhibitor level • Company name on General Session slides by exhibitor level • Signage during sponsored event • Exhibitor/sponsor ribbons on badges for all company attendees • Company name plus 50-word description of services (as provided by company) and web link on Conference Guidebook app

Diamond $13,000

(Limit of 7) • Company insert in conference registration bag (provided by company – limited to one page) • One (1) attendee invited to Presidents Dinner • Logo displayed in marketing materials • Double Booth 8’ X 20’ with pipe and drape • Eight (8) complimentary conference registrations • Full page ad in the 2022 Conference Magazine ($400 value) • 50% off rotating header banner ad for three weeks on CSMFO News ($400 value) • Complimentary participation in Exhibit Hall Game (valued at $250) • Company logo and description in the conference Guidebook app • Company logo and name on front page of conference website • Choice of your company name and logo on one of the following (signage included for items 5 and 6): 1. Notepad (pre-stuffed in conference registration bag) 2. Key card sponsor 3. Guidebook sponsor (bottom banner) 4. Pen (pre-stuffed in conference registration bag) 5. Charging station 6. Headshot station 7. Lanyard

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SPONSORSHIP OPPORTUNITIES Sapphire $7,000

• Single 8’ X 10’ booth with pipe and drape • Six (6) complimentary conference registrations • Half-page ad in the 2022 Conference Magazine ($250 value) • 50% off rotating article side banner ad for three weeks on CSMFO News ($325 value) • Opportunity to participate in Exhibit Hall Game ($250 additional cost) • Company name and description on conference Guidebook App • Company logo on sponsor list on conference website • Choice of your company name displayed as a contributing sponsor on one of the following (signage included, maximum of 3 per event): • Yoga – Early Morning Session including Instructor & Snacks • Wednesday Morning Coffee in the registration foyer • Wednesday morning Opening Break in Exhibit Hall • Wednesday afternoon Refreshment break • Thursday morning Specialty Coffee Break/Continental Breakfast • Thursday afternoon Dessert in Exhibit Hall

Gold $4,000

• Single 8’ x 10’ booth with pipe and drape • Three (3) complimentary conference registrations • Listed as a sponsor in the 2022 Conference Magazine • 50% off rotating footer banner ad for three weeks on CSMFO News ($250 value) • Opportunity to participate in Exhibit Hall Game ($250 additional cost) • Company name and description on conference Guidebook App • Company logo on sponsor list on conference website

Silver $2,500

• One (1) 6’ tabletop • One (1) complimentary conference registration • Listed as a sponsor in the 2022 Conference Magazine • 25% discount on one advertisement package in CSMFO News • Opportunity to participate in Exhibit Hall Game ($250 additional cost) • Company name and description on conference Guidebook app • Company name on sponsor list on conference website

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SPONSORSHIP OPPORTUNITIES NON-EXHIBITOR SPONSORS $3,000

SPONSORSHIP WITHOUT A BOOTH OR TABLETOP DISPLAY

• Two (2) complimentary conference registrations • Listed as a sponsor in the 2022 Conference Magazine • Company name and description on conference Guidebook app • Company name on sponsor list on conference website • Lounge Sponsor

ADDITIONAL SPONSORSHIP OPPORTUNITIES Health and Safety Sponsorships $1,000 per sponsorship; limited to the first five (5) sponsors. Open to all levels of sponsors. We will have safety protocols in place to meet the state and county guidelines in effect at the time of the conference. As a sponsor for this package you will receive name recognition on the conference website and on General Session slides, as well as signage at the hand sanitizer stations. 1. A limited number of conference logo masks as well as paper masks at the conference 2. Hand sanitizer stations outside of all meeting rooms 3. Colored wristbands to indicate personal distancing comfort levels. Exhibit Hall Game Add on the Exhibit Hall Game! Open to Sapphire, Gold, and Silver sponsors for an additional $250; included for Diamond level sponsors. Space is limited!

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SPONSORSHIP OPPORTUNITIES At-A-Glance Complimentary conference registrations Booth type

Diamond $13,000

Sapphire $7,000

Gold $4,000

Silver $2,500

Non Exhibitor $3,000

8 x 20

8 x 10

6’ Tabletop

Company insert in registration bag

Presidents dinner attendance and recognition Sponsorship of items/events (listed under each sponsorship item) 2022 Conference Magazine ads

X, 1 attendee X

Full page

Half page

Listing

CSMFO News ads

50% off header banner

50% off side banner

50% off footer banner

25% off any package

Guidebook app

Prime placement Logo/name/ description Home page logo

Name/ description

Logo on sponsor list

Name on sponsor list

Conference website Exhibit hall game

Complimentary

$250

Recognition from the podium

Virtual conference recognition with link to website

Logo on home page

Logo on sponsor list

Name on sponsor list

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ADDITIONAL INFORMATION EXHIBITOR DEADLINES December 14, 2021 – You must submit an .eps or vector-based logo to CSMFO. Specifications are on the following page. December 14, 2021 – Online exhibitor registrations ends. Registrations received after this day may not be included in any printed conference documents or included in the Guidebook app. January 14, 2022 – Payments must be received by CSMFO to avoid a $250 late fee. January 14, 2022 – No refunds after this date. January 21, 2022 – CSMFO Magazine Ad is due. REFUNDS AND CANCELLATIONS All refunds and cancellations of exhibitor booth fees and sponsorships must be in writing to Beth Ramirez, beth.ramirez@staff.csmfo.org, by Friday, January 14, 2022. Cancellations will be refunded until this date, less a 25% administrative fee. There will be no refunds after this date. ONLINE EXHBITOR AND SPONSOR REGISTRATION Exhibitor and Non-Exhibitor Sponsorship registration (with payment by Visa, MasterCard or check) begins on Monday, October 4, 2021 and is only available online. Please go to conference.csmfo.org to register! If mailing a payment, it must be received by January 14, 2022 to avoid a $250 late fee. Please mail check to CSMFO, 800 R Street, Suite 209, Sacramento, CA 95811. If payment is not received in the CSMFO office prior to the opening of the 2022 Annual Conference, we will ask that an attending exhibitor pay onsite via credit card including the additional $250 late fee. ADDITIONAL ATTENDEES Additional attendees may be added (in addition to those included with your sponsorship level). Attendee registration will be open and available online starting on October 18, 2021. Additional attendees are to register on the CSMFO conference registration page: Full Conference Attendee – $650 Single Day Conference Attendee – $445 TRADESHOW MANAGEMENT TriCord Tradeshow Services will provide all exhibitor services in the Exhibit Hall, including but not limited to: booth equipment, rental furnishings, electrical distribution, freight and material handling labor, custom display rentals and sign producing and hanging capabilities. An Exhibitor Service Kit containing the necessary information and order forms will be emailed to your organization’s contact person once your registration is processed. Mike Grim at TriCord is the contact person and he may be reached at 831-8838600 or by email at mike@tricord.net. SECURITY Please note that overnight security will not be provided for the exhibit hall. We recommend that you do not leave any personal valuables in your booth after exhibit hall hours.

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2022 CSMFO ANNUAL CONFERENCE HOTEL INFORMATION The 2022 CSMFO Annual Conference will be held at the Town & County in San Diego, CA. Hotel reservations can be made via the conference website beginning Monday, October 18, 2021. Check out the hotel page: https:// conference.csmfo.org/hotel-accommodations Town & Country Hotel 500 Hotel Circle North San Diego, CA 92108 (619) 291-7131

RULES AND REGULATIONS

2022 CSMFO ANNUAL CONFERENCE EXHIBITOR RENTAL SPACE & SPONSORSHIP APPLICATION RULES AND REGULATIONS EXHIBITOR REGISTRATION INFORMATION Registration for all Exhibitors and Non-exhibiting Sponsors will be online. You may register your booth and/or sponsorship online and then register your complimentary attendees at the same time or at a later date. You will also register your additional attendees online using the same process to receive the discounted rates ($650 full conference/$405 daily). These rates will be available to you during the entire registration process for all of your additional attendees over and above your complimentary registrations. MULTIPLE BOOTHS Exhibitors may purchase multiple booths, however, booths may not be shared with another company and must remain as two independent booths. EXHIBIT BOOTH SET-UP Exhibits may be installed on Tuesday, February 15th, 2022 from 12:00 noon to 5:00 pm or Wednesday, February 16th, 2022 from 7:00 am to 9:15 am. All exhibitors will be provided with a 6’ X 2’ skirted table, two chairs, wastebasket and company signage. Exhibitors shall arrange their exhibits so that they do not obstruct other exhibits. Aisles must be kept clear. Exhibits should be arranged so that company representatives will be inside of the assigned space. Display materials or equipment at the sides of the booth shall not exceed the height of the side walls. Materials used to decorate shall flame retardant. Safety exits and equipment must be left accessible and in full view at all times. TABLETOP EXHIBITS Exhibitors may set up their tabletop exhibit on Tuesday, February 15, 2022 from 12:00 noon to 5:00 pm or Wednesday, February 16, 2022 from 7:00 am to 9:15 am. Exhibitor’s display must fit on top of the table. No part of the display can be on the floor. These restrictions will be strictly enforced. EXHIBIT HALL BREAKDOWN The breakdown of the exhibits shall begin Thursday, February 17th, 2022 at 4:15 pm and conclude no later than 6:00 pm.

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RULES AND REGULATIONS SHIPPING AND HANDLING Shipping of materials and installation fees are not included in the exhibit booth fee. Arrangements for shipping and storage of displays and materials as well as additional items such as electrical needs must be made through TriCord Tradeshow Services. You may contact TriCord at (831) 883-8600. Please reference the 2022 CSMFO Annual Conference. The necessary forms will be sent to you in their Exhibitor Kit. CONTRACT FOR SPACE The last day to register as an exhibitor is Friday, December 10, 2021. The completed exhibitor registration form, the notice of space assignment and the full payment of exhibitor booth fees together constitute a contract between CSMFO and the exhibitor for the right to use the assigned booth space and to comply with these rules and regulations. Exhibitors shall be bound by the rules and regulations set forth herein and by such amendments or additional rules and regulations which may be established by CSMFO. SPACE ASSIGNMENT Space assignment priority is given according to sponsorship level and date of registration within that sponsorship level. CSMFO does reserve the right to place, move or relocate any exhibitor in case of necessity for the total benefit and operation of the show. Space assignment shall begin Monday, December 13, 2021. BOOTH PAYMENT Each exhibitor must submit payment for their reserved booth by Friday, January 14, 2022 to avoid a $250 late fee. CANCELLATION All refunds and cancellations of exhibitor booth fees and sponsorships must be in writing to CSMFO by Friday, January 14, 2022. Cancellations will be refunded until this date, less a 25% administrative fee. There will be no refunds after this date. ALL COMPANY REPRESENTATIVES WORKING IN THE EXHIBIT HALL MUST BE REGISTERED FOR THE CONFERENCE All exhibitors must check in at the registration area upon arrival at the conference for a badge and conference information. Please register all persons in your booth so that a badge can be made in advance. Admission shall be by badge and badges are not transferable. Rights of an exhibitor shall not be assignable to any other firm or person. EXHIBITOR RESPONSIBILITIES CSMFO will not be responsible for damage to uncrated materials, materials improperly packed, glass breakage or concealed damage. CSMFO will not be responsible for loss or disappearance of the exhibitor’s materials after same has been delivered to the exhibitor’s booth. Similarly, CSMFO cannot be responsible for disappearance of exhibitor’s materials before the materials are picked up from the exhibitor’s booth for loading after the conference.

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COVID Protocols CSMFO will be closely monitoring Center for Disease Control (CDC), California Department of Public Health (CDPH) and local county guidelines as they pertain to in-person events. CSMFO will be communicating possible attendance requirements regularly as we move closer to the event with registered attendees. CSMFO will enforce any federal, state and local guidelines onsite as they pertain to mask wearing, proof of vaccination, negative COVID-19 test and social distancing. Attendees who do not comply with requirements in place at the time of the conference, will not be allowed admittance. CSMFO also reserves the right to implement health and safety precautions in addition to any official guidelines deemed necessary by the CSMFO Board of Directors that are in the best interest of the attendees. CSMFO is committed to making compliance as easy as possible for attendees via the registration process both on-line and on-site. To ensure the safety of our participants and in compliance with California Department of Public Health requirements for large events, all participants must provide proof of COVID-19 vaccination or a negative test result taken within 72 hours before the event starts on Tuesday, February 15th. To streamline the process for onsite registration, CSMFO will be utilizing online services to assist with COVID-19 prevention. Attendees must provide verification of vaccination or negative test result either prior to the conference or onsite. Protocols currently in effect: All attendees, speakers, sponsors, and exhibitors must: • Provide proof of full vaccination (per CDC definition, attendees must be two weeks past the date of their final vaccination to qualify as being fully vaccinated). OR • Provide proof of a negative COVID-19 test result taken within 72 hours of the event start date of February 15th (please do not complete online verification until negative test result is available). Additional information to provide documentation will be made available to you as we approach the event.

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LOGO SPECIFICATIONS Due: December 14, 2021 IMPORTANT - You must send your logo in 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 for CSMFO printing. SEND YOUR LOGO TO: david.garrison@staff.csmfo.org

EPS

JPEG

Low-Res PNG

High-Res PNG (transparent)

2022 CSMFO CONFERENCE MAGAZINE AND CSMFO NEWS DISCOUNT Diamond Sponsor - Full page ad in the 2022 Conference Magazine and 50% off rotating header banner ad for three weeks on the 2022 CSMFO News Sapphire Sponsor - Half-page ad in the 2022 Conference Magazine and 50% off rotating article side banner ad for three weeks on the 2022 CSMFO News Gold Sponsor - 50% off rotating footer banner ad for three weeks on the 2022 CSMFO News Silver Sponsor - 25% discount on one (1) advertisement package on the 2022 CSMFO News

CSMFO NEWS DIMENSIONS File Type: 300 dpi PDF (will be converted to JPEG) Rotating Top Page Banner 1800px X 450px Rotating Article Side Banner 240px X 960px Rotating Middle of Article Banner 600px X 300px Rotating End of Article Banner 1800px X 180px

ANNUAL CSMFO CONFERENCE MAGAZINE File Type: 300 dpi PDF Full Page Ad 8.5”W x 11”H – Full Dimensions Half Page Ad 4.25”W x 11”H – Full Dimensions CSMFO Magazine Ad Due: January 21, 2022

When your ads are complete, send them and a copy of your confirmation email with your exhibitor level to david.garrison@staff.csmfo.org. Head to news.csmfo.org to view CSMFO News and issuu.com/csmfo to view the Annual Conference Magazines. PAGE 13

2022 CSMFO EXHIBITOR PROSPECTUS

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