grow your business 2016 Marketing Guide exhibit sponsor advertise

grow your business 2016 Marketing Guide exhibit | sponsor | advertise about the South Carolina Association of CPAs The South Carolina Association...
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grow your business

2016 Marketing Guide exhibit | sponsor | advertise

about

the South

Carolina Association of CPAs The South Carolina Association of CPAs (SCACPA) is your connection to over 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,Chart you are guaranteed an Title audience of specialized professionals.

Total Members

4,100 68%

%

21

14

n Public Accounting n General Industry

23%

n Education & Government

%

Age Groups

24%

%

42

9% n 35 and younger

n 56 to 65

n 36 to 55

n Over 65

35 and younger

SCACPA is Statewide

36 to 55

56 to 65

Over 65

Foothills Piedmont

Catawba Pee Dee Central Grand Strand

Coastal

Central

28%

Piedmont

24%

Coastal

20%

Foothills

7%

Grand Strand

7%

Catawba

5%

Pee Dee

5%

Sea Island

4%

Sea Island 2016 Marketing Guide

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table of contents

exhibit | sponsor | advertise

conferences & seminars Conference Sponsorhips Conference Exhibitors Schedule, Details & Rates Terms of the Contract

electronic advertising 4 6 6 10

Current Assets Chapter Connections Web Site

14 14 14

contracts/forms

exclusive events

Print & Electronic Advertising Classifieds Affinity Program

Professional Issues Updates Series 9 New CPA Oath Ceremony 8

16 17 18

print advertising CPA Report Classifieds CPE Catalog

13 13 13

Contact Us exhibits & sponsorships [email protected]

affinity programs [email protected]

publication & website advertising [email protected]

South Carolina Association of Certified Public Accountants 1300 12th Street, Suite D | Cayce, SC 29033 803.791.4181 | 888.557.4814 toll free www.scacpa.org

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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 website 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 (PDF 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 website 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 (PDF provided electronically upon request)

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 website 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)

Other Sponsorships

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

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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. 17-18, 2016 Anticipated attendance: 200 This two-day event is targeted 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.

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

Columbia | Dec. 19, 2016 Anticipated Attendance: 300 Gold Sponsorship: $1200 | After Oct. 20: $1400 Silver Sponsorship: $950 | After Oct. 20: $1150 Brochure publication deadline: Sept. 25, 2016

Diamond Sponsorship: $2600 Gold Sponsorship: $1200 | After Sept. 15: $1400 Silver Sponsorship: $950 | After Sept. 15: $1150 Brochure publication deadline: Aug. 25, 2016

Greenville | Dec. 20, 2016 Anticipated Attendance: 300 Gold Sponsorship: $1200 | After Oct. 30: $1400 Silver Sponsorship: $950 | After Oct. 30: $1150 Brochure publication deadline: Sept. 22, 2016

Accounting and Auditing Conference Columbia | Dec. 8-9, 2016

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

Anticipated attendance: 200 CPAs in public practice, industry and government attend this top-rated conference. Diamond Sponsorship: $2600 Gold Sponsorship: $1200 | After Oct. 13: $1400 Silver Sponsorship: $950 | After Oct. 13: $1150 Conference Attendee Gift Sponsor: Call for quote Brochure publication deadline: Sept. 15, 2016

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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

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

two chairs • Two lunch passes for networking with attendees, per day • Company listing in electronic conference brochure with link to company website 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 (PDF provided electronically upon request)

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 the SCACPA office or [email protected]. 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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exhibitor opportunities Conference dates are subject to change. Visit www.scacpa.org for more detailed information on conferences and workshops.

Employee Benefit Plans

Fraud Conference

Anticipated attendance: 100 Designed for CPAs, auditors and financial professionals responsible for auditing benefit plans. Exhibitor Package: $275 | After March 10: $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 July 21: $375 Concierge Package: $150

Columbia | Sept. 22, 2016

Columbia | May 12, 2016

Financial Planning Conference

CPAs in Business and Industry

Columbia | Oct. 25, 2016

Columbia | May 19-20, 2016

Anticipated attendance: 200 Designed for CPAs working specifically in business and industry. Exhibitor Package: $550 | After March 17: $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. 1: $375 Concierge Package: $150

Government Conference

Governmental Workshop

Columbia | May 24, 2016

Columbia | Oct. 27, 2016

Anticipated attendance: 100-200 Designed for CPAs in government. Exhibitor Package: $275 | After March 31: $375 Concierge Package: $150

Anticipated attendance: 150 Designed for CPAs in government and public accountants serving this area. Exhibitor Package: $275 | After Sept. 1: $375 Concierge Package: $150

NonProfit Conference

CPA Summit

Columbia | May 25, 2016

Anticipated attendance: 100 Designed for CPAs in non-profit organizations. Exhibitor Package: $275 | After March 31: $375 Concierge Package: $150

Columbia | Nov. 17-18, 2016 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. 15: $650 Concierge Package: $250

Trusted Client Adviser Workshop Columbia | June X, 2016

Anticipated attendance: 75-100 Designed for sole-practitioners and small firms. Exhibitor Package: $275 | After April 5: $375 Concierge Package: $150

Accounting & Auditing Conference Columbia | Dec. 8-9, 2016

Anticipated attendance: 225 CPAs in public practice, industry, and government attend this top-rated conference. Exhibitor Package: $550 | After Oct. 13: $650 Concierge Package: $250

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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, 2016.

GOLD SPONSOR: $1000 (per event)

• Up to four event registrations • List of ceremony attendees (provided at the conference)

• Verbal recognition during ceremony • Company logo featured in the following: - Signage - Ceremony program - SCACPAs event Web page with a link to your company website

SILVER SPONSOR: $500 (per event)

• 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

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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Professional Issues Updates Package Sponsorship

These half-day programs are held in eight communities across South Carolina to update CPAs on professional issues and trends. SCACPA anticipates reaching more than 1000 members (26 percent) with this series in 2016. Cities on the tour include 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.

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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 first-paid, 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. 6. SCACPA management reserves the right to approve the character of any exhibit, any goods therein and the attendant advertising and sales promotion and to prohibit anything which in its judgment because of noise or other objectionable features may detract from the show in general. 7. All sound equipment must be regulated so that it does not disturb neighboring exhibits. SCACPA reserves the right to determine at what point sound constitutes interference with others and must be discontinued. Due to regulations by the music industry regarding music at public meetings, conventions and shows, exhibitors may not play music during the conference, either live or recorded. 8. Exhibitors will not be permitted to assign, sublet or share with others any part of the space allotted to them. 9. SCACPA management reserves the right to require any exhibitor to move his exhibit to another location if it is in the best interest of the show. 10. Advertising materials cannot be distributed outside of the exhibitor’s exhibit. 11. Exhibits must be kept clean. The floor and display areas of the exhibits must be clear of debris. Exhibitors will be liable for any extra clean-up costs incurred due to displays, food machines and other means.

2016 Marketing Guide

12. The use of promotions, premiums, lotteries or giveaway contests must be approved by SCACPA management. Such approval may be granted or withheld with or without cause at the discretion of SCACPA management. 13. Objectionable practices by exhibitors or official suppliers should be reported immediately and not after the conference is completed. 14. It is agreed that SCACPA and the host facilities shall not be liable for any damage to, or destruction of, any exhibit from any cause or for the theft or disappearance of any exhibit or any property contained in or about the exhibit area. 15. The exhibitor agrees to indemnify and hold harmless SCACPA and the host facilities or their employees or their representatives against any and all liabilities for damage, injury or loss to all persons and any and all claims arising out of acts or omissions of exhibitors, their employees or their representatives. 16. Insurance, if desired by the exhibitors, must be obtained at their own expense. 17. Exhibitors will not offer educational/ training or other programs within the show facility simultaneous to SCACPA related programs. ARTWORK SUBMISSION 18. Submit high resolution logo (1” square) to [email protected] four months prior to event for placement on the website and in printed materials applicable.* 19. Submit high resolution advertisement artwork (8.5 x11”, no bleeds) in PDF format to [email protected] 60 days prior to event for placement in the 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 at 803.791.4181. 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-todate information. Please indicate below the events in which you plan to participate. CONFERENCES / WORKSHOPS

DIAMOND SPONSOR

q CPA Summit Nov. 17-18, 2016

q By Sept. 15 q By Sept. 15 - $1200 $2600 q After Sept. 15 - $1400

GOLD SPONSOR

SILVER SPONSOR

EXHIBITOR PACKAGE

CONCIERGE ATTENDEE PACKAGE GIFT SPONSOR

q By Sept. 15 - $950 q After Sept. 15- $1150

q By Sept. 15 - $550 q After Sept. 15 - $650

q $250

q Call for Quote

q $250

q Call for Quote

q Accounting & Auditing q By Oct. 13 Dec. 8-9, 2016 $2600

q By Oct. 13 - $1200 q After Oct. 13 - $1400

q By Oct. 13 - $950 q After Oct. 13- $1150

q By Oct. 13 - $550 q After Oct. 13 - $650

q Federal Tax Update Columbia Dec. 19, 2016

q By Oct. 20 - $1200 q After Oct. 20 - $1400

q By Oct. 20- $950 q After Oct. 20 - $1150

q By Oct. 20 - $550 q After Oct. 20- $650

q Call for Quote

q Federal Tax Update Greenville Dec. 20, 2016

q By Oct. 27 - $1200 q After Oct. 27 - $1400

q By Oct. 27 - $950 q After Oct. 27 - $1150

q By Oct. 27 - $550 q After Oct. 27 - $650

q Call for Quote

CONFERENCES / WORKSHOPS

EXHIBITOR PACKAGE

CONCIERGE PACKAGE ATTENDEE GIFT SPONSOR

q Employee Benefit Plans | May 12, 2016

q By March 10 - $275 q After March 10- $375

q $150

q Call for Quote

q Business & Industry | May 19-20, 2016

q By March 17- $550

q After March 17- $650

q $250

q Call for Quote

q Government | May 24, 2016

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

q $150

q Call for Quote

q Nonprofit | May 25, 2016

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

q $150

q Call for Quote

q Trusted Client Adviser Workshop | June 7, 2016

q By April 5 - $275

q After April 5 - $375

q $150

q Call for Quote

q Fraud | Sept. 22, 2016

q By July 21 - $275

q After July 21 - $375

q $150

q Call for Quote

q Financial Planning | Oct. 25, 2016

q By Sept. 1 - $275

q After Sept. 1 - $375

q $150

q Call for Quote

q Governmental Work Shop | Oct. 27, 2016

q By Sept. 1 - $275

q After Sept. 1 - $375

q $150

q Call for Quote

PROFESSIONAL ISSUES UPDATE q Charleston q Columbia q Florence

q Greenville q Hilton Head q Myrtle Beach

q Rock Hill q Spartanburg

GOLD SPONSOR

PLATINUM SPONSOR

ATTENDEE GIFT SPONSOR

q $750 per location

q $6,000 includes all eight 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, 2016

q $1000

q $500

q $250

q Call for Quote

q New CPA Oath Ceremony - Nov. 17, 2016

q $1000

q $500

q $250

q Call for Quote

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exhibitor/sponsor application Mail: SCACPA, 1300 12th St., Suite D, Cayce, SC 29033 | Fax: 803.791.4196 | Email: [email protected] Marketing Contact Name*

** On-site contact is the person who will be attending the event and who the SCACPA 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 Renee Allen-Joye at [email protected].

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: Website 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 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. 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

Discount(s):

subject to verification

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

The South Carolina CPA Report

SCACPA’s full-color professional journal is published quarterly and distributed to more than 4,100 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

Second Edition 2015

First Edition 2015

South Carolina Association of Certified Public Accountants

South Carolina Association of Certified Public Accountants

2015 Tax Issues in South Carolina n

Infrastructure, Education Funding Likely to Top Legislative Agenda

n

Late Partial Dispositions

n

Sales of Timber for Individual Taxpayers

n

Tax Treatment of Tangible Property

Cyber Security Are You Prepared for a Threat? Managing Passwords Third Edition 2015 South Carolina Association of Certified Public Accountants

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

Classifieds CLASSIFIEDS PRINT (CPA Report) Reach 4,100+ potential buyers, renters, consumers and potential staff and partners through our classified listings.

In the Spotlight PLUS

CPAs in the Nonprofit Sector Meet SCACPA’s New CEO

An Introduction to PCI Compliance

Learn & Thrive with CPE

Farewell from CEO Erin Pate

SC DOR New Taxpayer Support System CPA Day at the State House & Annual Member Meeting Recap Meet the Next Generation of Leaders

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 [email protected] or fax to (803) 791-4196. Deadline: See contract on page 17

CPE Catalog (print & electronic) SCACPA CPE Catalog April 30, 2015 - Jan. 31, 2016

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 2016. Prices: Inside Front or Inside Back Cover, $500 per issue (March 2016 and Aug. 2016 distribution)

www.scacpa.org/CPE

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electronic advertising Current Assets

SCACPA’s bi-monthly enewsletter, Current Assets, exceeds industry standards with an average 26 percent open rate and is distributed to more than 4,100 members and subscribers each month. Prices: $600 per month or $300 per issue. Artwork with live link to your site. SCACPA will provide regular information on click-through rates of the live link upon request. The email is sent on the first and third Thursday of every month.

Tuesday Teaser

The Tuesday Teaser is a bi-monthly email publication received by more than 4,100 accounting professionals. A highly read communication, this email blast details upcoming SCACPA courses and offerings. CPE Source is mailed bi-weekly on every 2nd and 4th Tuesday, April thru December. Prices: $600 per month or $300 per issue. Artwork with live link to your site. SCACPA will provide regular information on clickthrough rates of the live link upon request. The email is sent on the second and fourth Thursday of every month.

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 Wednesday of each month, detailing events and news 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: 1300 x 250, Rectangle Ad: $3,000 per year or $300/month. Includes live link to your website. 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 call 803.791.4181 or e-mail [email protected].

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2016 magazine advertising contract I would like to purchase the following ad space in the 2016 South Carolina CPA Report (circulation 4,100)

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: ______________________________ Email: ______________________________________________________________________________

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

Jan. 22, 2016

3rd week of Feb.

Inside Cover

o $935

o $810

o $740

8.5” x 11”

o Q2, Summer

March 29, 2016

3rd week of May

Full Page

o $885

o $790

o $710

8.5” x 11”

o Q3, Fall

June 28, 2016

3rd week of Aug.

Half Page

o $630

o $540

o $485

8.5” x 4.75”

o Q4, Winter

Sept. 27, 2016

3rd 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 [email protected] 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 Terms: All invoices due upon receipt. For more information about classified listing opportunities, Contact Lisa McGee 1-888-557-4814 (toll free in SC) or please call 803.791.4181 or email [email protected]. [email protected].

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 MC

m Discover

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 1300 12th Street, Suite D | Cayce, SC 29033 Fax: 803.791.4196

m Am. Exp.

2016 print & electronic advertising contract Advertiser: _______________________________________________

Local Contact: _______________________________________________

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

Unless otherwise noted, electronic advertisements are due one week before email date.

2016 Advertising Opportunities m CPE Catalog $500 per issue for front or back inside cover q March q August Note: Ads for print advertising are due 10 weeks prior to mail dates.

m Tuesday Teaser $600 /month or $300/issue q April 12, 26 q May 10, 24 q June 14, 28 q July12, 26 q Aug. 9, 23 q Sept. 13, 27 q Oct. 11, 25 q Nov. 8, 22 q Dec. 13, 27

m Current Assets $600 /month or $300/issue q Jan. 7, 21 q July 7, 21 q Feb. 4, 18 q Aug. 5, 19 q March 3, 17 q Sept. 1, 15 q April 7, 21 q Oct. 6, 20 q May 5, 19 q Nov. 3, 17 q June 2, 16 q Dec. 1, 15 Note: Mails 1st and 3rd Thursday of every month.

m SCACPA Website 300 x 250 Rectangle Ad: $3,000 per year or $300/month Please select month(s) you would like your ad to appear: q Jan. 1-31 q July 1-31 q Feb. 1-29 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 2nd and 4th Tuesday, April thru Dec.

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 [email protected] or delivered on disk to the address below. Limitations: No positions are guaranteed. Ad rates above apply for full color, two-color and black & white ads. Advertisements for any continuing professional education program will not be accepted. Advertisers assume liability for content of their ad.

For more information about classified listing opportunities, please call 803.791.4181 or email communications@ 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, 1300 12th St., Suite D | Cayce, SC 29033

2016 Marketing Guide

Fax to: 803.791.4196

16

803.791.4181 | www.scacpa.org

2016 classifieds contract Advertiser: _______________________________________________

Local Contact: ______________________________________________

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

Unless otherwise noted, electronic advertisements are due one week before email date.

Classifieds Print m CPA Report q 1Q, Winter 2016 Deadline: Jan. 22, 2016 q 2Q, Spring 2016 Deadline: March 29, 2016 q 3Q, Summer 2016 Deadline: June 28, 2016 q 4Q, Fall 2016 Deadline: Sept. 27, 2016

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

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. 7, 21 Feb. 4, 18 March 3, 17 April 7, 21 May 5, 19 June 2, 16

q q q q q q

July 7, 21 Aug. 4, 18 Sept. 1, 15 Oct. 6, 20 Nov. 3, 17 Dec. 1, 15

March 16 April 20 May 18 June 15

q q q q q q

Rates per month: $90 members $180 non-members 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

July 20 Aug. 17 Sept. 21 Oct. 19

q Nov. 16 q Dec. 21

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

Jan. 1-31 Feb. 1-29 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: $90 per ad for members $180 non-members

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 [email protected] . Limitations: No positions are guaranteed. Advertisements for any continuing professional education program will not be accepted. Advertisers assume liability for content of their ad.

For more information about classified listing opportunities, please call 803.791.4181 or email communications@ 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, 1300 12th St., Suite D | Cayce, SC 29033

2016 Marketing Guide

Fax to: 803.791.4196

17

803.791.4181 | www.scacpa.org

2016 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 member magazine o CPE Catalog, a catalog featuring SCACPA seminars and conferences o Current Assets, bi-monthly electronic newsletter o www.scacpa.org, choose from banner advertising or marketplace ads o Exhibitor/Conference Sponsorship Packages

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 Action Team 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 Action Team is final.

SUBMISSION INFORMATION Return to: SCACPA 1300 12th St., Suite D Cayce, SC 29033

Signature: Date:

Fax: 803.791.4181

Print Name: Title:

[email protected]

Email:

South Carolina Association of CPAs 1300 12th Street, Suite D Cayce, SC 29033 803.791.4181 | 888.557.4814 www.scacpa.org