Convergence 2015 DALLAS CPA SOCIETY. Networking with 1,200 CPAs. May 8, 2015 InterContinental Dallas Hotel

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1 DALLAS CPA SOCIETY Convergence 2015 Providing Premier Education for the North Texas Financial Community May 8, 2015 InterContinental Dallas Hotel Networking with 1,200 CPAs

Get to Know the Top Financial Minds in North Texas While They Get to Know Your Company Dear Dallas CPA Society Supporter: The Dallas CPA Society is pleased to introduce you to Convergence 2015, our

2 Get to Know the Top Financial Minds in North Texas While They Get to Know Your Company Dear Dallas CPA Society Supporter: The Dallas CPA Society is pleased to introduce you to Convergence 2015, our annual Continuing Professional Education Conference, to be held Friday, May 8, 2015, at the InterContinental Dallas Hotel. The Dallas CPA Society (DCPAS) is a not-for -profit professional association serving approximately 6,000 members in Dallas and its surrounding 13 counties. It is the second largest chapter of the Texas Society of Certified Public Accountants, the statewide professional association with over 29,000 members and 20 chapters around the state. Our organization offers continuing education subsidized in large part by the support of generous sponsors, companies like yours, who in turn receive the opportunity to network and interact with our members and your potential clients. The Convergence program, now celebrating its eleventh anniversary, is very popular with our membership. Last year we had more than 1,200 register for this all-day conference. The event is also well received by our sponsors, many of whom have been repeat supporters for several years. The reason for this is simple: our approximately 6,000 members make great customers. They deeply appreciate the contributions of outstanding companies like yours, and when the need arises for your services, they remember. So we encourage you to take a moment to read more about the benefits of Convergence sponsorship and make the choice to be a part of this exciting, rewarding and valuable event. Contact Caitlin Overton at the Society office with any questions you may have and to reserve your place as a Convergence 2015 Sponsor. We appreciate your consideration. Don t miss your opportunity to introduce your services to the top financial minds of North Texas. Sponsor today! Terri Hornberger Tom Walker Mike Brower Chair Conference Chair Sponsorship Chair Dallas CPA Society Convergence 2015 Dallas CPA Society Terri M. Hornberger, CPA Dallas Cowboys Football Club The Intersect Group To reserve your sponsorship, contact: Caitlin Overton Dallas CPA Society Park Central Drive, Suite 1000 Dallas, TX Fax coverton@cpadallas.org

3 Sponsorship Benefits Table SPONSORSHIP LEVELS Title Lunch Internet Break Platinum Gold Silver $10,000 $8,500 $8,000 $7,000 $6,000 $5,000 $3,000 Opportunity to attend DCPAS Sponsor Happy Hour Opportunity to place company giveaways at each luncheon seat Cards and signs with instructions for internet access and company logo available at registration and displayed at each session room Company name as password for internet access Opportunity to place napkins with company logo on break tables Signs with company logo displayed at each break table Naming rights Lunch Internet Break Opportunity to introduce speakers in CPE Sessions Free advertisement in DCPAS monthly newsletter Advertisement in conference program Fullpage Fullpage Halfpage Halfpage Fullpage Halfpage Quarterpage Company representatives staffing exhibit space, with the opportunity to attend luncheon and network with participants ' x 10' exhibit space in vendor area Display of company logo on sponsor banner at conference Listed in conference program with sponsorship level Company logo on presentation slide displayed at luncheon List of participants, including names and companies Inclusion of company representatives names, contact information and company description in Sponsor handout to be distributed to all conference participants Recognition on conference materials sent to approximately 6,000 members and 7,500 prospective members of the Dallas CPA Society as well as its partnering organizations Recognition in DCPAS monthly newsletter, on DCPAS website and social media Listed with sponsorship level at DCPAS events Company logo on signs in DCPAS office reception area, training facility and conference room *Additional company representatives onsite and attending luncheon: $500 each PROGRAM ADVERTISING Full-page Ad: $1,000 Half-page Ad: $750 Quarter-page Ad: $500 Call the Dallas CPA Society for Custom Packages

4 About the DALLAS CPA SOCIETY The Dallas CPA Society of the Texas Society of CPAs is one of the premier professional associations in the Metroplex. We serve approximately 6,000 professionals who work for multinational, regional and local corporations; accounting, consulting and law firms; associations; small businesses; government; educational and other entities across North Texas. Our members are executives, chief financial officers, entrepreneurs and financial advisors, as well as educators and public practitioners. Dallas CPAs are the decision makers and trusted business advisors at the center of one of the fastest growing markets in the country. The Convergence conference is popular with our members. Of the 1,200 who registered, 28% were CFOs/ Controllers; 36% work for companies with over $100 million in annual revenue and 20% for companies with revenue over $1 billion. Come be a part of the premier continuing education conference for the financial community of North Texas. Convergence 2014 Area of Interest % Registered % Attended Accounting 36.0% 29.9% Auditing 11.1% 8.3% Estates 1.7% 1.4% Nonprofit 7.1% 6.4% State Taxation 1.6% 1.4% Strategy 5.0% 3.8% Taxation 49.5% 42.2% Technology 4.7% 3.4% Other Interests 3.9% 3.2% Employment Category % Registered % Attended Public Accounting - Local 39.9% 33.0% Public Accounting - Regional 6.2% 4.4% Public Accounting - National 2.8% 2.6% Industry - Public Company 18.1% 15.4% Industry - Nonpublic Company 36.0% 29.2% Law Firm 2.1% 2.0% Government 2.5% 2.3% Education 1.7% 1.6% Nonprofit 7.3% 6.4% Unemployed 0.9% 0.7% In Transition 3.1% 2.1% Student 0.2% 0.2% Job Title % Registered % Attended CFO/VP of Finance 15.9% 12.4% Controller 12.8% 9.9% Sole Practitioner 16.3% 13.4% CPA Firm Employee 6.2% 4.9% CPA Firm Manager 6.5% 5.0% CPA Firm Partner 16.6% 13.4% CPA Firm Senior 3.4% 3.2% Education Professor 1.1% 1.1% Government Employee 1.2% 1.2% Internal Auditor 2.0% 1.5% Manager 17.4% 15.9% Nonprofit Employee 2.6% 2.2% Nonprofit Board Member 0.2% 0.2% Treasurer 0.6% 0.5% Attorney 1.5% 1.4% Business/Industry Employee 13.2% 11.5% In Transition/Undetermined 3.2% 2.2% Company Revenue % Registered % Attended Over $1 billion 20.2% 16.7% $500 million to $1 billion 5.9% 4.1% $100 million to $500 million 10.0% 9.1% $10 million to $100 million 23.4% 18.7% $5 million to $10 million 8.1% 6.8% $1 million to $5 million 14.9% 12.3% $500,000 to $1 million 7.8% 6.9% $250,000 to $500, % 8.0% $0 to $250, % 17.4%

5 Company Name: Sponsorship Agreement Form Thank you for your participation in Convergence Please review and execute the terms and conditions related to sponsorship and exhibits and return to: Dallas CPA Society, Attn: Caitlin Overton Park Central Drive, Suite 1000 Dallas, TX Sponsor Level: Title Luncheon Internet Break Platinum Gold Silver Ad Purchase Only: Full-page Half-page Quarter-page TERMS AND CONDITIONS This agreement ( Agreement ) is made as of this day of, 20, by and between Dallas CPA Society ( DCPAS ) and ( Sponsor ). WHEREAS, DCPAS is responsible for presenting Convergence 2015 (the Event ). WHEREAS, DCPAS and Sponsor desire to enter into an agreement whereby Sponsor will provide sponsorship to Convergence 2015 of DCPAS upon the terms and conditions set forth herein. NOW, THEREFORE, in consideration of the mutual promises and agreements contained herein, the parties hereto agree as follows: Article 1 Sponsorship Benefits and Obligations 1.1 Sponsor Benefits. During the term of this Agreement, the Sponsor will be entitled to the Sponsor Benefits set forth in this sponsorship brochure ( Sponsor Benefits. ) 1.2 Sponsor Fee. Sponsors will pay sponsorship fees as more particularly described in this sponsorship brochure. Article 2 Term and Termination of Agreement 2.1 Term. This Agreement shall be effective as of the Effective Date indicated on the cover page hereto and shall expire at 12:01 a.m. on the day following the event (the Term ). 2.2 Termination. Either the Sponsor or DCPAS may terminate this Agreement upon thirty (30) days written notice at any time in the event of material breach of this Agreement by the other party that is not cured within such thirty (30) day period. 2.3 Duties Upon Termination. Within one week after any termination of this Agreement, the Sponsor must remove all of DCPAS Trademarks (as defined herein) from its website and other materials and cease all use of the such Trademarks. There will be no refund of sponsorship fees upon any termination under this Section 2. Article 3 Trademark Usage 3.1 DCPAS Trademarks. The terms Dallas CPA Society and Convergence 2015 and the associated logos, are trademarks, which DCPAS either owns or has the right to license (collectively, DCPAS Trademarks ). Sponsor may utilize the DCPAS Trademarks during the Term of this Agreement only in connection with advertising or promotional materials for the Event as contemplated by this Agreement and as approved in advance by DCPAS. Sponsor will not acquire any rights in any of the names, trademarks, logos, or other marks owned by DCPAS, and may only use such marks with the prior, written approval of DCPAS. 3.2 Sponsor Trademarks. DCPAS may only utilize trademarks which Sponsor either owns or has the right to license during the Term of this Agreement and in connection with advertising or promotional materials for the Event as contemplated by this Agreement and as approved in advance by Sponsor. DCPAS will not acquire any rights in any of the names, trademarks, logos, or other marks owned by Sponsor, and may only use such marks with the prior, written approval of Sponsor. Article 4 Additional Terms 4.1 Sponsor Exhibit Obligations. Sponsor has the following obligations: a. Exhibit hours are established by DCPAS only. Generally, exhibits will be open during registration, breaks and lunch, as well as any other hours specifically designated for exhibit viewing. b. At least three weeks prior to the Event, Sponsor shall submit to DCPAS by facsimile (at the number provided in Section 4.8), (at the address provided in Section 4.8), or hand delivery (1) the names of company representatives attending the Event (provided, however, that the maximum number of representatives that may attend the Event shall not exceed the number set forth in the Sponsor Benefits); and (2) the proposed configuration of the exhibit (subject to space limitations set forth in the Sponsor Benefits). The configuration of exhibits (other than the maximum space permitted by the Sponsor Benefits) is subject to approval by DCPAS. Each exhibit can have up to a 10 foot wide backdrop; provided, however, that if the backdrop is greater than 3 feet deep, approval must be obtained from DCPAS. c. DCPAS will provide two chairs only for each Sponsor s exhibit. d. Sponsor is responsible for setting up and tearing down their exhibits. No assistance will be provided by DCPAS. Sponsor will set up and tear down its exhibits during the time periods established by DCPAS. e. In assigning exhibit space, full consideration will be given to competing products and general grouping of exhibits for proper display and comparison. Subject to the Sponsor Benefits, the DCPAS reserves the right to relocate any exhibit for the benefit of the exhibitor or for the betterment of the exhibition. No firm, organization, company or individual without assigned exhibit space will be permitted to display or distribute products or literature, or solicit business within the exhibition hall. Exhibitors will not be permitted to assign, sublet or share with others any part of the space allocated to them. f. The DCPAS reserves the right to determine the eligibility of any product or service for inclusion in the exhibition. g. Sponsor or its representatives shall not injure or deface the walls or floors of the meeting site. When such damage occurs, Sponsor is liable to the owner of the property so damaged.

6 h. Knowledgeable representatives of Sponsor shall staff exhibits during the specified exhibit hours. DCPAS will not provide staffing for exhibits. The number of Sponsor representatives will depend on sponsorship level. i. Sponsor representatives shall wear appropriate DCPAS badges at all times. The badges will be available at the conference registration desk during the exhibit setup period. j. Security is available at the request and expense of Sponsor. Sponsor should consider removing from the meeting site or otherwise securing all equipment, supplies and other information at the close of each conference day. k. Sponsor is responsible for shipping materials to and from the conference. All costs and coordination of receipt and delivery associated with the shipping and storage of exhibit materials are the responsibility of the Sponsor. l. Federal, state and local laws covering fire, safety and health must be strictly observed. Exhibits must not block aisles or fire exits. Storage of boxes and materials beneath exhibit tables may also be restricted. All materials used in decoration must be flameproof. Electrical wiring must conform to the National Electrical Code Safety Rules. Sponsor shall follow the instructions of facility personnel and/or DCPAS staff regarding conformity with fire and health codes. 4.2 Relationship of the Parties. The Sponsor and DCPAS are independent contractors, and nothing in this Agreement creates any partnership, joint venture, agency, franchise, sales relationship, or employment relationship between the Sponsor and DCPAS. The Sponsor understands that it does not have authority to act for or on behalf of, make representations on behalf of or bind DCPAS. The Sponsor may not make any statement through any medium that would contradict anything in this paragraph. 4.3 Representations and Warranties. EXCEPT AS EXPRESSLY SET FORTH IN THIS AGREEMENT, DCPAS MAKES NO, AND EXPRESSLY DISCLAIMS ANY, REPRESENTATIONS OR WARRANTIES, EXPRESS OR IMPLIED, REGARDING THE SPONSORSHIP PROGRAM FOR CONVERGENCE 2015 AND BENEFITS, THE DCPAS TRADEMARKS, AND ANY OTHER SERVICE PROVIDED BY DCPAS HEREUNDER. THE PROVISIONS OF THIS PARAGRAPH SHALL SURVIVE TERMINATION OR EXPIRATION OF THE AGREEMENT. 4.4 No Liability. DCPAS is not liable for any of Sponsor s expenses, lost profits, lost business opportunities or any other direct, indirect, special, punitive, incidental, or consequential damages arising out of or related to this Agreement. 4.5 Indemnification. Sponsor agrees to indemnify and hold DCPAS, the meeting facility and its owners, officers, committees, directors, employees and agents (collectively, the Indemnities ) harmless from any and all claims, damages, costs, losses, expenses, causes of action, liabilities and obligations of whatever nature or type, which the Sponsor has, or may have, or which have been, or could have been, or in the future otherwise might have asserted against it in connection with acts of the Sponsor, its directors, shareholders, officers, agents or employees. Upon signing this Agreement, Sponsor expressly releases the Indemnities from any and all claims for loss, damage or injury. 4.6 Governing Law. This Agreement shall be governed by the laws of the State of Texas, exclusive of its conflicts of law rules. Any dispute under this Agreement involving its interpretation or the obligations of a party hereto or relating to the performance of a party hereto, shall be determined by binding arbitration in accordance with the commercial arbitration rules of the American Arbitration Association, in Dallas, Texas, before a single arbitrator. The arbitrator shall have the authority to permit discovery, to the extent deemed appropriate by the arbitrator, upon request of a party. The arbitrator shall have no power or authority to add to or detract from the agreements of the parties, and the costs of the arbitration shall be borne equally. The arbitrator shall have the authority to grant any temporary, preliminary or injunctive relief in a form substantially similar to that which would otherwise be granted by a court of law. The arbitrator shall have no authority to award punitive damages. The resulting arbitration award may be enforced, or injunctive relief may be sought, in any court of competent jurisdiction. 4.7 Force Majeure. In the event Convergence 2015 shall be prevented from performing any of its obligations due under the terms of this Agreement by an act of God, by acts of war, or civil commotion, resulting in the Event not being held then DCPAS and Sponsor shall be excused from the performance of their remaining respective obligations hereunder with respect to such Event. 4.8 Notices. All notices required or permitted to be made under this Agreement shall be in writing and shall be deemed to have been duly given when delivered or sent by prepaid certified or registered mail. Notices shall be sent to Dallas CPA Society, Attn: Caitlin Overton, Park Central Drive, Suite 1000, Dallas, TX 75251, fax , or coverton@cpadallas.org. 4.9 Entire Agreement. This Agreement constitutes the entire agreement of the parties hereto with respect to the subject matter hereof and supersedes any prior or contemporaneous written or verbal communications or representations regarding such subject matter. This Agreement may not be modified except in writing signed by both parties hereto No Waiver. No delay or omission by either party in exercising any right or remedy under this Agreement or existing at law or equity shall be considered a waiver of such right or remedy. No waiver by either party of any right or remedy whether under this Agreement or otherwise shall be effective unless in writing Severability. If any provision of this Agreement is held to be invalid or unenforceable, it will be construed to have the broadest interpretation which would make it valid and enforceable. Invalidity and unenforceability of one provision will not affect any other provision of this Agreement Assignability. Neither party to this Agreement may assign, transfer, sell, pledge, or hypothecate its right, title of interest in this contract or any part thereof, or any rights or privileges created thereby without prior written consent of the other party. Acceptance of Terms and Conditions: By: Signature Date: Name (Type or Print)

7 COMPANY NAME: Sponsor Information Form GENERAL INFORMATION SPONSOR LEVEL: Platinum Gold Silver Ad Purchase Only: Full-page Half-page Quarter-page Please contact the Dallas CPA Society regarding availability of Title, Luncheon, Break, Internet and Parking sponsor levels. COMPANY CONTACT Name: Street Address: Title: City/State/Zip: Phone Number: Address: Fax: INFORMATION FOR CONFERENCE HANDOUT Your company name, logo, company description and a list of representatives will be included in a Sponsor handout to be distributed to participants at the event. Please fill out the following information as you would like it to appear in the handout. For sponsorships which include a logo placement, please your company logo in high resolution format to: Caitlin Overton at coverton@cpadallas.org. COMPANY NAME: Preferred name for use in promotional materials. (Example XYZ & Co. instead of XYZ and Company, LLC ) COMPANY DESCRIPTION: Please provide a promotional description of your organization (75 words maximum), to be included in the Sponsor handout. (Example: XYZ & Co. has been a nationally-recognized provider of professional services since With approximately 500 locations across the country, we are uniquely positioned to offer our clients unparalleled fulfillment of all of their business needs. Learn more at XYZ.com ) REPRESENTATIVES: Please note that your sponsorship entitles you to a certain number of representatives to be on-site and attending the luncheon at no charge, depending on your level of participation. You may increase that number at an additional charge of $500 per person. Will you be sending additional representatives? Yes No If yes, how $500 each = $ (Please include this amount in your payment.) Please list the names, business phone numbers and addresses of your authorized company representatives. Please be advised that this information also will be displayed in a Sponsor handout to be distributed to participants at the event.

8 EXHIBIT INFORMATION For sponsorship levels that include an exhibit space, your company will be provided with an area that is a minimum of 10 feet wide by 8 feet deep. Please check below any of the following that applies to your station (additional costs may apply for electricity, Internet and special requests): Table (Provided by DCPAS) 2 Chairs (Provided by DCPAS) Internet Electricity Will you be bringing any displays, booths, banners, or signage? Yes If yes, how many and what size? No Will you be bringing displays, booths, stands or any objects to be exhibited beside and/or in front of the table provided (subject to DCPAS approval)? Yes No PAYMENT AND BILLING INFORMATION Please complete the billing information form below. Checks should be made payable to the Dallas CPA Society. If you would prefer to pay by telephone, please contact the DCPAS office at with your card information. The Dallas CPA Society will send an invoice for the sponsorship fee upon receipt of the Sponsor billing information. All sponsorship benefits are subject to receipt of required sponsorship payment and execution by authorized party of this form and the Sponsorship Agreement. Name: Street Address: BILLING INFORMATION Title: City/State/Zip: Phone Number: Address: Fax: Credit Card Name: Credit Card Billing Address: CREDIT CARD INFORMATION Card Number: Card Type: Visa Master Card American Express Expiration Date: Security Code: Amount To Be Charged: Signature: Please send completed sponsor and billing information form to: Dallas CPA Society Attn: Caitlin Overton Park Central Drive, Suite 1000 Dallas, TX coverton@cpadallas.org

9 12700 Park Central Drive, Suite 1000, Dallas, TX

Convergence 2019 DALLAS CPA SOCIETY. Networking with over 1,100 CPAs PROVIDING PREMIER EDUCATION FOR THE NORTH TEXAS FINANCIAL COMMUNITY

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