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2022 Sponsorship Opportunities

CPAmerica Sponsorship As a CPAmerica sponsor, you gain access to 87 high-caliber, independent accounting firms across the United States. This is an exclusive group, strategically selected based on their desire to remain independent while also being committed to improving their knowledge and developing the ability to grow through sharing of information and best practices with other CPAmerica member firms and industry leaders. More than 65 percent of CPAmerica member firms have been recognized by Accounting Today and INSIDE Public Accounting in the following categories: • Top 100, 200 and 300 Firms • Managing Partner Elite • Regional Leaders • Best Firms to Work For • Fastest-Growing Firms • Most Admired by Peers

Nationally Independent. Internationally Connected. CPAmerica is a member of Crowe Global – a top-10 accounting organization in the U.S. and worldwide. CPAmerica member firms and Crowe Global firms generate a combined revenue of $4.4 billion. As a CPAmerica sponsor, you are uniquely positioned to develop relationships with U.S.-based firms that offer their clients the attention of a local firm with the knowledge and resources of an international association. Your products and services will be top-of-mind as you develop long-lasting relationships with managing partners, and partners who specialize in tax, A&A and industry niches. You will also have the opportunity to become a trusted resource for mid-management and up-and-coming professionals who are working their way into leadership positions within the firm.

www.cpamerica.org • (352)727-4070

Membership Overview CPAmerica is committed to helping our members be attractive to the top recruits, grow their firms and help their leaders to rise above the rest. Made up of 87 firms with $1.14 billion in revenue, CPAmerica members are vetted through a rigourous process and only the firms with the highest standards of practice are elected to join the association. By partnering with the association, your business gains access to more than 3,500 accounting professionals and more than 900 partners. With a rich history of more than 40 years in the profession, CPAmerica has made its mark among member firms. Twenty-five firms have been with the association for more than 20 years. As a member-driven association, firms are actively engaged in association events and networking activities. Our members are leaders in their communities and enjoy establishing personal relationships with our preferred providers.

Average Largest

CPAmerica, Inc.

Accrual Billings

Partners

People

CPAmerica

$12.6 M

9.9

CPAConnect

$0.8 M

CPAmerica

$121 M

489

CPAConnect

$ 3.9 M

Headquarters and Locations, December 2020

Member Firm Headquarters and Locations

HAWAII

ALASKA

Headquarters = Location = CPAmerica =

PUERTO RICO

U.S. VIRGIN ISLANDS

2022 Sponsorship Opportunities 123120 Ver. A

Industries That CPAmerica Firms Work In Accounting, Tax Preparation, Bookkeeping and Payroll Services; Administration of Housing Programs, Urban Planning and Community Development; Administrative and Support and Waste Management and Remediation Services; Administrative and Support Services; Agriculture, Forestry, Fishing and Hunting; All Other Professional, Scientific and Architectural, Engineering and Related Services; Building Material and Garden Equipment and Supplies Dealers; Chemical Manufacturing; Construction and Infrastructure; Convenience Stores; Depository Credit Intermediation; Dry cleaning and Laundry Services; Educational Services; Elementary and Secondary Schools; Employment Services; Executive, Legislative and Other General Government Support; Finance and Insurance; Funds, Trusts and Other Financial Vehicles; General Freight Trucking, Long-distance; Grocery; Health Care and Social Assistance; Hospitality (Lodging, Food Service); Information; Insurance; International Trade Financing; Investigation and Security Services; Legal Services; Lessors of Nonfinancial Intangible Assets; Linen and Uniform Supply; Management, Scientific and Technical Consulting Services; Manufacturing (includes Pharmaceutical and Medicine); Merchant Wholesalers and Durable Goods; Mining; Motor Vehicle and Parts Dealers; Newspaper Publishers; Nonmetallic Mineral Products Manufacturing; Nursing and Residential Care Facilities; Office of Physicians and Dentists; Oil and Gas Extraction; Personal and Laundry Services; Printing and Related Support Activities; Private Households; Professional, Scientific and Technical Services; Public Administration; Real Estate, Rental and Leasing; Religious, Grantmaking, Civic, Professional, and Similar Organizations; Retail and Wholesale Trade; Sand, Gravel, Clay, Ceramic and Refractory Minerals Mining and Quarrying; Social Assistance; Software Publishers; Specialty Trade Contractors; Tax Preparation Services; Technical Services; Telecommunications (including paging, cellular, satellite, cable and other program distribution, resellers); Transportation and Warehousing; Travel Arrangement and Reservation Services; Trusts, Estates and Agency Accounts; and more.

Products and Services CPAmerica Members Buy Audit Services; Business Services; CPE & Training; Data Security; Financial Services; Hardware & Software; Tax Services International Tax Inbound and Outbound; Tax Services - IRC Section 179D Energy Efficient Buildings Deduction; Tax Services - National Tax Advisory; Historic Tax Credit; HR & Recruiting; Low Income Housing Tax Credit; Marketing; Member Preferred Provider; Niche Services; Tax Services - New Markets Tax Credit; Tax Services - Research and Development Tax Credits; Tax Services - State and Local Tax Preferred Consultants; Quantity Purchasing & Publications; Research & Analysis; Tax Services Cost Segregation; Tax Services - Foreign Asset Reporting and Disclosure; Tax Services - Work Opportunity and Empowerment Zone Tax Credits; Technology Services; Travel & Entertainment; and more.

www.cpamerica.org • (352)727-4070

2022 Events and Meetings Members gather throughout the year to share firm successes, gain competitive advantages and support the professional relationships they’ve built. CPAmerica conferences are held in popular cities across the country, providing members with inspiration to carry out the common goal of continuous improvement.

Next Generation Conference (NextGen) May 18-20, 2022 - Nashville, Tennessee

This two-day, two-track event is designed for the firm’s successful seniors through managers who want to understand more about how the business works and how they can fit into the bigger picture. Attendees will be immersed in relationship-building, leadership principles and practice management basics with other professionals at their level in either the introductory track or advanced track. » Hotel: Hutton Hotel » Reservation Deadline: Monday, April 25

Client Accounting Services Meeting

August 2-4, 2022 - Louisville, Kentucky This three-day meeting will provide professionals the opportunity to gain insight from experts in this field, as well as member-sharing opportunities. » Hotel: Louisville Marriott Downtown » Reservation Deadline: Tuesday, July 12

A&A Conference

June 21-24, 2022 - Charleston, South Carolina This three-day conference that runs concurrently with the Technology Roundtable offers a wide range of leading-edge programs for individuals dealing primarily with accounting and auditing. It targets key individuals involved with practice management and firm operations. » Hotel: Belmond Charleston Place » Reservation Deadline: Monday, May 30

Leading Partners Retreat & Firm Management Roundtable

September 20-23, 2022 - White Sulphur Springs, West Virginia Two conferences overlap to create an event designed for firm decision makers. Firm administrators discuss firm directional planning, while managing and leading partners meet to discuss complex practice management issues. » Hotel: The Greenbrier » Reservation Deadline: Wednesday, August 17

2022 Sponsorship Opportunities

CPAConnect Roundtable

October 23-26, 2022 - Kissimmee, Florida The roundtable is the main conference for all CPAConnect members and provides a chance for sole practitioners and firm leaders of firms under $3 million in revenue to meet. The conference agenda covers technical aspects relating to the industry, as well as firm operational topics; including marketing and technology. » Hotel: Margaritaville Resort Orlando » Reservation Deadline: Thursday, Sept. 22

Tax Conference

New Partner Group

July 13-14 - San Diego, California

(adjacent to Central Mountain / West Coast meeting)

This specialty group provides training and resources to partners in the role three years or less. The meeting provides professionals in this stage of their career with the opportunity to gain insight from experienced industry trainers, a panel of seasoned partners and peers with shared experience. » Hotel: Hotel Republic » Reservation Deadline: Tuesday, June 21

November 13-16, 2022 - Nashville, Tennessee Sophisticated client tax planning based on current developments in tax legislation is the focus of this conference. Speakers keep professionals up-to-date on tax practice management strategies. » Hotel: Loews Vanderbilt Hotel » Reservation Deadline: Friday, October 21

International Group Meeting

Nov. 29-Dec. 2, 2022 - Ft. Lauderdale, Florida This three-day meeting supports members’ international business development through networking between members of CPAmerica and Crowe Global, and interactive sessions focusing on the unique requirements and knowledge of this niche. » Hotel: Ritz-Carlton Fort Lauderdale » Reservation Deadline: TBD

Regional Meetings If you would like to have presence with these decision-makers, we are extending the opportunity to provide welcome gifts, nightly amenities, sponsoring a welcome reception, etc. Call us to discuss more details! Central Mountain / West Coast Partners July 14-15 - San Diego, California » Hotel: Hotel Republic » Reservation Deadline: Tuesday, June 21 Midwest / Northeast Partners July 28-29 - Chicago, Illinois » Hotel: The Gwen » Reservation Deadline: Wednesday, July 6 Southeast Partners August 18-19 - Atlanta, Georgia » Hotel: Waldorf Astoria Atlanta Buckhead » Reservation Deadline: Monday, July 18

Live Event Sponsorship The items listed below are included with sponsorship of CPAmerica’s live events. Additional costs are available as noted. All Preferred Providers receive a $1,000 discount off all sponsorship packages.

Price per Event

$11,000

$8,000

$5,000

PREMIER PARTNERS

STRATEGIC PARTNERS

ALLIANCE PARTNERS

Additional cost based on item selected

$3,000

ESTEEMED EVENT PARTNERS

Appear on all applicable conference signage, registration website & CPAmerica app Attendee directory - inclusion as a sponsor Inclusion in sponsor recognition promo prior to start of meeting each day Exhibit table - 6 ft. skirted table Complimentary registrations** - excludes closed sessions; attendance at optional events is available for additional fee Attendance at all open networking breakfasts, lunches and dinners Attendance at all networking & special events In-room welcome gift - welcome members with champagne, gourmet baskets, etc.

Additional cost based on item selected

One sponsored AM or PM break, as agenda allows Branded gifts - ability to provide a companybranded item to all attendees Attendee list - provided post-show Opportunity to address membership - details are negotiable based on company’s goals and objectives Wi-Fi sponsorship Meeting kickoff - verbal recognition **Additional delegates can be added for $1,150 per person

2022 Sponsorship Opportunities

Live Event Annual Sponsorship Companies that sponsor at least three live and/or virtual CPAmerica events per year at the Alliance level or above will be considered annual sponsors and receive the following additional benefits: *All content provided is subject to approval. Limited availability based on first-come-first-served basis.

Price per Event

$11,000

$8,000

$5,000

PREMIER PARTNERS

STRATEGIC PARTNERS

ALLIANCE PARTNERS

CPAmerica social media - sponsors will receive recognition and promotion throughout the CPAmerica social media accounts Webinars, sponsor-driven content - opportunity to provide thoughtleadership content for CPE credit (one webinar per year)* Opportunity to present CPE qualifying sessions if there is availability in the agenda (optional breakfast sessions) The CPAmerica Advantage - monthly print newsletter - opportunity for quarterly 1/4 page ads and thought-leadership content in two issues per year Number of event Wi-Fi sponsorships Webinars - CPAI-driven content - sponsor to receive “brought to you by” credit for entire A&A or Tax series CPAmerica’s Annual Presenting Sponsor - premium banner signage CPAmerica Advantage Point - bi-weekly e-newsletter - opportunity for banner ad in 12 issues, plus thought leadership articles on a quarterly basis

www.cpamerica.org • (352)727-4070

For more information about these opportunities or to build a customized package that fits your needs, please contact Tarena Stanley at events@cpamerica.org or (352) 727-4155