2025 Sponsorship Packet

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Founded in 1978, CPAmerica is one of the oldest and largest associations of independent CPA firms in the United States. It includes more than 90 firms in 45 states with more than 900 partners and 5,500 professionals. Members vary in size from $5 million to over $140 million in revenues averaging $14.8 million with total revenues exceeding $1.5 billion.

CPAmerica is uniquely positioned as a member of Crowe Global, the 8th largest international accounting firm network. CPAmerica members are not members of the network, but they enjoy access to international expertise in more than 140 countries and cross border referrals while not subject to the compliance requirements of a network.

As a CPAmerica sponsor, you gain access to 90+ highcaliber, 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 collaboration and sharing best practices with other CPAmerica member firms and industry leaders.

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 upand-coming professionals who are working their way into leadership positions within the firm.

Where collaboration means business

Members gather throughout the year to share firm successes, collaborate and support the professional relationships they’ve built. CPAmerica events and meetings are held in popular cities across the country, providing members with inspiration to carry out the common goal of continuous improvement.

LARGE FIRM GROUP

JANUARY 29-30

Tampa, Florida

Focus: Practice Growth & Management

HR ROUNDTABLE

APR. 30-MAY 1

Atlanta, Georgia

Focus: Human Resources

NEW LEADING PARTNER

MAY 4-5

San Antonio, Texas

Focus: Managing Partners <3 years

MARKETING ROUNDTABLE

MAY 14-15

Phoenix, Arizona

Focus: Marketing

STAFF TRAINING (TAX)

LEVEL 2: JUN. 3-6

LEVEL 3: JUN. 9-12

Durham, North Carolina

Focus: Tax Staff Training

NEXTGEN CONFERENCE

JUN. 11-13

Savannah, Georgia

Focus: Senior/Manager Growth & Leadership

CENTRAL MTN/WEST REGIONAL MEETING

JUN. 25-26

Park City, Utah

Focus: Partner-Level Member Sharing

A&A CONFERENCE

JUL. 15-18

Washington, D.C.

Focus: Audit

TECHNOLOGY ROUNDTABLE

JUL. 15-18

Washington, D.C.

Focus: Technology & Network Admin

NORTHEAST/MIDWEST REGIONAL MEETING

JUL. 31-AUG. 1

Washington, D.C.

Focus: Partner-Level Member Sharing

NEW PARTNER GROUP

AUG. 20-21

Atlanta, Georgia

Focus: New Partners < 3 years

SOUTHEAST REGIONAL MEETING

AUG. 21-22

Atlanta, Georgia

Focus: Partner-Level Member Sharing

CLIENT ADVISORY SERVICES MEETING

AUG. 25-27

Nashville, Tennessee

Focus: Client Advisory Services

NEW LEADING PARTNER/ LARGE FIRM GROUP

SEP. 15-16

Napa, California

Focus: Leading Partners and Partners Growth and Leadership

LEADING PARTNERS RETREAT

SEP. 16-19

Napa, California

Focus: Practice Growth and Management

FIRM MANAGEMENT ROUNDTABLE

SEP. 16-19

Napa, California

Focus: Firm Management

CPACONNECT ANNUAL LEADERSHIP RETREAT

OCT. 19-22

Phoenix, Arizona

Focus: Practice Growth and Management

TAX CONFERENCE

NOV. 16-19

Rancho Mirage, California

Focus: Tax

INTERNATIONAL GROUP MEETING

DEC. 2-5

Fort Lauderdale, Florida

Focus: International Practice Growth & Management

• Lead a webinar and/or sharing call with members

Inspiring Partner - $9,000 per event

(Available for A&A/Technology Roundtable, NextGen, Client Advisory Services, Leading Partners Retreat/Firm Management Roundtable, Tax, International, CPAConnect Annual Leadership Retreat)

Sponsor benefits include:

• Logo to appear on all conference signage, registration website and the CPAmerica app

• Inclusion in sponsor recognition promo on-site and CPAmerica social media accounts

• Exhibit space

• Two (2) complimentary delegate registrations* (includes all networking breaks, conference meals and evening events)

• Attendee list provided post-event

• Sponsored networking break

• Opportunity to address membership (i.e. introducing/thanking a speaker)

*Each additional delegate registration is $1,500 per meeting

Connected Partner - $7,000 per event

(Available for A&A /Technology Roundtable, NextGen, Client Advisory Services, Leading Partners Retreat/Firm Management Roundtable, Tax, International, CPAConnect Annual Leadership Retreat)

Sponsor benefits include:

• Logo to appear on all conference signage, registration website and the CPAmerica app

• Inclusion in sponsor recognition promo on-site

• Exhibit space

• One (1) complimentary delegate registration* (includes all networking breaks, conference meals and evening events)

• Attendee list provided post-event

À La Carte Sponsorship Opportunities

$8,000 per meeting, unless otherwise noted (includes two delegate registrations) Due to the exclusive nature of these meetings, the following list is limited to one sponsor per event

• Regional Meetings - Central Mountain/West Coast, Northeast/Midwest, Southeast

• New Partner Group

• Large Firm Group - January (Available to Annual Collaborative Partners only) ($10,000)

• New Leading Partner/Large Firm Group - September (Available to Annual Collaborative Partners only) ($10,000)

• Marketing Roundtable ($5,000)

• (NEW!) HR Roundtable ($5,000)

Annual Sponsorship

Sponsor three or more meetings per year at a discounted rate** and receive the following benefits, in addition to your selected sponsorship level per meeting

• CPAmerica Advantage newsletters - opportunity for one 1/4 page ad and one thought-leadership content in either the newsletter or Center of Excellence (subject to availability)

• Opportunity to present CPE-qualifying sessions if there is availability in the agenda (Optional Breakfast Sessions)

• Webinars, sponsor-driven content - opportunity to provide thought-leadership content for CPE credit (one webinar per year)

*Each additional delegate registration is $1,500 per meeting

**Discounted rate varies per meeting, please contact CPAmerica for more information

Annual Collaborative Partners

Take your visibility to the next level with this annual partnership min. $50,000 investment

Benefits include:

• Quarterly webinar/opportunity to provide thought-leadership content (1 CPE per webinar)

• CPAmerica prominently placed custom pop-up banner (at select meetings)

• CPAmerica e-newsletter banner ad throughout the year

• Quarterly thought-leadership articles for the CPAmerica Advantage newsletter and/or Center of Excellence

• Opportunity to share and/or collaborate within the Center of Excellence (at the discretion of CPAmerica)

• Annual co-branding marketing opportunities

Additional Opportunities

Make your investment go further with these add-on options (Subject to availability)

• Mentor/Mentee Meet and Greet/Networking Mixer

• Sponsored Community Service Project

• Center of Excellence community ad space

• Event app splash page ad space (included in Visionary Partner Level)

• Tax/A&A Webinar Series sponsorship (8 webinars per series)

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