Convergence 2019 DALLAS CPA SOCIETY - Networking with over 1,100 CPAs
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DALLAS CPA SOCIETY
Convergence 2019
PROVIDING PREMIER EDUCATION FOR THE NORTH TEXAS FINANCIAL COMMUNITY
April 29, 2019
Omni Frisco Hotel at The Star
Networking with over 1,100 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 2019, our annual Continuing
Professional Education Conference., to be held Monday, April 29, 2019, at the Omni Frisco Hotel at
The Star.
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 fifteenth anniversary, is very popular with our
membership. Last year we had well over 1,100 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 the
Society office with any questions you may have and to reserve your place as a Convergence 2019
Sponsor.
We appreciate your consideration. Don’t miss your opportunity to introduce your services to the
top financial minds of North Texas. Sponsor today!
Tim Pike Thomas L. Walker Jennifer Johnson
2018-2019 Chair Conference Chair Sponsorship Chair
Dallas CPA Society Convergence 2019 Dallas CPA Society
Howard LLP Dallas Cowboys Football Club University of Texas at Dallas
To reserve your sponsorship, contact:
Dallas CPA Society Telephone: (972) 960-8311
12400 Coit Road, Suite 750 Fax: (972) 960-2040
Dallas, TX 75251 sponsorship@cpadallas.org
Sponsor Benefits
SPONSORSHIP LEVELS
Title Luncheon Internet Platinum Gold Field Silver
$13,000 $9,000 $8,500 $7,000 $6,000 $5,000 $4,000
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. √
Company name as password for internet access √
One half-day use of the DCPAS training facility for any
education event(1)
√
Exclusive booth location on the field at lunch √
Naming rights Lunch Internet
Opportunity to introduce speakers in CPE Sessions 2 2 1
Advertisement in DCPAS monthly newsletter 3 1 2 3 1
Full- Full- Half- Full- Half- Half- Quarter-
Advertisement in conference program
page page page page page page page
Company representatives staffing exhibit space, with the
opportunity to attend luncheon and network with 5 5 4 4 3 2 2
participants(2)
8' x 10' exhibit space in vendor area √ √ √ √ √ √
Display of one company logo on sponsor banner at
conference(3)
√ √ √ √ √ √ √
Listed in conference program with sponsorship level √ √ √ √ √ √ √
One 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, along with members of the Communities
Foundation of Texas, Dallas Bar Association Tax Section,
Dallas Estate Planning Council, Financial Executives √ √ √ √ √ √ √
International (Dallas Chapter), Institute of Internal Auditors
(Dallas Chapter), State Bar of Texas Tax Section, Tax
Executives Institute (Dallas Chapter) and Texas Society of
CPAs
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 √ √ √ √ √ √ √
1. Four hour use of the DCPAS training facility for educational event, subject to availability. Must be utilized
by June 30, 2019.
2. Additional company representatives onsite and attending luncheon: $500 each.
3. Additional company logo: $1,000.
Program Advertising
Full-page Ad: $1,000 Half-page Ad: $750 Quarter-page Ad: $500
About the Convergence 2018
DALLAS Area of Interest
Accounting
% Registered
32%
CPA Auditing
Nonprofit
8%
6%
Taxation 42%
SOCIETY Technology 7%
Other 5%
The Dallas CPA Society of the Texas Employment Category % Registered
Society of CPAs is one of the premier Public Accounting - Local 33%
professional associations in the Public Accounting - Regional 3%
Metroplex. We serve approximately Public Accounting - National 3%
6,000 professionals who work for Industry - Public Company 17%
multinational, regional and local Industry - Nonpublic Company 28%
corporations; accounting, consulting Law Firm 2%
and law firms; associations; small Government 3%
businesses; government; educational Education 2%
and other entities across North Nonprofit 5%
Texas. Our members are executives, Unemployed 1%
chief financial officers, entrepreneurs In Transition 2%
and financial advisors, as well as Student 1%
educators and public practitioners.
Job Title % Registered
Dallas CPAs are the decision makers
CFO/VP of Finance 14%
and trusted business advisors at
Controller 13%
the center of one of the fastest
Sole Practitioner 12%
growing markets in the country. The
CPA Firm Employee 5%
Convergence conference is popular
with our members. Of those who CPA Firm Manager 7%
attended Convergence 2018, 27% were CPA Firm Partner 11%
CFOs/VP of Finance & Controllers; CPA Firm Senior 5%
37% work for companies with over Education Professor 1%
$100 million in annual revenue and Government Employee 1%
20% for companies with revenue Internal Auditor 1%
over $1 billion. Manager 12%
Nonprofit Employee 1%
Come be a part of the premier Treasurer 1%
continuing education conference for Attorney 1%
the financial community of North Business/Industry Employee 11%
Texas. In Transition/Undetermined 4%
Total Revenue of Company % Registered
Over $1 billion 20%
$500 million to $1 billion 8%
$100 million to $500 million 9%
$10 million to $100 million 22%
$5 million to $10 million 8%
$1 million to $5 million 12%
$500,000 to $1 million 21%
Sponsorship Agreement Form
Thank you for your participation in Convergence 2019.
Please review and execute the terms and conditions related to sponsorship and exhibits and return to:
Dallas CPA Society
12400 Coit Road, Suite 750
Dallas, TX 75251
sponsorship@cpadallas.org
Company Name:
Sponsor Level: Title* Luncheon* Internet* Platinum Gold Field Silver
*Please contact the Dallas CPA Society regarding availability of these sponsor levels.
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 2019 (the “Event”).
WHEREAS, DCPAS and Sponsor desire to enter into an agreement whereby Sponsor will provide sponsorship to Convergence 2019 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 2019” 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),
email (at the email 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.
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 2019
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 2019 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, 12400 Coit Road, Suite
750, Dallas, TX 75251, fax (972) 960-2040, or email sponsorship@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.
4.10 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.
4.11 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.
4.12 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:
Signature
Print Name
Date
Sponsorship Information Form
GENERAL INFORMATION
Company Name:
Sponsor Level: Title* Luncheon* Internet* Platinum Gold Field Silver
*Please contact the Dallas CPA Society regarding availability of these sponsor levels.
Ad Purchase Only: Full-page Half-page Quarter-page
Company Contact:
Name: Title:
Street Address:
City/State/Zip:
Phone Number: Fax:
Email Address:
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 email your company logo in high resolution format to: sponsorship@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 1975. 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 many? @ $500 each = $ (Please include this amount in your payment.)
Please list the names, business phone numbers and email 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.
Name: Phone: Email Address:
Name: Phone: Email Address:
Name: Phone: Email Address:
Name: Phone: Email Address:
Name: Phone: Email Address:
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.
Table (Provided by DCPAS) 2 Chairs (Provided by DCPAS) Electricity ($125 and please include this amount in your payment)
Will you be bringing any displays, booths, banners, or signage? Yes No
If yes, how many and what size?
PAYMENT AND BILLING INFORMATION
Please complete the billing information form below. Checks should be made payable to the Dallas CPA Society. 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.
Billing Information
Name: Title:
Street Address:
City/State/Zip:
Phone Number: Fax:
Email Address:
Thank you for your participation in Convergence 2019.
Please send completed sponsor and billing information form to:
Dallas CPA Society
12400 Coit Road, Suite 750
Dallas, TX 75251
sponsorship@cpadallas.org
(972) 960-8311
To reserve your sponsorship, contact:
Dallas CPA Society Telephone: (972) 960-8311
12400 Coit Road, Suite 750 Fax: (972) 960-2040
Dallas, TX 75251 sponsorship@cpadallas.org
www.facebook.com/DallasCPASociety @DallasCPASociet
DALLAS CPA SOCIETY
Convergence 2019
PROVIDING PREMIER EDUCATION FOR THE NORTH TEXAS FINANCIAL COMMUNITY
THANK YOU TO OUR SPONSORS
TITLE
INTERNET PLATINUM GOLD
SILVER MEDIA
CONTRIBUTORS
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