ACC ARIZONA CHAPTER ANNUAL LAW FIRM SPONSORSHIP PROGRAM CLE PROGRAM SPONSOR DESCRIPTION

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1 ACC ARIZONA CHAPTER ANNUAL LAW FIRM SPONSORSHIP PROGRAM In order to provide our membership with a comprehensive selection of high-quality programs and entertaining networking events, all potential Sponsors are required to their completed sponsorship application forms to ACC Arizona Chapter acc.az.chapter@gmail.com as soon as possible, but no later than the close of business on Friday, July 15, The Board of Directors of the Association of Corporate Counsel Arizona Chapter is pleased to invite you to participate in the Annual Sponsorship Program. ACC Arizona Chapter is the preeminent organization of and for in-house counsel in the State of Arizona. With the year over year support from our generous Sponsors, we have continued to grow and improve our Chapter. We are very pleased to report that we now have over 450 members! Sponsorship proposals regularly exceed the number of sponsorships available, and many of our CLE programs are filled to capacity with waiting lists. We are excited about the year and look forward to hearing your best ideas for CLE programs and social events. CLE PROGRAM SPONSOR DESCRIPTION The law firm sponsorship levels are Platinum Ethics Series, Gold, Silver, Copper, Pro Bono Sponsor, Regional and Small Firm. Law firms may purchase more than one level of sponsorship. A law firm may request one Platinum-Ethics Series, Gold, Silver, Small Firm or Regional Sponsorship AND also request up to two (2) additional Copper Sponsorships and one (1) Regional Sponsorship OR a law firm can request up to four (4) Copper Sponsorships and one (1) Regional Sponsorship. Our monthly lunch meetings will continue to be the primary platform for delivering CLE programming to our members. Therefore, all Platinum Ethics Series, Gold, Silver, Copper, Regional and Small Firm Sponsors must provide presentations that will satisfy the Arizona Bar s CLE requirements at their designated lunch meeting(s). All Law Firm Sponsors are responsible for payment of the sponsorship fee and their own costs and expenses of preparing for and presenting the sponsored program(s), including the costs of the written materials for each attendee (the CLE written materials must be sufficient to meet the Arizona Bar s CLE requirements AND the Chapter strongly suggested that the CLE handouts include materials such as outlines or checklists of practical tips for in house counsel. All law firm Sponsors may place appropriate promotional materials on the registration table or at each seat. Law firm Sponsors may announce a give-away/door prize or leave give-away items at the tables at the Sponsor s option and expense (it must be clear to attendees that participation is entirely voluntary). These sponsorships are available to law firms on an annual (October September) basis. All law firm sponsorships require the Sponsor to provide one or more continuing legal education programs to members. Submission of an application for sponsorship does not guarantee a sponsorship. 1

2 ACC Arizona will select Sponsors based on Chapter needs, the quality of the proposal, prior support of the Chapter, the Chapter s desire to include Sponsors of varying sizes and specialties, prior experience (quality of past presentations, compliance with the program guidelines) and the timeliness of the application submission. The ACC Arizona decision is final. Platinum-Ethics Series, Gold and Silver Sponsorships: Each of the presentations associated with these sponsorships must provide members with one hour of CLE. The programs of the Platinum-Ethics Series Sponsor must qualify for professional ethics credit. These presentations and will be held on the third Tuesday of the month no exceptions. The presentations should be a lecture format (for up to 75 attendees, both Chapter members and non members). These speakers should prepare minutes of oral presentation followed by 5 10 minutes of questions and answers. ACC Arizona will bear the following costs and expenses for Platinum Ethics Series, Gold and Silver level lunch programs: (i) meeting room; (ii) food; (iii) beverage; and (iv) CLE Certificates. The Chapter will send all communications about the event to the Chapter members, facilitate the reservations for the event, upload the CLE materials to the Chapter webpage and provide the attendance list to the Sponsor. To offset some Chapter costs, ACC Arizona may charge attendees a fee to attend the lunch meeting. ACC Arizona reserves the right to determine the amount of these fees. The venue and menu for each meeting is determined by ACC Arizona. (Consistency in time, date and location has a significant and positive effect on meeting attendance.) Platinum Ethics Series Sponsorship One offered $4,000 Exclusive Sponsor and presenter of our annual three part ethics lunch series, our most widely attended lunches, held on the following Tuesdays: March 21, 2017, April 18, 2017 and May 16, 2017 (which programs together fulfill our members annual Arizona ethics CLE requirements); Recognition on Chapter webpage; Option to present encore performance of the CLE programs in Scottsdale, Tucson or Flagstaff, Arizona, at Sponsor s destination of choice and expense; Opportunity to present appropriate promotional materials at each of the three (3) ethics meetings; Opportunity to have four (4) firm members (in addition to speakers) attend each of the three lunches; Opportunity to invite four (4) non ACC Arizona in house counsel guests at no additional cost, and the opportunity to invite additional non ACC Arizona in house counsel guests at the ACC Arizona member lunch rate; Opportunity to be the sole provider of three (3) substantive law articles by the Sponsor (word limit applies) to be included in one of our quarterly ACC Arizona member newsletters; Opportunity to add one or more Cost Plus Sponsorships to sponsorship package; and Opportunity to invite Chapter membership to attend two (2) non ACC Arizona events, hosted by the firm, substantive or social, which have been pre approved by ACC Arizona. All such invitations shall be distributed electronically to the Chapter membership by ACC Arizona (the mailing list will not be given to the Sponsor). 2

3 Gold Sponsorship Three offered $3,000 each Exclusive Sponsor and presenter for one (1) Tuesday lunch CLE meeting on one of the following Tuesdays: January 17, 2017, February 21, 2017 OR September 19, 2017; Recognition on Chapter webpage; Option to present encore performance of the CLE program in Scottsdale, Tucson or Flagstaff, Arizona, at Sponsor s destination of choice and expense; Opportunity to present appropriate promotional materials at the lunch CLE meeting; Opportunity to have three (3) firm members (in addition to speakers) attend the lunch CLE meeting; Opportunity to invite three (3) non ACC Arizona in house counsel guests at no additional cost, and the opportunity to invite additional non ACC Arizona in house counsel guests at the ACC Arizona member lunch rate; Opportunity to be the sole provider of one (1) substantive law article by the Sponsor (word limit applies) to be included in one of our quarterly ACC Arizona member newsletters; Opportunity to add one or more Cost Plus Sponsorships to sponsorship package; and Opportunity to invite Chapter membership to attend one (1) non ACC Arizona event, hosted by the firm, substantive or social, which has been pre-approved by ACC Arizona. All such invitations shall be distributed electronically to the Chapter membership by ACC Arizona (the mailing list will not be given to the Sponsor). Silver Sponsorship Six offered $2,000 each Exclusive Sponsor and presenter for one (1) Tuesday lunch CLE meeting on one of the following Tuesdays: October 25, 2016, November 15, 2016, December 20, 2016, June 20, 2017, July 18, 2017 OR August 15, 2017; Recognition on Chapter webpage; Option to present encore performance of the CLE programs in Tucson or Flagstaff, Arizona, at Sponsor s destination of choice and expense; Opportunity to present appropriate promotional materials at the meeting; Opportunity to have two (2) firm members (in addition to speakers) attend the lunch; Opportunity to invite two (2) non ACC Arizona in house counsel guests at no additional cost, and the opportunity to invite additional non ACC Arizona in house counsel guests at the ACC Arizona member lunch rate; Opportunity to be the sole provider of one (1) substantive law article by the Sponsor (word limit applies) to be included in one of our quarterly ACC Arizona member newsletters; and Opportunity to add one or more Cost Plus Sponsorships to sponsorship package. 3

4 Copper Sponsorship Each of these presentations must provide Chapter members with one hour of CLE. These presentations will be held on the Thursdays specified on the application form no exceptions. The presentations can be a lecture format or a more interactive discussion format (for up to 35 Chapter members). These speakers should prepare minutes of oral presentation followed by 5 10 minutes of questions and answers. ACC Arizona will bear the following costs and expenses for Copper level lunch programs: (i) meeting room; (ii) food; (iii) beverage; and (iv) CLE Certificates. The Chapter will send all communications about the event to the Chapter members, facilitate the reservations for the event, upload the CLE materials to the Chapter webpage and provide the attendance list to the Sponsor. To offset some Chapter costs, ACC Arizona may charge attendees a fee to attend the lunch meeting. ACC Arizona reserves the right to determine the amount of these fees. The venue and menu for each meeting is determined by ACC Arizona. (Consistency in time, date and location has a significant and positive effect on meeting attendance.) Twenty-three offered $1,000 each Exclusive Sponsor and presenter for one (1) ACC Members Only CLE meeting on one of the following Thursdays (attendance limited to 35 ACC Arizona Chapter Members): Thursdays October 6, 2016, October 13, 2016, November 3, 2016, November 10, 2016, December 1, 2016, January 5, 2017, January 26, 2017, February 2, 2017, February 9, 2017, March 2, 2017, March 9, 2017, April 6, 2017, April 27, 2017, May 4, 2017, May 11, 2017, June 1, 2017, June 29, 2017, July 13, 2017, July 27, 2017, August 3, 2017, August 24, 2017, September 7, 2017 OR September 28, Recognition on Chapter webpage; Opportunity to present appropriate promotional materials at the meetings; and Opportunity to have one (1) firm member (in addition to speaker(s)) attend the lunch; and Opportunity to add one or more Cost Plus Sponsorships to sponsorship package. 4

5 Regional Sponsorship Regional Sponsorships are for CLE events held outside of the Phoenix Metropolitan area. Each of these presentations must provide Chapter members with at least one hour of CLE. These presentations will be held on a date, time and location agreed upon by the Sponsor and the Chapter. The presentations can be a lecture format or a more interactive discussion format. These speakers should prepare minutes of oral presentation followed by 5 10 minutes of questions and answers. If selected, the Sponsor will bear all of its own costs and expenses of preparing for and presenting the sponsored program(s), including venue fees, food and beverage costs, cost for on-site personnel to manage the event and costs for printed CLE materials. The Chapter will send all communications about the event to the Chapter members, facilitate the reservations for the event, provide a template for the CLE Certificate for the attendees, upload the CLE materials to the Chapter webpage and provide the registration list to the Sponsor. One offered $500 Recognition on Chapter webpage; Opportunity to present appropriate promotional materials at the meetings; and Opportunity to add one or more Cost Plus Sponsorships to sponsorship package. Small Firm Sponsorship Small firms are law firms with a total of twenty five (25) or fewer attorneys. Small firm events may be held anywhere in Arizona. Each of these presentations must provide Chapter members with at least one hour of CLE. These presentations will be held on a date, time and location agreed upon by the Sponsor and the Chapter. The presentations can be a lecture format or a more interactive discussion format. These speakers should prepare minutes of oral presentation followed by 5 10 minutes of questions and answers. If selected, the Sponsor will bear all of its own costs and expenses of preparing for and presenting the sponsored program(s), including venue fees, food and beverage costs, cost for on-site personnel to manage the event and costs for printed CLE materials. The Chapter will send all communications about the event to the Chapter members, facilitate the reservations for the event, provide a template for the CLE Certificate for the attendees, upload the CLE materials to the Chapter webpage and provide the registration list to the Sponsor. One offered $500 Recognition on Chapter webpage; Opportunity to present appropriate promotional materials at the meetings; and Opportunity to add one or more Cost Plus Sponsorships to sponsorship package. 5

6 Pro Bono Sponsorship (New Category Available to law firms exclusively as an addition to a base level of sponsorship.) In partnership with the Sponsor, the Chapter Pro Bono Committee (the Committee ) will identify pro bono projects on which the Sponsor and Chapter members can collaborate. The Sponsor will host at least one meeting with the Committee at the Sponsor s office during the Chapter s fiscal year (October September) to gather proposals from non-profits seeking the group s assistance, assign duties of Sponsor and Chapter volunteers, and plan the logistics for any pro bono projects selected. The Sponsor and a Committee member will attend a regularly scheduled Chapter meeting to describe any pro bono project(s) selected to enlist Chapter volunteers. The Sponsor and the Committee are responsible for coordinating volunteer Sponsor and Chapter member duties for the project. If desired, Sponsor and a member of the Committee may request to address Chapter members on the progress of an ongoing pro bono project. Upon completion of a pro bono project, Sponsor and a member of the Committee will attend a regularly scheduled Chapter meeting to report the final results of the projects. $500 (each) Recognition on Chapter webpage; and Opportunity to present information about pro bono projects at Chapter meetings. 6

7 COST PLUS SPONSORSHIP PROGRAM DESCRIPTION The Chapter offers Cost Plus Sponsorships exclusively as an added program to law firms that have agreed to purchase at least one of the Law Firm Sponsorships. These sponsorships shall be available only on an annual basis. Cost Plus sponsorships are specifically designed to allow our Sponsors and members to interact in a variety of social settings, either as part of or outside of a CLE program, and to allow Sponsors to control the final sponsorship cost for the Cost Plus event. Submission of an application for sponsorship does not guarantee a sponsorship. ACC Arizona will select the Sponsors based on Chapter needs, the timeliness of application submission and prior experience. The ACC Arizona decision is final. All Cost-Plus Sponsorships are offered for $500 each Potential sponsors are encouraged both to work from the suggested events and to suggest a different type of event or venue in their application. 1. Family Fun Event suggestions Arizona Science Center, Phoenix Zoo, Children s Museum of Phoenix, Musical Instrument Museum, Harkins Theatre Movie Event, McCormick-Stillman Railroad Park, Bowling, Miniature Golf, Phoenix Botanical Garden, Cerreta s Chocolate Factory, Butterfly Wonderland 2. Arts or Dining Event suggestions Phoenix Art Museum, Scottsdale Museum of Contemporary Art, Heard Museum, Phoenix Symphony, Phoenix Opera, Crescent Ballroom performance, Movie at the Film Bar, Book Reading at Changing Hands Bookstore, Theater Event, Chef Cooking Demonstration, Progressive Dinner at closely situated restaurants location suggestions Biltmore Fashion Park, Kierland or East Valley (e.g., Gilbert Joe s BBQ, Liberty Market, Postino area) 3. Sports Event suggestions Arizona Diamondbacks, Phoenix Suns, Arizona Cardinals, Phoenix Coyotes, Spring Training Game, Waste Management Phoenix Open, Arizona State University, Grand Canyon University or other Collegiate sporting events in the Phoenix Metro area. All Cost Plus Sponsorships include: Recognition on Chapter webpage; and Opportunity to host one of the categories of events described above that is agreed upon with the Chapter President or Vice President, such event is at Sponsor s expense and can be held at an appropriate venue selected by Sponsor, on a date agreed upon by the Sponsor and the Chapter. Chapter will work with Sponsor to promote event to members and coordinate attendance information. 7

8 SPONSORSHIP PROGRAM GENERAL TERMS 1. Selection, Topics. Topics shall be determined according to ACC Arizona Speaker Guidelines. ACC Arizona will take into consideration, among other factors, past support of the Chapter in deciding which firms will be selected and for which topics. 2. Program Cancellation. Programs may not be cancelled by the Sponsor, and the sponsorship fee is non-refundable. In the unlikely event ACC Arizona cancels the program, the fee, or a portion thereof, shall be refundable. 3. Sponsor Announcements/Invitations and RSVP. The events are ACC Arizona events. The Sponsor will be mentioned in ACC Arizona materials announcing the program. ACC Arizona shall retain ownership and control over and shall not share proprietary data, including its membership list, with sponsoring organizations. RSVPs and attendee lists must be coordinated through the ACC Arizona Chapter Administrator or her/his designee. ACC Arizona will create an online registration page for each event and regularly send notices of the event to its members. 4. Administration of Sponsorship Benefits and Requirements. If applicable, Sponsors agree to provide a brief description of CLE presentation topics and speaker(s) biographies to the Chapter Administrator no later than September 16, 2016 (descriptions for each topic and each speaker biography limited to 25 words each); Sponsors must provide a signed Web-Linking Agreement before Sponsor information will be posted to the Chapter webpage; Sponsor agrees to comply with the Chapter s Speaker and Sponsor Guidelines included in the sponsorship application package; and Sponsors agree to provide all newsletter articles to the Chapter by the deadline shown on the Sponsorship Invoice and Sponsor understands that if the article is not submitted by that deadline, the Chapter cannot guarantee the article will appear in the newsletter. 5. Law Firm Sponsor Marketing Materials. Any speaker or Sponsor information must be reviewed and approved by ACC Arizona in advance. 6. Co-Sponsorship Requests. ACC Arizona will consider on a case-by-case basis requests that it become a co-sponsor of an event with another organization. The factors that ACC Arizona will take into account are as follows (this list is not meant to be an exhaustive list but merely serves as a guideline): uniqueness of the third party program topic and potential value to a significant segment of the ACC Arizona membership (e.g., special focus on corporate counsel issues); benefits of the third party program for attorneys in general and to in-house practitioners and members of ACC Arizona in particular; benefits to ACC Arizona (e.g., complimentary registrations, access to potential members, community goodwill) or its members; eligibility and/or participation of ACC Arizona members in the third party program; target audience (e.g., members of the bar, in-house attorneys, paralegals, non-legal managers, law firms); 8

9 obligations of ACC Arizona such as financial commitment, promotion, finding faculty, registration and administration; nature of the third party (profit or non-profit), its reputation and the extent to which the Chapter benefits through association with such organization; ongoing relationship between the Chapter and the third party and whether the relationship will be enhanced by such co-sponsorship; impact on future ACC Arizona activities (i.e., conflicts with planned ACC Arizona events); and impact on the ongoing relationships with ACC Arizona annual Sponsors. 7. Exceptions and Updates to Guidelines. The ACC Chapter President may make exceptions to these guidelines for good cause and in the best interests of the Chapter. ACC Arizona reserves the right to create and to put into place other sponsored programs not described in these guidelines. 8. Other Items. Note that ACC Arizona does not warrant or guarantee (i) the number of ACC Arizona members that will be in attendance at the sponsored program or (ii) any results from the opportunity for the applicant to sponsor or present the sponsored program. 9

10 ACC ARIZONA CHAPTER SPEAKER AND SPONSOR GUIDELINES The Board of Directors of the Association of Corporate Counsel Arizona Chapter has concluded that it is desirable to bring greater uniformity to presentations by speakers at Chapter programs and believes that by adopting these Guidelines the Board will further the Chapter s primary mission of offering high quality Continuing Legal Education to Chapter members. The Board recognizes that fairness to potential sponsoring organizations is important to ACC Arizona s mission. Further, the substantive quality of presentations is important to the meeting attendees and the success of the Chapter. These guidelines shall apply to all Chapter programs featuring a speaker. GENERAL GUIDELINES The term speaker and sponsor shall include the individual making the presentation and the organization to which the speaker belongs. Absent advance permission from the Chapter, all speakers at a program must be associated with the sponsoring organization for that program. Few, if any, exceptions to this requirement will be made, and any requests for an exception should be made long before the meeting. All presentations shall comply with the following General Guidelines. The Chapter Administrator shall work with the Chapter leadership and the speaker and sponsor to implement the Guidelines. The selection of speakers shall not imply any endorsement from the Chapter. The Chapter shall not share any proprietary information with speakers or sponsors. In setting any sponsorship arrangements, the Chapter shall consider how the proposed sponsor arrangement compares to sponsorship arrangements in the past year to promote fairness among sponsors. PRESENTATION CONTENT GUIDELINES The Chapter President or Vice President or their designee will work with the speaker to help construct the direction of the presentation or should at least be generally knowledgeable that the presentation content meets these Guidelines. The speaker shall be responsible for the substantive content of the presentation. Presentations should contain the following elements: Any presentation for which Continuing Legal Education (CLE) credit is given shall be limited to 60 minutes, including a summation and five to ten minutes for questions and answers from the audience; The topic shall be addressed from the perspective of the in house counsel; The presentation must contain useful, substantive and relevant information for the program attendees; 10

11 The speaker must provide, at Sponsor s expense, substantive handouts related to the topic (it is strongly suggested that the handouts include materials such as outlines or checklists of practical tips for in house counsel); The speaker shall the substantive handouts to the Chapter Administrator not later than two business days prior to the meeting; The speaker shall any PowerPoint presentation material to the Chapter Administrator not later than two business days prior to the meeting; Shortly after the presentation, the Chapter will post the CLE Materials on the Arizona Chapter page on for Chapter members reference; and Speakers shall not market their services or organizations during their presentation or in their written handout materials, except that speaker s and sponsor s name and contact information, along with a short paragraph identifying the products or services, may be added to the written handout materials without approval of the Chapter. ROLE OF THE CHAPTER ADMINISTRATOR The Chapter Administrator shall be responsible for administering these Guidelines. Any questions about the interpretation should be directed to the Chapter President or Vice President. The Chapter Administrator shall confirm all engagements and financial arrangements with the speaker and the Sponsor, and all such confirmation shall be sent electronically. EXCEPTIONS TO THE GUIDELINES The Chapter President or Vice President may make exceptions to these Guidelines for good cause and in the interests of the Chapter. 11

12 Law Firm Name: Office Address: ACC ARIZONA CHAPTER LAW FIRM SPONSORSHIP APPLICATION FORM APPLICATION DEADLINE: 5:00 pm MST, Friday, July 15, 2016 City: State: Zip Code: Principal Attorney Contact: Principal Attorney Phone: Principal Attorney Marketing Contact: Marketing Phone: Marketing Please use the following application to select your preferred level(s) of Sponsorship. The attached Exhibits will assist you on completing your application. Exhibit A (CLE Program Suggestions) and Exhibit B (Past Program Topics). Combined Sponsorship Rules: The Platinum Ethics Series Sponsor may also be awarded one (1) Copper Sponsorship; A Gold Sponsor may also be awarded up to three (3) Copper Sponsorships; A Silver Sponsor may also be awarded up to three (3) Copper Sponsorships; A Small Firm Sponsor may also be awarded up to three (3) Copper Sponsorships; A sponsor may also be awarded up to four (4) Copper Sponsorships; and Any level sponsor may also be awarded one (1) Regional Sponsorship. Finally, in addition to the Platinum Ethics Series, Gold, Silver, Copper, Regional or Small Firm Sponsorships, a law firm may also be awarded a Pro Bono Sponsorship and one or more Cost Plus Sponsorships. In the event your firm is not chosen for your preferred levels of sponsorship, the Chapter may contact you regarding other sponsorship levels or opportunities. Please complete the Summary Sponsorship Proposal Form on the next page to be sure we know the complete sponsor package that you are requesting. If you have any questions, please , Karen Rogers, Chapter Administrator at: acc.az.chapter@gmail.com 12

13 ACC ARIZONA CHAPTER LAW FIRM SPONSORSHIP SUMMARY Sponsorship Levels Requested Platinum Ethics Series Preference Rank Number Requested 1 Gold 1 Silver 1 Copper Regional Small Firm *Pro Bono *Cost-Plus (please specify type of event(s) * Pro Bono and Cost Plus Sponsorships are only available as an add-on to a base level sponsorship (Platinum-Ethics Series, Gold, Silver, Copper, Regional or Small Firm Level). 13

14 PLATINUM ETHICS SERIES SPONSORSHIP Preference Rank: (Requires sponsor to make a presentation at each of the three consecutive monthly meetings listed below) $4,000 (1 Available) Presentation Dates: Tuesday, March 21, 2017 Tuesday, April 18, 2017 Tuesday, May 16, 2017 Presentation Topics: Tuesday, March 21, 2017: First Choice Second Choice Tuesday, April 18, 2017: First Choice Second Choice Tuesday, May 16, 2017: First Choice Second Choice Please send this completed form by to acc.az.chapter@gmail.com by 5:00 pm MST on Friday, July 15, 2016 (any forms received after that date will receive consideration only after the forms received prior to the deadline). A separate invoice with payment instructions will be sent once sponsorship levels have been chosen by the Chapter. 14

15 GOLD LEVEL SPONSORSHIP Preference Rank: $3,000 (3 Available) Luncheon Presentation Date Preference (Rank 1, 2 or 3): Tuesday, January 17, 2017 Tuesday, February 21, 2017 Tuesday, September 19, 2017 Presentation Topics: First Choice Second Choice Third Choice Please send this completed form by to acc.az.chapter@gmail.com 5:00 pm MST on Friday, July 15, 2016 (any forms received after that date will receive consideration only after the forms received prior to the deadline). A separate invoice with payment instructions will be sent once sponsorship levels have been chosen by the Chapter. 15

16 SILVER LEVEL SPONSORSHIP Preference Rank: $2,000 (Six Available) Presentation Date Preference (Rank 1, 2 or 3): Tuesday, October 25, 2016 Tuesday, November 15, 2016 Tuesday, December 20, 2016 Tuesday, June 20, 2017 Tuesday, July 18, 2017 Tuesday, August 15, 2017 Presentation Topics: First Choice Second Choice Third Choice Please send this completed form by to acc.az.chapter@gmail.com by 5:00 pm MST on Friday, July 15, 2016 (any forms received after that date will receive consideration only after the forms received prior to the deadline). A separate invoice with payment instructions will be sent once sponsorship levels have been chosen by the Chapter. 16

17 COPPER LEVEL SPONSORSHIP Preference Rank: $1,000 (Twenty-Three Available) Presentation Date Preference (Rank 1, 2 or 3): Thursday, October 6, 2016 Thursday, October 13, 2016 Thursday, November 3, 2016 Thursday, November 10, 2016 Thursday, December 1, 2016 Thursday, January 5, 2017 Thursday, January 26, 2017 Thursday, February 2, 2017 Thursday, February 9, 2017 Thursday, March 2, 2017 Thursday, March 9, 2017 Thursday, April 6, 2017 Thursday, April 27, 2017 Thursday, May 4, 2017 Thursday, May 11, 2017 Thursday, June 1, 2017 Thursday, June 29, 2017 Thursday, July 13, 2017 Thursday, July 27, 2017 Thursday, August 3, 2017 Thursday, August 24, 2017 Thursday, September 7, 2017 Thursday, September 28, 2017 Presentation Topics: First Choice Second Choice Third Choice Please send this completed form by to acc.az.chapter@gmail.com by 5:00 pm MST on Friday, July 15, 2016 (any forms received after that date will receive consideration only after the forms received prior to the deadline). A separate invoice with payment instructions will be sent once sponsorship levels have been chosen by the Chapter. 17

18 REGIONAL SPONSORSHIP Preference Rank: $500 (One Available) Presentation Date Preference: You may indicate a suggested date or TBD. Presentation Topics: First Choice Second Choice Third Choice Please send this completed form by to acc.az.chapter@gmail.com by 5:00 pm MST on Friday, July 15, 2017 (any forms received after that date will receive consideration only after the forms received prior to the deadline). A separate invoice with payment instructions will be sent once sponsorship levels have been chosen by the Chapter. SMALL FIRM SPONSORSHIP Preference Rank: $500 (One Available) Presentation Date Preference: You may indicate a suggested date, or TBD. Presentation Topics: First Choice Second Choice Third Choice 18

19 PRO BONO SPONSORS (Available to law firms exclusively as an addition to a base level of sponsorship.) $500 (each) Please add a Pro Bono Sponsorship to our Sponsorship Package. Meeting date to be selected by Sponsor and Chapter Pro Bono Committee. 19

20 COST PLUS SPONSORSHIPS (Available to law firms exclusively as additions to a base level of sponsorship.) $500 each Please indicate the number of sponsorships requested by the category of sponsorship and a brief description below. You may indicate a suggested date, or TBD. For all Cost-Plus Sponsorships, the Chapter will coordinate the date of your event after the sponsorships are awarded. FAMILY FUN EVENT Date preferred Description ARTS or DINING EVENT Date preferred Description SPORTS EVENT Date preferred Description OTHER EVENT Date preferred Description Please send this completed form by to acc.az.chapter@gmail.com by 5:00 pm MST on Friday, July 15, 2017 (any forms received after that date will receive consideration only after the forms received prior to the deadline). A separate invoice with payment instructions will be sent once sponsorship levels have been chosen by the Chapter. 20

21 EXHIBIT A ACC ARIZONA CHAPTER ANNUAL SPONSORSHIP PROGRAM CLE PROGRAM SUGGESTIONS False Claims Act Litigation When the DOJ Does/Does Not Intervene EEOC Strategic Enforcement Plan Trademarks The U.S. Application Process Arizona Law Focus Trade Secrets Comparison: Community Trade Mark and the Madrid Protocol Top Priorities for Privacy and Security Regulators Global Privacy Compliance How to Protect IP Across Digital Platforms Providing v. Protecting What's Market M&A Customary Terms in Non Disclosure Agreements M&A Letters of Intent Real Estate Sale Leaseback Transactions Fundamentals of Consumer Protection Antitrust Civil Litigation after Criminal Enforcement How to Protect Employers from Immigration Related Penalties Recent Developments in Arizona Law (Cases, New Statutes) EEO Update Supreme Court and Important Appellate Decisions Apple v. Samsung Trade Dress, Design Patents, and Copyright False Claims Act Developments at the National and State Level Antitrust Counseling: Bundled Prices, Loyalty Discounts and Exclusive Dealing Borrowing Money Negotiating Credit Agreements Social Media Marketing Fundamentals of Swaps/Derivatives for Corporate End Users Compensation Committees Independence and Compensation Consultants Structuring and Negotiating Private Equity Investments Business Interruption Insurance: Basics and Policy Enforcement Antitrust: Participating in Industry Standard Setting Cybersecurity & SEC Reporting What Needs to be Reported, and When Exclusive Forum Bylaws Software License Disputes Executive Compensation: Clawbacks! DOJ/FTC Merger Guidelines for Non M&A Lawyers Patent Infringement Actions at the International Trade Commission ERISA Breach of Fiduciary Duty Litigation Recent Developments in Employee Benefits Big Data and Data Mining The Regulatory Environment US Export Law Compliance What Transactional Lawyers Need to Know About UCC Article 9 Patent Licensing Securities Laws Update (Compensation, Proxy, Conflict Minerals, Cybersecurity, Other Disclosure Issues) 21

22 Securities Laws Disclosure Issues and Web 2.0 (Facebook, Twitter, Blogging) Software Licensing Don t Forget About the Boilerplate Doing Business in..... (Canada, Brazil, Europe, Russia, China) Basic Concepts of International Taxation Administration and Congressional Priorities for Energy and Environmental Law Compliance & Ethics Global and Cross Border Investigations Negotiating Senior Credit Agreements Drafting Effective Board Agendas & Unanimous Written Consent Delaware Law Developments 2015 for In-House Counsel United States Supreme Court decision in Tibble Review of the Impact on the Statute of Limitations on Inadequate Fund Monitoring State and Local Taxes: Voluntary Disclosures and Amnesty Guiding In-House Counsel through an Accounting & SEC Restatement Do You Need Insurance for Reps & Warranties? State and Local Taxes: New State Laws Created to Meet the New Economy Patent Harmonization Benefits under the Patent Cooperation Treaty Guidance for In-House Counsel appointed as an Arbitrator Tax Planning for LLCs, Partnerships & Joint Ventures Government Agency Enforcement Trends for 2016 Environmental Law Considerations in Real Estate & CorporateTransactions Privacy Laws in Europe What In-House Counsel Needs to Know about Employee Privacy In-House Counsel s Guide to Efficient Project Management Telephone Consumer Protection Act Telemarketing & Texting Rules: What Businesses Need to Know about the 2015 Omnibus Declaratory Ruling Order by the FCC Pro Bono Rules for Arizona In-House Counsel, including Guidance on Implementing a Pro Bono Program & Malpractice Exposure 22

23 EXHIBIT B ACC ARIZONA CHAPTER PAST PROGRAM TOPICS OCTOBER 2012 THROUGH SEPTEMBER 2016 October 2012 November 2012 Dealing with Activist Investors Hot Opinions Impacting In House Counsel ERISA Compliance for Health & Welfare Plans December 2012 ediscovery Strategies: Class Actions to Cloud Computing Estate Planning for Corporate Counsel January 2013 Crisis Management: Strategies to Aid General Counsel M&A in Canada February 2013 Preventing and Defending Retaliation Claims Facebook, Twitter, and the 2013 Employer: Employment Law Issues in the Age of Social Media March 2013 The Ins & Outs of Bankruptcy from Both the Debtor & Creditor Perspective 2013 Ethics Update: Recent Changes and Potential Developments April 2013 Working with Celebrities to Create Multiple Streams of Revenue Ethics in Mergers & Acquisitions: A Review of Best Practices from Pre to Post Closing May 2013 June 2013 Alternative Fee Agreements for Litigation An Overview of Systems in Use Ethical Considerations Related to Privacy Laws & Cloud Computing Deconstructing a Litigation Budget Predicting the Unpredictable: How to Do a Mock Trial July 2013 August 2013 Intellectual Property Audits for Non Tech Businesses Arizona and US Supreme Court Updates Understanding Copyright Law September 2013 Classifying Your Workforce: Is Anyone Really an Independent Contractor Anymore? Top Twenty Items to Negotiate in a Commercial Lease October 2013 Practical Tips for Counseling Special Board Committees 23

24 SEC Rules & How They Affect Your Business November 2013 The NLRB s Control Over Your Non Union Workplace & How Your Corporate Website Can Get You Into Hot Water Executive Compensation Trends in Equity Based Compensation December 2013 Doing Business in China Key Structuring & Contract Issues Arbitration Provisions Where are We After Oxford Health Plans, LLC. v. Sutter? January 2014 Responding to Wage & Hour Division Investigations Joint Ventures Updates in Healthcare Reform An Employee Benefits & Healthcare Provider Perspectives February 2014 Drafting, Enforcing & Defending Restrictive Covenants & Protecting Trade Secrets California Employment Law Primer E-Discovery Effectively Managing Costs, Risks & Volume March 2014 Attacking Patent Trolls with Sword & Shield: Effective Offensive & Defensive Strategies to Arm Against & Deal with Troll Litigation See You in Court! Ethical Challenges Facing In House Counsel Managing Litigation April 2014 Lessons from United States v. Apple: Risky Contract Terms for Non- Monopolists Corporate Witness Preparation Objection! In House Counsel Deposition and Ethics May 2014 Getting to the End Game in a Patent Infringement Case The FCPA and Ethics Think You re Not at Risk? Think Again! June 2014 IP Licensing Best Practices Doing Business with the State Government Arizona Case Law Update July 2014 August 2014 What to Do When Your Bank Calls Your Loan Reasonable Accommodations, the ADA & Discrimination 24

25 Crime Insurance Parameters & Tips on How to Get Employee Dishonesty Claims Paid September 2014 From Selma to Stonewall: LGBT Issues in the Workplace Regulation D and Private Placement October 2014 Impact of the Affordable Care Act on Employers & Hiring Strategies Important Developments in Attorney/Client Privilege covering recent decisions on internal investigations November 2014 Update on Pregnancy Discrimination Act Protecting Your Business from the Bankruptcy of Your Vendors, Customers or Other Third Parties December 2014 Do Black Holes Exist in the Great White North: A Litigation Primer for In-House Counsel Doing Business in Canada AZ Medical Marijuana Act: Rights & Obligations of Employers and Employees January 2015 Legal Compliance Issues for Managing Complex Leaves Under the FMLA, ADA and Local Laws Privacy Issues in Marketing Bringing Super Bowl XLIX to Arizona February 2015 Settlement Strategies Distressed Company Mergers & Acquisitions Criminalization of Negligence March 2015 Cybersecurity: Minimizing Risks and Responding to Breaches Ethics Considerations in Employment Law (EEOC, Contingent Workforce, Wellness, Laves of Absence & Other Relevant & Timely Employment Topics) Mergers & Acquisitions Update, a Summary of New Developments in China April 2015 A Contingent Workforce Who Is/Isn t an Employee Patent Litigation & Prosecution After the America Invents Act of 2013 & the Supreme Court Decisions of 2014: How Recent Developments Affect Company Dealing with Both the Patent Office & the Federal Courts When Experts, Ethics & Legal Strategy Collide May 2015 IP Warranties & Indemnities 25

26 Anatomy of a Disciplinary Investigation Arizona Wins June 2015 The Interaction Between Additional Insured Coverage, Insured Contract Coverage and Indemnity Corporate Political Activities : How in-house counsel can insure compliance with Arizona s campaign finance, lobbying & ethics laws July 2015 Serving on a Non-Profit Board What In-House Counsel Need to Know Conducting Background Checks & Implementing Incident Management Reporting Systems August 2015 D&O Liability Insurance policy features corporations need & traps for the unwary built into many policies Sign on the Dotted Line: Managing Ethical & Legal Risks in Contract Drafting & Negotiating September 2015 How to deal with Whistleblowers & Compliance Complaints, including Investigation Protocols Update on Enforceability of Non-Competes & Restrictive Covenants Privacy 101 in the US and Beyond October 2015 Preventative Legal Care: How to Reduce Your Business' Risk of Being Sued Health Care Reform Update, Fiduciary Responsibility, DOL Audits, & more In a Flash A Cybersecurity Movie November 2015 The Cybersecurity Pre-Breach Playbook: Building a Defensible Cybersecurity Posture Dodd-Frank Diversity & Inclusion Mandates December 2015 Private Equity - Acquiring the Privately-Held Company "The unnecessarily treacherous 30(b)(6) deposition: How to prepare a corporate designee." January 2016 nmanned Aircraft Systems/Drone Technology: Uses, Federal Regulations & Relevant Issues - Thomas Dougherty Basics of Joint Ventures & LLC's State Attorneys General - New Cops on the Consumer Beat Settlement Strategies 26

27 February 2016 Environmental Law Topics Bit coin & the Brave New World of Crypto Currency Handling & Resolving a Civil Tax Controversy: Current Trends & Techniques March 2016 Recent Case Law/Legislative Changes Affecting Arizona Businesses Trial Ethics: Unmeritorious Claims & Contentions, Threatening Disciplinary Claims on Opposing Parties & Judges Wellness Programs at Work Importance of Arizona Court of Appeals to Arizona Businesses April 2016 Anatomy of a good cease-and-desist letter: Why (and when) not to use the boilerplate Trial Ethics: It's All About the Witness: Preparing Corporate Witnesses, Turncoats & Compensation of Outside Experts Inter Partes Patent Review May 2016 Immigration Law for the Non-Immigration Lawyer Effective Communications and Negotiation Strategies Trial Ethics: Publicity & social Media Impact, Including Research of Potential Jurors, Opposing Parties & Witnesses June 2016 Maricopa County Commercial Court pilot project: What is a "Commercial Case"? Error & Omissions Insurance Policies July 2016 Real Estate - Sale/Leaseback Transactions Arizona Update & Multi-Jurisdictional Issues Involving Restrictive Covenants Breach of Data, Breach of Duty: Counsel's Role in Data Privacy & Data Breaches August 2016 When Your Employee Bruce Becomes Caitlyn: Corporate Need to Knows About Transgender Individuals and Gender Transitions Recent Developments in Arizona Law - Labor & Employment Issues Disgruntled, Computer Literate & Focused on Your Company: Defusing Social Media Attacks September 2016 Cybersecurity & SEC Reporting 27

28 Workplace Reasonable Accommodations - Legal Trends & Case Decisions Ethical Consideration in Securities Disclosures - Public Company Data Privacy - The Internet of Things (IoT) 28