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About ACT - Sponsorship Opportunities
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Any Tax or Technology Vendor, Consultant, Service Provider or related company is eligible to be an ACT Sponsor. ACT is providing various levels of sponsorship opportunities for this year. Packages include booth space at the conference, year-round sponsorship recognition, and many other benefits. If you have any questions or would like to commit to a sponsorship level for this year, please submit the on-line form at the bottom of this page. These levels will be in effect for the whole calendar year. Please note that there is a limit to the number of sponsorships available at some of the levels, so make sure you send your request as soon as possible. Sponsorship levels will be granted on a first paid, first served basis.

Why Sponsor ACT?

By becoming an ACT sponsor, you receive unprecedented benefits. ACT is sponsoring one on-site conference for this year. The sponsorship levels begin at $4,000 and include booth space at the Annual Conference being held May 18-20, 2020 in La Jolla, CA, on-site recognition at the conference, year-round website recognition, and much more. You have the flexibility to choose the package that best meets your needs and gives you the most exposure to potential prospects.

Sponsorhip Packages At-A-Glance

To see an overview and comparison of all levels of sponsorship, please click here.

Benefits of Sponsorship
  • Build meaningful relationships through face-to-face connections and educate prospects about how you can deliver exceptional value to their tax department during the Vendor Expo at the Annual Conference.
  • Receive on-site recognition at the conference for your sponsorship, as well as special recognition on the ACT website for the entire year.
  • Receive an attendee list of all Annual Conference registrants.
  • Participate in the Vendor Expo Passport program.
  • Provide each attendee with a piece of collateral in their Annual Conference materials. Some levels of sponsorship are also allowed to include collateral on the conference web page.
  • Choose a package specifically tailored to your needs and budget starting at just $4,000.
  • Gain exposure to qualified leads, build your market exposure, and much more! 
Vendor Guidelines

Vendors play an important role in the lives of ACT members, Regular and Associate. If it weren't for Vendor products and advances in technology, ACT members would have very little to discuss. At the very least, we invite vendors to be Associate Members of ACT (see ACT Membership Benefits). As an Associate member, you will get all ACT publications, invitations to webinars, discounts at the ACT conferences, and much more!

Vendors/Associate Members may:

  • Volunteer to serve on a committee once you are a paid member. However, you cannot serve as a committee chairperson. Additionally, only Regular Members may vote at the annual meeting.
  • Write an educational article for our electronic newsletter or bulletins.
  • Sponsor ACT events. ACT provides varying levels of sponsorships. For more information about sponsorships, please contact or select the Sponsorship under About ACT.
  • Participate in the Vendor Expo as a sponsor in a booth at the conference. By doing this, you are also allowed to provide one piece of marketing material or give-away to ACT that will be placed in each attendee's conference bag.
  • Volunteer as a speaker on an educational topic at either the conferences or our webinars.
  • Host with ACT a webinar.
  • Announce the ACT conference dates or other activities, such as webinars, in your Vendor publications (we can fax a Press Release to someone in your organization if you'd like).
  • Link to our website ( and list our conference dates in the appropriate area of your website.
  • Pass out ACT Membership information at your next User's Conference or mail/email ACT information to your clients (we can have information sent to you, or you can provide us with the labels and we will mail them for you).
  • Be included in the vendor list and the matrix of software and consulting providers on the ACT website/surveys.
Vendor/Associate Member Rules of Conduct

In general, conference attendees are there to learn how to better automate corporate tax functions. Our meetings are kept informal to create an open, friendly, educational environment. ACT is a vendor-neutral organization and member and non-member attendees are encouraged to offer additional information or corrections, if appropriate. Unprofessional behavior is not appropriate and will not be tolerated. Specifically:

  1. No solicitation from the conference attendee list. The conference attendee lists are provided to serve as a reference, and you may only contact attendees that are already established clients of your company.
  2. No direct uninvited solicitation at conferences. This includes putting vendor materials or invitations under the attendee's hotel doors.
  3. No signs at Registration table or around ACT conference rooms. If you have an event that you want to announce, let us know and we will post it on the Announcement Board.
  4. Roundtable sessions are scheduled to provide members an opportunity to discuss ideas with each other. Vendors/Associate Members are not allowed to sell or debate their solutions. If this occurs, the violating members will be asked to leave the room.
  5. Vendor demo suites or other vendor functions are not allowed to be scheduled during our conference events/educational sessions. If you would like to host an event at a non-conflicting time, we would be happy to post it on the Announcement Board and/or in the daily newsletter. Additionally, ACT can provide you with the appropriate hotel contact in order to make arrangements.
  6. If invited to present at a conference or a webinar, the vendor/associate member must adhere to the ACT and CPE guidelines for the session. This means that directly selling a product or service is not allowed. According to the CPE Requirements: Sessions Must Be Based on Relevant Learning Objectives This basically means that a "sales pitch" does not qualify for CPE credit, the intent of the presentation must be education. The materials and course must be designed specifically with education in mind. One of the ways to ensure that your course meets this requirement is to include lists of features, descriptions of features, numbers, percentages, and statistics. For example, the following two sentences say basically the same thing, but one is more salesy while the other is more educational: More Salesy - "Our product provides managers with the accurate and important information they need on a timely basis so that they can use that information to make business decisions and effectively run their business." More Educational - "Our product provides a business portal executive dashboard which constantly displays the amount of cash in the checking account; the amount of sales for the day, week, month and year; profitability ratios, live colorful growth charts, and a summary of current sales orders."
  7. No verbal attacks on users of your products/services or on competitor products/services. Educational information is always welcomed, but putting another vendor down or making a user feel uncomfortable would be inappropriate. For example, berating an attendee in your hospitality suite about their choice of tax software would be grounds for termination (see below).
  8. Associate Members may not attend "closed" sessions at the conference. These sessions are for Regular Members and usually entail topics that are meant to allow the members to have open, honest discussions without vendors commenting or discussing their specific solutions.
Violations Resulting in Termination

ACT reserves the right to terminate one's participation at the scheduled event (i.e. conference, vendor expo, hospitality suite, webinar) in the event of a violation of the rules of conduct without a refund of any incurred cost or fees. Furthermore, violation of the Vendor/Associate Member Rules of Conduct can be grounds for termination of a company's membership/sponsorship (entire company, not just the individual) and admission back into the ACT organization will be reviewed by the ACT Board in the following year.

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Upon submitting this Application, the Sponsor acknowledges that he/she has read, understands, and will abide by the Vendor/Associate Member Rules of Conduct, which are part of this contract, and will comply with all conditions. Refunds will be made for cancellations received in writing on or before April 15 of the current sponsorship year and will be subject to a cancellation penalty of 50% of the agreed sponsorship fee. Submit all requests for refunds to Donna Merritt at or PO Box 1093, Warwick, NY 10990.

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5/24/2021 » 5/26/2021
2021 ACT Annual Conference

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