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FAQ - Vendor Rules
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Are there specific rules that Vendors must follow?

Yes, below are the Vendor 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:

  • 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.
    No direct uninvited solicitation at conferences. This includes putting vendor materials or invitations under the attendee's hotel doors.
  • 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.
  • 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.
  • 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.
  • 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."
  • 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).
  • 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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5/18/2020 » 5/20/2020
2020 ACT Annual Conference

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