CABA AND ICAEW UK JOINT EVENT AND TRAINING BID FORM

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1 CABA AN ICAEW UK JOINT EVENT AN TRAINING BI FOR PROVIING LIFELONG SUPPORT TO PAST AN PRESENT ICAEW EBERS AN THEIR FAILIES A Company Limited by Guarantee registered in England and Wales, , Charity Patron: The President of the Institute of Chartered Accountants in England and Wales 8 itchell Court Castle ound Way Rugby, Warks CV23 0U JEAT_BF_18_v1

2 ate of event ICAEW Region: istrict Society/Student Society/oung embers Group: Who will invoice CABA? ICAEW Central our Region our istrict Society Student Society oung members group our name: Phone number: Event: Please tick event type: ICAEW staff Return to work ember in practice ember in business Volunteering Retired member Preparation for retirement Students/newly qualified Student Society oung member group Lone workers Sole Practitioners Event title (as you would like it to be advertised) and purpose of event: Please give a brief description of the audience and what the attendees like to get from this event? Please indicate the title of the seminar/workshop you have selected (if applicable): Please tick the training type (if any) you want to include: 60 minute seminar 90 minute workshop 2 hour workshop 3 hour workshop Full day Target number of attendees: How many ICAEW members will be attending out of the target number of attendees? In the unlikely event that a CABA representative can t attend, we request that CABA are mentioned in the keynote speech. Wording will be provided in this instance.

3 Event structure: Time: uration: Time of seminar/workshop within event (if applicable): Location (town) and venue: Postcode: Insert link to venue: Is parking available on site? Please detail all speakers and outline agenda for the event: Time allocation for CABA presentation/talk in minutes (If applicable): Are you charging ICAEW members to attend: How much are you charging unemployed members to attend this event? arketing: Please outline proposed marketing activity for this event e.g. ICAEW Event URL. elivery/collection: When would you like the collateral/banner sent out to you, and to what address? Would you like the collateral/banner collected? If so, please indicate the desired date/time of collection and address.

4 Funding model: Level CABA engagement aximum funding available* Option A Collateral only ne Option B Option C Option Option E Option F speaking slot Collateral and/or stand ention from meeting chair in opening remarks minute speaking slot Pre/post marketing and communication opportunities Access to delegate list if available Collateral/stand ention from meeting chair in opening remark Seminar or workshop and 5-10 minute speaking slot Pre/post marketing and communication opportunities Access to delegate list if available Collateral/stand ention from meeting chair in opening remark A standalone workshop (90 mins 3 hours) Pre/post marketing and communication opportunities Access to delegate list Bespoke package created for large events or events where CABA have significant engagement opportunities Up to 10/delegate Up to 25/delegate Up to 30/delegate Up to 30/delegate Bespoke *CABA will accommodate for a 20% drop out rate on attendees. Attendance lower than this will need to be reassessed Please tick your event choice (mandatory - please tick one box): Option A Option B Option C Option Option E Option F Should the event be cancelled the funding request will be void and CABA won t be responsible for any cancellation fees other than the CABA trainer.

5 Budgeting: Only complete this section if you are submitting a bespoke bid, i.e. Option F of the funding model shown on the previous page. Budget including VAT: Venue (inc room, LC, projector, AV package etc) Speaker/s fee Refreshments (excluding alcohol) Amount per head And total amount Expected profit (if any): Are you expecting to make a profit from the event Funding your event: Sponsorship (external/non CABA) our bid (please refer to the funding model): If your event is bespoke and does not fit within the funding model how much financial support would you like to request from CABA (note this funding will be inclusive of VAT): Submit form: Click this button to submit form via ate: FOR INTERNAL USE ONL ate: Bid approved: Bid rejected:

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