Sponsorship Information And Renewal Package

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Government Finance Officers Association of Texas Sponsorship Information And Renewal Package Invitation Sponsorship Form Benefits Updated for FY 2017-18 Contact: Becky L. Brooks GFOAT, Director of Resource Development 817.308.5189 blbrooks@gfoat.org

GFOAT Sponsorship Invitation Our Government Finance Officers Association of Texas (GFOAT) sponsors are a very important part of its revenue base from which programs are provided to its membership of about 1000. By Board policy, all sponsorship efforts are consolidated and sponsors are contacted annually. Sponsors are recognized in two significant ways: 1) On the GFOAT Web site 2) In person, at the Spring Institute and Fall Conference There are four levels of sponsorship based on the contribution amount. These amounts have not changed in about 20 years, while multiple benefits have been added over time. The available sponsorship levels are: Platinum $5,000; Gold $2,500; Silver $1,000; Bronze $500 If your organization has been a generous sponsor of GFOAT in the past, we want to express our appreciation and hope that you will continue your support. We would even like to ask for you to consider increasing your sponsorship level to assist GFOAT in efforts to better serve its membership. In any case, we appreciate your participation as a sponsor of GFOAT and ask that you indicate that level on the attached form and send your contribution to: GFOAT, Attn: Administrative Services at the address shown on the remittance form or APPLY/RENEW online at http://www.tml.org/gfoat-sponsorship-application. If you are not currently a GFOAT sponsor, we would invite you to consider the benefits of financially supporting our vibrant organization dedicated to education, communication and professionalism. Check out our Web site at www.gfoat.org today for additional information about the business and leadership of GFOAT. Again, thanks for your financial support. On behalf of GFOAT, I extend my personal appreciation and look forward to hearing from you soon. Please feel free to call me or drop me a note if you have any questions. Sincerely, Becky L. Brooks Director of Resource Development

2017-201 GFOAT SPONSORSHIP PLEDGE For The Period July 1 through June 30 My organization wishes to participate or continue participation in the contribution category indicated below. Level of Participation (check one): ( ) Platinum Sponsor - $5,000 ( ) Gold Sponsor - $2,500 ( ) Silver Sponsor - $1,000 ( ) Bronze Sponsor - $500 (see eligibility requirements) Form of Payment: Online payment option visit: http://www.gfoat.org/sponsoronlineapplication.html ( ) check enclosed Firm Name: Contact Person: Title: Mailing Address: City/State/Zip Code: Phone Number: E-Mail Address: Fax Signature: Remit by September 30, 2017 or process accompanying invoice to: GFOAT 1821 Rutherford Lane, Suite 400 Austin, TX 78754-5128 Sponsors whose payments or pledges are received by September 30, 2017 will be able to take advantage of recognition and exposure opportunities at the fall conference, as well as the other benefits enumerated in the attached policy.

GFOAT Sponsorship Benefits Policy Updated For 2017-2018 NEW FOR 2017-18: Attached is a new benefit program that we are offering an onsite conference app for our registrants smart devices. Please pay attention to the submission deadlines. This conference app will be used at BOTH the fall conference in San Antonio in 2017 and the Spring Institute in Austin in April 2018. It will RE- PLACE the printed program! The app features outlined in the attached brochure are specifically for the fall event A Fiesta of Finances. As we learn from that event which features work well and which ones don t, we will refine the features for the Spring Institute, but generally expect them to be consistent with the attached fall options. Introduction: GFOAT offers a number of benefits for our sponsors as outlined in this policy. Since our sponsorship follows a pooled funds approach, sponsorships do not cover specific events, but provides general association support to minimize conference costs and maintain the administrative functions of the organization. GFOAT Membership: It will also be a requirement that every sponsor organization have at least one member of GFOAT. Membership will be reviewed annually to ensure that sponsors are current. Notifications of programs and events occur through membership database distribution. It is the SPONSORS responsibility to make sure their membership is current and that the registered member distributes information to the remaining persons in the company. CONFERENCE OPPORTUNITIES FOR PLATINUM ONLY. To increase visibility of Platinum sponsors to our members, we are offering branding opportunity for the fall conference: ROOM KEYS: 1) This will only be available to ONE sponsor, who must contact me by SEPT 13 and submit their art by SEPT 20. It will be an add-on price to the $5,000 level, at our cost of approximately $1,200. 2) If multiple Platinum sponsors are interested, we will devise a plan to select who uses this feature. WiFi CODE: 1) This is a landing spot where guests who sign-on to the wifi will have to enter a predetermined code agreed upon by the sponsor and GFOAT such as COMPANY ABC. It will only be available to ONE sponsor, who must contact me by SEPT 13. It will be an add-on price to the $5,000 level, for the fall conference it will be $1000 and for both fall 2017 and spring 2018 conferences it will be $2000.

2) If multiple Platinum sponsors are interested, we will devise a plan to select who uses this feature.

Recognition at Conferences. GFOAT typically holds two conferences per year, at which posters and signage promote our various sponsors, by support level. Verbal recognition during a general session or luncheon offers members the opportunity to acknowledge our sponsors as a group. In addition, where logistically feasible, resource tables allow sponsors to set out informational items about their company, products, and/or services (see below). Important upcoming dates are: November 1 November 3, 2017 Pre-conference and Fall Conference, San Antonio April 15-17, 2018 Spring Institute, Renaissance, Austin Resource Tables. We do not host exhibit space, but we provide space on shared resource tables. These tables are intended to be non-staffed areas where information is displayed or offered for any interested participant. We do not intend to rent additional exhibit space for these events, or provide any utility or service other than tables set up in an accessible location. The venue of conferences changes from year to year and we will make the best decision we can to offer the sponsors maximum exposure while supporting a good conference flow and floor plan. Also, the level of sponsor participation at these tables varies from one conference to the next, so we do not plan to structure space on the tables. Preference and sizing will be determined by sponsor support level, to provide the most visibility and space (in our best judgment) to the highest level sponsors. Vertical presentations, banners, or other materials that take up additional space or distract from others will be removed. PLEASE NOTE: For the Fall conference in San Antonio, space will be extremely limited and span three levels of the hotel. As such, we do NOT plan to have as much space or as much activity around the tables as in previous events. Please plan accordingly. Special/Hospitality Events. Due to conflicting schedules, GFOAT will not assist with extra sponsor publicity for the conferences. We ask sponsors not to compete with our programming if they decide to host a private event. THIS FALL We host a reception Thursday Nov 2 nd until 8:00pm. If you wish to entertain clients after that, you can access our online roster once registration is open to learn who is planning on attending. Further, due to our new conference app feature, we can push notifications to those delegates who are logged on and let them know of any events you are hosting. The frequency of this notification will be at our judgment and you will provide the script/content based on our limitations of space. Conference Credits: NO CHANGE FROM BEFORE. Sponsors are allowed to send participants to the conference. All conference credits expire at the end of each fiscal year, which is June 30, 2018. Platinum Sponsor 8 conference credits for the fiscal year Gold Sponsor 4 conference credits for the fiscal year Silver Sponsor - 2 conference credits for the fiscal year Bronze Sponsor - 1 conference credits for the fiscal year

WebPages. The web pages include a listing of our sponsors. Our web pages and ad work are updated approximately quarterly, based on new submissions. Our HOME Page includes a sponsor section that highlights the following: LOGO Scrolling for PLATINUM and GOLD sponsors GRAPHIC section for PLATINUM only (pixels 199wx337t RGB or jpg format) Training Notifications. We will post on our calendar any events that we feel are timely and useful to the membership. With a new calendar feature, we will use our best judgment to determine what to include and exclude based on: relevance to the member, timeliness, and sponsor participation. Bronze Level Eligibility. In January 2016, the GFOAT Board of Directors decided that Bronze level participation would be restricted. The Board has not updated sponsor fees for almost 20 years and did not want to adjust them for this year. However, due to the increasing costs of conference out-of-pocket expenses for meals and events, the existing level of sponsor support does not cover costs of individuals attending our events. The new eligibility requirements to be a BRONZE sponsor are: First-time sponsor offered as an entry-level opportunity to get to know our organization and to decide if it is a good business case for the company; Non-profit organizations Coops, University, etc Single owner/employee companies one-person businesses Conclusion It is our intent at GFOAT to offer our sponsors a good value for their support. We view the agreement as an on-going relationship and hope to continue to find ways to improve the benefits to the sponsors and the members. Occasionally, we will solicit formal sponsor feedback, but ideas are always welcome. Please contact Becky Brooks, Director of Resource Development, at blbrooks@gfoat.org with any questions, concerns or ideas.

Our Sponsors as Resources and Friends By Lewis F. McLain, Jr., GFOAT Executive Director Published in Texas Government Finance, October 2001 Introduction It doesn t take long for the finance official to realize there is more work to be done than seems to be possible. You survey your human resources and work toward mastering the dual tasks of having enough bodies available to you and then training your staff to become more proficient at the assigned tasks. You add to your staff resources all of the reasonable computational and analytical tools, the entire array of robust tech-tools justified on the basis of improved performance and superior products. But the work keeps on coming. There is rarely a moment to take a breath. The resources available to finance officials extend beyond the internal circles. There are, in fact, concentric circles of resources available to all governments large and small. They are especially important to entities with small staffs. These external resources include your auditors, bank depository, local government investment pools, investment advisors, bond advisors and bond counsel. They include software and hardware vendors. Insurance advisors are also important resources as well as the insurers themselves. Consultants of every variety assist in many of the financial management responsibilities, including cost allocations, utility rate studies, fee studies and performance evaluation. The list is almost endless. There is a large group of very important folks that are directly involved in the professional support and development business upon which finance officials draw. Many are actually direct service providers as well as key advisors and resources. We resort to our alphabet soup to enumerate just a few of them: GFOAT, GFOA, TML, TMRS, NCTCOG, ICMA, TCMA and others. Add to this group the critical role of our university resources, especially the University of North Texas, Texas Tech and the University of Texas at Austin. There are many others. We are richly blessed in Texas. The purpose of this article and of this issue of the newsletter is to salute the private sector resources that go beyond direct feebased work they provide various government agencies. There is a large group of supporters that contribute to GFOAT in both financial ways as well as lending their expertise to the organization. Many are on committees that help shape our programs and communicate with our membership. Some of our older members in GFOAT are, in fact, from our group of sponsors. I think it is particularly noteworthy that we have formed good relationships with our sponsors and view them as friends and in partnership with us as we bring professionalism to government finance. Sponsorships vs. Exhibitors We also want to use this newsletter to explain a policy set by the GFOAT Board a number of years ago. We receive many calls from vendors asking for information about being able to have an exhibit booth at one of our conferences. We don t have exhibitors nor do we have vendors sponsoring a particular meal or event for several reasons. Regarding the exhibit booths, we simply do not have the space at our conferences for exhibits. We are approaching a level of attendance at our conferences that exceeds the meeting room and foyer capacity of most hotels. Our ability to find adequate hotels has been challenged by the GOOD NEWS of our increased conference capacity. To add the needed space for exhibits isn t entirely impossible but is increasingly difficult. But we have decided against exhibits and the individual sponsorship for a meal or social event for other reasons. We find it much more of a collegial setting for the sponsors to be in attendance at our sessions and meals. Our more casual atmosphere has promoted our objectives to mentor, socialize and learn. Our sponsors have blended into the fabric of our conferences, both contributing and receiving valuable information. The ultimate goal of sponsorships has been achieved in the eyes of the GFOAT leadership - an exchange of information, a forging of friendships and a continual renewal of professionalism. To accomplish the goals of the GFOAT Board, we also pooled all of the financial contributions instead of the testy dilemma of deciding which sponsor got to be assigned to a particular event or meal. The fact is that our sponsorship program has grown, and all are considered valuable colleagues in the business of the GFOAT organization. It is for that reason that we list sponsors by level of giving but recognize all of them as special contributors to the social events, meals and overall program benefits to the GFOAT membership. The GFOAT Board approved a new policy to recognize our sponsors in the October newsletter each year beginning with this issue. We depart from one of our policies of not allowing direct advertising in our newsletter by, in fact, inviting all of our sponsors to place a short promotional piece in the newsletter. You will find these brief descriptions of our sponsors on the next few pages along with our normal listing of sponsors published each month in our newsletter. Take the opportunity to say "THANKS" to our sponsors whenever you can. Their generosity reduces the amount we would otherwise have to provide through fee and conference increases. LFM.