CFA 69th ANNUAL CONVENTION€¦ · CFA 69th ANNUAL CONVENTION ... CSC Corporation Service Company...

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CFA 69thANNUALCONVENTIONNovember 13 - 15JW Marriott Los Angeles at L.A. LIVE • Los Angeles, CA>>reachING for the stars

Sponsorship ANDExhibitor Opportunities

#CFAannual

KEYNOTE SPEAKER

oliver stoneACADEMY-AWARD

WINNING DIRECTOR

CFA 69thANNUALCONVENTIONNovember 13 - 15JW Marriott Los Angeles at L.A. LIVELos Angeles, CA

>>reachING for the stars>>Sponsorship AND

Exhibitor Opportunities

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The Commercial Finance Association is pleased to

announce that it is now offering sponsorship and

exhibitor opportunities at its 69th Annual Convention

at the JW Marriott Los Angeles at L.A. Live in Los

Angeles, CA, November 13-15, 2013. the Annual Convention

is the Premier Networking Event of the Year!

Your sponsorship and/or exhibitor booth at CFA’s

69th Annual Convention allows you to reach over

1,000 key decision-makers in all facets of the asset-

based financial services industry.

Table of ConTenTs

SponSorShip information 3

SponSorShip opportunitieS 4-14

exhibitor information 15-18

SponSor/exhibitor form 19

termS & ConditionS 20-21




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Who should sponsor/exhibit?Sponsorship and exhibitor opportunities are open to companies looking for high-impact, high-visibility marketing options that will drive quality leads to you. You’ll reach professionals at all levels within the asset-based lending and factoring industries representing various business sectors including: y Accountantsy Appraiser/auctioneer/liquidatory Attorneysy Bank affiliated ABLy Brokersy Community banksy Entrepreneurial finance & factoringy Field examinationy Hedge fundsy Insurance

y International ABL & factoringy Large, non-banksy Middle market ABLy Private equity firmsy Search, filing and document retrievaly Softwarey Syndicated ABL/capital marketsy Trade finance/purchase order financey Turnaround management

At last year’s Annual Convention, Lenders represented includeD:




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Sponsorships include all of the following benefits: y Acknowledgment on CFA’s website with a link

to the sponsor’s website y Acknowledgment and company description in

Official Convention Program book y A one-time use of the pre- and post-show list of 69th Annual

Convention attendees y Opportunity to do an educational webinar (CFA must approve topic)y Free listing on CFA’s Service Provider Directory y Prominent display of your logo at the event you are

sponsoring and throughout the Conventiony Signage near registration desk listing sponsorsy Sponsor listing in the The Secured Lender magaziney Recognition as a sponsor in promotional mailingsy “Sponsor” ribbons for attendee name badgesy Logo acknowledgment at the Opening Session

Sponsor & Exhibit to receive these added benefits:y 10% discount on the total cost of sponsorship & boothy Web banner ad for 1 month on internal pages of www.cfa.com y Logo on all CFA Convention related e-blasts (up to 6 e-blasts)y Ad in the Official Convention Program booky An additional priority point

Thank you to our 2012 Sponsors:1stWest FinancialAloStar BankBMO HarrisbankC&R Credit ServicesCrystal FinancialCSC Corporation Service CompanyCT Lien SolutionsFirst CapitalForest CapitalGE Capital Goldberg Kohn Ltd.Gordon Brothers GroupGrant ThorntonGreenberg TraurigHahn & Hessen LLP HilcoMcLagan | An Aon Hewitt Company Milestone Advisors, LLCNewStar Business CreditOtterbourg P.C.People’s United Business CapitalPolsinelli Shughart RMP Capital Corp.Salus Capital PartnersTAB BankVedder Price P.C.Wells Fargo Capital FinanceWinston & Strawn LLP

“Visiting 10 clients at CFA’s Convention is like taking 10 business trips at one time.”

- Tonya Spillmon, President, C&R Credit Services, Inc.

How do I reserve a sponsorship?For more information or to reserve a sponsorship opportunity, contact Jeff Walsh, at 212.792.9390 or [email protected]. Please send the completed form on page 12 with payment to CFA, 370 7th Avenue, Suite 1801, New York, NY 10001 or fax to 212.564.6053.

In order to reserve your sponsorship, you must submit the contract & payment by September 20, 2013. In order to be included in the Conven-tion brochure, you must submit contract & payment by June 14, 2013.




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Additional Benefits:y Diamond Sponsor designation on: - Printed promotional materials (including the Convention brochure and up to 6 e-blasts) - The Convention pages of www.cfa.com - Signage at the Conventiony 225-word company description in Official Convention Program Booky 2 complimentary Convention registrationsy Free listing on CFA’s Service Provider Directory for 1 yeary The opportunity to display your company’s marketing material and/or giveaway items near the registration areay Complimentary tote bag inserty Opportunity to introduce panel breakout session. This is on a first come, first serve basis by level.

WiFi Sponsor – Exclusive Sponsored by Hilco GlobalGet everyone connected as the official Convention WiFi sponsor. Cost includes WiFi access for all attendees throughoutthe entire hotel. Additional benefits: Company logo on splash page when attendees connect to Internet. Companyname incorporated into WiFi password.

Diamond Level Sponsor Cost: $25,000




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Additional Benefits:y Platinum Sponsor designation on: - Printed promotional materials (including the Convention brochure and up to 6 e-blasts) - The Convention pages of www.cfa.com - Signage at the Conventiony 175-word company description in Official Convention Program Booky 2 complimentary Convention registrationsy Free listing on CFA’s Service Provider Directory for 6 monthsy The opportunity to display your company’s marketing material and/or giveaway items near the registration areay Logo displayed prominently on the item you are sponsoringy Opportunity to introduce panel breakout session. This is on a first come, first serve basis by level.

Please choose one of these available opportunities:Night Cap Reception Sponsored by Goldberg Kohn and Otterbourg P.C.Cap off Thursday, November 14, 2013 the right way when you sponsor the CFA Night Cap Reception. Additional benefits: Table tent cards with your company name or logo to be displayed throughout the reception as well as the opportunity to provide napkins with your company logo.

Reception in the Exhibit Hall – Exclusive Entertain Convention attendees when you sponsor this fun reception in the Exhibit Hall on Thursday, November 14, 2013.

Registration Area Sponsor Sponsored by Gordon Brothers Group & GB Credit PartnersGet your company name & logo on a can’t-be-missed banner at the first location attendees will be visiting — the registration area.

Platinum Level Sponsor Cost: $17,500




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Additional Benefits:y Titanium Sponsor designation on: - Printed promotional materials (including the Convention brochure and up to 6 e-blasts) - The Convention pages of www.cfa.com - Signage at the Conventiony 175-word company description in Official Convention Program Booky 1 complimentary Convention registrationy Free listing on CFA’s Service Provider Directory for 5 monthsy The opportunity to display your company’s marketing material and/or giveaway items near the registration areay Logo displayed prominently on the item you are sponsoringy Opportunity to introduce panel breakout session. This is on a first come, first serve basis by level.

Please choose one of these available opportunities:Mobile App – Exclusive Sponsored by Wells Fargo Capital FinanceThe new Convention Mobile App is designed to bring attendees up-to-the-minute detailed information on sessions, schedules, speakers, exhibitors, room locations and more! It is easy-to-use and downloadable for iPhone, iPad, BlackBerry or Android devices. Your banner ad will appear at the bottom of every page and can link to a fully customized landing page within the app or your own website.

Twitter Wall – Exclusive Sponsored by NewStar Business CreditThe Twitter Wall will be the center of social networking during the Convention. The Twitter Wall will be featured on the main stage of the General Session room and will show a running feed of tweets from convention attendees. The Twitter Wall will prominently display your company name and logo on the screen.

Titanium Level Sponsor Cost: $12,000




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Additional Benefits:y Gold Sponsor designation on: - Printed promotional materials (including the Convention brochure and up to 6 e-blasts) - The Convention pages of www.cfa.com - Signage at the Conventiony 150-word company description in Official Convention Program Booky 1 complimentary Convention registrationy Free listing on CFA’s Service Provider Directory for 4 monthsy The opportunity to display your company’s marketing material and/or giveaway items near the registration areay Logo displayed prominently on the item you are sponsoringy Opportunity to introduce panel breakout session. This is on a first come, first serve basis by level.

Opening Reception – (Currently 2 available) Co-Sponsored by People’s United Business Capital and The Tiger GroupLos Angeles is the City of Stars. Have your company be the star of the Convention by sponsoring the Opening Recep-tion. Make a splash and increase exposure for your company as attendees gather to network at the Opening Reception on Wednesday, November 13, 2013.

Available opportunities:Wednesday’s General Session Speaker (2 available) Co-Sponsored by RedRidge Finance GroupHave your company name prominently displayed at this session with the general session speaker. Additional benefits: The opportunity to put your company’s collateral on all of the tables and reserved prime seating at the general session.

Additional Benefits:y Gold Sponsor designation on: - Printed promotional materials (including the Convention brochure and up to 6 e-blasts) - The Convention pages of www.cfa.com - Signage at the Conventiony 150-word company description in Official Convention Program Booky 1 complimentary Convention registrationy Free listing on CFA’s Service Provider Directory for 4 monthsy The opportunity to display your company’s marketing material and/or giveaway items near the registration areay Logo displayed prominently on the item you are sponsoringy Opportunity to introduce panel breakout session. This is on a first come, first serve basis by level.

gold Level Sponsor Cost: $10,000

gold Level Sponsor Cost: $9,750




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Tote Bags – Exclusive Sponsored by Greenberg TraurigDon’t miss the opportunity to have all attendees display your logo on durable tote bags that will be used long after the Convention. Additional benefit: Complimentary tote bag insert.

Portfolios – Exclusive Sponsored by Buchalter NemerClassy yet durable, help turn what would be fleeting thoughts into substantial notes or reminders for attendees by spon-soring a portfolio, complete with a writing pad. With your company logo imprinted on the front cover of this portfolio, you will surely be a part of what attendees take back home with them after the Convention. Additional benefit: Compli-mentary tote bag insert.

Pocket Agenda – Exclusive Sponsored by Forest CapitalHave your company logo prominently displayed on this helpful reference piece that will be used by all Convention attendees.

Name Badge Lanyards –Exclusive Sponsored by AloStar Business CreditHave your company’s logo in full view for everyone to see on this must-have accessory that will be used throughout the entire Convention.

Hotel Room Key Cards – Exclusive Sponsored by RMP Capital Corp.Your company’s name will be on everyone’s mind from morning until night when you imprint your company message on the hotel key cards of Convention attendees staying at the JW Marriott Los Angeles, the official Convention hotel.

Custom Labeled Water Bottles – Exclusive Sponsored by McGuireWoods LLPQuench thirsts as attendees drink from water bottles labeled with your company’s logo. Water bottles will be distributed at all refreshment breaks and breakout sessions.

“In these economic times it is important to be on top of the game and to spend dollars wisely. To know where our industry is now and is heading tomorrow, there is no more prudent investment than this year’s CFA Convention.” - Pat Trammell, President, Southeastern Commercial




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Additional Benefits:y Silver Sponsor designation on: - Printed promotional materials (including the Convention brochure and up to 6 e-blasts) - The Convention pages of www.cfa.com - Signage at the Conventiony 100-word company description in Official Convention Program Booky 1 complimentary Convention registrationy Free listing on CFA’s Service Provider Directory for 4 months

Please choose one of these available opportunities:Thursday General Session Speaker with Lunch – Exclusive Sponsored by WeiserMazars, LLPEveryone will be talking about our entertaining speaker after they take the stage during lunch on Thursday, November 14, 2013. Ensure that attendees are also talking about your company when you reserve this opportunity. Additional ben-efits: The opportunity to introduce the speaker, the opportunity to put your company’s collateral on all seats, and reserved prime seating at the session.

*NEW* Convention Charging StationHelp attendees keep their mobile devices powered up by sponsoring a Charging Station. Conveniently located in the Exhibit Hall, each station charges eight devices simultaneously (Apple, Mini USB & Micro USB). Your logo will be displayed on the Charging Station and the 15’’ LCD monitor provides the opportunity for a short video about your company to be continuously played.

Women in Commercial Finance Reception Sponsored by Bank of America Merrill Lynch, Salus Capital Partners, LLC and Wells Fargo Capital FinanceNow in its second year, The Women in Commercial Finance Reception, hosted by CFA’s Women In Commercial Finance Committee, brings together leading female professionals in the asset-based lending and factoring industries for network-ing and mentoring in a relaxed setting. Support this growing networking event by sponsoring the reception.

Internet Café – Exclusive Sponsored by Clear Thinking GroupGet everyone connected by sponsoring the Internet Café located in the Exhibit Hall. Additional benefits: Your company logo displayed on each computer, as well as the opportunity to have your logo on the computer kiosk’s home page.

Networking Lounge – Exclusive Be the talk of the Convention when you sponsor the Networking Lounge located in the Exhibit Hall. Attendees will be able to take a break for refreshments and network in this comfortable lounge. Additional benefit: The opportunity to put your company’s collateral on tables within the lounge.

Silver Level Sponsor Cost: $7,750




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Coffee Break Do a latté more with your sponsorship dollars by sponsoring one of the coffee breaks. You will provide a much-needed “pick-me-up” for attendees, while having the opportunity to display your products and speak directly to your potential customers. Additional benefits: Napkins and ‘to-go’ cups with your company logo to be used during the break.Available Opportunities: - Friday, November 15

Exhibit Hall Guide Ad – Back CoverGuide Convention attendees in the right direction by having an ad on the back cover of the Exhibit Hall Guide. Prior to the Convention, the guide will be distributed in 6,300 copies of The Secured Lender. Additionally, during the Convention, the guide will be included in all attendee tote bags.

Program Book Ad – Back Cover – Exclusive Sponsored by Corporation Service CompanyDisplay your company’s logo on the back cover of the hottest item at the Convention, the Official Program Book. A Pro-gram Book will be included in all attendee tote bags.

Thursday Reception in the Exhibit Hall – Co-Sponsorship (limit 3) Co-Sponsored by BMO Harris BankEntertain Convention attendees during this reception in the Exhibit Hall on the evening of Thursday, November 14, 2013. Additional benefits: Table tent cards with your company name or logo to be displayed throughout the reception as well as the opportunity to provide napkins with your company logo.

Daily Convention Newsletter – Exclusive Sponsored by Hahn & Hessen LLPDon’t miss your opportunity to communicate with attendees by having your company logo and ad included in the daily news source for the Convention. Newsletter distribution will be in attendee’s tote bags on Wednesday, Thursday, and Fri-day at breakfast, and strategically placed throughout the Convention each day. The daily newsletter will also be e-mailed to attendees each day; that’s double exposure for your company!




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Additional Benefits:y Bronze Sponsor designation on: - Printed promotional materials (including the Convention brochure and up to 6 e-blasts) - The Convention pages of www.cfa.com - Signage at the Conventiony 75-word company description in Official Convention Program Booky Free listing on CFA’s Service Provider Directory for 2 months

Please choose one of these available opportunities:Exhibit Hall Guide Ad – Inside Front Cover Sponsored by McMillan LLPGuide Convention attendees in the right direction by having an ad on the inside front cover of the Exhibit Hall Guide. Prior to the Convention, the guide will be distributed in 6,300 copies of The Secured Lender. The guide will also be includ-ed in all attendee tote bags during the Convention.

Wall Street Journal Room Delivery – ExclusiveKeep attendees current with a complimentary copy of the Wall Street Journal delivered right to their rooms. Copies will be delivered to attendees staying at the official Convention hotel, JW Marriott Los Angeles at L.A. Live, and will include a Post-It Note on the cover with information about your company. Available Opportunities: - Thursday, November 14 Sponsored by 1stWest Background Investigations - Friday, November 15 Sponsored by Winston & Strawn LLP

Program Book Ad – Inside Front Cover - Exclusive Sponsored by Revere FinanceDisplay your company’s logo on the inside front cover of the hottest item at the Convention, the Official Convention Program book. A Program Book will be included in all attendee tote bags.

Program Book Ad – Inside Back Cover - Exclusive Sponsored by Atlantic Risk ManagementDisplay your company’s logo on the inside back cover of the hottest item at the Convention, the Official Convention Program book. A Program Book will be included in all attendee tote bags.

Networking Lounge – Co-sponsorship (limit 3) Be the talk of the Convention when you co-sponsor the Networking Lounge located in the Exhibit Hall. Attendees will be able to take a break for refreshments and network in this comfortable lounge. Additional benefit: The opportunity to put your company’s collateral on tables within the lounge.

Custom Labeled Pens – Exclusive Place your company in the hands of Convention attendees with this opportunity to provide your company name or logo to be imprinted on a pen. Pens will be distributed at registration, at general sessions, panels, and all throughout the Convention.

Bronze Level Sponsor Cost: $5,500




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Additional Benefits:y Supporting sponsor designation on: - Printed promotional materials (including the Convention brochure and up to 6 e-blasts) - The Convention pages of www.cfa.com - Signage at the Conventiony 25-word company description in Official Convention Program Booky Free listing on CFA’s Service Provider Directory for 2 months

Please choose one of these available opportunities:Tote Bag Inserts Co-sponsored by ABL Consultants Inc. and Tauber Arons Auctioneers & AppraisersSpread your company message to Convention attendees with this opportunity to provide one marketing item of choice to be inserted into the Convention tote bag.

Friday’s Economist Breakfast – Co-sponsorship (limit 2) Co-sponsored by Vedder Price P.C.Ensure that everyone starts the day right by co-sponsoring the breakfast on Friday, November 15, 2013.

Friday’s Lunch – Co-sponsorship (limit 2) Co-sponsored by Conway Mackenzie, Inc.Ensure that everyone ends the Convention the right way by sponsoring the lunch on Friday, November 15, 2013.

Coffee Break – Co-sponsorship (limit 3 per break)Do a latté more with your sponsorship dollars by co-sponsoring one of the coffee breaks. You will provide a much-needed “pick-me-up” for attendees, while having the opportunity to display your products and speak directly to your potential customers. Additional benefits: The opportunity to provide napkins and ‘to-go’ cups with your company logo to be used during the break. Available Opportunities: - Thursday, November 14 Co-sponsored by C&R Credit Services, Inc. and First Capital - Friday, November 15

2013 Online Convention Resource Center – Co-sponsorship (limit 2) Co-sponsored by Grant ThorntonHave your company’s logo and website link prominently displayed on CFA’s Convention Resource Center web page at www.cfa.com. Prior to and after the Convention, registered attendees will receive a link to the resource center where they can access attendee lists, panel presentations, handouts, and other useful information.

Presidential Suite – ExclusiveThe Presidential Suite at the JW Marriott allows you the privacy you will need for a group meeting, a moment to discuss new business opportunities, simply for brainstorming, or a private reception. Seize this opportunity and “seal that deal.”Available Opportunities: - Wednesday, November 13 - Thursday, November 14 Sponsored by TAB Bank

Executive Level Sponsor Cost: $3,500




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Premier Sponsor Benefits:y Top Premier Sponsor billing on all signage at the Breakfasty Company logo displayed on a GOBO at the Breakfasty Opportunity to introduce the Breakfast Panely Table-top inside the Breakfast to display your company material (all material is subject to CFA approval) y Premier Sponsor designation on: - Printed promotional materials (including the Convention brochure and up to 6 e-blasts) - The Convention pages of www.cfa.com - Signage at the Conventiony 150-word company description in Official Convention Program booky 3 complimentary Private Equity Day Registrations (Friday only)y Free listing on CFA’s Service Provider Directory for 3 months

Private Equity Friday Breakfast Sponsorship OpportunitiesThe 69th Annual Convention agenda brings many exciting and new changes to enhance your experience, including a new Private Equity Breakfast on Friday morning! Presented jointly by the CFA and the Commercial Finance Conference of California, this breakfast brings together leading private equity firms and lenders to discuss the current deal environment. Show your support for this breakfast and showcase your company to top industry executives by becoming a sponsor!

Sponsorships include all of the following benefits: y Acknowledgment on CFA’s website with a link to the sponsor’s website y Acknowledgment and company description in Official Convention Program book y A one-time use of the pre- and post-show list of 69th Annual Convention attendees y Opportunity to do an educational webinar (CFA must approve topic)y Free listing on CFA’s Service Provider Directory y Prominent display of your logo at the Friday Breakfasty Signage near registration desk listing sponsorsy A page in The Secured Lender magazine listing all sponsorsy Recognition as a sponsor in promotional mailings.y “Sponsor” ribbons for attendee name badgesy Logo acknowledgment at the Opening Session

Premier Sponsor - Exclusive Cost: $7,750




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Lead Sponsor Benefits:y Lead Sponsor billing on all signage at the Breakfasty Table-top inside the Breakfast to display your company material (all material is subject to CFA approval) y Lead Sponsor designation on: - Printed promotional materials (including the Convention brochure and up to 6 e-blasts) - The Convention pages of www.cfa.com - Signage at the Conventiony 100-word company description in Official Convention Program booky 2 complimentary Private Equity Day Registrations (Friday only)y Free listing on CFA’s Service Provider Directory for 2 months

Supporting Sponsor Benefits:y Supporting Sponsor billing on all signage at the Breakfasty Supporting Sponsor designation on: - Printed promotional materials (including the Convention brochure and up to 6 e-blasts) - The Convention pages of www.cfa.com - Signage at the Conventiony 75-word company description in Official Convention Program booky 1 complimentary Private Equity Day Registration (Friday only)y Free listing on CFA’s Service Provider Directory for 1 month

Lead Sponsor Cost: $5,500

Supporting Sponsor Cost: $3,500




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How do I reserve a sponsorship?For more information or to reserve a sponsorship opportunity, contact Jeff Walsh at 212.792.9390 or [email protected]. Please send the completed form on page 19 with payment to CFA, 370 7th Avenue, Suite 1801, New York, NY 10001 or fax to 212.564.6053.

To reserve your sponsorship, you must submit the contract & payment by September 20, 2013. In order to be included in the Convention brochure, you must submit contract & payment by June 14, 2013.

www.cfa.com




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Exhibitor InformationThe Convention Exhibit Hall will be in the Platinum Ballroom at the JW Marriott Los Angeles at L.A. Live.

Exhibit Hall Hours:Wednesday, November 137:00 a.m. – 11:00 a.m. – Exhibit Hall set-up11:00 a.m. – 5:00 p.m. – Exhibit Hall open

Thursday, November 148:45 a.m. – 5:00 p.m. – Exhibit Hall open (Networking Break from 10:00 a.m. – 11:00 a.m.) 5:00 p.m. – 6:30 p.m. – Reception in Exhibit Hall

Friday, November 158:00 a.m. – 11:30 a.m. – Exhibit Hall open (Networking Break from 10:30 a.m. – 11:30 a.m.;

Prize drawing at 11:00 a.m.)11:30 a.m. – 5:00 p.m. – Exhibit Hall tear-down

Sponsor and exhibit to receive all of the following additional benefits: y 10% discount on the total cost of sponsorship & boothy Web banner ad for 1 month on internal pages of www.cfa.com y Logo on all CFA Convention related e-blasts (up to 6 e-blasts)y Ad in the Official Convention Program booky An additional priority point

1stWEST Background Investigations

3i Infotech Financial Software Inc.

ABLSoft, Inc.

AccuVal Associates, Inc.

LiquiTech Partners, Inc.

American Bankruptcy Institute

Asta Funding, Inc.

The Atwell Companies

Ansonia Credit Data

Bayside Business Solutions

Bayside Business Solutions

BBC Easy

Broadlook Technologies

C&R Credit Services, Inc.

Cascade Credit Services, Inc.

CoFace North America

CODIX

Commercial Finance Consultants

Computer and Software

Enterprises, Inc.

Corporation Service Company

CT Lien Solutions

ECS Financial Services, Inc.

Epiphany Partners, Inc.

Equipment Appraisal Services

Euler Hermes

First Capital

First Corporate Solutions, Inc.

Freed Maxick ABL Services

GoIndustry DoveBid

Heritage Global Partners

HPD Software

Insight Examination Services, Inc.

International Factoring Association (IFA)

Liquid Asset Partners

Maxim Commercial Capital

McMillan LLP

Presidential Financal

SB Capital Group, LLC

Scherzer International

Sherwood Partners, LLC

Tax Guard Inc.

TransCore

TrueRisk, LLC

Validis

Vion Receivable Investments

UCC Plus Risk Management &

Insurance

US Capital Partners

Watermark Advisory Group, LLC

WeiserMazars LLP

William Stucky & Associates, Inc.

Exhibit Booth Price: $2,995

Thank you to our 2012 Exhibitors:




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Exhibitor Benefits:y 1 complimentary Convention registrationy 50% discount on 2 additional Convention registrationsy Opportunity to present an educational webinar (CFA must approve topic)y Free listing on CFA’s Service Provider Directory for 4 monthsy A one-time use of the pre-and post-show list of 69th Annual Convention attendeesy Exhibit Hall Guide including an exhibit map and company info mailed with the October issue of The Secured Lender

and to be handed out at the Conventiony Acknowledgment with company description in the 69th Annual Convention Program Booky Acknowledgment in the 69th Annual Convention Programy Acknowledgment on the CFA websitey Acknowledgment in Nov. issue of The Secured Lender y Key events to be held in the exhibit hall: - All refreshment breaks - Internet Café - Networking Lounge - Thursday Receptiony “Exhibitor” ribbons for attendee name badgesy Option for Exhibit Booth/Advertorial in The Secured Lender Package:y Maximize your outreach with an advertorial in the industry’s premier publication. Your full-page ad plus a full page

of text (full specs will be sent upon receipt of your contract) will be seen by 6,300 readers when you take advantage of this offer.

Important Exhibitor Information:Exhibit Equipment - The 10’ x 10’ exhibit booth includes the following:y 1 complimentary Convention registration y 1 identification signy 6-foot skirted table y 2 chairsy 1 wastebasket y The exhibit hall is carpeted

Booth Assignments:Booths are assigned on a first-come, first-serve basis and according to your priority points. Please turn to page 18 to view the floor plan.

$7,795

There is no better return on investment if ABL is your market than to exhibit at the Annual CFA Convention.” - Jerry Oldham, CEO, 1stWEST Financial Corp.




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Exhibitor Prizes:Exhibitors have the opportunity to collect business cards for a drawing at their booth. On Friday, November 15, 2013, CFA will hold a prize drawing to raffle off exhibitor items. All prizes are subject to CFA review and approval.

Exhibitor Giveaways and Marketing Material: All exhibitor giveaways and marketing material are subject to review and approval by CFA. Giveaways and marketing material can only be distributed from inside your assigned booth during assigned exhibitor hours. Please submit your giveaways and marketing material to CFA for review and approval no later than Friday, November 1, 2013.

Exhibitor Registration: All exhibitor giveaways and marketing material is subject to review and approval by CFA. Giveaways and marketing mate-rial can only be distributed from inside your assigned booth during assigned exhibitor hours. Please submit your give-aways and marketing material to CFA for review and approval no later than Friday, November 1, 2013.

Exhibitor Setup & Tear Down:Setup will begin on Wednesday, November 13 at 7:00 a.m. – 11:00 a.m. YOUR BOOTH MUST BE COMPLETELY SET UP BY 11:00 A.M. IN ORDER TO MAXIMIZE THE EXHIBIT HALL EXPERIENCE. Under no condition can booths be disassembled before 11:30 a.m. on Friday, November 15, 2013.

Exhibitor Logistics: GES is the official decorator for the Convention. All arrangements for exhibit material handling, decorations, additional furniture, labor, signs, cleaning, electrical, etc. must be made at the exhibitor’s expense via GES. GES will send exhibitors an exhibitor kit with complete information and instructions regarding displays, shipments, setup and dismantling as well as additional services they offer. GES will have a desk set up in the Exhibit area & a representative will be available each day to answer any of your questions.

How do I reserve an exhibit booth?For more information or to reserve an exhibitor booth, contact Jeff Walsh at 212.792.9390 or [email protected]. Please send the completed form with payment to CFA, 370 7th Avenue, Suite 1801, New York, NY, 10001 or fax to 212.564.6053.Note: Booth assignments are made based on your previous points and on a first-come, first-serve basis.

In order to reserve your booth, you must submit your contract & payment by September 20, 2013. In order to be included in the Convention Brochure, you must submit contract and payment by June 14, 2013. In order to be included with the Exhibitor Guide that will be distributed with the October issue of The Secured Lender, you must submit form and payment by August 19, 2013.




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Exhibit Hall Floor Plan

1stWEST Financial Corporation 2013i Infotech Fincial Software Inc. 305ABL Consultants 304ABLSoft 214Accounts Receivable Insurance (ARI) 415Aequus Trade Credit, LLC 210American Bankruptcy Institute (ABI) 207Ansonia Credit Data 206The Atwell Companies 312Bayside Business Solutions Inc. 200 & 202C&R Credit Services, Inc. 107Cascade Credit Services 400Codix USA 315Commercial Finance Consultants 401

Computer and Software Enterprises, Inc. 100Corporation Service Company 300DS-Concept Factoring, Inc. 407FactorHelp, Inc. 403First Corporate Solutions, Inc. 204Fora Financial, LLC 404Freed Maxick ABL Services 301HPD Software LLC 115Insight Examination Services, Inc. 408International Factoring Assoc. (IFA) 203Liquid Asset Partners, LLC 103Liquidity Services, Inc. 309Merchant Cash and Capital 313Melville Capial 310

Presidential Financial 306Promontory Interfinancial Network 307RapidAdvance 302SB Capital Group, LLC 205Sentinel Portfolio Solutions 212Sherwood Partners, LLC 308Tax Guard 211TBF Financial, LLC 209Transcore Fleet Compliance 414US Capital Partners 215Vion Receivables Instruments 314Watermark Advisory Group, LLC 208William Stucky & Associates 101

assigned exhibitor listings




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Sponsorship/Exhibitor FormCFA’s 69th Annual Convention / November 13-15, 2013

___________________________________________________________ ___________________________________________________________Company (as you would like it to appear in promotional materials) Contact Name

___________________________________________________________ ___________________________________________________________Contact Nickname Contact Job Title

___________________________________________________________ ___________________________________________________________Address City State Zip

___________________________________________________________ ___________________________________________________________Telephone Email

___________________________________________________________Company Web Address

It is understood that this application will become a binding contract upon acceptance by CFA, and incorporated into this contract are the attached terms and condi-tions (pages 20-21). Please sign and return this contract no later than September 20, 2013.

____________________________________________Authorized Signature

Payment Method □ VISA □ MasterCard □ AmEx □ Discover □ Check Enclosed (payable to CFA)

Account # _____________________________ Exp. Date _______ Cardholder’s Name _________________________Signature ___________________________

O Please register me; I will also be using the complimentary Convention registration that comes with my booth and/or sponsorship (if applicable).

Yes, we would like to participate in the Convention as a: □ Sponsor □ Exhibitor □ Both (Save 10% on Total)□ I have read and agree to the 69th Annual Convention Sponsor & Exhibitor Terms And ConditionsPlease indicate which opportunity you are interested in:

Type of Organization: (Check One) □ Accountant□ Appraiser/Auctioneer/Liquidator □ Attorney□ Broker □ Community Bank□ Entrepreneurial Finance & Factoring

□ Field Examination□ Hedge fund□ Insurance □ International ABL & Factoring□ Middle Market ABL□ Private Equity Firm

□ Search, Filing & Document Retrieval□ Software□ Syndicated ABL/Capital Markets□ Traditional Factoring□ Turnaround Management □ Other: ___________________

Diamond Level Sponsor - $25,000□ Convention Wi-Fi Sponsor

Platinum Level Sponsor - $17,500□ Thursday Nightcap Reception (Co-sponsor)□ Thursday Reception in Exhibit Hall□ Registration Area Sponsor

Titanium Level Sponsor - $12,000□ Twitter Wall

Gold Level Sponsor - $10,000□ Opening Reception Co-Sponsor (2 available) □ General Session Speaker Co-sponsorship

Gold Level Sponsor - $9,750□ Tote Bags □ Portfolios □ Pocket Agenda□ Name Badge Lanyards□ Hotel Room Key Cards□ Custom Labeled Water Bottles

Silver Level Sponsor - $7,750 □ Thursday General Session Speaker with lunch□ Charging Station□ Women In Commercial Finance Reception□ Internet Café□ Networking Lounge□ Coffee Break □ Thursday □ Friday□ Exhibit Hall Guide Ad – Back Cover

Silver Level Sponsor - $7,750 (continued)□ Program Book Ad – Back Cover□ Thursday Reception in the Exhibit Hall□ Daily Convention Newsletter

Bronze Level Sponsor - $5,500□ Exhibit Hall Guide Ad – Inside Front Cover□ Friday Lunch□ Wall Street Journal Room Delivery □ Thursday □ Friday□ Program Book Ad – Inside Front Cover□ Program Book Ad – Inside Back Cover□ Networking Lounge (Co-sponsor)□ Custom Labeled Pens

Executive Sponsor - $3,500□ Tote Bag Insert□ Thursday General Session Speaker with lunch (Co-sponsor)□ Friday’s Economist Breakfast (Co-sponsor)□ Friday Lunch (Co-sponsor)□ Coffee Break (Co-sponsor) □ Thursday □ Friday□ 2013 Online Convention Resource Center (Co-sponsor)□ Presidential Suite □ Wednesday □ Thursday

Private equity Friday breakfast□ Premier Sponsor - $7,750 – Exclusive□ Lead Sponsor - $5,500□ Supporting Sponsor - $3,500

Exhibit Booth RegistrationExhibit Booth RegistrationEach exhibitor booth is 10’ x 10’ and the fee is $2,995 per booth.

# of booths: ________

□ Exhibit Booth/Advertorial option in The Secured Lender $7,795

Please indicate your location preference for a booth assignment:1st Choice: ______ 2nd Choice: ______ 3rd Choice: ______4th Choice: ______

Please number in order of importance:___ Location___ Near Refreshments___ Near Entrance___ Near Internet Café & Networking Lounge ___ Corner (regardless of location)

Assignment of space is made in accordance with CFA’s priority point system, sponsorship




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CFA’S 69th ANNUAL CONVENTION SPONSORSHIP & EXHIBITOR TERMS AND CONDITIONS

aCCePtanCe oF aPPliCation: An application for sponsorship and/or the use of an exhibitor booth at the Commercial Finance Association’s 69th Annual Convention (“Convention”) will not be binding on the Commercial Finance Association (“CFA”) until accepted in writing by either the Chief Execu-tive Officer or Chief Operating Officer of CFA, whereupon it will be a binding contract (hereafter referred to as a “Sponsorship and/or Exhibitor Agree-ment”) between the CFA and the applicant(hereinafter referred to as the “Sponsor” and/or “Exhibitor”). Applications may be accepted or rejected by CFA in its sole and absolute discretion; however, applications from acceptable applicants for particular functions or promotional opportunities including but not limited to exhibitor booth space will be accepted on a first come, first serve basis. CFA will use its best efforts to honor an accepted applicant’s first, second or third choice preferences for functions, promotional opportunities and exhibitor booth space and if it is unable to do so will contact the applicant prior to acceptance of the application to determine another mutually acceptable choice, if any. All promotional and/or media materials to be distributed by any Sponsor or Exhibitor at the Convention, whether in print, video or electronic form, shall have the prior approval of an authorized representative of CFA and CFA reserves the right to prohibit the distribution of any promotional and/or media materials, whether in print, video or electronic form, at the Convention which do not have the prior approval of CFA.

groUP FUnCtions: Sponsors and/or Exhibitors agree not to sponsor or conduct any group function that will be in conflict with any scheduled activity of the Event.

CO-SPONSORSHIP: An organization that chooses to co-sponsor an event will not have the right to refuse another firm’s bid to co-sponsor the same event.

sPonsor / exhibitor giVeaWaYs and MarKeting Material: All giveaways and marketing material are subject to review and approval by CFA. Exhibitor giveaways and marketing material can only be distributed from inside your assigned exhibit booth during assigned exhibit hours.

liCenses: As a condition to the sponsorship and/or exhibitor booth, a Sponsor and/or Exhibitor will be deemed to have granted CFA the right to use the Sponsor and/or Exhibitor’s name and logo in connection with the promotion and production of the Event. A Sponsor and/or Exhibitor may use the Event name before and during the Event solely to promote its participation in the Event and solely in compliance with such guidelines as are provided by CFA from time to time. A Sponsor and/or Exhibitor may use Event attendee lists provided to it by CFA solely for the Sponsor and/or Exhibitor’s own business promotional activities, and may not provide the list to any other person or entity (including any affiliated company) or use the lists for any other purpose. The attendee lists (pre-show and post-show) may only be used one time, for one marketing piece. The lists may only be used by the company sponsoring/exhibiting.

legal CoMPlianCe: A Sponsor and/or Exhibitor must comply with all applicable laws, regulations and ordinances in connection with its participation in the Event, including but not limited to rules of the Event Facility. A Sponsor and/or Exhibitor may not violate any proprietary rights of third parties in connection with its participation in the Event, including but not limited to the performance, distribution or posting of copyrighted or trademarked material without a license, assignment or other legally effective permission.

bUsiness desCriPtion: A Sponsor and/or Exhibitor will be entitled to publication of a description of its business in materials relating to the Event. The Sponsor and/or Exhibitor will provide such description on or prior to a deadline established by CFA and will be responsible for the accuracy of all information included in such description, subject to CFA’s right to edit copy as it determines appropriate.

terMination oF sPonsorshiP and/or exhibitor agreeMent: Terminations by Sponsors and/or Exhibitors are not accepted once agree-ment is signed. CFA may terminate a Sponsorship and/or Exhibitor Agreement only in the case of material breach of the Sponsorship and/or Exhibitor Agreement by the Sponsor and/or Exhibitor, which is not cured within 30 days following written notice of the breach.

liMitation oF liabilitY: Neither CFA nor a Sponsor and/or Exhibitor will be liable in any manner for failure or delay of fulfillment of all or part of such party’s obligations under a Sponsorship and/or Exhibitor Agreement owing to any causes or circumstances beyond its reasonable control, including, without limitation, acts of God, government orders, war, acts of terrorism, strikes, lockouts, fires, and floods (each a “Force Majeure Event”). If the Event is cancelled because of a Force Majeure Event, CFA will refund to a Sponsor and/or Exhibitor the sponsorship and/or exhibitor payments previously re-mitted to CFA to the extent that CFA has not expended such payments in connection with the planning of the Event or is able to recover such payments from the Facility and other vendors. UNDER NO CIRCUMSTANCES WILL CFA BE LIABLE FOR ANY SPECIAL, INDIRECT, INCIDENTAL OR CONSE-QUENTIAL DAMAGES, INCLUDING WITHOUT LIMITATION, DAMAGES FOR LOST INCOME OR PROFITS.




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no WarrantY: CFA makes no representations or warranties of any kind, express or implied, regarding the Event, the number of persons who will attend the Event or the benefits that will accrue to a Sponsor and/or Exhibitor from its sponsorship and/or booth. Details of the Event are subject to change, and a Sponsor and/or Exhibitor will be notified in advance of any change directly affecting the Sponsor and/or Exhibitor.

general release and indeMniFiCation: As a condition of its participation in the Event, each Sponsor and/or Exhibitor releases, and agrees to indemnify and hold harmless, CFA and its officers, directors, members and agents, including its event management firm from any and all loss, damage, claim or expense (including reasonable attorneys’ fees) that arise out of or relate to the Sponsor’s and/or Exhibitor’s participation in the Event, other than claims relating to material breach by CFA of its obligations under the Sponsorship and/or Exhibitor Agreement.

Consent: Each Sponsor and/or Exhibitor acknowledges that the Event and Sponsor and/or Exhibitor representatives participating in the Event may be photographed, and that proceedings of the Event, including proceedings in which Sponsor and/or Exhibitor representatives participate, may be recorded. Each Sponsor and/or Exhibitor authorizes CFA to display, distribute, redistribute, record, transcribe, modify, reproduce, publicly perform, and transmit in any form (and for any purpose) any such photograph or recording of the Event, and agrees to execute any additional release presented by CFA in con-nection with such activity or to give effect to this provision.

goVerning laW and JUrisdiCtion: Sponsorship and/or Exhibitor Agreements will be governed by, construed and enforced in accordance with the internal laws of the State of New York, without regard to conflict of law provisions. All claims or disputes arising from or in connection with a Sponsorship and/or Exhibitor Agreement, or as a result of the relationship created by it, will be adjudicated only by the state or federal courts sitting in New York, NY.

no assignMent or sUbletting: The rights of a Sponsor and/or Exhibitor are not assignable to any other firm or persons whatsoever. No Exhibitor may assign, sublet or apportion the whole or any part of the space allotted to him nor exhibits therein any other goods than those manufactured or sold in the regular course of business by the Exhibitor. Identification badges are not transferable.

exhibit disPlaYs: Exhibitors may not attach any item to any stationary wall, floor, window, columns, furniture or ceiling with screws, nails, staples, tape or any other substance. Nothing can be posted, nailed, screwed or otherwise attached to columns, floors, furniture or other areas of the exhibit hall. Only professional printed signs will be allowed for display. Should you need assistance, there will be hotel staff members on site.

eleCtriCal inForMation: Electrical fixtures must be wired by union shop and conform to the applicable electrical code requirements. General illu-mination is provided. Additional lighting and power must be arranged for at the exhibitor’s expense, through GES. Forms will be provided in exhibitor kit.

soUnd: Sound devices must be operated at a level that does not permit sound to travel beyond an exhibitor’s assigned booth.

shiPPing instrUCtions: Exhibitors may send their materials in advance according to the shipping instructions as listed in GES’ exhibitor kit and are responsible for all shipping charges.

insUranCe: CFA is not liable for injuries to any person or for damages to or loss of property owned or controlled by Exhibitors to which claims for dam-ages or injuries may be incident to or arising from, or to be in any way connected with, the Exhibitor’s occupancy of the exhibit space or participation in the Exposition. The Exhibitor should contact his insurance broker or carrier to arrange for available insurance coverage. CFA and The JW MARRIOTT LOS ANGELES AT L.A. LIVE. shall not be responsible for the conduct of contractors or their employees and assumes no responsibility for failure to per-form by contractors, their charges or any other matter relating to contractors or exhibit facility. The Exhibitors will defend, hold harmless, and indemnify The JW MARRIOTT LOS ANGELES AT L.A. LIVE. and CFA from and against all liability costs and expense, including reasonable attorney fees, resulting from claims of injury to persons or damages to property out of Exhibitor’s sole negligence.

seCUritY: Exhibitors should take all steps which they deem advisable, to protect displayed merchandise or equipment. CFA is not liable to any Exhibitor for the loss or damage of property. The Exhibit Facility is a public building. Exhibitors are advised to contact their insurance agents or carriers to arrange for appropriate available insurance coverage. At least two guards will be on duty at all times when the Exhibit Hall is not open. Exhibitors are cautioned to take valuable items, including laptop computers, to their rooms or otherwise ensure their safety when they are not in attendance at their Exhibit booths and to exercise caution during the Exhibit hours. During closed hours, an Exhibitor must present proper identification credentials to gain entry.

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