th 49annual

NOVEMBER 5 - 7, 2014 DISNEY CONTEMPORARY HOTEL ORLANDO, FL 2014 Sponsorship Program

Reach The Most Exclusive Audience of Senior-Level Tax Professionals in the Banking and Capital Market Industries

Presented by:

www.banktaxinstitute.com www.banktaxinstitute.com Sponsorship overview

Reach Tax Professionals from the 5 Reasons You Should Sponsor Nation’s Top Financial Institutions This Year’s Event Over the past 48 years, & Capital Markets Tax Institute (BTI) has been the nation’s leading event for tax professionals in the 1. Meet with Decision Makers banking and finance industry. Each year, over 300 senior-level tax You’ll meet face-to-face with senior-level tax professionals with decision- professionals from the nation’s top financial institutions attend to making ability and purchasing power. learn from top industry speakers, network with their peers, and meet 2. Build Your Client Base with leading solutions providers. Sponsors are provided access to a pre- and post-conference list of Don’t miss this opportunity to effectively position your suite of attendees – ideal for arranging appointments ahead of time and post- services and products to a highly exclusive audience of decision conference follow-up. makers in a captive environment. 3. Increase Your Visibility Each sponsorship and exhibit package is designed to provide optimal visibility through several mediums from the time you sign up through Capital Market Institutions post-event. As traditional investment have evolved to take on more 4. Networking Opportunities commercial and retail banking functions, Bank Tax Institute has BTI offers several networking opportunities, including a cocktail reception, included sessions addressing the new tax implications and needs of refreshment breaks, and a networking lunch for attendees and sponsors. these unique institutions and tax professionals. 5. Gain Industry Knowledge You will hear the latest issues facing the industry today with your complimentary full-conference passes. Who Attends BTI? Tax Directors, Assistant Vice Presidents, Comptrollers Vice Presidents, and Senior Vice Presidents Treasurers in Financial Institutions Controllers Tax Officers and Tax Specialists Tax Counsel Partners, Senior Managers, Chief Financial Managers of Tax Administration Officers, Consultants and Tax Advisors Tax Research & Planning Managers

Allied Irish Banks CoBank GMAC Stock Yards Bank & Trust Co. American Bankers Association Commerce Bancshares Great Western Bank SunTrust Arvest Bank Group Discover Financial Services TCF Financial Corporation Astoria Federal E*Trade Financial JPMorgan Chase TD Bank Bank of America East West Bank KeyBank TowneBank Bank of Hawaii Emigrant Bank Key Corp U.S. Bancorp Bank of New York Mellon EverBank Lake City Bank U.S. Bank NA Bank of the West Fannie Mae LendingTree, LLC UMB BankUnited Farmers and Merchants Bank Lincoln Savings Umpqua Bank Barclays Capitol FDIC MB Financial Bank, N.A. Union Savings Bank BMO Harris Bank NBT Bancorp Inc. USAA BNP Paribas First Citizens Bank New York Community Bank BOK Financial First Financial Bank, N.A. NYCB Boston Private Financial First Niagara Bank Old National WesBanco Bank, Inc. Holdings, Inc. First United Bank PNC Financial Services West Bank Capital One Bank Flagstar Bank Premier Bank West Suburban Bank Chevy Freddie Mac Provident Bank Washington Trust City National Bank GC Financial Rabobank Wilmington Trust Citizens Bank and Trust Genworth Financial Sovereign Bank Zions Bancorp Citigroup Glacier Bank Corp Sterling Savings Bank

2 November 5-7, 2014 | Disney Contemporary Hotel | Orlando, FL www.banktaxinstitute.com Sponsorship overview

sponsorship levels PLATINUM GOLD SILVER EXHIBITOR High profile, face-to-face exposure to a highly qualified audience of bank & capital market tax professionals

Recognition on all advanced promotional efforts and conference materials, including print, online, email, and direct mail publicity

Prominent display of your company’s logo on onsite signage

Complimentary table top space

Use of the pre-conference and post-conference attendee lists

Custom email for you to promote your participation in the event to clients and prospects offering them a discount to attend on your behalf

Complimentary staff passes

Discounted guest/client registrations

Conference bag insert —

Full page, 4-color ad in program — —

Full page, black and white ad in program — — —

Participate in one session — —

Introduction of one Keynote/General Session — —

Verbal recognition and acknowledgement during the event opening — expressing appreciation of your sponsorship

Opportunity to sponsor one of the following: Welcome Cocktail Reception Luncheon — — — Branding on Tote Bag Registration and Event Welcome Sponsor

Membership on the BTI Advisory Board — — —

Opportunity to sponsor one of the following: Conference Portfolio — — — Thumb Drive Presentations Networking Breakfast (Day 1 or Day 2)

Opportunity to sponsor one of the following: Day 1 Morning Networking Refreshment Break — — — Day 1 Afternoon Networking Refreshment Break Day 2 Morning Networking Refreshment Break

Investment: $21,000 $15,500 $10,500 $6,500

3 November 5-7, 2014 | Disney Contemporary Hotel | Orlando, FL www.banktaxinstitute.com Sponsorship LEVELS platinum sponsor GOLD sponsor SOLD OUT 2 available Exclusivity Exclusivity Your company would be one of two Platinum Sponsors your company would be one of four Gold Sponsors Receive one membership on the BTI Advisory Board your company will have the opportunity to work with the BTI Your company will have the opportunity to work with the BTI content development team to participate in appropriate (1) content development team to participate in appropriate session session content (1) content Marketing/Promotion Introduction of one Keynote/General session Prominent recognition as a Gold Sponsor on all advanced Marketing/Promotion promotional efforts including:

Prominent recognition as a Platinum Sponsor on all advanced — Email (7,500+ opt-in email recipients) promotional efforts including: — Direct Mail (35,000 conference brochure recipients)(3) — Email (7,500+ opt-in email recipients) — Online (www.banktaxinstitute.com) — Direct Mail (35,000 conference brochure recipients)(3) — Print Advertising

— Online (www.banktaxinstitute.com) On-Site Promotion and Engagement — Print Advertising Recognition as the exclusive sponsor for ONE of the following On-Site Promotion and Engagement options (available on first come, first served basis):(2) Recognition as the exclusive sponsor for ONE of the following — Day 1 Networking Breakfast Sponsor (includes food and beverage) options (available on first come, first served basis):(2) — Day 2 Networking Breakfast Sponsor (includes food and beverage) — Welcome Cocktail Reception (includes food and beverage) — Conference Portfolio — Luncheon Sponsor (includes food and beverage) — USB flash drive containing all the conference presentations — Registration and Event Welcome Sponsor. Includes branding on event One tabletop exhibit space name badges, attendee welcome emails, and registration desk Prominent display of your company as a Gold Sponsor on all — Branding on event tote bag event signage One tabletop exhibit space Regular verbal acknowledgement during the event expressing Prominent display of your company as a Platinum Sponsor on all appreciation of your sponsorship event signage Advertising Benefits Regular verbal acknowledgement during the event expressing Logo and Gold Sponsorship recognition on all conference appreciation of your sponsorship materials(3) Advertising Benefits Insertion of one piece of literature or promotional item into (1) Logo and Platinum Sponsorship recognition on all conference conference bags materials(3) Full-page, four color ad in the on-site conference program Insertion of one piece of literature or promotional item into Attendee Passes conference bags(1) Four complimentary full and transferable registrations for your company’s Distribution of one promotional piece in the Keynote/General professionals (does not includes faculty). Additional passes are available at a sessions you chose to introduce discounted rate $200 off Bank Tax or Bank Tax/workshop combination and Full-page, four color ad in the on-site conference program $100 off workshop-only pricing (premium placement)(2) Custom email for you to promote your participation in the event to clients Attendee Passes and prospects by offering them a discount to attend as your guest Five complimentary full and transferable registrations for your company’s professionals (does not includes faculty). Additional passes are available at a discounted rate $200 off Bank Tax or Bank Tax/workshop combination and $100 off workshop-only pricing Custom email for you to promote your participation in the event to clients and prospects by offering them a discount to attend as your guest

Platinum Sponsor Fee: $21,000 NET GOLD Sponsor Fee: $15,500 NET

4 November 5-7, 2014 | Disney Contemporary Hotel | Orlando, FL www.banktaxinstitute.com Sponsorship LEVELS

SILVER sponsor EXHIBIT sponsor

Marketing/Promotion Includes Prominent recognition as a SIlver Sponsor on all advanced One tabletop exhibit space promotional efforts including: Two complimentary full and transferable registrations for — Email (7,500+ opt-in email recipients) your company’s professionals (does not include faculty). Additional passes are available at a discounted rate of $200 — Direct Mail (35,000 conference brochure recipients)(3) off Bank Tax or Bank Tax/workshop combination and $100 — Online (www.banktaxinstitute.com) off workshop-only pricing — Print Advertising Custom email for you to promote your participation in the event to clients and prospects by offering them a discount to attend On-Site Promotion and Engagement as your guest One tabletop exhibit space All basic pre-conference, on-site and post conference benefits Prominent display of your company as a Silver Sponsor on all listed on page two (attendee lists and bag inserts not included) event signage Listing in exhibitor section of on-site conference program Regular verbal acknowledgement during the event expressing appreciation of your sponsorship Recognition as the exclusive sponsor for one of the following EXHIBIT Sponsor Fee: $6,500 NET options (available on first come, first served basis):(2) — Day 1 Morning Networking Refreshment Break (includes food and beverage) — Day 1 Afternoon Networking Refreshment Break (includes food and beverage) — Day 2 Morning Networking Refreshment Break (includes food and beverage) Advertising Benefits Logo and Silver Sponsorship recognition on all conference materials Full-page, black and white ad in the on-site conference program Attendee Passes Three complimentary full and transferable registrations for your company’s professionals (does not includes faculty). Additional passes are available at a discounted rate $200 off Bank Tax or Bank Tax/workshop combination DISCLAIMERS and $100 off workshop-only pricing (1) All content and promotional items must be approved by Bank & Capital Market Custom email for you to promote your participation in the event to clients Tax Institute. Bank & Capital Market Tax Institute reserves the final editorial and prospects by offering them a discount to attend as your guest decision making in all content related materials, speakers and distributions. All such opportunities are subject to availability. (2) Items, placements and table spaces are allotted on a first-come, first-serve basis. SILVER Sponsor Fee: $10,500 NET (3) Logo will only appear if sponsorship is contracted before June 7, 2013.

Mike Walker West Coast Business Director Bank & Capital Market Tax Institute 925-648-3101 | [email protected] Ezra Steinberg Program Development Manager Bank & Capital Market Tax Institute 646-746-8868 | [email protected]

5 November 5-7, 2014 | Disney Contemporary Hotel | Orlando, FL th 49annual

NOVEMBER 5 - 7, 2014 DISNEY CONTEMPORARY HOTEL ORLANDO, FL

Presented by:

www.banktaxinstitute.com