Sponsor Commitment Form

Yes, we will sponsor a meeting in 2015-2016! Our preferred meeting is (pick two)

Meeting Dates / Sponsorships available on a first responsebasis:
e-mail , or fax 480-289-5765 / 1st Choice / 2nd Choice
Oct 5, 2015
5:00pm Cocktails
6:30pm Presentation / Barry Flagg: Veralytic, Inc.
Trust Owned Life Insurance: Fulfilling Fiduciary Duties / Not Available
Nov 2, 2015
5:00pm Cocktails
6:30pm Presentation / Christopher (Chris) J. Byrne: Christopher J. Byrne, PLLC
Crossborder Tax Issues: The Things Every Estate Planner Should Know / Not Available
Dec 7, 2015
5:00 pm / “Holiday Event”– located at Scottsdale’s Museum of the West / Not Available
Jan 4, 2016
5:00pm Cocktails
6:30pm Presentation / Thomas J. Connelly: Versant Capital Management
Economic Outlook / $2750*
Feb1, 2016
½ Day Program
10:00am – 12:00pm / 1st Half - Jeff Pennell: Emory School of Law
Estate Planner’s Update / $3500*
Feb 1, 2016
½ Day Program
12:30pm – 2:45pm / 2nd Half - Jeff Pennell: Emory School of Law
Estate Planner’s Update / $3500*
Mar 7, 2016
5:00pm Cocktails
6:30pm Presentation / Jay Adkisson: Riser Adkisson, LLP
What Every Estate Planner Should Know: The Asset Protection Consequences of Common Estate Planning Techniques / Not Available
Apr 25, 2016
TBD / Annual Spring Event – To Be Determined / Not Available
Apr 25, 2016
TBD / Annual Spring Fling Banquet – To Be Determined / Not Available
May 2, 2016
5:00pm Cocktails
6:30pm Presentation / Stephen (Steve) R. Akers: Bessemer Trust
Postmortem Planning / $2750*
2015-16 Season / Master Website Sponsor:A full year of front page visibility! / Not Available
2015-16 Season / Emerging Professionals’ Group Scholarship / Not Available

*Returning sponsors from the prior year receive a discount of $250 off the sponsorship fee except for the Master WebsiteSponsorship and the Emerging Professionals’ Group Scholarship.

Sponsorship of any general meeting or special event provides multiple visibility options for your firm and your logo for the event, including event flyers, meeting announcements, limited podium remarks about your firm, and/or scripted involvement in the event production. Sponsorship does not generally includefree guest attendance or other items aside from specifically described visibility options on this form, page 2.

Sponsor Commitment Form (p2)

  • This sponsorship commitment form is your key to renewing your sponsorship.
  • Complete both pages, and return by either fax or e-mail. It will be date and time stamped.
  • We honor all preferences as best as we can, settle by date and time stamp received for competing requests.
  • All prior season sponsors receive the first opportunity to renew their sponsorship for the upcoming season.
  • Beginning August 24th, any open sponsorship positions will be advertised to all CAEPC members.

Thank you for your support of our Council!

  1. Our firm’s name for sponsorship recognition is (the name below will be used on all published materials):
  1. Our firm’s contact/meeting representative is:

Contact’s phone number:

Contact’s e-mail address:

  1. SponsorshipCommitment Signed by: (contact’s signature and title/authority to contract)

SignatureTitle

  1. Our expected sponsorship fee for our meeting choice is: $
  1. Please include a weblink posting on the CAEPC website for our organization. Our website address is:
  1. Payment Information (payment is due, once confirmed, at latest, 30 days prior to the event you are sponsoring):
  • Our check is enclosed.
  • We have paid with a credit card through the CAEPC website
  • Please invoice us.
  1. I acknowledge by signing this sponsorship form that CAEPC is authorized to publish our logo in all materials relating to our sponsorship of CAEPC and its events, as is determined by the CAEPC board and sponsorship committee. Questions may be directed to the sponsorship chair through
  1. Attached, via e-mail, is our press quality logo (format preferred .tif or .jpg, 300 dpi or higher quality, file size not to exceed 1MB)
  1. Anticipated visibility includes: annual membership roster, monthly membership meeting sponsor recognition powerpoint rotating slideshow, event specific meeting announcements and flyers, podium or program visibility as described in advance by the sponsorship chair, head table seating as available at program events, sponsorship appreciation on our website, and other options as the sponsorship committee may specifically determine and communicate in advance.

Note: As of July 2015, this is our planned program for the season.

Please realize that all speakers/topics listed above are potentially subject to change

(illness, family obligations, last minute court dates or scheduling conflicts may arise) and scheduling issues may impact scheduled dates.

Central Arizona Estate Planning Council

7949 E. Acoma Drive, Suite 207, Scottsdale, Arizona 85260

Phone: 480-289-5761 | Fax: 480-289-5765 | E-mail: