Table of Contents

What is CLIC? . . . . . . . . . . . . . . . . . . . 1
Mission and Values . . . . . . . . . . . . . . . . . 2-3
Message from the Team.

. . 4

CLIC into Industry Program . . . . . . . . . . . S-6

Partnership Benefits . . . . . .

.....

. 7-8

Conference Itinerary . . . . . . . . .

. . 9

Sponsorship Levels . . . . . . . . . . . .

. . 1 0-12

Sponsorship Form . . . . . . . . . . . . . . . . . . 13

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What is CLIC?
> Canada's first and

only undergraduate conference to celebrate corporate financial

management.
> A venue to educate students about special issues in corporate financial management.
> An opportunity to showcase the Chartered Professional Accountant (CPA) designation and how
it can prepare young professionals for a career in corporate accounting and financial
management.
> An experience to connect exceptional accounting and finance students with corporate
executives.

Where Your Organization Fits In

As a corporate partner of the Chartered for Leadership in Industry Conference, your
organization will take part in a conference celebrating the new depth competencies of the CPA
pathway with the brightest students across Canada. Your involvement will allow your
organization to promote its corporate finance or accounting department and position your
company as a firm of choice for students seeking the CPA designation.

Award-Winning Initiative - - - - - - - - - - - - - - - At the kickoff event in March 2013, The Chartered for Leadership in Industry Conference
was awarded a Samsung Canada Youth Editor award for being one of the Top 10 new university
initiatives in the country!

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Mission and Values

CLIC was launched in 2014 by four collaborators: CPA Ontario, Financial Executives
International Canada, University of Waterloo School of Accounting and Finance, and
Accounting and Finance Students Association. These contributors recognized a need to bring
together students, educators, executives and the professional body to share information about
corporate financial management and identify opportunities for mutual benefit.

- - - - - - - - - - Mission - - - - - - - - - Our Mission for the Chartered for Leadership in Industry Conference (CLIC) is to show
university student delegates the linkages between the CPA competencies and opportunities for
aspiring financial managers in Canadian business. We want delegates to leave with an
understanding for how a CPA designation can translate into a career path leading toward
corporate executive management. But it doesn't stop there. Our goal is to have delegates feel a
sense of connection to the profession and to leave CLIC having initiated important professional
relationships with industry professionals and student colleagues from across Canada.

Vision
Our Vision is to create a foundation for an event that will become renowned across the
country as the

preeminent student-run

management and executive leadership.

conference

dedicated

to

corporate

financial

Mission and Values

Objectives - - - - - - - - To achieve our Mission, our objectives for CLIC 2015 are:

> Showcase the University of Waterloo campus and the City of Waterloo
> Drive awareness about the CPA credential and its potential in Canadian business
> Partner with the profession, academic supporters and industry to educate students
about important issues and trends in all areas of corporate accounting and financial
management.

> Provide an integrative learning platform for students to practice the skills necessary for
good career entry points in corporate financial management

> Deliver a venue for corporate sponsors to showcase their brand and promote
opportunities within their corporate financial management areas

> Create ways for relationship building and networking for all stakeholders
> Showcase students' potential to the industry
> Provide a valuable social experience for student delegates

Message from the Management Team

Our team would like to cordially invite your organization to the inaugural Chartered for
Leadership in Industry Conference (CLIC). The first edition of the Conference will bring together
students from the University of Waterloo and other universities across Canada with an interest
in corporate accounting and financial management, industry executives, HR teams, educators
and representatives from CPA Ontario. Our sponsorship package outlines the opportunities for
your firm to drive awareness for your campus initiatives by participating in the Conference at
the level of partnership that fits your firm best.
We believe that with your partnership, we can offer an inaugural CLIC experience that will
exceed the expectations of our stakeholder groups and secure our future as the student-run
conference of choice for aspiring financial managers and corporate executives. Should you have
any questions regarding the contents of this package or about partnership with the Chartered
for Leadership in Industry Conference, please do not hesitate to contact our Managing Director
of Corporate Relations, Sachin Manucha.
On behalf of the UW CLIC Management team, than.k you for considering this award
winning initiative. We encourage you to share this package with your colleagues in all areas of
the organization associated with corporate accounting and financial management. Our hope is
that you will join us in May 2015 as a Corporate Partner and contribute to the future of our
Conference, the success of our students, and the profession.

Zac Hogg

Sachin Man

Co-founder and Co-chair

Managing Director, Corporate Relations

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The CLIC into Industry Program

While there are student-run conferences with a focus on business management,
accounting, and finance, there has never been one that integrates all of these areas as they are
in practiced in Canadian business. The Chartered for Leadership in Industry Conference will
mark the first conference that celebrates the financial executive in business. Students that
aspire to positions of corporate financial leadership will be able to "CUC into Industry" and get
a head start with an entirely new conference and professional development experience that is
timed right for the recent changes in the professional landscape in this country.

Date and Timing

The inaugural Chartered for Leadership in Industry Conference will be hosted in the newly
renovated Crowne Plaza in the heart of Kitchener-Waterloo and by the School of Accounting
and Finance at the University of Waterloo and its students on Friday, May 22"d, to Sunday,

May 24th, 2015.

The Program at a glimpse

The Chartered for Leadership in Industry Conference (CUC) will show CPA-bound
university student delegates the linkages between the CPA competencies and opportunities for
aspiring financial managers in Canadian business. The aim of the program will be to inspire
students and provide them with the skills, connections and opportunities to launch their
careers. To carry out these objectives, CUC will feature 4 keynote speakers, 12 industry-specific
workshops, a number of networking scenarios, and 1 integrative case competition.
Friday includes 8 different workshops during which each of our corporate sponsors
will present twice to two different groups of students. The setting will allow for maximum
engagement between students and your company representatives. Friday workshops are slated
to focus on Financial Reporting, Tax & Transfer Pricing, Risk Management & Hedging, and
Internal Audit. We want to learn about what you do in your accounting and corporate finance
department!

The CLIC into Industry Program

Corporate partners joining us on the Saturday will have the opportunity to run their own
workshop for all of our students throughout the morning. This will give our Saturday partners
the opportunity to showcase their senior leadership as the focus for moves to a celebration of
the CFO and the functions the CFOs are responsible for overseeing! On Saturday we want to
learn about what makes your department unique and learn more about how the CFO position
drives your business. Saturday workshops are slated to focus on the CFO in the Strategic

Interface, the CFO in Investor Relations, the CFO entering the C-suite, the CFO in Business
Planning. Throughout the CLIC experience, students will have a multitude of opportunities:

> become versed in the linkages between the CPA competencies and the roles for financial
leaders with Canadian organizations

> explore the areas for career entry and long-term career avenues, including the path to
becoming a leader in corporate accounting and financial management, including a CFO.

> network with

industry professionals and gain insight into Financial Executives

International

> practice integrating accounting, finance and business management

with the chance to

earn $2,500 in our Integrative Case Competition

> foster relationships with like-minded student colleagues from the University of Waterloo
and other Ontario schools

('('cue will offer students an appreciation of how accounting and finance play a significant
role in an industry setting and how they are crucial to an organization's success. The program
will allow them to experience a day in the life of a CFO and inclusion of corporate participants
and integrative workshops will provide valuable insights, experiences and connections. This
conference will be a great learning opportunity for students and an experience that delegates
will never forget!' '

- D'Arcy Delamere, Lecturer

School of Accounting and Finance

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Corporate Partnership: The Benefits

Networking

cue will

be attracting some of the best and brightest accounting and finance students

looking to make an impact in industry. This will be a fantastic opportunity to interact with these
aspiring professionals and attract students who will be a great fit within your organizational
goals and values. All sponsoring firms will have the opportunity to network with all of our 100
upper year senior undergraduate delegates throughout the conference.

Workshops
Our corporate partners will be invaluable to our students' ability to learn more about a
path in corporate finance and accounting in industry. Corporate partners will be able to lead
workshops in a given area of corporate finance or accounting and discuss what makes their
department unique, and shed light into what it is like to be a part of your firm. Workshops on our
Friday include topics of Financial Reporting, Tax & Transfer Pricing, Risk Management &
Hedging, and Internal Audit. Workshops on our Saturday offer the ability to make your firm and

your people more the focal point, with sessions specific to CFO in the Strategic Interface, the
CFO in Investor Relations, the CFO entering the (-suite, and the CFO in Business Planning.

Case Competition - Championship Saturday - - - - - - - Our corporate partners on the Saturday will also be an integral part of our Championship
Saturday. With the opportunity to take part in sponsoring our Integrative Case Competition,
your firm has the opportunity to make a positive impact on the professional development of our
talented delegates. During our Championship Saturday, your firm will be able to further
develop relationships with students during firm exclusive networking sessions. With your
attendance at the Awards Gala, you will be able to relive the day with our delegates and present
the awards to our competition and challenge winners.

Corporate Partnership: The Benefits

Exposure ~~~~~~~~~~~~~~~~~~~~~

Your sponsorship is an easy and affordable way to receive quality exposure to an audience
of young, high potential conference attendees with aspirations for careers in financial
management. Sponsorship promotes your corporate brand while developing future financial
management leaders in accounting & finance. Not only will your organization be exposed to
our delegates, but you will also make a brand impression on a sizable proportion of business
students from across Canada through our extensive direct-to-student advertising campaign and
our social media platform.
We believe that CUC offers a program that positions corporate accounting and financial
management at the forefront of opportunities for aspiring CPA-bound professionals. At no
other conference of this magnitude is the unique opportunity to interact with 100 senior
undergraduate accounting and finance students available to Canadian businesses. This is why
we believe our partners will reap benefits they cannot receive anywhere else.

~s

('
Director of the School of Accounting and Finance (SAF) at the University of Waterloo, I
want to extend an invitation to join the movement and be a part of the Chartered for Leadership
in Industry Conference (CLIC).
CL/C will bring together Canada's best and brightest senior accounting and finance
students in a unique and unprecedented conference that will offer an unforgettable
undergraduate student experience. As well, this will be the first conference to celebrate
corporate accounting and finance, embracing the strengths of the incoming CPA merger.
The CL/C sponsorship package offers numerous opportunities for you and your company to
interact with some of the brightest young minds and promote your corporate brand. Your
support will make an important contribution to the formation of the next generation of
Canadian accounting and finance professionals and future leaders. It will provide CLIC with the
resources it needs to provide a unique and stimulating learning environment for its students and
realize its unique value proposition.
I wholeheartedly believe that you will be delighted with your involvement with the
Chartered for Leadership in Industry Conference and that your support will lead to strong
relationships and unique advantages for your company., '

Tom Scott, Director

School of Accounting and Finance

Conference Itinerary

SCHEDULE

ITINE AR

CLIC 201

TIME
9:00AM

ACTIVITY
Check-in

10:00 AM

Opening

12:15 PM

Foodtrucks of KW Lunch

1:00 PM

Workshop

1:50 PM

Workshop

2:40 PM

Networking Session and Coffee Break

4:40 PM

Workshop

5:30 PM

Workshop

6:30 PM

Dinner

7:30 PM

Case Competition Preparation

10: 15 to 10:30 PM Travel - Buses

11 :00 to 11 :30 PM Travel - Buses (On Rotation)

11 :45 PM

Friday Night Social

7:30AM

Breakfast

SATURDAY, MAY 23

8:00 to 8:20 AM Travel - Buses

8:20 AM

Platinum Case Competition Preparation

10:00 AM

Workshops

1:00 PM

Lunch

2:00 PM

Networking Session and Coffee Break

4:00 PM

Platinum Case Competition Presenting

6:00 PM

Platinum Case Competition Presenting; Finals

7:00 to 7 : 15 PM Travel - Buses

7:30 PM

Dinner

8:00 PM

Award Presentation

9:00 PM

Downtime
10:30 to 11 :00 PM Travel - Buses

10:30 PM

Saturday Night Social

1:00 AM

Hospitality Suite

8:00 AM

Breakfast

11 :00 AM

"Break into Tech" Talk; D2L and Thalmic Labs

12:00 PM

Checkout

SUNDAY, MAY 24

CLIC 2015

Sponsorship Levels
Our Diamond Sponsor have the opportunity to be the Presenting Sponsor of our Integrative
Case Competition. This includes having our case in the competition revolve around your firm
and/or its corporate finance department and CFO or a scenario of your choosing. Our Diamond
sponsor also has the honour of presenting the 1st Place Award for the case competition at our
Awards Gala on Saturday night. Diamond Sponsors will also host two firm-sponsored workshops
on Saturday. They will also interact with each and every one of our delegates on Saturday morning
prior to the case competition and at the networking activities later in the day. Corporate
representatives from our Diamond sponsor are also lead the judging panel for our case
competition and have the opportunity to attend our Saturday night Awards Gala, capping off our
Championship Saturday in style with high visibility amongst all conference stakeholders.

Our Platinum sponsors have the opportunity to participate in a full day of Saturday
conference activities. Platinum sponsors will have the opportunity to lead firm-exclusive
networking sessions. Our Platinum sponsors will also have the opportunity to present the awards
for Most Engaged and Best Speakers at our Awards Gala, which is the conclusion to Championship
Saturday. Platinum sponsors will also host two firm-sponsored workshops on Saturday. They will
also interact with each and every one of our delegates on Saturday morning and at the networking
activities later in the day. Corporate representatives from our Platinum sponsors also are involved
in judging our case competition and have the opportunity to attend our Saturday night Awards
Gala.

Our Gold sponsors have the unique opportunity to take part in the first day of our inaugural
conference. Gold sponsors have the opportunity to host two firm-sponsored workshops on Friday
afternoon. The firm will be able to interact with half of our delegates over the course of the Friday
workshops and even more during our two hour Friday Networking Session. That's access to over
50 of the best students from across Canada with an interest in corporate accounting and financial
management. The opportunity represents a chance to showcase what makes working at in your
firm's corporate finance or accounting department unique.

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CLIC INTO INOUSTRY

Sponsorship Levels
Our Bronze sponsors have the opportunity to make a positive impact on our inaugural event
by creating brand impressions with 100 CPA-bound upper year accounting and finance students
through our marketing platforms and/or by physical supplying promotional materials Our Bronze
sponsors have the opportunity to enjoy and observe the first day of our inaugural conference,
promote their firm, and network with our delegates at our two hour Friday Networking Session.

Sponsorship Levels
Sponsor Benefits

Diamona Platinum

Presenting Sponsor on
Championship Saturday

Yes, Feature
Firm in Case
Competition

Presentation at Awards
Gala

Yes, 1'1 Place

Case
Competition

Yes;
Miscellaneous
I Award

Representatives judging
Case Competition

4 Judges

2 Judges

Gola

Bronze

Firm-Sponsored
Workshops

(Saturday)

(Saturday)

(Friday)

Mock Interviews with

Delegates

Yes; 8
(Saturday)

Yes; 6
(Saturday)

Yes; 4
(Friday)

Negotiable

Negotiable

Negotiable

Delegate Handbook Ads

Full Page

Half Page

Quarter
Page

Small

Yes

Yes

Yes

Yes

8 (Saturday)

6 (Saturday)

Logo on Banner and

Website

Social Media Shout-outs

Representatives at
Networking with Booth &
Banner
Seats at Dinner

Distribute Promotional
Materials
Dates Attended

Negotiable

I Negotiable

8 (Saturday)

5 (Friday)
Negotiable

3 (Friday)
Negotiable

6 (Saturday)

5 (Friday)

Negotiable

Negotiable

Yes

Yes

Yes

Yes

May 23'd

May 23'd

May 22"d

May 22"d

Negotiable I

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Sponsorship Application Form

Should you wish to confirm sponsorship, please return this form to Chartered for
Leadership in Industry management team either to the representative you were speaking to
or send to sachin.manucha@uwclic.com . We appreciate any level of involvement you wish
to have are grateful for all our partners. Without you, we would not be able to host such a
great product and educational experience for our delegates.
Sponsor Contact Person (all correspondence will be forwarded to this person):
First Name

Surname

Position

Organization

Address

Province

Postal Code

Fax

Email

Phone

Level of Sponsorship

Diamond $3,000

D Bronze $300

D Platinum $2,000
D

0 Gold $1,000

Check this box for an invoice

Your signature below is taken as authorised acceptance of the sponsorship entitlements as

per the Sponsorship Proposal and acceptance of the terms and conditions. Full terms and
conditions can be found on the conference website: http://uwclic.com

Contact Us
For further inquiry, please contact us at info@uwclic.com. We are more than happy to
address your questions or comments.

Mailing Address
clo Chartered for Leadership in Industry Conference
School of Accounting and Finance, University of Waterloo
Hagey Hall, Room 3157

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