What is CLIC?

> Canada's first and only undergraduate conference that celebrates both accounting and
finance in industry.
> A conference to educate students in the CPA path towards accounting and finance in industry.
> An experience to connect top tier accounting and finance students with professionals in the
industry.
Where Your Organization Fits In
As a corporate partner of the Chartered for Leadership in Industry Conference, your
organization would be able to take part in a conference that will celebrate the new depth
competencies of the CPA pathway. Your involvement will allow your organization to promote
what makes your corporate finance or accounting department unique and why students should
consider your organization as a first pick to obtain the CPA designation with.
Award-Winning Initiative ----------------
The Chartered for Leadership in Industry Conference's kickoff event in March of 2013 was
awarded a Samsung Canada Youth Editor award, for the conference idea as a whole being one
of the Top 10 new university initiatives in the country.
Mission and Values
CLIC was founded in 2013 by like-minded students within the School of Accounting and
Finance who wanted to bridge the gap between the professional development for students
heading down the industry path and the benefits and opportunities for students presented by
the CPA merger in Ontario/Canada.
----------Mission ----------
Our Mission as the management team of the inaugural Chartered for Leadership in Industry
Conference is to provide our delegates with a background in the competencies of the CPA
designation and the CFO suite, and to provide students with an integrative learning platform
and an all-around professional, educational and social experience of a lifetime.
Vision
Our Vision as the inaugural management team of the first Chartered for Leadership in
Industry Conference is to create a foundation for a home-grown conference that will show off
our campus, city, culture, and ultimately, students to both senior undergraduate and MBA
students from across Canada. As the Conference grows, it will continue to instill
industry-focused values to Waterloo and external students that presents our delegates with the
skills, connections, and opportunities to pursue a career in accounting and corporate finance in
industry.
Objective ---------
our ultimate goal in creating the Chartered for Leadership in Industry Conference is to
provide an industry-focused conference to Waterloo and external students that presents our
delegates with the skills, connections, and opportunities to pursue a career in accounting and
corporate finance in industry.
Message from the Management Team
Our team would like to formally welcome your organization to the inaugural Chartered for
Leadership in Industry Conference. We are excited for what this new venture will bring to both
the students of the University of Waterloo and our external delegates from some of the local
universities participating in our inauguration of this event. That being said, we are even more
excited for the opportunity to partner with your firm in this innovate endeavour. You will find in
our sponsorship package that we want to bring the best value to your organization to match the
level of involvement and partnership that fits the mould of your firm.
We believe that with your partnership and help, we can offer a conference to our
delegates that will be as competitive in value to conferences that have been operating for
nearly a decade now. If you have any questions about the contents of this package or any other
inquiries with regards to partnership with the inaugural Chartered for Leadership in Industry
Conference, please do not hesitate to contact our Director of Corporate Relations, Brandon Lo.
On behalf of the UW CLIC Management team, I would encourage your organization to
jump on board and play a vital role in our first conference this September as a corporate partner.
With your support for the conference and our students, we believe that together we can create
a truly educational atmosphere for all involved.
Zacc Hogg Brandon Lo
Co-founder and Co-chair Director, Corporate Relations
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The CLIC into Industry Program
While there are general business, accounting, finance, and designation-related
conferences, there has never been one that spans all these areas. The University of Waterloo's
Chartered for Leadership Conference will mark the first conference that celebrates accounting
and finance in industry. Students will be able to "CUC into Industry" with an entirely new
conference brand and area of professional development.
Date and Timing
The inaugural Chartered for Leadership in Industry Conference will be hosted by the newly
renovated Kitchener-Waterloo Conference Centre in the heart of Downtown Kitchener and the
School of Accounting and Finance at the University of Waterloo on Friday, September 19th, to
Sunday, September 21t, 2014.
The Program at a glimpse
All in all, the conference will bridge an educational gap at the University of Waterloo's
School of Accounting and Finance. CUC will being professional development, networking, and
career related opportunities to accounting and finance students who have lacked the creative
outlet towards their desired industry path. With 4 keynotes, 12 industry specific workshops, and
1 integrative case competition, it will mark the first time that the important role of corporate
finance and accounting in industry comes to the forefront at the University of Waterloo.
Our Friday includes 8 different workshops that each of our corporate sponsors will present
twice to two different groups of students. This way, our students and your representatives will
be more engaged with one another in a smaller, more intimate setting, rather than a
lecture-based workshop to hundreds of students. Between your firms workshops, your
representatives will be able to relax and enjoy a tour of our new School of Accounting and
Finance building with senior leadership from the School, in addition to enjoying lunch on us!
Our Friday workshops are slated to focus on Accounting Policy, Tax & Transfer Pricing, Risk
Management & Hedging, and Capital Structure; we want to learn about what you do in your
corporate finance department!
The CLIC into Industry Program
Our corporate partners joining us on the Saturday will have the opportunity run their own
workshop for all of our students throughout the morning. This will give our Saturday partners
the opportunity to showcase more of their senior leadership as our Saturday moves into a focus
on the CFO Suite. On our Saturday we want to learn about what makes your department unique
and learn more about how your firm shapes the leadership of the CFO position. Our Saturday
workshops are slated to focus on the CFO in the Strategic Interface, the CFO in Investor
Relations, Entering the CFO Suite, and a CFO Day in the Life.
Throughout the CUC into Industry experience, students will have the opportunity to:
> become more well versed with the industry side of accounting and the CPA designation
explore additional career avenues, including the path to becoming a CFO
> network with established industry professionals from over 16 approved training offices
learn about the background of the CFO suite and inside to Financial Executives
International.
> develop integrative skills and a chance at $2,500 in our Integrative Case Competition
meet and foster relationships with other like-minded students from Waterloo and other
Ontario schools
> take part in our Championship Saturday featuring not only an integrative accounting and
finance case in our Rogers Case Competition but also our exclusive networking sessions
throughout the day
''As 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 (CUC).
CUC 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 CUC 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 CUC 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. '
om Scott, Director
School of Accounting and Finance
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Corporate Partnership: The Benefits
Networking
CLIC will be attracting some of the best and brightest accounting and finance students
looking to make an impact in the 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 in some fashion.
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 a
workshop in a given area of corporate finance or accounting and discuss what makes their
department unique, and shed light into how it feels to be a part of your firm. Workshops on our
Friday include topics of Tax & Transfer Pricing, Risk Management & Hedging, Capital Structure
and Accounting Policy. Workshops on our Saturday offer the ability to make your firm and your
people more the focal point, with sessians specific to the CFO Suite, with CFO in the Strategic
Interface, CFO Investor Relations, CFO Day in the Life, and CFO Entering the Suite workshops.
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 mark in the soft skill 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

Your sponsorship is an easy and affordable way for your business to receive exposure
throughout the conference, and promote your corporate values to a young professional
audience and support them in their development. Not only will your organization be exposed to
our conference's delegates, but also to the rest of our students through your promotional
materials and our social media shout-outs.
At no other conference of this magnitude will you have the opportunity to interact with
100 upper year senior undergraduate accounting and finance students. We believe that we
offer a program that puts your unique integration of accounting and finance in industry at the
forefront of a conference. This is unprecedented to date and why we believe our partners will
receive benefits they can get nowhere else.
represents a movement, adapting to the changes in the accounting professions and
leveraging it to maximize the value of and finance in an industry setting. Now is the
ideal time to join the movement and make a lasting impact on a conference that will spark
change and increase the value of accounting and finance in industry''
- [INSERT INDUSTRY ADVISOR HERE]
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Sponsorship Perks
Our Diamond sponsors 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
its corporate finance department and/or CFO. 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 firms also get to host 4 firm sponsored workshops on Saturday, which means your firm
will be able to interact with each and every one of our delegates over the course of the Saturday
morning prior to the case competition and at the networking activities later in the day. Corporate
representatives from our Diamond sponsor are also heavily involved in judging our case
competition and have the opportunity to attend our Saturday night Awards Gala, capping off our
Championship Saturday in style with your firm's representatives.
Our Platinum sponsors have the opportunity to partake in a full day of Saturday conference
activities. Platinum sponsors will have the opportunity to lead firm exclusive networking sessions
between case prep and case presenting time. Our Platinum sponsors will also have the
opportunity to present the awards for most engaged and best speakers at our Awards Gala, the
conclusion to Championship Saturday. Platinum firms also get to host 4 firm sponsored workshops
on our Saturday, which means your firm will be able to interact with each and every one of our
delegates over the course of the Saturday morning in lead up to the case competition and
networking 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 2 firm sponsored workshops on our Friday
afternoon, which means your firm will be able to interact with half of our delegates over the
course of the Friday workshops and even more during our networking session. That's access to
over 50 of the best accounting and finance students from across Ontario with the opportunity to
showcase what makes working for your firm's corporate finance or accounting department unique
by showcasing your firm's work in a very relevant area of the discipline. Gold sponsors also have
the opportunity to better connect with the School of Accounting and Finance by visiting and
touring the School of Accounting and Finance with senior leadership of the School while enjoying
lunch on us!
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Sponsorship Perks
Our Silver sponsors have the opportunity to come to Waterloo and enjoy and observe the
first Championship Saturday of our inaugural conference, promote their firm, and network with
our delegates. Silver sponsors will also have the opportunity to better connect with the School of
Accounting and Finance by visiting and touring the School of Accounting and Finance and other
notable parts of campus with senior leadership of the School. Networking on the second day of
our inaugural conference gives your firm the opportunity to network with our entire delegate
class of 100 upper year senior undergraduate accounting and finance students. Additionally, our
silver sponsors will also be involved in our Championship Saturday as Case Mentors. This will
provide your firm reps with guaranteed access to half our delegates, during 20 minute case
feedback sessions as the teams use their second case prep session to finalize their case analysis
and presentations.
Our Bronze sponsors have the opportunity to come to Waterloo and enjoy and observe the
first day of our inaugural conference, promote their firm, and network with our delegates. Bronze
sponsors will also have the opportunity to better connect with the School of Accounting and
Finance by visiting and touring the School of Accounting and Finance and other notable parts of
campus with senior leadership of the School. Networking on the first day of our inaugural
conference gives your firm the opportunity to network with our entire delegate class of 100 upper
year senior undergraduate accounting and finance students.
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Sponsorship Application Form
Should you wish to confirm sponsorship, please return this form to Chartered for
Leadership in Industry at brandon.lo@uwclic.com. We appreciate any level of involvement you
wish to have and 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 Phone
Fax Email
Level of Sponsorship
D Diamond D Platinum 0 Gold D Silver 0 Bronze
D Donor$
------
D 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
Date: Signed: ______________ _
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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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