ABA Service Membership A Closer Connection to Your Customers SAVINGS ROI GROWTH REVENUE STREAMS INFORMATION ROI ACCESS SAVINGS ACCESS INFORMATION GROWTH BROADENING CUSTOMER BASE REVENUE STREAMS aba.com 1-800-BAnkers
The ABA Service Membership Advantage Your business serves the financial services industry. So do we. For more than two decades, ABA s Service Membership program has supported productive interaction between ABA member banks and cutting-edge industry suppliers like you. Current Service Members tell us that ABA conferences, schools and seminars are ideal places to network and make connections. As a Service Member, your company also will have direct access to information on the issues and developments that matter most to ABA members and the financial services industry an invaluable resource. Truly Targeted Opportunities ABA offers membership in 15 core banking areas, each targeting a strategic segment of today s industry marketplace. This niche approach a unique benefit of ABA s Service Membership enhances and allows you to customize your benefits. Each segment corresponds with the way banking operates today: Accounting/Audit/Tax Agricultural Banking Bank Director Business Banking/Commercial Compliance Fraud/Security/Risk Human Resources Insurance Legal Counsel Mergers & Acquisitions Marketing/Sales Mortgage Retail Banking/Payments Technology Trust/Wealth Management Don t miss this chance to join forces with your colleagues in the banking industry. Invest in your company s future become an ABA Service Member today! Discounts for joining multiple segments make Service Membership affordable for even the tightest budget. You decide. ABA Service Membership lets you participate in the way that works best for your business! More Information: Krista Donlon, Vice President Business Development & Industry Provider Relations Phone: 202-663-5127 E-mail: kdonlon@aba.com Ebony M. Johnson, Senior Manager Industry Provider Relations Phone: 202-663-5227 E-mail: ejohnson@aba.com
FEATURES Platinum $4,395 Gold $2,995 Silver $1,395 Access Online Service Membership Directory Preference on Booth Location over Nonmembers Financial Institutions Directory Listing Access to Targeted Mailing Lists (2/yr) (1/yr) Savings Discount on Booth Rates Member Discounted Rate on ABA Products, Services, Event Registrations Discounts on ABA Publication Ads Discounts on ABA Training Products 15% Discount on Advertisements in the ABA Banking Journal Exposure Listing in Targeted Product/Service Categories (choose 5) (choose 3) (choose 1) Banner Ad on ABA Web Site If Exhibiting, a Hyperlink to Your Company Profile in the Online Service Member Directory Submit Speaking Proposals for Conferences and Telephone Briefings Post White Papers, Research Reports and Discounted Products or Services on aba.com Extended Company Profile in the Online Service Member Directory Information Complimentary subscriptions ABA Banking Journal and E-mail Bulletins Periodical subscriptions ABA Bank Compliance package, ABABankMarketing (choose 1) Service Membership Monthly Newsletter Directory of State Bankers Associations
Service Membership Application Company Name Primary Contact Name Title Street Address (No P.O. Boxes) City State Zip Telephone Toll-free Fax E-mail Web site DUES STRUCTURE The annual dues for ABA Service Membership are renewable on the anniversary of the date you join. Please choose from the following: Platinum $4,395 Gold $2,995 Silver $1,395 INDUSTRY SEGMENTS Please select your Core Business Line. Platinum members choose 5 of the following, Gold choose 3, Silver choose 1: Accounting/Audit/Tax Agricultural Banking Bank Directors Business Banking/Commercial Compliance Fraud/Security Mortgage Human Resources Insurance Marketing/Sales Retail Banking/Payments Technology Trust/Wealth Management Please select your industry-focused subscription. Platinum and Gold members receive both. Silver choose 1: ABA Bank Compliance ABABankMarketing.com CONTACTS Please provide the following contacts: Primary Contact Name (receives all communications, dues renewal, etc.): E-mail Subscription Contact Name (receives all publication subscriptions): E-mail LOGO PLACEMENT We will position your corporate logo in both the online and print Service Membership directories. Please e-mail a 72-dpi GIF to servicemembership@aba.com. DIRECTORY LISTING For your free Directory profile, in 150 words or less, please describe your company and the kinds of products and services offered to the banking industry. Please attach a separate sheet with this form or e-mail to servicemembership@aba.com. PAYMENT INFORMATION (The ABA Federal Tax ID Number is 52-1001304) Enclosed is my check, payable to the American Bankers Association in the amount of $ I wish to charge my membership fee, in the amount of $, to the following: VISA AMERICAN EXPRESS MASTERCARD OPTIMA DISCOVER DINERS Card number Name on card Exp. date Signature BANK REFERENCE (Required for all applications) For our records, please provide the name of a banker within senior management of a bank you have worked with who can confirm that you have had a successful business relationship with the bank. Name Title Bank City State Zip Please return this application to: American Bankers Association, P.O. Box 79064, Baltimore, MD 21279-0064 Or fax this completed form to: 202-663-7543 For questions or additional information, call or e-mail the Service Membership Department at: 202-663-5127 or servicemembership@aba.com
Eligibility Requirements/Procedures 1. If your organization provides products and/or services that enable American Bankers Association (ABA) member banks to carry out their mission, then you may be eligible for Service Membership in ABA. 2. Credit unions, financial services trade associations (other than those eligible according to Article II (C) of the ABA Bylaws) and the subsidiaries or affiliates of each are not eligible for membership in ABA. 3. Any organization not allowed to exhibit at ABA, Bankers Association for Finance and Trade, ABIA, ABASA or other ABA-affiliated entity conference cannot become a Service Member. ABA, at its option, may deny Service Membership to any company involved in litigation with ABA or ABA affiliates, whose company is the subject of a law enforcement or regulatory action, or whose ethical, competitive, or corporate governance practices are deemed inappropriate for membership by ABA at ABA s sole discretion or to any company that has failed to comply with the terms stipulated in any ABA or ABA affiliate agreements including conference and other mailing list agreements or any other agreement with ABA or whose conduct has violated the standards and eligibility requirements of Service Membership. If an entity is eligible for ABA bank membership and is not an ABA bank member, then all subsidiaries of that organization are ineligible for ABA Service Membership. 4. If you are eligible, your completed application for Service Membership, including payment, must be submitted to the ABA comptroller, who will forward the membership information to the ABA Service Membership Manager. 5. The manager of ABA s Service Membership program may submit your application to the ABA Board of Directors or its designee for approval. ABA reserves the right to grant or deny Service Membership to any company, at its discretion. 6. After your application is approved by ABA, you will receive a Welcome Letter and other materials from the Service Membership Manager. 7. When and where appropriate, at ABA s discretion and choice, ABA will identify and recognize your company as a Service Member of the American Bankers Association. 8. You may not use the ABA trade name, logo, trademark, service mark or copyright on your order forms, bills or invoices, or use it to promote your products or services. Nor may you claim or infer that Service Membership implies ABA endorsement of your products or services in any materials, speeches, Web sites, press releases or other media. Use of the ABA name and logo is governed by separate agreement and process and requires the payment of significant additional monies for the privilege. Failure to abide by this requirement may be the basis of immediate termination of Service Membership without refund or abatement and enforcement by ABA of its trademark and other rights. 9. In existing and future contracts between ABA/the Corporation for American Banking and a Service Member, the prohibition above against product or service endorsement may be waived by the agreement between the parties. 10. Additional guidelines concerning specific Service Member benefits will be sent to you once your application is approved. ABA reserves the right to cancel Service Membership and return a prorated refund of dues at any time. Notwithstanding the foregoing, if you materially breach this agreement, ABA reserves the right to terminate this agreement as well as pursue all other applicable legal and equitable remedies after giving you written notice, and ten (10) days from the date of receipt of the letter to cure all such breaches. In the event of any uncured material breach, your right to a refund is forfeited. 11. Please allow 6-8 weeks, from the time of submitting your completed application to ABA, to begin receiving your complimentary ABA subscriptions. Dues Policy 1. ABA Service Membership dues are annual and are renewable on your anniversary date. 2. When you become an ABA Service Member, your entire company joins, not individual divisions, sections or groups within your company. 3. Subsidiaries can take advantage of the cost-saving benefits of the parent company s ABA Service Membership (getting the member rate on ABA publications, conference, schools, etc.). But if the subsidiary wishes to be recognized as an ABA Service Member (at ABA exhibit shows, etc.), then the subsidiary must enroll separately as a Service Member. Contributions or gifts to the American Bankers Association are not deductible as charitable contributions for federal income tax purposes; however, dues payments are deductible by members as an ordinary and necessary business expense.