Know exactly what to expect before you arrive.

Yes. CMF is an adults-only professional event. All attendees, guests, speakers and Sponsor Personnel must be 21 or older. Children and minors are not permitted in the venue or at any conference activity. CMF may request proof of age and may deny entry without refund.

No. CMF is an executive leadership, practice management and business operations conference. It is not an accredited CME or CE provider and does not offer AMA PRA Category 1 Credits™, nursing CEUs or state licensing credits. No speaker, sponsor or exhibitor may state or imply that any session or activity grants CME or CE credit.

Treat every person with professionalism and respect, represent yourself and your organization accurately, follow instructions from CMF staff and venue personnel, and avoid language or humor that diminishes the dignity of any individual or group.

Prohibited:

• Harassment, discrimination, intimidation or threats
• Abusive, harassing, deceptive or egregiously unprofessional communication in any medium
• Session disruption, excessive intoxication or unlawful activity
• Unauthorized solicitation ("suitcasing") or promotion outside contracted sponsor space
• On-site sales, order-taking, payment collection or contract signing by anyone
• Unauthorized recording, AI recording bots or redistribution of session content
• Misuse of attendee information
• Sharing or lending badges
• Stating or implying CMF endorsement or CME / CE credit
• Clinical treatments or demonstrations involving physical contact with attendees

The Code applies at the venue, in all sessions and the exhibit area, at CMF-related gatherings, and in emails, texts, social media and off-site interactions that arise from CMF introductions, before, during or after the event.

CMF may issue warnings, remove individuals from sessions, revoke badges, expel individuals from the venue without refund, terminate sponsorship and ban individuals or organizations from future CMT events. CMF may act on conduct after the event when it arises from CMF introductions. CMF's decisions are final.

To report a concern, tell a CMF staff member on site or email editor@conciergemedicinetoday.org. In an emergency, call 911.

No. On-site sales, order-taking, payment collection and contract signing are prohibited for everyone. Sponsors may demonstrate products and schedule follow-up conversations for after the event. If anyone pressures you to buy at the event, please tell a CMF staff member.

Suitcasing is unauthorized solicitation or promotion outside contracted sponsor space. It is prohibited. Examples include:

• Approaching attendees to sell services
• Distributing marketing materials outside contracted sponsor areas
• Conducting sales meetings during conference sessions or breaks
• Hosting competing events targeting CMF attendees during official programming hours

No. Badges are issued to the registered individual and may not be shared or lent. Shared badges may be revoked without refund.

No. CMF does not perform background checks, financial audits, credit checks, regulatory verifications or operational vetting, and does not verify claims, certify products or endorse participating organizations.

• Sponsors: review is limited to fit with the CMF audience and format, a completed application, payment and proof of insurance.
• Speakers: selected for topic and educational fit. CMF does not verify speaker credentials, claims, products or services.

Any business arrangement between participants is strictly between those parties. CMF is not a party to it and does not mediate private commercial disputes.

Yes. CMF is a public professional event. CMT may photograph, record, livestream and use AI transcription and note-summarization tools in every area of the event, at all times, for educational, editorial, archival and promotional purposes. Participation constitutes consent to appear in event media.

No. CMF does not offer photo, video or audio opt-outs or designate no-recording areas. Participants who do not wish to be photographed or recorded should not attend.

Yes. CMT may use AI transcription and note-summarization tools (such as Granola, Otter or similar applications) during main stage presentations, breakout sessions and official proceedings for educational, archival, content synthesis, editorial and promotional purposes.

Not without prior written approval from CMF. Personal recording devices, AI recording bots, automated transcribers and redistribution of session content are prohibited. One exception for sponsors: AI note-taking is permitted within your assigned exhibit space, solely for internal notes with voluntary leads who consent, and in compliance with privacy laws.

In an open conference, CMF cannot control third-party smartphone photos, recordings, AI note-taking apps or social media posts. Everyone participates voluntarily and releases Concierge Medicine Today, LLC from claims arising from third-party audience recordings, photos or social media distribution.

Yes. Program content, speakers, session timing, rooms, venue layout, exhibit layout and format may change at CMF's discretion. CMF is not liable for delays or failure to perform due to causes beyond its reasonable control (force majeure), and is not responsible for travel, lodging or other related expenses. Refund and cancellation terms for your role are in your section below.

No. Food and beverages are provided by independent venue caterers and may contain milk, eggs, wheat, soy, peanuts, tree nuts, fish and shellfish. Ingredients may not be listed. CMF does not prepare or inspect food and does not guarantee allergen-free environments. Let catering staff know about dietary restrictions, or bring your own meal.

You are. CMF does not provide security for belongings and is not responsible for loss, theft or damage. CMF relies on third-party Wi-Fi, electrical, audiovisual, livestream and event app services, does not guarantee their availability and is not liable for technical failures.

• Venue: Forsyth Conference Center at Lanier Technical College, 3410 Ronald Reagan Blvd, Cumming, GA 30041. See Hotel and Travel and Directions.
• Parking: free. There is no shuttle to or from hotels or airports, so plan rideshare or rental car transportation early.
• Check-in: at the registration desk in the lobby, before entering sessions or the exhibit hall. Updates are posted in the CMF Event App.
• Dress code: professional casual. October near Atlanta is often warm and rain is common. Dress in layers and bring a small umbrella.

Georgia law. Before filing any claim, you agree to send written notice to editor@conciergemedicinetoday.org and allow 30 days for informal resolution. Any dispute must be brought exclusively in the state or federal courts serving Forsyth County, Georgia.

CMF is a professional educational leadership conference designed primarily for physicians, practice leaders, care teams and healthcare executives building, operating or evaluating membership and subscription-based healthcare models. It is for adults 21 and older. All attendees must register in advance.

No walk-in registration is available. By registering, paying, accepting a badge, entering the venue or participating, you agree to the General Admission Participation Agreement, the CMF Code of Conduct and posted conference policies and FAQs. The version published when you register governs.

Anyone who accompanies a registered attendee and enters the venue or participates in any conference activity is a participant bound by the Participation Agreement and must be 21 or older.

• 60+ days prior: refund minus a $75 administrative fee
• 30 to 59 days prior: 50% refund
• 29 days or fewer: no refund

All cancellation requests must be in writing to editor@conciergemedicinetoday.org. Schedule changes, speaker cancellations, format adjustments and dissatisfaction with programming do not qualify for refunds.

As an alternative to a refund, you may request in writing at the time of cancellation that your paid registration be applied to the following year's CMF. Credit is valid for one year, has no cash value, is non-transferable and may be used once. Any price difference is due at that time. This option is offered at CMF's discretion. No-shows are not eligible.

One transfer per registration is permitted to another individual within the same organization if requested in writing at least 7 days prior, the substitute agrees to the Participation Agreement, and all balances are paid.

No-shows forfeit all fees and are not eligible for a refund, transfer or rollover credit.

Please contact CMF first. Initiating a credit card chargeback without contacting CMF first is a material breach of the Participation Agreement.

If CMF cancels the conference entirely for reasons other than force majeure, liability is limited to a refund of registration fees actually paid for that event. CMF is not responsible for travel, lodging or other related expenses.

After they check in at the event, confirmed sponsors and exhibitors receive an attendee list with your name, prefix or credentials, title, organization, city and state.

• Your email is included only if you opt in at registration. You may withdraw that opt-in before the list is distributed by emailing editor@conciergemedicinetoday.org.
• CMF never shares phone numbers, street addresses or payment information with sponsors, and does not sell attendee lists.
• Sponsors may email you no more than twice, may not text or call you, may not load you into a CRM or bulk email platform, and must delete the list by November 16, 2027.

Please report misuse to editor@conciergemedicinetoday.org.

Only if you opt in. Opting in is not a condition of registration. Messages may cover event registration, schedule changes, reminders and occasional CMT updates. Reply STOP anytime. CMT does not sell or share mobile numbers or SMS opt-in consent with sponsors or other third parties. See Privacy.

Any business dealings, software purchases, service agreements or financial transactions you enter into with a sponsor, exhibitor or speaker are strictly between you and that party. CMF does not vet, endorse or guarantee their products, services or claims, and does not intervene in or mediate private commercial disputes. Please do your own due diligence before signing any agreement.

Email editor@conciergemedicinetoday.org, ideally by October 1, 2027. CMF will work with the venue to provide reasonable accommodations.

Call 911 and alert CMF staff. You attend at your own risk, and CMF does not provide medical supervision. By attending, you authorize CMF to contact emergency medical services if necessary, at your sole expense.

No. Attendance does not create any professional, advisory or physician-patient relationship with CMF or Concierge Medicine Today, LLC. Sessions are educational only and are not medical, legal, tax, financial or accounting advice.

Through invitation or the Call for Proposals, based on topic, fit with the CMF audience and educational value. Selection is not an evaluation of credentials, licensure, claims, products, services, finances or business practices. CMF may consider prior conduct or feedback when extending future invitations and may withdraw an invitation at any time. Submit a proposal.

No. Speaking at CMF is voluntary and unpaid. CMF does not provide honoraria, travel or lodging. No one is paid to be on the CMF stage, and no one pays to be on it outside clearly disclosed sponsor sessions. Sponsors are responsible for all costs of sponsor-provided speakers.

• Two All-Access Passes: you plus one guest (21 or older). Email guest names by October 1, 2027.
• Pre-conference workshop (Thursday): complimentary access to Membership Medicine 101 or "All We've Learned About Marketing." Check-in opens 8:30 AM ET; box lunch included.
• Meals: Thursday box lunch, Friday hot buffet lunch, Saturday continental breakfast, snacks daily.
• Evenings: no cocktail reception or organized evening events. Evening activities are on your own.

No. Sessions must stay educational and non-commercial. Sales pitches, product promotion, pricing displays, rate sheets, solicitation and order-taking are prohibited, and CMF may interrupt or end a session that becomes promotional. Speakers may not sell, take orders, collect payment or sign contracts anywhere at CMF. You may share your contact information and follow up afterward; any business with an attendee is solely between you and that attendee.

You may say you are a speaker at CMF 2027. You may not describe yourself, your organization, products or services as vetted, approved, certified, recommended or endorsed by CMF or CMT, or state or imply that your session grants CME or CE credit.

Yes. Disclose any current relevant financial relationship with companies you will discuss or that sponsor or exhibit at CMF (employment, ownership, consulting, board service, speaking fees, royalties, research funding, affiliate or referral compensation):

• In writing to editor@conciergemedicinetoday.org by October 1, 2027, and promptly if anything changes
• On an opening slide or verbally at the start of your session (or state that you have none)

Sponsor-provided speakers must also display a disclosure slide, state the relationship verbally, and may be identified as sponsor-provided in the program and Event App.

• October 1, 2027 (9:00 AM ET): last day for session title changes before the program goes to print. The Event App can be updated after.
• October 1, 2027: slides due (Windows/PowerPoint, 1024x768, no video clips or MP4 links), conflict disclosures and guest names.
• Day of: arrive at least 30 minutes early, check in with the A/V team near the Main Stage, and bring two USB drives with your final deck.
• Length: most sessions run 30 minutes; timing may be adjusted.

You grant CMT a perpetual, worldwide, royalty-free license to record, photograph, livestream, transcribe (including with AI tools), edit, publish and archive your name, likeness, voice, biography, presentation and statements. You keep ownership of your original presentation content and must have rights to all images, data and materials you use. Your name, credentials, title, organization, city and state appear on the attendee list given to sponsors; your email only if you opt in.

No, by design. The best preparation is being in the room: arrive early, check in with A/V, then meet attendees in the hallway and the back row.

Complete the CMF sponsorship application at conciergemedicinetoday.net/sponsors. Submission does not guarantee acceptance, and prior participation creates no right to renewal. CMF has sole discretion to accept or decline any application. Participation is confirmed only after written confirmation and receipt of payment.

No to both. CMF's review is limited to fit with the CMF audience and format, a completed application, acceptance of the Sponsorship Agreement, payment and a compliant COI. It is not an evaluation of your products, services, claims, licensure, finances or business practices. CMF may consider prior conduct, complaints or attendee feedback for future applications. You may describe yourself as a sponsor or exhibitor of CMF 2027, but not as vetted, approved, certified, recommended or a trusted or preferred partner of CMF or CMT.

No. Under Section 9(b), you may not conduct point-of-sale transactions, accept cash, checks or card payments, display pricing, rate cards, fee schedules or cost sheets, execute contracts or subscriptions, collect payment information, deposits or signed order forms, or take orders of any kind anywhere in the venue. If an attendee wants to buy, exchange contact information and follow up after the event. Violation is a material breach and may result in removal without refund.

Permitted: non-invasive, educational demonstrations within your exhibit space; sharing data and use cases; measurement or informational tools that involve no treatment or physical contact.

Prohibited (Section 9(a)): treatments, procedures or clinical services; physical manipulation or contact with attendees; hands-on diagnostic testing, scans or physiological assessments involving contact; cosmetic procedures or live before-and-after demonstrations; massage tables, treatment beds or similar equipment.

You assume full responsibility for safety, legality and regulatory compliance, including FDA, FTC, HIPAA, CMS guidance, Anti-Kickback Statute, Sunshine Act and state fraud and abuse laws. CMF has sole discretion to require changes or cessation.

Only with the attendee's express consent and in compliance with federal and state privacy laws.

Yes. Send a standard ACORD 25 COI by October 1, 2027.

• Coverage: Commercial General Liability, including products-completed operations
• Limits: at least $1,000,000 per occurrence and $2,000,000 aggregate
• Certificate holder and additional insured: Concierge Medicine Today, LLC, 4080 McGinnis Ferry Road, Building 800, Suite 801, Alpharetta, GA 30005
• Policy dates: must cover October 14 to 16, 2027
• Send to: editor@conciergemedicinetoday.org, subject "COI – [Company Name] – CMF 2027"

Send it only to CMT. If the venue later asks to be named, CMT will let you know. Without a compliant COI by October 1, participation may be denied without refund.

No. All sponsorship payments, deposits and installments are non-refundable and are not contingent on attendance, speaker participation or business outcomes. If you cancel, fail to appear, breach the agreement or violate event policies, any unpaid balance becomes immediately due, plus reasonable collection costs and attorneys' fees. Applicable taxes and processing fees may apply.

No. CMF makes no guarantees regarding attendee numbers, demographics, lead generation, introductions, meetings, foot traffic, media coverage or return on investment. Sponsorship provides marketing exposure only, and you assume the full business risk.

No to both. Tables are identified by organization name. CMF assigns all locations and may move tables, signage or exhibit space at any time, including during the event. Placement changes do not entitle you to a refund, credit or damages.

Up to two Sponsor Personnel at a time unless your Sponsorship Confirmation states otherwise. Additional team members must register as attendees. All Sponsor Personnel must be 21 or older. Benefits are described in your Sponsorship Confirmation or prospectus, and CMF may substitute benefits of reasonably comparable value.

• Keep signage within your table perimeter. Retractable banners go behind your table, no wider than 6 feet total.
• Do not affix anything to walls, pillars, doors, floors or venue fixtures.
• Keep devices and demonstrations muted; sound equipment requires written approval.
• Keep aisles, exits and walkways clear; no cables across walkways or between tables; store boxes under your table.
• No butane, bottled gas, propane or helium balloons.
• Do not move attendee chairs, your table or relocate without CMF approval.
• No competing events targeting CMF attendees during official programming hours without written approval.

Ship only to the venue, following the Sponsor Logistics document provided to confirmed sponsors. You are responsible for all equipment, materials, shipping and return pickup, and for damage caused by your personnel. Items left after teardown may be discarded. CMF and the venue are not responsible for loss, theft or damage, and do not guarantee electrical, Wi-Fi or AV availability or compatibility.

Most sessions come through the Call for Proposals; some sponsorship packages include a presentation opportunity. Sponsor-provided speakers must follow the Speaker section above, disclose their relationship in writing by October 1, 2027 and to the audience, keep content educational with no pitches, pricing or order-taking, and may not offer gifts or inducements tied to purchases or referrals. CMF pays no honoraria or expenses; the sponsor covers all costs. CMF may request slides in advance, require changes or end a non-compliant session.

No. Any arrangement between your organization and an attendee is solely between you. CMF is not a party, takes no commissions and does not mediate disputes. You must honor your own terms and any refund rights required by law, resolve complaints directly and professionally, never state or imply that CMF approved or recommended a transaction, and indemnify CMT against claims arising from it (Section 14).

CMF may modify the program, schedule, speakers, layout, format or venue within the greater Atlanta metropolitan region. If CMF cancels for reasons other than force majeure, liability is limited to sponsorship fees actually paid. In a force majeure event, CMF may reschedule, modify the format or apply fees to a future event. CMF is not responsible for travel, lodging, marketing costs or lost profits. Sponsorship rights may not be assigned or transferred without CMF's written consent.

CMF may issue warnings, remove Sponsor Personnel from sessions or the venue, terminate sponsorship and ban the sponsor from future CMT events. Sponsors removed for violations are not entitled to refunds. CMF's decisions are final.

Access: only after your representative arrives at CMF 2027, checks in and receives a badge, through a password-protected page with a click-to-accept of the Attendee List Use Terms. No pre-event access, and CMF does not sell lists or provide prior years' lists.

Contents: name, prefix or credentials, title, organization, city and state, plus email only for those who opted in. No phone numbers, street addresses or payment information. The list may contain errors or omissions.

Permitted:

• Email only, and only about CMF 2027
• No more than two emails per person, sent after you receive the list and no later than November 16, 2027
• Every message must comply with CAN-SPAM and include a clear opt-out
• If someone personally replies and asks for more contact, you may continue that conversation

Prohibited:

• Texting, SMS, calls, messaging apps or social media outreach to list contacts
• Uploading or storing contacts in any CRM, marketing automation platform, email service provider or database
• Adding anyone to a newsletter or drip campaign
• Selling, renting, sharing or distributing the list outside your organization
• Spam or bulk communications

Deletion: permanently delete all copies by November 16, 2027. Misuse may result in termination of sponsorship privileges and restriction from future CMF participation, and your organization indemnifies CMT against claims arising from misuse.