Terms, Conditions & Privacy Policy

CMF CODE OF CONDUCT (2027)

Applies to all attendees, guests, speakers, sponsors, exhibitors, Sponsor Personnel, media, and volunteers · Contact: editor@conciergemedicinetoday.org

CMF is a high-trust professional community. This Code of Conduct is part of every CMF agreement. In the event of any conflict, the applicable agreement controls.

1. WHERE IT 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 or relate to CMF introductions, before, during, or after the event.

2. WHAT WE EXPECT

• CMF is for adults 21 and older. Children and minors are not permitted.
• Treat every person with professionalism and respect.
• Represent yourself and your organization accurately.
• Follow instructions from CMF staff and venue personnel.
• Avoid language or humor that diminishes the dignity of any individual or group.

3. WHAT IS 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 approved 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

RECORDING AT CMF

CMF is a public event. CMT may photograph, record, livestream, and use AI transcription and note-summarization tools (such as Granola, Otter, or similar applications) in every area of the event for educational, editorial, archival, and promotional purposes. CMF does not offer opt-outs or designate no-recording areas. Participants may not use their own recording devices or AI recording bots to capture sessions without prior written approval.

4. PRIVATE BUSINESS DEALINGS

Business arrangements between participants are independent of CMF. CMF does not vet, endorse, or mediate private commercial agreements or disputes. Conduct that violates this Code, however, may be reported and acted on.

5. REPORTING

Tell a CMF staff member on site or email editor@conciergemedicinetoday.org. In an emergency, call 911.

6. ENFORCEMENT

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 that occurs after the event when it arises from CMF introductions. CMF's decisions are final.

GENERAL ADMISSION PARTICIPATION AGREEMENT (2027)

Applies to All Attendees, Guests, Speakers, Transfers, Walk-Ins, and Badge Holders | Contact: editor@conciergemedicinetoday.org

1. ACCEPTANCE OF TERMS & NON-ACCREDITED CME / CE DISCLAIMER

This Agreement governs attendance at the Concierge Medicine Forum ('CMF'), organized by Concierge Medicine Today, LLC ('Organizer'). By registering, submitting payment, accepting a badge, entering the venue, participating in any Conference activity, or remaining on the premises, you agree to be legally bound by: (a) This Agreement; (b) The CMF Code of Conduct; and (c) Any posted Conference policies and FAQs. Participant acknowledges and agrees that CMF is the industry's annual business and leadership conference for concierge and membership medicine and is NOT an accredited Continuing Medical Education (CME) or Continuing Education (CE) provider. CMF does not offer AMA PRA Category 1 Credits™, nursing CEUs, or state licensing credits. Attendance does not create any professional, advisory, or physician-patient relationship with Organizer.

2. PUBLIC EVENT, PHOTOGRAPHY, RECORDING, AI TRANSCRIPTION & PUBLIC FORUM RELEASE

CMF is a public professional event held in shared venue space. Photography, audio recording, video recording, livestreaming, and social media posting may occur throughout the event, in all areas and at all times. Participant has no expectation of privacy in any Conference area. Organizer 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. Participant grants Organizer a perpetual, worldwide, royalty-free license to use their name, image, voice, and appearance for educational, promotional, archival, and editorial purposes.

Use of Artificial Intelligence (AI) Tools by Organizer: Participant acknowledges and agrees that Organizer may utilize Artificial Intelligence (AI) software, automated note-taking tools, voice transcription services, and digital summarization technology (including tools such as Granola, Otter, or similar applications) during main stage presentations, breakout sessions, and official event proceedings for educational, archival, content synthesis, editorial, and promotional purposes. Participant grants Organizer a perpetual, worldwide, royalty-free license to capture, transcribe, process, summarize, and publish insights derived from session recordings.

Attendee Restrictions on AI & Recording: Attendees are strictly prohibited from deploying unauthorized AI recording bots, automated transcribers, or audio capturing devices to record, stream, or harvest proprietary speaker presentations, slide decks, or confidential discussions without prior written authorization from Organizer.

3. PROGRAM MODIFICATIONS

Program content, speakers, session timing, room assignments, venue layout, and event format may change at Organizer's discretion. No refunds will be provided due to schedule changes, speaker cancellations, format adjustments, or dissatisfaction with programming. The Conference is provided 'as is' without warranties. If Organizer cancels the Conference entirely for reasons other than force majeure, liability is limited to a refund of registration fees actually paid for that event. Organizer is not liable for cancellation, postponement, or modification caused by circumstances beyond its reasonable control (force majeure), and is not responsible for travel, lodging, or other related expenses.

4. INDEPENDENT VENDORS, SPONSORS & THIRD-PARTY TRANSACTIONS

Exhibitors, sponsors, speakers, vendors, and participants are independent third parties and are not agents, employees, or partners of Organizer. Organizer does not perform background checks, credit checks, or operational vetting on third parties, nor does Organizer verify claims, certify products, or endorse participating organizations. Organizer's review of sponsors is limited to fit with the CMF audience and format, a completed application, payment, and proof of insurance; it is not an evaluation of any sponsor's products, services, claims, licensure, finances, or business practices. Speakers are selected for topic and educational fit; Organizer does not verify speaker credentials, claims, products, or services. Interaction with third parties is strictly voluntary and at your own risk. Any cancellation, cooling-off, or refund rights under federal or state consumer protection law for a purchase from a sponsor or other third party are obligations of that seller, not Organizer, which is not a party to the sale.

5. ASSUMPTION OF RISK, FOOD & EMERGENCY CONSENT

Participants voluntarily assume all risks associated with attendance, including slips, falls, property loss, travel incidents, communicable illnesses, food allergies, adverse reactions to food, beverages, or snacks, and unlisted ingredient exposures. Food and beverage services are provided by independent venue vendors and caterers. Organizer does not prepare or inspect food and does not guarantee allergen-free environments or ingredient disclosures. Participant authorizes Organizer to contact emergency medical services if necessary at Participant's sole expense.

6. DATA SHARING & COMMUNICATION CONSENT

By registering, Participant consents to Organizer collecting registration data. For event networking, Organizer includes Participant's name, prefix or credentials, title, organization, city, and state in the CMF attendee list provided to confirmed sponsors and exhibitors after they check in at the event. Participant's email address is included only if Participant opts in during registration. Organizer does not share phone numbers, street addresses, or payment information with sponsors. Participant may withdraw an email opt-in at any time, and it will be removed from the list from that point forward, including the updated final version posted on or about November 1, by emailing editor@conciergemedicinetoday.org. Sponsors receiving the list are bound by the CMF Attendee List Use Terms, including email-only outreach, a two-email limit, and deletion by November 16, 2027. Third parties must comply with applicable privacy and communication laws.

7. CODE OF CONDUCT, EXTENDED DIGITAL BEHAVIOR & ENFORCEMENT

All attendees must comply with the CMF Code of Conduct. Prohibited conduct includes harassment, discrimination, session disruption, unlawful activity, excessive intoxication, unauthorized solicitation ('suitcasing'), or unprofessional behavior. The CMF Code of Conduct extends to all digital communications, text messages, emails, and off-site interactions between event participants that arise from or relate to CMF introductions. Engaging in abusive, harassing, or egregiously unprofessional communication with any attendee, sponsor, speaker, or CMF staff member, regardless of medium, constitutes grounds for immediate badge revocation without refund and a permanent ban from future CMT events.

8. REFUND, CANCELLATION, TRANSFER & CHARGEBACK POLICY

• Cancellation schedule: 60+ days prior, refund minus a $75 administrative fee. 30–59 days prior, 50% refund. 29 days or fewer, no refund. All cancellation requests must be submitted in writing to editor@conciergemedicinetoday.org.
• No-shows: No-shows forfeit all fees and are not eligible for a refund, transfer, or rollover credit.
• Transfers: 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 this Agreement, and all balances are paid.
• Rollover credit: As an alternative to a refund, Participant may request in writing at the time of cancellation that the 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 Organizer's discretion.
• Chargebacks: Initiating a credit card chargeback without contacting Organizer first constitutes a material breach of this Agreement.

9. RELEASE, LIMITATION OF LIABILITY & GOVERNING LAW

To the fullest extent permitted by law, Participant releases Concierge Medicine Today, LLC from claims arising from participation, except in cases of gross negligence or willful misconduct. Organizer is not responsible for professional advice, opinions, or business strategies expressed by speakers, sponsors, exhibitors, or attendees, and is not liable for indirect, incidental, or consequential damages. Total liability shall not exceed the registration fee paid. This Agreement is governed exclusively by the laws of the State of Georgia, and any dispute must be brought exclusively in the state or federal courts serving Forsyth County, Georgia.

Participant agrees to indemnify and hold harmless Organizer from claims arising from Participant's own conduct, violation of this Agreement, or business dealings with other participants.

10. BADGES, GUESTS, VENUE RULES & OPERATIONAL CONTROL

CMF is an adults-only professional event. All attendees, guests, speakers, and Sponsor Personnel must be 21 years of age or older. Children and minors are not permitted in the venue or at any Conference activity. Organizer may request proof of age and may deny entry without refund to anyone who does not meet this requirement. Badges are issued to the registered individual and may not be shared or lent. Shared badges may be revoked without refund. Any individual accompanying a registered attendee who enters the venue or participates in any Conference activity is a participant bound by this Agreement. Participants must comply with venue policies and with instructions from Organizer, venue personnel, and event staff. Organizer may take reasonable actions to maintain safety, security, and orderly operations, including adjusting schedules, limiting access to areas of the venue, modifying programming, or directing participants to leave portions of the venue.

11. PERSONAL PROPERTY & TECHNOLOGY

Participants are responsible for their personal property. Organizer does not provide security for personal belongings and is not responsible for loss, theft, or damage. Conference services may rely on third-party technology, including event apps, Wi-Fi, audiovisual systems, and livestream platforms. Organizer does not guarantee uninterrupted availability and is not liable for technical failures.

12. ACCESSIBILITY

Participants who need a disability-related accommodation are encouraged to email editor@conciergemedicinetoday.org by October 1, 2027. Organizer will work with the venue to provide reasonable accommodations.

13. DISPUTE NOTICE

Before filing any claim against Organizer, Participant agrees to provide written notice describing the issue to editor@conciergemedicinetoday.org and to allow Organizer thirty (30) days to attempt to resolve it informally.

14. POLICY UPDATES, SEVERABILITY, SURVIVAL & ACKNOWLEDGMENT

The version of this Agreement published at the time of registration governs participation. If any provision is found unenforceable, the remainder remains in effect. Media rights, liability limitations, refund terms, and other provisions intended to survive the event remain enforceable. By registering, paying, accepting a badge, or entering the venue, Participant acknowledges having read, understood, and voluntarily agreed to this Agreement.

GENERAL ADMISSION PARTICIPANT & ATTENDEE FAQs (2027)

Fully Harmonized with the CMF General Admission Participation Agreement | Contact: editor@conciergemedicinetoday.org

OVERVIEW & ATTENDEE POLICIES

These FAQs summarize key policies for attendees and guests. The binding CMF General Admission Participation Agreement governs all participation in the Concierge Medicine Forum. In the event of any conflict, the Participation Agreement strictly controls.

Is CMF open to the public?

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; children are not permitted. All attendees must register in advance.

Does CMF offer Continuing Medical Education (CME) or CE credits?

No. CMF is the industry's annual business and leadership conference for concierge and membership medicine. CMF is NOT an accredited Continuing Medical Education (CME) or Continuing Education (CE) provider and does NOT offer AMA PRA Category 1 Credits™, nursing CEUs, or state licensing credits. The conference focuses exclusively on executive leadership, practice design, financial sustainability, operations, and team culture.

What if I have a dispute or issue with a sponsor or vendor I met at the conference?

Because CMF brings together independent healthcare organizations, solution providers, and practice leaders, any business dealings, software purchases, service agreements, or financial transactions you enter into with a sponsor or exhibitor are strictly between you and that third party. Concierge Medicine Today, LLC and CMF do not vet, endorse, or guarantee the products, services, or claims of third-party vendors, nor do we intervene in or mediate private commercial disputes or buyer's remorse arising from post-conference agreements. Attendees are encouraged to perform standard due diligence before entering into commercial agreements.

Does CMF use AI note-taking or transcription tools during sessions?

Yes. To capture insights and generate educational executive summaries and session recaps for our community, CMF may deploy AI-assisted transcription, audio capture, and note-summarization applications (such as Granola, Otter, or automated transcription engines) during main stage and breakout sessions. By registering and attending CMF, participants consent to incidental audio capture and text synthesis during conference programming. Personal audio recording or unauthorized deployment of AI recording bots during sessions is strictly prohibited without prior written approval.

Will photography or video recording occur at the event?

Yes. CMF is a public professional event. Photography, video recording, livestreaming, and media coverage occur throughout the venue. In an open conference environment, attendees and media snap photos and take notes. CMF does not offer opt-outs or no-recording areas. By attending, participants acknowledge and consent to appearing in official event media and fully release CMT from claims arising from third-party audience recordings or photos.

What is the refund and cancellation policy?

Cancellation requests must be submitted in writing to editor@conciergemedicinetoday.org. The schedule is: (a) 60+ days prior: Refund minus $75 administrative fee; (b) 30–59 days prior: 50% refund; (c) 29 days or fewer: No refund. No-shows forfeit all fees and are not eligible for a transfer or rollover credit.

Can I roll over my registration to next year instead of getting a refund?

Yes. 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. If next year's price is higher, the difference is due at that time. This option is offered at CMF's discretion.

Can I transfer my registration to someone else?

Yes, once, to another person in your organization, if requested in writing at least 7 days before the event, the substitute agrees to the Participation Agreement, and all balances are paid.

What happens if the event is cancelled?

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

Can sponsors sell to me or take orders at the conference?

No. Sponsors may demonstrate products and schedule follow-up conversations, but they may not take payment, collect card details, sign contracts, or take orders on-site. If anyone pressures you to buy at the event, please tell a CMF staff member. Take the information home and decide on your own timeline.

What if a sponsor sells me something anyway?

Sales aren’t allowed at CMF. If a sponsor sells you something regardless, that purchase, including any refund or cancellation rights, is strictly between you and the sponsor. Please tell a CMF staff member so we can address the policy violation.

Does CMF vet or background-check sponsors, exhibitors, or speakers?

No. CMF reviews sponsor applications only for fit with the conference, a completed application, payment, and proof of insurance, and selects speakers for topic and educational fit. CMF does not perform background checks, financial audits, credit checks, regulatory verifications, or evaluations of products, claims, licensure, or business practices for sponsors, exhibitors, speakers, or attendees. Being at CMF does not mean CMF endorses or recommends a company. Please do your own due diligence, such as checking references and reading contracts carefully, before entering into any agreement.

Are meals allergen-free?

No. Food is provided by independent venue caterers and may contain milk, eggs, wheat, soy, peanuts, tree nuts, fish, and shellfish. Ingredients may not be listed. Let catering staff know about dietary restrictions, or bring your own meal for personal use.

I need a disability-related accommodation. Who do I contact?

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

Can I bring my children or anyone under 21?

No. CMF is an adults-only professional event. All attendees, guests, speakers, and Sponsor Personnel must be 21 years of age or older. Children and minors are not permitted in the venue or at any Conference activity.

What information do sponsors receive about me?

Sponsors receive your name, prefix or credentials, title, organization, city, and state on the attendee list at the event. Your email is included only if you opt in at registration, and you can withdraw that opt-in before the list is distributed by emailing editor@conciergemedicinetoday.org. CMF never shares your phone number, street address, or payment information with sponsors. Sponsors may email you no more than twice and may not text or call you.

Can I share my badge with a colleague?

No. Badges are issued to the registered individual and may not be shared. Shared badges may be revoked without refund. If you cannot attend, see the transfer policy.

Can I opt out of being photographed or recorded?

No. CMF is a public event. Photography, audio, video, livestreaming, and AI capture may occur in every area of the event, at any time. 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.

What conduct is expected, including after the event?

All participants must follow the CMF Code of Conduct. It also covers emails, texts, and off-site interactions that arise from CMF introductions. Violations may result in badge revocation without refund and a permanent ban from future CMT events.

PARTICIPANT EXPECTATIONS (2027)

Concierge Medicine Forum (CMF 2027) · October 14–16, 2027 · Forsyth Conference Center at Lanier Technical College, Cumming, GA · Contact: editor@conciergemedicinetoday.org

These expectations summarize what every CMF participant can expect and what is expected of them. They supplement, and do not replace, the CMF General Admission Participation Agreement (2027). In the event of any conflict, the Participation Agreement controls.

1. WHO CMF IS FOR

CMF is a professional educational leadership conference for physicians, practice leaders, care teams, and healthcare executives building, operating, or evaluating membership and subscription-based healthcare models.

CMF is NOT an accredited Continuing Medical Education (CME) or Continuing Education (CE) provider and does not offer AMA PRA Category 1 Credits™, nursing CEUs, or state licensing credits.

2. REGISTRATION, CHECK-IN & BADGES

• CMF is for adults 21 and older. Children and minors are not permitted.
• All participants must register in advance. On-site walk-in registration is not available.
• Check in at the registration desk in the lobby to receive your badge before entering sessions or the exhibit hall.
• Badges are issued to the registered individual and may not be shared. Transfers are permitted only through the written transfer process in the Participation Agreement.
• Need a disability-related accommodation? Email editor@conciergemedicinetoday.org, ideally by October 1, 2027.
• Schedule updates, room changes, and announcements are posted in the CMF Event App.

3. COME READY TO LEARN AND ENGAGE

CMF sessions are designed to be practical, operational, and honest, so you leave with something you can use on Monday morning. Speakers are encouraged to spend time in the hallways and in the room before they present. We encourage you to do the same: attend breakouts, ask questions, and meet colleagues.

4. PROFESSIONAL CONDUCT

All participants must follow the CMF Code of Conduct and treat attendees, speakers, sponsors, venue staff, and CMF staff with respect.

• Prohibited conduct includes harassment, discrimination, session disruption, unlawful activity, excessive intoxication, and unprofessional behavior.
• The Code of Conduct extends to emails, text messages, digital communications, and off-site interactions that arise from or relate to CMF introductions.
• Silence phones during sessions. When a presenter is speaking, take conversations to the lobby or hallway.

5. NO UNAUTHORIZED SOLICITATION ("SUITCASING")

Only approved sponsors and exhibitors may promote products or services, and only within their approved space. Examples of prohibited activity include:

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

6. PHOTOGRAPHY, RECORDING & AI TOOLS

• CMF is a public professional event. Photography, audio, video, livestreaming, and AI capture may occur in every area of the event, at any time. 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.
• CMF may use AI-assisted transcription and note-summarization tools (such as Granola, Otter, or similar applications) during sessions to produce educational recaps.
• Participants may not record sessions or deploy AI recording bots, automated transcribers, or audio capture devices without prior written authorization from CMF.
• Other attendees may take photos or notes. CMF cannot control third-party capture in open spaces, as described in the Participation Agreement.

7. SPONSORS, EXHIBITORS & VENDORS

Sponsors, exhibitors, and speakers are independent third parties. CMF does not vet, endorse, or guarantee their products, services, or claims. Any business arrangement you enter into with a third party is strictly between you and that party. Perform your own due diligence before signing agreements.

8. YOUR CONTACT INFORMATION

The CMF attendee list given to sponsors at the event includes your name, prefix or credentials, title, organization, city, and state. Your email is included only if you opt in at registration. CMF never shares phone numbers, street addresses, or payment information with sponsors, and does not sell attendee lists. Sponsors who receive the attendee list may email each contact no more than twice, may not load contacts into a CRM or bulk email platform, and must delete all copies by November 16, 2027. Please report misuse to editor@conciergemedicinetoday.org.

9. HEALTH, SAFETY & PERSONAL PROPERTY

• You attend at your own risk. CMF does not provide medical supervision.
• Food and beverages are provided by independent venue caterers, may contain common allergens, and ingredients may not be listed. Please manage your own dietary restrictions and allergies, or bring your own meal.
• Follow instructions from CMF staff and venue personnel.
• Keep your personal belongings secure. CMF is not responsible for lost, stolen, or damaged property.

10. PRACTICAL TIPS FOR YOUR VISIT

• Dress code: Professional casual.
• Weather: October near Atlanta is often warm, and rain is common. Dress in layers and bring a small umbrella.
• Parking and transportation: Parking at the Forsyth Conference Center is free. There is no shuttle service to or from hotels or airports, so plan rideshare or rental car transportation early.
• Venue: Forsyth Conference Center at Lanier Technical College, 3410 Ronald Reagan Blvd, Cumming, GA 30041.

11. REFUNDS, TRANSFERS & PROGRAM CHANGES

• Cancellation schedule: 60+ days prior, refund minus $75 administrative fee. 30–59 days prior, 50% refund. 29 days or fewer, no refund. All requests must be in writing.
• No-shows: No-shows forfeit all fees and are not eligible for a transfer or rollover credit.
• Transfers: One transfer within the same organization, requested in writing at least 7 days prior. The substitute must accept the Participation Agreement and all balances must be paid.
• Rollover: You may request in writing, at the time of cancellation, to apply your paid registration to the following year's CMF. Credit is valid for one year, has no cash value, is non-transferable, and may be used once. No-shows are not eligible.
• Program changes: Speakers, timing, and format may change and do not qualify for refunds.
• Chargebacks: Initiating a chargeback without contacting CMF first is a breach of the Participation Agreement.

12. QUESTIONS

Contact editor@conciergemedicinetoday.org. Concierge Medicine Today, LLC, 4080 McGinnis Ferry Road, Building 800, Suite 801, Alpharetta, GA 30005.

SPONSORSHIP AGREEMENT – TERMS, CONDITIONS & RULES (2027)

Hosted and Produced by Concierge Medicine Today, LLC ('CMT', 'CMF', 'Organizer') | Contact: editor@conciergemedicinetoday.org

1. ACCEPTANCE OF TERMS & ABSOLUTE DISCRETION OF ORGANIZER

This Agreement governs Sponsor participation in the Concierge Medicine Forum ('CMF'). By submitting a sponsorship application, submitting payment, accepting sponsorship confirmation, entering the event venue, or participating in any Conference activity, Sponsor agrees to be legally bound by: (a) This Agreement; (b) the CMF Code of Conduct and the Sponsor Code of Conduct & Best Practices; (c) the CMF Attendee List Use Terms; (d) if Sponsor provides a speaker, the Sponsor-Provided Speaker Compliance Addendum and the Sponsor-Provided Speaker Conflict of Interest Disclosure Policy; and (e) Posted Event Policies and FAQs. This Agreement supersedes any prior communications, proposals, marketing materials, sponsorship summaries, or informal representations relating to participation. Organizer reserves the absolute, unfettered, and sole discretion to accept, approve, decline, reject, condition, or revoke any sponsorship application or exhibitor participation at any time, with or without cause, prior to written confirmation. Submission of an application, inquiry, or prior participation in past events creates no right, expectation, or legal entitlement to acceptance or renewal.

2. DEFINITIONS & INDEPENDENT CONTRACTOR STATUS

Sponsor means the organization purchasing sponsorship benefits and all officers, employees, contractors, agents, representatives, subcontractors, and invited guests acting on Sponsor's behalf ('Sponsor Personnel'). Organizer Protected Parties include Concierge Medicine Today, LLC, CMF staff, contractors, venue operators, volunteers, partners, and service providers. Sponsors operate strictly as independent contractors.

3. NON-ACCREDITED STATUS & CME / CE DISCLAIMER

Sponsor acknowledges and agrees that CMF is the industry's annual business and leadership conference for concierge and membership medicine and is NOT an accredited Continuing Medical Education (CME) or Continuing Education (CE) provider. CMF does not offer AMA PRA Category 1 Credits™, nursing CEUs, or state licensing credits. Sponsor shall not state, market, or imply that CMF participation, exhibit booth displays, or sponsor presentations grant CME or CE credits.

4. SPONSORSHIP BENEFITS; NO VETTING OR ENDORSEMENT

Sponsorship benefits are described in the Sponsorship Confirmation or prospectus. Organizer may substitute benefits of reasonably comparable value if necessary. Participation as a sponsor does not imply endorsement, certification, or recommendation by Organizer. Sponsor acknowledges that CMF is a professional forum and that Organizer does not perform background checks, financial audits, credit checks, regulatory verifications, or operational vetting of any sponsor, exhibitor, or attendee. Sponsor may not state or imply endorsement by CMF or Concierge Medicine Today, LLC, and may not describe itself as vetted, approved, certified, recommended, or a trusted or preferred partner of CMF or CMT. Sponsor may accurately describe itself as a sponsor or exhibitor of CMF 2027.

Limited Application Review: Organizer's review of sponsorship applications is limited to fit with the CMF audience and format, a completed application, acceptance of this Agreement, payment, and a compliant Certificate of Insurance. It is not an evaluation of a sponsor's products, services, claims, licensure, finances, or business practices. Organizer may consider prior participation, conduct, complaints, or attendee feedback when deciding whether to accept, renew, or decline an application, and is not required to give a reason.

5. PAYMENT & NON-REFUNDABILITY

Sponsorship pricing is published as a starting price. Organizer may increase pricing at any time, at its discretion and without notice, including (without limitation) on the first day of each calendar quarter and as the event approaches. Pricing and availability are not guaranteed until Organizer confirms the application in writing; the price that applies is the price in effect on the date of written confirmation and payment.

All sponsorship payments are strictly non-refundable. Sponsor obligations are not contingent upon attendance levels, speaker participation, or business outcomes. If Sponsor breaches this Agreement, cancels participation, fails to appear, or violates event policies, any unpaid balances become immediately due. Sponsor shall reimburse Organizer for reasonable collection costs and attorneys' fees.

6. NO GUARANTEE OF ROI, LEADS, ATTENDANCE, OR BUSINESS OUTCOMES

Organizer makes no guarantees regarding attendee numbers, demographic composition, lead generation, introductions, meetings, foot traffic, media coverage, or return on investment. Sponsorship provides marketing exposure only. Sponsor assumes the full business risk of participation.

7. EVENT MODIFICATIONS & FORCE MAJEURE

Organizer may modify the event program, schedule, speakers, venue location within the greater Atlanta metropolitan region, exhibit layout, signage placement, operational policies, or format. Exhibit placement is determined solely by Organizer. Organizer does not assign booth numbers; tables are identified by organization name. Sponsors may not choose or reserve a location. Organizer may assign, move, or reassign tables, signage, or exhibit space at any time, including during the event, for operational, safety, programming, or event management reasons. Placement decisions do not entitle Sponsor to a refund, credit, or damages. If the event is canceled by Organizer (excluding force majeure), liability is limited to sponsorship fees actually paid. Organizer is not liable for delay, modification, postponement, or cancellation caused by circumstances beyond reasonable control (force majeure), and in such cases may reschedule the event, modify the format, or apply sponsorship fees to a future event. Organizer is not responsible for travel, lodging, marketing costs, lost profits, or consequential damages.

8. COMPLIANCE WITH LAWS & HEALTHCARE REGULATIONS

Sponsor represents that all products, demonstrations, claims, and marketing materials comply with applicable laws and regulations, including FDA, FTC, HIPAA, CMS guidance, Anti-Kickback Statute, Sunshine Act, and state fraud/abuse laws. Organizer may require removal of any claims deemed misleading or non-compliant.

9. MEDICAL DEVICES, DEMONSTRATIONS & RESTRICTIONS

Sponsors displaying, demonstrating, sampling, testing, scanning, evaluating, or distributing any product, device, diagnostic tool, wearable tech, or supplement assume full responsibility for safety, legality, and regulatory compliance. Demonstrations are limited strictly to non-invasive, educational demonstrations within the assigned exhibit space.

Section 9(a) Prohibited Clinical Activities: Sponsors shall not offer or perform on-site clinical treatments, invasive procedures, physical manipulation, hands-on diagnostic testing in which Sponsor Personnel touch attendees, cosmetic procedures, or use massage tables/treatment beds.

Section 9(a)(1) Approved Exceptions (prior written approval required): Organizer may approve, in writing before the event, (i) contactless or self-operated measurement or imaging devices (for example, a retinal camera with a chin rest), (ii) brief, passive device demonstrations an attendee chooses to try (for example, standing on a device), and (iii) free-entry prize drawings. Every approved activity must meet all of the following conditions:

• Participation is voluntary, the attendee may decline or stop at any time, and Sponsor Personnel do not touch the attendee.
• Results are presented as general wellness or educational information only, never as a diagnosis, treatment, or medical advice, and no therapeutic, disease, or outcome claims are made at the exhibit.
• No personal health information or results are stored or shared without the attendee's express consent, in compliance with applicable privacy laws.
• Equipment is cleaned between users and operated only by trained personnel.
• Section 9(b) still applies in full: no pricing, sales, orders, sign-ups, contracts, deposits, or payment collection tied to any demonstration, measurement, or drawing, and no follow-up pressure based on an attendee's results.
• Prize drawings must be conducted in good faith and comply with Georgia law, including O.C.G.A. § 16-12-20 and the Georgia Fair Business Practices Act (O.C.G.A. § 10-1-393). Drawings must be free to enter, with no purchase, payment, meeting, demo, or sales presentation required to enter or win, and prizes must be noncash (no cash or cash equivalents such as gift cards).
• Sponsor must post brief written official rules at its table before accepting entries, stating: the sponsor's name; who may enter (CMF badge holders age 21 or older); how to enter for free; the entry deadline and drawing date; how the winner is chosen and notified; each prize and its approximate retail value; that the odds of winning depend on the number of entries; that entering shares the entrant's contact information with Sponsor; and that no substitution will be made except for a prize of equal or greater value.
• Prizes for healthcare professionals must be modest in value. Sponsor is solely responsible for any Physician Payments Sunshine Act (Open Payments), Anti-Kickback Statute, and tax reporting obligations related to prizes.

Organizer may decline, condition, or revoke any approval at any time and stop any activity on site. Approval is not an evaluation or endorsement of any product, device, or claim. Violations may result in removal without refund. Sponsor's obligations under Sections 8, 10, and 14 (compliance, insurance, and indemnification) apply to all approved activities.

10. INSURANCE REQUIREMENTS

Sponsor shall maintain Commercial General Liability insurance, including products-completed operations coverage, with minimum limits of $1,000,000 per occurrence and $2,000,000 aggregate. All Sponsor Personnel must be 21 years of age or older; children and minors are not permitted. A Certificate of Insurance (COI) listing Concierge Medicine Today, LLC as certificate holder and additional insured, with policy dates covering October 14–16, 2027, must be submitted to CMT by October 1, 2027 via editor@conciergemedicinetoday.org. Organizer may require the venue to be added as an additional insured if the venue requests it. Failure to provide a compliant COI or maintain insurance may result in denial of participation without refund.

11. DATA PRIVACY & ATTENDEE INFORMATION

Organizer does not sell attendee lists. If attendee information is provided as a contracted benefit, such information may only be used for legitimate follow-up related to the event and strictly in compliance with the CMF Attendee List Use Terms and applicable privacy laws. The attendee list contains name, prefix or credentials, title, organization, city, and state, and email address only for individuals who opted in; it does not include phone numbers or street addresses. Sponsor consents to the inclusion of Sponsor Personnel's name, title, organization, city, state, and email address on the list. Email is the only permitted outreach channel. Sponsor shall not text, SMS, call, or send messages through messaging apps or social media to any individual using contact information obtained from the attendee list. Sponsor shall indemnify Organizer against claims arising from misuse of attendee data.

12. SUITCASING, CODE OF CONDUCT & EXTENDED DIGITAL BEHAVIOR

Unauthorized solicitation, canvassing, or promotional activity outside contracted booth space ('suitcasing') is strictly prohibited. Sponsors and Sponsor Personnel must comply with the CMF Code of Conduct. Harassment, discrimination, aggressive selling, deceptive practices, or disruptive conduct will result in immediate removal without refund. The CMF Code of Conduct extends to all digital communications, text messages, emails, and off-site interactions between event participants that arise from or relate to CMF introductions. Engaging in abusive, harassing, or egregiously unprofessional communication with any attendee, sponsor, speaker, or CMF staff member, regardless of medium, constitutes a material breach grounds for immediate expulsion and a permanent ban from future CMT events.

13. MEDIA, RECORDING, AI TRANSCRIPTION & PUBLIC FORUM RELEASE

CMF is a public professional conference held in open venue spaces. Sponsor acknowledges that Organizer may utilize audio/video recording, livestreaming, and Artificial Intelligence (AI) transcription, note-taking, and summarization tools (e.g., Granola, Otter, or similar applications) across event spaces for educational, synthesis, media, archival, and marketing purposes. Sponsor waives any privacy or copyright claims regarding incidental audio or visual capture. Sponsors may use AI note-taking applications within their assigned exhibit space solely for internal business note-taking with voluntary leads, provided such use complies with applicable data privacy laws.

14. INDEMNIFICATION

Sponsor agrees to indemnify, defend, and hold harmless Organizer Protected Parties from and against any claims, damages, liabilities, costs, and legal fees arising from: (a) Sponsor participation; (b) Sponsor products, services, or claims; (c) Sponsor Personnel conduct; (d) Intellectual property disputes; (e) Injury or property damage caused by Sponsor or Sponsor Personnel; or (f) any sale, contract, subscription, payment, refund, cancellation, consumer complaint, or other transaction or dispute between Sponsor and any attendee or third party, whether arising during or after the event.

Third-Party Transactions: Any business arrangement between Sponsor and an attendee is solely between those parties. Organizer is not a party to, does not receive commissions on, and does not guarantee any such transaction. Sponsor is solely responsible for honoring its own terms and any cancellation, cooling-off, or refund rights required by federal or state law (including, where applicable, the FTC Cooling-Off Rule, 16 C.F.R. Part 429, and the Georgia Fair Business Practices Act), including any required notices, and for resolving attendee complaints directly and professionally. Sponsor shall not state or imply that CMF approved, vetted, or recommended any transaction.

15. RELEASE & LIMITATION OF LIABILITY

To the fullest extent permitted by law, Sponsor releases Organizer from claims arising from participation in the event except in cases of gross negligence or willful misconduct. Sponsor Personnel voluntarily assume all risks of event participation, including slips, falls, illness, communicable disease, food allergies, and reactions to food or beverages provided by independent venue vendors and caterers. Organizer does not prepare or inspect food and does not guarantee allergen-free environments or ingredient disclosures. Total liability of Organizer shall not exceed the sponsorship fee actually paid.

16. PROPERTY, EQUIPMENT & TECHNOLOGY

Sponsor is solely responsible for all property, equipment, materials, shipments, devices, and demonstration tools brought to the event, and for damage caused by Sponsor Personnel to the venue or event infrastructure. Organizer and the venue are not responsible for loss, theft, or damage to Sponsor property. Conference operations rely on third-party electrical service, Wi-Fi, internet, audiovisual systems, and event apps. Organizer does not guarantee their availability or compatibility and is not liable for outages, surges, connectivity interruptions, data loss, or equipment incompatibility.

17. ATTENDEE HEALTH DATA AT EXHIBITS

Sponsor shall not collect, store, or transmit any attendee's personal health information or measurement results without that attendee's express consent, and shall comply with all applicable federal and state privacy laws.

18. TAXES, FEES, ASSIGNMENT & RELATIONSHIP

Applicable taxes and payment processing fees may apply. Sponsor may not assign or transfer sponsorship rights without Organizer's written consent. Nothing in this Agreement creates a partnership, joint venture, or agency relationship.

19. OPERATIONAL CONTROL & SAFETY

Organizer may take reasonable actions to maintain safety, security, and orderly operation of the event, including adjusting schedules, restricting access to areas of the venue, modifying programming, or directing participants to leave portions of the venue. Sponsor Personnel must follow instructions from Organizer, venue personnel, and event staff.

20. DISPUTE NOTICE

Before filing any claim against Organizer, Sponsor agrees to provide written notice describing the issue to editor@conciergemedicinetoday.org and to allow Organizer thirty (30) days to attempt to resolve it informally.

21. GOVERNING LAW, SEVERABILITY, SURVIVAL & ELECTRONIC ACCEPTANCE

This Agreement shall be governed exclusively by the laws of the State of Georgia. Any dispute must be brought exclusively in the state or federal courts serving Forsyth County, Georgia. The version of this Agreement published at the time of sponsorship confirmation governs. If any provision is found unenforceable, the remainder shall remain in full force and effect. Provisions relating to payment, indemnification, liability limitations, media rights, attendee data, and conduct enforcement survive the event. Electronic acceptance, digital signature, or payment constitutes acceptance of this Agreement.

OFFICIAL SPONSOR FAQs & EXHIBITOR GUIDELINES (2027)

Fully Harmonized with CMF Sponsorship & List-Use Terms | Contact: editor@conciergemedicinetoday.org

OVERVIEW & SPONSORSHIP POLICIES

These FAQs summarize key sponsorship policies, insurance requirements, CME/CE disclaimers, and attendee list rules. The binding CMF Sponsorship Agreement and CMF Attendee List Use Terms govern all participation in the Concierge Medicine Forum. In the event of any conflict, the binding agreements control.

Does CMF offer CME or CE credits?

No. CMF is the industry's annual business and leadership conference for concierge and membership medicine. It is NOT accredited to offer Continuing Medical Education (CME) or Continuing Education (CE) credits. Sponsors and exhibitors may not market or represent their participation or booth activities as providing CME credits.

How do I become a sponsor at CMF?

Organizations may apply by completing the CMF sponsorship application. Submission does not guarantee acceptance. Organizer maintains absolute discretion to approve or decline any application. Participation is confirmed only after written approval and receipt of required payment.

Can I sell products or take orders at my exhibit table?

NO. Direct commercial selling and order-taking are strictly prohibited on the exhibit floor. CMF is designed as an executive, high-trust educational and relational environment, not a commercial trade marketplace. Sponsors may not conduct point-of-sale transactions, display pricing or rate cards, execute contracts or software subscriptions, collect payment information or signed order forms, or take orders of any kind on-site. Sponsors may demonstrate products in a non-invasive manner and schedule follow-up conversations for after the event. Violations may result in immediate removal without refund under Section 9(b) of the Sponsorship Agreement.

Do we need to send a Certificate of Insurance (COI)? How do we do it?

Yes. Every confirmed sponsor must send a standard COI (ACORD 25 form) by October 1, 2027. Most companies already carry this coverage. Your insurance agent issues the certificate, usually quickly and typically at no extra cost.

• 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 14–16, 2027
• Description of operations (optional): Concierge Medicine Forum, October 14–16, 2027, Forsyth Conference Center, Cumming, GA
• Send to: editor@conciergemedicinetoday.org with the subject line "COI – [Company Name] – CMF 2027"

What should we send our insurance agent?

Copy and forward this: "Please issue a Certificate of Insurance (ACORD 25) showing our Commercial General Liability coverage, including products-completed operations, with limits of at least $1,000,000 per occurrence and $2,000,000 aggregate. List Concierge Medicine Today, LLC, 4080 McGinnis Ferry Road, Building 800, Suite 801, Alpharetta, GA 30005 as certificate holder and additional insured. Policy dates must cover October 14–16, 2027. Please email it to editor@conciergemedicinetoday.org with the subject 'COI – [Company Name] – CMF 2027' by October 1, 2027."

Does the venue need a copy?

No. Send your COI only to CMT. If the venue later requests to be named, CMT will let you know.

What if our COI is late or incomplete?

CMT will reply if anything is missing. Sponsors without a compliant COI by October 1, 2027 may be denied participation without refund, under Section 10 of the Sponsorship Agreement.

What information is on the attendee list?

Name, prefix or credentials, title, organization, city, and state for speakers, attendees, and sponsor representatives, plus email addresses for those who opted in at registration. The list does not include phone numbers or street addresses.

What are the strict rules for using the CMF Attendee List?

The CMF attendee list is a privileged benefit provided under strict confidentiality and anti-spam terms. By accessing or downloading the list, you agree to the following:

• Email Only, No Texting: Email is the only permitted channel. You may NOT text, SMS, call, or message list contacts through messaging apps or social media.
• Permitted Outreach (Two-Email Limit): The list is provided only after your representative arrives and checks in at CMF 2027. You may email each contact a maximum of two (2) times, sent after you receive the list and no later than November 16, 2027. All messages must comply with CAN-SPAM and include a clear opt-out.
• Prohibited Use: You may NOT upload, import, or store list contacts in any CRM, marketing automation platform, email service provider, newsletter drip campaign, or bulk database. You may NOT sell, rent, share, or distribute the list outside your organization.
• Direct Replies Exception: If an attendee personally replies to your outreach and requests further communication, you may continue conversing directly based on their request.
• Deletion Deadline: All copies of the attendee list must be permanently deleted by November 16, 2027.
• Liability: Misuse results in immediate termination of sponsorship privileges and permanent restriction from future CMF events.

Are sponsors allowed to use AI note-taking applications (like Granola or Otter) at our booth?

Yes, provided it is done professionally and transparently with voluntary leads who consent, and in full compliance with state and federal data privacy laws.

What if an attendee photographs or records our booth or presentation?

CMF is a live, public professional conference. As outlined in the CMF Sponsorship Agreement, it is operationally impossible for Organizer to control third-party smartphone photos or recording tools in open event spaces. Sponsors participate voluntarily and release Concierge Medicine Today, LLC from claims arising from third-party recordings.

Are sponsorship payments refundable?

No. All sponsorship payments, deposits, and installments are 100% non-refundable. Commitments are contractual and not contingent upon attendance, lead volume, or ROI.

Can we choose our table location? Will we get a booth number?

No to both. CMF is a smaller, relational event, so tables are identified by organization name rather than booth numbers. CMF assigns all table locations and may move tables, signage, or exhibit space at any time, including during the event, for operational, safety, or programming reasons. Placement changes do not qualify for refunds or credits.

Are taxes or processing fees added to sponsorships?

Applicable taxes and payment processing fees may apply.

Can our exhibit collect attendee health data, such as readings from a measurement device?

Only with CMF's prior written approval under Section 9(a)(1) and the attendee's express consent, and only in compliance with federal and state privacy laws. Results must be presented as general wellness information, not a diagnosis, and nothing may be sold or signed up based on them.

Can we run a giveaway or prize drawing?

Yes, with CMF's prior written approval. Under Georgia law, drawings must be free to enter, with no purchase, meeting, or sales presentation required, and prizes should be noncash (no gift cards). Post short written rules at your table: who can enter (CMF badge holders 21+), how to enter, the deadline and drawing date, how the winner is picked and notified, the prize and its approximate value, that odds depend on the number of entries, and that entering shares the entrant's contact information with you. Keep prizes for healthcare professionals modest; you are responsible for any Sunshine Act and tax reporting.

Can attendees try a device at our table?

Brief, voluntary, passive demonstrations may be approved in writing in advance. Your staff may not touch attendees, may not make therapeutic or disease claims, and may not sell, take orders, or sign anyone up at the table.

If an attendee later wants to cancel or get a refund from us, is CMF involved?

No. Any agreement between your organization and an attendee is solely between you. CMF is not a party, does not take commissions on sponsor sales, and does not mediate disputes. You are responsible for honoring your own terms and any cancellation or refund rights required by law, and for resolving complaints directly and professionally. Under Section 14 of the Sponsorship Agreement, you indemnify CMT against claims arising from your transactions with attendees.

What does indemnification mean for our organization?

If a claim is made against CMT because of your products, services, personnel, transactions with attendees, or intellectual property, your organization is responsible for defending CMT and covering resulting costs, as set out in Section 14 of the Sponsorship Agreement.

An attendee wants to buy from us at the conference. What should we do?

Exchange contact information and schedule a follow-up after the event. Do not accept payment, collect card details, sign contracts, or take orders on-site. This protects attendees from on-the-spot decisions and protects your organization from disputes.

Does CMF vet or background-check sponsors?

No. CMF reviews applications only for fit with the conference, a completed application, acceptance of the Sponsorship Agreement, payment, and a compliant COI. CMF does not perform background checks, financial audits, credit checks, regulatory verifications, or evaluations of products or business practices. Acceptance does not imply endorsement. Sponsors may call themselves a sponsor or exhibitor of CMF 2027, but may not describe themselves as vetted, approved, certified, recommended, or a trusted or preferred partner of CMF. CMF may consider prior conduct, complaints, or attendee feedback when reviewing future applications.

How do we accept the attendee list terms?

Access to the attendee list requires accepting the CMF Attendee List Use Terms (2027) through a click-to-accept checkbox on the list access page. All outreach must relate to CMF 2027.

Are travel or expenses covered for sponsor-provided speakers?

No. CMF does not pay honoraria, travel, lodging, or expenses for any speaker. Sponsors are responsible for all costs of their speakers.

What happens if our representative behaves unprofessionally after the event?

The CMF Code of Conduct covers emails, texts, and off-site interactions that arise from CMF introductions. Abusive, harassing, or egregiously unprofessional communication may result in termination of sponsorship privileges and a permanent ban from future CMT events.

CMF ATTENDEE LIST USE TERMS (2027)

Applies to all sponsors and exhibitors who access the CMF 2027 attendee list · Part of the CMF Sponsorship Agreement (2027) · Contact: editor@conciergemedicinetoday.org

USE OF THE CMF 2027 ATTENDEE LIST IS SUBJECT TO THESE LIST-USE TERMS, WHICH APPLY IN ADDITION TO the CMF Sponsorship Agreement: Terms, Conditions & Rules (2027), published on this page. By receiving, accessing, or using the list, you and your organization acknowledge, understand, and agree to these terms. Access requires accepting these terms through a click-to-accept checkbox.

1. ACCESS

Confirmed sponsors and exhibitors receive access to the CMF 2027 attendee list, which may include speakers, attendees, and sponsor representatives, only after their representative arrives at CMF 2027, checks in, and receives a badge. No pre-event access is provided. The list includes name, prefix or credentials, title, organization, city, and state, and email address only for individuals who opted in. It does not include phone numbers, street addresses, or payment information. Access is provided through a private, password-protected page and is for the receiving organization only. CMF does not sell attendee lists or provide prior years' lists. The list may contain errors or omissions. An updated final version is posted on the same password-protected page on or about November 1 following the event. The link, QR code, and password on the postcard given at check-in provide access to both the on-site and final versions, and Sponsor is responsible for keeping them. Organizer may also email the sponsor's application contact as a courtesy, but email notice is not required, and non-receipt of any email does not extend any deadline, entitle Sponsor to a separate delivery, or create any obligation or liability for Organizer. Final-version access is subject to these same terms.

2. PERMITTED USE (TWO-EMAIL LIMIT, EMAIL ONLY)

• Each recipient may email each individual on the list no more than two (2) times, sent after the list is received at the event and no later than November 16, 2027.
• All messages must relate to CMF 2027 and comply with applicable communication and privacy laws, including CAN-SPAM.
• Every commercial email must include a clear opt-out option.
• Email is the only permitted channel.

3. PROHIBITED USE

You and your organization may NOT:

• Contact any individual on the list beyond the two (2) permitted emails
• Text, SMS, call, or message any individual on the list through messaging apps or social media
• Upload, import, or store the list, or any contact from it, in a CRM, marketing automation platform, email service provider, or any other database
• Add any individual to a newsletter, drip campaign, or ongoing marketing list
• Sell, rent, share, or distribute the list outside your organization
• Use the list to send spam or unsolicited bulk communications

4. DIRECT REPLIES

If an individual responds to your outreach and personally requests further contact, you may continue communicating with that individual based on their request.

5. DELETION

All copies of the list must be permanently deleted by November 16, 2027.

6. LIABILITY

You and your organization accept all consequences, liability, and damages that may arise from your use of the list, and shall indemnify Organizer against claims arising from misuse. Misuse may result in termination of sponsorship privileges and restriction from future CMF participation.

7. ACCURACY

Concierge Medicine Today, LLC makes every effort to ensure this information is accurate. However, the list may contain missing information or errors. Concierge Medicine Today, LLC is not responsible for missing, omitted, or incorrect information provided by registrants, speakers, attendees, sponsors, or their representatives.

SPONSOR CODE OF CONDUCT & BEST PRACTICES (2027)

Applies to all sponsors, exhibitors, and Sponsor Personnel · Incorporated into the CMF Sponsorship Agreement (2027) · Contact: editor@conciergemedicinetoday.org

CMF is an educational, relationship-centered leadership conference. Physicians attend to learn and to meet colleagues, not to be sold to. This Code explains how sponsors protect that trust. It is part of the CMF Sponsorship Agreement (2027). In the event of any conflict, the Sponsorship Agreement controls.

1. PROFESSIONAL CONDUCT

• Treat attendees, speakers, fellow sponsors, venue staff, and CMF staff with respect.
• Harassment, discrimination, aggressive selling, deceptive practices, excessive intoxication, and disruptive conduct are prohibited.
• This Code extends to emails, text messages, digital communications, and off-site interactions that arise from or relate to CMF introductions.

2. EDUCATION OVER PROMOTION: NO ON-SITE SALES

Per Section 9(b) of the Sponsorship Agreement, sponsors may not conduct point-of-sale transactions, accept payment, display pricing, rate cards, or fee schedules, execute contracts or subscriptions, collect payment information or signed order forms, or take orders of any kind (for immediate or future fulfillment) anywhere in the venue.

If an attendee wants to buy: Exchange contact information and follow up after the event.

Permitted: Non-invasive demonstrations, educational discussions, sharing data and use cases, and scheduling follow-up conversations for after the event.

3. DEMONSTRATIONS & CLINICAL ACTIVITY

Per Section 9(a) of the Sponsorship Agreement, the following are prohibited:

• On-site treatments, procedures, or clinical services
• Physical manipulation or any activity involving physical contact with attendees
• Hands-on diagnostic testing, scans, or physiological assessments involving physical contact
• Cosmetic procedures or live "before-and-after" demonstrations on attendees
• Massage tables, treatment beds, or similar equipment

Allowed only with CMF's prior written approval (Section 9(a)(1)): contactless or self-operated measurement devices, brief passive device demonstrations attendees choose to try, and free-entry prize drawings. Conditions: voluntary participation, no touching attendees, results described as general wellness information only, no health data kept without consent, equipment cleaned between users, and no pricing, sales, sign-ups, or follow-up pressure tied to any demo or drawing.

CMF has sole discretion to determine whether an activity is permitted and may require changes or cessation at any time.

4. ACCURATE CLAIMS & COMPLIANCE

• All claims and materials must be accurate and comply with FDA, FTC, HIPAA, CMS guidance, the Anti-Kickback Statute, the Sunshine Act, and state fraud and abuse laws.
• Sponsors may not state or imply endorsement by CMF or Concierge Medicine Today, LLC.
• Sponsors may not state or imply that booth activities or sponsor presentations provide CME or CE credit.

5. STAY WITHIN YOUR SPACE

• Promotion is limited to your contracted exhibit space and sponsorship benefits. Unauthorized solicitation outside that space ("suitcasing") is prohibited.
• Signage and displays must stay within the perimeter of your table or designated signage area. Retractable banners belong behind your table, no wider than 6 feet in total.
• Do not affix signs or materials to walls, pillars, doors, floors, or venue fixtures.
• Do not host competing events targeting CMF attendees during official programming hours without written approval.

6. BE A GOOD NEIGHBOR

• All Sponsor Personnel must be 21 or older. Children and minors are not permitted.
• Each table may be staffed by up to two (2) Sponsor Personnel at a time unless your Sponsorship Confirmation states otherwise. Additional team members must register as attendees.
• Keep devices, monitors, and demonstrations muted. Sound or noisemaking equipment requires written approval from CMF.
• Keep aisles, exits, and walkways clear. Do not run cables across walkways or between tables. Store boxes under your table.
• Butane, bottled gas, propane, and helium balloons are prohibited. All materials must comply with venue rules and fire codes.
• Please do not move chairs from attendee tables to your exhibit table.
• CMF assigns table locations and may move tables at any time. Please don't move your table or relocate to another space without CMF approval.

7. ATTENDEE LIST & DATA

• You receive the list only after checking in at CMF 2027. Email each contact a maximum of two times, 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.
• Do not upload list contacts into any CRM, marketing automation platform, email service provider, or bulk database. Do not sell, rent, or share the list outside your organization.
• If an attendee personally asks for further contact, you may continue the conversation directly.
• All outreach must relate to CMF 2027. Email is the only permitted channel: no texting, SMS, calls, or messaging-app or social media outreach to list contacts.
• Delete all copies of the attendee list by November 16, 2027.
• Full rules: CMF Attendee List Use Terms (2027).
• AI note-taking at your table is permitted only with voluntary leads who consent and in compliance with privacy laws.

8. INSURANCE, PROPERTY & LOGISTICS

• Submit your Certificate of Insurance (Commercial General Liability including products-completed operations, $1,000,000 per occurrence / $2,000,000 aggregate, listing Concierge Medicine Today, LLC as certificate holder and additional insured, policy dates covering October 14–16, 2027) to editor@conciergemedicinetoday.org by October 1, 2027. See the Sponsor FAQs for copy-and-paste instructions for your agent.
• Ship materials only to the venue, following the Sponsor Logistics document provided to confirmed sponsors.
• You are responsible for your equipment, materials, shipping, and return pickup. Items left after teardown may be discarded.

AFTER THE EVENT: YOUR TRANSACTIONS ARE YOURS

• Any agreement you reach with an attendee is solely between your organization and that attendee.
• Honor your own terms and any cancellation or refund rights required by law. Resolve complaints directly and professionally.
• Never state or imply that CMF vetted, approved, or recommended your product or a transaction.
• The Code of Conduct, including its rules on digital communication, applies to all post-event contact.

9. BEST PRACTICES THAT WORK AT CMF

• Step out from behind your table. Attend breakouts and general sessions when you are not staffing your space.
• Lead with listening and education. CMF attendees respond to substance, not pitches.
• Respect a "no, thank you" the first time.
• Follow up after the event with something useful, within the attendee list limits above.

10. ENFORCEMENT

CMF may issue warnings, remove Sponsor Personnel from sessions or the venue, terminate sponsorship, or ban the sponsor from future CMT events. Sponsors removed for violations are not entitled to refunds. CMF's enforcement decisions are final. Report concerns to CMF staff on site or to editor@conciergemedicinetoday.org.

OFFICIAL SPEAKER FAQs, LOGISTICS & PREPARATION GUIDELINES (2027)

Hosted by Concierge Medicine Today, LLC ('CMT') | Contact: editor@conciergemedicinetoday.org

WELCOME TO CMF 2027

The Concierge Medicine Forum (CMF 2027) takes place October 14–16, 2027 at the Forsyth Conference Center in Cumming, GA. This document outlines essential logistics, AV requirements, preparation guidelines, CME/CE disclaimers, and conference policies for all confirmed speakers.

Does CMF offer CME or CE credits for speaker presentations?

No. CMF is the industry's annual business and leadership conference for concierge and membership medicine; it is NOT an accredited Continuing Medical Education (CME) or Continuing Education (CE) provider. CMF does not offer AMA PRA Category 1 Credits™, nursing CEUs, or state licensing credits. Speakers must not state or imply that their sessions grant CME/CE credits, and all presentation materials must maintain a clear distinction between independent, executive education and formal accredited clinical education.

Is there a green room or speaker prep area?

Honestly, no. We’ve designed it that way. And we think that's a unique feature at CMF, not a bug. CMF has never had a green room in all of its years of hosting and organizing this industry conference. Not because there isn’t one or we couldn't find the space, but because the best thing a speaker can do before they take the mic or our stage at CMF isn't sit alone in a back room reviewing notes. It's standing in the hallway talking to a physician who flew from South Africa or Nebraska or drove nine hours to be here. It's grabbing coffee next to the person whose question is going to make your session better. It's being in the room before you're actually in the room.

That's the CMF difference. The speakers who connect with attendees before they speak almost always give better talks. Every single time.

So here's what we recommend instead: Arrive at least 30 minutes before your session. Check in with our A/V team (near the Main Stage in the exhibitor hall), test your slides, and then go be in the room. Walk the back row. Shake a few hands. Find your happy camper.

What are attendees expecting from my session?

Practical, operational, honest. Participants at CMF want to leave with something they can use Monday morning, not a polished presentation loaded with data and stats they'll forget by Tuesday. Your experience and your story are more valuable than any numbers and stats in a slide deck.

Can I change my session title?

Yes, any time before September 1, 2027, when the program goes to print. Just email editor@conciergemedicinetoday.org. After September 1, print changes cannot be guaranteed, but the digital schedule in the CMF Event App can always be updated.

When and where is CMF 2027?

October 14–16, 2027 at the Forsyth Conference Center at Lanier Technical College, 3410 Ronald Reagan Blvd, Cumming, GA 30041.

How long is my session?

Most sessions run 30 minutes. Timing is subject to adjustment as the schedule is finalized. We will keep you updated in the CMF Event App.

What's included when you say yes?

• Two All-Access Passes: You plus one guest (spouse or colleague) receive full 2.5-day conference access. Email guest names to editor@conciergemedicinetoday.org by October 1.
• Pre-Conference Workshop (Thursday): Complimentary access to Membership Medicine 101 or 'All We've Learned About Marketing'. Check-in opens at 8:30 AM ET; box lunch included.
• Included Meals: Thursday box lunch, Friday hot buffet lunch, and Saturday continental breakfast. Snacks provided daily.
• Evening Activities: No cocktail reception or organized evening events are planned; evening activities outside the venue are strictly on your own and at your discretion.

Will my presentation be recorded, photographed, or captured by audience members?

CMF is a live, public professional conference. CMT may record, livestream, and use AI transcription and note-summarization tools (such as Granola, Otter, or similar applications) during sessions. Attendees, media, and fellow participants also snap photos, take notes, and utilize smartphones and AI note-taking applications. CMF does not offer opt-outs or designate no-recording areas. Per the CMF Participation Terms, speakers present voluntarily and assume all risks associated with third-party audience recordings or photos. CMT is strictly released and held harmless from third-party recordings or redistribution.

Slide Preparation, AV Specs & Submissions

• Slide Submissions: Upload your final PowerPoint deck by October 1, 2027 using the CMF slide upload form, or email editor@conciergemedicinetoday.org. Bring two USB thumb drives with your final deck as backup.
• Formatting: PowerPoint (.pptx) preferred; room laptops run Windows. Mac and Keynote users may export to .pptx and upload it, bring it on a USB-A or USB-C thumb drive, or present from their own iPad or laptop with an adapter after testing with A/V. Keep fonts large and readable from the back row. No video clips or MP4 links.
• On-Site AV: Laptop, LCD projector, and microphone provided in every room. Connect with AV tech Wade 5–10 minutes before your slot.

Is travel or lodging covered?

No. Speaking at CMF is voluntary and unpaid. CMF does not provide honoraria, travel, or lodging, and speakers are responsible for their own travel, lodging, and related expenses. This keeps the stage independent: no one is paid to be on it. Your two complimentary All-Access Passes (you plus one guest, age 21 or older) are included.

Do I need to disclose conflicts of interest?

Only if you will mention a company, product, or service you have a financial tie to, such as ownership, employment, consulting, or referral pay. If so, put it on an opening slide or say it when you start. No forms, no email to CMF, and no "nothing to disclose" slide if you have no ties. See the CMF Speaker Participation & Conflict of Interest Agreement.

Can I promote my products or services during my session?

No. Sessions must stay educational and non-commercial. Sales pitches, pricing, and order-taking are not permitted, and CMF may interrupt a session that becomes promotional.

Can I sell to attendees after my session?

Not at the event. Speakers may not sell, take orders, collect payment, or sign contracts anywhere at CMF. You're welcome to share your contact information and follow up afterward. Any business you do with an attendee is solely between you and that attendee, and CMF is not involved in refunds or disputes.

Can I say CMF endorses me or my company?

No. You can say you are a speaker at CMF 2027. Please don't describe yourself, your organization, or your products as vetted, approved, certified, recommended, or endorsed by CMF.

How are speakers selected?

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, products, or business practices, and CMF may consider prior conduct or feedback when extending future invitations.

Does the Code of Conduct apply to speakers after the event?

Yes. It covers emails, texts, and off-site interactions that arise from CMF introductions.

Are meals allergen-free?

No. Food is provided by independent venue caterers and may contain common allergens. Let catering staff know about dietary restrictions, or bring your own meal.

CMF SPEAKER PARTICIPATION & CONFLICT OF INTEREST AGREEMENT (2027)

Applies to all invited speakers, faculty, panelists, moderators, and workshop presenters · Hosted by Concierge Medicine Today, LLC ("Organizer") · Contact: editor@conciergemedicinetoday.org

1. ACCEPTANCE & INCORPORATED TERMS

By accepting a speaking invitation, confirming a session, submitting presentation materials, or presenting at the Concierge Medicine Forum ("CMF"), Speaker agrees to be legally bound by: (a) this Agreement; (b) the CMF Code of Conduct; (c) the CMF General Admission Participation Agreement (2027); (d) the CMF Official Speaker FAQs, Logistics & Preparation Guidelines (2027); and (e) the CMT Website Terms & Conditions. Speakers provided by a sponsor are also governed by the Sponsor-Provided Speaker Compliance Addendum and the Sponsor-Provided Speaker Conflict of Interest Disclosure Policy.

2. NON-ACCREDITED STATUS & CME / CE DISCLAIMER

CMF is the industry's annual business and leadership conference for concierge and membership medicine. It is NOT an accredited Continuing Medical Education (CME) or Continuing Education (CE) provider and does not offer AMA PRA Category 1 Credits™, nursing CEUs, or state licensing credits. Speaker shall not state or imply that a session grants CME or CE credit.

3. EDUCATIONAL STANDARDS

• Sessions must be educational, practical, and grounded in Speaker's operational experience.
• Sales pitches, product promotion, pricing displays, rate sheets, solicitation, and order-taking are prohibited. Organizer may interrupt or end a session that shifts into commercial promotion.
• Speaker shall not disparage physicians, patients, organizations, or other practice models.
• Factual claims and statistics should be attributable to a credible source. Opinion and inference should be identified as such.
• Speaker shall not disclose protected health information or any information that could identify a patient.

4. FINANCIAL RELATIONSHIP DISCLOSURE

If Speaker will mention, recommend, or discuss a company, product, service, or organization with which Speaker has a current financial relationship, Speaker must disclose that relationship to the audience. Relevant relationships include employment, ownership or equity, consulting or advisory roles, board service, speaking fees, royalties, research funding, and affiliate or referral compensation.

• How: On an opening slide or verbally at the start of the session. No written disclosure to Organizer is required, and Speakers with no relevant relationships do not need to make a statement.
• Failure to disclose: Organizer may add a disclosure, modify or cancel the session, or decline future participation.

5. HEALTHCARE COMPLIANCE

Speaker is solely responsible for compliance with applicable laws, including the federal Anti-Kickback Statute (42 U.S.C. § 1320a-7b(b)), the Physician Payments Sunshine Act (42 U.S.C. § 1320a-7h), the Georgia Patient Self-Referral Act, FTC endorsement guidelines, and HIPAA. Statements made during a session are educational only and do not constitute medical, legal, tax, financial, or accounting advice.

6. PRESENTATION LOGISTICS

• Speaker will confirm participation by July 1, 2027.
• Session title changes are accepted until September 1, 2027, when the program goes to print.
• Final slides are uploaded no later than October 1, 2027. PowerPoint (.pptx) is preferred; Mac and Keynote users may export to .pptx, bring a USB-A or USB-C drive, or present from their own device after testing with A/V. Video clips and MP4 links are not supported. Bring two USB drives with your final deck as backup.
• Arrive at least 30 minutes before your session and check in with the A/V team.
• Most sessions run 30 minutes. Timing may be adjusted, and updates are posted in the CMF Event App.

7. SPEAKER BENEFITS & EXPENSES

CMF does not pay speaker honoraria, travel, or lodging. Speakers are responsible for their own travel, lodging, and related expenses.

Why CMF operates this way: No one is paid to be on the CMF stage, and no one pays to be on it outside of clearly disclosed sponsor sessions. This keeps sessions selected for their educational value, keeps speakers independent, and keeps registration costs lower for physicians and care teams.

Confirmed speakers receive the benefits described in the Official Speaker FAQs, including two All-Access Passes (Speaker plus one guest). Guest names are due by October 1, 2027.

8. MEDIA RIGHTS & LICENSE

Speaker grants Organizer a perpetual, worldwide, royalty-free license to record, photograph, livestream, transcribe (including through AI tools), edit, publish, and archive Speaker's name, likeness, voice, biography, presentation, and recorded statements for educational, editorial, promotional, and archival purposes. Speaker retains ownership of Speaker's original presentation content. Speaker represents that Speaker has the right to use all images, data, and materials included in the presentation. Speaker's name, prefix or credentials, title, organization, city, and state will appear in the CMF attendee list provided to sponsors; Speaker's email is included only if Speaker opts in.

9. INDEPENDENT STATUS; NO ENDORSEMENT

Speaker participates as an independent party and not as an agent, employee, or partner of Organizer. Inclusion in the program does not mean Organizer endorses or has verified Speaker's views, claims, products, or services. Organizer does not perform background checks or verify speaker claims. Speaker may not state or imply endorsement by CMF or Concierge Medicine Today, LLC, and may not describe Speaker or Speaker's organization, products, or services as vetted, approved, certified, recommended, or endorsed by CMF or CMT. Speaker may accurately describe themselves as a speaker at CMF 2027.

Limited Selection Review: Organizer selects speakers through invitation or the Call for Proposals based on topic, fit with the CMF audience, and educational value. Selection is not an evaluation of Speaker's credentials, licensure, claims, products, services, finances, or business practices. Organizer may consider prior participation, conduct, complaints, or attendee feedback when extending future invitations, and may withdraw an invitation at any time without giving a reason.

Third-Party Transactions: Speaker may not sell, take orders, collect payment, or sign contracts with attendees anywhere at the event. Any business arrangement between Speaker (or Speaker's organization) and an attendee, during or after the event, is solely between those parties. Organizer is not a party to and does not guarantee any such transaction. Speaker is responsible for honoring its own terms and any refund or cancellation rights required by law, and for resolving complaints directly and professionally.

Conduct: Speaker must follow the CMF Code of Conduct, including its rules on emails, texts, and off-site interactions that arise from CMF introductions.

10. PROGRAM CHANGES, CANCELLATION & SUBSTITUTION

Organizer may change session timing, room, format, or content, or cancel a session. If Speaker is unable to present, Speaker will notify Organizer in writing as soon as possible and provide a qualified substitute who can present the session. Any substitute is subject to Organizer's approval and must accept this Agreement before presenting. Organizer may accept or decline a proposed substitute, modify the session, or cancel it. Organizer is not responsible for Speaker's or any substitute's travel, lodging, or other costs arising from program changes, substitution, or cancellation.

11. INDEMNIFICATION, RELEASE & GOVERNING LAW

Speaker agrees to indemnify and hold harmless Organizer from claims arising from presentation content, intellectual property disputes, undisclosed conflicts, regulatory violations, Speaker's conduct, or any sale, contract, payment, refund, or other transaction or dispute between Speaker (or Speaker's organization) and any attendee. To the fullest extent permitted by law, Speaker releases Organizer from claims arising from participation, except in cases of gross negligence or willful misconduct. This Agreement is governed by the laws of the State of Georgia, and any dispute must be brought exclusively in the state or federal courts serving Forsyth County, Georgia.

12. ASSUMPTION OF RISK, PROPERTY & TECHNOLOGY

Speaker attends as a participant under the CMF General Admission Participation Agreement, including its assumption of risk, food and allergen, and personal property terms. Speaker is responsible for any personal devices and materials. Organizer is not liable for audiovisual, connectivity, or equipment failures.

13. DISPUTE NOTICE

Before filing any claim against Organizer, Speaker agrees to provide written notice describing the issue to editor@conciergemedicinetoday.org and to allow Organizer thirty (30) days to attempt to resolve it informally.

14. SEVERABILITY, ENTIRE AGREEMENT & ELECTRONIC ACCEPTANCE

If any provision is found unenforceable, the remainder remains in effect. This Agreement, together with the documents listed in Section 1, is the entire agreement governing Speaker participation. Electronic acceptance, written confirmation by email, or presenting at CMF constitutes acceptance of this Agreement.

SPONSOR-PROVIDED SPEAKER COMPLIANCE ADDENDUM & CODE OF CONDUCT (2027)

Hosted by Concierge Medicine Today, LLC ('Organizer') | Contact: editor@conciergemedicinetoday.org

1. INCORPORATION OF GOVERNING TERMS & PUBLIC FORUM RELEASE

This Addendum incorporates and is governed by the CMF Sponsorship Agreement, CMF Code of Conduct, Sponsor-Provided Speaker Conflict of Interest Disclosure Policy, CMF General Admission Participation Agreement, and CMT Website Terms & Conditions. In the event of conflict, the CMF Sponsorship Agreement controls. CMF is a live, public professional conference. Speaker acknowledges that in an open venue, it is operationally impossible for Organizer to monitor or restrict third-party smartphone photography, audio recording, or automated AI note-taking engines by attendees.

2. CME / CE DISCLAIMER & NON-ACCREDITED STATUS

Speaker acknowledges and agrees that CMF is the industry's annual business and leadership conference for concierge and membership medicine and is NOT accredited to provide Continuing Medical Education (CME) or Continuing Education (CE) credits. Speaker shall not represent, advertise, or imply that presentation content qualifies for CME, CEUs, or formal state licensing credits.

3. EDUCATIONAL STANDARDS & NO ON-SITE SALES

Sponsor Speaker presentations must maintain an educational focus. Sales pitches, pricing displays, rate sheets, and promotional order-taking during presentations are strictly prohibited pursuant to Section 9(b) of the CMF Sponsorship Agreement. Organizer may interrupt or terminate presentations shifting into commercial promotion.

4. HEALTHCARE COMPLIANCE LAWS & INDEMNIFICATION

Sponsor and Speaker are solely responsible for compliance with the federal Anti-Kickback Statute (42 U.S.C. § 1320a-7b(b)), Physician Payments Sunshine Act (42 U.S.C. § 1320a-7h), and Georgia Patient Self-Referral Act. Sponsor and Speaker jointly indemnify and hold harmless Organizer from all claims arising from presentation content, regulatory breaches, or third-party interactions.

5. COMPENSATION & EXPENSES

Organizer does not provide honoraria, speaking fees, travel, lodging, or expense reimbursement to Sponsor Speakers. Sponsor is solely responsible for all Sponsor Speaker compensation and expenses.

6. SUBSTITUTION

If a Sponsor Speaker is unable to present, Sponsor will notify Organizer in writing as soon as possible and provide a qualified substitute speaker. Any substitute is subject to Organizer's approval and must accept this Addendum, the Sponsor-Provided Speaker Conflict of Interest Disclosure Policy, and the CMF Code of Conduct before presenting. Organizer may accept or decline a proposed substitute, modify the session, or cancel it. Substitution or cancellation does not entitle Sponsor to a refund or credit except as stated in the CMF Sponsorship Agreement.

SPONSOR-PROVIDED SPEAKER CONFLICT OF INTEREST DISCLOSURE POLICY (2027)

Applies to all speakers presenting through a sponsorship benefit or employed, contracted, or compensated by a CMF sponsor · Contact: editor@conciergemedicinetoday.org

1. PURPOSE & SCOPE

CMF attendees deserve to know when a session is presented by, or connected to, a company that sponsors the conference. This Policy applies to any speaker who presents through a sponsorship benefit or who is employed by, contracted by, or compensated by a CMF sponsor or exhibitor ("Sponsor Speaker"). It supplements the Sponsor-Provided Speaker Compliance Addendum (2027). In the event of conflict, the CMF Sponsorship Agreement (2027) controls.

2. WHAT TO DISCLOSE

Each Sponsor Speaker discloses the following to the audience under Section 3. A separate email to Organizer is not required:

• The Sponsor Speaker's relationship with the sponsor (for example, employee, owner, contractor, or paid consultant)
• Whether any product or service discussed is offered by the sponsor

3. DISCLOSURE TO THE AUDIENCE

The Sponsor Speaker must display a disclosure slide at the start of the session and state the relationship verbally. Example: "I am [title] at [Sponsor], which sponsors CMF and offers products related to this topic." Organizer may identify the session as sponsor-provided in the printed program and the CMF Event App.

4. CONTENT STANDARDS

• Presentations must remain educational. Sales pitches, pricing, rate sheets, and order-taking are prohibited under Section 9(b) of the CMF Sponsorship Agreement.
• Product references must be limited to what is necessary for educational context.
• Claims must be accurate and supported by credible evidence. Do not disparage competitors, physicians, or other practice models.
• Do not state or imply that the session provides CME or CE credit.

5. ORGANIZER REVIEW

Organizer may request slides in advance, require changes, decline a presentation, or interrupt or end a session that does not comply with this Policy.

6. REGULATORY COMPLIANCE

Sponsor and Sponsor Speaker are solely responsible for compliance with the federal Anti-Kickback Statute, the Physician Payments Sunshine Act, the Georgia Patient Self-Referral Act, and FTC guidelines. Sponsor Speakers may not offer attendees gifts, payments, or inducements tied to purchases or referrals.

7. NON-COMPLIANCE

Failure to disclose or comply may result in session modification or cancellation, removal from the venue, termination of sponsorship benefits without refund, and restriction from future CMF participation.