Association Management

In the beginning, we were primarily an event & conference planning company. Over the years, our member-based association partners have been extremely pleased with our conference planning services. Because of this, we have continuously expanded our scope to include full-scale association management. Today, we provide various levels of professional services tailored specifically to each organization’s needs.

-Schedule and secure travel/logistical accommodations for board meetings (remote & in-person)

-Facilitate board report and agenda item collection/distribution

-Attend board meetings and act as secretary as needed

-Participate in strategic plan development and implementation

-Complete office support including dedicated phone, voicemail and document storage

-Provide marketing and website support

-Manage accreditation and continuing education

-Receive/process all renewal/new memberships via mail, fax or online & coordinate member communications/updates

-Proactively solicit membership renewal notices and provide all corresponding communication (confirmations, etc.)

-Implement ideas to grow membership and provide clear membership benefits to enhance membership retention

-Facilitate member benefits such as awards, scholarships, and grants

-Logistic support for webinars

-Email, phone, general office support 8:00 AM – 5:00 PM EST

-We use a variety of web-based member software

-Periodically provide requested reports (membership, financial, event)

-Issue deposit report complete with banking receipts monthly

-Periodically provide backup of database

-Electronic storage of historical/fiscal documents / maintained on a trio of servers throughout the United States

-Schedule automatic daily backup of membership database

-Perform routine maintenance of database to ensure integrity of data

-Storage of any physical items

-Transition accounting file into QuickBooks Enterprise Solutions

-Establish new bank accounts or maintain existing accounts as directed

-Manage all aspects of accounts receivable and payables

-Provide reports to Director of Finance / Treasurer on a monthly or quarterly basis (as agreed upon), including but not limited to: monthly bank and credit card reconciliation statements, budget vs. actual reports, asset balance summary, CD summary reports

-Prepare Annual Operating Budget for review and approval by Finance Committee / Support and assist the Director of Finance / Treasurer in the management of the approved budget

-Disperse scholarship and research grants as directed

-Set up a Merchant Account to manage online payments and credit card payments

-Establish American Express Account to pay expenses and create a rewards program

-Manage, Reconcile and Report all financial statements on a monthly basis

-Assist Director of Finance/ Treasurer in reviewing and implementing investment options