Services

Executive Level Management Many associations have an executive director and other staff to support their organization’s daily functions as well as special activities. For smaller associations, the costs of dedicated staff and an office may be too great. Our company can house your office and provide you with staff. Contract with us for the amount of executive level management you need.

Key Benefits and Functions of Executive Level Management

• Provide management and business counsel to your board and committees
• Provide fiscal planning and budget analysis
• Represent the association in important business matters and correspondence
• Meeting management

Key Membership and Database Management Services

• Maintain the database with updates and appropriate information (event attendance, demographic, geographic, corporate profiles, etc.)
• Manage all aspects of membership including, but not limited to, new membership renewals, payments, directory maintenance, introduction of new members, etc.
• Provide special queries and reports to study and analyze data files
• Develop membership marketing plans and implement the approved plan to increase membership

Key Financial Services

• Full service bookkeeping including custom financial reporting, tax reports info, investing cash reserves, and more.
• Annual budget preparation
• Contract with accountant as needed

Stay abreast of changing tax laws for associations

Safe handling of all organization funds with established checks and balances

Key Newsletter & Editorial Services

• Collaborate with your newsletter editor or board to produce newsletters with professional editing
• Solicit articles, coordinate ad placements, & arrange printing services.
• Develop or outsource the development of promotional literature

Event Management Services

The annual meeting is often the lifeblood of the organization and the project that requires the most time for your members or staff. Large or small events - let us handle your association or corporate meetings.

Key Meeting Planning Services

• Plan and manage all aspects of successful meetings, both prior to and during the events
• Negotiate agreements including set up, contracts, and design/production of programs with hotels and meeting facilities as well as vendors and speakers
• Provide on-site management during the event
• Coordinate VIP and speaker arrangements
• Prepare reports after an event with financial and participation information
• Maintain required continuing education hours
• Provide a detailed accounting breakdown of income and expenses

Web, Email, Social Media Services

This is our fastest growing area of support. A viable organization should be communicating with their members through new technologies and an eye-catching, up-to-date website.

• Maintain association website
• Keep the organization up to date with new communication technology and programs
• Set up member e-mail group 'list serves' for special-interest groups
• Manage social media for the association (create posts and updates, link to relevant articles, etc.)

• Answering of client’s telephone calls on their individual line or messages taken from our main telephone line
• Clerical services to support the board and the association
• Distribution of minutes and other communications
• Mailing of organizational information upon request
• Data entry into client database