
- Executive management
- Administrative management
- Financial planning and budgeting
- Strategic planning
- Membership development
- Meeting/convention/ trade show management
- Marketing
- Bookkeeping
- Communication services
- Education and professional development
- Technology and website support
- Statistical research, spreadsheets and database management
- Custom project management from concept development through final reporting
- Everyone does what they do best – Leaders are free to concentrate on policy issues instead of administrative tasks.
- Sharing resources with other groups allows for a high level of professionalism, management expertise, and technology that might not be affordable otherwise.
- Get only the services you need. Our company customizes staff activity to meet your needs.
- Maintain continuity through changes in board leadership.
- More and more groups do business virtually, eliminating the need for office overhead, full-time staff, and expensive benefits programs.
- Central Office Facilities: Maintain daily office, answer telephone, receive shipments; maintain calendar of events, central member files, supplies; serve as registered agent; supply meeting space; service email inquiries.
- Membership Inquiries/Communication: Maintain/update membership marketing materials, respond promptly to telephone and email; mail and email membership materials, applications and letters to prospects; add prospects to database; implement membership promotion plans.
- Membership Processing: Receive and record applications; process membership applications and welcome letters; maintain membership directories; maintain member files: payments, applications, related records; report on membership at Board meetings; develop and update membership database.
- Financial and Bookkeeping: Establish and maintain financial accounting system; collect income from dues, workshops, seminars, meetings, advertising; record and deposit all cash, check, and card payments; bill receivables; prepare budget; recommend and monitor investment decisions; monitor actuals against budget; issue checks; maintain journals, ledgers; balance accounts; prepare financial reports; prepare for external audit; file annual reports.
- Membership Meetings: Negotiate contracts; interface with committee; prepare budget; inspect and select venues; arrange logistics; schedule and make arrangements for speakers, special guests and council members; prepare and mail promotional and registrant confirmation materials; receive and record reservations; communicate with venue, prepare badges for pre-registrants; prepare board and speaker material packets; prepare certificates, plaques, gifts for speakers; handle on-site registration and monitor logistics; prepare final attendance report; make deposits, render invoices.
- Board Meetings: Prepare Board packets including agenda and mail prior to meetings; make logistical arrangements; record minutes of meeting and distribute; maintain minutes files.
- Standing Committees/Ad Hoc Committees/Task Forces: Support plans of committees including marketing, strategic planning process; support new business referral service; support insurance and printing programs, awards committee programs.
- Web Site Services: Develop, support and update website and email system.
- Directory: (hard copy or online versions) Maintain and update directory; mail membership renewals, update forms; oversee production and distribution.
- Government Affairs: IRS 990; monitor status; communicate with IRS and legal; work with members and accounting professionals to ensure accuracy.
- Education and Accreditation: Establish educational programs, maintain calendar of seminars, establish certification benchmarks, develop credentialing program from concept to testing and score tracking. We also plan and coordinate educational symposiums or events.
