Member Services & Support Members’ perceived value is a key measure of an association’s strength. Through continual review of member offerings, we work to enhance the relevance, utility, and timeliness of all membership benefits. Member value is supported through comprehensive benefits; accurate database administration; dues tracking and collection; new member outreach; community involvement; and frequent communications. Strategic membership recruitment drives associations growth and development.

Board Management A strong leadership team can move an organization forward by leaps and bounds. We work closely with volunteers, officers, and directors to help shape the association and prepare it for future growth. We are recognized for our abilities in strategic planning, and work closely with leadership to guide the organization along the path to success. We provide all levels of leadership administration including coordination, staffing, and agenda planning for Executive Committee, Board of Directors, and committee meetings and retreats.

Financial Management We have extensive experience in non-profit finance administration, including annual budgets, financial statements, accounts payable, accounts receivable, tax filings, investments, general banking, and account reconciliation. We can provide these services in-house or advise and assist association treasurers as needed.

Non-Profit Association Compliance The federal laws such as Sarbanes-Oxley and the Internal Revenue Service Code regulations that require compliance by all businesses and non-profit associations can be difficult to understand and even harder to integrate into your society’s governance structure. These standards are designed to protect your association and its leaders, but require expertise and administrative resources to manage effectively. We have extensive experience in these areas. We are proficient in achieving and maintaining compliance with national standards required by Sarbanes-Oxley guidelines and IRS regulations. We will guide and assist your Board in the development and implementation of the necessary policies and procedures, governing documents, insurance policies, and internal controls designed to comply with these regulations and safeguard your assets.

Conference Management We recognize that successful event management is a path to increased member satisfaction, financial growth and stability, and industry recognition. Whether your association puts on small seminars or large conferences, our events team can professionally manage the planning and logistics from soup to nuts. We have experience in venue coordination and contracting; promotional material design and production; strategic marketing; budgeting; speaker planning and logistics; exhibitor solicitation and coordination; and more, to maximize the attendees’ experience and revenue for your association.

Professional Continuing Education Our specialized experience as an accredited provider for continuing education brings a wealth of knowledge to the planning table. Our team is well versed in the processes and requirements for continuing education accreditation, compliance, standards for commercial support, educational grant application processes, and outcomes measures.

Communications Two-way communication with members is a path to success for any association. We have broad experience in professional communications, including newsletter writing, editing, and publishing; graphic design and print production; website content management; electronic communications; and individual communication with members and leaders. Our frequent communication updates and alerts keep your members informed about issues and appreciative of the job you are doing for them.

Charitable Foundation A charitable foundation can bring your association and profession into the forefront of the community. We have experience with the creation, development, and administration of 501(c)3 charitable foundations. Our experience includes establishing foundations and securing the IRS designation; donation processing and tracking; branding and marketing; finance and tax administration; donor relations; and design of collateral materials. We can help you initiate your grant programs and develop procedures for charitable giving.

Rules & Regulations The policymaking process can be difficult to navigate. We are experienced in the procedures, rules, and protocol for work in the legislature and administrative agencies. Once a statute is enacted, state agencies begin the process of rules and regulations development. Oftentimes, the rules and regulations can have a more direct impact on your profession than the state law. We are adept in guiding organizations through the process and preparing them to testify on regulatory issues before state agencies. We often appear on behalf of our clients.

Issue Management We define policy issues important to your organization, align objectives, create goals, and engineer a roadmap to success. Through gathering the right information to make the best possible case for your issues as well as knowing what is behind the opposition’s position, we are able to steer the policymaking process toward positive results.

Member & Leader Involvement Changing public policy is most successful when those who are directly impacted get involved. We know how to engage members and leaders in the policymaking process, whether it’s preparing for committee testimony, launching a call-to-action campaign, organizing “Capitol Hill Days,” or facilitating face to face interaction with legislators.

Communications We keep your members informed of the legislative and regulatory developments relevant to your industry and profession. Through up-to-the minute alerts, calls to action, and online tracking of legislation, members will be kept abreast of changes that matter to them.

Fundraising & Political Action Committee We recognize that successful event management is a path to increased member satisfaction, financial growth and stability, and industry recognition. Whether your association puts on small seminars or large conferences, our events team can professionally manage the planning and logistics from soup to nuts. We have experience in venue coordination and contracting; promotional material design and production; strategic marketing; budgeting; speaker planning and logistics; exhibitor solicitation and coordination; and more, to maximize the attendees’ experience and revenue for your association.