Administrative and Financial
Our expert financial department can provide your association with
the following services:
- Existing or custom designed chart of accounts
- Ledger preparation customized to meet your exact needs
- Trained and bonded accounting staff
- Low-cost, outside CPA audits to guarantee all accounting procedures
- Ongoing consultation with association treasurer
- Timely financial reports
- Realtime Staff Hour Reporting to keep clients costs low
Chapter Management
Local support groups are a key asset or a dynamic addition
to any association. We can assist you with:
- Establishment and/or maintenance of your local chapters
- Promotion of chapter development
- Newsletters and other publications for chapters
- Planning communications between chapters
- Initiating and facilitating a chapter awards program
- Establishment of a speakers bureau for local chapter meetings
- Assistance in training of chapter officers
- Over 150 chapters currently managed
Executive Board Management
An assigned Association Manager is the central contact
for the Executive Board of Directors and Committee Chairs.
- Daily Management
- Provide quotes on outsourced projects
- Develop policies and procedures for member functions
- Communicate with Board of Directors via email, dedicated
list servers, and phone calls
- Solicit Board approval on executive decisions
- Clerical services for the Board and committees
- Routine requests and inquiries from members
- Monthly reports to President
- Guide and Train Chapter Offices
- Statistical analysis of Members
- Board Meetings/Annual Conference
- Site selection and contract negotiation for Board Meetings
- Menu selection and pricing
- A/V equipment coordination
- Agenda coordination
- Registrar
- Ship booth and materials for conference
- Coordinate personnel for booth
- Conference giveaways/premiums
Membership Management
Associations are always looking for better ways to manage
their membership lists. Our state-of-the-art equipment allows for
the most efficient processing for membership maintenance.
- On-line membership sign-up, renewals and profile maintenance
- Statistical analysis of your members
- Prompt, efficient and cost-effective invoicing and billing
- Membership certificates and identification cards
- Membership kits
- Membership retention and recruitment reports
- Membership directories
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