
OUR SERVICES
WHAT WE DO BEST
One of the easiest ways to explain association management is to compare it to a restaurant menu.
As an association, you are the customer. You pick and choose what you need, what you want and what you wish to pay for. Rather than food, you select from services.
Appetizers (examples)
Meeting Planning
Committee Support
We assist in agenda development with the committee chair, facilitate communications with committee members, the board, and the membership. We follow up on actions items and ensure that projects and committee tasks are advancing foward.
Communications Support
We maintain connection for your association and its members and potential members through compelling and targeted marketing through your website and social media pages.
Main Course (examples)
Administration
We provide phone answering services. Collect, open, process mail. Provide timely communications. And maintain current records and files.
General Management & Governance
We facilitate board action. Attend meetings deemed appropriate. Communicate with leaders to develop agendas. Assist in agenda development with the president.
Dessert (examples)
Financial Management
We establish and maintain a system of checks and balances for cash management satisfactory to the treasurer and executive committee’s approval. Assist in forecasting, budgeting, and managing financial resources. Process deposits and disbursements in accordance with association’s policies and procedures. Issue invoices and timely financial statements. Coordinate with accountant and provide information necessary to have tax returns prepared and executed.
Networking Events
Creating, organizing, marketing, and managing golf tournaments. Puppy breaks, conversation café, fishing tournaments, networking dinners, educational seminars, and Zen den gatherings.
