what we do
General Management and Administration: We provide administrative services to handle all of the day to day work of the association. As your Executive Director, we will report to the Board of Directors, and support your membership to answer questions and provide information requested. This includes supporting internal association committees with information concerning membership lists, program attendee reports, financial reports and surveys.
Association Program and Meeting Planning: We assist in all of the planning and preparation of association events. We act as the liaison with the program venues and this includes coordinating with the venues to determine location, contract negotiations, and food and beverage requirements. We coordinate meeting room setups, menus and audio/visual equipment needed for all functions. We prepare name badges for all attendees and speakers and provide onsite event support at the meetings and events.
Monthly Board Meetings: We send out calendar entries to board members and other communications needed ahead of the meeting. We work with the President/Chairman to determine the meeting agendas. We attend all board meetings and take meeting minutes for each meeting and answer any questions the Board may raise.
Membership Services: We manage the membership databases, process membership applications, prepare and send out dues renewal notices and follow up with all accounts receivable.
Planning and Policy Development: This includes ensuring that the association has written policies that are used to govern the association. We define and utilize a formal planning process for upcoming programs and events. We help outline plans for committee activity by arranging timetables, objectives and available resources.
Maintain Records: We establish and maintain electronic filing systems. All bank statements, invoices and reports are retained in the association office for a period of not less than seven years. We follow record keeping procedures and retention policies in accordance with IRS Guidelines.
Social Media Planning and Management: Our staff works with your organization’s Committees to assist in planning, creating, and publishing on social media platforms.
Website: We make sure that the association website is always up to date and web postings are accurate. In addition, we continually audit the website to ensure a user-friendly navigation complete with useful resources.