Association Management

Our Full-Service Association Management Services

We offer full-service management as well as custom partial solutions depending on the needs of the client.

Executive Management & Board Governance

Executive management and guidance
Develop agendas with the president and participate in and manage board and executive committee meetings
Participation in strategic planning and implementation of the strategic plan
Policy development and maintenance
Record-keeping
Liaise with attorneys and strategic facilitators
Committee management
Support activities of liaison organization affiliations
Annual business meeting management and elections
Implement all programs, initiatives, and special projects approved by the board

Membership Services

Annual renewals, dues processing and reports
Management of member benefits (affinity programs, journal subscriptions, etc.)
New member recruitment and current member retention
Database management
Communication with members (answering questions via phone, email, social media)

Integrated Communications

Communications and marketing strategy development and execution for various stakeholders (members, patients, related organizations, media, legislature)
Newsletters and e-blasts
Management of social media and website
Traditional public relations (press releases, media outreach, interviews, etc.)
Information systems and technology services

Education, Programs & Products

Development and support of programming aspects of education
Adherence to ACCME policies for CME activities
Speaker and poster presenter management, including abstract submission process, speaker communications, and collaboration with program committee
Provide technical support to online education and webinars
Prepare attendee collateral and program books
Manage post-meeting aspects including evaluation survey
Manage awards program

Meetings & Exhibits Management

Holistic meeting site vetting for final site selection and negotiation, including site research visits and presentation of final proposals to the board
Contract review and negotiation
Complete program management including conference timeline, all logistics, including management of contracts with local providers
Prepare meetings specs and review catering/banquet event orders
Coordinate and oversee full exhibitor program from inquiries, solicitations, contracts processes, exhibit space assignment, and collection of booth rental fees
On-site management
Post-meeting reports

Registration Services

Meeting attendee and exhibitor registration services
Develop customized online registration micro websites to capture relevant data and fees
Prepare and distribute notices, invoices, and confirmation letters
Quality control registration data
Arrange for equipment and local personnel for on-site registration, including receipt of fees and badge production
Develop conference app
Produce and distribute final event registration roster and reports
Produce certificates of attendance and CME certificates

Fundraising & Corporate Support Management

Manage corporate support programs
Support the development of multi-level fundraising programs with alignment to mission and values
Develop and distribute marketing packages for supporter solicitation
Develop and support corporate sponsorship and giving programs according to established policies and sensitivities to the field with board cooperation and approval

Financial Services

Annual budget development and adherence
Maintain financial controls
Monthly or quarterly financial statements and bank statement reconciliation
Bank account management
Accounts payable and accounts receivable
Annual governmental filings
Assist with investment advisor management
Assist with independent auditor

General Administration and Headquarters Office

Maintain the office, mailing address, telephone, voicemail, fax, and e-mail addresses
Operate office from 9:00 a.m. to 5:00 p.m. Central Standard Time/Chicago
Use of conference room for meetings at headquarters as needed
Maintain organizational office supplies, archive materials onsite or in storage and keep “Critical Documents File” of key legal and operating documents
Manage headquarters communications and respond or route inquiries as appropriate
Headquarters administrative lead will coordinate across organizational structure as needed

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Our Other Services

We’ve developed effective and dynamic strategies for navigating every aspect of association, meeting, and project management. We’d like to share those strategies with you.