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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
  • 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, and e-mail addresses
  • Operate office from 9:00 a.m. to 5:00 p.m. Central Standard Time/Chicago
  • 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.

Consulting

Project-based consulting on every aspect of association management.

Just a few of our satisfied clients.

We have a proven track record in driving growth and building sustained success for our clients.