Association Management Services

Day-to-day customer service and administrative support. Our team ensures that records are maintained and responds to customer service inquiries in a timely manner.

Specialized expertise in the management of professional certifications and can support the administration, operation, and governance of certification programs. We support clients in managing the key supplier partnerships required for effective certification delivery including liaising with psychometric services, and examination delivery providers.

We have extensive experience in executing a variety of events including board and committee meetings, educational workshops, conferences, trade shows, special event galas, golf tournaments, webinars and virtual meetings. With our knowledge of what works and our years of experience handling events, we will ensure you achieve a cost-effective event, which is not only memorable for its content and organization, but also succeeds in delivering your message.

We can support a range of financial services, including bookkeeping, budgeting processes, sponsorship program management, and fundraising support. We assist in preparation and management of annual budgets and prepare financial reports for the board. We will work with an organization’s accounting/audit firm for preparation of the annual statement and government filing.

We support the optimization of governance by contributing to the effectiveness of boards and committees, advising boards on issues, advising on organization bylaws and policies, maintaining accurate records including minutes, establishing an effective policy framework and working with the board to manage risk.

We offer a centralized office solution with a dedicated phone line and voice mail, mailing address, and a dedicated team without the overhead of a staffed office. All for the fraction of the cost of a stand-alone office. more at a fraction of the cost of a stand-alone office.

Management of the publication of association newsletters, marketing material, press releases, and other traditional communication tools. In addition, we have the capability to manage and host client websites, and to support social media efforts to achieve the organization's communication objectives.

Membership satisfaction is key to your success and we focus on customer service every day. We understand the value of responding to members and potential members in a professional manner, listening to their needs and providing the information requested. Our team knows that maintaining membership records is essential and have processes in place to keep records organized.

We have a proven track record of building relationships with key interested parties for client associations. Strategic partnerships generate revenues to offset costs of running the organization. Our team can assist in the development of a partnership prospectus, work with the organization on identifying and following up with strategic partner prospects, prepare sponsor agreements and track benefits and fulfillment.