How to Know When Your Association Needs Help from a Professional Accountant

By |2020-11-18T15:53:33-06:00October 17th, 2019|

There are many challenges in managing an association. Especially a small one that doesn't have endless resources or a need for numerous full-time staff members. For a small association in particular, the accounting most likely does not require the work of a full-time accountant. However, it's still important to [...]

How to Prepare for your Association’s Annual General Meeting

By |2020-11-19T10:35:46-06:00October 3rd, 2019|

All associations are required by law to hold an annual meeting of members, or Annual General Meeting (AGM) yearly. The AGM is to be held within six months of the association’s year end. The purpose of the AGM is for the membership to approve the financial statements of the [...]

The Importance of Staying on Top of Association Trends

By |2020-11-19T10:43:43-06:00September 26th, 2019|

Every industry has trends that affect the future of the industry and its stakeholders. In association management it is very important to stay on top of trends and to implement change to the association while having little disruption. How do trends positively influence associations and why is it so [...]

The Importance of a Standard Operating Procedures Manual in Association Management

By |2020-10-21T15:14:18-05:00September 5th, 2019|

One of the key ingredients to an association’s success is having policies and procedures set in place. In order to maximize client and member satisfaction, it is important to ensure that policies and procedures capture the necessary information and are kept up to date. Imagine a scenario where an [...]

How to Determine When to Introduce a New Program or Service to Your Association

By |2020-10-14T15:54:38-05:00August 22nd, 2019|

Members of associations across all professions are finding it increasingly difficult to rationalize membership and return on investment in belonging to an organization. Associations need to identify the needs of members and adapt operations to what necessitates paying annual dues. Many times, it is either necessary to implement a [...]

Less is More: Facilitating Association Board Meeting Productivity

By |2020-10-14T14:45:12-05:00July 23rd, 2019|

As an association leader, have you ever been asked to make a decision, but you were provided with too many options to choose from? This can happen in everyday life too. Whether it be choosing a dish from a multi-paged menu or selecting a new show to watch on [...]

Boost Your Association’s Financial Knowledge

By |2020-10-21T15:15:50-05:00July 18th, 2019|

One of the things I have noticed in my experience as an accounting manager is that when it comes to association finances, in many cases the only people familiar with them are the finance staff and board members. Most of the time this is because that is how it’s [...]

Back to the Basics: Being an Association Board Member

By |2020-10-14T15:24:32-05:00June 13th, 2019|

Are you contemplating becoming a board member for an association, but have never sat on a board before? Are you unsure of the role of the board and responsibilities of a director? In this article I go back to the basics and review what a board is, the functions [...]

Your Association’s Digital Footprint: The Benefits of Digital Marketing

By |2020-10-14T15:24:53-05:00June 6th, 2019|

The world has gone digital, so it is important to ensure associations communicate digitally to ensure the message is received by members and stakeholders. Many talks I attend these days speak about the importance and measurability of digital channels to get your message out to your stakeholders. It may [...]

Managing Remote Association Teams

By |2020-10-21T15:16:58-05:00April 25th, 2019|

National and international associations by their nature are accustomed to managing projects with a remote workforce, whether that is volunteers or staff. As our team of association professionals has grown, it has meant that all our staff are no longer working from our association management company’s office, rather we [...]

Go to Top