Association
Management Services
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Administrative Consulting
- Provide all
services relative to the administrative matters of the association,
including managing general correspondence, establishing annual
central files for the association, database maintenance and
performing the daily activities needed to carry out the policies of
the association.
- Plan, notice and
attend all meetings of the Executive Committee, Board of Directors,
Special and Standing Committees and membership of the association.
Provide reports on the status of association matters and minutes of
the previous meeting.
- Maintain the
permanent records of the association including the minutes book,
corporate filings and tax records of the association.
- Negotiate, review
and maintain copies of all contracts with the association.
- Develop a planned
year of action for the association.
- Develop and
distribute messaging materials highlighting the ethical standards
adopted by and adhered to by the members. Distribution shall include
elected officials, regulators, industry leaders, coalition members
and the media.
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Membership/Member Benefit Development
- Review, develop
and advise the Board on a comprehensive member benefit program.
- Contract with
member benefit providers and prepare collateral materials outlining
the benefit programs.
- Develop a
membership policy, including various categories of membership
criteria, and provide membership status reports to the association.
- Develop a dues
policy, billing structure and membership application for the
association. Perform all dues billings, update payment information
and collect outstanding dues.
- Develop a
membership marketing plan, attendant member informational materials,
and an industry and public identity for the association.
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PAC Formation/Marketing
- Create all
materials relative to the formulation of an association Political
Action Committee (PAC
- Maintain the
financial records of the PAC, report to the Committee on donations
and requests made to the association. Assist with efforts to solicit
participants in the PAC.
- Prepare and file
quarterly campaign finance reports as required by law for the PAC.
- Provide notice of
opportunities to support public officials through PAC events.
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Publication Production
- Create an annual
publication plan and schedule that advances the planned year for the
association.
- Create, produce
and disseminate various types of communication products such as
newsletters, legislative updates and an annual report.
- Solicit, invoice
and collect publication advertising and/or sponsorships.
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Budget and Finances
- Prepare and
maintain an annual budget for the association. Open an association
operating account and PAC account, process all deposits and payables
for the Treasurer, balance monthly statements and maintain the
checkbooks.
- Create and
maintain the financial records for the purpose of preparing required
tax filings.
- Prepare a monthly
treasurer’s report and budget update for the Board of Directors.
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Association Launch
- Develop collateral
materials, including press releases and informational articles, to
announce formation of new professional association. Distribute to
trade and public media including print and electronic outlets.
- Distribute
official announcements to list of all potential members meeting the
membership criteria requirements.
- Distribute
announcements to appropriate legislative and regulatory leaders
involved with industry issues.
- Plan, develop and
execute public events in conjunction with industry meeting such as
NAIC, NCOIL, etc.
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Seminars, Informational Meetings and Test Facilitation
- Develop a planned
year for association seminars, meetings and test facilitation,
including geographic and scheduling diversity.
- Prepare and
distribute marketing materials promoting association programs to
identified participant groups.
- Provide all
program planning, site facilitation, presenter coordination and
event registration.
- Provide financial
reports on profit and loss of all programs of the association.
- Coordinate with
regulators to facilitate industry professional testing. Develop
strategic plan and advocacy efforts for creating standard testing,
as opposed to different state non-reciprocal requirements.
- Plan, market and
execute testing opportunities for members.
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Coordinate Association Visibility at all Industry National Meetings
- Develop and
coordinate association positions for presentation at working groups
within the national industry meetings.
- Create association
marketing and messaging materials for industry meetings and provide
an opportunity for association leaders to advance the goals and
objectives of the association within the context of scheduled
activities.
- Facilitate
opportunities at industry events for association leadership to
introduce association objectives and interact with key regulators,
industry leaders and potential members.
- Develop
opportunities within the scheduled activities of national meetings
to advance relationship and coalition building efforts among other
related industry association leaders.
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