Association Management Services

As the premier nonprofit management service in the Pacific Northwest, SBI is known for providing innovative solutions to manage and grow nonprofit organizations. By utilizing cutting-edge technologies to improve member communications and services, SBI provides expert website and database solutions, event management, financial management, strategic leadership support and unparalleled customer service to all clients and members. Whether it is event management, strategic planning, social media, or technology – we look to provide affordable, efficient and user friendly solutions every time.

Member Services

  • Home office and headquarters, supporting all administrative needs
  • Customer service support to all members and donors
  • Marketing and communications planning and execution
  • Design and conduct campaigns for new memberships and renewals
  • Maintain membership records and organization archives
  • Certification management
  • Donor relations management

Executive Services

  • Full Executive Director services and counsel to association leadership
  • Implementation of strategic initiatives, programs and policies
  • A CFO to insure strong financial foundations
  • Visionary leadership for evolving associations
  • Liaison with national offices, other chapters or branches
  • Board development and orientation
  • Strategic planning
  • Bylaws creation, review and revisions
  • Crisis management
  • Oversight of association staff

Marketing & Communications

  • Membership marketing plans and communications calendars
  • Public relations
  • Branding and design
  • Website design and management
  • Social media strategy
  • Event marketing campaigns
  • Writing and editing
  • Direct mailing campaigns
  • Sponsorship development and stewardship

Technology Solutions

  • Design and maintain professional websites
  • Customize and maintain CRM databases, donor records
  • Social media integration
  • Consolidate and simplify operations
  • Provide online registration for events and programs
  • Implement teleconferencing, videoconferencing and webinars
  • Research and manage custom tools such as job boards, mobile apps, and resource libraries

Event Management

  • Organize and support board and committee meetings
  • Plan, publicize and execute conventions, trade shows, award ceremonies and special events
  • Manage conferences, teleconferences, video conferences and webinars
  • Coordinate workshops and training sessions
  • Provide onsite event management and staffing

Financial Management

  • Handle all day-to-day bookkeeping operations
  • Create and prepare realistic budgets
  • Suggest creative ways to generate revenue
  • Use proven methods to monitor and control costs
  • Develop and generate financial reports
  • Coordinate with accountants for annual tax filings and audits
  • Recommend pricing policies for dues, conferences and member services
  • Track donor contributions
  • Handle all state and lobbyist reporting
  • Secure maintenance of records