Clients

SBI has a “Team” approach and mentality in dealing with IOA. They go the extra mile in working with the various committees and leadership on tasks, projects, and strategy. It has proven for me to be a very comfortable relationship and one that adds value in ways that IOA has long needed.

Delightful group with whom to work. Has gone to great lengths to understand, assimilate and coordinate the process of our Society.

The SBI team has supported our organization for many years. As running the back-office of a non-profit is a skillset we don’t really have a lot of in our organization, we really could not survive without their support. I would happily recommend their services!

I highly recommend SBI to any association seeking outside management.

This is my first time as president of a professional organization. I was willing to take on this role because I knew that SBI would provide some “institutional memory” and support through transitions.

We love working with SBI! Preparing for and running our annual conference is made simple and straight forward due to their expertise.

The board meeting was fabulous. I think the diversity session was very well-received. The strategic planning session was great and gave us concrete strategic areas to work on going forward.

During the first year…we were able to establish a solid relationship that truly has been fruitful…We look forward to continuing our important work in partnership with the SBI team.

We’ve collaborated on ways to bring expenses under control, streamline and improve processes, and received great advice and counsel about how to deal with a variety of strategic and operational issues.

Working with SBI has provided increased capacity for the Board to focus on setting direction because now our leadership has the time to strategize on the future of a fast-changing profession.

SBI’s technical expertise, professionalism, responsiveness, organizational strength and depth, attention to detail and support has contributed to the quality trainings offered to our members.

Having SBI’s assistance and expertise has been critical to our organization’s growing success and in meeting the needs of members to connect and share information with one another.

We have loved our collaboration with SBI with their insights and strengths in marketing, financial planning and event management that have complemented our Academy committee structure and allowed us to grow in our vision and celebrate our accomplishments as we enter our 75th year and plan for growth in the next quarter-century.

Very responsive to queries. Help with organizational issues. Knowledgeable team.

SBI took the management reins for our organization well into our annual conference planning cycle when our predecessor provider terminated relations unexpectedly. The SBI team hit the ground running and demonstrated superior flexibility and support to make the conference a success… and they have only built upon that success since.

For us, as a small organization of two staff members, SBI is able to increase our impact around our mission and effectively support us in the areas of finance, marketing & communication and event planning.